Data Financial Analyst

JACK HAZAN

Phone: 718-***-**** **** East **th Street

E-mail: adcirg@r.postjobfree.com Brooklyn, NY 11229

SUMMARY

A dedicated professional with over 18 years of experience applying advanced analytics for strategic business decisions. Transforming data into a strategic asset utilizing Microsoft SQL, Microsoft Access and Excel with complex VBA code. Have managed databases and developed applications with a very high degree of complexity, high data throughput and large data volume. An effective financial analyst who listens attentively to the needs of clients, develops results-generating training programs, and communicates complex instruction clearly. A resourceful problem-solver who interacts well with people at all levels of a company and from a wide variety of backgrounds.

COMPUTER SKILLS

SQL Server Database Development Certified

SQL Server Reporting Services (SSRS)

SQL Server Integration Services (SSIS)

Microsoft Office Visual Basic for Applications (VBA)

Microsoft Office 2016 Certified Master

(Word, Excel, Outlook, Access, PowerPoint)

Microsoft SharePoint

QlikView

Adobe Certified Expert

Prosystems FX Engagement

Tableau

EXPERIENCE

06/2017 – Present

UBS

New York, NY

Investment Platforms and Solutions Tools Business Analyst

Lead the Performance Reporting and Analytics team in New Jersey and New York Wealth Management Americas offices supporting multiple strategies. Extract from multiple data sources including SQL databases and Oracle databases, calculate realized profit and loss and unrealized profit and loss gains to present the client’s performance on monthly and quarterly basis.

Conduct data reconciliation using Microsoft Access with VBA allowing the business to internally audit the billing, fees, and commissions per trade. Work with technology to deliver better capabilities to help make Financial Advisors more efficient and better the client’s equity.

Manage and understand all aspects of the Yield Enhancement Strategy, creating an improved process flow and with set module timelines, contacts, automation, substantially anticipating the monthly deadline. Analyze managing director’s requirements and translate them into implementation plans to update optimization, trading, and analytical reporting

Developed and Implemented technology solutions for Yield Enhancement Strategy Improvements using financial data from Bloomberg Terminals and SQL/Oracle databases to meet investment and performance reporting needs that are sent to Financial Advisors monthly and to clients quarterly.

Serve as a liaison between technology and business stakeholders at all levels to improve custom reports for branches

08/2016 – 06/2017

Citigroup

New York, NY

Vice President, Client Management Lead Analyst

Proactively drive improvements with quality of client reporting by utilizing QlikView, SQL Server and Microsoft Access VBA/Excel VBA to retrieve the data and display it per rules set by the business

Convert manual processes and automate to its utmost. Connect Oracle ODBC databases to Microsoft Access, using it as a dashboard to retrieve data by user’s criteria and exporting it to Excel spreadsheets or PDFs. Using this gave zero room for error and gave users the capability to create reports and make business decisions in a quicker manner. Ability to understand follow data processing specification

Undertake root cause analysis to and investment data Ability to evaluate and identify where system or process enhancements are required

Undertake analysis to extract data quality requirements from the business and translate them into data quality rules. Convert and migrate numerous Excel spreadsheets from 2003 to 2010/2013 and from multiple spreadsheets to Microsoft Access

Provide support as the SME for offshore team on more complex day to day issues. Conduct Data Quality root cause analysis.

04/2014 – 08/2016

Goldman Sachs

New York, NY

Senior Associate, Human Capital Management

Gather functional requirements and collaborate with HCM users to generate ideas for Microsoft Access and Excel VBA applications needed. Complete Excel VBA workbook/Access VBA database design based on functional requirements. Programming & debugging Microsoft Access & Excel applications.

Connect to multiple data sources such as SharePoint and SQL (via ODBC) and pull in necessary data to generate accurate reconciliation reports. Using a Microsoft Access front-end dashboard to generate these reports. Complete Microsoft SQL and Microsoft Access database design based on functional requirements

Build workbook structures, Microsoft Access database tables, forms, and queries, Excel VBA including a reconciliation process to optimize data quality. Display user profile and images via Active Directory of employees

Automate reports using MS Report Writer for Business Partners

Prepare comprehensive test cases to make sure requirements are being met Participate in parallel production processing to allow for orderly transition to production environment

Train end users on applications created and create shared library of documented code to allow for reuse. Maintain user security on the data.

Automate processes by transitioning existing Excel entries to full Microsoft Access databases. Created Access and Excel dashboards which gave users the capability for self-service applications. This greatly improved collecting data from multiple users and reporting on that data. Saving many hours allowed the business to focus on decision making based on the data.

09/2005 – Present

New York University

New York, NY

Adjunct Professor - Microsoft Access Instructor (Part Time Evening)

Instruct students on building a database suitable for personal or small business use such as storing customer or product information or for contacts and marketing. The course includes database design through building the database and adding and retrieving data. The topics include creating tables, adding data, and building a user interface and forms to allow users to add, change, or retrieve data. Using queries to access data, and create and format reports.

