SUMMARY:

• Financial and Systems Analyst with experience generating financially - based reports and budgeting tools, including revenue, commissions, and volume reports, using VBA/SQL, PL/SQL, and FoxPro to automate the generation of periodic reports (weekly, monthly, quarterly, semi-annual and annual). Experience in CCAR developing models and templates to report to the Federal Reserve.
• MS Access / Oracle PL/SQL: Develop SQL statements in support of users. Develop a database in Access with a User Friendly interface for users to develop SQL statements. The user can also add SQL statements directly and use variables for items such as dates. Oracle SQL statements were developed in my latest project with Confidential in support of Payroll test files developed for the clients.
• Data Preparation / Review: Download / upload data, cleaning / scrubbing the data to ensure accuracy. Prepare market survey data used in statistical analysis. Some data is sent to be classified using data services, some is uploaded to a statistical website. Responsibilities also include reviewing the classifications for accuracy.
• MS Excel based Report Generation / Export Tools: Utilize VBA to support existing trading tools and to develop new ones using Rapid Application Development (RAD).
• MS Access based Report Generation Tool: Utilize a query building tool developed by a VBA Access programmer to generate SQL statements based on Finance SME requests for tables in a SQL Server database. Involves properly joining exchange rate, valuation, and customer tables to come up with accurate totals.
• Quarterly Commissions Report: Utilize Excel and Oracle to report quarterly commissions for Sales and Relationship Managers (Sales force of 100 strong). Verify data against additional data sources to confirm numbers are correct. Convert the daily generation of the Consolidated Daily Volume reports from MS Access to Oracle.
• Excel based Budget Tool: Managers use this tool, which contains significant VBA programming, to plan their annual administrative expense budgets ( Confidential ).
• CCAR: Develop Excel/Access models which are used to meet the requirements of the Fed Stress Testing. Templates developed for different testing scenarios, and Excel updated files based on SAS data imported into MS Access ( Confidential ).
• Periodic Financial Reporting: Transfer the Foxpro/Access/Excel reporting system in house (previously an outside consultant was used). Improve process to run faster and more efficiently - it was previously taking a full week to generate the weekly reports, but the process was brought down to three days. Automate financial case reporting by client using Access and Excel to generate operating profits for selected clients. Checks and balances are now in place to verify data is correct for the FoxPro system and the case analysis ( Confidential ).

TECHNICAL SKILLS:

• MS-Access/Excel
• SQL
• PL/SQL
• MS Access
• Excel
• Oracle
• SQL Server
• Python
• C++
• Java

PROFESSIONAL EXPERIENCE:

Confidential

Oracle SQL - Boston, MA

Responsibilities:

• Generate payroll test files in a timely manner in order that client configurations are ready to run by year end due dates (Open Enrollment OE and Ongoing files ONG ).
• Generate test clients in a simulation environment and write Oracle SQL statements in order to test new client payroll configurations.
• Generate SQL statements with variables which users can modify in support of management requests.

Confidential

Access / Excel VBA Programmer- Ewing Township, NJ

Responsibilities:

• Manage Access/Excel programs using VBA (Office 365) in order to automate processes involving GTINs and U.P.C. Barcodes.
• Customer engagement activities - manage lists of emails to ensure clients are only emailed periodically.
• Luminoso Daylight - Prepare and upload survey data to Luminoso Daylight for statistical analysis.
• Develop queries in Dynamic 365 (CRM system) in order to pull client information on a weekly basis which is emailed out to a service for classification purposes, and uploaded into another system using a Python script.
• Upload files to Luminoso’s Daylight, used to analyze conversational text (including support tickets, open-ended survey responses and product reviews).
• Upload results files to an FTP site.

Confidential

Oracle SQL - Boston, MA

Responsibilities:

• Generate test files in a timely manner in order that client configurations are ready to run by year end due dates (Open Enrollment OE and Ongoing files ONG ).
• Generate test clients in a simulation environment and write Oracle SQL statements in order to test new client setups.
• Generate SQL statements in support of management requests.

