Open to
Remote, hybrid or onsite | 1099, C2C or W2
Technical Skills
Languages & APIs: VBA across the full Office object model (Excel, Access, Outlook, PowerPoint, Word, Visio), VB6, VB.NET, C#, SQL (Oracle, Sybase, SQL Server, Access, MySQL), Python (personal projects)
Data analysis: data cleansing, validation & standardization, deduplication, reconciliation, reporting & dashboards
Data & integration: ADO/DAO, REST/SOAP web services, XML & JSON, DOM, Bloomberg API, File System Object, custom ribbon XML
Excel specialization: Pivot Tables (manual & programmatic), array formulas, UserForms, events, classes, add-ins (XLA/XLAM), graphs, error handling and debugging, Power Query, dynamic arrays (spill ranges), LAMBDA & LET
Background
Software developer specializing in Excel/VBA automation for 25+ years, with deep expertise in the Excel Object Model and Office automation. Independent consultant (incorporated) since 1996.
Experience
GE Vernova — Remote | Jul ’26 – Present
- Building Excel/VBA tools integrated with Salesforce, including ActiveX and UserForm data-entry screens for the sales team.
- Adding capacity-planning features for salespeople across Excel, VBA, and Salesforce.
- Cleansing Salesforce data in Excel with Power Query — resolving duplicates and inconsistent records before reporting.
- Creating and editing reports directly in Salesforce.
- Building reports with modern Excel formulas: dynamic-array (spill) functions, LAMBDA custom functions, and LET for readable, efficient calculations.
- Automating sales-team workflows and recurring reports in Excel with VBA/VBS, replacing manual processes.
- Using Microsoft Copilot to accelerate Excel development — drafting VBA, debugging formulas, and generating report layouts.
Everest Insurance — Remote | Oct ’22 – Jun ’26
- Developed and continuously refined 10+ Excel-based rater applications for underwriters — pushing/pulling data from SQL Server via ADO, with events, custom reporting, ActiveX controls, and the File System Object.
- Rebuilt a problematic workbook into a full Excel application with SQL Server integration and event-driven reporting.
- Worked in a team of 5 VBA developers (daily scrums, client meetings); held live coding sessions with business clients and after-hours defect reviews with QA.
- Ensured accurate rating inputs by cleansing underwriting data flowing between Excel raters and SQL Server.
- Modernized rater calculations with dynamic-array (spill) formulas, reusable LAMBDA functions, and LET, reducing formula complexity alongside VBA.
Mosaic — Remote | Mar ’21 – Oct ’22
- Developed Excel applications and add-ins for multiple groups (VBA, Excel Object Model, ADO, SQL, File System Object) with ActiveX and UserForm interfaces.
- Cleansed and validated business data from SQL sources — standardizing records before loading into Excel reports.
Burlington — NJ | Feb ’20 – Mar ’21
- Developed and enhanced VBA tools for senior management; built a VB.NET reporting tool on the Excel/Access object models with ActiveX and UserForm interfaces.
- Reconciled and standardized Excel/Access source data for senior-management reporting.
- Automated recurring senior-management reports in VBA, replacing manual data gathering with scheduled generation.
Lazard — NYC | Mar ’20 – Aug ’20
- Built a PowerPoint VBA application with Access database tie-ins (ADO) and custom ribbon XML, with ActiveX and UserForm interfaces.
- Validated Access data feeding PowerPoint presentations, checking content accuracy before publication.
CISCO — San Jose, CA | Jan ’19 – Jan ’20
- Developed a Visio application in VB.NET and VBA using the Visio Object Model in both, with ActiveX and UserForm interfaces.
- Corrected inconsistencies in source data before automated Visio diagram generation.
TE Connectivity — Harrington, PA | Jul ’18 – Jan ’19
- Enhanced a globally distributed Excel parts-management workbook in an Agile environment (monthly sprints, daily standups) — VBA, Excel Object Model, ADO, SQL, with ActiveX and UserForm interfaces.
- Identified duplicates and standardized part records across regions in global parts data.
CBRE — Dallas, TX | May ’18 – Jul ’18
- Improved an Excel-based appraisal tool (VBA, Excel Object Model, ADO, SQL, File System Object) with ActiveX and UserForm interfaces.