04/2010 – 04/2014

New York Life Insurance

New York, NY

Database Developer/Senior Associate

Create and maintain an Executive Compensation Database with an SQL Server backend database with Microsoft Access front-end interface using VBA. The database maintains executive demographic data as well as awards for each executive. Automated the loading process from a monthly process to daily process by using VBA and modifying existing code. Thoroughly tested code and making sure all user scenarios produce no errors

Reverse Engineer Access and Excel VBA code to optimize performance as well as enabling others to understand the database in a clean format by using naming conventions and commenting the code. This allowed to easily maintain and update the spreadsheets or databases appropriately.

Create and maintain the Microsoft Access Diversity database that collects diversity data of every employee in the company by pulling in data using ODBC connection. Headcount reports were generated based off of the database. Using a VBA, VB script, and Windows scheduler to automate the daily load. This was used to create reports for each region, race, gender, age, and other data. This database also helped scrub data in the SAP databases

Support the development, maintenance and integration of Microsoft SQL & Access database systems for the Human Resource department. Assist in building a Microsoft Access database using VBA for Financial Services on Allocating Expenses by Global Organization Codes.

Create a database that automates a current manual process. Collect information from various groups on how the process is conducted on a monthly basis. Create lookup tables, queries, forms, and numerous reports

Write Microsoft Access VBA code to connect to Oracle tables and import data using relational queries. Gave the ability to have it on an automated nightly job using VBS and also the ability to manually click a button and refresh the data.

4/2008 – 2/2010

WellPoint Empire Blue Cross Blue Shield

Brooklyn, NY

Business Information Database Developer

Created customized Microsoft Access databases which included using VBA code for automation. Some of the automations that involved the VBA were startup forms, customize forms, check integrity of data after a user clicks the submit button to verify values. Run update queries, queries to backup the tables, delete queries.

Responsible for automating the backup of Microsoft Access on a daily basis. Create a development copy of the Access production database to test new enhancements in forms, code, etc.

Created customized Excel templates using VBA to dynamically change formatting, calculate formulas for risk scores, and generate sales reports.

Responsible for all project lifecycle phases, from specifications and coding through deployment, testing, debugging, documentation, and maintenance.

Create VBA programs to automatically update Excel workbooks, encompassing class and program modules and external data queries.

Develop Databases, which included transitioning Microsoft Access databases to SQL Server databases

Created a front-end MS Access database with an SQL backend database as an interim solution for users until planned .NET front end applications were completed

Responsible for all project lifecycle phases, from specifications and coding through deployment, testing, debugging, documentation, and maintenance.

Modify databases to have better performance by adding indexes to appropriate fields.

6/2007 – 4/2008

IAG, Ltd.

New York, NY

Technology Project Manager

Work extensively on Microsoft Access Databases using VBA. I greatly enhanced and improved the databases the company used and made created many others for clients. This included forms for entering data, forms for retrieving data, reports that were created through queries and buttons to execute the report preview.

Create ADP files and ADE files by using Microsoft Access as a front end and SQL databases as the backend. This allowed users to enter data into forms. Created custom forms for users to create custom reports by choosing criteria.

Create macros that referenced a range of Microsoft Excel cells. Once values were entered into cells, formulas would create calculations and on graphs and update linked spreadsheets.

Use the Visual Basic Object model in Microsoft Excel to create various macros and VBA code to automate conditional tasks. Change object properties in the VBA code based on user’s entries or customized buttons on excel dashboards.

Modify Microsoft Access databases by editing the VBA Code to automate the reports and forms. Created Reports forms and switchboards according to user requests

Automate Microsoft Word by coding in VBA, creating buttons for users that will print to a certain tray on new printers. Create Macros on Microsoft Word for Salutations using VBA

Create a custom form for contacts on Microsoft Outlook, including custom fields. I also created Macros to export fields in Microsoft Outlook contacts into a Microsoft Word document such as a Fax cover sheet or confidential letter and memo.

Involved in lifecycle of various projects, such as server upgrades, backups, disaster recovery, etc.

Create network flowcharts using Microsoft Visio and Adobe Illustrator

ADDITIONAL EXPERIENCE

Bear, Stearns & Company, Inc. (10/2006 – 04/2007): Systems Analyst in Global Clearing Services

Marcum & Kliegman, LLP (04/2005 – 10/2006): Database Analyst/Application Developer

L. Simpson & Company (05/1998 – 04/2005): Microsoft Access VBA & SQL Database Developer

EDUCATION

2018 – Present

Baruch Zicklin School of Business

New York, NY

MBA

GPA 3.5

1998 - 2002

Touro College

New York, NY

B.S., Business Administration and Computer Science

GPA 3.5

Dean’s List

REFERENCES

Available Upon Request

Bachelor's degree in Computer Science o

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