Professional Summary:

• Over 7 years of IT and Financial experience as Excel, Access/ VBA Developer and Financial Analyst.
• Experienced in Excel add - ins (XLA) technology.
• Strong expertise in writing complex Access, Excel Macros with Excel VBA for different Business Environments.
• Extensive experience in designing templates, user forms, user defined functions and creating and using add-ins.
• Experienced in working with pivot tables, graphs and reports.
• Detail-oriented Financial Analyst with hands-on experience in quantitative / statistical analysis, budgeting, accounting, and forecasting.
• Create NPV, IRR, discount cash flow, and ROI models for evaluating financial implications of new products and investments, and provide recommendations to senior management
• High interest and earnest fondness for Quantitative Finance, Trading and Risk Management.
• Adept in report design, table/query design and automation utilizing VBA modules.
• Proficient in extracting data from different file formats like XML, text.
• Tremendous experience in tuning the MS Excel, Access queries and the data base.
• Extensive experience in Manual, Automated and Load testingof integrated applications.
• Competent in loading data from multiple data sources into Excel Reports using Excel VBA.
• Evaluated numerous complex system problems and user requirements. Developed the ability to develop structured and modular solutions. Built program specifications, requirements analysis and internal design to meet rigorous client standards.
• Designed database maintenance plans to set up core maintenance tasks to make sure that the database performs well, is regularly backed up in case of system failure and is checked for inconsistencies
• Experienced in performing investment data research through use of Yield Book, Reuters and various other financial applications and websites.
• Worked on creating an Add-In function to implement custom functionality in Excel. The add-in file performed a Monte Carlo Simulation of possible investment outcomes.
• Quick learner and team player with ability to work independently.
• Excellent communication, inter personal, presentation, analytical and trouble shooting skills.

Education and Certification:

Master’s In Business Administration

MS Excel 2003/2007/2010, MS Access 2003/20072010, VB4/5/6, VBA, Bloomberg (including Excel API functionality), E-Views, and Yield book, SQL Server2005/2008 and Crystal Reports 8.5/ 11. C, C++, XML, HTML, Java, PL/SQL, MS-Access, MS-SQL server, Oracle.

Projects Summary:

Confidential,Stamford, CT

Financial Analyst/ Excel/Access VBA Developer

GE Capital provides commercial lending and leasing, as well as a range of financial services forhealth care,media,communications,entertainment, consumers,real estate, andaviation. The project was for fixed income portfolio unit at GE Capital. The project objective was to develop efficient fixed income portfolio for investor’s risk-return objective and to develop forms, P&L Reports and portfolio reports using Excel, VBA, and Access.

Responsibilities:

• Developed the objectives and strategies for client portfolios.
• Actively assisted and participated in the investment decisions which impacted the Fixed Income Portfolio.
• Developed strategic and calculated asset allocation strategies to meet risk and return objectives.
• Supported team members in pricing module development of fixed income products using Excel and VBA.
• Developed Excel/VBA based financial programs utilizing Bloomberg API to monitor market volatility, key rate duration and Monte Carlo simulations to estimate VAR with particular focus on relative value trading as well as mapping of yield curve reshaping/shifting scenarios.
• Investigated new trade ideas, investment opportunities and market developments for inclusion in the portfolio.
• Participated in creation of spread sheets for reconciliation of fixed income and derivative products.
• Created user defined functions, add-ins, menu bars, forms and user friendly interfaces that support various P&L reports and daily tasks.
• Produced daily risk report encompassing VAR assessment, scenario analysis and stress testing using Excel and VBA.
• Managed relationships with clients and created unique and specific portfolios for these clients.

Tools: & Technologies:

MS Excel 2007, MS Access 2003/2007, Bloomberg API, SQL Server 2008

Confidential,PA

Financial Analyst and Excel/Access VBA Developer

FedEx Groundis a shipping company which is a subsidiary of theFedEx Corporation. Originally conceived as a lower cost competitor toUPS,Roadway Package System (RPS)was created to take advantage of newbarcode,material handlingand computer technologies. The project was to develop an application to provide analytics support for their client’s and also to develop templates, reports, and performance attribution module to measure Managers efficient allocation of investments in different segments, risk/return measure using Excel.

