Data Consulting
- Excel Savants LLC specializes in data consulting for high growth small to midsize companies seeking custom sophisticated long-term data solutions with an expeditious implementation.
- Excel Savants has served clients in industries ranging from: Private Equity, Mining, Manufacturing and Municipal Water Utilities to Insurance.
- Solutions are exceptionally high ROI with an immediate payback. Clients have the potential to save hundreds of work hours annually depending on the scale and intricacies of the implemented Solution.
- Contact us for a complimentary no-obligation project evaluation and proposal.
Individual Data/ Model Consulting and Excel Coaching
Excel Savants LLC offers personalized Excel Coaching and Data Consulting for individuals of all Excel/ VBA skill levels.
Example services include:
Example services include:
- An introductory session covering nested formulas, data validation, and defining named ranges for use in formulas
- An introductory session covering foundational elements of database design including mapping from source data to a data processing tab and identifying which records meet certain criteria
- Custom designed VBA macros to streamline data processing and output
- Custom designed data models
- Custom designed financial, capital management and equity models
Excel Resources
Based on requests from past clients for Excel user resources, Excel Savants has created a valuable proprietary Excel resource package. All clients are entitled to receive a flash drive pre-loaded with this resource package which includes:
Based on requests from past clients for Excel user resources, Excel Savants has created a valuable proprietary Excel resource package. All clients are entitled to receive a flash drive pre-loaded with this resource package which includes:
- A comprehensive database of over 350 Excel functions categorized and prioritized. All functions include links to the dedicated Microsoft webpage for that function. The most important functions also include the function syntax as well as descriptions and remarks.
- An Excel learning module focused on building increasingly complex nested functions
- Additional resources for the 'TEXT' functions as well as a 'CELL' format code reference guide
- A list of all Excel shortcuts
- A step-by-step VBA learning module
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Rates/ Policies
Hours
Hours
- Sessions may be scheduled between the hours of 8:30 am - 5:00 pm CST Monday - Friday. Inquire about evening and weekend availability.
Rates
- Excel Savants offers its Individual Data Consulting and Excel Coaching services at a rate of $80 / hr.
- Portfolio optimization, equity, bond and financial derivative modeling services are offered at a rate of $95 /hr.
Cancellation Policy
- Clients may reschedule or cancel their scheduled meetings with Excel Savants via email or phone up to 8 hours in advance without penalty. Otherwise, an appointment cancellation fee of $45 may be assessed.
Corporate and Academic Training:
Excel, Financial & Data Modeling, Visual Basic and creating Executive Presentations
At Excel Savants, we understand that businesses and academic institutions have different training needs when it comes to Excel, Financial Modeling, Data Modeling, Visual Basic and crafting Executive Presentations. That's why we offer customized courses that can be tailored to the specific requirements of our clients. Our experienced instructor, Michael Levine, is passionate about sharing his knowledge with others. We also offer in-person training that can be scheduled at a time and location that's convenient for our clients. Whether you're looking to improve your employees' Excel or Executive Presentations skills or give your company an analytical boost, Excel Savants can help.
- Introduce your employees to key concepts such as nested formulas, data validation, spreadsheet design and data management through a single half-day training session.
- Grow your employees into Excel Savants through multi-session advanced Excel and VBA programming courses.
- Customize the course content, focus, skills level and duration.
Payment Methods
Excel Savants welcomes Credit Card, Android pay, Visa Checkout, Check and Cash payments. Paypal along with its subsidiary payment platform, Venmo, are not accepted.
Credit card payments are processed through "Authorize.Net", a Visa company (to view Excel Savant's merchant authentication, click on the "Authorize.Net" verified merchant seal at the bottom left-hand side of this page). Payments are handled via a secure payment form hosted by Authorize.net which is Payment Card Industry Data Security Standard (PCI DSS) compliant.
Excel Savants welcomes Credit Card, Android pay, Visa Checkout, Check and Cash payments. Paypal along with its subsidiary payment platform, Venmo, are not accepted.
