Gerrish LLC

Partnering with businesses to provide custom VBA automation & financial modeling

    ABOUT US

    Established in 2015, Gerrish LLC trailblazes building powerful financial models and automating repetitive processes to give companies actionable business insights. Our focus on Excel automation using VBA and Power Query enhances operational efficiency, freeing up valuable team resources. At Gerrish LLC we excel at both the finance and technology domains, so whether you need a multi-year projection of your financials or an end to end sales commission calculator, we are here to help.

Clean, Reusable Excel Models

Excel models should be easy to use, understand & audit, even for a new member of the team.

Automation Solutions

Spending hours each month, week or day on the same process? Gerrish LLC can automate it!

Meet the Team

Lianna Gerrish is most at home when wrangling millions of rows of data. Founder of Gerrish LLC, her company builds complex datasets to use in advanced analytics and writes software to streamline operations for clients worldwide. Prior to that, Lianna worked supporting R&D, Supply Chain and Manufacturing divisions for Intel and General Electric. She won the 2024 Global Excel Summit Conference competition and was a finalist in the 2023 Microsoft Excel World Championship. She has a BA in Economics from Case Western Reserve University.

Helen Dupree is a recent graduate who has been building data analytics skills. Helen graduated in 2024 with a BA in Computer Science and a GIS and Computational Science certificate from University of Colorado, Boulder. She has developed a well-rounded problem-solving skillset that she used to be a finalist in the 2023 Microsoft Excel Collegiate Challenge. She has successfully executed other projects as well, from developing a scouting model for a high school FIRST Robotics team to reworking an asset pricing model for a mutual fund.

Kirsten is an entrepreneur specializing in digital design and also does marketing and communications work for a small non-profit organization. She is an active member of the local community, engaged in charitable initiatives. In the past Kirsten lived in Germany, first teaching English and later developing teacher training materials for other ESL professionals. She currently lives in Princeton, New Jersey with her family.

Shaun Endres has built a successful career over the past 20 years working on cutting edge research. He started working in space-based internet research with NASA and was a key part of multiple contracts at Lockheed Martin. Shaun is our in-house expert for projects involving machine learning or Python scripting. Shaun holds a BS / MS in Electrical Engineering from Case Western Reserve University.

Select Past Projects

  •     Bank loan tracker database, user forms for data entry and interactive dashboard showing data entry accuracy over time
  •     User friendly budgeting and cash flow forecasting templates for small retail business owners
  •     Complex Monte Carlo model for forecasting asset prices
  •     Automation of a company’s customer project pricing estimates, quote generation and invoicing
  •     Comprehensive PowerPivot and PowerQuery training
  •     10 year pro forma financial model including sensitivity analysis, IRR and discounted project cash flows
  •     Building data warehouses to extract ERP data automatically using SQL queries and APIs

Contact Us

Questions? Comments? Want to rant about a complicated nightmare of an Excel workbook? Get in touch.