Ron Cash – MS Access Developer
925-367-3152
roncash@mindspring.com
STRENGTHS
Can your company save millions? Read on!
What does the Department of Home Land Security, ATT, Bank of America, Sherwin Williams, The Gap, Wells Fargo,
Sun Microsystems, PeopleSoft Inc., have in common? These companies combined saved millions and millions of dollars
using my consulting services!
2 billion dollars in untapped sales for Cisco Systems found with a custom application to show when customers network
products will be obsolete and need to be replaced.
Millions (that's right dollars) saved for AT&T by providing custom programming, which monitored downtime on their
wireless communication towers.
$235 Million bid process for Clorox was automated with a custom data warehouse application I created, using SAP and
Oracle 10a by ranking bids and delivering new contracts based on bid criteria.
Millions were saved by decreasing problem delivery times for the entire logistics system of Clorox by creating a logistics
system database that helped stabilize several problem delivery contracts, one with Target.
Your company will gain strategic, technical and operational leadership critical to market success, from my 20 years of
experience as an IT and business consultant!
And you might even save a Million or two!
20 years of solid development experience with Microsoft technologies, especially SQL Server.
Solid background in relational database design, table design, query/view design, stored procedures,
form design, report design, T-SQL, user friendly interfaces, Access programming in VBA (Visual Basic
for Applications), Excel programming in VBA (Visual Basic for Applications), triggers.
Collaborating with stakeholders to successfully define functional requirements.
Strong Track record of superior communication, interpersonal, and project management skills.
A former corporate controller with a strong understanding of the financial side of business.
SKILLS
Highly proficient Microsoft Developer, specializing in the following areas:
Access Ver. 2010 to Ver. 2.0 - Macros, Action Queries, Database Development, Programming, VBA,
Upgrades and Conversions, Table Design, Form Design
ETL
Data Mapping
Testing
SQL Server - Database Development, T-SQL, Stored Procedures, Backups, Security, DBA, DTS
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Excel Ver. 2003 to 97 - Application Design, Programming, VBA, Conversions
Visual Basic 6.0
Visual Basic.Net
Visual Basic ASP.Net
XML
Object Oriented Design
Application Design Life Cycle
Fit Gap Analysis
Data Migration
Data Modeling and Data normalization
Project Scope Analysis
Documentation - Project & Application
Functionality Testing
EXPERIENCE
511 Tactical - SQL Server Developer and SSRS Developer March 2011 – May 1, 2011
Created Microsoft Access event management database to track sales and marketing events. This helped
manage old and new business relationships, but was primarily for acquiring new business.
Created an Access project management database used to track the effectiveness of contractors and the
projects they were working on. Status reports and budgets could be tracked and analyzed along with time
management studies.
Created inventory management reports, focused on finding and saving the company millions in proper
inventory management. Identified slow moving inventory to facilitate converting it to sold items with SSRS
dashboards. Also, created numerous reports, to implement on the web for various business groups.
Used DDL, indexing, stored procedures and tuned queries to improve reports performance. Interacted with
users for requirements gathering. Used SSIS to create data stores from diverse data sources. Participated in
design meetings and code reviews.
RESULTS
Thousands of dollars were saved by helping streamline inventory control.
The North Face Database Developer November 2010 – February 2011
RESULTS:
Saving thousands of hours in time and labor, thereby reducing costs in the millions over time.
METHODOLOGY:
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Developing a custom Access database to use for consolidating products to update and use on the company
website. The product lines and feeds are gathered from various sources and imported into a consolidated
database. This is currently being done manually with Excel files.
TECHNOLOGIES UTILIZED: Qlikview
SQL Server, SQL Azure, MS Access, MS Access VBA, MS Excel, MS Excel VBA
No recommendations for this position Ask for a recommendation
Tiny Prints - Database Analyst September 2010 – November 2010
RESULTS:
Created Access database for time and billing tracking of projects.