Credit card payments are processed through "Authorize.Net", a Visa company (to view Excel Savant's merchant authentication, click on the "Authorize.Net" verified merchant seal at the bottom left-hand side of this page). Payments are handled via a secure payment form hosted by Authorize.net which is Payment Card Industry Data Security Standard (PCI DSS) compliant.
Testimonial
The testimonial below was submitted directly by a client to Excel Savants
Client Testimonial
“My experience working with Michael was wonderful. His insightful questions and focus helped me to see areas that I might’ve otherwise missed during our assessment. While he doesn’t sugarcoat going into tough topics he has a collaborative and available approach that makes you feel as though he is not simply an invaluable resource but also a partner with a vested interest in the success of your project and business. I would recommend Excel Savants to any business interested in harnessing the profitability of gaining a deeper understanding of the numbers that support your business strategy and tactics."
Brian A.- Minneapolis, MN (July 2019)
The testimonial below was submitted directly by a client to Excel Savants
Client Testimonial
“My experience working with Michael was wonderful. His insightful questions and focus helped me to see areas that I might’ve otherwise missed during our assessment. While he doesn’t sugarcoat going into tough topics he has a collaborative and available approach that makes you feel as though he is not simply an invaluable resource but also a partner with a vested interest in the success of your project and business. I would recommend Excel Savants to any business interested in harnessing the profitability of gaining a deeper understanding of the numbers that support your business strategy and tactics."
Brian A.- Minneapolis, MN (July 2019)
Ratings & Reviews
The consolidated ratings and reviews below for Excel Savants were collected and verified by independent third-party websites and can be viewed at these links: 1) Wyzant, 2) Upwork, 3) Trustpilot
Rating
Reviews
Real Estate Financial Modeling
"Fortunately, I found Michael and engaged him to assist with several complex financial modeling and real estate analysis projects. Most impressively, Michael possesses deep financial modeling and valuation expertise across a myriad of industries with expert level proficiency. I’ve always found Michael’s insight to be invaluable and he executes every project with the highest level of detail, professionalism, responsiveness, and efficiency. Overall, Michael has been a tremendous asset and I highly recommend his services!"
Ben- Long Island, NY (September 2022)
Building a financial model and providing consulting for a startup
"I provided Michael with financials for my start up and he delivered an incredibly comprehensive and sophisticated Excel financial model which includes a 5-year forecast and a dashboard my company's profitability metrics. I can now leverage this to take my business to the next level and present to potential investors. He performed his own in-depth research on competitors and the marketplace and even used his economics expertise to build in an econometrics based optimal pricing module into the financial model!"
Abby- Chicago, IL (September 2022)
Knowledgeable and caring tutor
"Michael is the real deal! All the reviews I read beforehand proved to be spot on. He is an expert in Excel and financial modeling and, equally important, explains difficult and nuanced concepts in a way that is extremely clear, relevant, and relatable. If there are any questions that come up afterward, he follows up. A true gem. He is like the professor every student wishes for!"
Marci- Michigan City, IN (August 2022)
Invaluable business partner!
"Michael has taken my data and financial modeling skills from basic to expert. He also encouraged and supported me as I struggled professionally. The Excel based tools he built and his lessons and support have given me confidence that I'll now succeed in my role at work."
Cathryn- Tuscon, AZ(August 2022)
Excellent partner in my CFA Certified Financial Modeling & Valuation Analyst (FMVA) studies
"I engaged Michael to support my studies for the CFA Certified Financial Modeling & Valuation Analyst (FMVA) exam. He is very knowledgeable and patient and has been an excellent partner in my studies. He created brilliant Excel modules and models for me to work through. I recently passed the certification exam and couldn't have done it without his support and expertise!"
Charles- Chicago, IL (March 2022)
Divergent thinker
"I work at a Private Equity firm and came to Michael for assistance on valuation modeling of a business venture under consideration. He is brilliant and created an Excel model that was much more sophisticated and automated than I had envisioned. Michael has a refreshingly divergent way of thinking and considering problems which yields creative solutions and unique approaches to modeling. I was very impressed and will be using him again in the near future."
