SUMMARY

• Advanced working knowledge of Microsoft Excel
• Experience using any database SQL language
• Experience with MS SQL Server Management Studio
• Extract and manage large data sets from various vendors
• Update and maintain bulk data imports
• Develop reports based on business requirements
• Deliver scheduled or ad - hoc reports in a timely fashion
• Perform data audits (QA)
• Manage data related vendors and hold them accountable when inconsistencies in the data are present
• Identify opportunities to automate processes, remove inefficiencies, and improve performance
• Participate in cross-functional projects as needed
• Perform extraction, transformation, and loading of data
• Work with multiple departments and vendors to manage daily data and report requests
• Responsible for automating and streamlining processes to create efficiencies and speed decision making

TECHNICAL SKILLS

• Business Objects
• Crystal Reports
• Image Now - Doc management
• MS Access - 95 to 2013
• MS Office Expert 1995-2013
• PeopleSoft 11g (Oracle)
• SAP - Accounting software
• SharePoint 2007
• 2010
• 2013
• SharePoint Designer 2010
• Toad for Oracle
• SQL 2008
• Visio 2010
• Windows 7
• Server 2000
• Windows 10

PROFESSIONAL EXPERIENCE

Confidential

SharePoint Developer/ Admin/ Trainer

Responsibilities:

• Interfaced with all departments for requirement gathering including accounting, IT, management and company stakeholders. Gained a Security Clearance.
• Create sites with web parts; create Library, list with metadata.
• Organize employees who need assistance and enable them to maximize the utility of SharePoint within their job function.
• End user Support, test solutions, Documentation (Xmind, Visio).
• Create user training & documents using MS Office Suite.
• Handled security and permissions for company end-users.
• Audit SharePoint input data and validate for accuracy.
• Created a Term Store in SharePoint which allowed the business to be more organized in their data search functions.
• Use MS Access on SharePoint; convert MS Access to SharePoint List.
• Developed and modified SharePoint user privileges as directed. Supported for one of the biggest SharePoint farms in the world.
• Provided consistent update reports and end of project summary reports for executives and management regarding status, implementation, and outcomes of projects.
• SharePoint 2010, Remedy, Office 2013, Xmind.
• Maintain content integrity
• Participate SP migration to new content environment analysis
• Imaging support
• Digitalization projects
• Field Mapping
• Also Features, Audit Log Reports, work with site collection policies, manage the site collection caching, and activate or deactivate Site Collection features etc.

Confidential

Application Developer/ BA Analyst/SharePoint Admin

Responsibilities:

• Created and supported an application for the Plant Overhaul Management team used for Project Management that tracks Cost, Work Orders, and Scheduling in a single environment.
• The application is built in MS Access with a back end in SQL and is used across three geographical regions where information is pulled from various environments to store in the application for later use and replication.
• Information was pulled from Business Object BI, Maximo, JDE and other applications.
• The purpose of the application is to track all work scope and documentation of the overhaul and be able to replicate for the next overhaul rather than start from scratch each time.
• Worked with project managers, business owners, business analysts, and database users to gather requirements in order to design, build, and maintain database objects and implement business functionalities.
• Created modified, supported and maintained database objects (Business Object BI) including tables/columns, views.
• Run MS Access queries to extract data, run forms that pulled data from Maximo and merged with the new data.
• Used Toad to write SQL queries (Oracle).
• Extracted financial data from SAP HRIS for reports generation.
• Ensured design and development take into account all aspects of technical requirements and non-functional requirements.
• SharePoint 2007 & Migration to 2010 - Site owner, build sites and pages, create and support application to hook up forms to a SQL backend, create a MS Access database that was housed in SharePoint with a backend in SQL. Setup the Meta data for ease of use of the search engine.
• HRIS data mining for costing of project and verifying data.
• Created Training aids in word and PPT formats for use across all regions.
• BI reporting using SharePoint (multi universes).

Confidential

HRIS SQL Analyst

Responsibilities:

• Created reports in SQL, Crystal Reports and MS Access.
• Analyzed payroll data and provide to senior management.
• Liaison between payroll and other department needing information for reporting and filings.
• Verified and validated data in various systems with integration into a new PR system.
• Created and streamlined existing system for a more consistent process.
• TSQL Transact - data mining, write SQL statements, Executable packages.
• Connected to various SQL servers for gathering data for reports or other request from Corporate.
• Created, modified process using SQL, Crystal report and MS Access depending on best solutions.
• Created tools that enable the process to request timely and accurately.
• Trained other employees to use Crystal and SQL.
• Troubleshot process and resolve issues.
• BI Reporting (multi universe).