Developed email triggers for millions of customers to increase millions of dollars in online business.
Worked on advanced SQL to gather data for online Advertising feeds for Google Adwords and other online
advertising dealing with millions in online business.
TECHNOLOGIES UTILIZED:
mySQL Database, SQL, Google Adwords, Exact Target (for email campaigns)
Cisco – SQL Server Developer Feb 2010 to October 2010
Used Access and Sql Server for a sales application to track when network hardware will go out of service,
which tells when the next sales cycle will be. Create data warehouse tables for data reporting. Worked with
SOA meatdata for analysis. Create SSIS packages for data migration from various data sources. I created
Cognos reports based on analytical models for executive dashboards. Also created SSAS analysis cubes for
financial analysis. Maintain and update forecast models to fine tune financial and marketing planning.
Conduct ad hoc analysis for corporate wide support.
eBay – Database Analyst September 2009 to December 2009
Created an Access database warehouse application to automate their reporting for their new Mobile bidding
application. This application connected to their 500 terabyte Teradata data warehouse. I converted their
spreadsheets which relied on heavy copy and pasting, into an automated system to extract and create the
reports they needed. Also conducted data analysis and deep dive analytics for their mobile application.
Supported the analytic needs of the business by analyzing web traffic and customer behavior. Interacted with
SOA services to pull data. Provided analytical support on ad-hoc projects as needed such as: Analyzing data
on customer demographics, preferences, needs, and buying habits, and measuring the effectiveness of
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marketing, advertising, and communications programs and strategies. Develop and manage detailed
statistical modeling and ROI reporting, email marketing, and website metrics, display advertising, paid search,
sponsorships, partnerships.
SQL Server 2005
SSIS - SQL Server 2005
T-SQL
Triggers and Constraints
Stored Procedures
ETL
Complex SQL queries for Data Analysis
Star Schema
Data Warehousing
Teradata
Oracle
Data Transformations
Access 2007
Access Programming (VBA)
Charts, Excel and Access
Excel Pivot Tables
Excel Programming (VBA)
Excel VBA
Sharepoint
Wells Fargo April 2009 to Sep. 1, 2009
Worked as a SQL Server 2005 Database and Data Analyst supporting the purchase and merger of Wachovia
Bank. Used SQL Server, Oracle, Access, Excel and Mainframe systems to retrieve data and analyze data using
advanced T-SQL and SSAS. Worked on a team of 20 Database, Data and Business analyst to integrate
Wachovia systems to Wells Fargo systems.
SSIS
SQL Server 2005/2008
SQL Server Analysis Services (SSAS)
Business Intelligence (BI)
Triggers and Constraints
Performance tuning
Improved and refined existing systems
MS Access
Implemented data interfaces
Created tables
Created procedures to enhance efficiency
Complex stored procedures
SSIS routines
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Used Created custom VBA in Microsoft Excel 2007 for data manipulation
Cisco December 2008 to April 24 2009
2 Billion dollars in untapped sales using an application to discover when new products needed to be added to
a network. This was based on the created data warehouse using SQL Server 2005, Oracle, BO, text files and
MS Access. Created stored procedures, table designs, views data imports and exports, SSIS packages,
extensive Access VBA. Trained team members on T-SQL and SQL Server functionality.
MS Access
Access data imports
Data Modeling
T-SQL
Created tables
Complex views
Complex stored procedures
SSIS routines
Data Transformations
Used Created custom VBA in Microsoft Excel 2007 for data manipulation
Autodesk August 2008
Created a data warehouse for mission critical financial reports using SQL Server 2005.
This DW involved many complex views, stored procedures and SSIS routines. Data was imported from
multiple data sources in Oracle, SQL Server, Access, Excel, & text files.
Data Modeling
Created tables
Complex views
Complex stored procedures
SSIS routines
Data Transformations
ATT April 2008 to May 2008
Taught Customized Microsoft Excel to Engineers.