Steven- Los Angeles, CA (April 2020)
Extremely attentive and knowledgeable"Michael assisted me with some Excel formulas. He was well-prepared and very thorough while working with me. Quite often, he asked me how comfortable I was, and he would adjust his teaching style accordingly. He was extremely attentive to my needs which made me feel well supported. He is definitely knowledgeable with Excel and all its complexity, so I highly recommend him."
Fatoumata- Atlanta, GA (October 2020)
Financial Modeling in Excel
"Michael provided great insight and guidance in helping my college senior with his senior seminar financial modeling project. His knowledge of financial modeling is extensive and was a great benefit. I strongly recommend his services."
Grady- Cleveland, OH (July 2020)
Data Ninja!
"Michael is a genuine black belt Data Ninja! He was able to expertly parse and analyze a complex dataset and transform it into a digestible and visually appealing end product. I will definitely be returning to Michael in the future to consult on other complex projects."
Alex- Tulsa, OK (July 2020)
Good insights
"Was good to work with Michael as a sounding board and as an expert to test approach and logic as well as get his input based on his deep knowledge of data analysis. Look forward to working with him again."
Jay- Midlothian, VA (July 2020)
Insightful proposals to revive my small business
"I’m a small business owner and hired Michael to teach me about capital forecasting, provide an introduction to visual basic macros and to consult with him on ways to reduce costs in response to a precipitate drop in business resulting from COVID-19. Meeting with Michael was the best business investment I’ve ever made! He blew me away with his expertise in capital forecasting, VBA programming and his holistic review of my business supply chain and both current and potential customer market. He not only proposed compelling ways to reduce overhead and certain variable costs but also identified potential new revenue opportunities for my business. I’m so grateful he shared his insights and expertise with me!"
Marcus- Philadelphia, PA (April 2020)
Wizard of Excel!
"I am a finance manager for a large department of an enormous organization. I consider myself proficient in Excel having expertise in creating budgets, forecasting, pricing models, valuations, and other ad hoc analysis in Excel. I know all about V/H Lookups, Matching, Sumproduct, Logic, Pivot Tables, Index, Charts, Graphs, Macros, What Ifs, and a variety of other functions. I can nearly get by on shortcuts rarely having to touch a mouse (ALT+M+D saves me!). Not to toot my own horn, but I create great value in my role with my Excel expertise. However, the problem lies for someone like me to get guidance when I just can't quite figure out an optimal way to summarize a large data set. Most people I work with claim I'm the Excel guru and that I can figure it out. Chasing down YouTube tutorials and searching MrExcel only can do so much for your unique situation. Enter Michael A. An item that was causing me some time, energy, and grief was resolved by Mike in under an hour. He was professional, prepared, patient, and taught to my level of understanding. I sincerely thank you for all your assistance and may need to take you up on further lessons as needed. Cheers!"
Kevin- Minneapolis, MN (March 2020)
Hidden gem of a consultant
"In my capacity as a Director of Admissions for a small university, I engaged Michael’s services to review and streamline our admissions process data management. Not only did he create a robust Excel/VBA based tool to merge the data from our common applications and online applications, but he also proposed and implemented a solution for integrating data from our paper applications. Our admissions team had been manually inputting paper application data into our database and I had not even considered the possibility of automating and digitizing this process. He also delivered this comprehensive solution in remarkable time and we had the new tool up and running on our system within a week!"
Oliver- New Ipswich, NH (March 2020)
Very knowledgeable and patient
"I came to Michael for VBA assistance in Excel and I definitely got my money's worth. He was exceptional! He is great at problem solving and was able to handle all of my questions."