Tools: & Technologies:

MS Excel 2007, MS Access 2003/2007, Bloomberg API, SQL Server 2008

Responsibilities:

• Interacted with financial analysts to gather requirements, test plans and DBA’s for database schemas.
• Designed and developed MS Access user interfaces with user validations using VBA.
• Used VBA extensively and provided options to query the data based on their selection.
• Imported data from SQL Server into Access.
• Created Excel applications (VBA, Macros) to import historical data which include multiple databases and perform various statistical analyses, charts and graphs.
• Developed user defined functions to calculate performance attributions, Sharpe ratio and various other functions to evaluate investment manager’s performance
• Developed multiple Excel/VBA Forms for data capture and report generation
• Used Bloomberg API’s to retrieve historical and market data of indices as a benchmark to compare with the performance, investment style and risk profile of the investment manager.
• Authored Queries for retrieving data into forms and reports.
• Wrote macros to convert Excel data into to a web page
• Developed program to load market data from Bloomberg API, SQL Server 2005 and update static data and fed to convert various feeds/reports into HTML pages.
• Developed procedures in MS Excel for export and import of data to and from MS Access
• Error reports and Audit reports were generated as a result of error traps
• Performed extensive analysis to debug, troubleshoot and optimize programs.
• Validated multiple unit testing modules throughout application development.
• Followed SDLC procedure throughout the financial model, modules and reports development.
• Managed change requests received from the business and to ensure the releases of new functionality.
• Created requirement details documentation, implementation documentation, user acceptance testing documentation, support documentation, user manuals and technical documentation throughout the application development.

Tools: & Technologies:

MS Excel 2007, MS Access 2003/2007, Bloomberg API, SQL Server 2008

Confidential,NY

Financial Analyst and Excel/Access VBA Developer

Confidential Inc. is a diversified global financial services holding company whose businesses provide a range of financial services to consumer and corporate customers. The goal of the project is to create a database for their clients as well as to generate reports for their clients related to their portfolio.

Responsibilities:

• Designed and developed the database tables and forms in MS Access.
• Collected data for investors into text files using custom written program.
• Developed queries and macros for reporting purposes.
• Developed modules to export the data to excel for creating charts and graphs.
• Developed procedures in MS Excel for export and importing data to and from MS Access.
• Audit reports were generated to track errors.
• Created cubes by extracting data from fact tables, dimensions and data marts.
• Performed sensitivity analysis for internal and external reporting and portfolio risk management.
• Developed modules for archiving data in the database.
• Implemented financial functions in excel to calculate present and future values and net present values.
• Optimized portfolios to diversify assets and other class of investments
• Converted entities and attributes into tables and fields and defined the relationships and cardinalities between different tables.
• Created and used stored procedures and views for enhancement of performance while retrieving data and exported the reports in MS Word format for further processing.
• Created formula for manipulating data fields and data types like numeric, string sets and logical values.

Confidential,Fort Washington, PA

Financial Analyst and Excel, Access VBA Developer

GMAC Financial Services is a global finance company operating in and servicing North America, South America, Europe and Asia-Pacific. GMAC specializes in automotive finance, real estate finance, insurance, commercial finance and online banking. The project was for financial and IT unit at GMAC Financial. The aim of the project was to Develop Executive Dashboard using Access/Excel/VBA, which Provides one-page summary of Time Allocation and Budget Spending of Sales Training Force.

Responsibilities:

• Designed Dashboard, a front end Excel/user form based application which connects to back end Access database using Excel/VBA.
• Created custom tool bar in Dashboard to automatically import data such as Budget & time allocation, field trainer list, categories, reason codes, etc into Excel from Access database.
• Created user-interface for capturing manually entered data.

  Filtered/sorted data based on column entries using Excel/VBA.

• Created dynamic charts such as Needle chart, Pie chart & Bar chart displaying vital data such as Time allocation and Budget spending through VBA
• Automated the printing process of excel reports such as performance matrix report and Budget spending report on monthly and YTD(Year to Day) basis and sending them as an email attachments using Excel/VBA macro.
• Performed the unit testing of Dashboard application and debugged the errors encountered.

  Performed UAT testing of Dashboard application.

• Prepared User manual of dashboard creation for non-technical users and provided user guide explaining different functionality of the dashboard.
• Built user guide for technical users providing vital information to create new users for the Dashboard application, to load data necessary to update Dashboard and logical diagram of flow of data from flat files to Dashboard.

Tools: & Technologies:

MS Excel 2003/VBA, MS Access 2003, SQL server 2005, Oracle 8.0.