SUMMARY

• Over 7 years of IT and Financial experience as Excel, Access/ VBA Developer and Financial Analyst.
• Experienced in Excel add - ins (XLA) technology.
• Strong expertise in writing complex Access, Excel Macros with Excel VBA for different Business Environments.
• Extensive experience in designing templates, user forms, user defined functions and creating and using add-ins.
• Experienced in working with pivot tables, graphs and reports.
• Detail-oriented Financial Analyst with hands-on experience in quantitative / statistical analysis, budgeting, accounting, and forecasting.
• Create NPV, IRR, discount cash flow, and ROI models for evaluating financial implications of new products and investments, and provide recommendations to senior management
• High interest and earnest fondness for Quantitative Finance, Trading and Risk Management.
• Adept in report design, table/query design and automation utilizing VBA modules.
• Proficient in extracting data from different file formats like XML, text.
• Tremendous experience in tuning the MS Excel, Access queries and the data base.
• Extensive experience in Manual, Automated and Load testingof integrated applications.
• Competent in loading data from multiple data sources into Excel Reports using Excel VBA.
• Evaluated numerous complex system problems and user requirements. Developed the ability to develop structured and modular solutions. Built program specifications, requirements analysis and internal design to meet rigorous client standards.
• Designed database maintenance plans to set up core maintenance tasks to make sure that the database performs well, is regularly backed up in case of system failure and is checked for inconsistencies
• Experienced in performing investment data research through use of Yield Book, Reuters and various other financial applications and websites.
• Worked on creating an Add-In function to implement custom functionality in Excel. The add-in file performed a Monte Carlo Simulation of possible investment outcomes.
• Quick learner and team player with ability to work independently.
• Excellent communication, inter personal, presentation, analytical and trouble shooting skills.

TECHNICAL SKILLS

• MS Excel 2003/2007/2010
• MS Access 2003/20072010
• VB4/5/6
• VBA
• Bloomberg (including Excel API functionality)
• E-Views and Yield book
• SQL Server2005/2008 and Crystal Reports 8.5/ 11. C
• C++
• XML
• HTML
• Java
• PL/SQL
• MS-Access
• MS-SQL server
• Oracle.

PROFESSIONAL EXPERIENCE

Confidential, Stamford, CT

Financial Analyst/ Excel/Access VBA Developer

Responsibilities:

• Developed the objectives and strategies for client portfolios.
• Actively assisted and participated in the investment decisions which impacted the Fixed Income Portfolio.
• Developed strategic and calculated asset allocation strategies to meet risk and return objectives.
• Supported team members in pricing module development of fixed income products using Excel and VBA.
• Developed Excel/VBA based financial programs utilizing Bloomberg API to monitor market volatility, key rate duration and Monte Carlo simulations to estimate VAR with particular focus on relative value trading as well as mapping of yield curve reshaping/shifting scenarios.
• Investigated new trade ideas, investment opportunities and market developments for inclusion in the portfolio.
• Participated in creation of spread sheets for reconciliation of fixed income and derivative products.
• Created user defined functions, add-ins, menu bars, forms and user friendly interfaces that support various P&L reports and daily tasks.
• Produced daily risk report encompassing VAR assessment, scenario analysis and stress testing using Excel and VBA.
• Managed relationships with clients and created unique and specific portfolios for these clients.

Confidential, Coraopolis, PA

Financial Analyst and Excel/Access VBA Developer

Responsibilities:

• Interacted with financial analysts to gather requirements, test plans and DBA’s for database schemas.
• Designed and developed MS Access user interfaces with user validations using VBA.
• Used VBA extensively and provided options to query the data based on their selection.
• Imported data from SQL Server into Access.
• Created Excel applications (VBA, Macros) to import historical data which include multiple databases and perform various statistical analyses, charts and graphs.
• Developed user defined functions to calculate performance attributions, Sharpe ratio and various other functions to evaluate investment manager’s performance
• Developed multiple Excel/VBA Forms for data capture and report generation
• Used Bloomberg API’s to retrieve historical and market data of indices as a benchmark to compare with the performance, investment style and risk profile of the investment manager.
• Authored Queries for retrieving data into forms and reports.
• Wrote macros to convert Excel data into to a web page
• Developed program to load market data from Bloomberg API, SQL Server 2005 and update static data and fed to convert various feeds/reports into HTML pages.
• Developed procedures in MS Excel for export and import of data to and from MS Access
• Error reports and Audit reports were generated as a result of error traps
• Performed extensive analysis to debug, troubleshoot and optimize programs.
• Validated multiple unit testing modules throughout application development.
• Followed SDLC procedure throughout the financial model, modules and reports development.
• Managed change requests received from the business and to ensure the releases of new functionality.
• Created requirement details documentation, implementation documentation, user acceptance testing documentation, support documentation, user manuals and technical documentation throughout the application development.

