Below listed tools, applications and systems have been used during my professional careeer, my graduate school program, certification programs and during my various continous education modes. MS Excel (1995-365) – Advanced power user/developer with VBA (Industry) Power BI, Power Query and Power Pivot with DAX (industry) SAP/HANNA 7 Master Data financials and supply chain modules (Industry) SSIS packages of SQL Server 2012 for ETL processing (Industry) MS Access Reports (2003-365, Forms, SQL, VBA Data Modeling (Industry) Hyperion 7X Essbase Solutions – BI Tool (Industry) Tableau Professional Ver. 7.0 (Industry) SAS 9.0 with Enterprise Guide 4.0 (Training/Industry) Business Objects Versions 6.5 Crystal Reports 11 (Training/Industry) Oracle 8i –Certification Training, Oracle 11g with Toad & PL/SQL (Training/Industry) SPSS Statistical package (Graduate School) TSP – Time Series Analysis Processor (Graduate School) GB STAT (Graduate School) PeopleSoft (Industry) People Tools SQL modules Cognos Impromptu and PowerPlay (Industry) Microsoft PowerBI (Industry) Alteryx BI Data Management Software (Industry) MS Excel Power Pivot and Power Query with DAX code (industry) MS Flow - Power Automate (self training) DBVisualizer (Database SQL navigation tool) (Industry) DBeaver (Database SQL navigation tool) (Industry) CA Agile Central / Rally (Industry) MS Visio (Industry) TSF (Team Foundation Server of SQL Server) (Industry) Teradata Database (Industry) Teradata SQL Assistant (Industry) ALM - Application Lifecycle Management (Industry) JIRA - Defect, backlog and IT project status management (Industry) Oracle 19 SQL Developer (Industry) MySQL (self trained) Power Builder (classroom training) Visual Basic - Stand Alone (classroom training)
What I bring to the table is comprised of synergies between business and technology skills and experience. This combination drives value add for those who consume information obtained from comprehensive and complex analytical processes. My career path has provided me countless valuable lessons and opportunities to develop skills and expertise working with suite of professionals in technology and business executives in finance, sales, marketing, IT, project management along with product owners, developers, data modelers, data architects, operations managers and analysts. I can communicate verbally and in writing per corporate professional standards and am a highly organized, self driven and self motivated individual. I can focus where needed without waiting for directions, comfortable working with executive leadership team, fluent with presentations. I am not hesitant of delving into new technologies, methodologies and tools and am a successful team member for effective collaborations.
In this section I provide samples regarding what I have accomplished and what I can do going forward using Excel in data analytics space. I hope for the potential hiring manager this section carries sufficient amount of information to form a general idea about my skills level in utilizing Excel dealing with complex data problems. EXCEL IN THE AGE OF ARTIFICIAL INTELLIGENCE: Popular arguments challenging the role of Excel: AI can analyze data better than Excel: It is remarkable how AI tools like ChatGPT / CoPilot can understand and analyze data. What feels like hours of work with Excel can often take just a few clicks and seconds with a prompt. Po wer BI / Python / Tableau >>> Excel: Specifically for data analysis work, it seems a tool like Power BI (or Python or Tableau) is better suited and performant. Excel is not a worthy skill: We can argue that Excel is not a skill that ranks highly on job market, especially compared to buzzwords like AI, Agents, LLMs, Python or Power BI. The actual role of Excel compunded with the assistance of AI: Real work happens with spreadsheets: Say what you want about Excel. If you just walk in to any random office anywhere in the world, you will find someone looking at a spreadsheet. People, 100s of millions of them use Excel everyday to do all sorts of things. We are in a AI bubble: The first rule of bubble is we talk about the bubble alone. In a way, its like anti-fight-club. So that is why your LinkedIn feed is full of AI Bros chest-thumping about their latest 93 step agent automating a 300 day process to 4 seconds. As Warren Buffet famously said, "only when the tide goes out do you discover who's been swimming naked". So don't just Shift-Delete the spreadsheets yet. Let the bubble pop. Excel is deceptively easy but awesomely powerful: Despite appearing too simple, Excel is anything but simple. It has the same capabilities as Power BI when it comes to data processing. It has the same depth as Python for programmability. Heck, newer versions of Excel even have Python in them. Excel can make just as beautiful graphs as Tableau. Excel is just a tool: What you do with it matters more than what it is. So don't mistakenly think AI or BI or some other newfangled thingamajig is going to solve your problems. You still need to do, act, persuade, deliver and debate. Conclusion: Excel is not any different from any other technology, application or tool for IT tasks, projects or endevours where it can be augmented significantly by the help of ChatGPT or any other AI agent, LLMs etc. No matter how one looks at it AI is coming extremely handy and useful to increase the productivity of the analyst