Randy Follis

Hello, I’m Randy Follis. I have been a finance and data analyst for over 25 years after obtaining my MBA at Texas Christian University. I started with a passion for numbers in the second grade, constantly trying to progress in my knowledge of how numbers are used. Math has always been my strongest skill.

Eventually, I chose finance as a major and dove into different types of industries that focused on that. I started in FP&A roles in the Credit Cards industry, and then the Mortgage Industry. While at Bank of America, I shifted gears to Operations data reporting and learned SQL and database management. I continued in this career at several other financial institutions, while adding financial management services to my resume with a few small clients. I also provided financial modeling, data management and charting services to a small money management firm. 

I am dedicated to giving clients the best tools that display financial growth and profitability, and give users the best opportunities for improvement. If you need investment analysis for acquisitions, my experience with this type of modeling will yield your best results, as it did for Citi Cards, Williams Capital Management, LLC and Sheldon Media, LLC. I look forward to meeting you, providing you with easy-to-understand and -use models, and watching your business improve and grow.