Taught Customized Visual Basic for Microsoft Excel to Engineers.
Biz Data Pros Feb. 2008 to March 2008
Taught VBA for Microsoft Access.
Taught VBA for Microsoft Excel.
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Performed training for business software applications.
Taught SQL for Microsoft SQL Server.
Taught Microsoft Access
Ellerbe Becket Oct. 2007 to Jan. 2008
I designed an Architectural project database in Access.
Tracked project professional skills and certifications.
Tracked project availability.
Tracked client requests and contracts.
Tracked hours worked at client sites.
Automated Matching of client requests and contract requirements.
Sonic Training May 2007 to Sep. 2007
Performed contract training for business software applications.
Taught SQL for Microsoft SQL Server.
Taught VBA for Microsoft Access.
Taught VBA for Microsoft Excel.
Taught Microsoft Access.
KXA AIR Feb. 2007 to Apr. 2007
I created an airline database for tracking a small airline business.
Tracked Pilot skills and certifications
Tracked flight schedules
Calculated FAA metrics for flight reporting, such as passenger list, pilot hours, flight legs, etc.
DRG Staffing July 2006 to Dec. 2006
I designed a staffing database in Access.
Tracked employee professional skills and certifications.
Tracked employee availability.
Tracked client requests and contracts.
Tracked hours worked at client sites.
Automated Matching of client requests and employee skills.
Central Valley Housing Authority Mar. 2006 to Jun. 2006
Designed a complex and cross-functional reporting database in MS Access 2003 to capture reporting
requirements and financial data for HUD and other government agencies.
Centralized all reporting features by creating the database to be used with client files from open to
finish. The database is utilized during client initial interview to gather all information, then calculate
and determine client housing needs based on data.
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Successfully incorporated additional features to database such as tracking other needs and services
provided to clients including drug counseling, job training, etc.
Provided a tracking method in the database for all of Central Valley Housing Authority financial data.
Dept. of Home Land Security Jan. 2006 to Feb. 2006
Created a prototype MS Access 2003 database for internal tracking of forms and work order flow.
Consolidated and simplified the process by creating a database that tracks the various government
forms used, with check boxes to track what is received, track actions taken, and then independently
assigns work to clerks including open, due and closing dates as well as in process, overdue, and closed
assignments.
Resource Search, Inc. Dec. 2005 to Jan. 2006
Developed a database application using MS Access 2003 that tracks consultant assignments to various
clients as well as tracking multiple projects to a single client, and multiple consultants to a single
project for the client.
Successfully implanted tracking billing and payment to clients and consultants and the capability of
uploading the data into the organizations accounting system. Integrated tracking timesheets and
faxing images of the timesheets into database for verification.
Sherwin Williams Oct. 2005 to Nov. 2005
Launched an MS Excel 2003 spreadsheet application that was distributed to Sherwin Williams’s sales
staff to enable them to analyze their accounts within particular sales regions. Praised for delivering a
spreadsheet application that can reformat itself and pull in new data based on the account selected.
Database performs sales calculations and percentages based on new data and gave Sherwin Williams
the capability to add new data for forecasting on a particular account. This was done with heavy
Visual Basic programming.
Fitness Factor Jun. 2005 to Jul. 2005
Conceived and introduced an MS Access fitness center management application that allowed the
organization to track member information and the status of any late payments and lapsed
memberships. The application also allowed Fitness Factor to track inventory of their current
equipment.
The Gap Jul. 2004 to Aug. 2004
Delivered a custom MS Excel financial application that dramatically consolidated labor cost
projections company-wide.
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Created an application using Visual Basic that reads the projected labor costs, looping through MS
Project Enterprise edition, then import the data into Excel. Utilized Excel to make further calculations
enabling data to consolidate and load into a financial accounting application.
Federal Home Loan Bank March 2003 to Jul. 2004
Reduced the current forecasting process from four hours to one minute, saving $1,000 in man hours
by creating an MS Access Risk Management Financial Forecasting application in SQL Server with an
Access front end exporting to Excel using Microsoft Automation.
