SUMMARY

• Excel & Access VBA Developer with experience in IT, Finance and Insurance for over 7 years
• Excellent understanding of real - world financial markets and technology systems
• Experienced working with executive management, technical architects and business end-users working through change management and new technology deployments.
• Experience in integrating Excel/Access application with External Databases, outlook, import and export data files using import, export features. Expert in retrieving data from various databases using Active X Data Object.
• Excellent knowledge of financial market instruments like Derivative Instruments, Options, Futures, Forwards and Swaps, Alternative Investments, Equities, Fixed Income Securities, Hedge Funds, Real Estate, Future and Present Value Analysis, Commodities and Foreign Exchange
• Solid background in table/query design, report design, and automation of financial tools utilizing VBA modules and Macros.
• Proficient in understanding financial analysis and managerial requirements and creating Modules and Macros with Excel VBA in different business environments.
• Proficient in handling errors, debugging, troubleshooting and validation of user data.
• Experienced in data migration, automation of report generation also 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 TAX (turbotax), EGT/ESS (compression and normalization of existing database), XML, MDB, ORA etc.
• Excellent experience in the areas of Design, Analysis and Development of Software Applications using Access and Excel VBA.
• Efficient and experienced in converting requirements to technical specifications, developing solutions, documentation, providing application support and train users.
• Extensive experience in developing, maintaining and testing, class modules using MS Access using Sybase SQL
• 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 SKILLS

• MS Excel 2000/2003/2007/2010
• VBA
• MS Access 2000/2003/20072010
• VB4/5/6
• HTML5
• CSS
• MVC
• Visual C#
• Visual Basic
• Transact-SQL
• Bloomberg & Reuters API
• E-Views and Yield book
• SQL Server2005/2008 and Crystal Reports 8.5/ 11.Sybase SQL

PROFESSIONAL EXPERIENCE

Confidential - Lincoln Park, NJ

Excel/Access VBA Developer

Responsibilities:

• 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.
• Identified entities and attributes and created Conceptual, Logical and Physical data models.
• 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.

Confidential - Loretta, MN

VBA Developer

Responsibilities:

• Generated automatic graphical financial reports using Excel Graphics and VBA.
• Linked graphical objects and templates to excel and Access reports using XLA technology.
• Generated project/training related weekly Excel sheets report using Visual Basic.
• Generated Excel and Access Macros for the automation of Donor related Reports.
• Created Front end screens with user validations in Visual Basic,Excel.
• Worked on Pivot tables for the summarized reports of Excel and Access data.
• Normalized the data into different normalized forms using ERwin and generated tables, views, synonyms and sequences in Access.
• Automatically connected excel sheets to multiple data sources with XLA technology.
• Created COM components in Excel VBA front end for linked tables and faster retrieval of data.
• Created MS Access and Excel Front end to load local data into XML using MS Excel macros.
• Worked on Transportation of large amount of data from Excel flat files into SQL Server.

Confidential - Des Moines, IA

Financial Analyst/ Excel/Access VBA Developer

Responsibilities:

• Developed ExcelVBAtools using Bloomberg API data for international equity traders to monitor pre-trade and post-trade Counterparty Risk
• Developed Pre-trade and Post-trade correlation analysis toolsfor International Equity Portfolio Managers and traders using ExcelVBAand Bloomberg API
• DevelopedValuationtools forilliquidInternational EquityPortfolio Positions andfor traders and Portfolio Managers
• Identified and Analyzed the alpha for PortfolioManagers(impact of sector allocations, countries, etc) of International Equity, Global Equity, US and Fixed Income Portfolios
• Successfully provided analyticalExcelVBAtoolsto Portfolio managers and Analysts to manage risk via optimal portfolio construction
• DeliveredEx-Ante Risk Reports based on Northfield Global and US EquityMultifactorRiskModelsfor Portfolio Managersusing ExcelVBA
• GeneratedExcelVBAPerformance/Risk Exposure reports for Portfolio/Senior Managers
• Analyzed the impact of Sector Risk on Peer Rankings of various Portfolios
• Perform Performance Analysis of various portfolios and developtoolsfor investment decisions based on risk return trade offs (e.g. Sharpe, Information Ratios, etc)
• Generated Performance and Risk Exposure reports for Senior Management
• Automated andOptimized Portfolio Characteristics
• Analyzed and ResolvedHistoric Performance issues of pooled investment vehicles
• Analyzed historical and Implied Volatility of Index basket for Volatility trade
• Analyze and Monitor Currency Correlation Analysis for Cross Hedging
• Analyzed Beta for Hedge fund

