Here is a sample of the applications I have delivered, grouped by client:
- Global agriscience manufacturer #
- Fortune 500 financial services #
- Investment management firm #
- Global aerospace manufacturer #
The list is in reverse chronological order—most recent projects at the top.
Client: Global agriscience manufacturer
Users: Supply chain planners, production schedulers, data stewards #
Working in Operations – Enterprise Data Management, I designed, implemented, and deployed new applications in support of the creation and maintenance of material master data in SAP ECC. I automated manual activities and complex workflows and built ETL processes to sync EDM databases with ECC.
I extracted and combined data from various systems for data quality assessment and departmental KPI reporting. I created connected front-end workbooks with query and pivot tables to provide dynamic analyses of audit exceptions and performance metrics.
I remediated existing applications to improve stability and performance and provided technical support to a global user base.
Details are here …
Client: Fortune 500 financial services
Users: Analysts, accountants, managers, directors #
Working on a small team, I refactored and patched legacy code, designed and built custom applications, and analyzed operating data for senior management. I coached less experienced developers and implemented improvements in both technical and business processes.
Areas of responsibility included:
- System maintenance
- Production reporting
- Decision support
- User support
Details are here …
Client: Investment management firm
Users: Investment analysts, portfolio managers #
Working directly with users, I designed and built a variety of systems and solutions.
Portfolio Management System
- Transactional database which tracks client accounts and provides custom block trading.
- Enables targeted re-balancing across all accounts in the firm.
Details and screenshots are here …
R & D, Asset Allocation Strategies
- Worked directly with a portfolio manager in a RAD capacity, serving as a de facto technical / financial analyst.
- Developed tactical tools for simulating portfolios and evaluating dynamic asset allocation strategies.
- Prepared Excel pivot tables and charts and PowerPoint slides to convey results.
- Created a custom indicator library for a real-time trading and analysis package.
Time Series Function Library
- VBA function library which implements an extensive set of technical indicators and proprietary metrics in the areas of price volatility and risk-weighted return.
- Developed in collaboration with the portfolio manager / CMT.
- Employs an array-based coding paradigm to overcome the performance limitations of standard Excel formulas in computation-intensive applications.
- Add-in packaging centralizes the source code while making the functionality available for both interactive and production usage.
Production Security Analytics
- Computation, storage, and display of proprietary analytics for a volatility-based portfolio management methodology.
- Foundation for a live strategy with $250 million in assets under management.
Details and screenshots are here …
Client: Global aerospace manufacturer
Users: Engineers, financial analysts, program managers #
Working directly with users, I designed and built a variety of systems and solutions.
Business Case Evaluation Solution
- Project evaluation-investment analysis system based in Excel with data storage via ADO and Access.
- Facilitates the capital budgeting process for the maintenance operations of a large jet engine fleet.
Details and screenshots are here …
ETL Process
- Data administration procedures and utilities for the project evaluation system.
- Comprehensive scripts guide the business analyst in gathering and updating data representing as-is state.
- Macro-driven query sequences in Access extract source data from ERP and departmental systems and populate the baseline database.
Fleet Hour Invoicing
- Contract management and billing application which allows the user to track complex contractual relationships and configure customized billing setups.
- Provides a smart, context-sensitive interface for issuing invoices.
- Automates Excel to export and format production activity for integration with SAP.
Repair Order Tool
- Document generation system based in Access and utilizing MS Word.
- Provides a point-and-click environment for creating a key technical document in compliance with corporate standards.
- Merges stored document definitions to a Word template under VBA automation to generate a complete and consistent final product.
AFA – Servigistics Extractor
- Data transformation utility which serves as the interface between an internal claims database and a hosted demand forecasting package.
- Enables the user to maintain critical part chains and calculate specialized failure rates.
- Produces custom-formatted output to accommodate target system functionality.