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Consultant Resume Profile


Professional Summary

  • Expert-level experience writing VBA-Excel Macros
  • Manage SQL and Access database queries
  • Control of multi-source databases andlinking
  • Extensive practice creating Risk Management reports
  • Responsible for developing Excel-based Tools
  • Designof controls and implementation of new technologies
  • Efficient automation of reporting routines
  • Able to create multi-sourcedreports for economic analysis
  • Insightful analysis of markets and economic trends

Work Summary



  • Managea Reinsurance Calculator through SQL and Visual Studio
  • Provide tailored reports to Finance through SQL extracts
  • Perform Economic Research on Insurance industry trends
  • Design SQLqueries for quarterly reporting extracts
  • Reconcile multi-source data across businesses and regions


Consultant Schramm Marketing Group / Memorial Sloan-Kettering /Prep School

  • Participate in time-sensitive marketingcampaigns
  • Streamlineanalysis of markets and clients
  • Improve data extraction through SQL script
  • Integrate functions across multiple databases
  • Resolve reporting issues through VBA and SQL code
  • Create applicationfor dynamic analysis ofmultiple Hedge Funds
  • Perform analysis of markets and economic trends



  • Repaireddata-extraction errors that had paralyzedanalysis of Global Wealth Management mortgage book for over three months one week after my start-date
  • Actively managed technologyupgrades and enhancement todata feeds
  • Managed projectsdesigned to automate reporting of market risks, profit drivers and risk profiles
  • Performed Stress Testsonloans and deposits
  • Resolved 50 billion discrepancy in Private Bank customer loans
  • Maintained and updated risklimits for optimal liquidity risk and loan funding
  • Participated in a Cash Capital study to improve Capital Ratios
  • Communicated with traders on liquiditymanagement issues for outstanding contracts
  • Produced daily risk reportsfor an audience of 50 riskmanagers
  • Analysis included yield curve and economic forecasts data was stored across several globalplatforms
  • Provided daily and weekly IRE analysis oncustomer deposits 90 billion , mortgages 28 billion and loans 42 billion
  • Minimized reporting time to less than five percent of previous manual operations
  • VBA and SQLprogrammer for entire Private Bank risk management department
  • Active monitoring of interest rate exposure against limits set by management
  • Daily analysis ofswaps executed by funding desk
  • Programmeddaily reporting and analysis ofstudent loans:reporting time was reduced from 5 hours to 5 minutes


  • Access, APL, CALM, MS Office, QRM, SQL, Summit, VBA Visual Studio
  • Complete fluency in French and Spanish

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