Business Analyst / Manager with BS degree in Accounting and 5 years experience d
esigning, developing, implementing and managing MS. Office, Windows and Web base d applications to support company service and sales organization. Expert in imp lementing Microsoft Office automation including: Access, Excel, SharePoint, Word and Outlook to analyze financial data. Demonstrated ability to identify areas needing automation; and then lead the design, development, testing and installat ion of software solutions EXPERTISE HIGHLIGHTS Office Automation - VSTO, VBA & XML SharePoint Development & Administration Database Design & Management Web Development Major Software/Systems Implementations User Training Manuals & Documentation EXPERIENCE Evestment Alliance | Marietta, GA - Evestment Alliance is an institutional web-b ased provider of comprehensive investment information and analytic technology. It captures the most comprehensive dataset in the industry and distributes infor mation via its fully web-based Analytics system. The company has grown from a st art-up company to 100 employees in 5 years Business Analyst / Project Manager DEC 2008 - MAR 2010 * Managed multiple ad-hoc projects to enhance www.evestment.com * Managed maintenance and enhancements to "Exchange Live" (See description below ) * Managed IT employees working on "Exchange Live" enhancements and documentation * Trained client service team on "Exchange Live" maintenance * Managed Microsoft Certified Partner membership * Managed software and hardware for 40 employee computers including: initial se tups, upgrades and maintenance * Set up test environments for new software including: Windows Server 2003/2008 /2008R2, Exchange Server 2003, Virtual machines (Hyper-V), CRM 4.0, and SharePoi nt 2007/2010 * Managed SharePoint Server for company Senior Software Developer / Project Manager DEC 2006 - DEC 2008 * Designed "Exchange Live" a Windows based solution to replace the Excel based p rogram to implement and manage each client's custom solution * Developed a system to take client's existing internal reports and create a cus tom solution that could manipulate the data multiple ways to derive answers to o ver 2000 unique questions for each of their products (5-150) for up to 20 quarte rs at a time. The information was uploaded to 14+ websites, including Evestmen t, on a quarterly basis. For an average client with 25 products this resulted i n approximately 1,000,000 derived answers during their implementation and then a pproximately 50,000 derived answers each quarter. * Successfully implemented new system with minimal client impacting mistakes and ahead of schedule. * Created VSTO Com add-in for Microsoft Outlook to automate the extraction of da ta from the client's email submission and then export the data into that client' s database solution. * Microsoft Access management tools, for monitoring, servicing and reporting * Full automation to the Evestment website via XML * Custom "Send Key" solution to automate sending data to websites * Web interface for clients to download Excel files * 150 pages of documentation for training * Reduced Client file turnaround time from 4 hours to 10 minutes * Reduced steps from over 100 manual steps to less than 10 automated clicks. * This reduced file management time by a factor of 6 and Increased output of emp loyees by 500%. * Clients using "eASE Exchange" increased by 600%. Annual revenue grew from $40 0k to $4.5 million * Moved system calculations from Excel to SQL * Reduced new client setup times from one week to hour Business Analyst AUG 2005 - DEC 2006 * Assisted in the development of a 100% Excel based solution that assisted finan cial managers in updating multiple third party databases. * Developed extensive knowledge of Excel functions including: Arrays, Lookups, Indirect, Pivot Tables * Automation with VBA including loops and the creation of objects * Excel database and web queries. * Created custom macros and add-ins for each of the following groups: Exchange, Client Service, Accounting, Clientele Zion's First National Bank | Salt Lake City, UT Product Analyst MAY 2004 - AUG 2005 * Played a leading role in the development of database reporting * Implemented several key monthly reports including: * Reports to track the profitability of over 250 banking products * Reports that tracked loan and deposit market share and compared the data to ot her banks in the surrounding states Nueweb Interactive | Blacksburg, VA Vice President - Sales MAY 1999 - JAN 2000 * Started Software Company to enable 360 degree view of shoes. * Successfully sold product to: Nike, Reebok, K-Swiss EDUCATION University of Utah MAY 2004 Bachelor of Science Accounting Utah Valley University 1996-1997, 2000-2001 Minor: Business SERVICE LDS Church| Independence, MO Missionary JUNE 1997 - MAY 1999 * Learned how to be self-motivated and disciplined. * Developed leadership skills by supervising the activities of other missionarie s SKILLS Web ASP.NET HTML and CSS IE Development IIS 7.0 Scripting Silverlight NET Framework (3.5, 4) Windows (7, VISTA, XP) Admin & Management Component Development Networking Security Windows Forms WPF Office (2003, 2007, 2010) Access Excel Office Outlook PowerPoint Project Publisher Visio Word OneNote InfoPath Servers SQL Server Windows SBS Windows Server SharePoint Technologies Exchange Server Hyper-V Tools/Practices Visual Studio (6.0, 2008, 2010) Expression Studio 3 SharePoint Designer Enterprise Architecture Tortoise SVN Agile/Scrum Languages Visual Basic XML/XAML SQL