POSITION Lead MS Access/Excel/VBA Developer – Excel Macro Developer – MS Office Automation – VB Scripting – Access/Excel Reports Developer – SSRS Reports Developer

SUMMARY A senior MS Access/Excel/VBA Developer and Subject Matter Expert (SME) with over 20 years' experience in developing front and back-end MS Access Databases and Excel Applications using VBA programming code (Excel VBA macros). Very skilled with database modeling and developing SQL Server databases utilizing Access as the user interface. Experienced in all aspects of SQL Server/Access/RDBMS Development including all MS Access Objects (tables, queries, forms, reports, macros, modules), T-SQL, XML, XPath. Very skilled GUI/Report Developer. An accomplished business consultant with excellent communication skills who is able to quickly grasp the requirements needed to implement a professional solution, producing high-quality work with attention to detail.

SOFTWARE MS SQL Server 7-2016 Visual Studio 2015, VBA, ADO, ActiveX, DAO, SQL, T-SQL, OLE, ODBC, XPath, MS Office 97-2016, SharePoint, Visio

CERTIFICATES MICROSOFT CERTIFIED TECHNOLOGY SPECIALIST (MCTS) - SQL SERVER 2005 (MCP ID: 6801241)

Microsoft Office User Specialist Master Certification (Mar ‘01) Certified Expert in entire MS Office Suite (Access, Excel, Word, PowerPoint, Outlook)

CLIENTS (Partial) Sun Life Financial, Prudential Insurance, RJ Reynolds, National Institutes of Health (US Government), New York Life, Diageo, Novartis, L’Oréal, Deloitte, AT&T, US Trust, Dun & Bradstreet, McKinsey & Co., Coach USA

EDUCATION Telshe Yeshiva College, Wickliffe, Ohio - Masters of Talmudic Law and Theological Education

Aegon Asset Management, Cedar Rapids, IA

MS Access/MS Excel/VBA Developer

Project: Company implementing new data sources affecting hundreds of MS Access Databases

Jan 2022 – Present

-Worked with stakeholders from different business units across the USA and Europe to remediate issues with Access and Excel

-Client facing interactions with investment portfolio and asset managers

-Generated reports for Compliance and Securities department heads

-Built Excel VBA Macros per user requirements

-Created Power Query solutions for ETL of data to replace Monarch

Environment: PAM, Aladdin, MS Office 365, SharePoint, Monarch, Agile-Jira, Teams

PepsiCo - Purchase, NY

MS Excel/VBA Developer

Project: Due to SAP and AFO implementation, Excel workbooks needed to be revised to work in new environment

Nov 2021 – Jan 2022

-Created an Excel Tool to simplify using the AFO interface. Used the AFO API to build the Tool.

oTool speeds up the data download process by 50%

oTool being used by hundreds of users across PepsiCo

Environment: SAP, AFO (Analytics for Office), MS Excel 365, SharePoint

Fiserv/First Data - Hagerstown, MD

MS Access/MS Excel/VBA Developer

Project: The Settlement Operations Division was upgrading to Office 365 from earlier versions of Office .Was tasked to build Access and Excel Applications in the new environment as well as remediating existing applications to O365.

Jan 2020 – Nov 2021

-Company has high volume of requests for automation and database tracking. Tasked to assist in fulfilling these in-demand requests.

-Designed and built an MS Access Database to download daily wire transaction data from mainframe and display the data in a user-friendly interface

-Built Excel Power Query solutions to replace Monarch to generate reports in a table format

-Main resource to monitor a spreadsheet which tracks Telecheck data

Environment: MS Access 365, MS Excel 365, Mainframes, Teams, Agile-Jira

Centene Corporation/Health Net Federal Services - Rancho Cordova, CA

MS Access/VBA - SQL Server Developer

Project: Due to Centene’s acquisition, a major systems upgrade was necessary from Win 7 to Win 10 and MS Office 2010 to Office 2016

Jul 2019 – Oct 2019

-Multiple Access databases developed as projects (adp) with a SQL Server backend needed to be upgraded to MS Access 2016

-As the adp format no longer exists in Access 2016, the databases needed to undergo major changes to be 2016 compatible

-Developed functions using pass-through queries through ODBC connections so as not to have to modify the existing SQL code

-Upgrades that were originally estimated to take 200 hours were accomplished in half the time, down to 100 hours

Environment: MS Access 2016, MS Excel 2016, SQL Server 2016

New York State Dept. of Health/NYSTEC - Albany, NY

MS Access/VBA Developer

Project: Remediated & enhanced a mission critical Medicaid Incentive Database. Greatly enhanced the user experience.

