Excel / Access db Consultant

Specialist & Consultant

(On-call contract)
Hired on contract to be a Consultant to overhaul existing job-cost reporting for tracking all revenues and expenses on a daily, weekly, monthly, semi-annual, annual and 5-year plan to serve Management, Ops, Sales and external customers on the West Coast region. Solely created advanced Excel (pivot tables, links, lookups, filters, if-then, macros and SQL scripts) and Access dashboard consisting of monthly / annual reports and ad-hoc queries. Currently, 12 Excel templates track all labor, material, burden costs, taxes, sale bonuses and gross margins related to large to small sprinkler inspections and repairs, fire alarms, kitchen hood/vents and fire extinguisher purchases, inspections and certifications.
Essential job functions:
• Assist in creating documentation of client's plan design, detailing any custom maintenance process and configuration best praciices.
• Advanced knowledge of Excel (Pivot tables, filters, macros if/then statements etc.)
• Advanced knowledge of database design, partial know-how of SQL and forms/macr
Data Administrator
Macquarie Equipment Trading

(On-call contract)

At a growing, local start-up biotech company - CVSciences.com which produces and distributes Cannabis-based derivative (CBD) oil products primarily used for preventive health/wellness relief against mental or physical trauma and/or long-term conditions of anxiety. Within the Treasury Accounting group, I process all incoming checks, wires, ACH's from customers such as small storefronts, resellers to large retail conglomerate chains like Albertsons/Safeway/Haggens and other retail locations throughout the US/Hawaii. Also, assist in partial or full refunds of credit card purchases due to retail discounts, undelivered or damaged goods, customer dissatisfaction, legal or financial hardship. Communicate daily with CFO, Controller, Lead Accountant, AP/AR Supervisor/staff, Marketing, Sales, Ops and Logistics. Expert in Excel macros, vlookups, sum ifs. Microsoft Access developer familiar with macros, forms, queries, SQL etc. Expert user of Dataload automated load scripts between Excel, Oracle and SAP platforms.

Lead A/R Accountant - Key Accounts

Find out detailed information about Rey Seneres, Excel / Access db Consultant in San Diego, CA

Rey Seneres: Excel / Access db Consultant in San Diego, CA

Rey Seneres