TECHNICAL SKILLS:

• Microsoft Excel
• Great Plains Dynamics
• Microsoft Access
• Solomon
• Microsoft SQL Server
• Oracle
• Oracle
• Platinum
• Microsoft Visual Basic
• DB2
• VBA, VBScript
• Hyperion
• Microsoft Outlook
• SAP BusinessObjects
• Microsoft FrontPage
• Crystal Reports
• Microsoft Exchange Server
• PeopleSoft Query
• ADO, DAO, LDAP, ADSI, CDO
• SQL Server Management Studio (SSMS)
• Windows PowerShell
• Intuit Online Payroll
• Microsoft Office, including PowerPoint

PROFESSIONAL EXPERIENCE:

Confidential

Specialist

Responsibilities:

• experience in many industries, including healthcare, medical - diagnostic testing, real estate, finance, manufacturing, banking, defense contracting, telecommunications, non-profit, film- and digital-media postproduction services, law, and retail sales.
• experienced in gathering requirements and designing information architectures that relieve business analysts and accountants of having to manually obtain and manipulate data so they can focus on activities that add value.
• Liaison between business managers and IT developers or IT vendors.
• Writer of simple, clear documentation on complex business processes, with the goal of making the processes easily, quickly, and inexpensively portable from one analyst or accountant to another or from one IT developer, administrator, or vendor to another.
• Trainer of financial analysts, business analysts, and accountants in how to use Confidential Excel and Access and enterprise relational database systems such as SQL Server and Oracle to automate partially or wholly transaction processing, analysis, and reporting.
• A Confidential Excel design pattern that addresses the full lifecycle of transactional processing, analysis, and reporting. Specifically, Confidential addresses how best to obtain data, organize it, analyze it, illustrate it, report on it, navigate it, and distribute it, using mainly Excel. employs relational database and n-tier application-development concepts to implement in a single Excel workbook — augmented as necessary by Confidential Access and such enterprise relational database systems as SQL Server, Oracle, or DB2 — an application in which data, business logic, and presentation logic are separated, for ease of development, operation, and maintenance. Concerto can also be used to prototype full-scale, working enterprise system architectures.
• Similar to Confidential, Concerto in A is a Confidential Access design pattern that addresses the full lifecycle of transactional processing, analysis, and reporting.
• A customizable drill-down engine implemented in Excel that facilitates hierarchical performance analysis and dashboard reporting. It enables analysts and managers to set up interactive, drill-down reporting quickly and easily. It is augmented when necessary by Confidential Access and such enterprise relational database systems as SQL Server, Oracle, or DB2.

Confidential, Los Angeles

Responsibilities:

• Used Confidential Excel and Concerto to develop a custom accounting application that included building, apartment unit, tenant, capital-improvement, and operating data to prepare an income statement, tenant rent statements, and tax-preparation data for a 12-unit apartment building.
• Developed an Excel application to prepare an extensive set of building, apartment unit, tenant, parking, and construction-status reports on operational, Tax Assessor, LA Housing Authority, and LADBS permit data, for review by potential buyers of the building.
• Served as liaison between real-estate brokers and potential buyers for two apartment buildings.

Confidential, Monrovia, CA

Responsibilities:

• Developed a Confidential Excel and Concerto application that consolidated in a single reporting workbook data that was previously scattered across several dozen workbooks and yet used in a single report.
• Used Excel and Concerto to automate two complicated, time-consuming monthly reports.
• Documented critical month-end processes implemented in Confidential Access and Excel.
• Recommended improvements to a mission-critical legacy Access application.
• Trained two business analysts to simplify complex Excel formulas to ease maintenance and speed workbook calculation.

Confidential, Irwindale, CA

Vice President

Responsibilities:

• Conceived and developed several Excel/Leibniz applications that enabled an analyst or manager to (a) set up interactive drill-down/drill-up performance reporting quickly and easily or (b) see at a glance how each level of an organization from individual personnel up to departments, divisions, and the whole organization performed in their key discrete activities relative to their goals or other benchmarks. In one implementation, performance — actual versus budgeted funds raised — at each aggregate level within the philanthropy organization was reported as the operational product of the discrete fundraising performances in the disaggregated levels beneath it. Overall performance could be traced down a level to the disaggregated performance of individual philanthropy vice presidents, then down to each vice president’s individual directors, to each director’s individual fundraisers, and ultimately to each fundraiser’s individual fundraising events.
• Developed another Excel/Leibniz implementation, for a philanthropy subunit, that enabled a manager to monitor the performance of individual fundraisers in the discrete activities they engaged in to move potential donors through a fundraising-performance pipeline from Identification, to Qualification, to Research, to Cultivation, to Solicitation, to Response Pending, and, ultimately, to Donation. Performance was evaluated based on the numbers of donors each fundraiser moved through the pipeline, how far through the pipeline the donors were moved, the speed at which they were moved, and the amount and frequency of donations they made. Enabling the philanthropy subunit’s manager to trace the subunit’s overall performance to the performances of individual fundraisers in their discrete activities enabled the manager to more efficiently identify opportunities to fine-tune fundraiser performance. It also enabled fundraisers to evaluate their own performance relative to their goals and their peers at the lowest, most meaningful operational level.
• Developed another Excel/Leibniz implementation enabled a manager of a philanthropy subunit that raised funds by industry (construction, food, office products, et cetera) to navigate a performance hierarchy to evaluate industry-related fundraising events, by funds pledged and collected. This application enabled a high-level manager to drill down to the level of industry-group managers, to their fundraisers, and ultimately to individual donors. The application also enabled the manager to evaluate individual industry-group managers and their individual fundraisers by their performance in obtaining pledges and related payments. The application included a pledge aging report to identify pledge makers to whom to send payment reminders.
• Developed Yael, an Excel report-designer application that enabled an analyst to design a report template (or set of report templates) on an individual worksheet(s), in one instance using Pivot tables, and then automatically create an Excel report on operational data for each individual fundraiser and fundraising manager.
• A companion application to Yael, this Excel report printer-and-emailer application named Cato enabled an analyst to automatically print select reports to a printer or, alternatively, to PDFs, and automatically email them via Outlook.
• Confidential previously compiled its annual budget by distributing a 140 MB Excel workbook budget template to be completed by philanthropy units and then consolidated by a mostly manual process. Replaced that process with a 20 MB Excel workbook template that enabled users to see historical data for each account as they budgeted; developed a fully automated process in Confidential Access to consolidate the completed budget templates’ data in a master budget; developed a light Excel/Leibniz application that enabled the philanthropy manager with oversight to drill down though the master budget to analyze it before giving his approval; and developed an Excel automated process to help analysts load the master budget into the accounting department’s preferred budget template for upload into PeopleSoft.
• Confidential business analysts typically manually exported their own special-purpose data sets using PeopleSoft Query each reporting period. Replaced that model with one in which two power users set up a small number of scheduled, automated exports of optimized, general-purpose data sets that could be used easily by many analysts to prepare special-purpose and ad hoc reports. This relieved business analysts of having to manually obtain and manipulate data so they could focus on activities that add value.
• Automated actual-versus-budget variance analysis so that, when revenue-and-expense data was updated for a new period, the reports updated automatically.
• Served as a liaison between philanthropy finance managers and IT system developers.

Confidential, Torrance, CA

Responsibilities:

• In a Confidential Excel/Leibniz implementation developed for Kubota, performance could be evaluated quickly and easily at each level within the organization, from the corporation at large at the top, and down, through its divisions, districts, regions, dealers, and, ultimately, at bottom, to individual tractor models.
• To replace an undocumented, unsupported IBM DB2 application that had been developed offshore that Kubota had used for 10 years but that provided limited reporting, developed an Excel application that processed and calculated reimbursement credits for 28,000 co-op advertising claims submitted by more than 1,000 dealers annually under a co-op advertising policy that consisted of highly complex business logic involving half a dozen funds and half a dozen spending channels. The application also provided fine-grained reporting to managers, sales personnel, and dealers, in Excel workbooks and PDFs. Made possible by programmatically controlling workbook calculation. In this instance, the application logic was complex, but the amount of data was not beyond what Excel could handle using Confidential, described above.
• Developed an application that used Confidential Excel as the front-end and Confidential Access as a single shared back-end to enable a dozen data-entry personnel to record hundreds of orders for several tens of thousands of tractors over several days in Kubota’s busiest annual order-taking period, during its annual dealer meeting. The application also produced summary PDF reports monitored semi-real-time by Kubota sales personnel and managers via DropBox on smart phones and tablets.
• Developed an Excel application named Corvus to enable order-fulfillment personnel to fill tractor and parts orders with as few and as short-distance shipments as possible. The application used an inventory dataset imported from SAP to look up inventory units grouped and sorted to highlight the lowest-cost, fastest-delivery options.
• Developed an Excel application named Minerva that enabled users to search recursively for a user-set term — typically a tractor model number — in every worksheet in each of about 40 price-quote workbooks. Kubota order-fulfillment personnel had manually created price quotes taken by phone and entered over several years into many hundreds of worksheets. Minerva enabled personnel to find, for example, all previous quotes for a particular tractor model.
• Using Excel and Concerto, developed a miniature but nearly full-featured, working emulation of an enterprise, web-based, relational-database application, to guide the vendor’s developers and, post-development, to serve as a benchmark testing application.
• Kubota business analysts typically manually exported their own special-purpose data sets using SAP BusinessObjects or Crystal Reports each reporting period. Replaced that model with one in which two power users set up a small number of scheduled, automated exports of optimized, general-purpose data sets that could be used easily by many analysts to prepare special-purpose and ad hoc reports. This relieved business analysts of having to manually obtain and manipulate data so they could focus on activities that add value.
• Helped business managers evaluate the service they received from, and the business-problem solution options presented by, IT developers.
• Assisted sales operations analysts and accounting personnel in producing improved data models to automate more of their analysis and reporting.
• Advised business and accounting and finance managers and analysts on how best to obtain data from SAP with the least time and effort and how best to work with the data, to process it or to report on it for special purposes. The goal in each instance was to minimize the amount of manual work required by maximizing automation.