May 2018 – May 2019

-Provided support for the Support & Remediation DB for the NY Medicaid Electronic Health Record (EHR) Incentive Program

-Applied immediate critical fixes to the database and corrected performance issues so users can obtain data in a matter of seconds

-Participated in requirements gathering and enhancement planning

-Developed interactive forms, dashboards and reports within a very highly sophisticated business model

-Developed solutions to complex scenarios and utilized constant data checks to maintain data integrity

-Created VB Script to automate downloading Database Updates making new releases quick and error-free

-Used OBIEE for data querying and mining

Environment: MS Access 2016, MS Excel 2016, SharePoint, MDW, OBIEE

Disability RMS/Sun Life Financial - South Portland, ME

SQL Server Developer/SSRS Developer/MS Access Developer

Company was acquired by Sun Life – hired to assist Development Team with App Sep Project

Aug 2017 – Jan 2018

-Involved in full SDLC to publish modified Access forms and SSRS reports for business users

-Updated dozens of MS Access forms with modifications to VBA Class Modules related to the FlexGrid ActiveX Control

-Wrote T-SQL scripts to create or modify tables, views, sprocs and triggers in SQL Server

-Tasked with standardizing SSRS reports, removing SQL statements and replacing with Stored Procedures

-Created new SSRS reports per business requirements, including complex stored procedures

-Full Agile environment with daily Scrum meetings, using Jira to work on stories

-Attended Sprint Planning Sessions

Environment: SQL Server 2016, Visual Studio 2015, MS Access 2016, FlexGrid, IBM Notes, TortoiseSVN, Oasis, Jira, AstroGrep

Prudential Insurance Company - Newark, NJ

VBA Developer - MS Excel/MS Access - Automation

Automated report generation in Excel, created Access and Excel Tools to generate critical reports

Oct 2016 – Jul 2017

-Tasked with building Automation Tools in Excel and Access to generate reports for HR Compensation

-Used VBA to create complex Excel Macros to automate Excel Report generation, pulling data from multiple sources

Environment: MS Access 2016, MS Excel 2016, PeopleSoft, Towers Watson

RJ Reynolds - Winston-Salem, NC

VBA Developer - MS Excel/MS Access - Office Automation

Automated Excel Pivot-Table reports, automated the use of the Beyond Compare tool, created Access Tool to map data

May 2016 – Sep 2016

-Joined an initiative project to enhance user experience for desktop applications, mostly Excel, automating manually intensive tasks

-Gathered requirements from business users to fully comprehend their daily tasks and routines

-Created user-friendly Excel Macros with screen forms and automated formula creation using VLookup

-Wrote Excel Macro using VBA code to automate the creation of complex pivot-table reports with formatting/conditional-formatting

-Built MS Access Tools for easy input by users to manipulate and map data for FURLS upload reporting

Environment: MS Access 2013, MS Excel 2013, SQL Server 2008, SharePoint, FURLS, Beyond Compare

New York Life - Sleepy Hollow, NY

SQL Server Developer/MS Access Developer/XML-Xpath/Data Validation

Maintain existing MS Access Databases, ETL using MS Excel and XPath, designed and built critical SQL Server Database

Aug 2013 – Jan 2016

-Asked to support data validation for both Legacy Illustration System (FTIS) and new web-based Illustration System (NYLIS)

-Involved with uploading records from XML docs to MS Access using MS Excel and XPath

-Wrote VBA scripts to automate several manual labor-intensive operations resulting in data accuracy and more efficiency

-Tasked with data modeling to document and create the logical & physical database. Created Tables, Views, Stored Procedures.

