Financial Analyst Resume Profile
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skills:
- Microsoft Access Work has required form development, extensive use of all types of Access queries, creation of user-defined reports, solving multi-user issues, the use of the Access relational database model, the Access security model, and the development of a VBA code library of functions, sub-routines, and class modules.
- Microsoft Excel Extensive knowledge of the Excel Object Model and VBA programming elements.
- SQL Server Have experience developing with SQL Server 6.5, 2005, and 2008. Work has included creating stored procedures, relational database design and query development.
- DB2/AS400 SQL Extensive knowledge of DB2 query/table design and database implementation.
- Oracle/Toad Worked with Oracle 10g and Toad for 1 year.
- SSIS .NET Have knowledge of Microsoft's data integration tool.
- VB 6 3 years experience in programming with this language.
- Crystal Reports Integrated Crystal Reports into a VB6 application.
- JDEdwards Used JDEdwards to pass data from JDEdwards to SQL Server, Access and Excel.
- BAI Have extensive knowledge of how to download bank files.
- Web Experience with HTML, CSS and JavaScript.
PROFESSIONAL EXPERIENCE:
Confidential
VBA/ SQL Server Solutions Architect-MS Access Developer
- Developed a quality assurance database which allows thousands of medical charts to be coded by up to 30 auditors. The key considerations for this program were sound interface design which was both intuitive and free of potential errors. Developed SQL Server stored procedures that facilitated this end and also were easy to debug and maintain in a somewhat limited environment no admin rights .
- Created a matching system for matching hospital admits to a chase file. The approach used involved creating a file management and tracking system. This system assured easy audit trails and controls.
- Developed programs designed to check the work for errors for hundreds of users analyzing thousands of spreadsheets.
Confidential
MS Access Developer/Database Analyst to Business Operations Team
- Put together an application to track and organize emails. This included extracting counts from emails and logging this information into a database.
- Developed application to track mail using the TreeView ActiveX Control.
- Redesigned a data entry application for inputting customer payments and, then, created an export file to be uploaded into an Oracle database for processing.
- Designed ETL process to feed Cognos data to a DB and then output to a spreadsheet.
- Troubleshooted automated PDF printing problem by implementing a DDE solution.
Confidential
VBA/ SQL/ MS Access-Excel Developer to Treasury and Accounting
- Created a dashboard report in Excel for company management to summarize Treasury functions. Used Access to get the data and push it down to Excel.
- Helped implement Trintech reconciliation software.
- Evaluated and recommended the implementation of SQL Server 2008 for POS reconciliation for the Treasury Department. Used SSIS to facilitate moving data from the previous Microsoft Access based system to a fully functional SQL Server solution.
- Created a system to track NSFs, matching them to the bank and the POS.
- Utilized Microsoft Access to match all credit card detail transactions for the company to the bank and the POS the credit card transactions are in the millions per year and typically consist of over 100,000 transactions per month.
- Redesigned BAI import process, importing bank data, using MS Access.
- Created a custom data backup program for the Treasury Department.
- Created and streamlined the GL assignment process for up to 38 companies. The GL entries are monitored and created through an intuitive user interface that allows users to drill up or down to show everything, show just one company, or show just one account under one company. This interface pulled together transaction, balance, and GL data.
Confidential
Owner/ Trading Operations/ MS Access Developer
- Helbling Trading was an entrepreneurial endeavor on the part of my wife and me to create a business based on trading stocks. The foundation for it was laid during an Independent Study completed during spring 2003 at MTSU. During that time, a testing methodology was constructed using an Access Database and the work culminated in a paper titled Precious Metals Stocks: High Volatility and Emotion a Road to Wealth From this, a trading system was developed and funding was obtained.
- Highly profitable returns compared to the market.
- Involved using VB to scan the internet for price change information and using this to decide portfolio allocation based on my own proprietary trading methodology.
Confidential
Senior Systems Analyst
- Developed VB6 programs to interact with machines used for testing in the labs.
- Used Crystal Reports, VB6 and MS Access to develop a reporting mechanism to report tire-balancing data for the plant. Improved the process to allow the end user to directly edit the data for reporting purposes.
- Provided support for warehouse inventory system that used a combination of SQL Server 6.5, VB6, Visual C , Crystal Reports, and FactoryLinks.
Confidential
SQL/ Visual Basic Analyst
- Developed the database structure for a new pricing methodology for their retail stores. The new pricing needed to automatically update pricing based on how well product is moving and if costs changed. It also needed to accommodate hard-coded pricing. The solution involved the use of SQL triggers and stored procedures to handle and monitor the data flow. The solution was required to prevent having to keep track of desired price changes manually and to keep a historical record.
- Created a database to accumulate employee punch data from 3 different systems. These 3 different systems were an AS400, a retail sales system called CounterWorks, and an Excel spreadsheet.
- Created reports for senior management using data from a SQL Server database.
- Improved processes to accumulate data from AS400 and CounterWorks, a retail inventory system, into a SQL Server based data warehousing system.
- Designed a data entry form in VB6 to accumulate delivery data for truck runs made between our warehouses and our independent jobbers.
- Part of team to upgrade SQL Server 6.5 to 7.
Confidential
Financial Analyst
- Successfully rendered data from proprietary system tables. Managed downloads and analyzed data in Access and provided its use to the management team. This task was accomplished by consulting fellow employees, writing DB2 SQL, and creating data conversion functions using VBA.
- Spearheaded a project to find transactions in our claims system that should have been voided but were not. Solving this problem required complex testing of data in our claims system. Identified all outstanding checks and created a report that was used to clean up the inaccurate information.
- Created a database designed to track the insurance business for an acquisition. The database was to track renewals, new business, payments and endorsements.
- Built and maintained a database that brought in and analyzed bank data for 7 users. This database became the foundation for all work performed in the treasury department, from GL entries to POS reconciliation. The reconciliation functions were used to monitor the deposits of up to 500 business units and significantly helped with the detection of employee theft.
