AnalyticSherpa locationPhiladelphia, Pennsylvania, Burlington

(2 Reviews)

AnalyticSherpa is a team of financial and business experts with years of experience in data analytics. We help institutions accelerate success with expert data management and cutting edge risk analytics.

Our over 100 years of combined experience and expertise in developing and managing analytic departments for large financial organizations will help you create and maintain an efficient and effective data infrastructure. AnalyticSherpa can help you visualize your data to uncover opportunities, identify trends, pinpoint and prevent risks and model and forecast solutions.

AnalyticSherpa is bringing innovative, substantial institutional knowledge and analytics to smaller businesses.

  • 42 minutes average response time
AnalyticSherpa Reviews

AnalyticSherpa Reviews

Review of AnalyticSherpa by Michael Riley
5 Michael Riley

Analytic Sherpa provided our business with exactly what we wanted....a customized solution perfectly created to suit our needs. They worked with us as we figured out what we needed, and more importantly - they helped us understand what we actually needed!

Review of AnalyticSherpa by Jeanne Whipple
5 Jeanne Whipple

Dave and Kristen are magicians when it comes to data organization and analysis. They are adept at working remotely, responsive, creative, and open minded. I highly recommend them for all your excel sheet design work.


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AnalyticSherpa Q&A

AnalyticSherpa Q&A

What do you love most about your job?

Building new relationships! We love bringing large institutional knowledge to small firms. We love seeing how dramatic the impact is and how successful our clients can become. We love creating relationships with small firms that want to grow and have fun at the same time. We know they have a passion, and they don't want to spend their time with budgets, forecasts, & spreadsheets (but we do!! we're weird like that). As our clients grow - so do we and that is fun!!

What inspired you to start your own business?

Helping a friend with a small business. After 20 years of working in large corporations - I realized that small firms don't have the luxury or expertise to have a finance team, or an analytic team etc. We started helping small firms being those teams for them. High-end experience at a cost that fit their budgets.

Why should our clients choose you?

A client should choose us only after a discussion - maybe several.
We do not take on clients for the sake of more work or growth.
We work with clients that can really benefit from our relationship (we do not sell anything they don't need). We view every client as a partner - we do not deliver a cookie cutter template on how to do things, we learn the business and develop plans and analytics/ forecasts/ budgets that fit the customer's needs and technical requirements.
Why do our clients choose us?
Mainly our ability to makes their businesses more efficient and profitable.
Also our passion - when we engage with a client we are all -in - your small business is our small business - we are there to help grow the company - period.
Plus we're fun (as fun as nerds who love spreadsheets can be). If we can't have a few laughs and generally get along while working - then what's the point?
Please see our Facebook reviews.

Services provided by AnalyticSherpa

AnalyticSherpa Services

Finance Operations for Small Companies

We help small companies run more efficiently through better data management, better information, and better analytics. Track sales, employees, expenses - if it has a number tied to it we can help. Let us do the back office work - while you focus on what makes your business great!! Budgets Dashboards Forecasts P&L Payroll Marketing Analytics Inventory Cashflow ROI Reports for Clients Custom Built Solutions

Work history from AnalyticSherpa

Work History

Founder / CEO at AnalyticSherpa


From January 2017 to present.

AnalyticSherpa can extend your analytic and reporting capabilities at a fraction of the cost of traditional solutions. AnalyticSherpa is a team of financial and business experts with years of experience in data analytics. We help institutions accelerate success with expert data management and cutting-edge risk analytics.

Vice President Risk Analytics

PHH Mortgage

From May 2013 to March 2018.

Accountable for all risk related analytics, including loss forecasting, KRI reporting, repurchase reserves, and client scorecard development. Manage all risk reporting and systems used for our Quality Control, Fraud, and Operational Risk teams. Responsible for the creation and implementation of better controls and policy and procedures for our sampling methodology for QC, vendor management, and productivity metrics.

VP Mortgage Portfolio TD / VP Finance Wells Fargo

TD BAnk & Wells Fargo

From January 2008 to May 2013.

Responsible for developing and implementing new loan level pricing structure/strategy for TD Bank’s mortgage platform. Develops business line plans and financial budget/forecast. Responsible for meeting revenue targets for volume, margin, fee income and expenses. Worked closely with Risk Management and Consumer Credit to establish credit policies and practices, e.g. Loan Product management. Managed a team of analysts that developed pricing strategies. Worked with the Treasury group to improve their cost of funds and eliminate market risk where possible and with distribution teams to collect and incorporate market information. Wells - Reponsible for all finance & Pricing related functions for used Auto division - Nationwide.

  • 42 minutes average response time

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