- Improved appraiser output accuracy by cleansing property and appraisal data from SQL sources.
Santander — Dallas, TX | Apr ’17 – May ’18
- Built an Access database for Chrysler Capital dealer relationship analysis (VBA, Access Object Model, ADO/DAO, SQL Server) with ActiveX and UserForm interfaces.
- Standardized dealer relationship records from SQL Server for reliable analysis.
NY Life — Dallas, TX | Jan ’17 – Apr ’17
- Built Excel tools pushing/pulling SQL Server data for QA analysis (VBA, ADO, UserForms, SQL, Excel Object Model).
- Flagged anomalies and corrected inconsistent SQL Server records for QA review.
Bio-Rad — Pinole, CA | Nov ’16 – Jan ’17
- Enhanced a Google Sheet with Google Apps Script (JavaScript): scheduled triggers generating daily sheets, in-memory business logic, and automated daily PDF creation/emailing to business partners.
- Validated daily business data in Google Sheets before automated PDF reporting.
Arconic — Pittsburgh, PA | Aug ’16 – Nov ’16
- Migrated the Alcoa trading system to Arconic — ASP.NET, classic ASP, Oracle PL/SQL, and Excel VBA.
- Validated and reconciled Oracle data between systems during the trading-system migration.
SAIC — Alexandria, VA | May ’16 – Aug ’16
- Word VBA developer for the US Patent Office — Word Object Model, VBA, FSO, REST, JSON, and JavaScript; Git & SVN.
- Standardized document and JSON content from REST services for Word automation.
Getty Images — NY, NY | Oct ’15 – May ’16
- Built Excel and .NET tools creating and altering Pivot Tables on demand, plus add-ins generating dashboard metrics for senior management.
- Cleansed source data behind Pivot Table and dashboard metrics for senior management.
MasterCard — Purchase, NY | Oct ’15
- Built an Access tool that intercepted incoming Outlook emails, auto-saved attachments, imported Word document data into Access, exported to Excel/Word, and re-sent documents via Outlook.
- Validated data extracted from Word documents and email attachments before Access import.
MN Housing — St. Paul, MN | Oct ’14 – Aug ’15
- Enhanced an Excel tool for real estate developers (VBA, Excel Object Model, FSO, ADO, XML, REST, Google Maps API, SQL); built Excel & Access tools for internal clients.
- Cleansed real estate development and geographic data from SQL, XML, and REST sources.
Added Value — Studio City, CA | Jun ’14 – Apr ’15
- Built a PowerPoint tool integrating Excel data and modifying charts in VBA.
- Cleansed Excel research data before feeding automated PowerPoint charts.
Hobart Financial Planning — Charlotte, NC | May ’14 – Jul ’14
- Built Excel & PowerPoint-based financial tools in VBA with FSO.
- Cleansed client financial data used across Excel and PowerPoint tools.
Target — Minneapolis, MN | Jan ’13 – Dec ’13
- Built 3 Excel inventory-management tools supporting Target’s expansion into Canada.
- Cleansed inventory data supporting stocking decisions for the Canada expansion.
Chevron — San Francisco, CA | Nov ’12 – Dec ’12
- Built a proprietary Excel pricing system for the ISO standard pricing transition (VBA, ADO, Pivot Tables, graphs, FSO).
- Validated pricing rates against source records during the ISO pricing transition.
CAN — Chicago, IL | Sep ’12 – Nov ’12
- Built a proprietary Excel pricing system for the ISO standard pricing transition (VBA, ADO, Pivot Tables, graphs, FSO).
- Validated pricing rates against source records during the ISO pricing transition.
Concierge Weather — Brentwood, CA | Aug ’12 – Sep ’12
- Built a trade-actionable weather product aggregating data from FTP, web scraping, and APIs (VBA, Excel Object Model, graphs, Pivot Tables, ADO/SQL Server).
- Normalized weather data from FTP, web scraping, and APIs, analyzing it for trade-actionable signals.
Gallagher Basset — Chicago, IL | Jun ’12 – Sep ’12
- Built Excel dashboards for senior management tracking live company metrics (VBA, Excel Object Model, graphs, Pivot Tables, ADO/SQL Server).
- Cleansed SQL Server metrics feeding live management dashboards.