Confidential

SharePoint Administrator/ DB Developer- Support -Fleet Department/BA Analyst

Responsibilities:

• Managed, supported, maintained, developed, migrated MS Access 2003, 97, and 2010, managed SharePoint 2007 site and migrate to version 2010.
• SharePoint 2007 & 2010 Site Administrator. Used SharePoint Developer Tool created sites, pages, workflows, lists, reports and forms that integrated with MS Access 2007 & 2010, workflow and meta data.
• Created training aids and trained end users in the use of SharePoint.
• Developed reports to post on SharePoint Fleet Site.
• Developed Solution in Access for Tracking and analysis of Fuel consumption, as well as other metrics.
• Developed Access solution applications for tracking fleet issues, requesting fuel cards, reconciling fuel cards expenses.
• Created Report for fuel spends by Region, Area, Branch and vehicle.
• Developed Access solution for reconciling Rental of Equipment Company wide.
• Data Mining - linking to DB in Access, SQL, SharePoint and other sources.
• Project was the creation of a consolidated SQL database to house all Fleet information pertaining to the Fleet Equipment.
• Image Now - document storage.
• Managed, supported and maintained the following for the Fleet Department.
• SAP accounting, bills, journal entries, reporting financials etc.
• PeopleSoft (Oracle) queries, reporting, accounting.
• Troubleshooting - finding and resolving issues.
• Project Manager/ Six Sigma.

Confidential

BA Analyst/ Database Developer/ Support Admin

Responsibilities:

• Created a sweep process to upload data into their SQL database for their Mortgage software (Del Mar DataTrac).
• Created databases for the purpose of tracking loans, costing loans, and verifying data integrity.
• Supported and maintained DataTrac Del Mar Mortgage Loan software.
• Performed analysis of branches for profitability for manager (CFO) to make decisions on closing branches as well as metrics for various personnel.
• Built application (.exe) for the purpose of Federal regulated auditing of loans based on needs outlined by Accounting Manager.
• Found a major issue with their Loan Software and coordinated with the Software Company to correct issue - this was discovered by normal auditing on year end when we were getting ready to process 1099 and 1098.
• Managed the process for HMDA reporting and GeoCoder implementation.
• Put into place process for verifying accounting manually entered data for correction before they hit financials.
• Worked on a project to setup and track their property appraisal department to stay in compliance with their Banks i.e. Bank of America Chase line of credit.
• Liaison for their Banking partners to provide documentation on process in place to keep us in compliance with our banking partners.
• Documentation of processes.
• Processes were built in MS Access 2007 and make for end users with little to no knowledge of MS Access.
• QC on all projects.
• Pull information from their accounting software for the purpose of uploading to SQL (DataTrac)
• Created an application for remote site that allowed the branch to install on multiple computers for running specified report of the DataTrac Del Mar software.
• HRIS information reports for government reporting.
• Created web page for the corporate site for information on processing and where things are located that way if they computer crashes or has any other issue they will still be able to pull up information, time punch site so they can still work although their computer has issues.
• Streamlining accounting processes and creates MS Access application for various processes.
• Project management.

Confidential

Property Accountant/ SharePoint Administrator

Responsibilities:

• Implemented, supported, maintained, administered SharePoint 2007, creating sites, information on sites and adding users.
• Used and supported Yardi, Property Management software.
• Property Accountants for five of their Funds in each fund they would have 5-30 property’s with multiple tenants these funds were worth millions of dollars.
• Performed all the accounting for these properties for their Profit and Loss statement as well as Cash Flow and Balance sheet.
• Worked with auditors each year on my Funds.
• Worked on a project with the Investor Relation Department for a CRM solution, that would allow them to send out statements, and a way to verify the figures of distribution on quarterly bases.

Confidential

GL Reconciliation Specialist

Responsibilities:

• Reconciled West Coast and South Central branch GL, Bank and Credit Card (MAS) accounts. One reconciliation could take a week to complete just one since there are 10’s of thousands of records. These branches use Tolas as their account billing software.
• Took Excel workbook and use it to reconcile Tolas Download to Oracle.
• Reconciled bank and credit card accounts manually with bank statements and spreadsheet to Oracle.
• Streamlined the process using MS Access Databases.
• Responsible for GL entries as well as Adjusting entries.

Confidential

Staff Accountant

Responsibilities:

• Trained end users in QuickBooks Premier 2006 and QuickBooks Online while managing AR/AP, General Ledger, Payroll, Account Reconciliation and Collections.
• Designed and Managed Database in Access.
• Created user specific manuals for AR/AP procedures.

Confidential

Tier 3 Support Agent

Responsibilities:

• Worked with accounting professionals with using the software and how it work where data goes. Project Online Banking beta testing and QC with documents for best practices. One of four Subject matter expert for the Online Banking Module. Tier 1 as a Core+ Special projects included rewards and incentives. Delivered excellent customer support to end users on the Online Edition product as well as supporting fellow agents.
• ProSeries and Lacerte / Confidential .
• Pro Series and Lacerte Seasonal Tech Support.
• Supported all versions of Pro Series and Pro Series System. Supported Lacerte Systems and Individual Tax Module. Also supported Pro Series and Lacerte DRM and ETX (electronic filing).
• Project Management.

Confidential

Post-Closing Coordinator/Database Project Manager/BA Analyst

Responsibilities:

• Designed and implemented custom database application for the tracking of all loans through entire loan process, in compliance with Federal regulations.
• Designed manager reports for teams, and designed custom reports and queries for managers on request. Part of a three person team responsible for trained managers and end users in to effectively use the custom applications, queries, and reports.
• Managed the team that was responsible for the transition to Loan Works software. In charge of Quality Assurance for Loan Works and custom applications for the Loan application software.
• As Post Closing Coordinator, headed project teams for Quality Assurance of loan processes.