SUMMARY:

• With a wide variety of experience I can fit into many situations. See myself in a more data intensive role.
• Work Elements I would appreciate include: learning new systems, leveraging experience, becoming an SME in a niche, growing myself into a broader role, doing something oriented to growing or enhancing a business.
• 15 plus years VBA programming experience to automate and enhance mostly MS Excel and MS Access projects.
• Experience includes creating user interfaces, pop - up status windows, and creating custom menus.
• Applications created with MS Excel / VBA includes projects in billing, payments, mortgages, budgeting, and revenue reporting.
• Business Sectors where I have created VBA automations include, Construction Management, Financial Services / Banking, Manufacturing, and Computer Services.
• 15 years of experience in finance related analysis and 5 plus years doing data analysis in non-financial areas.
• Experience in creating financial modeling corresponding to areas including billing, budgeting, cost analysis, and planning.
• Have a great deal of experience extracting data from financial and other systems such as JD Edwards, Portia, and Oracle.
• Have experience tracking headcounts, time reporting, tracking metrics, analyzing data for scorecards and creating scorecards.
• Data experience includes working with data on server deployments, marketing campaigns (both online and through other channels), construction costs, manufacturing, stocks, bonds, legal, and billing.
• Marketing data included information on clicks, presentations, views, and completed sales
• 1 year of Developer experience with MySQL includes creating tables, queries, views and stored procedures.
• 4 years of using SQL as query tool on SQL Server platform.
• Some experience using Oracle SQL Developer platform.
• 2 years of experience doing MS Access Development work.
• Also, experience creating SQL based reporting using proprietary report writer called Beyond.Net and some experience / exposure to SSRS based reporting.
• Experience working with large datasets.
• I have 20 years of experience creating various types of metrics and financial reporting.
• Reporting experience includes creating reporting on budgets vs. costs and variances, aged receivables, sales compensation reporting, largest customer activity MTD snapshots, operations metrics and marketing scorecard reporting.
• Experience understanding management initiatives and finding creative reporting solutions.
• 15 years creating budgets, analyzing costs, and forecasting costs. 11 of these years, I was responsible for maintaining budgeting on a Confidential ERP system.
• Experience with various types of cost and financial modeling mostly used to do fiscal budgeting.
• 4 years of experience analyzing production costs, creating budgeting, and creating forecasts of manufacturing costs based on factors like number of units produced, level of effort, standard costs, and sometimes best estimates.
• Have one-plus years doing pure accounting tasks such as, Accounts Receivables and a couple years in billing.
• Experience in broad variety of business settings, including manufacturing, retail, banking, financial services, and education.
• Roles have included stints in Financial Analysis, Budgeting, Billing, Marketing Campaign Analysis, and other types of Data Analysis, Database Development, and Excel / VBA Developer.

SKILLS / SOFTWARE:

DATABASES: MS Access, MySQL, SQL Server

LANG/ TECH: VBA, SQL

TOOLS: MS Office Suite 2010, 2007, 2003, 2000, 1997. (Access, Excel, Project, PowerPoint, Visio, and Word)COMPANY SPECIFIC ERPS & SYSTEMS Used JD Edwards, Portia, Mercury (MSRA), HeadTrax, Beyond.Net

EXPERIENCE:

Confidential

Business Analyst

Responsibilities:

• On the reporting side, I had several SQL queries and ETL Manager jobs that I had created.
• These were sources of information for several different reports used by us and a few nearby groups.
• I also had a few tools that I maintained which were based in MS Excel / VBA as well as MS Access.

Software Used: VBA, MS Office Suite 2010 (Excel, Access), Oracle, Oracle SQL Developer, ETL Manager

Confidential, Redmond, WA

Excel / VBA Developer

Responsibilities:

• The tool was directed at setting the budget expectations for the coming fiscal year.
• The components of the tool included a VBA tab replication process, a data collection macro and then an upload process into an SQL database.

Confidential, Redmond, WA

Excel Guru / VBA Developer

Responsibilities:

• I took over the development of an existing reporting tool for a finance Group with global reach and responsibility.
• The tool is Excel based but, pulls data from an SQL database which is updated per a schedule.
• The tool contains several static reports and the capability of creating custom reports.
• The initial state of the tool was that it contained a great deal of hard coded elements and I have done a great deal to reduce hard coded elements and make it a much more dynamic tool.
• Development of the tool involved creating and modifying VBA forms, modules and creating custom functions.
• As part of the position I have also had to respond to a great many questions as to why forecasts or budgets were not showing up as expected.
• Responding often requires verifying numbers and collaborating with others to give appropriate answers to those asking questions.

Software Used: VBA, MS Office Suite 2010 (Excel, Word and PowerPoint), Mercury (MSRA), SQL Server

Confidential, Bellevue, WA

Data Analyst

Responsibilities:

• Worked in the group that coordinates movement of Engineering Specifications for the devices they sell.
• Created metrics reporting, graphed results intended to show the picture that as a device is more clearly defined that customer satisfaction is increased and the exchange rate is lower.
• I have also spent time gathering inputs from various SMEs.
• Used VBA and advanced Excel formulas on a daily basis.
• I did a lot of comparison of pairs of devices together with an eye to isolating the variances.
• Create an Access database from OEM Statement of Compliance data intended to enable management to request metrics targeted at specific questions or issues.

Software Used: VBA, MS Office Suite 2007 (Access, Excel, PowerPoint and Word)

Confidential, Redmond, WA

Data Reporting Analyst

Responsibilities:

• Worked in the group that managed server deployments to Confidential ’s Data Centers.
• My role was to lend my Excel Expertise to reporting and do VBA coding to automate processes and other enhancements to Excel reporting, I also relied heavily on MS Access as data sources for some of the MS Excel reporting.
• As the project neared completion, role transitioned into a reconciliation role between the old Excel/ Access based system and the new SSRS reporting environment.
• Other responsibilities included researching data anomalies, responding to an audience with findings, taking corrective actions when required or simply alerting others to issues or concerns. Became familiar with deployment / Data Center related terminology such as, SLA, Property groups, functional teams, LOBs, BOS, Azure, MSIT, GNS, blocking issues, work orders, etc.
• Created automated reporting process that ran a set of weekly reports and another that ran a set of daily reports.

Software Used: VBA, SQL Server, MS Office Suite 2007, 2010 (Access, Excel, and Word)

Confidential, Seattle, WA

Business Data Analyst

Responsibilities:

• I created weekly and monthly scorecards which were distributed to management as a picture showing the success of particular marketing campaigns.
• Scorecards were finalized as PowerPoint presentations with embedded MS Excel links.
• I created a MS Excel / VBA automated process, saving 2 hours a day vs. the previous manual reporting process.

Software Used: VBA, MS Office Suite 2003 (Access, Excel, PowerPoint, Word)

Confidential, Everett, WA

Data Analyst

Responsibilities:

• Performed daily data run and improved the speed of the data-run from around 3 hours a day to a point where I could run those processes in about 30 minutes using a combination of MS Access queries and VBA automation.

Software Used: VBA, MS Office Suite 2003 (Access, Excel, PowerPoint)