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STEVEN BUGGE - 619-203-7502 – steven.bugge@exceladviceinc.comQUALIFICATIONS● Well-seasoned liaison for IT, Finance, internal customers, external customers, and the data structures that holds us all together● Instructor of ‘Business Intelligence with Advanced MS Excel’ for University of California San Diego Extension Adult Learning● 17+ years’ experience of Business/Financial/Data Analysis: ETL, Metadata, Database creation, Management, Analysis, Reporting● Project management and forecasting experience with extensive research & reporting. Presentation of KPI’s to senior management● Industries include Gov-Treasury, Banking, Gov-DoD, Healthcare: Insurance-Staffing-Mental, Manufacturing & Gas & Energy● Strong leadership facilitating technical training for City of San Diego and corporate initiatives. Extracurricular via Meetup.comTECHNICAL SKILL SET● Certified Microsoft Specialist: Excel / PowerPoint / Word. Currently studying for C.F.E. (Certified Fraud Examiner) accreditation ● SQL, Tableau, PowerBI, Business Objects (BOE), Oracle, Salesforce, ArcGIS, QuickBooks, Anasazi● Programming language familiarity: VBA (10 years), SQL (4 years), DAX (3 years), M-Language (3 years) for ETL tasks● Extensive knowledge of PowerBI and MS Excel utilizing: DAX, M-Language, VBA, Macros, Solver, Goal-Seek, PowerQuery, etc. Data Model, PowerPivot, Charts, PivotCharts, Vlookup / Xlookup / Index / Match, financial / logic formulas, and more● Extensive knowledge of the entire Microsoft Office Suite: Excel, Access, Project, Visio, PowerPoint, Outlook, Word, etc.
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CeoExcel Advice, Inc. Oct 2012 - Present● Technical Capabilities: Data Visualization · Dashboard Creation · Statistical Analysis · Metric Reporting · Customized Technical Trainings · Scripting Customized Computer Codes · Design and Revamp Tracking Tools · Data Forensics · Data Cleansing and Forecasting · Researching Legislative Compliance ● Client Portfolio: CitiBank (Tableau / Data Visualization) · Fitch Training (Excel / Statistics) · Teladoc (PowerQuery / Salesforce) · Deloitte (Excel / VBA) · Marriott (VBA) · New York State Attorney General’s Office (Federal Tax Compliance) · PraxAir (VBA / Excel) · U.S. Army (Financial Modeling / Excel) · Department of Defense (XML / Excel) · eConsulting Group (PowerBI / Tableau / Excel) · Department of Homeland Security / Lutheran Social Services of the National Capital Area (MS Access / Excel) · UCSD Extension (PowerBI / Excel / Business Intelligence) · SeniorQuote (Excel) · Evari GIS (VBA)· SynergyBIS (XML / Excel) · Chesapeake Hospitality (Human Resources / Compliance / Excel) · ESW Associates (PowerBI / Excel) · Cecelia Healthcare (Excel) · Ukulele Manufacturing Group (MS Project / Excel) -
Instructor - Business Intelligence With Advanced Ms ExcelUc San Diego Extension Jan 2016 - PresentLa Jolla, Ca, UsInstructor - Business Intelligence with Advanced Microsoft Excel -
Senior Business AnalystPurisolve, Inc. Jun 2014 - Jul 2020Atlanta, Ga, Us● Review legislative business-related tax requirements and automate ETL related tasks accordingly for reporting and analysis ● Designed K-Means cluster analysis tools to identify and recommended requirements for writing codes used to flag datapoints● Designed reporting methods and recommended new/update requirements gathering to enhance productivity● Script queries for extracting data from IRS systems via SQL & BOE. Data refined in Excel and results distributed accordingly● Aggregated and reported, Housing Finance Agency data for NIBP & TCLP bond programs: Single-family & Multi-family Loans● Aggregated and reported, National Public Pension Plan data, for all US Municipalities, review Annual Required Contributions, Pension Benefit, Obligations, Pension funding shortfalls etc. Create heat maps based on Census Bureau T.I.G.E.R. data files● ACCOMPLISHED – Improved efficiency of generating IRS notices with VBA code to self-populate, thus saving taxpayer dollars -
Business System Analyst - ContractorCapital One Jul 2013 - Jan 2014Mclean, Va, Us● Exercising agile methodology and waterfall methodology in daily production of PCR, IFM, and CCR.’s● Manage all Excel databases, aggregating overall production with analysis, research & reporting of overall department production● Analyze data of PCR inflow and processing activities; confirming bank regulations and c standards are upheld and/or addressed● Audit, update and create policy & procedure documents for utilization by both internal and external parties● Audit Visio & PowerPoint presentations created by team, coaching team members on presentation skills -