Confidential

Oracle SQL / VBA Programmer - Boston, MA

Responsibilities:

• Changed the way Confidential generates SQL statements by creating an MS Access database using a Pass-Through query to pull data from Oracle. The database has a user-friendly interface which allows users to put together a SQL statement with a basic level of knowledge about SQLs. Users can also store and run SQL statements to the database, and can incorporate variables to change the values every time they run the SQL.
• The Pass-Through query in MS Access (used by the database above) was developed by other users to run reports by storing a link to the Access macro on their desktop, and Confidential put together the code to export the data to a designated folder. These reports are now run at the click of a button and the report is exported to a designated folder.
• Put together documentation on Best Practices for SQL development at Confidential . This includes:
• Providing field criteria to optimize SQLs.
• SQLs to pull “Top of Stack”, or the active records for a given client, purchaser of insurance, or their dependents.
• Information on which SQLs have Pre-Defined Views which automatically generate Top of Stack and can be used to develop SQL statements.

Confidential - Jersey City, NJ

Rapid Application Development

Responsibilities:

• Develop regulatory reporting database using Access and Excel (Excel and text files need to be formatted using VBA), which generates output used to report on various financial figures worldwide. Use of class modules is incorporated.
• Use MS Access and Excel VBA to extract, maintain and develop financial reporting and data file importing programs using RAD in support of trading activities. Use of class modules is incorporated to restrict logon to the appropriate users.
• Upgrade and develop RAD tools to utilize extracts from the new financial reporting database.
• Develop Batch files to copy and open Excel files to a user’s temporary folder in order that the user has the most up-to-date currencies every time they use the tool.

Confidential

Microsoft Access / SQL Server Support - Jersey City, NJ

Responsibilities:

• Develop SQL code in SQL Management Studio, paying meticulous attention to detail and verifying that the totals of the datasets generated matched the correct figures. Work under tight deadline.
• Use MS Access to generate SQL queries and reports from SQL Server tables using a pass-through query. Tables need to be properly joined in order to pull exchange rates, valuation totals, and customer information for financial products such as Swaps and Options.
• Generate queries and reports based on requests from Finance SMEs.
• Create / Update Relationship Diagrams for queries developed for SMEs.

Confidential - Jersey City, NJ

Excel/SQL Programmer

Responsibilities:

• Use Excel VBA to extract Excel files from Outlook and save to/send from SharePoint Sites and to generate summary reports which show users who should no longer have access to a given application.
• Create an HTML email template to email records from Excel to managers to approve user lists for database access. HTML is used in order that particular pieces of information can be inserted into the body of the email without ruining the formatting.
• Use VBA to Parse data from text files into Excel and to validate data to ensure correct files are being returned by users and that all entries have been made.
• Use SQL statements in Excel (against Excel worksheets) to validate data.
• Develop process charts using Visio to show the flow of the programs developed.
• Automating the manual certification process took this job down from a full-time job (for a single individual) for the four weeks this process was run to less than one day in man hours.

Confidential - Manhattan, NY

Access/Excel/SQL Programmer

Responsibilities:

• Develop PL/SQL procedure to summarize trading volume and account footprint.
• Develop new commissions, revenue, and volume reports sourced from Oracle and reported in Excel utilizing SQL embedded within Excel VBA.
• Automation of the daily volume reports moved the data from MS Access to Oracle. Oracle can handle a much higher volume of data and the system can be run faster and more efficiently than through Access.
• Develop process to upload data from Salesforce.com reports to Oracle so that account assignments for Sales Managers and Relationship Managers can be updated.
• Produce Quarterly Commissions report, used to determine the quarterly commission payouts for the Sales and Relationship Managers.
• Document processes which are in place and improved upon them using automation.

Confidential - Sparta, NJ

Excel VBA Consultant

Responsibilities:

• Using Excel 2007, develop program to assign optimal delivery routes and consolidate loads, allowing for most cost-efficient options to be selected.
• Develop VBA code to import data out of SQL Server and SQL queries which get run by the Task Manager to import/export data.
• Review programming code to verify the information is correct (data being imported, formulas making calculations, reports generating the proper totals).

Confidential, NY

Excel VBA Consultant

Responsibilities:

• Using Excel 2003, develop program as a team to allow managers to prepare and modify proposed budgets for their area, including US and non-US territories.
• Using VBA, develop a form to update manager names for territories when they change.
• Develop testing tool using VBA to ensure the data imported matches the data source.
• Develop test procedures and test program to ensure changes to data are accurate and features are working properly.
• Excel features for this project include Forms with list and drop-down boxes, filtering through VBA, development of Pivot Tables through VBA (along with filtering based on user input), population of list boxes through For…Next Loops, Conditional “If” and “Select Case” statements, arrays and Conditional Formatting. Various troubleshooting techniques and testing procedures in place to ensure data accuracy.

