Customer Service Sales

Note: Experienced Business Analyst/Data Analyst that specializes in banking and financial services.

• Demonstrated technical skills/experience utilizing MS Access and Excel.

• Ability to interface Excel via VBA with other programs (Oracle, Sybase and DB2)

• Ability to debug, analyze and modify existing processes based on rapidly changing trading products and business lines along with the ability to multi-task..

• Excellent problem solving and analytical skills. I am very detail-oriented with a fast learning capacity and an ability to work in a high-pressure environment.

QUALIFICATIONS

• 16+ years in application development with a focus in MS Excel, Access and VBA

• 14+ years in programming, database development and analysis.

• Excellent analytical and communication skills

• Diversified background in Human Resources, finance, sales, manufacturing

and customer service.

TECHNICAL

Hardware: IBM 3090, 4381 MVS/ESA, IBM PC/DOS

Software: Application Development in Excel, Access and Word with VBA

Oracle DB, PL/SQL, COBOL, COBOL II and SQL

Concepts: Application development and design

Application development level skills in Excel, Access and Word with VBA

Business Solutions, debugging, table handling and systems analysis

Database management, data modeling and table normalization concepts

EXPERIENCE

CONSULTANT, NY/NJ

Client: Citigroup 05/10 – 07/10

Business Analyst

Designer for work in process programs\data files processing. Design of data input program that reformatted

data files (via Excel VBA) for loading onto database. Testing of data integrity - output data to database data processing of input data files, in essence reconciling input data to database table data.

Client: Merril l Lynch, WFC 06/08 – 05/10

Business Analyst/VBA Programmer

Business Analyst\Systems team member that provides support and program development to new and existing macros\programs that reconciles various trade systems, specifically those that do match ups from

multiple systems feeds. Reconciled P&L, Bonds, Equities report problems (monthly data) when issues arose from Sybase data feeds, along with enhancements to current programs. Goto group member that is responsible for deployment of new designs, along with providing hands on support for those systems. Skilled writer, designer, coder of macros that exports from an Access DB to Excel, permitting a portability to the data not possible in Access reports. Advanced level skills in SQL table, query\report design and implementation, along with the expertise to incorporate Excel, Word or PDF file format\templates designs. Team member that reengineered

Office 2003 programs onto Office 2007 platform (Excel, Access, Word – VBA macros, programs, databases and templates) and resolved all issues that arise from the upgrades.

Client: Consolidated Edison 10/06 – 04/08

Data Mining/Business Analyst

Design and support of Test Analysis Database(s) (Access,\SQL Server) for the new billing design. Testing of the new bill format entailed ensuring that multiple formats were presenting the billing information accurately and in a format that was informative and less confusing to the customer. The new design (Sybase DB) was scrutinized and examined for any miscalculations, omissions, spelling errors well as correcting for data processing issues which were previously on line for correction. The testing also highlighted previously unknown production problems with the bill processing programs and presented them for analysis. Analytics of the program presented the bill production team with specific issues reporting and the frequency of their appearance, prompting either immediate or remedial action to be taken.

Client: American Red Cross 07/06

DataBase Designer/VBA Developer

Support member for Access databases that were used to inventory documentation (banners, letters, mementos, as well as personal narratives by survivors and emergency\support people) generated by personnel or given to the Red Cross, for the Sept 11th event.

Client: Citigroup 04/05 – 05/06

Data Analyst

Team member for production support programs using Word, Excel templates (Oracle 8i/VBA) designed for report generation. Team member of implementation team for Office 03 rollout and support for system problems involved in the Office 03 change over. The emphasis was on the testing and redesign of any Excel or Word program that had issues with the upgrade to Office 03. Team member of the re-branding project where the Smith Barney Logo was replaced with the Citigroup Logo and replacement of all systems code (VBA) that used Solomon Smith Barney with Citigroup Investment Research, as well as enhancements to the forms, templates and document generation systems.

Client: JP Morgan Chase 10/04 – 12/04

DBA

Design/coding of LMS (Learning Management System – Access DB/VBA) to coordinate the training for employees involved in the Finance Bank Merge process. System recorded training needs and individual progress toward that goal with data rollups to Lines of Business and Tier groupings. The System also tracked the progress of each Line of Business against the initial needs and provided in Excel (VBA via an ODBC) a report of the percentage of compliance against the each of seventeen course requirements.

