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Technical Consultant Resume

Newark, NJ

Professional Summary:

  • Over 7 years of experience with Excel/ Access VBA Developer and Financial Analyst, with IT and Financial experience.
  • Excellent experience in the areas of Design, Analysis and Development of Software Applications using Access and Excel VBA.
  • Strong leadership skills working with executive management, technical architects and business end-users working through change management and new technology deployments.
  • Expertise in performing GAP Analysis, Feasibility Analysis and SWOT Analysis to check the compatibility of the existing system infrastructure with new business requirements
  • Expert in Data migration from various different versions of Office 2003 to Office 2010.
  • Proficient with creating Modules and Macros with Excel VBA in different business environments.
  • Extensive experience in designing templates, working with pivot tables, graphs, user forms, user defined functions and creating and using add-ins.
  • Migrated existing data in MS Access and Excel 2003 to version of MS Access and Excel 2007 using OCCI, OMPM and OEAT tools.
  • Expert in data aggregation methodologies like clustering and normalization of data.
  • Sound knowledge of financial market instruments: Equities, Fixed Income Securities, Derivative Instruments, Options, Futures, Forwards and Swaps, Alternative Investments, Hedge Funds, Real Estate, Commodities and Foreign Exchange.
  • Expert in handling errors and validating user data using VBA.
  • Solid background in table/query design, report design, and automation utilizing VBA modules.
  • Expert in retrieve data from various databases using Active X Data Object (ADO).
  • Expertise includes extracting data from different file formats like XLSM, ACCDB, TAX, EGT/ESS, XML, MDB, ORA.
  • Extensive experience in developing, maintaining and testing, class modules using MS Access.
  • Experience in Data Modeling (Logical and Physical Design of Databases), Normalization and building Referential Integrity Constraints.
  • Extensive experience in developing, maintaining and testing, class modules using MS Access using Sybase SQL
  • Relentless quest and earnest passion for Quantitative Finance, Trading and Risk Management.
  • Excellent team player with extraordinary analytical, strategic planning, interpersonal and communication skills. Highly motivated, enthusiastic and self-starter with exceptional ability to perform individually.

Business/Technical Skill:
MS Excel 2000/2003/2007/2010, MS Access 2000/2003/2007/2010, VB4/5/6, VBA, Bloomberg (including Excel API functionality), E-Views, and Yield book, SQL Server2005/2008 and Crystal Reports 8.5/ 11. Modeling tools UML, MS Visio, C, C++, Java, C#.

Education Qualifications:
Master of Business Administration


Confidential,Newark, NJ.
Sr. Technical Consultant
Confidential,is the holding corporation for theMetropolitan Life Insurance Company. Prudential Inc is among the largest global providers ofinsurance,annuities, andemployee benefitprograms. Prudential Inc completed themetallizationprocess, changing from a stock life insurance company owned by individuals to a mutual company operating without external shareholders and for the benefit of policyholders. The project objective was to update Service Credit Regime web and SCR calculator to display New Jersey and New York messages correctly. Includes messages for meter point level extracts.


  • Updated SCR Web and SCR Calculator to enable the status of the New Jersey and New York messages to be displayed.
  • Resolved SCR which was unable to handle the boundary condition where a message arrives over the midnight boundary (between 23:59 and 00:01).
  • Made changes into the existing code to make it compatible new 2007 office object model.
  • Developed Data Analysis and Reporting Tool in MS Excel using VBA.
  • Generated Excel and Access Macros for the automation of Reports.
  • UsedAccessto retrieve data from SQL server and created and maintained theAccessdatabase.
  • UsedActive X Data Objects (ADO) to retrieve data from SQL server to MS Access and created and maintained theAccessdatabase.
  • Included Add-Ins features into Excel Screens and Excel Sheets with XLA technology.
  • Managed relationships with meter point level messages and file level messages with SQL.
  • Developed modules for archiving data in the Access database.
  • Worked on Pivot tables for the summarized reports of Excel and Access data.
  • Normalized the data with data aggregation technique into different normalized forms and generated tables in Access.
  • Performed unit testing for SCR web and SCR calculator.