Disney — Burbank, CA | May ’12 – Jun ’12
- Built an Excel accounting application in VBA with ADO (Oracle) and programmatic Pivot Tables.
- Reconciled Oracle accounting records before Pivot Table reporting.
Baxter Healthcare — Chicago, IL | Nov ’11 – May ’12
- Hired and managed 4 software developers; replaced manual paperwork with an Excel application (VBA, FSO, Blowfish encryption) with programmatic Pivot Table creation.
- Converted manual paperwork into structured Excel data, cleansing records during the transition.
Mindshare — New York, NY | Nov ’11
- Built an Access marketing tool in VBA (ADO, DAO, DOM, XML).
- Cleansed marketing data from XML sources before loading into Access.
Harmonics — San Jose, CA | Jan ’11 – May ’11
- Built an Excel tool syncing data with Salesforce.com via the Salesforce API, SOQL, VBA, programmatic Pivot Tables, and ADO.
- Resolved duplicates and mismatches in Salesforce.com data during sync.
Merrill Lynch — Houston, TX | Oct ’10 – Dec ’10
- Built a curve engine for Merrill Lynch Commodities (natural gas, oil, emissions, power) in Excel/VBA/ADO/XML/VB.NET with programmatic Pivot Tables; general Excel/VBA support for all commodities desks.
- Cleansed commodities market data (natural gas, oil, emissions, power) feeding the curve engine.
US Food — Rosemont, IL | Jun ’10 – Oct ’10
- Built an Excel tool used by 200+ clients to analyze category data with Oracle connectivity (Oracle client, ADO, Pivot Tables, VBA).
- Cleansed Oracle category data used by 200+ clients.
Ferrazzi Greenlight — Santa Monica, CA | Apr ’10 – May ’10
- Built “Currency Connector,” an Excel/Access application helping staff and clients find commonalities in client profiles (VB.NET, VBA, Pivot Tables, ADO).
- Standardized client profile data to enable accurate matching.
Moretrench — New Jersey | Feb ’10 – Mar ’10
- Fixed bugs in an existing standalone Excel VBA application; extensive manual and programmatic Pivot Table creation.
- Resolved defects while cleansing application data and building Pivot Table reports.
Nielsen — Connecticut | Oct ’09 – Feb ’10
- Built an Excel application moving/formatting data between sheets on selection criteria (Excel Object Model, VBA, Pivot Tables, events); created advanced formulas, UDFs, and array formulas; built an Access database backend with ADO.
- Cleansed market data moving between sheets and the Access backend.
The Hobart Group — New Jersey | Jul ’09 – Sep ’09
- Automated PowerPoint slide creation from SurveyMonkey data (Access/PowerPoint VBA, ADO, DOM); migrated the company to Salesforce.com, integrating the Salesforce API with Excel and Outlook; built an Excel/Access hypertension-awareness tracker.
- Cleansed SurveyMonkey and CRM data during the Salesforce.com migration.
St. Joseph’s Hospital — Orange County, CA | Apr ’09 – Jul ’09
- Built an Excel workflow spreadsheet with VBA, Pivot Tables, event handling, and conditions.
- Standardized hospital workflow entries for Pivot Table reporting.
Commerzbank — New York, NY | Oct ’08 – Apr ’09
- Trading support for equity, options, and SWAPS desks; built Excel VBA apps for traders and middle office; automated daily P&L reports (VBA, Excel/Access/Outlook Object Models, ADO, Pivot Tables, DOM).
- Cleansed trade and P&L data for equity, options, and SWAPS desks.
Nielsen — Connecticut | Sep ’08 – Oct ’08
- Built a VBA charting tool for Nielsen’s client Schick; migrated Excel 2003 spreadsheets to Excel 2007, refactoring VBA and fixing functionality.
- Cleansed client data during the Excel 2003-to-2007 migration and charting work.
PIMCO — Newport Beach, CA | Jul ’08 – Sep ’08
- Automated an hourly Excel report for CEO Bill Gross tracking MBS markets, scraping web data via VBA browser control & DOM; automated home-price appreciation spreadsheets (ADO, DOM, XML); trained summer MBA interns in Excel VBA.
- Cleansed MBS market and home-price data feeding executive reports.