Client: Charles Leonard, Inc. 08/04 – 10/04

Excel Macro Designer

Design of sales promotion flyer program. System incorporates flexible design elements that allow inter changeable JPEGs (and text dialogues) on a template, as well as sales promotion customization for individual customers. System design was an Excel VBA front end with an Access DB/VBA to hold JPEGs and sales/cost information.

Client: Hewlett Packard 06/04 – 07/04

Data Testor

Beta testing of OCR software. Editing/proofing multi stage software that processed scans of Time Magazine articles into XML format for loading into a database. Analysis of program efficiency in selecting text elements, connection of data elements (multi part articles), linking of graphics (pictures) to articles and correction of omissions where appropriate.

Client: Berlex Pharmaceuticals 01/04 – 05/04

Business Analyst

Provided onsite support to the Human Resources staff for Excel cost analysis reports. Report enhancements, production problem analysis and staff training for new features.

Client: New York Life 09/03 – 10/03

Word Template/Macro Designer

Design/coding of Word application to incorporate data file into customer letters (templates) system.

A customer service system file was the source data (via SQL) for users to acknowledge pending inquires for new insurance, new/additional requirements or a decline of insurance.

The MailMerge (via VBA) of the data file was the main focus, as well as code to include additional data elements to customize template as needed. The data file was a feed to a series of customized ad hoc templates that were enhanced to allow for individual customer service personnel requirements.

Client: Penn Federal Savings 05/03 – 09/03

Business Analyst

Needs analysis/design/coding of Excel/VBA Applet to produce a report from a security log data file. Application organizes security data file into a report detailing user activity along with related data elements. System processes single/complete directory of file(s), in conjunction with the large file size reduction processing (3 million plus record count reduced to (500,000 count file size) files) and produces reports using reduced files. Integrated into the system was a file pretest analysis package to check for data integrity and edit spaces at the end of file.

Client: McGraw Hill Companies 12/02 – 05/03

Word Tempalte/Macro Designer

System Analysis/Design of Executive Word Templates (via VBA) system, in conjunction with installation program. Redesign and test of Executive Suite; Memo, Fax and Note templates (from Office 97 to Office XP) as well as update (to XP) of code that replaces old system in the installation of new templates.

Trouble shooter for converted Excel, Access VBA code from Office 97 to Office XP.

Redesign of VB front end for HR (Oracle) database. Upgrade/enhancements of previous version of system to VB6.

Client: JP Morgan Chase 04/02 – 12/02

Excel Macro Designer

Design/coding of Excel (VBA) Applet to display risk assessment data. Applet was reproduction of online system to allow users to review, analyze, edit and produce update files for Risk Assessment Database. The main focus of system functionality was to allow users to have portable (Laptop) version of online system. The System included an option to generate a save current changes file with all data element changes to allow for updating of online system.

Client: Ardco Industries 09/01 – 03/02

Excel Macro Designer

Design of Excel VBA program to produce quality assurance analysis of manufactured components. The system produced a series of deviation analysis reports for a series of manufactured machine parts. Included in the process were specialized reports, which highlighted shifts from production standards, as well as mean, norm and graphical representations of data.

Client: Chase Manhattan Bank (CCP) 04/00 – 06/00

Excel Macro Designer

Design of Wire Transfer Request form with exportable file using Excel/VBA Applet.

Team member of Insupport Database project. A real time wire transfer authorization system that connected to Bank Treasury Dept for release of FED, BKT and CHIP wire transfers. Automation of Excel interface to upload Bloomberg data feed for analysis of mark to market data. Design of add-in for tool bar button to update data. Front desk support function. Team member that provided staff with support/help on Excel and Access VBA questions and problems. Designed/Coded user-friendly interface for Oracle DB/General Ledger account analysis (for General Ledger Account Reconciliation Team).

Client: Goldman Sachs 12/99 – 03/00

Excel Macro Designer

Upgrades and modifications of Office 95 Excel VBA programs to Office 2000 on a Windows NT environment. Quality Control testing of updated code to ensure data integrity as well as enhancements. Design of test data and reports for quality control group analysis.

Design/Coding of Outlook Forms used for database/modification requests. Outlook forms design/coding work using VB script and SQL.

Design of Excel interface for Financial (Oracle) DB to obtain report data for stock ticker analysis.

Client: Prudential Insurance 01/99 – 10/99

DBA

Development and design of Human Resources Database (Access DB/VBA) from HR Data files. Forms/Queries/Reports design based on criteria. Query design (VBA) / coding of EEOC and other legal documentation detailing racial, gender, age and geographic location breakdown of incumbents selected.

