SUMMARY

• Develop deal specific models, reports and user tools according to legal documents and clients specifications using in house systems and other supported applications for standard and routine deals.
• Troubleshoot, resolve issues client issues at all levels for moderately complex financial structures and run and/or maintain deal models on active standard or routine deals.
• Analyze moderately complex finance structures and legal documentation, including amendments.
• Develop complex Excel VBA reporting models.
• Develop complex Access VBA databases including scraping data from large legacy databases.
• Designed, developed, and implemented customized temporary tables, queries, and reports utilizing SQL, stored procedures, Crystal Reports and Excel Spreadsheets.
• Designed and developed an Access 2013 database that integrated the data extract from CDW and ePAS Data Marts in order to produce a comprehensive Excel 2013 management report that tracked policies that were automatically underwritten in 2014.
• Developed Business Intelligence (BI) Reports to be deployed by DBAs utilizing SQL, SQL Server Management Studio, DB2, DTS (comparable ETL tool) and Crystal Reports.
• Facilitated the creation of ad hoc reports that identified operational improvements by developing an MS Access 2007 database to track agency calls that were forwarded to Citizens Underwriting Department.
• Performed exploratory testing techniques, during the process of creating queries, to ensure the finished products met the business partners needs.
• Experience working with relational data model and dimensional data models in COGNOS and SAP.
• Experience working with waterfall and Agile methodologies.

PROFESSIONAL EXPERIENCE

Confidential, Jacksonville, FL

Data Analytics Analyst

Responsibilities:

• Develop deal specific models, reports and user tools according to legal documents and clients specifications using in house systems and other supported applications for standard and routine deals. Orion and IMMS legacy systems.
• Troubleshoot, resolve issues client issues at all levels for moderately complex financial structures and run and/or maintain deal models on active standard or routine deals.
• Analyze moderately complex finance structures and legal documentation, including amendments.
• Liaise directly with internal client services, business partners, clients and other third parties to resolve deal specific issues related to the deal model or the on boarding of the deal.
• Runs and maintains deal models using proprietary systems on an on - going basis for routine standard deals, including: uploading/inputting of data, analytical review for validation and/or reconcilement, investigation and resolution of discrepancies, while meeting required timelines and quality standards.
• Investigate and resolve cases raised while meeting required turnaround times and quality standards for client service/admin teams.
• Review, update, modify, and test required changes to complex financial models.
• Work closely with Client Services to interpret and identify needed changes according to document guidelines, calculations and responsibilities that are clear and within system capabilities.
• Perform quality control according to the internal procedures.
• Manage risk and ensure satisfactory audits working with my Team Leader to assist with the audit examination and the audit response process. Train and coach other team members on systems, modeling and user tools.
• Solve technical issues.
• Developed various analytical tools including:
• Excel tool that compared two workbooks for audit purposes to ensure that both workbooks matched. The original workbook contained a lot of data that was copied and pasted from external excel reports, complex calculations, complex formulas and multiple worksheets. This tool ensured that the copied version matched the original version prior to submitting to the client. Utilized Excel VBA, macros, complex formulas and calculations.
• Excel tools to track payments on various indentures utilizing VBA, macros, formulas and calculations.
• Access databases that integrated various external database systems data to form one comprehensive data source for exporting to other external payment systems utilizing VBA, Excel VBA, complex formulas, complex calculations and scraping data from legacy systems.
• Perform QA on team members microsoft access and excel tools developed.
• Perform analysis on existing models, make recommendations on ways to improve those models and then reverse engineer those models.
• Position requires that I work remotely and onsite as needed. Conduct demos and meetings remotely because team members are located in various locations across the world, i.e. Poland, UK, Europe, Ireland, New York, Houston, etc. In addition, my manager is located in New York and I work out of Jacksonville, Florida.

Confidential - Jacksonville, FL

Data Analyst

Responsibilities:

• Performed maintenance and necessary revisions to existing reports.
• Worked with Managers and report requestors to evaluate and clarify requests. Evaluate uniqueness of data, offer alternative solutions where applicable.
• Designed, developed, and implemented customized temporary tables, queries, and reports utilizing SQL, stored procedures, Crystal Reports and Microsoft Excel Spreadsheets.
• Designed, developed and implemented new Crystal Report templates.
• Interacted with the Data Base Administrator to determine and/or troubleshoot processing problems.
• Design, develop and implement stored procedures and ad hoc queries for the Call Center, Contractor Recruiting, Marketing, Contractor Management, Property & Casualty Insurance Clients, etc.
• Created, scheduled and maintained online batch report processing delivered by emails to management and clients.
• Designed, created and implemented Crystal Reports by creating connections to the SQL Server which was updated nightly from IMS/DB2 data warehouse.
• Performed exploratory testing techniques, during the process of creating queries, to ensure the finished products met the client's needs.

