Over the past month I have had the extreme pleasure of working with David Neate in creating a sophisticated Microsoft Excel solution to make our day to day operations more efficient for our investment team. I presented David with a complicated task of manipulating extremely raw financial data into a finished professional looking financial statement that we present to our clients.
With David’s mastery in Excel and his excellent analytical skills he created a solution that has exceeded expectations in ALL regards. Without applying David’s automation we averaged about 32 minutes to create a single statement compared to a mere 7 minutes when applying his automation solution. On average we create 5 statements a day so over a given week or month his sophisticated solution has saved considerable time while also improving our capacity at the same token. David is very organized and detail oriented, always thinking a step ahead. He has tremendous listening and communication skills which aids him in developing an overall solution.
On countless occasions he displayed tremendous problem solving skills to quickly find a solution to numerous unexpected problems that arose due to the complex nature of the task. In the latter stages of working together he never hesitated in answering countless queries or in helping fine tune our solution as imperfections arose. He thrives when presented a challenge and consistently displays the strong character trait of going that extra mile. It is with my pleasure on behalf of the Greenard Group I give David Neate my highest regards.