Confidential, Park Avenue, NY

Financial Analyst and Excel/Access VBA Developer

Responsibilities:

• Designed and developed the database tables and forms in MS Access.
• Collected data for investors into text files using custom written program.
• Developed queries and macros for reporting purposes.
• Developed modules to export the data to excel for creating charts and graphs.
• Developed procedures in MS Excel for export and importing data to and from MS Access.
• Audit reports were generated to track errors.
• Created cubes by extracting data from fact tables, dimensions and data marts.
• Performed sensitivity analysis for internal and external reporting and portfolio risk management.
• Developed modules for archiving data in the database.
• Implemented financial functions in excel to calculate present and future values and net present values.
• Optimized portfolios to diversify assets and other class of investments
• Converted entities and attributes into tables and fields and defined the relationships and cardinalities between different tables.
• Created and used stored procedures and views for enhancement of performance while retrieving data and exported the reports in MS Word format for further processing.
• Created formula for manipulating data fields and data types like numeric, string sets and logical values.

Confidential, Fort Washington, PA

Financial Analyst and Excel, Access VBA Developer

Responsibilities:

• Designed Dashboard, a front end Excel/user form based application which connects to back end Access database using Excel/VBA.
• Created custom tool bar in Dashboard to automatically import data such as Budget & time allocation, field trainer list, categories, reason codes, etc into Excel from Access database.
• Created user-interface for capturing manually entered data.
• Filtered/sorted data based on column entries using Excel/VBA.
• Created dynamic charts such as Needle chart, Pie chart & Bar chart displaying vital data such as Time allocation and Budget spending through VBA
• Automated the printing process of excel reports such as performance matrix report and Budget spending report on monthly and YTD(Year to Day) basis and sending them as an email attachments using Excel/VBA macro.
• Performed the unit testing of Dashboard application and debugged the errors encountered.
• Performed UAT testing of Dashboard application.
• Prepared User manual of dashboard creation for non-technical users and provided user guide explaining different functionality of the dashboard.
• Built user guide for technical users providing vital information to create new users for the Dashboard application, to load data necessary to update Dashboard and logical diagram of flow of data from flat files to Dashboard.

Confidential, Franklin Lakes, NJ

Reporting QualityAnalyst

Responsibilities:

• Provided analytics to support multiple product specific Retiree Solution and client analysis projects to measure program effectiveness, ensure accurate / appropriate methodologies are applied and that reporting is accurate.
• Developed in-depth knowledge of Retiree Solutions products and capabilities to assist in the development and testing of analytic information to support decision making and sound reporting methodologies.
• Developed queries and macros for reporting purposes.
• Developed and designed the database tables and forms in MS Access.
• Developed modules to export the data to excel for creating Charts and Graphs.
• Developed procedures in MS Excel for exporting and importing data to and from MS Access.
• Developed GUI using MS Access for loading the data.
• Supported development of Access applications for product management group, involving analysis, design, coding, and testing of components.
• Validated data with Macros.
• Created Access Reports for Membership of all the patients, Segments and Areas using Stored Procedures and Views and exported the reports in MS Word format for further processing.
• Developed modules for archiving the data in the database.
• Created Data Entry forms using Access forms.
• Created Archiving programs to archive the data.
• Reviewed and prepared system documents and specifications. Created and Used Stored Procedures and Views for enhancement of performance while retrieving data for reporting purposes.
• Used prompts for taking inputs from users and by the use of formulae, grouping and sorting functions are done dynamically
• Created sub-reports, mailing label reports, cross tab reports along with standard reports.
• Performed process of migration of Access 97 to Access 2003.

Confidential 

Excel, Access/VBA Developer

Responsibilities:

• Developed Access databases, working with excel that reconciled Accounts, provided analytical support including development of a reconciliation database allowing users to perform automatic and manual reconciliation.
• Supported departmental goals of minimizing revenue leakage from daily operations and report findings to departmental managers through the development of new databases and the enhancement of existing ones.
• Developed inventory tracking system for parts recovery center to permit JSW Center Part Receiving Center to track incoming warranty repair parts and track shipments to part vendors.
• Strong track record meeting the customer’s information system needs by providing on time, on budget, and on the mark information system solutions in team and independent environments.
• Administered departmental MS Access databases including establishing workgroup security.
• Developed complex queries, excel macros and created monthly management exception reports using Access, Excel, VBA and SQL.
• Enhanced the ability of JSW customers service to track payments to suppliers by modifying the existing Access database so that users could quickly reconcile invoice payments.
• Provided users the ability to lookup claims, properly disposition them, and have the updated data immediately available to JSW Customer Services.
• Supported JSW Customer Services departmental goals of tracking and resolving supplier claims by redesigning existing price variance and supplier databases by converting all macros into VBA code and adding error trapping
• Created and edited complex Excel spreadsheets and pivot tables.
• Designed tables, forms, queries, and reports using VBA, SQL, Crystal reports, Excel and other tools.
• Designed and created a front-end access to reports, queries and forms.