Visual Studio 2007 Chart Mysql Data
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James Igoe
(646) 303-2584, cell
james.igoe@gmail.com, e-mail
http://code.comparative-advantage.com, web
Career Summary
Broad technology experience, as both a software developer utilizing Excel/Access/VBA, .NET (C#/VB.NET)
and SQL, and a leader with excellent communication skills, translating business needs into functional
applications and reports, focused on delivering well-executed software and enhancing business processes.
Primary Skill Areas
Software Development / Data Management
Multi-user application development using both procedural and object-oriented methodologies,
reusable class/library development, data processing, user forms, add-ins (XLA/XLAM/VSTO), and
menus/toolbars/ribbons
RAD/Agile techniques, as well as projects covering the full SDLC, from requirements gathering
through process planning & design, testing, UAT, and deployment
Data management, analysis and design w/Access and SQL Server, including platform
migrations/conversions (SAS to SQL Server, Access to SQL Server)
Management reporting design and automation in Access/Excel with dashboards, pivot tables,
charts (standard/pivot), linked data refreshes, and toolbars
Data automation and exchange utilizing Access, SQL Server/OLAP Cubes, Sybase, Oracle and
MySQL databases, as well as XML/Excel/text files and web services
Technical guidance regarding infrastructure-related issues, server/desktop deployments, testing,
account security, disaster recovery, and audit
Programming (Languages/Tools)
Primary: VBA (Visual Basic for Applications) for Excel / Access (All Versions), SQL and Transact-
SQL (Stored Procedures, Views, Functions)
Secondary: .NET (ASP.NET, VB.NET, C#)
Tools: Visual Studio (VS 2005/2008), Visual Studio Team 2008, Team Foundation, Visual Basic
Editor (VBE), Visual SourceSafe (VSS), Tortoise SVN, SQL Server Management Studio / Enterprise
Manager, SQL Server Migration Assistant (SSMA), Quest Toad for Oracle
Other: Visio Professional, Office Professional 2002/2003/2007 (Excel-Access-Word-PowerPoint)
Business Domains (Projects)
Banking and Financial Services with particular focus on management reporting, with projects for
risk management, forensic accounting, business continuity planning (BCP/DRP), software
packaging, server delivery, cost reporting, and payroll/compensation
Professional Experience
UBS AG
May ’09 to Present, Consultant: Excel/Access/VBA/.NET Developer for IT Risk/Market Risk via Atrium
Designed a 2003/2007 Excel VBA template for reporting limits utilization to traders combining
table-based report creation automating on-demand desktop creation of a 3x3 matrix of pivot tables
and charts to assist traders in managing risk
Refactored and built upon a C#-based Excel 2007 VSTO add-in with a server-based WCF service, as
well creating a COM-based version for Citrix installations, that dynamically updated users’ OLAP
database connection for optimal pivot table performance
Created a flexible VB.NET Windows form and console application for testing OLAP Server
configurations using threaded connections, a relational SQL database, and automated Excel chart
reporting, with the purpose of improving performance and system monitoring
Developed VBA/C# automation joining web server delivery of Excel pivot table reports with a
Resume of James Igoe
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shared Excel add-in (XLA), dynamically updating user's pivot tables, to reduce the server-side
resource footprint and to provide features beyond Reporting Services
Designed an Access 2002/2003 database application for managing portfolio limits, automating
imports, data processing with multi-tabbed forms and popups, to both to minimize increasing
complexity and to reduce risk-related to human errors
Prototyped web services for joining MDX and SQL results for consumption by Reporting Services,
combining SQL Server-based OLAP data with Oracle-based limits data
Deutsche Bank
Mar ’07 to April ‘09, Consultant: Excel/Access/VBA/SQL Developer for TMG, via Execu-Search
Developed SQL Server stored procedures to report on trade modifications (Amendments, Cancels,
Corrections) and P&L so that errors could be reported/charted, with the purpose of reducing costly
trade breaks and smoothing P&L variance
Prototyped an Access/SQL Server application for enhanced commenting, classification, and
reporting of operational losses, to enable management to more effectively reduce middle office
errors, minimally $10K per issue, but potentially millions of dollars
Proposed/Assisted an Access DB to SQL Server migration converting Access VBA and queries to
SQL Server functions, views, and stored procedures, migrating over 400 tables and 300 queries
from 9 Access DB’s used in management risk reporting
Automated numerous Excel reports for risk reporting (new product approvals, operational losses,
audit items, trade breaks) in Excel, combining pivots table and charts, dynamic named ranges,
custom toolbars, and remote data sources (Access/SQL Server)
Created a replicated Access database which processed/combined multiple heterogeneous reporting
files, and provided dimensioned data via a front-end for commenting unverified trades, with the
ultimate purpose of reporting to senior management and reducing trade breaks
Built a reusable Access/Excel/VBA reporting framework, aggregating data from numerous sources
on trade breaks’ cost/position across financial products, with a multi-tabbed form, a daily update
for FX rates, user-friendly import procedures, and automated report production
NCR Corporation
Jul ’06 to Feb ‘07, Consultant: Senior Access/Excel Developer for Bardess Group at NCR, via SAPBureau