Created a reconciliation application in Visual Basic, Oracle and Crystal Reports which reconciled the
Banks billion dollar portfolio between the Back Office trading floor application and the Front office.
Clorox Sept. 2003 to March 2004
Designed an MS Access application that automated a $235,000,000 million bid process by ranking bids
and delivering new contracts based on bid criteria set by Clorox.
Decreased problem delivery rate for the entire logistics system of Clorox by creating a logistics system
database that allowed proactive response to possible problem deliveries and helped stabilize several
problem delivery contracts. Reduce the expense of temporary labor, used prior to the database
tracking system.
Performed enhancements to current databases that tracked all contracts for their logistical network.
The enhancements included database automation in sending contracts and performing calculations on
contracts for all delivery lanes for all carriers and customers. Also automated extracting data from the
contract database concerning current rates to be posted on their intranet. Extracts were done with
Windows Script, providing automatic scheduling for weekly extracts.
Wilsey – Bennett Aug. 29, 2003 to Sep 18, 2004
Created custom logistic Crystal reports for a trucking distribution company to enable dispatch to
calculate tracking shipments and created reports for the financial department to track revenue for
logistical analysis. Streamlined process by equipping trucks with GPS tracking units, showing the
location of shipments, inventory onboard, etc. Reports showed the logistical movements and
estimated time movements.
Satellite Healthcare Apr. 1, 2003 to July 11, 2003
Created complex stored procedures in SQL Server 2000 for web reports to be activated through ASP.
Implemented a data warehouse to improve performance of Crystal 9 reports. The company’s Crystal
Reports 8.5 were converted to Crystal 9 reports. The data sources for all reports were converted to
server side processing on SQL Server 200. Created stored procedures on SQL server for the web based
reports.
Covad Mar. 1, 2003 to Mar 28, 2003
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Recognized for quickly delivering an emergency MS Access requirement. A consultant’s abrupt
resignation called for expedient work with data migration. Data was downloaded to Excel
spreadsheets from a payroll system. Created two text files, one for a mainframe header, and one for
mainframe footer.
Combined Excel spreadsheet data between the header and footer files, consisting of various fixed
length fields. The header had different field widths from the footer and the Excel data. Data was
combined in a text object file, and then imported into Access; additional data would be added in the
Access database. All of the database data would then be exported to the mainframe.
Department of Child Support Services Mar. 2002 to Feb. 2003
Employed VBA, ADO, ASP, .NET, COM +, XML, Windows Server 2000, and T-SQL for all databases.
Converted database and migrated the data of 6 MS Access 97 databases to Access XP.
Imported data from MS Excel spreadsheets to MS Access databases and exported data from MS
Access to
MS Excel spreadsheets for the finance dept.
Credited for developing six databases which became the foundation for the organizations new HR
system (the IT System Support Database or the Case Automated Tracking system).
Designed, developed, tested and implemented solutions to migrate applications to a new HR System.
Developed and implemented the new Access/SQL Server HR system to integrate with all departments.
Created OLAP reports.
Integrated HR database with IT database allowing new employee data to immediately be processed by
IT. IT department would assign a phone number to new employee which instantly showed in the
online phonebook instantly.
Saved hundreds of hours in manpower by fusing three separate employee tables, linking all systems
dynamically to the HR employee table, insuring updates of new employee information. Previously,
new employees had to be added into three separate systems.
Initiated a massive company-wide Data Modeling and Data Normalization of company’s relevant data
using Visio Enterprise, resulting in data consolidation and integration.
Introduced the “Relational Enterprise Design” making the data of the enterprise relational rather than
making the database relational.
Created several custom databases including one for case tracking to enforce federal guidelines to
prevent late filing penalties, and another tracked state records of paternity declarations for the
enforcement of state and county paternity claims. All databases involved interviewing the functional
business users and determining their requirements, determining state and county legal requirements,
and implementing business rules.
