SUMMARY:

• I am an experienced Microsoft Office 365 centric software engineer and business analyst with a focus on keeping requirements and processes simple and intuitive. My finance and MIS background, combined with my passion for statistics and data help me to make insightful decisions when building tools, reports or dashboards. I enjoy the challenge of learning using the Microsoft Cloud and the Azure platform to create and automate a company's business operations.
• By combining my experience with Power BI and SharePoint I can build beautiful and simple company intranets with intuitive design for end user’s and executives. I also have experience building successful applications with Microsoft Flow and PowerApps as well as a combined seven years’ experience in Microsoft SharePoint. Office 365 and the tools it comes with are perfect for helping businesses to automate records archiving, build quick and easy mobile applications, and connect to third party data such as Google Docs simply by combining out of the box Microsoft features and a beautifully built SharePoint intranet that your employees will love.

TECHNICAL SKILLS:

• Business Connectivity Store; Custom Views; Metadata usage; SharePoint Permissions model Site Architecture; InfoPath; Workflows
• MS Office 365 Suite - SharePoint, Access, OneDrive, Excel Online, Word Online
• Tableau, SSRS, SQL Queries, HTML, CSS, Fiserv, Moxy, PHP
• Chartered Financial Analyst - Level II CFA candidate
• Budgeting and Forecasting

EXPERIENCE:

Confidential

SharePoint Architect/ Developer

Responsibilities:

• Administer hybrid Office 365 and on - premise environment
• Define architecture and build Office 365 sites to be used by team members and external users
• Design and build Workforce Development site collection
• Troubleshoot permissions issues both with Office 365 and on-premise Extranet product
• Answer Help Desk tickets

Confidential

SharePoint Architect/ Developer

Responsibilities:

• Gathered requirements for SharePoint migration from 2010 to 2013 environment using ShareGate
• Planned architecture of Host Named Site Collection with Path Based site collections at root
• Built Hostname Site Collection using PowerShell
• Rebuilt Search functionality to crawl HNSC
• Worked with Network Administrator to setup Alternate Access Mapping and add public URL zone to for external access
• Designed architecture and built Password Recovery page

Confidential

SharePoint Training Coordinator/ Developer

Responsibilities:

• Lead in depth product demos for potential customers for Infowise Solutions
• Host Bi-monthly product webinars
• Host Infowise Foundation Training for customers
• Create training enablement materials for Infowise training site
• Leverage Infowise to create dynamic forms according to customer specifications
• Solid experience in Infowise Actions and Forms

Confidential

SharePoint Business Analyst -Solutions PMO, Austin, TX

Responsibilities:

• Built KPI dashboard for leadership
• Define, create, administer and maintain Confidential Global Solutions SharePoint site architecture
• Develop custom workflow with custom content type for Engagement Management Document Library
• Worked with Engagement Management to gather requirements
• Built SharePoint Designer workflow to email employees selected in the GAL upon upload or edit of documents
• Maintain JavaScript library
• Outline Confidential Global Solutions Application Roadmap
• Developed and managed global navigation using Term Store navigation
• Design and build Organizational Headcount list and process
• Headcount Tasks list to keep track of entries
• Create Headcount pivot tables from SharePoint extract
• Design export views for Visio diagrams
• Alerts to notify onboarding
• Supported users during Office 365 integration
• Develop Custom Forms with SharePoint Designer and InfoPath
• Developed Headcount Approval Process with Microsoft Flow
• Worked with VGS VP’s to build landing pages for individual subsites
• Architect Rough Order of Magnitude Proposal Library to allow Solutions Architects to search past proposals
• Gathered requirements and compared solution with SharePoint vs Oracle Cloud
• Built around metadata filtering
• Collected and populated past proposals to specifications
• Prepared 3-minute walkthrough video and user guides
• Responsible for onboarding new employees
• Order laptop and accessories
• Set up access to applications and application accounts

Confidential

Lead SharePoint Developer/ Administrator, Austin, TX

Responsibilities:

• Led in the design and building of MPPM II Solicitation Library for TX DOT Pilot Program to allow outside vendors access to supporting RFP materials
• Worked with Information Security define requirements for MPPM Solicitation Library for Vendor Access
• Created Vendor Solicitation Library
• Defined original architecture with Microsoft Word and Excel Online
• Worked with Confidential Data to configure Confidential to allow outside user’s into environment
• Established weekly meetings to review and grade Risks and Issues
• Headed the effort to streamline contractor timesheet process
• Management of Content Types and access requests
• Create How-to documentation to be used to instruct the team on basic IT and SharePoint tasks
• Developed training session to familiarize users with metadata usage
• Managed Access requests
• Define process for recording meetings
• Record in either Webex or Camtasia and convert file type to MP3
• Created MPPM Channel in Office 365 Video Center and defined permissions
• Integrated videos in SharePoint site
• Used views to lock down personal information
• Simplified MPPM SharePoint lists and KPIs
• Utilized ‘Out of the Box’ SharePoint Approval workflow
• Added reminders to communicate to user’s when timesheet is approved/ rejected
• Built metadata terms into Term Store Management to increase search functionality
• Led redesign of SharePoint 2013 site collection
• Utilize ‘Out of the Box’ SharePoint functionality to link deliverables, action items and document libraries
• Train staff to use ‘Out of the Box’ SharePoint features such as versioning to drive project management processes
• Reduce folder use to improve search results, instead employing use of metadata and naming standards
• Deploy use of metadata tags for document sorting and filtering
• Build requirements with Project Scheduler to integrate Microsoft Project and SharePoint
• Action item lists with attached deliverables, deliverable templates
• Create view to customize lists to each viewer
• Define process for recording meetings
• Train staff on SharePoint 2013 and Office 365 features
• Created and implemented Timesheet process
• Created Vendor Solicitation Library and implemented architecture and process for outside vendors to access SharePoint

