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OBJECTIVE: BUSINESS ANALYST / MANAGER

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

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