Confidential - Teterboro, NJ

Excel VBA Programmer

Responsibilities:

• Automate Semi-Annual process in Excel 2010 which reports product sales for the directors/managers of various marketing departments.
• Automate data formatting and categorization (previously manual) and the development of Pivot Tables to report categorical sales.
• Use VLOOKUP feature to standardize terminology.
• Develop pie graphs via programming code to show percentage of business (colors which show on the pie graph are coordinated with the company’s colors for given product lines).
• Through automation of this process, managers of particular product lines can format and verify data for particular data sets and generate pivot summaries from the click of a button. This reduces man hours to manipulate the data and generate the output and increases accuracy.

Confidential - Montvale, NJ

Access VBA Programmer

Responsibilities:

• Create Access database (2010) which contains product training material for sales people. This program provides a single source to pull the material from.
• Access tools include use of forms and reports, using VBA to ensure accurate data entry and proper report generation. Forms include VBA programming code behind the controls to verify accuracy of data.

Confidential - New York, NY

Financial/VBA Consultant

Responsibilities:

• Develop Excel/Access models which are used in the Federal Reserve’s “Comprehensive Capital Analysis & Review“ (CCAR).
• Use Index…Match and GetPivotData commands to retrieve the data into the templates.
• VBA programming code in use to update Excel 2007 tables based on new input files.
• Format multiple files for each business unit to have the same look across businesses as all files and ensure that data is pulled in the proper row headers and columns have standardized names, allowing formulas to pull in correct values.
• Completion of this project helped Confidential to meet the requirements placed on large banks who are considered “too big to fail” by the Federal Reserve.

Confidential - Somerset, NJ

Senior Financial Analyst, Sales/Financial Reporting Division

Responsibilities:

• Generate weekly, monthly and quarterly sales reports using Access (2003 and 2007), Excel (2003, 2007 and 2010) and FoxPro.
• Verify the validity of the information against existing data sources; FoxPro code development includes code to export data which the n gets exported into Excel and a calendar table to store the weeks, from which the user can select the proper week and the code will pull the correct information for that week, month and Year-to-Date.
• Develop a tool to do Financial case analysis, which shows the operating profit by taking the revenues by product and subtracting out expenses by showing a breakdown of product expenses for the selected client.
• Develop, upgrade, and troubleshoot Access/Excel programs using VBA.
• Update Access Invoice program to automatically pull in the invoices through programming code from a directory.

Confidential - Somerset, NJ

Access/Excel VBA Programmer

Responsibilities:

• Transfer a FoxPro program developed by an outside consultant in-house by modifying program code to connect to Confidential ’s Network drives and servers, and to connect to the newly installed databases provided by the outside consultant. These are the reports being generated on a weekly, monthly, quarterly, semi-annual, and annual basis in the Financial Reporting division for Confidential .
• Development of the above FoxPro program allowed Confidential to continue generating its periodic reports after the agreement between the company and the outside consultant ended.
• Develop, upgrade, and troubleshoot Access/Excel programs using VBA in support of the company’s Sales/Financial Reporting department.
• Update Pivot Tables with new weekly/monthly/quarterly information.
• Develop queries to retrieve information for reports.
• Import data and verify sales and financial information using variance analysis.

Confidential - Manhattan, NY

Excel VBA Programmer

Responsibilities:

• Reports compare actual vs. estimated ratings to determine if clients will receive television spots.
• Develop an Excel program using VBA which generates reports based on data imported from SQL Server, Excel and text files.
• Update reports to pull data based on user-criteria.
• Develop a calendar tool which allows specific time periods to be selected (calendar tool not available if MS Access is not installed with Excel on computer).

Confidential. Livingston, NJ

Excel VBA Programmer

Responsibilities:

• Upgrade Excel to Office 2007 which generates a report showing new clients. Determination made that Office 2003 had to remain in use because Office 2007/2010 does not support DB2 files.