-Designed and built SQL Server Database for new NYLIS system using T-SQL scripts to create tables and constraints

Environment: SQL Server 2008, MS Access/Excel 2007, FTIS & NYLIS Illustration Systems, Lotus Notes

Diageo - Norwalk, CT

MS Access/Excel/VB Script Developer/Data Analyst/Data Validation

Multiple projects: assisted development teams with Access & Excel Development, developed Access & Excel reports

Oct 2012 – Aug 2013

-Business had an urgent need for Ad-Hoc reports. Created Excel reports including extensive use of Pivot Tables on large datasets.

-Created Custom Ribbon with Add-Ins

-Developed complex reports using Access Reports including embedded sub-reports and heavy use of Groups

-Involved in Data Validation of different systems. Created multiple GUI Access DB’s to automate the validation process.

Environment: MS Access/Excel 2007-2010, Oracle, SAP, Anaplan

National Institutes of Health (US Government) - Fort Detrick, Frederick, MD

MS Access Developer/VB Script Developer/MS Word Automation

Develop enhancements to existing Access DB/Develop VB Script File to Automate Data Upload

Apr 2012 – Sep 2012

-Access DB Application used for tracking Contracts was in need of many improvements and enhancements

-Made many improvements to the data structure and Form Design, including extensive use of List Boxes and Tab Objects

-Added Columns/fields to SQL Server tables and modified fields in SQL Server

-Created VB Script file to automate collecting data from Word Forms and export data to CSV and Excel files

Environment: MS Access/Excel 2010, MS Word 2010, SQL Server 2008

Visiting Nurse Service of NY - New York, NY

VB Script Developer/MS Word Automation

Develop VB Script File to Automate Data Upload from MS Word Documents to Success Factors

Feb 2012 – Mar 2012

-Success Factors implementation for the HR Department---automation was needed to transfer data from Word Docs to CSV files

-Created a VB Script file that would automatically open every Word Document in the folder (through loops) and create CSV files containing all the required data

-Several CSV mapping files were needed. The VB Script file created all necessary files within seconds.

Environment: MS Word 2003, Success Factors

Abt Associates (www.abtassoc.com), Cambridge, MA – Bethesda, MD

Lead Excel Developer/MS Office Automation

Team Lead, Develop Excel Tool to upload/download data to/from Oracle

May 2011 – Jan 2012

-High-profile project was stalled due to unfinished work by previous developers – played a key development role as team lead – a complete overhaul and redevelopment was necessary so that Tool will be functional and user-friendly

-Excel Tool was needed for Project Tracking to interface with Project Management in Oracle - Projects would download to Excel with Project Actual and Forecast data, divided by specific Tasks

-Using RAD methodology, developed Excel automation to create ‘Task Sheets’ based on specific templates for every project task

-Created Forms to allow population of data via the forms and Custom Functions to return values from complex range objects

Environment: Excel 2010, Oracle, FogBugz

Novartis/Consumer Health Division, Parsippany, NJ

MS Excel Developer/MS Office Automation

Develop Excel Templates in SharePoint Environment

Apr 2011 – May 2011

-13 Customer Teams were using Excel Templates to track Sales & Promotion data. Management needed a resource to restructure the Templates so that data from all 13 units will flow to one Excel Workbook.

-Utilized ‘Dynamic’ Named Ranges to eliminate the need to modify ‘hard-coded’ named rages

-Created VBA Macros to populate data on ‘Promotion Grid’ for each Product Sheet, and to navigate the template

Environment: Excel 2007, SharePoint, Lotus Notes, SAP

FinPro, Liberty Corner, NJ

MS Access Developer/MS Office Automation

Develop Access DB to replace Excel Application

Jan 2011 – Mar 2011

-Company was using Excel to create Cash Flow scenarios for their bank clients. Workbooks contained large amounts of financial data on multiple worksheets - company wanted to move to a structured RDBMS database.

-Created Access application to build client field-mapping table for automated import of client financial data (investments, borrowings, deposits, loans). Used VBA code to automate data import/export to/from Access/Excel.