thru augmentation and most certainly this is far from eliminating the role and functioanlity of the analyst where domain expertise is the absolute initial requirement brought to the table by the experienced data analyst. EXCEL PROJECTS DELIVERED (by company): Santander Bank Created one comprehensive inventory of book of controls for all seven banks entities with their rule fail/pass status and all related metrics, metadata and KDEs. This Excel file was built and controlled by VLOOKUP logic controlled by nested IF THEN statements and overall data flow was also controlled by VBA procedures and functions. Wells Fargo (Consumer remediation contract) Developed an Excel based tool to be utilized for accuracy checking to be performed on team members' production for reporting purposes. This tool was heavily relied on VBA functionality and it was subjected to a rigorous policy check for compliance before it was approved to be used in the department as officially accepted process. BASF Construction Cheemical Solutions BIT aplication (Excel component) - This tool was designed using input from SAP staged and stored in Access database files and text files and fed into the Excel Power Pivots and Power BI model built on DAX functions for sales team to track their performance. Wells Fargo (Wealth Management / Trust Services) System testing scheduling tool for the testing team to track weekly UAT and SIT testing activities.Reviewed, improved and streamlind an automated reporting tool interacting with SQL Server data sets and posting them to SharePoint in support of wide range of audience as an input for multiple reporting needs. MHFA (Minnesota Housing Finance Agency) Developed custom tool in Excel working with Access to gather incoming data sets from the field and feed housing financing database to track the program status. Prime Therapeutics Maintained and improved the existing tool tracking activities for quality control and management for the online prescription delivery. It was interacting with the monthly quality reporting system via VBA based structure. UHG/Optum (Care Solutions) Developed a reporting dashboard for the senior leadership team. This tool was interacting with Access database files via ODBC and Excel query functions via pivots and VBA routines to update the dashboard. GMAC-RFC (currently dba Ally Financial) Developed pivot based reporting system which was producing 300 pages long performance reports tracking the activites in asset based investements in the mortgage investment area. NCR (National Car Rental) Created a tool in support of Access based system feeding the OROS ABC (activity based accounting) software to monitor and analyze the financial data and tying it directly to individual car rental activities using unit based metrics. Sample Excel problems I resolved in VBA/DAX/Power Query/Power Pivot/MS Power Automate: Power query updates for Power BI graphsBatch process runs via Windows scheduler of a macroAutomation of Excel routines beyond macros w/power automateRunning SQL in VBA against any dessired databaseIncorporating python function into Excel Dynamic print range determinationCalling subroutine from a different filePopulating List boxes and Combo boxes on user formsVLOOKUP on multiple columns and tabs with nested IF formulasLinking checkbox to a formulaRetrieve data from Access into ExcelOutlook email from within Excel with data fileCreating a range objectUsing input box to populate arguments in a formulaLOOKUP with conditionArray formulas to update the entire range all at onceCreate a list of folders and files on a spreadsheetImport/Export large delimited fileHow to recognize string variable in an arrayExtracting Word info into ExcelSeveral workbooks into one summaryRun SQL statement in VBA moduleChanging query referencesUser defined functions for custom operations
My work with Microsoft Access has been typically geared towards the BI reporting environment. In this capacity I created Access databases with functionalities helping leadership teams to track the key business indicators. These tools were used to track product, asset or sales performance, operational and financial status for mid level and executive managers via scorecards, benchmark reports and overall compliance status of the operations and transactions. Below cases describe the nature of this work in more detailed manner. Santander BankThe purpose of database was to generate extract files to feed status check reports for cust_ids that were failing one or more rules in the process. For 182 rules Access file was linked to 150 source tables in CSV format storing tens of millions of records showing cust_ids as valid or invalid for their rule compliance status. All database objects like queries, macros and tables were controlled by VBA sub routines and functions and user was able to update tables and generate extract files in Excel format from Access form via buttons. Data was onboarded to Access database from downloaded and linked CSV files located on SharePoint. US BankPPP (Payment Protection Plan) tracking application to measure bankers' cross sale performance to base bonus calculations for each quarterly marketing campaign period. Based on the status reports at the end of each quarter bank was paying those bankers within the system participating in cross sales their bonuses. Each campaign paramerts were being different Access