Confidential - Manhattan, NY

Access VBA Programmer

Responsibilities:

• Develop an Access program using VBA and SQL which tracks payments to complainants from defendants.
• Program connects to Excel from Access, creating a form and populating with data.
• Develop programming code to verify manually entered data is correct.

Confidential - Branchburg, NJ

Excel VBA Programmer

Responsibilities:

• Develop Excel programs using VBA which track orders, using Excel to import data from other spreadsheets and verify the data.
• Automate the program to update the reports by automatically importing the data, verifying it is in the correct format, and then updating the reports.
• This Excel file allows Confidential Wireless to better track client issues that arose, which allow the company to ensure all issues were handled in a timely manner. The report includes an aging tool to show how old an issue is. Automation of the file reduced man hours from one hour each week to five minutes, and increased the level of accuracy due to human error.

Confidential - Kenilworth, NJ

Financial Database Administrator / Software Programmer

Responsibilities:

• Develop/update financial databases and spreadsheet programs using VBA and SQL, including databases that track Capital Projects, Invoices, and Overtime Seniority Ratings.
• Enhance an Access database which tracks Contracts, Purchase Orders and Invoices to show alerts and to export data into Excel (development of macro to format the data in Excel) which gets imported into Business Objects. Develop Capital Projects database using ADO. Excel features include SUMIF, SUMIFS, VLOOKUP, CHOOSE, Pivot Tables, and graphs. Development of this program reduced the number of man hours to manually create Excel files (now created by the database), and efficiencies were realized across four maintenance departments and subcontract services - this standardized the report for all departments.
• Database Administrator for Datastream CMMS System (Maintenance, Oracle database) and ProCal CCMS System (Calibration). Develop Key Performance Indicators (KPI) and troubleshoot user issues (Help Desk Support).

Confidential - Kenilworth, NJ

Financial Database and Software Programmer

Responsibilities:

• Develop financial databases and spreadsheet programs using VBA and SQL, including databases that track Capital Projects, Invoices, and Overtime Seniority Ratings. Enhance Overtime Tracking database (Access), updating/adding forms, reports and tables as required. Excel features include SUMIF, SUMIFS, VLOOKUP, CHOOSE, Pivot Tables, and graphs.
• Write documentation for Lockout-Tagout procedures, Confined Spaces, and other GMP-related documentation. Update existing maintenance procedures for equipment and add new ones. Responsible for developing 700+ procedures for Confidential - Confidential for Subcontract Services in order to meet FDA deadline.

Confidential - Montclair, NJ

Senior Business Analyst

Responsibilities:

• Edit financial and market sections of reports of Top-50 pharmaceutical, biotechnology, and managed-care firms. These reports sold for $1000+ per copy and the clients include the key players in the pharmaceutical industry.
• Manage product and alliance databases using Filemaker Pro. Oversee the production of reports, including Autoimmune and New Products reports.

Confidential

Access / Excel VBA Programmer - Ewing Township, NJ

Responsibilities:

• Manage Access/Excel programs using VBA (Office 365) in order to automate processes involving GTINs and U.P.C. Barcodes.
• Customer engagement activities - manage lists of emails to ensure clients are only emailed periodically.
• Luminoso Daylight - Prepare and upload survey data to Luminoso Daylight for statistical analysis.
• Develop queries in Dynamic 365 (CRM system) in order to pull client information on a weekly basis which is emailed out to a service for classification purposes, and uploaded into another system using a Python script.
• Upload files to Luminoso’s Daylight, used to analyze conversational text (including support tickets, open-ended survey responses and product reviews).
• Upload results files to an FTP site.

Confidential - New York, NY

Excel Consultant

Responsibilities:

• Troubleshoot Excel spreadsheet issues which arose upon upgrading from Excel 2003 to Excel 2010 and make recommendations to improve the system.
• The users could not open the Excel files due to upgrading the macro modules.
• Workbooks were extremely large due to the data range imported into Excel (blank, formatted cells were imported, causing issues).
• Due to the volume of data and the high number of external data sources (other Excel workbooks), the process was becoming “unwieldy”, and process is prone to user errors due to the formulas which have to be entered.

Confidential - Princeton, NJ

Excel VBA Developer

Responsibilities:

• Create template for project management tool.
• Automate formatting of report to update upon adding/deleting rows.
• Use conditional formatting in Excel to determine if critical dates are approaching.
• Format template for appearance, printing and upload into Microsoft Project.