Confidential

IMS/DB2 data warehouse, SQL Server.

Responsibilities:

• I designed, developed and implemented new Crystal Reports in a French version from existing crystal reports and web pages. Saved Contractor Connections a substantial amount of money by not having to purchase a Microsoft Excel add on to convert the existing reports to French. Worked closely with teams in Jacksonville, Florida and Canada to ensure that their reporting requirements were met.
• For the monthly Contractor Emergency Contact Report, I recreated the report to have it automatically generated and emailed to the requestor on a weekly basis. Instead of running the stored procedure for each contractor designated to handle catastrophes by trade and state manually, I created individual stored procedures by multiple catastrophes, by state, to handle the large amount of data and scheduled it to be generated nightly. The output was output in Microsoft Excel spreadsheets.
• To eliminate duplicate reporting I grouped similar reports together and analyzed the data being reported, by each report, to determine if reports could be combined creating one version of the data being reported. If existing similar reports reported different counts, etc. I reviewed each stored procedure to determine how the data was being captured. If I found true discrepancies in the data I met with management to resolve those issues. If I found that two (2) or more reports reported similar data I met with the requestor(s) to discuss various options for combining the reports.
• For configuration management, I created network directories to store the latest version of the stored procedure and the crystal report. I developed a way to maintain and identify the previous version by saving one copy of the previous version of the stored procedure and crystal report by prefixing the old version with "old".

Confidential - Orlando, F

Data Analyst/SQL Reports Developer

Responsibilities:

• Worked with business partners to define and/or clarify new or existing reporting requirements.
• Utilized knowledge of business systems and database tools to define, extract, create complex queries as well as analyze and compile data to prepare various reports, charts or summaries for management from large datasets.
• Created SQL scripts to extract data from server data marts which in some cases where stored on the intranet for input via ODBC or Microsoft Query into Microsoft Access databases or automated Microsoft Excel report templates.
• Designed and developed an Access 2013 database that integrated the data extract from CDW and ePAS Data Marts in order to produce a comprehensive Microsoft Excel 2013 management report that tracked policies that were automatically underwritten in 2014.
• Designed and developed an Access 2013 database that automated the backend process for the Roof Project. ODBC connections were made with the TIVA Data Mart and pulled into the data from BPR to match that data up with underwriting data to create the monthly report. Access Database automatically validates data, identifies duplicate data and produces the report automatically using Microsoft Excel 2013 VBA Template. Production time reduced from 3 days to approximately 2 hours.
• Designed and developed various underwriting ad hoc reports and various automated Microsoft Excel reports that matched up underwriting details for claims related information provided by the claims department.
• Automated and optimized existing SQL standard reports which reduced the average production and validation process from one (1) week to approximately 2 days.
• Developed a standard UAT process for validating reports which reduced the UAT process from 1 - 2 days to approximately 1 - 2 hours.
• Documented work processes and procedures fully and accurately.
• Eliminated duplicate reports by creating one version of the report to satisfy the requirements of multiple departments.
• Setup a new reports repository that grouped reports by functionality to eliminate duplicate development efforts. Repository also contained updated reporting procedures.

Confidential - Jacksonville, FL

SQL Systems Tester

Responsibilities:

• Worked with System Analysts, Developers and other IT staff to test new and existing legacy, network and xml web based applications for implementation of the Obama Care Healthcare Initiative.
• Determined testing methodology to be used after reviewing system design and data mapping documents.
• Performed as Project Manager for each testing project to determine: 1) time needed to achieve desired results; 2) additional resources needed to complete testing in the required time allocated; 3) the testing approach; and 4) supporting test results documentation needed.
• Developed test plans, test cases and recorded defects utilizing Quality Center.
• Created SQL scripts to test requirements specified in the data mapping document.
• Performed data mining to extract data into temporary tables for testing criteria, when necessary.
• Perform ETL services for testing xml and flat file test data.
• Worked with developers and systems analysts in resolving defects.
• Performed regression testing to ensure accuracy of data being reported.
• Developed and executed manual SQL test scripts utilizing IBM Data Studio.
• Linked system requirements documentation to test cases utilizing IBM Requisite Pro and IBM Data Studio.
• Created and executed automated software test plans, cases and scripts to uncover, identify and document software problems and their causes. Led QA testing that:
• Prevented hundreds of thousands of dollars in erroneous charges to Florida Blue's Health Insurance System which resulted from the implementation of the Obama Care Healthcare Initiative.
• Met project deadlines on schedule and in some cases ahead of time.
• Participated in regularly scheduled meetings with the project coordinator to ensure that each tasks for each project was on schedule and to report any problems that would affect the task delivery date.
• Trained and mentored junior team members.
• Worked with and coordinated testing activities with team members locally and also in New Jersey, Virginia and Italy.

Confidential - Jacksonville, FL

Data Analyst/SQL Reports Developer

Responsibilities:

• Worked with Business Partners, Business Analysts, Database Architects, DBAs, Quality Assurance Analysts and other IT staff to design, develop and implement reports.
• Designed and Developed Business Intelligence (BI) Reports to be deployed by DBAs utilizing moderately complex stored procedures for deployment to the business intelligence environment.
• Designed and created Crystal Reports with required embedded code to facilitate BI functionality.
• Performed unit and module testing in both the test and production environments.
• Performed configuration management to ensure the latest stored procedure changes were maintained in visual source safe and/or TFS.
• Met project tasks delivery timeframes and in most instances completed project tasks ahead of time.
• Managed and prioritized multiple concurrent task assignments.
• Trained and mentored junior team members.
• Submitted employee suggestions for the creation of integrated views for the nightly batch update of the APR System which was later implemented. Integrated views reduced the number of stored procedures from 60 to approximately 30 which provided a more efficient and optimized way for producing the required daily and monthly reports.

Confidential - Tallahassee, FL

Data Analyst/SQL Reports Developer

Responsibilities:

• Worked with business partners to define and/or clarify new or existing reporting requirements.
• Utilize knowledge of business systems and database tools to define, extract, create complex queries as well as analyze and compile data to prepare various reports, charts or summaries for management.
• Created database systems design documents, user manuals and implementation guidelines that included establishing Microsoft Access 2007 database references.
• Spearheaded change and testing for database modifications and augmentations.
• Initiated security modules to hide the Microsoft Access 2007 ribbon, tables, queries, forms and modules utilizing VBA.
• Facilitated the creation of ad hoc reports that identified operational improvements by developing a Microsoft Access 2007 database to track agency calls forwarded to Citizens Underwriting Department. Microsoft Access database contained a module for producing reports automatically by the entry individual and multiple search criteria utilizing VBA.
• The Access 2007 database that tracked agency calls for the Underwriting Department was implemented throughout Citizens including Underwriting Departments located in Miami and Tallahassee.
• Performed system analysis on in-house Access 2007 Personal Lines Inspection database. Submitted recommendations to management on optimization techniques to prevent the database from continuously hanging up and dropping data. Recommendations were implemented.
• Performed troubleshooting on in-house Access databases for the various departments.

Confidential, South Carolina

Consultant

Responsibilities:

• Worked with small business owners to identify:
• Manual processes that could be automated.
• Need for a website or modifications/enhancement to an existing website.
• Designed, created and published various websites for several companies, i.e. Landscaping, Home Improvement, Property Management, and Real Estate.
• Designed, created and implemented various Microsoft Access VBA databases, i.e. Inventory Tracking, Property Management and Contact Management.
• A subsidiary of Centene Corporation, Absolute Total Care (ATC) provides full-risk managed care for Temporary Assistance to Needy Families (TANF) and Supplemental Security Income (SSI) members under the Medicaid program in South Carolina.
• Worked with business partners to define and/or clarify new database design requirements.
• Initiated security modules to hide the Microsoft Access 2007 ribbon, tables, queries, forms and modules utilizing VBA.
• Designed, developed and implemented successful integrated Microsoft Access database utilizing VBA with Microsoft Access, VBA with Microsoft Excel, VBA with Word and VBA with Outlook.
• Saved extensive labor costs, enabled data verification, produced exception reports, and mail merged data into numerous data fields on multiple mail merge documents with the development of two (2) Microsoft Access database systems that immediately processed mail merge documents for Pharmacy Denial Notices and Pharmacy Prior Authorization Notices. Manual process required three (3) Administrative Assistants. Automated system required only one (1) Administrative Assistant.
• Designed, created and implemented a Microsoft Access database that interfaced with 3rd part software to track abuse in prescription medications.
• Slashed outsourced printing costs with the production of Absolute Total Care’s Medicare and SCHIP provider directories via the creation of a Microsoft Access database that produced both directories.
• Championed a Right Fax Email Services module integration to automatically fax and merge data with minimal user interface from a Microsoft Access database.
• Corporate Offices of Centene were so impressed with Right Fax Email Services that it was later implemented at other subsidiary offices. The first implementation occurred in Florida.
• Authored comprehensive user manuals, as well as systems and design configuration.