Aaron- Virginia Beach, VA (October 2019)
Talented, patient and Subject Matter Expert
"I’m an IT Project manager and was quite impressed with Michael’s knowledge of IT project management, the agile software development lifecycle, Operations Management and his background in capital management of largescale IT projects at a health insurance company. He was able to construct a model for me which automatically charts out the software development critical activity path. This model also acts as a project dashboard and includes an attractive and intuitive GUI (graphical user interface). He is also a talented and patient teacher. Not only would I highly recommend his consulting services, but I’d also hire him to be on my team fulltime if it was up to me!"
Syed- Trenton, NJ (October 2019)
Innovative, holistic & unique approach to financial modeling
"A portfolio optimization project which I had been struggling with for months, Michael was able to knock out of the park in just a few sessions. I am very impressed with the way he approaches a complex project like this as well as his application of a blend of innovative valuation methods none of which I had previously considered. The fact that he was able to create a polished finished product using his unique approach with such a clean and intuitive end-user interface so quickly is phenomenal!"
Stephan- Long Lake, MN (August 2019)
Very helpful. Quick to solve issues and had suggestions
"We worked on fine-tuning some of my Excel reports for work. We did scoring, sorting, averages, adding columns and formulas. This was useful and I feel more confident using this for my reports at work. I will use again."
Shaun- Minneapolis, MN (August 2019)
Exceptionally intelligent, gifted, creative, professional and visionary
"Michael is exceptionally intelligent, gifted, creative, professional and visionary and was a pleasure to work with. He was able to quickly implement an elegant solution to a longstanding and complex data and process issue that our company was experiencing. The visual basic Excel tool he created communicates with several other data sources within our company at the click of button and then validates processes, organizes, analyzes and charts that data into polished and professional looking printable reports. This custom built tool is invaluable and not only saves me countless hours of processing time at work but also produces better and more accurate reports. Michael’s combination of talents is quite rare and the fact that he was so personable, fast, accurate and affordable means I will be leaning on him again in the near future. It was also convenient that we could meet at his amenity filled office (which offered fresh fruit flavored waters, snacks and even had a complimentary craft beer bar) for our meetings. Craft beer and VBA is always a great combination just as Michael’s combination of talents is so great."
Damian- Minneapolis, MN (July 2019)
Data-driven, detail-oriented and dapper
"Michael was professional, quite dapper and on fleek with his coordinated tie, dress shirt and cufflinks. He was able to transform a hot mess of data in a hot minute into a kind of awesome data analysis tool which I can now leverage in my new role as a Real Estate investment analyst. His Excel wizardry, attention to detail and data conceptualization capabilities are beyond amazing. He’s also a phenomenal and patient teacher!"
Lisa- Edina, MN (July 2019)
Knowledgable and patient Excel instructor
"Michael was a pleasure to work with! He has advanced knowledge of Excel, is patient and takes the time to explain everything in plain English. We learned advanced concepts with creating pivot tables and templates. He was excellent to work with, and we highly recommend Michael! Thank you again Michael, your assistance was priceless!"
Jason & Mariellen- Maple Grove, MN (Jan. 2019)
"Fortunately, I found Michael and engaged him to assist with several complex financial modeling and real estate analysis projects. Most impressively, Michael possesses deep financial modeling and valuation expertise across a myriad of industries with expert level proficiency. I’ve always found Michael’s insight to be invaluable and he executes every project with the highest level of detail, professionalism, responsiveness, and efficiency. Overall, Michael has been a tremendous asset and I highly recommend his services!"
Ben- Long Island, NY (September 2022)
Building a financial model and providing consulting for a startup
"I provided Michael with financials for my start up and he delivered an incredibly comprehensive and sophisticated Excel financial model which includes a 5-year forecast and a dashboard my company's profitability metrics. I can now leverage this to take my business to the next level and present to potential investors. He performed his own in-depth research on competitors and the marketplace and even used his economics expertise to build in an econometrics based optimal pricing module into the financial model!"
Abby- Chicago, IL (September 2022)
Knowledgeable and caring tutor
"Michael is the real deal! All the reviews I read beforehand proved to be spot on. He is an expert in Excel and financial modeling and, equally important, explains difficult and nuanced concepts in a way that is extremely clear, relevant, and relatable. If there are any questions that come up afterward, he follows up. A true gem. He is like the professor every student wishes for!"
