** * *** ****** #**, New York,
NY *****
******@*******.***
Lynn David Bauman
TECHNICAL
SUMMARY:
. Experienced systems & business analyst, database designer,
trainer, developer and administrator
. Use Access, Excel, SQL & VBA to create applications after
gathering requirements from end users
. Linked Access and Excel to streamline and automate reporting,
analysis and graphing
. Extensive data mining, data modeling and data cleansing
. Technologies include SharePoint, Microsoft ACCESS & EXCEL,
SQL, MS SQL SERVER, VB/VBA, Pivot Tables, ODBC, Business
Objects, Crystal Reports, PowerPoint, Word, Visio
EXPERIENCE:
10/10 - Present Citibank Private Wealth Management, Long Island City
SharePoint Site Construction & Administration/Project Lead/Data
& Reporting Analyst
. Created Access-based system to validate FA compensation
against expected payouts.
. Built and maintained SharePoint site containing
Marketing/Referral/AUM/IC and related reports, liaising
between business side and offshore analytics team.
. Liaised between Marketing and Technology in launch of PWM's
first E-Marketing Newsletter.
5/10 - 9/10 Short-Term Consulting, Manhattan
Data Analyst/Database Developer, Venio [Asset Search & Recovery]
. Wrote SQL scripts & MS Access / Excel to analyze raw data
from financial institutions.
Business Analyst/Data Modeler, Citi Global Functions Group
. Aided with data modeling and advised on development of new
Global Allocations Access-based application involving large
(1mm+) record sets; also data analysis using Excel.
3/04 - 7/09 UBS Equity Capital Markets Group, Manhattan
ACCESS & Excel Reporting Applications Developer/Business Analyst
. Adapted Excel spreadsheets into Access Database applications
for League Table ranking, Derivatives, Convertibles and
Alternative Capital Markets (improved reporting efficiency
500%).
. Functioned as Business Analyst to gather user requirements
and track projects.
. Created three new Access applications for deal analysis and
to track clients and deal progress.
. Data mining from external financial applications Dealogic,
FactSet and Business Objects used in analysis of proprietary
resident data.
. Used SQL, VBA and Macro Programming Language to enhance existing Access
database applications
. Wrote manuals and trained users on Access applications and
other Microsoft Office components.
3/02 - 10/03 Radianz (Reuters) Operations, Manhattan
ACCESS-SQL Server Application Developer/Administrator
[Move/Add/Change Project]
. Performed as Business Analyst & Developer in creating M/A/C
application tracking move of financial services (i.e.,
Bridge, Instinet, etc.) to financial institutions via
circuits/ router installations.
. Met with users to gather requirements; ultimately trained
users on application functionality.
. Upsized Access database to SQL Server (including Views and
Stored Procedures).
. Administered database in Microsoft SQL Server (permissions,
etc.).
. Auto-generated analysis reports using SQL Server, ACCESS,
Business Objects/Crystal Reports.
. Developed interactive web-based reports and forms with
VB.NET/ASP.NET/ADO.NET/html.
10/01 - 12/01 UBS Warburg Production (Publishing), Manhattan
Publishing Application Developer (ACCESS)
. Enhanced custom application tracking analyst publications,
including all aspects of sector details as well as publishing
considerations using SQL, VB, Excel and advanced macros
6/01 - 9/01 Deutsche Bank Special Events/Conferences/Marketing, Manhattan
Conferences & Special Events Application Developer (ACCESS &
Excel)
. Built custom applications and modified existing database
applications for Special Events, Conferences and Marketing
(accounts/financial tracking) areas using SQL, VB, and
advanced macros.
. Auto-generated advanced reports showing counts, averages, and
totals (direct and pivot table).
10/00 - 4/01 Morgan Stanley (Network Control Center), Manhattan
Network Operations Application & Web Site Designer/Developer
. Designed and built three custom ACCESS database applications
tracking inventory, etc.
. Designed and built a global application (accessed through
intranet) that provided worldwide coordination of weekly
upgrade/problem resolution events to be performed by Network
Operations.
. Designed and built an interactive intranet site using MS
Front Page and html. Wrote an instructions manual (MS Word)
for each application, then trained users individually.
5/97 - 9/00 Morgan Stanley Investment Management, Manhattan
Web Site Designer/Developer (3/00 - 9/00)
. Created all pages and file structures for an intranet site
using html and MS Front Page.
. Incorporated contractual agreements between Investment
involving custodian banks.
Securities Lending Program Analyst (6/98 - 9/00)
. Created relational Access database of information on various
funds.
. Generated Excel Graphs for management reports, showing
performance of individual funds, and comparison between
funds.
. Utilized Excel Pivot Tables for further analysis of data.
Interest Compensation Claims Specialist (Risk Management) (5/97
- 9/00)
. Established all company policies and procedures (adopted by
all domestic and international offices of Morgan Stanley)
regarding interest charges from custodian banks and brokers
as a result of failed trades.
. Created a company-wide ACCESS database of failed trade data
in all product groups.
. Identified and quantified causes of failed trades (Foreign
Exchange, Equities, and Euroclear) through investigation of
electronic transmission problems (BRAID, SWIFT, etc.) and
instruction errors.
. Negotiated away about $2MM in potential risk.
. Provided monthly management reports on all aspects of
interest claims activity (pivot tables).
. Created Trend Analysis Graphs of interest claim activity for
all product groups.
. Liaised with representatives of all banks and brokers to
follow up on claim investigations and to arrange netting of
payments etc.
Former Career:
1991 - 1997 Self-employed as an independent video producer (specializing in
electronic editing)
EDUCATION:
Oklahoma City University, Oklahoma City, OK
. BA Speech/Theatre/English (National Merit Scholar)
TRAINING:
Center for Media Arts, New York, NY
. Certified for Television Production (Camera, Editing,
Producing), certified A/V technician
The Career Center, New York, NY
. Word, Excel, PowerPoint, WordPerfect-DOS
Morgan Stanley Dean Witter (Training Center), New York, NY
. ACCESS, html, Visual Basic, MS Office, Netscape, Accounting,
Investment Management
New York University, New York, NY
. ASP.NET class emphasizing web-based database applications and
reporting from ACCESS & SQL Server