Data Analyst Financial

CRAIG THOMPSON

Los Angeles, CA *****

***/***-**** (messages)

**************@*******.***

As a Data Analyst / Systems, I have over 25 years of experience as a Data Analyst, MS Excel Developer, MS Access Developer, SQL Developer, & Financial Analyst. I have combined my accounting and financial experience with desktop applications development. My advanced financial analyst skills include modeling, forecasting, and reporting. I develop Microsoft Office applications using the VBA Visual Basic language.

My advanced financial skills include creating complex models with many variables. I develop forecasting models using regression, smoothing, and breakeven analysis. These methods were used for sales forecasting, budgeting, and new product introduction analysis. I develop financial reports for fixed and variable annuities.

MS Excel, Access, Word, SQL Server, and other office applications can be developed as standalone programs or in combinations. For example, an Excel workbook program with sophisticated modeling and pivot tables can be the front end for an Access database. These applications can be either the controller or server. MS Access can be the reporting function while querying directly from an Excel workbook that processes a text download.

MS Word can be the front end for reporting or mailing labels using an Access database or Excel table.

I am looking for an opportunity where I can use my advanced skills and wear multiple hats if needed. My financial background combined with computer skills provides effective custom solutions for financial or statistical reporting programs.

CRAIG THOMPSON

Los Angeles, CA 90024

310/474-6185

**************@*******.***

DATA ANALYST / SYSTEMS

EXPERIENCE

Over 25 Years Experience as a Data Analyst, MS Excel Developer, MS Access Developer, SQL Developer, & Financial Analyst. Conversion Projects as Liaison between Accounting and M.I.S Departments. Designed and Implemented Macros using Microsoft Visual Programming Languages for Modeling, Scenarios.

Southern California Edison 08/2023-Current

DATABASE ANALYST. Designed, developed, and modified MS Access contract management databases using VBA programming and MS Excel workbook programs using VBA and spreadsheet formula automation. Managed database back end on SharePoint. Prepared Power BI contract management presentations.

CenCal Health 08/2022 – 04/2023

DATA ANALYST. Data Migration Analyst transferring data from MS Access to Agiloft contract database.

Implemented data dictionary and data mapping. Copied data tables from Access to Excel workbook tabs. Mapped Access fields to new Agiloft database fields. Converted data into new required format using Excel pivot tables and spreadsheet formulas.

Kaiser Permanente 07/2017– 07/2022, 08/2013 – 11/2013, 08/2011 – 03/2012

DATABASE DEVELOPER. Designed, developed, and modified Excel workbook programs, MS Access databases using VBA macro programming. Automated Excel reports processing with VBA. Automated Access query sequences and data export with VBA. Data analysis using Clarity, SQL and MS Access, SharePoint, Tableau, Callidus. Developed MS Access Book of Business database program using new queries, tables, forms, reports, and VBA macro programming. The modeled data in Access was exported to Excel reports. Excel reports were automated with VBA macro programming and spreadsheet formulas. Used Salesforce program for extracting data into database and reports. Developed Access database that reported doctor appointment wait times and efficiency. Used SQL server and Clarity for retrieving financial and medical data.

iPayment - 05/2017-07/2017.

DATA ANALYST. Reviewed, Documented, Designed, & Modified MS Access and MS Excel systems for credit card reporting. Created MS Access front end to SQL Server tables using VBA to call SQL stored procedure.

Warner Bros. Burbank CA 01/2017 – 03/2017

Financial Analyst, Designed, Developed, prepared Reports including P&Ls, Balance Sheets, Budgets, and business Units. Spreadsheet functions Vlookups, Sumifs.

VCA. 10/2016 – 10/2016

FINANCIAL ANALYST. Developed MS Excel spreadsheets with complex lookup formulas replacing manual data entry for P/L. Spreadsheet functions Vlookups, Sumifs.

Justfab-Techstyle. 08/2016 – 09/2016

Data Analyst using MS Excel for data testing during major system conversion from ADP to Workday. Spreadsheet functions Vlookups, Sumifs.

City National Bank 12/2013 – 06/2016, 06/2013 – 08/2013

Data Analyst. Created tables, views, stored procedures using SQL Server Management Studio, Created MS Access database programs as a front end to SQL Server using VBA. Designed and developed MS Excel programs using VBA for credit card report automation, data manipulation, pivot table automation, spreadsheet functions, report distribution using MS Outlook, Spreadsheet functions Vlookups, Sumifs, automation with PowerPoint, and detail analysis. Developed CCAR reporting for credit card performance. Developed penetration reports using COGNOS and Business Objects.

Mattel Inc. 11/2013 – 12/2013, 01/2000-10/2000

Developed MS Access database and Excel reports for tracking promotions. Modified, upgraded, & Developed new product costing system using MS Excel. Spreadsheet functions Vlookups, Sumifs.

Kaiser Permanente 08/2013 – 11/2013, 08/2011 – 03/2012

Designed, developed, and modified Excel workbook programs, MS Access databases using VBA macro programming. Data analysis using Clarity, SQL and MS Access. Spreadsheet functions Vlookups, Sumifs.

Compucom/Union Bank 08/2012 – 06/2013

Data Analyst. Developed Application Portfolio database. Created views and stored procedures using SQL Server Management Studio, Created MS Access database programs as a front end to SQL using VBA, Developed MS Excel reports processing using VBA. Spreadsheet functions Vlookups, Sumifs.

CARE1st 02/2013 – 06/2013

Created MS Access database programs using VBA, Converted MS Access queries to TSQL Server Views and Stored Procedures, Converted MS Access queries to PL/SQL Oracle Views and Stored Procedures. Automated MS Word mail merge with MS Access VBA. Automated Rightfax faxing system using API and MS Access VBA.