Decreased duplicate entries to separate databases and saved hundreds of dollars in manpower by
developing a Court Calendar database that integrated with the Case Tracking System. Enabled system
to leverage data already entered in the Case Tracking database then make additional entries for just
the Court Calendar database portion.
Converted Access 97 databases to SQL Server 2000 databases with Access Project front ends using
Access XP. Engaged in troubleshooting and debugging on all Access databases and created web based
queries and reports
Performed all daily DBA duties, such as sizing tables, backups, checking performance, creating new
data structures, Tuning, Replication, Capacity Planning, Clustering, Data Migrations, etc.
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Implemented SQL Server Data Transformation Services to import and export data between 3
databases on an automated schedule.
Employed SQL Server 2000 Enterprise Edition by defining and working to support the setup of the
required Servers. Implementation involved setting up connectivity and infrastructure to support
development and production databases. SQL Server implementation also involved Fit Gap analysis,
documenting design requirements for network and server implementation. Raid 1 and raid 5 designs
were implemented. Utilized Microsoft Solutions Framework for a project design outline.
Worked on all projects independently and with minimal supervision. Initiated meetings with client
and users to keep the projects on track. Created detailed design documents for Joint Application
Design meetings.
Provided users technical documentation (included in the applications Help menus) and training for all
projects.
Wells Fargo Sep. 2001 to Dec. 2001
Converted MS Access 97 databases to Access XP and migrated data from Access 97 databases to
Access XP.
Performed all daily DBA duties, such as sizing tables, backups, checking performance, creating new
data structures, etc.
Established and maintained database ODBC connections to an Access XP front end, integrated with an
Oracle backend.
Downloaded used information from the Banks internal mainframe using web based Business Objects,
importing the data into various databases.
Completely designed and introduced 3 databases for the HR department managing portfolios above
$25 million. One database tracked bonuses and options for employees, another tracked mergers and
acquisitions of the bank, to analyze job displacements and severance packages as a result of mergers.
Debugged existing systems and performed extensive Data Modeling and Data Normalization in the
design phase using Visio to develop the databases and used Visual Basic 6.0 OOP extensively for
customization.
Provided extensive training to users as well as implemented and installed the finished database on the
network and users desktops.
Worked on all projects independently and with minimal supervision.
Authored all user and technical documentation and facilitated training for all projects.
QuadraMed Jun. 2001 to Jul. 2001
Completed all projects independently and with minimal supervision providing proper documentation
and training.
Worked on PeopleSoft nVision Reports for Corporate Financial Statements and debugged existing
systems.
Translated user requirements to technical staff and helped users understand technical changes.
Trained users in the nVision reporting tool and created a reporting environment to insure the use of a
set of final reports, to be used after month end closings.
Enabled Report Requests in People Books to run several reports with one click and to run at scheduled
intervals through Process Scheduler.
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Created locks with security privileges for nVision layouts preventing edits in order to insure integrity
and consistency of reporting after month end closes.
Created a customized headcount table to import headcounts from HR to use with nVision Reports for
customized budget ledger calculations and custom Crystal on PeopleSoft.
Wells Fargo Jan. 2001 to Apr. 2001
Performed all daily DBA duties, such as sizing tables, backups, checking performance, creating new
data structures, etc.
Developed an application in SQL Server to calculate and track compensation for the Bank Business
Consultants. Database used Oracle, Access, and company mainframes.
Improved database performance by upgrading Access 97 databases to Access XP, then converting
database to a SQL Server database, integrating Access with SQL Server.
Employed Visual Basic 6.0 OOP, Transact SQL stored procedures, and PS SQL.
Converted ODBC to ADO technology for improved performance. This database accessed millions of
bank records from diverse bank databases. Records were consolidated and used to calculate
compensation for a bank business group. Database application made heavy use of SQL and ODBC
technology to import and manipulate data.
