Sales Data

LEONARD S. GORDON

Trumbull, CT *****

Phone: 203-***-****

Email: *******.******@*****.***

SUMMARY

Experienced developer of front office support systems for commodities traders;

concentrations in developing automated Microsoft Excel and Access systems and

manipulating data in an Oracle database; first-hand knowledge of

financial/capital markets especially fixed income and asset-backed securities.

SKILLS

VBA, VB, Excel, Access, Oracle SQL, C#, Trader Desktop Support, Reuters,

Capital Markets, Fixed Income, Asset-Backed Securities and Securitization

EDUCATION

MBA University of Chicago, Operations Research

BBA George Washington University, International Business

EXPERIENCE

Tommie Copper Mount Kisco, NY September 2013 – December 2013

• Tommie Copper is an athletic apparel company that is experiencing explosive

growth since its inception in 2011. My role was to develop Excel\Access VBA

based applications to streamline manual tasks.

Wrote code for Media Department to summarize daily reports for

media expenditures, accomplishing a 3 hour manual task in seconds.

Streamlined an Excel workbook for the Production Department to

project product sales with user defined assumptions and to use those

projections to determine when to order and produce new inventory.

The key tool is a custom user form.

The Customer Relations Department needed a reliable way to manage

returns and exchanges. My application used interactive in-cell

dropdowns and retrieval of customer data from the database to produce

requests from the inventory center. The automated system eliminated a

manual system that produced nearly 30% errors.

Diageo Corporation Norwalk, CT May 2013 – July 2013

• Wrote an Excel application to reconcile sales data from two different databases.

The user had a custom form to download both sets of data. The data was checked,

using a VBA routine to ensure its integrity and the resulting data was used as the

source for a pivot table. VBA code was used to customize the pivot table and

visually highlight the data differences between the databases. The workbooks

were distributed to field office for review.

CitiBank NY, NY September 2012 – April 2013

• Excel/Access – Lead developer of an Access database used to automate the

organization of data from business units, worldwide, for the bank’s CCAR

submission to the Fed. The application was heavily dependent on VBA coding

and Access macros to manipulate the Excel workbooks that the business units

submit. The data were analyzed with Excel pivot tables and linked via ODBC

connection to tables and queries in the database. There was also a data mapping

capability to map input data to the required form of the output template.

J P Morgan NY, NY

(Sempra Energy Trading, Stamford, CT prior to 7/2010) June 2000 – July 2011

Credit Department

• Margin calculation – Developed a major Excel application to calculate daily

margin requirements. It extracted counterparty exposure from an Oracle database

and calculated corresponding margin requirement. The application provided

custom tools and report-writing features to provide the credit analyst the ability to

make necessary margin calls. For five years it was the sole tool that Credit used

to support margin activity.

Accounting Department

• Futures Hedging – Wrote VBA code to match Gasoil futures hedges

against physical oil positions. The tool provided regulatory compliance to ensure

mark-to-market accounting treatment for the physical positions and saved

millions of dollars in P&L.

• Access Database – Automated an Access database application that tracked

legal compliance by line of business. Created a user interface with buttons to

perform each task - import over two million records from multiple Excel

spreadsheets into the database, execute SQL to validate data integrity and then

determine whether legal action was necessary and wrote corresponding reports.

The process, run weekly, saved half a day’s work.

Trading

• Write and support custom trader Excel applications that analyze option

pricing, calculate expected profit/loss and enter/retrieve trades from an Oracle

database.

• Update trader spreadsheets with real-time Reuters feeds to highlight

necessary actions for current market conditions.

Treasury Department

• Credit Line Utilization – Created an Excel application that analyzes the

use of the various credit lines either by the issuing bank or by Sempra. The data are

drawn from an Oracle database and pulled into a series of pivot tables that are

manipulated by the VBA code.

Independent Consultant developed computer applications 1994 - 2000

A small sample of clients includes:

• Goldman Sachs & Company – Worked on the team to install Office 2000

operating system and ensure that VBA macros writing for Excel, Access and

Word would operate properly.

• American Securities – Developed an Excel system that would analyze

proper hedge strategy for equity trading positions.

• Insurance Services Offices – Automated a report-writing procedure by

consolidating data from network files.

• Warner Lambert Company – Wrote extensive Excel application to analyze

product performance and project sales.

Investment banking and financial services 1982 –

1994

• Ironwood Capital Partners, Ltd., Hartford, CT

A boutique investment bank, concentrating in asset-backed securities

Managed the documentation and marketing of private-placement

Asset-backed securities.

Developed tools to analyze, and stress the assets of the pool in order to

structure a security that met buyer’s investment goals, particularly average

life.

• U. S. Securities, Inc. Hartford, CT

A regional Public Finance Securities firm

Solicited financings from tax-exempt issuers.

Modeled the mathematical analysis and wrote a program to allow this small

firm to win competitive auctions for tax-exempt underwritings.

• J. P. Morgan & Company, New York, New York

Created and marketed the first variable rate bond issue that was underwritten

by J. P. Morgan.

Wrote the software to structure the sale of municipal bond portfolio with

special put provisions.

• First Boston Corporation, New York, New York

Support role in developing structure for off-balance sheet project financing.

U. S. Geological Survey, Reston, VA. 1976 - 1982

Developed national policy over the disposition of federally owned natural

resources, primarily coal, based on a complex linear programming model. The

results of this model were used to determine which Federal tracts would be leased

and which infrastructure projects would be built.

Contact this candidate