Kevin Utter Email & Phone Number

Brooklyn, New York

Manage end-to-end reporting and automation projects, encompassing requirement gathering, documentation, data analysis, modeling, developing, and testing. Create scheduled, and ad hoc metrics reports covering client onboarding and Know Your Client (KYC). Develop back-end reports using SQL server-stored procedures, queries, and tables.✓ Decreased processing time by 67% by migrating a large Risk Assessment data gathering process from dozens of manual steps in Excel and SQL Server to two Alteryx workflows.✓ Eliminated several hours of manual work per week by creating a UiPath bot that extracts AML investigation data from emails and MS Word reports to populate a regulatory SharePoint list.✓ Re-engineered and automated processes using a diverse set of tools, including SQL Server Integration Services, UiPath, Alteryx, and VBA.Technologies Used: VBA | SQL | Business Objects | MS Office | QlikView | Business Objects | Tableau | Instabase | Acceptor | Oracle PL/SQL Database | UiPath | Alteryx | SharePoint

New York City Metropolitan Area

Provided general VBA and Excel development support. Updated and streamlined database and associated SQL server stored procedures.✓ Drove the digital transformation of a legacy asset management report system into a proprietary OLAP cube reporting system.✓ Re-engineered existing Excel VBA macros, resulting in a lighter weight, faster, and more easily supportable product.Technologies Used: OLAP Cube | MS Excel VBA Macros | MS Access | SQL

New York City Metropolitan Area

Led the ongoing development of company software. Developed a daily collateral dispute reporting application. Completed credit derivative reporting with SQL queries.✓ Decreased staff time and improved automations by re-engineering and automating fixed income portfolio management weekly reporting in support of a bank-wide, risk-weighted asset reduction initiative.Technologies Used: MS Access | Sybase ASE | SQL Queries

New York City Metropolitan Area

Ran forecast processes. Resolved data integrity issues. Developed reports to support forecasting and budgeting processes. Designed reports in PowerPoint using custom Excel charts and pivot tables. ✓ Reduced template system file size by 90% and monthly processing time from hours to minutes by re-engineering an Excel VBA-based automated departmental forecasting reporting application.✓ Supported a global financial manager team of 15, writing documentation, providing training, and conducting presentations on the utilization of the monthly forecast system.Technologies Used: MS Excel | VBA | Essbase | MS PowerPoint | MS Excel

New York City Metropolitan Area

Developed reports and dashboards utilizing custom Excel chart types and pivot tables and charts. Analyzed Business Objects universe and Web Intelligence Reports for ground-up development.✓ Streamlined reporting and tracking processes by developing fully automated front-end reporting applications for the client onboarding department.✓ Consolidated data sets for ease of use by designing and building a virtual database to house client onboarding data from diverse data sets.Technologies Used: VBA | MS Office | SharePoint | Framesoft | Oracle | MetaMatrix

New York City Metropolitan Area

Led the ongoing development of a complex Excel VBA reporting application. Enhanced C# and ASP.NET asset management system with JavaScript client-side validations. Provided technical support to portfolio managers for Bloomberg and Reuters data feed issues. Created specifications for product enhancements. ✓ Increased automations by developing XSL transformations of XML data to automatically generate reports in Excel workbook format as part of a commission management reporting system.✓ Improved portfolio performance tracking, saving staff time by developing an Excel VBA-based portfolio reporting application to track performance in real time.Technologies Used: VBA | MS SQL | Bloomberg | Reuters | C# | ASP.NET | JavaScript | XSL | XML | MS Excel

New York City Metropolitan Area

Integrated daily feeds from Bloomberg. Created queries, Excel and XML reports, and workflow automations. Resolved data quality issues related to daily position aggregation process. Provided risk systems support to risk managers.✓ Decreased organizational risk, collaborating with risk managers to design reports and enhance systems by developing and maintaining equity risk management reporting systems ✓ Streamlined business processes by conducting business analysis of existing processes, including reverse engineering and documenting existing applications.Technologies Used: MS Access | VBA | MS-SQL | VB6 | Bloomberg API | Excel | XML