Design/Maintenance/Distribution of mini HR Databases. Master Main Database was broken down into regional versions specific to an organization layout. Financial impact analysis reports, detailing cost of packages associated with incumbents released; with emphasis on the projected cost of pay and allowances. Code/Design of Reports to calculate separation, vacation and retirement benefits. Excel (VBA) Workbook Applet that updates HR DB with current/updated employee data. Update/Maintenance of (Access) Human Resources Database to capture the separated individual’s processing information. Special reports to show racial, sex, age and grade makeup of employees selected for termination along geographical regional breakdowns (EEOC Reports).

Client: Chase Manhattan Bank 06/98 – 12/98

Excel Macro Designer

Designed reconciliation module to consolidate multiple finance database dumps. The emphasis of reporting was analysis of account differences in each system and the amount of those differences, broken down by account, sub account and rolled up to master G/L accounts.

Designer of Lotus Notes feed for Excel Program (VBA) to produce daily derivatives activity report. Daily derivatives activity dump from (Lotus Notes) Buy/Sell DB to an excel report with CSV file feature (for back room operations use). Front office support. Design/Implementation of Access Derivatives DB queries with links to Oracle G/L Financial DB. Generated exposure reports (currency hedges) after updates with currency exchange rates. Reports also extrapolated to 30, 60 and 90-day projections based on current rates. Developed Excel module (report) that analyzes a worksheet for functions. The report listed the function name, address and number of iterations the function is present. I designed and installed an (Access) Loans DB to capture daily loan activity which evolved into a loan activity or blotter/consolidation report system.

Client: Chase Manhattan Bank 02/96 – 05/98

Excel Macro Designer

Developed Excel Macros (VBA) for currency derivatives analysis on hedging spreadsheets/reports.

Developed/designed (in Access) Budget DB that tracked and analyzed global budget data/changes.

Visual Basic functions development for data integrity analysis

Conversion of Lotus Macros to Excel (VBA code)

Data dump of Excel Spreadsheets/Forms to CSV files for updating of (Oracle) Financial Database tables.

Designed and developed a User Friendly Interface for Payroll Benefits System

Client: Phillip Morris 06/94 – 12/95

Excel Macro Designer/DBA

Design/coding of Excel (database/applet (VBA)) for Purchase Orders Tracking. Spreadsheet imported data feeds from various sources and updated itself with current data.

Team member of (FoxPro) Purchasing Database design and implementation project.

Design/coding of COBOL data feed program to interface with (FoxPro) Purchasing\Inventory DB.

Client: AT&T Business Network Sales 01/93 – 04/94

Lotus 123 Macro Designer, Excel Macro Designer

Information Specialist, Report writer for TSO system.

Designed data integrity verification program using Excel Macros

Systems troubleshooter of Laptop and PC Workstations

Provide technical sales support to Account Executives with Informix Databases Reports.

Analysis and redesign of contract, cost analysis, tariff, pricing and sales performance data

Create customer/organizational files to interface with Informix Telecommunications database

Converted Database files to customer specified format (Excel, Lotus, FoxPro and CSV file types).

Purchasing Agent/Sales Service Manager, Corona / Jerhel Plastics, Denville, NJ 05/80 – 08/91

• Analysis of marketing and product development programs

• Generated monthly, quarterly and annual production/sales forecasts.

• Analyzed/tracked daily production activity. Instrumental in developing computerized vendor files to ensure production stability

Cost Analyst/Assistant Purchasing Manager, DEENA Packaging, Brooklyn, NY 09/77 – 04/80

• Manage and train purchasing staff of 8.

• Cost and evaluation analysis of raw materials used in production

• Preparation of monthly/quarterly costs analysis reports.

EDUCATION:

CareerVision, Iselin, NJ

2004 Oracle 9i Database Administration Fundamentals II, Performance Tuning, Networking

Oracle University, New York, NY

2003 Oracle 9i Database Administration Fundamentals I

2001 Java Programming, the complete course

2000 (Oracle) SQL for experienced users

Computer Applications Learning Center, Morristown, NJ

1995 Microsoft Visual Basic 3.0

County College of Morris, Randolph, NJ

1993 Courses in UNIX and CICS

The Chubb Institute, Parsippany, NJ

1992 Certification in Computer Programming

University of Illinois, Chicago, IL

1973-1977 Majored in Chemistry, Minor in Bio-Engineering;

Research Assistant in Biochemistry Lab

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