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Vba Resume

Newark, NJ

SUMMARY

  • Over 7 years of experience with Excel/ Access VBA Developer and Financial Analyst, with IT and Financial experience.
  • Strong leadership skills working with executive management, technical architects and business end-users working through change management and new technology deployments.
  • Solid background in table/query design, report design, and automation utilizing VBA modules.
  • 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.
  • Expertise includes extracting data from different file formats like XLSM, ACCDB, TAX, EGT/ESS, XML, MDB, ORA.
  • Excellent experience in the areas of Design, Analysis and Development of Software Applications using Access and Excel VBA.
  • Migrated existing data in MS Access and Excel 2003 to version of MS Access and Excel 2007 using OCCI, OMPM and OEAT tools.
  • Expertise in SWOT Analysis to check the compatibility of the existing system infrastructure with new business requirements
  • Expert in data aggregation methodologies like clustering and normalization of data.
  • 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.
  • Extensive experience in developing, maintaining and testing, class modules using MS Access.
  • Experience in 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.
  • Hands on experience with 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.
  • Efficient and experienced in converting requirements to technical specifications, developing solutions, documentation, providing application support and train users.
  • Details oriented and excellent team player with extraordinary analytical, strategic planning, interpersonal and communication skills. Highly motivated, enthusiastic and self-starter with exceptional ability to perform individually.

Technical Skill:

MS Excel 2010/2007/2003/2000, MS Access 2010/2007/2003/2000, VB6/5/4, Oracle 10g/9i, Windows 7/Vista/XP/NT2000, Salesforce CRM, Bloomberg (including Excel API functionality), E-Views, and Yield book, ETL tool - Informatica, ERWin 4.0, Sybase IQ, PL/SQL, SQL Server2008/2005, T-SQL, SSRS and Crystal Reports 8.5/ 11. Modeling tools UML, MS Visio, HTML, C, C++, Java, Java Script, C#.

Education:

Master of Business Administration

Financial Analyst/ Excel/AccessVBADeveloper
Confidential, Newark, NJ.
January 2012 Present

Responsibilities:

  • Redesigned the database to incorporate foreign keys to maintain the normalcy of the database.
  • Generated VBA/Excel modules to recalculate portfolio duration for any interest rate change and compared the same Excel with the duration of liabilities.
  • Calculated portfolio Convexity in VBA and saved the data in MS Access.
  • Added VBA module to calculate and monitor Target Rate and Safety Margin for Contingent/Partial Immunization.
  • Authored SQL queries and wrote scripts using VBA to perform calculations, generate trends, and dashboards to analyze keeping performance in mind.
  • Redesigned and modified existing program logic to improve overall system performance and Monitored the performance of the portfolio management tool.
  • Developed data validation scheme to ensure that necessary data is entered for customers.
  • Designed and developed user interface for viewing and printing of reports.
  • Designed special reports to be viewed as access files.
  • Redesigned and modified existing program logic to improve overall system performance.
  • Designed and installed user level security by defining roles for each user.
  • Designed and developed the corporate intranet for viewing the forms and reports.
  • Developed Active Server Pages (ASP) to publish reports to web with parameters passed through ASP to crystal report.
  • 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.
  • Designed and developed reports for protocol wise selection using Crystal Reports 8.5
  • Created sub-reports, mailing label reports, cross tab reports along with standard reports
  • Reports were distributed through internet to top level management.

Tools & Technologies:
MS Excel 2007, MS Access 2003/2007, Bloomberg API, SQL Server 2005, Crystal Reports 8.5

Excel/Access VBA Developer
Confidential, Georgetown, KY.
Oct 10 Dec 11

Responsibilities:

  • 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

Financial Analyst and Excel/Access VBA Developer
Confidential, San Antonio, TX.
Nov 09 Sep 10

Responsibilities:

  • Gathered requirements regarding the metrics, calculations and style of the templates.
  • Worked as a 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.
  • 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).
  • Wrote system admin guide and job-aid guide for users.

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

Excel/Access VBA Developer
Confidential, Baltimore, MD
May 08 Oct 09

Responsibilities:

  • Created the objectives and strategies for client portfolios.
  • Actively assisted and participated in the investment decisions which impacted the Fixed Income Portfolio.
  • Inserted 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.

Tools & Technologies:
MS Excel 2007, MS Access 2003/2007, Bloomberg API, SQL Server 2005

MS-ACCESS/EXCEL DATA ANALYST/VBA Developer
Confidential, East Brunswick, NJ
Oct 06 Apr 08

Responsibilities:

  • Identified entities and attributes and created Conceptual, Logical and Physical data models.
  • Converted entities and attributes into tables and fields and defined the relationships and cardinalities between different tables.
  • Developed Front End Screens with user validations Using Access VBA.
  • Created Programs for searching records based on various criteria and also for producing reports based on multiple parameters, and exporting that data to MS Excel.
  • Designed and developed User Interface for viewing and printing of the reports.
  • Developed VBA Macros to read table definitions from Excel and automatically create those tables in Access.
  • Created User Login Form and developed several scripts to control the different access level for users.
  • Enhanced & developed several Excel Reports & templates which connected to numerous tables in an Oracle database using ADO.
  • Created flexible forms and reports using SQL and VBA to read, update and append records to the Oracle tables.
  • Performed database creation, database tuning, Indexing, performance planning and backup planning.
  • Created a personal Access application to keep track of progress on all individual projects for reporting, status and scheduling purposes.
  • Created requirement details documentation, implementation documentation, user acceptance testing documentation, support documentation, user manuals and technical documentation for all applications.

Tools & Technologies:
MS-ACCESS 2003, MS-EXCEL 2003, VBA, T-SQL, MS-SQL SERVER 2000/2005, Oracle 10g, ERWin 4.0

Confidential, India
Excel/AccessVBA Developer
Jan 05 Sep 06

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 Silver line infocom’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 Silver line infocom.
  • Supported Silver line infocom 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.

Tools/Technologies:
Access 2000, MS Word 2000, Excel 2000, VBA Queries, SQL Server 2000.

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