Beverage Marketing Corporation — New York, NY | Nov ’07 – Jul ’08
- Project manager; built a spreadsheet front end linking via ADO to an Access database of proprietary beverage data; hired two consultants to enhance the Excel/Access product; extensive Pivot Table work.
- Cleansed proprietary beverage industry data in Access.
Ramius Capital Group — New York, NY | Dec ’06 – Nov ’07
- Enhanced a real-time Excel P&L app (ADO, SQL Server, Access, Bloomberg API) used daily by senior management; built Excel front ends for traders with Bloomberg API; enhanced warrant arbitrage, convertible bond, and options trader sheets; built a company-wide XLA of common tools; trained traders in Excel VBA.
- Cleansed real-time trading and Bloomberg data for P&L and trader tools.
COX — Long Island, NY | Nov ’06 – Feb ’07
- Built an Access 2003 database in VBA importing 15,000+ Excel workbooks into tables, with user reports and forms to segment/aggregate data.
- Standardized data from 15,000+ Excel workbooks during import for reliable segmentation and aggregation.
Sempra Energy — Stamford, CT | Oct ’06 – Dec ’06
- Migrated Excel 2000 code to Excel 2003; migrated 10,000+ spreadsheets (team effort), preserving Pivot Tables, queries, VBA, ADO, and Bloomberg functionality.
- Validated spreadsheet data across 10,000+ workbooks during migration, ensuring data integrity.
UBS — New York, NY | Jun ’06 – Oct ’06
- Enhanced a P&L spreadsheet for prime brokerage clients with the Excel RTD (Real Time Data) component; built a test RTD service in C#; coded an Outlook/VBScript CRM–Outlook integrity solution (Saleslogix); added components to VB6, VB.NET, and C# trade-entry apps.
- Resolved integrity issues in prime brokerage P&L and CRM data.
Fannie Mae — Washington DC | Apr ’06 – Jun ’06
- Built an ADO (Oracle) interface sending/receiving amortization data; automated procedures with Excel VBA.
- Validated amortization records exchanged with Oracle for accuracy.
Merrill Lynch — New York, NY | Dec ’04 – Feb ’06
- Maintained Excel VBA revenue-projection files for upper management; PDF integration via the Adobe Object Model; Oracle data via ADO and stored procedures; advanced Pivot Tables and UserForm design.
- Cleansed Oracle revenue data for upper-management projections.
JP Morgan Chase — New York, NY | Jun ’04 – Dec ’04
- Automated metrics gathering for Credit Derivatives Operate (Excel, VBA, ADO, SQL); built apps monitoring book sensitivities with alerts (Sybase), interactive run-time reporting, and an XLA pulling intranet data for weekly call statistics; supported front and middle office.
- Cleansed credit derivatives metrics and Sybase data for risk monitoring and reporting.
Trading Screen — New York, NY | Apr ’04 – May ’04
- Built advanced Excel VBA filtering for Millennium Partners; repaired issues on the in-house TradeExcel product.
- Cleansed data supporting advanced filtering for Millennium Partners.
Western Asset — Pasadena, CA | Jul ’03 – Mar ’04
- Replaced crashing Bloomberg DDE functions with Bloomberg API calls in VBA, dramatically improving performance; built and maintained Excel analytics apps (VBA, Pivot Tables, DAO/ADO, SQL Server); migrated Access data to SQL Server.
- Validated data during the Access-to-SQL Server migration; cleansed data for analytics apps.
IDT — Newark, NJ | Apr ’03 – Jul ’03
- Built an Excel app (VBA, Excel/Outlook object models) parsing data files from 300 vendors into a standard format.
- Standardized files from 300 vendors into a common format, validating on ingest.
Salomon Smith Barney — New York, NY | Jan ’01 – Apr ’03
- Built customizable Excel apps for equity research analysts/associates; supported the Spry publication system; performed QA testing.
- Cleansed equity research data for analysts and associates.
Earlier roles | 1988 – 2000
- Helpdesk, desktop support, and technical coordination at Bankers Trust, Salomon Smith Barney, Societe Generale, Bank of New York, Goldman Sachs, Alliance Capital, J.P. Seligman, Compaq, Brooklyn College, Cablevision, and Bank of Tokyo — including early Excel/VBA development, helpdesk management, and network administration.
Education
St. John’s University, Queens, NY — BS Computer Science, May 1992