JP Morgan Chase & Co., New York, NY
Senior Excel VBA Developer | 07/1999 – 05/2005
Transactor Comps (TRComps) is an
Oracle database-driven client-server application which tracks both JPMorgan-led and market deals. It enables
users to
compare syndicated loan, high yield bond, credit default swap
and secondary loan pricing information & to perform relative value
calculations as needed.
- I was hired to develop Deal Sheets. Designed, developed and coded comprehensive
deal sheet reporting engine to generate reports for multiple industry groups for
both leveraged and investment grade deals.
Work Sample...
A deal sheet is a multi-page, template-driven Excel report involving serious complexity
(300-400 datapoints per deal) which summarizes transactions among
multiple financial institutions to structure a syndicated multi-billion
dollar loan package. The image below is not from a form populated by Excel; it is a screenshot of an actual Excel worksheet (datapoints changed to protect client confidentiality).
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Provided the Excel VBA and Postscript coding/logic to the
team which created a PDF Assembler reusable component to generate a user
selected package of deal sheets in read-only PDF format, with a
bookmarks hierarchy organized by deal structure.
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Provided Excel VBA and XML coding to the team
which created a background, asynchronous Email notification alert utility
using SMTP to automatically send a deal summary image, Excel attachment
and Blackberry formatted text Email to both the Deal Team and the
Capital Markets Group when deal parameters were changed/updated in the
Oracle database.
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Extended advanced printing functionality beyond Excel fit to
page; generally analyzed and provided functionality extensions as needed
beyond the usual limitations built into Excel.
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Debugged and polished existing code base for sales reports
and added new features.
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Established and implemented visual standards for (TRComps)
Excel reports.
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Mentored colleagues in advanced VBA, Excel and research
techniques.
Chase Manhattan Bank, New York, NY
Senior Excel Consultant Desktop Y2K Remediation Team | 04/1999 – 06/1999
Diagnosed and repaired unsuspected software vulnerabilities in existing
critical automated spreadsheet structures on which the bank relied
heavily. Developed / validated new logic to replace fatally flawed 2
digit year data behind formula-driven date lookup tables. Integrated
replacement logic structures into data stream of custom Excel software.
Pepsi-Cola Corporation, Somers, NY
Excel Report Programmer | 01/1998 – 11/1998
Designed and developed user interface and production programming of
Excel templates and executive dashboards
- Can and Bottle Lines Efficiency Score Card
When the manager responsible for this tool provided its requirements -- to rank productivity of
all North American Can and Bottling Plant locations by production line efficiency -- to Pepsi’s Information Technology department, he was told that it could not be done. I developed a proprietary back-end processing tool and scorecard template, using Excel VBA. This tool takes data from every Pepsi can and bottling plant in North America. It then interprets that data in terms of plant efficiency and produces a single-page color-coded ranking from best-to-worst among the production numbers of all plants. This mission-critical report, which heretofore could not be generated at all, is now automatically compiled 13 times per year at the push of a button.
Work Sample...
Still in use today, these scorecards are distributed to every plant after every period. Rankings among these green, yellow and red formatted columns are variable by performance for each period and provide competitive incentives for each plant manager to "get to the green". The image below is a screenshot of an actual Excel worksheet (datapoints changed to protect client confidentiality).
- Warehouse Analysis Dashboard
Pepsi-Cola senior logistics
management required a reliable, interactive, user-friendly computer tool
to track the impact of headquarters-led improvement initiatives in its
warehouse productivity efforts. Across six months of close
collaboration with the Manager of Logistics Programs, I developed an
Essbase-enabled power tool to empower this headquarters team.
Work Sample...
This tool synthesizes detailed productivity, labor cost and overtime
information on each of 340 locations. From these derived results, the
dashboard then produces two-year trend graphs on 6 productivity
indicators (versus volume) and computes multiple indices to plan, prior
year performance and cost per unit. The image below is a screenshot of an actual Excel worksheet
(datapoints changed to protect client confidentiality).
Witco Corporation, Greenwich, CT
Office Automation Developer 06/1997 – 12/1997
Designed and automated spreadsheet and database logic to facilitate analysis of mainframe-derived data in Excel and Access.
- Integrated pricing book for Witco Performance Chemicals Division (2,500 products).
Witco Worldwide employee database (devised unique global headcount code to query business unit, department and country for summary reports from 40 countries).
EDUCATION
Master of Arts in Teaching, Yale University, New Haven, Connecticut
Bachelor of Arts, Brandeis University, Waltham, Massachusetts