Tools & Technologies
QUINBAUG windows server, MS Excel 2003/07, MS Access 2003/07, SQL Server 2005

Confidential,Georgetown, KY.
Financial Analyst/ Excel/Access VBA Developer
Confidential,is an automobile manufacturing factory in Georgetown, Kentucky, USA. It is part of Toyota Motor Engineering & Manufacturing North America (TEMA), owned by Toyota Motor Company of Japan. Originally known as Toyota Motor Manufacturing USA, TMMK was established in 1986 (the first wholly owned Toyota manufacturing plant in the U.S.) and is Toyota\'s largest manufacturing facility outside of Japan. The project objective was to develop efficient risk management portfolio for investor’s risk-return objective and to develop forms and reports using Excel, VBA, and Access.


  • Obtained initial requirements from the users of various departments and corresponded with them throughout process
  • Created database objects like Tables, User Defined Functions, Queries, Modules and Macros
  • This sophisticated suite of application is a globally designed with Access front-end tied to several Access databases and other external SQL Server DB as its back-end data
  • Normalized the entities and de-normalized for data warehousing purpose.
  • Defined the various naming standards
  • Used ADO, DAO objects to access data from other sources i.e. from access and SQL Server
  • Created Various Forms and Reports as per user’s requests in Access DB.
  • 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.
  • 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.
  • Created Various Reports By using SSRS Reporting Services.
  • Performed tuning and optimizing queries which take longer time in execution
  • Performed operations like Data validation and error handling after Extracting data
  • Transferred data from various OLTP data sources and also sending data to such as Oracle, MS Access, MS Excel, Flat files, CSV files into SQL Server 2008
  • Automated the process of data storing to DB and also Sending Data to other Systems through Windows Task Scheduler and also SQL Agent Job
  • Created complex Stored Procedures, Triggers, Cursors, Tables and Joins by using T-SQL in SQL Server 2008.
  • Implemented Event Handlers and Error Handling in and notified process results to various users
  • Created complicated reports like parameter based reports, graphical reports, well-formatted reports, drill-down reports, matrix reports, chart and tabular using SSRS
  • Generated on-demand and scheduled reports for business analysis or management decision using SQL Server Reporting Services (SSRS).
  • Configured SQL mail agent for sending automatic emails when event is failed or succeed.

Tools & Technologies:
MS Excel 2007, MS Access 2007, Bloomberg API, SQL Server 2008

Confidential,San Antonio, TX.
Aug’10 – Jul’11
Financial Analyst and Excel/Access VBA Developer
Confidential,is a Texas-based diversified financial services group of companies which includes a Texas Department of Insurance regulated unincorporated, reciprocal inter-insurance exchange and a Fortune 500 financial services company offering banking, investing, and insurance to people and families that serve, or served, in the United States military. The project objective was to assist with the development, implementation and interpretation of complex financial analysis project in support of financial planning using Excel, VBA and Access.


  • Gathered requirements regarding the metrics, calculations and style of the templates.
  • Provided in depth analysis of potential investments, acquisitions or divestures as they relate to corporate financial objectives.
  • Developed Monte Carlo simulation model for valuing mortgage backed security using Excel and VBA.
  • Conducted profitability analysis/reporting through complex calculations in Excel and VBA
  • Created templates for the financial statement analysis and pivot tables/charts for sales analysis using Excel and VBA.
  • Ensured data integrity by validating information obtained from fund/product administration systems using a variety of available resources.
  • Communicated with various departments including IT and Legal department for various variable funds/products and data reporting issues.
  • Wrote code to automate generation of excel spreadsheet used by users for test cases and was involved in UAT (User Acceptance Test).
  • Acted as both a user and developer of applications created in Excel and/or Access to prepare timely and accurate sales performance, analytical and reporting on both a periodic and an ad hoc basis.
  • Wrote system admin guide and job-aid guide for users.