Confidential - Cincinnati, OH

Excel/Access VBA Develop

Responsibilities:

• Designed and developed user friendly interfaces with user validations using Access VBA.
• Developed data validation scheme to ensure that necessary data is entered for customers.
• Created Access tables, linked tables from Excel as source.
• Reports generated were the result of output options selected on various forms.
• Wrote Macros to delete the data in the worksheet and updating data.
• Wrote VBA code and automated to create reports in excel by retrieving data Oracle, SAS.
• Worked closely with internal users to gather requirements regarding the GUI’s, metrics of the report, calculations and style of the report.
• Authored SQL queries and wrote scripts using VBA to perform calculations, generate trends, and dashboards to analyze keeping performance in mind.
• Wrote PL/SQL stored procedures for extracting as well as writing data.
• Created joins and sub-queries for complex queries involving multiple tables and views.
• Provided features to end users to make different selections through various controls.
• Wrote code to make all these controls work for different selections made by the user.
• Created Customized report layout and enhanced functionality using VBA.
• Redesigned and modified existing program logic to improve overall system performance.
• Monitored the performance of the portfolio management tool.
• Extensively used pivot tables & dashboards to create customized reports and visualization.
• Worked with QA to check the output on the reports, troubleshooting, debugging and functionality of the tool.
• Followed SDLC procedure throughout the tool and reports development.
• Supported the users and trained them on the tool, reports and GUI’s.
• Created prototypes and managed change requests received from the users.
• Created requirement details documentation, user guide, technical documentation of the tool and all the reports and followed naming convention in coding, wrote comments to read and maintain

Confidential - Quincy, CA

Excel/Access VBA Develop

Responsibilities:

• Created Front end screens with user validations in Visual Basic,Excel.
• Generated loan related weekly Excel sheets report using Visual Basic.
• Generated Excel and Access Macros for the automation of Donor related Reports.
• Worked on Pivot tables for the summarized reports of Excel and Access data.
• Normalized the data into different normalized forms using ERWIN and generated tables, views, synonyms and sequences in Oracle, Access.
• Generated automatic graphical financial reports using Excel Graphics and VBA.
• Linked graphical objects and templates to excel and Access reports using XLA technology.
• Automatically connected excel sheets to multiple data sources with XLA technology.
• Created COM components in Excel VBA front end for linked tables and faster retrieval of data.
• Created MS Access and Excel Front end to load local data into XML using MS Excel macros.
• Worked on Transportation of large amount of data from Excel flat files into Oracle.

Confidential - Olympic Valley, CA

Financial Analyst/Excel/Access VBA Develop

Responsibilities:

• Created Front end screens with user validations in Visual Basic,Excel.
• Collected Data for customers and vendors into text files using custom written program
• Designed and developed database tables and forms in MS Access
• Developed modules to export the data from access and central database to excel for creating charts and graphs
• Generated audit reports to track errors
• Generated rooms related weekly Excel sheets report using Visual Basic.
• Developed modules to archive data in the database
• Developed queries and macros for reporting needs
• Performed what-if analysis for internal and external reporting on budget and actual figures
• Implemented various automated financial functions through VBA
• Worked on Pivot tables for the summarized reports of Excel and Access data.
• Generated automatic graphical financial reports using Excel Graphics and VBA.