Confidential

SharePoint Developer/ Business Process Analyst, Austin, TX

Responsibilities:

• SharePoint 2010 platform development, site administration, data management and governance for general lists, document libraries, custom workflows and customized web parts
• Consult with IT Asset Management team at the Department of Veteran’s Affairs and Systems Made Simple Vendor Manager to gather and build a Customer Maintenance Portal as Enterprise Information Portal
• Use top down approach to gather requirements
• Work with Systems Made Simple Vendor Manager to identify necessary vendor information
• Gather and scrub Proof of Delivery documents of financial information
• Built and maintain comprehensive SharePoint list of all Enterprise Operations vendors since 2013
• Allows end user to look up maintenance support information for all Datacenter Operations hardware and software
• Built and taught online training for end users
• Subject Matter Expert for Data Calls for technical and non-technical teams
• Gather and scrub data from data sources from SQL database or excel file
• Dynamic query building and reporting
• Convert ad hoc reports to ongoing Single Page Application reports with SSRS
• Develop and apply effective governance for permissions according to Best Practice principles
• Build customized Access macros to import VOA and eCMS systems data into database and link to SharePoint tables
• Work with team to build ongoing documentation
• Manage SharePoint 2010 Secure Store and Access Authorization
• Implement ODBD connection system
• Lead transition of applications from PMO and EAS organization to EPMO organization
• Identify applications in organization
• Work with team to build ongoing documentation
• Led data gathering tracking applications to assets to contracts
• SharePoint development of CART/ Interpreter request form
• Gather requirements
• Build request form in SharePoint designer to notify necessary departments of request
• Requirements building and development of workflow system
• Connect to SQL data sources
• Consult with IT Asset Management team at the Department of Veteran’s Affairs to gather requirements for a Contract Tracking Tool through SharePoint 2010 Designer
• Identify data requirements and method for gathering data
• Design and construct custom and re-useable SQL Server Reporting Services reports for management to see snapshots of systems and also drilldown to underlying data

Confidential

Investment Manager/ Business Analyst, Austin, TX

Responsibilities:

• Engage compliance team to help in the design and construction of a SharePoint Cloud to enable users to view client information in SharePoint as Enterprise Information Portal
• Compile data from three different data sources into central database to import into SharePoint 2010
• Parse data into independent regional office sites and restricted permissions per compliance request
• Utilize Microsoft Access macros and SharePoint workflows to automate importing and parsing of data
• Support existing 2010 SharePoint pages, forms, services and overall farm
• Generate and ensure accuracy of statistics from multiple data sources to estimate rejects and fund flows for quarterly rebalances
• Build and maintain data queries
• Run test rebalances and generate fund flow reports
• Ensure accuracy of data
• Led the development of a SharePoint based Business Continuity Plan
• Designed a SharePoint 2010 request system to mirror Task Management Tool
• User permissions built so that other portfolio managers could not see requests
• System emailed MDS inbox when user input request
• Maintained task audit history and allowed data to be uploaded to access for quality assurance process
• Develop and apply effective governance for permissions according to Best Practice principles
• Led Task Management Tool project implementation
• Work with MDS and PSG teams to build initial business requirements
• Identify issues and upgrades, then met with technology team to determine priority and feasibility
• Manage expectations and ongoing release schedule
• Led a team of five individuals in the testing of Fiserv 6.3
• Liaise with vendor and internal parties to determine most effective use of resources
• Served as intermediary between development and trading teams
• Redesigned and documented eight investment management processes in order to increase efficiency as well as communicate our needs to partners more effectively
• Manage and trade individual trust and brokerage portfolios to predefined models ensuring:
• Timely trade execution for changes in strategy or model composition
• Close monitoring, reporting and mitigation of Risk Management issues
• In association with compliance, created SharePoint site to combine three different data sources to allow both Field and PSG team to see account level attributes
• Fiserv 6.3 migration is on schedule and will complete by End of Year 2014
• Developed Confidential that enabled users to work remotely as well as maintain a useful audit history