DEREK TOO

**** ** ****** ********, ** ***** 917-***-**** ace4rj@r.postjobfree.com

EDUCATION

New York University, School of Computer Science and Engineering, New York, NY

Master of Science: Computer Science 2013

Pace University, Lubin School of Business, New York, NY

Bachelor of Business Administration, Double Major: Finance and Business Economics 2004

EXPERIENCE

Consultant 04/2010 - Present

Client: JPMorgan Chase 01/2014 – Present

Business Analyst

Collaborate and work with the QT team to resolve data issues and

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the reporting process

Perform testing and streamlining processes

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Create programs in VBA that improve and automate tedious and

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manual tasks

Work with Futrix to perform monthly data pull

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Perform data analysis and data management for the QT team

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Link charts, graphs and tables from PowerPoint to Excel

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Write formula functions such as SUMIF, COUNTIF and other IF, IF

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THEN, nested IF and IF ELSE statements to calculate and solve problems

Use VLookups, pivot tables extensively in data manipulation

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Run case status reports and monitor their progress

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Prepare and create monthly reports for managers and peers review

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Document processes and applications development related works

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Perform user testing on created program and run them monthly on

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new records

Debug and fix code of programs that were created

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Interact with Managers and QT team members on reporting and

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sampling issues

Guide and teach onboarding individuals about the program,

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processes and procedures

Clients: Columbia University, NYCHA, iKnowTheChef LLC, BSP 04/2010 – 11/2013

Data Analyst

Met with team members for training session on what functions and steps to carry out new task

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Answered phone calls and guided students, their parents, and third parties to resolve billing issues

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Handled detailed reporting and analysis as to retention programs and their effectiveness

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Provided outstanding customer interaction and service on all engagements

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Used pivot table to count, sum, and average the number of cases

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Employed pivot table to condense and remove duplicate data on

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Excel Sheet

Utilized VLookup to determine if case in list A is also in list B

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Used VLookup to determine if a List of Zip code in List A is also in

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List B

Used formulas such as Count-If to count how many of a particular

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user exist in a certain range

Used if and nested if statements to analyze and manipulate data

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Performed UAT testing on the built applications

Worked with the Columbia’s Student Financial System

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Primeshares 04/2008 – 03/2010

Data Warehouse Manager

Supported various account managers by maintaining the SLX SQL

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database server

Converted and manipulated claims in PDF documents into excel for

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mailing and importing onto SLX SQL server

Prepared report in excluding all amount that is less than $50K and

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see how many claims we have left

Worked in the operation support function of IT that helped streamline

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processes related to data manipulation

Performed hands on technical work on DBA work in SLX, SQL server

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and Visual Basic Excel applications

Modeled data and the steps taken to efficiently streamline the

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process

Performed data integration and mapping between source data and

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its destination

Rolled out developed application interface for use for data

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manipulation and reporting

Documented processes and applications development related works

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Automated data retrieval and reporting processes to optimize efficiencies

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Gathered data requirements from different sources and used it for

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analysis and report creation

Meet with users to understand needs and conduct training

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Tested programmed applications and see how it reacts to different

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sources

Created Excel based models and integration as part of onboarding new clients

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Performed extensively the function of ETL to streamline time

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consuming process

Mapped cleansed data from source with SLX SQL data in our

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database

Bank of NY Mellon (Collateral Debt Obligation) 10/2007 – 03/2008

CDO / Data Analyst

Reviewed and analyzed the par difference between sentry and asset

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solution per each issuer

Reconciled principal and interest in CDO sentry

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Prepared for monthly and quarterly payment report

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Met with CDO analyst on a daily basis to obtain source info for

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analysis

Modeled data between different source of data and how we can use

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it to perform reconciliation between them

Wrote complex if, if else, nested if and if then statements

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Collaborated with team leader in doing hypo testing and

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reconciliation between CDO sentry and CDO admin

Resolved any principal, interest, and par discrepancies with Admin,

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Asset Solution and Sentry

Performed hypothetical trade test

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Created, managed and manipulated databases for various complex

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and dynamic reporting needs

Compared margin and maturity date with sentry and Asset Solution

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and resolved any differences

Utilized advanced programming skills to develop high quality reports

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Mapped data between our record, asset solution and admin

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Wilson Elser 06/2006 –

10/2007

Data Warehouse Administrator

Fixed bugs regarding to the developed VBA applications

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Altered the codes of the VBA applications and redesign of reports

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base on the changing need of the business

Prepared weekly, monthly and quarterly financial statements and

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reviewed attorney’s financial statements and reports

Analyzed client snapshot for each attorney, how much he/she is

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collecting and what status their invoices are in

Exported client’s AR from AS/400 database for analysis

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Summarized attorney’s invoice for each client they worked on and its

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total amount

Wrote Visual Basic codes (macros) and used pivot table, v-lookup,

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charts and formulas in creating financial reports

Produced e-bills not submitted report and analyzed them to

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determine their total outstanding cost

Designed and developed presentations and Excel based models that enhance

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and ease our clients workflows

Created inner and outer joins of tables on SQL viewpoint

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Analyzed, created and reviewed detailed financial models

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Worked extensively with the program administrator in the daily need

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of client’s information

Worked with AS400 and Sequel Viewpoint Financial Systems

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Clients: Merrill Lynch, Morgan Stanley, Citigroup 10/2004 - 06/2006

Consultant

Referenced historical trade order information archived to fiche

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Used micro printer to print trade information from fiche

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Created queries from MLTA database

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Exported queries data onto MS Excel

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Entered order/execution time and prices from printed trade data to MS Excel

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Added users into GRIS and RDR database

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Participated in conference calls with different regions in resolving UAT testing

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Monitored and fix problem PDF and text documents in NT and XP machine

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Fixed and ran charts and tables using data factory and PC table update

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Researched and analyze company tickers using Bloomberg and Avior

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Participated in weekly GRIS meeting with manager and fellow co-workers

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Answered calls from vendors, compliance and employees of Merrill Lynch

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Processed invoices and vendors into AP system for payment

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SKILLS AND TECHNICAL SUMMARY

Excel Specialist Advanced MS Excel, Macros, Custom Function, Lookups, Pivot tables, Charts, Graphs, Advanced Filter,

Loop, Nested if and if else statement, Count, Sum, Average, Systematic approach in analyzing data

VBA Developer Created robust VBA application, problem solving, data manipulation, Visual Basics, Created reports,

Streamlined processes using VBA, Created user form

DATA Modeler (Academic/Educational Background) Build database from the ground up, Created schema and ER-

Diagram to show the logical design of a database to reflect the business requirement, Implemented the

logical design of the database into the physical model, Tweak and remodel the designed database for

better performance

MS Access SQL, Queries, Tables, Forms, VBA, Switchboard, and Reports

Others Windows, Internet, WordPerfect, PowerPoint, Bloomberg, HTML, Access, Windows NT & XP, Outlook;

Saleslogix (SLX) DB, PHP, MySQL, C++, Java, Visual FoxPro, Visio, Bloomberg

ACTIVITIES / INTERESTS

Reading magazines, news articles, and books to keep

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informed

Participating in Venture Capital Club at Pace - analyzed companies

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for potential investments

Keeping myself up to date with the financial news as well as new

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technologies

Reading about the markets and try to understand how the markets

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are being affected by our economy

Networking with school peers and employers and maintain a strong

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relationship and connection

Contact this candidate