Eric Kaplan

ERIC S. KAPLAN,CPA CFO/EXCEL CONSULTANT (The Excel Maven) /DIRECTOR OF TAXATION/DIRECTOR OF FINANCIAL REPORTING

My name is Eric Kaplan, CPA, MST of Philadelphia, PA. I work for an international accounting and consulting firm in Philly and am known by my associates and friends as a using Excel to improve the financial process. As a CPA and spreadsheet user for over 25 years, I am frequently consulted on a multitude of business and personal issues by Excel users. I enjoy my role as an Excel problem solver, helping people who use Excel in their ever day work or teaching them how to incorporate new or unexplored Excel functions that few people use or even know about to save them time or increase the bottom line of small and large businesses. I created this Web site (TheExcelMaven.com) because I get enjoyment working with spreadsheet users of all abilities, sharing my knowledge and experience to solve to financial modeling problems and let you use the software to its fullest. Visit us often because we always have something new that will reduce errors and save you time. Everyone from beginners to power users will find designs and tips that will significantly reduce errors and save valuable time as well. Beginners will find tips how to use Excel and easy to use techniques for spreadsheet design. Power users will benefit from spreadsheet designs that will make sure you comply with the latest audit standards. No matter what your Excel level, email me at [email protected]. Purpose of this site: Wikipedia defines maven as: “a trusted expert in a particular field, who seeks to pass knowledge on to others. Use this site to make yourself an Excel “maven” or solve those seemingly intractable problems. This site is also a spot where you can to share your ideas about using Excel to process and analyze data in an efficient and repeatable way. Feel free to e mail me any time you need help.

CFO at Therm-Omega-Tech, Inc.

November 1998 - October 2006

Strategic Planning, including business plan & sales strategy development. Managed the accounting function.

Tax Director at HCI Direct, Inc.

1983 - 1997

Tax and Accounting Consultant at Experis Finance (A Manpower Group Company)

February 2007

Tax and Financial Operations consultant specializing in Tax Automation Projects, Excel modeling including design, documentation, VBA programming and implementation at large companies as a full time employee for Experis (A Manpower Company)

Professor at Strayer University

January 2007

Taught graduate and undergrate Accounting Classes

Philadelphia University

1990 – 1993

MS

Temple University - Fox School of Business and Management

1973 – 1976

Bachelor of Business Administration (BBA)

Concentration: Accounting

Philadelphia University

1971 – 1973

Concentration: Accounting

Central High School

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