Tools & Technologies:
MS Excel 2007, MS Access 2007, SQL Server 2008

Confidential,New York
Financial Analyst and Excel/Access VBA Developer
Confidential,is a global financial security company that specializes in life and long term care insurance, wealth management, mortgage insurance, annuities and senior supplement insurance. The goal of the project is to create a database for their clients as well as to generate reports for their clients related to their employee benefits from their insurance. The Project was involved in creating, maintaining and migrating MS Access and SQL Server databases using Visual Basic 6.0 and Access, Excel VBA.


  • Interacted with business 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.

Tools & Technologies:
MS Excel 2007, MS Access 2007, SQL Server 8.0

Confidential,Roswell, PA
Financial Analyst and Excel, Access VBA Developer
Confidential,is a global finance company operating in and servicing North America. Pioneer Bank specializes in automotive finance, real estate finance, insurance, commercial finance and online banking. The project was for mortgage unit at Pioneer Bank. This unit is responsible for the mortgage services in the nation. The project objective was to control procedures and documentation for mortgage backed assets, including but not limited to, Residuals, Interest Only Strips, and Mortgage Servicing Rights.


  • Collected documentation and tested valuation control procedures.
  • Monitored and reviewed valuation support documents
  • Created support documentation for regulatory guidelines.
  • Worked with business users, programmers, testing staff, and database administrators to develop database requirements, test plans and database schemas to transition MS ACCESS databases to SQL Server.
  • Assisted in UAT for updates/changes in valuation tools and methodologies.
  • Coordinated user acceptance testing and provided documentation to external auditors and regulatory agencies, and change management and model validation groups for changes and updates to valuation models and valuation methodology changes.
  • Daily/Monthly/Quarterly reporting and asset valuations.
  • Analytical support of diverse financial and cash flow modeling, including analysis of securitizations, retained interests, and mortgage servicing rights, as well as miscellaneous ad hoc analyses and reporting.
  • Gained control of data management needs through quality user interface made using Access.
  • Transformed data from various data sources such as Excel and text files
  • Extensively used Excel and Access Macros and VBA with Excel Forms.
  • Included Add-Ins features into Excel Screens and Excel Sheets with XLA technology.
  • Included security and password features into excel reports using XLA features.
  • Made VBA changes to correct program flow and detect user-input errors.
  • Automated daily reports (Risk and Control Inventory Report, Design Effectiveness and Operating Effectiveness Reports).
  • Created linked databases to extract meaningful data.
  • Converted Excel file data from multiple sources to Access tables.
  • Converted MS Access database to SQL server and worked with SQL statements and tables.

Tools & Technologies:
MS-EXCEL 2003, MS-ACCESS 2003, SQL Server 2005

Confidential,Cranbury, NJ
Oct’06 – Jun’08
Confidential,a leading pharmacy benefit manager with the nation\'s largest mail order-pharmacy operations, assists its customers to moderate the cost and enhance the quality of prescription drug benefits provided to members nationwide. The project was for Business analysis unit. The project objective was analytical assessments of claims and financial data to support product decision making and client assessments to support Product Management, Account Management and external clients.


  • Designed Dashboard, a front end Excel/user form based application which connects to back end Access database using Excel in 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 with the help of 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 Excelmacro in VBA.
  • 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.

Tools & Technologies:
MS Excel 2003, MS Access 2003, SQL Server 2005

Jan’05 – Aug’06
Excel Access/VBA Developer
Confidential, is the IT division of the Elecon group of companies and has an experience of more than 13 years in the field of hardware, software and networking solutions. Situated in the heart of Vitthal Udyognagar an Industrial Estate and in the proximity of the educational town of Vallabh Vidyanagar, EITL is all set to reach new heights in the field of IT solutions.

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.
  • 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 customer’s 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.

Access 2000, VBA, Excel 2000, SQL Server 2000, MS Word 2000

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