Marci- Michigan City, IN (August 2022)
Invaluable business partner!
"Michael has taken my data and financial modeling skills from basic to expert. He also encouraged and supported me as I struggled professionally. The Excel based tools he built and his lessons and support have given me confidence that I'll now succeed in my role at work."
Cathryn- Tuscon, AZ(August 2022)
Excellent partner in my CFA Certified Financial Modeling & Valuation Analyst (FMVA) studies
"I engaged Michael to support my studies for the CFA Certified Financial Modeling & Valuation Analyst (FMVA) exam. He is very knowledgeable and patient and has been an excellent partner in my studies. He created brilliant Excel modules and models for me to work through. I recently passed the certification exam and couldn't have done it without his support and expertise!"
Charles- Chicago, IL (March 2022)
Divergent thinker
"I work at a Private Equity firm and came to Michael for assistance on valuation modeling of a business venture under consideration. He is brilliant and created an Excel model that was much more sophisticated and automated than I had envisioned. Michael has a refreshingly divergent way of thinking and considering problems which yields creative solutions and unique approaches to modeling. I was very impressed and will be using him again in the near future."
Steven- Los Angeles, CA (April 2020)
Extremely attentive and knowledgeable"Michael assisted me with some Excel formulas. He was well-prepared and very thorough while working with me. Quite often, he asked me how comfortable I was, and he would adjust his teaching style accordingly. He was extremely attentive to my needs which made me feel well supported. He is definitely knowledgeable with Excel and all its complexity, so I highly recommend him."
Fatoumata- Atlanta, GA (October 2020)
Financial Modeling in Excel
"Michael provided great insight and guidance in helping my college senior with his senior seminar financial modeling project. His knowledge of financial modeling is extensive and was a great benefit. I strongly recommend his services."
Grady- Cleveland, OH (July 2020)
Data Ninja!
"Michael is a genuine black belt Data Ninja! He was able to expertly parse and analyze a complex dataset and transform it into a digestible and visually appealing end product. I will definitely be returning to Michael in the future to consult on other complex projects."
Alex- Tulsa, OK (July 2020)
Good insights
"Was good to work with Michael as a sounding board and as an expert to test approach and logic as well as get his input based on his deep knowledge of data analysis. Look forward to working with him again."
Jay- Midlothian, VA (July 2020)
Insightful proposals to revive my small business
"I’m a small business owner and hired Michael to teach me about capital forecasting, provide an introduction to visual basic macros and to consult with him on ways to reduce costs in response to a precipitate drop in business resulting from COVID-19. Meeting with Michael was the best business investment I’ve ever made! He blew me away with his expertise in capital forecasting, VBA programming and his holistic review of my business supply chain and both current and potential customer market. He not only proposed compelling ways to reduce overhead and certain variable costs but also identified potential new revenue opportunities for my business. I’m so grateful he shared his insights and expertise with me!"
Marcus- Philadelphia, PA (April 2020)
Wizard of Excel!
"I am a finance manager for a large department of an enormous organization. I consider myself proficient in Excel having expertise in creating budgets, forecasting, pricing models, valuations, and other ad hoc analysis in Excel. I know all about V/H Lookups, Matching, Sumproduct, Logic, Pivot Tables, Index, Charts, Graphs, Macros, What Ifs, and a variety of other functions. I can nearly get by on shortcuts rarely having to touch a mouse (ALT+M+D saves me!). Not to toot my own horn, but I create great value in my role with my Excel expertise. However, the problem lies for someone like me to get guidance when I just can't quite figure out an optimal way to summarize a large data set. Most people I work with claim I'm the Excel guru and that I can figure it out. Chasing down YouTube tutorials and searching MrExcel only can do so much for your unique situation. Enter Michael A. An item that was causing me some time, energy, and grief was resolved by Mike in under an hour. He was professional, prepared, patient, and taught to my level of understanding. I sincerely thank you for all your assistance and may need to take you up on further lessons as needed. Cheers!"