Confidential, Carlsbad, CA

Business analyst

Responsibilities:

• Designed and performed a number of complex analyses for the Chief Executive Officer, Chief Financial Officer, and Sales Controller, including to measure sales representatives’ sales performance as a function of their seniority in months, to identify duplicate client physician records and thereby determine how many physicians uniquely were clients.
• Developed a Confidential Excel sales-forecasting model that was richer and more flexible than the manual model it replaced and easier to use. In turn, this new model enabled the sales controller to switch from a top-down forecasting model, in which periodic sales were forecast at Confidential by corporate sales management, to a bottom-up model, more sensitive to the market, in which the sales forecast was compiled from negotiated projections provided by regional sales directors.
• Developed Hollis, an application that employed Excel, Access, and SQL Server to calculate, quickly and precisely, sales-incentive payouts as dictated by complex, evolving payout policies.
• Used Excel to automate actual-versus-budget variance analysis so that, when sales data was updated for a new period, the reports updated automatically.
• Developed a Yael Excel report-designer implementation that enabled an analyst to design a report template (or set of report templates) on an individual worksheet(s) and then automatically create a report(s) on operational data for each individual sales representative and sales manager.
• Developed a Cato Excel report printer-and-emailer implementation that enabled an analyst to specify a workbook that contains worksheet reports to be automatically printed to a printer or, alternatively, to PDFs, and emailed automatically via Outlook.
• Developed Sherman, an application that employed Access, SQL Server views, and pass-through queries, to enable a business analyst to obtain server sales data nearly instantaneously, data that previously had been obtained using Access queries that took so long to execute they were often left unattended to run overnight.
• Provided extensive training to the Sales Controller and four business analysts. Because they did most of their work in Excel, training was provided in Confidential, a compact set of Excel 0techniques and best practices that addresses the full lifecycle of business reporting. Specifically, it addresses how best, using mainly Excel, to obtain data, organize it, analyze it, illustrate it, report on it, navigate it, and distribute it. Concerto was designed to enable moderately skilled analysts to easily build and maintain even highly complex Excel models that involve large datasets. Also provided training in how easily to automate complex workflows using, variously, Access queries, Access VBA, ADO/DAO, and SQL Server views and stored procedures.
• Served as a liaison between accounting-and-finance managers and IT system administrators and developers.

Confidential, Arlington, VA, and Vista, CA

Responsibilities:

• Developed a Confidential Access application to automate what had previously been a manual Confidential Excel process to reconcile health-and-welfare benefits data collected by the company’s outside payroll administrator and outside health-and-welfare-benefits service provider. The application produced numerous management reports.
• Served as a technology liaison between the company’s finance managers and an IT services vendor.
• Developed Access applications to automate a variety of reconciliations, produce general-ledger entries, and calculate payments to outside vendors. Some of these Access applications used automation to produce reports in Excel, the client’s preferred format.
• Supported staff accountants in the North American headquarters, in Arlington, Virginia, and a satellite office in Vista, California, as:
• Developed Access applications that enabled them to automatically produce check-register data in a format that could be uploaded to their banks.

Confidential, Burbank, CA

Responsibilities:

• Developed a Confidential Access application to perform a complex transformation of 75,000 prices maintained in an Excel workbook for DDM’s services client by client, for importation into a new billing system.
• Developed an Access application that automated querying approximately 250 tables linked to a SQL Server backend database in order to analyze the database’s table structure.
• Modified a complex Confidential Excel workbook application that served as a template for DDM’s services rates card.
• Compiled from widely distributed network sources a list of DDM services using Excel and VBA.

Confidential, Los Angeles, CA

Financial analyst and business report writer

Responsibilities:

• Drafted a detailed business plan that combined economic statistics, census data, store operational data, and customer survey data to forecast three years of sales after a reformulation of the business model and expansion.
• Developed a Confidential Excel model by which the owner-operator tracks daily sales, automatically showing current year versus previous years graphically in a trend-line chart.
• Developed an Excel model that enables the owner-operator to price imported Italian merchandise to recover merchandise cost, shipping cost, and import duties, and earn a desired profit percentage.
• Continue to review financial statements and advise the owner-operator on operations as needed.
• Continue to provide bi-monthly, monthly, quarterly, and annual payroll and payroll-tax services, using Intuit Online Payroll.
• Continue to serve as liaison between owner-operator and the outside tax accountant.