Excel Savants LLC Principal, Michael Levine, holds an undergraduate degree in Economics and an MBA with a focus on Finance. He was an Energy Sector Analyst and Fund Manager for an Investment Fund and was a corporate capital Financial Consultant for a major health insurance company. His strengths lie in creative and comprehensive financial modeling and financial database design and implementation.

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Advanced Excel and VBA programming Experience

• Michael’s VBA experience includes the conceptualization and creation of a VBA based macro driven tool for a major health insurance company which automatically harvested and validated benefit and cost data from over 125 capital programs (each of which had over $2 million in lifetime spend). The tool then interfaced with a Hyperion Essbase database and automatically uploaded validated data to an Essbase cube for analysis and reporting purposes. This data was then used to derive an Enterprise capital portfolio-level Return on Invested Capital (ROIC) for the first time in the company’s history.
• As an Energy Sector Analyst for a mid-cap equity blend Investment Fund, Michael created and maintained sophisticated (Excel-based) financial models of 4 energy companies. As a Fund Manager, he conceptualized and created a holistic Portfolio model using a covariance matrix to manage portfolio risk and optimize holdings.

Excel Workbook Design and Presentation Awards and Experience

• Michael was the Financial Consultant for a major health company’s Medicaid business’ claims platform migration capital program which had lifetime spend in excess of $150M. He provided comprehensive financial, analytic and reporting leadership and capital planning support including establishing and leading bi-weekly financial reviews with the Medicaid business CFO and other stakeholders.
• These meetings leveraged Michael’s Excel based financial models which captured general ledger actuals, performance to budget, and sophisticated multi-year cost and benefit forecasts and all of which were graphically designed for Executive-level presentation.
  
• Michael received commendations from the Corporate Treasurer, the Medicaid Business CEO, CFO, CIO and Controller as well as other senior leaders for his performance, capital portfolio management and ongoing commitment to the strategic claims platform migrations programs.

Excel/ VBA Teaching Experience

• As the Graduate Teaching Assistant for Economics in an MBA program, Michael has experience creating Excel training curriculum and teaching advanced programming in Excel to Graduate-level Economics students.
• As a Financial Consultant at a major health insurance company, Michael led several advanced Excel courses for employees.