Kevin- Minneapolis, MN (March 2020)
Hidden gem of a consultant
"In my capacity as a Director of Admissions for a small university, I engaged Michael’s services to review and streamline our admissions process data management. Not only did he create a robust Excel/VBA based tool to merge the data from our common applications and online applications, but he also proposed and implemented a solution for integrating data from our paper applications. Our admissions team had been manually inputting paper application data into our database and I had not even considered the possibility of automating and digitizing this process. He also delivered this comprehensive solution in remarkable time and we had the new tool up and running on our system within a week!"
Oliver- New Ipswich, NH (March 2020)
Very knowledgeable and patient
"I came to Michael for VBA assistance in Excel and I definitely got my money's worth. He was exceptional! He is great at problem solving and was able to handle all of my questions."
Aaron- Virginia Beach, VA (October 2019)
Talented, patient and Subject Matter Expert
"I’m an IT Project manager and was quite impressed with Michael’s knowledge of IT project management, the agile software development lifecycle, Operations Management and his background in capital management of largescale IT projects at a health insurance company. He was able to construct a model for me which automatically charts out the software development critical activity path. This model also acts as a project dashboard and includes an attractive and intuitive GUI (graphical user interface). He is also a talented and patient teacher. Not only would I highly recommend his consulting services, but I’d also hire him to be on my team fulltime if it was up to me!"
Syed- Trenton, NJ (October 2019)
Innovative, holistic & unique approach to financial modeling
"A portfolio optimization project which I had been struggling with for months, Michael was able to knock out of the park in just a few sessions. I am very impressed with the way he approaches a complex project like this as well as his application of a blend of innovative valuation methods none of which I had previously considered. The fact that he was able to create a polished finished product using his unique approach with such a clean and intuitive end-user interface so quickly is phenomenal!"
Stephan- Long Lake, MN (August 2019)
Very helpful. Quick to solve issues and had suggestions
"We worked on fine-tuning some of my Excel reports for work. We did scoring, sorting, averages, adding columns and formulas. This was useful and I feel more confident using this for my reports at work. I will use again."
Shaun- Minneapolis, MN (August 2019)
Exceptionally intelligent, gifted, creative, professional and visionary
"Michael is exceptionally intelligent, gifted, creative, professional and visionary and was a pleasure to work with. He was able to quickly implement an elegant solution to a longstanding and complex data and process issue that our company was experiencing. The visual basic Excel tool he created communicates with several other data sources within our company at the click of button and then validates processes, organizes, analyzes and charts that data into polished and professional looking printable reports. This custom built tool is invaluable and not only saves me countless hours of processing time at work but also produces better and more accurate reports. Michael’s combination of talents is quite rare and the fact that he was so personable, fast, accurate and affordable means I will be leaning on him again in the near future. It was also convenient that we could meet at his amenity filled office (which offered fresh fruit flavored waters, snacks and even had a complimentary craft beer bar) for our meetings. Craft beer and VBA is always a great combination just as Michael’s combination of talents is so great."
Damian- Minneapolis, MN (July 2019)
Data-driven, detail-oriented and dapper
"Michael was professional, quite dapper and on fleek with his coordinated tie, dress shirt and cufflinks. He was able to transform a hot mess of data in a hot minute into a kind of awesome data analysis tool which I can now leverage in my new role as a Real Estate investment analyst. His Excel wizardry, attention to detail and data conceptualization capabilities are beyond amazing. He’s also a phenomenal and patient teacher!"
Lisa- Edina, MN (July 2019)
Knowledgable and patient Excel instructor
"Michael was a pleasure to work with! He has advanced knowledge of Excel, is patient and takes the time to explain everything in plain English. We learned advanced concepts with creating pivot tables and templates. He was excellent to work with, and we highly recommend Michael! Thank you again Michael, your assistance was priceless!"
Jason & Mariellen- Maple Grove, MN (Jan. 2019)