Increased annual billing by over .5M by directing to management to most effective data to collect on
networking parts/service delivery, as well as improving data integrity through automated processes
Developed and improved upon processes to analyze, communicate, manage and report data
between ATT, Cisco and NCR
Deloitte Services, LP
Mar ‘06 to Jul ‘06, Consultant: Excel Developer for Forensic Accounting Services, via BNA
Planned project deadlines and targets, via regular client meetings, as well as presented weekly
deliverables via Microsoft LiveMeeting to garner feedback
Converted Excel VBA procedures from using SAS file-based data to SQL Server data via stored
procedures, as well as refactored, enhanced, and commented code to improve functionality
Setup/created stored procedures and data tables of client accounting data on SQL Server 2000,
increasing security, while resolving procedural conflicts and testing future capabilities
Redesigned menu/toolbar system to accommodate customized reporting via pivot tables and charts,
improving aesthetics and usability
Developed an event class to enable drill-down into Excel pivot table data items from pivot charts,
speeding analysis of data and increasing ease of use
UBS AG
Sept ‘05 to Mar ‘06, Consultant: Access/Excel Developer for Server Delivery Management, via AegisTech
Coded business logic for budget reporting process, built tables from stored procedures, created
import functions, queries, and unique logic functions
Consolidated multiple databases, enabling use through a single tabbed form that reduced time and
effort involved in reporting
Developed Excel workbook reporting expenditures (>95M per annum, 20,000 row x 200 column)
for businesses on server implementations, building a toolbar for easier data manipulation
Automated Excel report generation from Access, using VBA to insert data, refresh pivot tables, and
update summaries, as well as check security access of end-users
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Credit Suisse First Boston (CSFB)
May ‘05 to Sept ‘05, Consultant: Access Developer for Business Continuity Planning, via Execu-Search
Developed upon an existing Access BCP database application to capture process information,
collecting user requirements, modeling data relationships, and normalizing database design
Improved upon the application’s reporting interface, adding options for printing and viewing, and
creating VBA that generated/e-mailed multi-tabbed Excel workbooks from report queries
Enhanced the application, reducing code lines and errors, by consolidating event, execution and
logging programming in separate, tightly cohesive, functions/subroutines
Automated data analysis by coding Excel VBA to an import comma delimited file, search data for
list-based keywords, and then build a pivot table based on the returned search
Created highly structured reporting in Excel with VBA from Access, detailing product lifecycle and
BCP seat/head count for Treasury, Equity, and Government Bond business streams
Documented work, creating diagrams (table relationships), flowcharts (application interface), and
spreadsheets (functions, macros, VBA code, use details); trained other developers on systems
American international Group (AIG)
Feb ‘05 to Apr ‘05, Consultant: Software Specialist for HR Compensation, via Kelley Services
Created databases, queries, forms, VBA routines (Excel/Access), Access reports, and Excel
worksheets, reducing errors and providing a more stable process, as well as summarizing multiple
bonus and salary payment scenarios of technology personnel, for review by senior technology,
business, and HR management to decide overall budgeting
Electronic Data Systems (EDS) at ABN-AMRO
Jul ‘04 to Feb ‘05, Consultant: Team Lead for Data Conversion Team, via Modis IT
Coordinated efforts of five-member team developing Access database applications and SQL
functions, for the purpose of streamlining data analysis and MS Office migration, while
communicating requests and concerns with other managers, project leaders and resource providers
to successfully meet timelines
Analyzed project status and data quality using Excel, Access, VBA, and SQL, making modifications
to project activities, and reporting (pivot tables) to related teams, then assigned work converting
office documents for upgrade from MS Office 97 to MS Office 2002 (XP), with primary focus on
traders’ worksheets’ (VBA, Data feeds: Bloomberg, Gessing, Reuters)
Created Excel and Access VBA functions to streamline procedures, reduce redundant functions,
automate data retrieval, and to speed file analysis, as well as assisted in the discussion and design of
MS SQL Server 2000 database structures, providing insight into real-world process flow and
reducing logical flaws
JP Morgan Chase
Dec ‘03 to Jul ‘04, Consultant: Access Specialist/Project Manager, via Network & Co.
Managed an application packaging project for Investment Bank Technology, researching and
contacting development teams, then leading each through the packaging process, providing insights
to resolve problems, monitoring and accelerating aspects as needed, as well as assisting with
documentation and testing
Analyzed charges from redundant remote access accounts using MS Access, enabling review by
financial and business areas, with a potential savings of $250,000 per year
Education
MBA (not completed), Finance and Information Systems
Fordham University, Sept ‘00 to Aug ’04
720 GMAT, 3.88 GPA (42 of 75 credits)
International Economics Honor Society, member
BA, Psychology - Lab Option
Rutgers University, May ‘93
Resume of James Igoe
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