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Jeff Stevens

Founder & Principal Consultant @Excel Forge Solutions

Thousand Oaks, CA, US
MOBILE NUMBERS
+18•••••••43

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WORK HISTORY

Feb 2023 — Present

Founder & Principal Consultant @Excel Forge Solutions

Thousand Oaks, CA, US

Empower small businesses and independent consultants to take control of their data and escape manual spreadsheet chaos.Provide expert Excel automation, reporting, and data analysis solutions that simplify workflows, eliminate repetitive tasks, and deliver clear, reliable insights.Specialize in Modern Dynamic Excel tools — Power Query, Dynamic Arrays, and advanced formula design to build scalable, automated systems using the software clients already own.Design custom dashboards, reporting models, and data flows tailored to each client’s unique operations and decision-making needs.Offer hands-on Excel training and coaching to help teams work smarter, not harder — turning Excel into a strategic advantage instead of a daily frustration.

EDUCATION

1984 — 1988

California State University, Northridge

B.S., Finance

SKILLS

AccessFinancial ReportingBusiness IntelligenceAccountingData AnalysisForecastingBudgetsAnalysisFinancial ModelingVbaMicrosoft ExcelFinancial AnalysisBudgetingAnalytical Skills

ABOUT JEFF STEVENS

Isn\'t it time you FINALLY automated your spreadsheets?Why waste hours doing everything manually when Excel can now do the work for you?I’ve seen too many small businesses and consultants stuck in “spreadsheet hell” with endless copy-paste, broken formulas and reports that take hours to update. It’s frustrating, time-consuming, and it steals focus from actually growing the business.That’s why I created Excel Forge Solutions.I help small businesses and consultants finally get Fortune-500 level reporting without leaving Excel. Using Modern Dynamic Excel and Power Query, I automate messy data cleanup, streamline reporting, and build dashboards that give instant clarity. Automate messy data cleanup Build dashboards that give clarity in seconds Save hours every week and finally trust your numbers Train teams to get more out of Excel than they thought possibleI know the pain of bad reporting firsthand. I’ve spent years in data analysis and financial modeling, and I hated watching talented people waste nights wrestling with spreadsheets. Now my mission is simple: to help more businesses escape manual work and finally use Excel to its fullest potential.Let’s Work Together! Ready to get out of spreadsheet hell? Let’s connect and talk about how Excel can finally work for you.

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