Billing Analyst / Corporate TrainerAmn Healthcare Jan 2011 - Oct 2012Dallas, Tx, Us● Created and taught companywide MS Excel classes; Beginner, Formula, Pivot Table, Chart/Graph classes. Total attendees 350 +● Managed $2 million+ weekly billing, utilizing APeX, PeopleSoft, PeopleClick, Excel for internal & external vendors/customers● PowerPoint presentations to senior management on detailed maps of travel nurse industry using ArcGIS technology● ACCOMPLISHED - (Percent of Production Calculator) Invented interactive calculator that considers numerous variables to determine correct billing. Now used by numerous departments. Saving 15 minutes per invoice -
Financial Data AnalystExodus Recovery Inc May 2009 - Jul 2010● Generated reports from ‘Anasazi’ medical software used for billing, auditing, analyzing service trends● Audited all medical charts for proper billing. Found and reconciled over $10,000.00 in missed / incorrect billing● Developed customized Likert scale surveys for clients, results to be reviewed with clinicians for improved services● ACCOMPLISHED - Designed and created MS Excel databases and dashboards for management, analysis, and reporting purposes -
Cost / Staff AccountantCommunity Research Foundation Aug 2007 - May 2009San Diego, Ca, Us● Trained employees on Excel and Anasazi Medical Billing software. Provided database management creation & support● Analyzed budgets and reconciled them with reports from other departments. Utility, leasing, maintenance costs etc.● Aggregated data from 32 satellite sites used to generate company’s key monthly ‘Scope Report’ showing YTD productivity● Exercising Agile Methodology extracting data from Anasazi Software to generate important reports such as ‘Scope Report’ -
Accounts Payable ClerkPinelawn Power Operations Aug 2006 - Jun 2007● Reconciled invoices with purchase orders, updating GP MATE inventory computer software● All A/P was reviewed with 3/Way reconciliation. Information was organized before being presented to office manager● Created and distributed instructional training manuals to colleagues. Prepped conference room for staff training
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Lead Accounting TutorSuffolk County Community College Aug 2005 - Jun 2007Selden, New York, Us• Lead Tutor in Accounting, Business, Business Math, Economics, Microsoft Office, Computer Technology.• Collaborated with all tutors and students for the best scheduling and subject match.• Treasurer for the “Student Business & Accounting Club”, which is an important prerequisite of the Lead Accounting Tutor position.
Steven Bugge Skills
Steven Bugge Education Details
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Uc San Diego Extended StudiesBusiness Intelligence -
Borough Of Manhattan Community CollegeEconomics
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Northern Virginia Community CollegeGeneral
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San Diego Mesa CollegeGeographic Information Systems
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San Diego City CollegeGeographic Information Science And Cartography
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Suffolk County Community CollegeAccounting
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American University Of Rome, ItalyInternational Business
Frequently Asked Questions about Steven Bugge
What company does Steven Bugge work for?
Steven Bugge works for Excel Advice, Inc.
What is Steven Bugge's role at the current company?
Steven Bugge's current role is CEO of Excel Advice, Inc..
What is Steven Bugge's email address?
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What is Steven Bugge's direct phone number?
Steven Bugge's direct phone number is +161920*****
What schools did Steven Bugge attend?
Steven Bugge attended Uc San Diego Extended Studies, Borough Of Manhattan Community College, Northern Virginia Community College, San Diego Mesa College, San Diego City College, Suffolk County Community College, American University Of Rome, Italy.
What are some of Steven Bugge's interests?
Steven Bugge has interest in Meetup, Com/members/12947708, Www, Http.
What skills is Steven Bugge known for?
Steven Bugge has skills like Data Analysis, Training, Microsoft Excel, Microsoft Office, Peoplesoft, Business Analysis, Teamwork, Invoicing, Databases, Public Speaking, Consulting, Business Process.
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