Led the Performance Reporting and Analytics team for the Wealth Management Americas business. Supported multiple senior leaders with varying investment strategies, designing a wide array of data and insight visualization tools, and reporting to allow for improved decision support for portfolio managers. Acted as dedicated liaison between technology and business stakeholders at all levels to improve the quality and delivery of custom reports across branches Utilized Microsoft SQL/Access VBA and Tableau dashboards. Managed an onshore and offshore staff of 3-5 FTE.• Developed client aggregated monthly and quarterly performance reporting. Extracted data from multiple SQL and Oracle data sources and improved delivery time by 40%. Calculated realized and unrealized P&L performance monthly and quarterly.• Designed data audit and reconciliation protocols to support month-end and quarter-end performance valuation processes. Built a Microsoft Access database with VBA and eliminated discrepancies; worked with technology to deliver additional automation, including electronic statement delivery assisting Financial Advisors’ efficiency and improve clients’ equity.• Developed a robust technology solution for the launch of the Yield Enhancement Strategy product; assessed portfolio manager requirements, partnered with cross-functional teams in legal, audit, and technology on the development of the tool enabling the business to launch its multibillion-dollar mandates. Created an improved and accomplished process flow with set timelines and automation, substantially anticipating the monthly deadline. • Enhanced and Implemented advanced technology solutions for the Yield Enhancement Strategy as the business matured the product by successfully collaborating with partners & stakeholders, presenting analyses and insights to leadership that drives investment performance reporting. Conduct modeling and simulations for risk reporting, optimizing trading.

Instruct students on building a database suitable for business use such as storing customer or product information or for contacts and marketing.• The course includes database design through building the database and adding and retrieving data. The topics include creating tables, adding data, and building a user interface and forms to allow users to add, change, or retrieve data.• Using queries to access data, and create and format reports.

Dedicated support to the business to deliver quality improvements to existing databases and proactively identified improved quality of client risk reporting. Designed solutions utilizing QlikView, SQL Server, and Microsoft Access VBA | Excel VBA. • Automated manual processes and workflows by connecting to Oracle ODBC databases and created intuitive dashboards utilizing MS Access, QlikView, and Tableau and designed self-service capability to staff. Improved turnaround time on reporting by 67%. • Led an assessment on data quality concerns, interviewed stakeholders throughout the process lifecycle and interaction with the investment platforms. Documented additional requirements as voiced by stakeholders and assisted in the business case.• Led Agile Scrum teams aimed at identifying root cause to data quality issues; assessed requirements from the business and sources of investment data, reviewed system logic and partnered with technology to remedy and improve processes. • Acted as SME for offshore quality team on more complex issues; conducted root cause analysis and adjusted data process flows.

Collaborated with Business Partners as sole technical support, gathering functional requirements, designing support tools and creating robust and intuitive management dashboards on headcount, compensation, and succession planning reporting. Built solutions utilizing Microsoft Access, Excel VBA, and Tableau. • Performed a functional analysis and needs assessment across function HR partners. Collaborated with stakeholders across HCM to identify reporting and analytics needs and developed solutions to enable strategic, data-driven decision-making.• Built a foundational and robust data source for all needs by connecting to multiple data sources including SharePoint and SQL (via ODBC). Created reconciliation protocols to ensure quality outputs as functionalities advanced.• Created a capacity model for the staffing function which enabled management to refine the cost of staffing resources in high and low volume periods. Involved users in testing and trained staff to manage the system. • Designed and automated key performance indicators (KPI) on hiring, attrition, and headcount representation across each business. Reporting allowed senior management to review trends and manage as necessary.• Developed a performance management database inclusive of a succession planning tool. Eliminated many manual processes and allowed for more robust talent development discussions in the business. • Automated and improved reporting data collection efficiency processes utilizing Microsoft Access, Excel, Tableau dashboards and self-service applications allowing management to generate report models and focus on decision making.

Implemented and managed business intelligence tools to maintain the Executive Compensation Database containing short and long-term incentives utilizing SQL Server backend with Microsoft Access front-end interface using VBA. Automated the loading process from a monthly process to daily process.• Reverse engineered existing Access and Excel VBA code to optimize performance and provide transparency to users on business process and embedded rules. Thoroughly tested code ensuring all user scenarios produce no errors.• Created a robust Diversity database capturing employee demographic data utilizing ODBC connection. Developed reports for each region, race, gender, age, and other data. Developed models projecting headcount to help inform talent strategy. Utilized Microsoft Access, VBA, VB script, and Windows scheduler, automating daily loads throughout implementations.• Developed a Microsoft Access database with VBA for Financial Services on allocating expenses by business function.• Partnered with Technology to mature the HR data warehouse, developing and maintaining a roadmap incorporating data from internal and external sources. Partnered with Data Governance lead to design and implement an appropriate model for HR data.

• Created customized Microsoft Access databases which included using VBA code for automation. Some of the automations that involved the VBA were startup forms, customize forms, check integrity of data after a user clicks the submit button to verify values. Run update queries, queries to backup the tables, delete queries.• Responsible for automating the backup of Microsoft Access on a daily basis. Create a development copy of the Access production database to test new enhancements in forms, code, etc.• Created customized Excel templates using VBA to dynamically change formatting, calculate formulas for risk scores, and generate sales reports.• Responsible for all project lifecycle phases, from specifications and coding through deployment, testing, debugging, documentation, and maintenance.• Create VBA programs to automatically update Excel workbooks, encompassing class and program modules and external data queries.• Develop Databases, which included transitioning Microsoft Access databases to SQL Server databases• Created a front-end MS Access database with an SQL backend database as an interim solution for users until planned .NET front end applications were completed• Responsible for all project lifecycle phases, from specifications and coding through deployment, testing, debugging, documentation, and maintenance.• Modify databases to have better performance by adding indexes to appropriate fields.

• Analyze data, systems and work-flows in the Accounting Department of Global Clearing Services.• Recommend and implement automation to reduce cost and improve efficiency for databases that include monthly trades of Prime Brokers and Broker Dealers.• Create monthly reports using Microsoft Access and VBA by importing data from various sources such as mainframes, excel spreadsheets, SQL databases and SAS files. These sources included data such as trades and expenses for Prime Brokers and Broker Dealers.• Train employees on creating reports, queries/filters from various Access databases.

Responsible for creating applications to solve business problems for various groups within the accounting firm.• Create a Microsoft Access database for Human Resources that tracks time entered for employees. Reports such as overtime was displayed and grouped by department, by manager, and more. Reports had filters such as showing data based on the dates entered or by manager. This database used VBA as well in order to automate processes. • Create reports using Crystal Reports by choosing criteria on the filtering page with user fields.• Programmed and Debugged Microsoft Access & Excel Applications• Assisted employees with issues using 4D Database system • Attended weekly group and department meetings and shared status updates• Perform end user telephone support including problem determination, first level problem resolution, and implement problem escalation and tracking as needed• Assist local and remote end users with resolving hardware and software problems, network communication and connectivity issues• Provide technical & analytical support