DIRECTV 03/2012 – 08/2012

Project Analyst - Designed, developed, and modified Excel workbook programs, Access databases & tools using VBA macro programming. Data analysis using COGNOS, SAP, Clarity.

Walt Disney Company 01/2011 – 07/2011

EXCEL DEVELOPER. Designed, developed, and modified Excel workbook programs & tools using VBA macro programming for report automation. SAP BW reports, SAP Hierarchy upload and maintenance.

AVAIL-TVN Entertainment 09/08-05/09, 09/10-01/11

DATA ANALYST. Designed, Developed, and Modified Excel, Access, and SQL Server data programs for On Demand cable programming. Developed sales reports, data file cleaning and import macros using VBA. System Implementation, Conversion to Microsoft Office 2007. Increased efficiency and speed of the data import process using VBA. Increased the number, variety of reports and speed of availability for employee and client use using VBA. Developed user interfaces that reduced time for report access using VBA. Developed VBA upload macros for conversion to SAP.

NACA Logistics 08/10-03/11

EXCEL DEVELOPER. Designed, developed, and modified Excel workbook programs using VBA and spreadsheet formula automation.

Nara Bank 02/10 – 05/10

PDF DEVELOPER. Project Manager, Designed, developed, and modified customer and internal forms using MS Word, Excel, and Adobe Acrobat Pro 9. Automated forms using VBA and JavaScript.

Southern California Edison 06/09-01/10

FINANCIAL ANALYST. Designed, developed, and modified Excel workbook programs using VBA and spreadsheet formula automation.

AIG SunAmerica 04/01-10/08, 05/98-01/99

DATA ANALYST. Developed Excel spreadsheets with Visual Basic macros for financial reporting system using SAP system report painter. Converted Lotus 123 spreadsheets and macros to Excel VBA. System Implementation, Developed Access reporting programs using VBA and SQL programming for Project Management, consolidations, & journal entries. Designed Active-X (ADO) direct connection queries between Access, Excel and other data sources. Developed reporting systems for Variable Annuity and Mutual funds.

Developed HTML, XML Web Pages using Microsoft Web Components. Web Pages included the Data Source Component, Pivot Table Component, MS Graph Component, and MS Spreadsheet Component. Solutions provided user interaction on the web for project management. Developed Excel Pivot Table reports using VBA macros. Designed and Developed Project Management Access database program.

Warner Bros. Studios 03/08 – 06/08

DATA ANALYST. Designed, Developed, Documented MS Excel / MS Access programs & reports using VBA with SAP BW. Reports included consolidations, P&Ls, Balance Sheets, Budgets, and business Units

StandardAero-Landmark-Garrett Aviation 11/03-05/08

System Implementation, Designed, Developed, and Modified Project Management, Daily Flash, & Labor MS Access database programs. Linked to IBM AS-400 RPA tables using ODBC. Designed and developed Excel pivot tables with links to MS Access databases.

The Coffee Bean and Tea Leaf 10/06-04/07, 06/08-08/08

FINANCIAL ANALYST. System Implementation, Designed, Developed, Automated, and Modified MS Access & Excel programs for budgeting, monthly reporting, and Sales Analysis. Automated the processing of 200+ multiple store reporting files. Project manager, Developed programs using the SQL Server with MS Access as the front end, and with MS Visual Studio Reporting Services. Prepared monthly revenue and cost reports.

Ticketmaster 06/06-09/06, 9/07-10/07

DATA ANALYST. Designed, Developed, Automated, and Modified Excel programs for capital budgeting, monthly reporting, and requisitions. Prepared monthly capital expenditure reports.

Lexicon 09/05 – 01/07

System Implementation, Project manager, Designed & Developed MS Access database program for financial management of class and seminar programs. Access program tracked sales, costs, and attendance.

St. Jude Medical 07/04 – 12/05

System Implementation, Developed Access and Excel programs for inventory control metrics using VBA & SQL. Automated Sales Representative inventory report mailing program with MS Access, Excel, and Outlook using VBA & SQL. Prepared monthly inventory reports.

Northrop Grumman 10/04 – 01/05, 06/07 – 08/07

System Implementation, Designed, Developed, and Modified MS Excel and MS PowerPoint reporting system. Developed VBA macros that automated company intranet reporting with PowerPoint graphics linked to Excel data files. Business models, plan, and budget.

Haskel International 02/01- 03/04

FINANCIAL ANALYST. System Implementation, Developed Excel spreadsheet programs using VBA for automation of report consolidation. Designed new reporting systems for sales and new orders. Developed Excel Pivot Table reports using VBA macros. Prepared monthly revenue and cost reports.

Princess Cruises 10/00-01/01, 08/97-01/98

MARKETING ANALYST. System Implementation, Developed Excel spreadsheets and Access databases with MS Office Automation using Visual Basic macros, SQL, & Crystal Reports for sales reporting.

Cohen Brown Management Group 01/99-10/00

FINANCIAL ANALYST. System Implementation, Developed New Budget v.s. Actual Reporting System using Excel spreadsheets with VBA Macros & Db downloads.

Fox Television 02/98-04/98

BUDGET ANALYST. Developed Excel spreadsheets with Visual Basic macros while helping to develop new annual plan. Converted Lotus 123 spreadsheets to Excel using J.D.Edwards system.

ASSISTANT CONTROLLER - Citizen America Corporation 11/94 - 12/97.

U.S. Subsidiary of Citizen Watch Company, Tokyo. *Prepared Monthly Financial Statements including Balance Sheet, Profit & Loss. Developed Visual Basic Macros for Excel.

EDUCATION

B.S. in Business Administration - California State University, Northridge.

Majors in Finance & Marketing

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