SUMMARY

• Microsoft Excel VBA Developer and complex functions SME
• Tableau, QlikView & QlikSense, Power BI data artist
• Sr Data Analyst - VBA (Excel & Access developer), R, Python, SQL, C++
• SQL Queries for ETL and analysis; Schema knowledge (Snowflake, Star)
• Ability to appropriate dashboards and stories from Use Case and Business Requirements
• Lead, Mentor, & Manage in a matrix environment
• Experience working with large disparate datasets and building the story
• Requirements gathering and documentation; train on using visualizations
• Program / Project Manager with PMO experience
• Board Presentations & Communications

PROFESSIONAL EXPERIENCE

Confidential

Qlik Developer - Data Visualization Lead

Responsibilities:

• Gathered functional requirements from stakeholders and clients to develop dashboards and visuals, as well as, acquire enough domain knowledge to ensure visuals are reflecting properly before release to QA platform. Based on requirements recommend best product (QlikView, QlikSense, Tableau, or PowerBI).
• Developed Qlik dashboards and Ad-Hoc visuals using objects such as multi-boxes, list boxes, text objects, scatter charts, bar charts, pivot tables, straight tables, containers, sliders, ect.
• Integrated and created data from multiple sources like QVDs, QVWs, data warehouse (developed SQL Queries), SharePoint Sites, Excel, CSV, and Flat files to provide a holistic view and story of current progress
• Developed Mapping, Inline, Incremental Loads to eliminate dimension tables & reduce complexity in QlikView data model
• Developed Tableau visualizations using Heat Maps, Geographic maps, Histograms, Bar / Pie Chart including Actions, Calculations, Parameters, Trend Lines, Statistics and Table Calculations
• Worked extensively with Tableau feature set such as Grouping, Hierarchies, Sets, Formulas, and multi-axis / overloaded axis bar charts
• Developed Power BI visuals and KPI reports using Pie / Bar Charts, Geographic Maps, Drill reports, etc
• Review BI tools with user to instruct them on how to use tools and how to acquire intelligence
• Filtered and reviewed bad data using derived columns, lookups, Fuzzy Lookups, Index & Match
• Created PowerPoint, Excel with VBA, Vendor CSV reports to create custom queries and reports
• Created templates to collect data from end-users to facilitate drill-down reporting and analyzed data for potential discrepancies or errors
• Modified existing webpages using HTML and CSS so that clients have on place to review policy and program strategy / changes

Confidential, Jersey City

Senior PMO Analyst / Tableau Lead

Responsibilities:

• Developed advanced Excel and Tableau reports to report on KPIs, Budget, Forecast, Spend anomalies
• Developed Tableau visualizations using Heat maps, Histograms, Scatter Plots Geographic maps, Pie / Bar charts including multi-axis reporting
• Worked extensively with Tableau feature set such as Grouping, Hierarchies, Sets, and Formulas
• Developed Python and R scripts to extract large datasets and perform calculations to report on KPI health
• Analyzed data from various sources within the bank and highlighted program discrepancies and working with stakeholders to ensure the appropriate message gets delivered
• Designed PowerPoint presentations and key reports for stakeholders including outside regulators (FRB / OCC)

Confidential

Portfolio Management Analyst

Responsibilities:

• Developed models in VBA combining data sources to create a holistic view of the portfolio health
• Developed QlikView reports and visuals to be extracted into PowerPoint for presentations and intelligence on spend, resource management, and portfolio / KPI health
• Building QVD’s from different data sources like SQL Server, TM1, Excel, CSV and Flat Files
• Managed and visualized WM organization budget by creating a holistic view of expenses, headcount, forecasts, revenue, and project statuses
• Produced monthly and quarterly governance reports with supporting qualitative commentary on financial variances

Confidential

Senior PMO Analyst

Responsibilities:

• Designed and developed QlikSense reports on the firms Platinum Clients investment behavior, growth opportunities, and areas of interest
• Designed KPI and governance reporting utilizing QlikSense dashboards and sheet objects (Multi-boxes, text objects, scatter charts, bar charts, and containers)
• Developed Tableau visualizations using Heat maps, Histograms, Scatter Plots Geographic maps, Pie / Bar charts including multi-axis reporting
• Worked extensively with Tableau feature set such as Grouping, Hierarchies, Sets, and Formulas
• Developed analytical reports using Excel VBA, SQL, Published Tableau Workbooks, and Access Databases
• Developed project governance reports and led weekly governance meetings to ensure appropriate billing to clients, project health, and resource management

Confidential, Pennington, NJ

IT Project Manager

Responsibilities:

• Hybrid project manager / business analyst for Merrill Lynch Wealth Management
• Planned and executed multiple project simultaneously within GPP and led the work of developers, BA, Testers, and QA resources
• Provided analysis and designed complex Use Cases in Excel to ensure developers designed the code to standard; SQL to extract trade postings
• Create Proof of Concept (POC) reports in visuals in Tableau or Excel as the BA

Confidential

VP IT EMPO Project Analyst

Responsibilities:

• Developed regulatory reporting and metrics on RSCA self-assessments, remediation KPIs, and program status utilizing Excel VBA, SQL, Advanced SharePoint (lists linked to databases)
• Developed Tableau reports to track progress and produce stakeholder dashboards to be used in reporting to OCC
• Created webpages using HTML and CSS and complex SharePoint sites so that clients have on place to review policy and program strategy / changes (Knowledge Repositories)
• IT Project Manager: Managed infrastructure remediation, decommission of applications and schema, platform stability, RSCA Assessment Oversight, Business Continuity Plans (BCP), and Entitlement Management programs
• Mentored and led a team of developers ensuring that we accurately tracked and reported deliverables to stakeholders and regulatory agencies weekly

Confidential

PMO IT Business Manager

Responsibilities:

• Developed and designed reports in Excel using VBA, vlookups, complex formulas to manipulate data and pivot compensation data
• Prepared external financial reports (SEC Reporting) by extracting necessary data using and ODBC links to an MS Access Database
• Ran Hyperion Essbase headcount and financial reports
• Using PeopleSoft and Oracle Databases extracted, transformed, and loaded (ETL) employee data to report on compensation including bonuses, employee lifecycle, and cost to employ