Implemented web reports and OLAP reports to distribute information to team leads and
management.
Completed all projects independently and with minimal supervision providing proper documentation
and training.
Ventro Jan. 2001 to Jan. 2001
Performed all daily DBA duties, such as sizing tables, backups, checking performance, creating new
data structures, etc. Utilized Data Modeling in the design phase to develop the database.
Designed an HR application in Microsoft Access used by managers company-wide to track salary
reviews, calculate new salaries, bonuses and stock options as well as to conduct yearly reviews and
new salary calculations. Security of the databases was a primary requirement.
Developed HR reports for an existing Oracle Warehouse database using OLAP.
Installed, configured and created Crystal Reports and ASP.
Completed all projects independently and with minimal supervision providing proper documentation
and training.
Pacific Bell Sep. 2000 to Dec. 2000
Performed all daily DBA duties, such as sizing tables, backups, checking performance, creating new
data structures, etc.
Migrated Data from spreadsheets to Access database.
Performed Data Modeling analysis and Data Normalization in the design phase to determine
requirements for a Router tracking database. Analysis resulted in a Microsoft Solutions Framework
used to design the Access database.
Created tables, forms, queries and reports for tracking port assignments. Used an automated script to
poll 3,000 Cisco routers on the network from San Diego to Sacramento, to determine available ports.
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Data was imported into Access to check for port availability, and then ports were assigned in the
database.
Employed SQL and Visual Basic 6.0 OOP to automate the process and print out Web based reports for
field implementers to reference.
The Gap, Inc. Jun. 2000 to Aug. 2000
Developed custom Excel applications and OLAP reports for the financial department of Old Navy.
Applications involved inventory control and new store planning.
Created a custom consolidation application using historical data from the company’s mainframe and
other data warehouse sources.
Design a tool to project how multiple variables would affect a new stores inventory requirements
based on the mainframes historical data.
Chemdex.com Jan. 2000 to May. 2000
Performed all daily DBA duties, such as sizing tables, backups, checking performance, creating new
data structures, etc.
Utilized Data Modeling and Data Normalization to design and develop an Access database solution for
complex reporting requirements.
Created a tool to analyze and validate data for bulk data loads. Database was an Access front-end
with ODBC connections to the Oracle web warehouse database involving setting up reports so
account executives could dial in for account information. Reports included OLAP selections by date
criteria, sorting capabilities, and security permissions. Tested and documented database as well.
Taught Advanced Excel classes to help the Enterprise Sales Group mine information.
Developed web enabled functions and Crystal Reports.
Sun Microsystems Sept. to Dec. 1999
Designed and introduced a compensation application for worldwide sales revenue and
commissionable revenue calculations. Application calculated which reps received revenue based on
multiple criteria including multiple channels, named accounts, zip code designations, and state or zip
code assignments.
Performed Data Modeling and Data Normalization in the Design Phase storing the source transactions
in an Oracle warehouse database, on a Unix based network. Source Transactions were downloaded
through a SQL script from the warehouse then loaded into Access.
Performed all daily DBA duties, such as sizing tables, backups, checking performance, creating new
data structures, etc.
Created a form that allowed reports for 30 different reps to be generated from one report object,
through a VBA run time filter routine.
Created reports printed in a Windows environment, which were converted for reading in a UNIX
environment. Also made reports available to be viewed on the intranet and created custom Crystal
Reports based on various data sources.
Completed all projects with minimal supervision providing proper documentation and training.
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Kaiser Permanente June 1999 to Sept. 1999
Performed all daily DBA duties, such as sizing tables, backups, checking performance, creating new
data structures, etc.
Developed a customer service database that automatically samples closed cases for IT department
using Data Modeling and Data Normalization techniques in the design phase. Enabled database to
send out emails with customer satisfaction surveys on cases handled by the IT department.
Employed complex Visual Basic 6.0 OOP routines integrating Microsoft Access with Microsoft Excel to
develop database. Created Actuate custom reports for IT department. Reports used SQL to query an
Oracle database.