reporting structure was subject to modifications accordingly. GMAC-RFCApplication to measure and track monthly mortgage servicer performance which was submitted to the senior leadership team. Access was linked to large databases like Oracle and SQL Server and queries were attached to Excel pivot tables. Access file was running for updates as a batch process at night via Windows scheduler and updating the source data for Excel pivots and next daya the analyst was able to refresh the pivot on his/her desktopn to obtain the updated results. BASFBIT (Business Intelligence Tool - Access component) application to process SAP data and to provide dynamic reporting solutions for sales team members, regional and district sales managers. BASFExisting pricing engine database application was modified and improved to support and capture the new pricing structure and reflect the individual pricing levels to communicate individualized letters to each customer for contract term updates. AmeripriseNet cash flow tracking application database was built to create SQL statements which were handed off to SAS team for their conversion to SAS processes for the entire database. OptumHealth Care Solutions:Access based application was built to support xxecutive BI reporting system in Excel and Tableau summarizing financial, operational, claims and HR activities on a monthly basis. Wells Fargo Bank/Trust ServicesTo facilitate and support the scheduled activities as part of a very large data migration project Access based scheduler application was developed and deployed. Minnesota Housing Finance Agency (MHFA)Access based reporting application for the business users to track program delivery status administered by the state housing agency with their compliance status, performance levels in terms of establioshed goals and quotas. Express ScriptsTool to facilitate a detective analysis to identify certain types of transactions and tracing them to find patterns. National Car Rental (NCR)Access application was built to support ABC (activity based cost) unit cost model; calculations and quarterly marketing campaigns.
Well versed and experienced in SQL statements, scripts and data modeling work that requiers a crystal clear understanding of the core business problem and representing that in tables on a relational database framework. I can use SQL scripts in MS Access, Oracle, SQL Server, Teradata, MYSQL, DBeaver databases and as part of the SAS or VBA code blocks. Below are work sample descriptions from various companies: Wells Fargo (Data Resiliency contract)As part of the recovery and business continuity initiative worked closely with database and application DBAs and developers to assess and improve processes to ensure database application functinality and availability in case of system crashes to ensure that users are not impacted or minimally impacted. Optum (UHG) | Target Supply Chain | Wells Fargo Wholesale Banking | Wells Fargo Compliance/Financial CrimesAt these companies I used various database management tools to write SQL statements against large databases such as Teradata, Oracle, DB2, SQL Server. Worked with tools such as AQT (Advance Query Tool), Oracle Toad, DB Visualizer, DBeaver and Teradata SQL Assistant to write SQL scripts. UHG ITI used SSIS packages to store SQL scripts and ran against Oracle tables at UHG IT to update tables stored in Oracle whihc provided data sets feeding tables running on client web sites. BASFControlled SQL statements in Excel macros embedded in VBA running against external data sources such as SAP master data. Utilized DAX code which is the native code for Excel Power Pivots and Power Query. Used Power Pivots as an add on in Excel connecting to any external data source via ODBC and running from within macro statements stored in VBA modules. Developed Excel and Access based business intelligence tool for the sales and financial managers. Wells Fargo Trust ServicesGenerated weekly reports by modifying and running SQL scripts from SQL Server database, modified and maintained the code as needed. Wrote SQL test queries as part of UAT testing project for various migration projects. Modified Excel based automated reporting process based on VBA functions and procedures. Wells Fargo ComplianceFinancial Crime Data ServicesTeradata database and SQL assistant to interact with very large data sets. Built Excel based UAT scheduling tool to manage general testing activities. Created embedded SQL statements in VBA modules in Access/Excel that were running based on user action or certain database actions to maintaining data integrity. Built database user functions triggering stored queries that are activated by certain user actions. MercerOutbound Data Configuration/SQL WorkRan PL/SQL statements on UI to update and modify backend Oracle tables. Reviewed and prepared SQL blocks based on client file requirements.
To illustrate some of my personal Power BI files I added this page. Since sharing the actual work files would not be permissiable here I decided to provide a few personal samples. The underlying data sets of these visuals are from my contracting job history details in Excel encompassing analysis period of the last 12 years. In their native environment these are all drillable graphics based on further manipulated data via DAX functions to the lowest detail. They were placed here as image files which can be enlarged.