Environment: Windows 7, Access 2010, Excel 2010, Bloomberg

L’Oréal USA/Finance Division, Berkeley Heights, NJ

MS Access Developer/Data Analyst/MS Office Automation/Excel Macro Developer

Develop Access Tool to automate/create P&L statements for two L’Oréal Product Divisions/Excel Macros

Mar 2010 – Dec 2010

-NUV (Net Unit Value) PMO needed a tool to extract financial data, recalculate values and reallocate promotion/advertising expenses for P&L for dozens of products. In the past this process was done manually using Excel sheets for just a few products.

-Used RAD methodology to create Access application to import Budget/Actual/Forecast data, used mathematical skills to calculate weighted percentage of sales by product and allocate the promotion/advertising expenses based on percentage.

-Wrote VBA code to automate data import/export from/to Access/Excel. Final output exported to SQL Server Cube.

Environment: Access 2007, Excel 2007, SQL Server, Cube

Deloitte, Wilton, CT

Data Analyst/MS Access Developer/MS Office Automation/Excel Macro Developer

Developed new apps and enhance & maintain existing Access/Excel applications/Excel Macros

Oct 2009 – Feb 2010

-Company in need of consultant to enhance and maintain existing applications in Access and Excel

-Troubleshoot and/or enhanced existing Excel Macros (VBA) to function accurately and with greater speed

-Created new Access applications as needed by various business users/departments

Environment: Access-Excel 2003-2007, SQL Server, D&B, Bloomberg, Thomson Reuters, DESC

New York Life Insurance Company, New York NY

MS Office 2007 Migration Specialist

Help Desk, Troubleshoot and corrected MS Office/MS Access 2007 migration problems

Jun 2009 - Aug 2009

-Company migrated Microsoft Office from version 2000 to 2007. Handled troubleshooting on all Office migration issues.

Environment: Oracle, MS Office 2000-2007, Lotus Notes

EverDixie EMS Supply Co., Brooklyn, NY

MS Access Developer

Developed Data Interface Application for eCommerce

Mar 2009 - May 2009

-Company was in need of automating data transfer of internet sales for import into Point Force (PF), an accounting program. This was to replace the task of re-entering orders via manual data entry.

-Used VB Scripts to create Data Mapping from Amazon.com files to the MS Access interface

Environment: Point Force, Access 2003, Amazon

Mitsui Foods, Norwood, NJ

System Analyst/Data Analyst

Documented Existing Access Application for SAP Implementation

Dec 2008 - Feb 2009

-Company in process of implementing SAP. One division uses an Access application that enables managers to formulate products, set up production schedules with cost and analysis reports

-Interviewed users and documented the work flow. Created process flow and UML diagrams using Visio 2007. VBA code was used to identify all tables, fields and data types.

Environment: MCBA, Lawson, Access-Excel 2000

Kaplan, Inc. New York, NY

MS Access Developer - Developed Leadership Tracking Tool

Nov 2008

Loreal USA, Cranbury, NJ

MS Access/Excel Developer - Developed Reporting Tool

Nov 2007 - Oct 2008

Summit Research Labs, Huguenot, NY

MS Access Developer - Developed HR System

Dec 2006 - Nov 2007

Empire Communications, Brooklyn, NY

MS Access Developer - Developed Call-Center Sales System

Dec 2005 - Nov 2006

Community Preservation Corp., New York, NY

MS Access Developer - Developed Mortgage Pipeline

Feb 2004 - Dec 2005

Empire Equities, Montvale, NJ

MS Access Developer - Developed Investor Tracking System

Jul 2002 - Jun 2003

AT&T, Bridgewater, NJ

MS Access Developer - Developed Billing System

Jun 2001 - Jun 2002

Community Medical/Dental Care, Monsey, NY

MS Access Developer - Developed Patient-Tracking System

Jan 2001 - May 2001

Objectsoft Corporation Hackensack, NJ

MS Access Developer – Developed Product Tracking System

Oct 1999 – Dec 2000

Main Street Travel, Monsey, NY

MS Access Developer – Developed Scheduling System

Jun 1999 – Sep 1999

Lipper & Company, New York, NY

MS Access Developer – Created Forms and Reports

Mar 1999 – Jun 1999

CompUSA, NY-NJ-CT

Classroom Instructor – MS Word, Excel, Access, Outlook

Feb 1998 - Mar 1999

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