Designed additional reports for the Oracle warehouse database using Crystal Reports. Reports
showed customer service statistics.
Fireman's Fund Insurance November 1998 to March 1999
Structured complex nVision and Crystal reports based on multiple Query trees, macros within Excel,
and multiple ledgers using customized Microsoft Excel PeopleSoft nVision SQL financial reports.
Reports served as Balance Sheet and P&L statements.
Designed custom macros that would open Excel nVision report layouts, then automatically replace
report trees.
Created a custom macro to automatically analyze and parse the code statements within each layout,
then list the row number where the code statements reside.
Engineered a Microsoft Access application that selected database SQL queries for automatic import
into Access. The information was then formatted in Access for improved report sorting, styling, and
speed.
Created a one-click button automatically emailed the Access formatted reports to users on a
predetermined distribution list; reports also be opened as web HTML pages.
Cohesive Networks September 1998 to October 1998
Utilized Microsoft Access and Excel custom databases managing projects. Implemented, configured
and performed unit testing of accounting projects cost module.
Configured base tables according to requirements established by the client including projects,
activities, resources, resource types, contracts, billing integration, time and labor. Performed unit
testing to test performance and verified the integrity of base table configuration.
Scient Company September 1998 to October 1998
Tracked projects using Microsoft Access and Excel and provided project scope documentation for the
accounting projects cost module.
Established best practices and benchmarking for client and consulted with client on organizational
structure and how client would use the Projects Costing module to best capture information for their
project structure.
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Created documentation on configuring base tables according to project requirements established by
the customer. Designed a project scope documentation that included projects, activities, resources,
resource types, contracts, billing integration, time, and labor.
California State University at Fresno August 1998 to September 1998
Consulted clients on best practices for their financial reporting requirements. Determined how Excel
PeopleSoft nVision SQL Reports would best fit with their daily and year-end reporting needs.
Developed a document to show the scope of the reporting requirements.
Created numerous custom Excel nVision SQL Reports for the financial/accounting department.
Bank of America June 1998 to July 1998
Worked on customized PeopleSoft nVision and Crystal financial reports for Bank of America Securities
Division.
Developed complex reports utilizing PeopleSoft version 6.0 based on multiple trees, macros within
Excel, and multiple ledgers including special regulatory reports for the Security agencies.
Alza Pharmaceuticals March 1998 to June 1998
Implemented PeopleSoft Accounts Payables.
Documented and organized month end closes for the accounts payable department, including posting
vouchers, posting payments, running PeopleSoft Journal Generator and organizing weekly check runs.
Facilitated Excel SQL Query classes for end users.
Selected to act as liaison between IT and end users for system problems and troubleshooting as well
as supported users in the corporate ERP Financial System.
Engaged with Excel Import Manager to load journals and installed configured and created custom
Crystal Reports.
PeopleSoft, Global Support Department August 1997 to February 1998
Collaborated with PeopleSoft Global Support to assist with a backlog of support cases.
Investigated and resolved error messages and various technical problems while working in the GL and
AP tech support. Engaged with customers to resolve error issues.
Analyzed COBOL traces, SQR traces, and Peoplecode traces, applying fixes and patches, compiling
research for historical incidents, assigning cases for escalation to the proper team member and
troubleshooting Crystal Reports.
PeopleSoft Inc., Development Release Department June 1997 to August 1997
Functionality Testing:
Created an Access Database to track the total project matrix for a 12-person test team.
Worked on PeopleSoft development test team for version 7.0 Financials in GL.
Configured and tested all functions of the GL system on various platforms.
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Performed setup and testing of Journal edit, allocations, trees, multi-currency, workflow, general
options, SQR reports, crystal reports, nVision, queries, budgets, summary ledgers, inter-unit
transactions, combo edits, chartfields, ledgers, consolidations, year-end closing and Crystal Reports.