Confidential - Blythewood, SC

Data Analyst/Access Developer (VBA)

• Responsibilities:
• Worked with business partners to define and/or clarify new reporting requirements.
• Created and developed a Microsoft Access database that produced a Microsoft Excel automated report.
• Reversed engineered a Microsoft Access database that extracted data from three (3) legacy databases and compiled data into one centralized system to produced a comprehensive automated Microsoft Excel report.
• Worked with business partners to identify reports that required optimization.
• Performed analysis on existing reports to identify those that could be optimized to reduce processing time.
• Modified existing crystal reports to include additional functionality and/or enhancements.
• Reversed engineered several reports that were developed utilizing Microsoft Excel but also interfaced with other reports that required manual input in order to produce the require 5 or 6 reports. Microsoft Access databases were created to extract data using ODBC connections and to integrate the databases so that data would be populated into the required reports automatically.

Confidential - Columbia, SC

Franchise Owner Operator

Responsibilities:

• Relocated to Columbia, SC to purchase and operate a Confidential Franchise.
• To improve franchise operations, I installed a network, created a website and developed various Microsoft Access VBA databases. Some of the technology used included: Quick Books, Generations Scheduling software, ColdFusion MX, Dreamweaver MX, HTML, DHTML, XHTML, JavaScript, Photoshop, Adobe Acrobat, CSS, SQL and UNIX web servers.
• Designed and developed a Microsoft Access database that interfaced with a legacy system to produce the company intranet departmental manual.
• Designed and developed SQL Server databases with automatic interface capabilities with the HR Legacy COBOL System.
• Designed and developed Microsoft Access databases for use by attorneys in their litigations both inside and outside the court room.
• Designed and developed Microsoft Access databases for use by departments for tracking various data.
• and developed web based applications.
• Designed, developed, implemented and printed copies of the company's departmental manual utilizing Microsoft Access VBA.
• Re-engineered the Microsoft Access VBA version of the company's departmental manual into a web based application that interfaced with the legacy HR system. Web based application included the capability to update the back end SQL server database and to print the directory from the intranet.
• Project Manager for companywide development of all Microsoft Access databases used by the attorneys in their litigation cases both inside and outside the court room.
• Worked with the network engineers in implementing newer versions of Microsoft Access. Solely responsible for ensuring that each implementation was carried out for entire departments to ensure accessibility of data.

TECHNICAL SKILLS

• Microsoft Excel Formulas
• Microsoft Excel Macros
• Microsoft Excel VBA
• Microsoft Access SQL
• Microsoft Access Macros
• Microsoft Access VBA
• Microsoft Word SQL
• Microsoft Word Macros
• Microsoft Word VBA
• SQL Server
• SQL Server Management Studio Data Transformation Services (DTS)
• IMS/DB2
• SQL Queries
• SQL Stored Procedures
• SQL Ad Hoc Queries
• COGNOS 8 & 10
• SAP
• Open Scape Manager
• Advanced Query Tool (AQT)
• ODBC
• ADO
• QMP (Query Tool)
• Visual Studio Team Foundation Server 2012 (TFS)
• Visual Source Safe
• HP Quality Center
• IBM Data Studio
• IBM Requisite Pro
• PowerPoint Design
• Microsoft Visio
• Microsoft Project Manager
• SharePoint Design
• Image Right (BPR)
• Crystal Reports
• HTML
• JavaScript
• Dreamweaver MX
• CSS
• vbScript