SUMMARY:

• Business/Data Analyst with over 10 years’ experience with designing and development of VBA Macros and Access database forms and reporting.
• Hands - on background with creating systems to combine the data of both Oracle and SQL and proprietary databases.

PROFESSIONAL EXPERIENCE:

Confidential, New York, New York

Financial & Business Analyst

Responsibilities:

• Created system to automatically combine data from Oracle, SQL and proprietary databases
• Designed and developed of VBA Macros and Access database forms, data entry and reporting.
• Confirmed accuracy of data by performing periodic internal audits.
• Coordinated with all relevant parties to ensure seamless project completion.
• Wrote Business, Functional and Technical Requirements Documentation.

Confidential, Florham Park, New Jersey

Financial & Business Analyst

Responsibilities:

• Monitored & analyze KPIs & data of wholesaler, distributor, vendor & member data to identify potential sales risks & opportunities.
• Business, Functional and Technical Requirements Documentation
• Communicated with wholesalers, vendors, & members as well as with sales, contracting and client services regarding business risks & opportunities.
• Routinely worked with other team members on various projects.
• Determined more efficient ways of collecting and qualifying data.
• Coordinated with the Operations department to identify and then develop actionable steps to increase/convert members in our current book of business to be paid under our wholesaler & vendor contracts.
• Conducted opportunity analyses to identify potential new customers, new products & programs.
• Collaborated with Sales & Contracting to identify business risks & opportunities while focusing on improvement to client experience.
• Developed projections for new business, monitor results to gain an understanding of missed projections in order to improve the projection model.

Confidential, Parsippany, New Jersey

Data Analyst / Forensic Accountant

Responsibilities:

• Worked on Data Mining, Data Analysis, Application Development and Forensic Accounting in support of a U.S. Government Pricing restatement.
• Wrote Business, Functional and Technical Requirements Documentation.
• Reconciliation of previous 10 years rebate payments, including SAP system and manual rebates.
• Determined more efficient ways of collecting and qualifying data.
• Initiated more efficient data collection procedures.
• Q/A development and implementation
• Created/used test scripts.

Confidential, Florham Park, New Jersey

Financial Risk & Data Analyst

Responsibilities:

• Reconciliation of entire Retirement Services end-to-end broker fee accuracy. Project included all phases of broker commissions from contract to systems, accrual, and invoice through final payment receipts.
• Handled Business documentation and Process improvement.
• Automated the journal entry creation and automated custom cash receipt process.
• Created test scripts, validation of data, compliance and reconciliation reporting.
• Assisted with the transfer of ADP BD Billing, Cash Ops and Receiving functions to ADP Shared Services.
• Designed new systems enhancements for more accurate and streamlined billing automation.

Confidential, Rutherford, NJ/New York, New York

Data Analyst/Systems Developer

Responsibilities:

• Analysis and development of new reconciliation and compliance procedures using ITILv3 foundations.
• Data Analysis of updates and changes in the CMDB.
• Monitored change requests and incident tickets. Developed process flow improvements and automation and to develop better use and compliance with ITIL v3 in the entire CMDB model.
• Created test scripts, validation of data, daily compliance and reconciliation reporting.
• Supported the CMDB software version upgrade, including testing, validating, database architecture development, etc.
• Developed applications that streamlined data importing into the CMDB. I support monitoring and data discovery tools, such as ADDM, BigFix, New Scale and other programs.
• Template creation to speed the flow of new data into the CMDB.
• Created standard and ad-hoc reporting, using SAS and creating new versions in BMC Analytics. Project management of process development, documentation and procedure for Configuration management and change management.
• Web based report development using SAS and .Net for internal bank customers.
• Supported various BMC Software auto-discovery tools using Oracle SQL.

Confidential, Morristown, New Jersey

Business & Data Analyst

Responsibilities:

• Custom reporting of financial data from Sage MAS500 and SQL using Excel, Access and Crystal Reports.
• Redeveloped $100 million Company accounting reports to correct accurate, timely processing.
• Designed and developed intranet communication hub website using Access/VBA and ASP.Net.
• Created, implemented and analyzed company budget of $6M annually creating savings of $3M.
• Application development of sales and invoicing of franchisee royalties and commissions.
• Internal process analysis removing inefficiency and redundancies and creating definitive procedures and increased employee value.

Confidential, Morris Plains, New Jersey

Financial Data Analyst

Responsibilities:

• Internal and external ad hoc reporting using Crystal Reports with a SQL database connected to a JD Edwards accounting systems.
• Management reporting and dashboard status development.
• Data mining, massaging and analysis using Microsoft technologies; Excel, Access, VBA.
• Business Process analysis and systems programming and re-engineering identifying cost savings.
• Managed 5 member development team (2) and custom reporting analysts (3).
• Expense analysis of the client activity, providing cost savings to clients and increasing customer base by 100% over 3 years.
• Internal revenue, cost analysis and management reporting of more than 250 Fortune 500 companies.

Confidential, New York

Analyst/Research Assistant

Responsibilities:

• Assisted in the support of European investor relations functions of US corporations expanding presence with banks, money managers and equity fund manager across Europe.
• New institutional investor due diligence and analysis.
• Public communications, meeting set-up and company marketing in Switzerland and the US.

Confidential, Bridgewater, New Jersey

Project Managr

Responsibilities:

• Project Management of team developing processes and automated functions to provide Confidential &T Business sales personnel with robust, qualified leads.
• Project Management of systems requirements for the Customer Relationship Manger (CRM) and Customer Financial Management (CFM) used by 5,000 employees servicing over 250,000 customers.
• Developed the Sales Compensation Bonus Process Application MS Access, Visual Basic and SQL.
• Project Management of analysis, development and support of the compensation application used by Confidential &T’s 28 Middle Market branches.
• Development and support of the Nodal Allocation Authorization Application which allocates authorization to high demand T1.5 nodal access to the 617 Confidential &T POP facilities in the USA.
• Developed Wholesale Markets Sales Prospecting application used by HQ and fields sales teams.