Platform Testing:
Performed Platform testing on, SQL Base, Oracle, Informix, DB2/400, Sybase, DB2 for Unix, DB2 MVS
and Microsoft SQL Server.
PRAD March 1997 to June 1997
Created a project cost application in Microsoft Access to supplement PRAD’s accounting software
used to flag the administrator if timesheet entries caused an employees wages to be over the project
budget for the week. The application would also flag the administrator anytime the project as a
whole was over the projected budget.
Installed configured and created custom Crystal Reports for Project costing.
Sage Technology – Controller July 1995 to Feb 1997
Designed an innovative human resource application in Microsoft Access to track detailed information
on each employee and send email message reminders to managers on for performance reviews.
Managed all financial matters exercising full authority to issue & sign disbursement and payroll
checks, financial statement preparation and analysis, cost analysis, quarterly taxes, sales taxes, W2’s,
1099’s, and cash flow and cash management.
Directed planning and forecasting strategies, managed investor accounts, month end closing,
implemented policies and procedures for internal controls, and kept track of depreciable assets and
prepared journal entries.
Comstat Datacomm - Accounting Manager November 1992 to December 1994
Directed accounting department and supervised day to day operations including receivables,
payables, inventory, & payroll. Recognized for strong leadership, increasing good morale and solving
conflicts fairly. Hired and trained accounting clerks and cross trained personnel to insure continuity
of accounting functions.
Recovered thousands of dollars from challenging accounts by implementing innovative collection
techniques and training personnel in collection practices, policies and procedures.
Saved company thousands in taxes by engaging in partial audit and discovering and correcting
mistakes in journal entries.
Project manager in a transition from a mainframe based accounting system to a client server Great
Plains accounting system, maintained the network, completed partial audit to verify accuracy of
transition, found mistakes saving thousands in taxes, made correcting journal entries.
Created custom Excel and Access databases to import, convert and integrate financial system data
for enhanced reporting.
Maintained general ledger, prepared journal entries and financial statements, performed financial
statement analysis, closed month end and year-end, and kept track of depreciable assets.
Developed an Excel application to track budgets, perform financial forecasting, bank reconciliation,
reconciled trial balance, tracked & adjusted prepaids, processed orders, prepared sales tax forms and
designed a job cost program.
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Saved hundreds in technical support by integrating posting accounts correcting account
distributions. Implemented controls insuring accuracy of receivables, payables, inventory, & payroll.
Corrected the format of financial statements and payroll tax accounts.
Implemented security of physical inventory to insure accurate physical counts, implemented cycle
counting of inventory.
Installed and implemented Crystal Reports creating custom created for the financial department.
Premier Portraits - Accounting Manager March 1982 to August 1992
Led 3-person team of accountants managing receivables, payables, inventory, and job cost.
Closed month end and year end, bank reconciliation, entered postings for general ledger, audited
customer receipts, processed orders, made collection calls.
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CERTIFICATONS
Brainbench
SQL Server Certified
Microsoft Certification: Seagate Certification:
Access Expert Crystal Reports
Excel Expert
Word Expert
PowerPoint Expert
Microsoft Project
PeopleSoft Certification:
Filemaker Pro
Intro. to Financials
Projects Costing
Billing
APPLICATIONS
SQL Server Enterprise Edition Real World Accounting
Source Safe
Microsoft Windows for Workgroups ACT
Visio Enterprise Edition Excel & Lotus
ACCPAC Simply Accounting Bass Payroll
Oracle Great Plains Accounting
Microsoft Access Managing Your Money
PeopleSoft ECCO Pro
Microsoft Word Quick Books
Crystal Reports Peachtree Complete
Microsoft Internet Explorer Accounting Maximizer
Visual Basic 6.0 Object Oriented Design
Microsoft NT
Visual Studio.Net ADP Soft Pay
EDUCATION
Bachelor of Science in Education/Accounting, Moody College.
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