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Carlie Schulze
309 Grant Way
Phillipsburg, NJ 08001
309 Grant Way
Phillipsburg, NJ 08001
Cell: (908) 319-9876 carlie@knowbility.com
Experience software project professional with expertise in business
analysis and writing business requirements, specifications and related project
documentation. Deep expertise in designing
and developing database and reporting solutions using Excel, Access, VBA with
embedded SQL queries. Strong
communication and project management skills.
Bank of Tokyo-Mitsubishi, Consultant
(corp. to corp. contractor) 6/2010 to
4/2011 and 10/2011 to 2/2012
·
Credit Risk Reporting Platform Rebuild based on Oracle
Financial Services Analytical Applications Infrastructure, Oracle Business
Intelligence Suite Enterprise Edition and SharePoint:
o Wrote business
requirements, functional specifications and other project-related documents for
project tracks including risk weighted assets, facility risk ratings, expected
loss and economic capital, and supported vendor selection process.
o Analyzed and
documented the current state (SQL queries, data sourcing, data flows and
transformations, aggregation tables, calculations and reporting).
o Wrote portions of
the Project Plan Document including management summary, ROI analysis, gap
analysis, UAT strategy and implementation strategy.
·
Developed various Access/VBA applications, e.g., for
marketing officers to track and report on Loan Opportunity Notices related to
the bank’s joint venture with Morgan Stanley.
Bank of America Merrill
Lynch, RAD Developer (W-2 contractor) 6/2011
to 10/2011
RAD developer for Process Efficiency Team supporting FX middle office
with Access/Excel applications for addressing risk and control issues involving
sales margin, funding, futures, PnL and other data. Developed Access applications using VBA and
embedded SQL queries that:
·
Imported data from files located on network drives
and in Outlook email attachments.
·
Output Excel workbooks that provide consolidated
views of data for reporting and reconciliation purposes.
·
Implemented Windows API calls to move and size
Access and Excel across multiple computer monitors.
UBS Wealth Management, Senior Data
Analyst/Report Developer 5/2000
to 3/2010
·
Developed reporting platforms for Financial Planning,
Insurance/Annuities and Operational Risk departments that consolidated data
from Oracle and other sources. Developed
data models and applications for calculating and metric reporting on key
performance indicators and leading indicators.
·
Developed reporting interfaces using VBA and SQL/ADO
within Excel and Access to automate the production of presentation-quality
dashboards and multi-tabbed detail Excel reports.
·
Defined and wrote business requirements and
functional specifications for reporting and business process enhancement
applications in both Access and SharePoint.
Wrote test scripts and user documentation.
·
Developed multi-user, business process applications
in Access.
o an asset
allocation tool for assisting retirement plan sponsors to select investment
options.
o a project
management tool customized for tracking operational risk action plans and
milestones.
o a sales and
contact management application for Trust account prospects.
o a workflow tool
for managing the home office review process for all life insurance and annuity trades.
Significant
Accomplishments 6/1983
to 5/2000
·
Developed and programmed a multilingual,
multimedia LIMS survey application for Bayer Diagnostics, Inc. initially in
Visual Basic and later in Java for use on kiosks at trade shows worldwide.
Incorporated a MS Access database to capture respondents’ answers to questions
regarding laboratory equipment consolidation.
·
Developed a multimedia sales application for
Integrated Information Systems, Inc. using Visual Basic for a high-volume
imaging product called Intellect. Wrote user guide and produced both hard copy
and online help versions using same text.
·
Produced a multimedia sales demo for World Trade
Center Association using Visual Basic to introduce TradeCard to prospects
worldwide.
·
Developed multimedia documentation and training
applications for DH Andrews Group using Visual Basic to support
implementation of JD Edwards applications.
·
Created a database to track client-specific
customizations to JD Edwards documentation and training materials for
Mentortech. Conducted market
research, and led focus groups to determine a line of documentation and
training services that met a widely varying range of client needs. Wrote all
marketing materials and engagement related documents.
·
Developed an automated process for converting
online help content for the magazine, newspaper and radio industries into
hard copy manuals for VNU Business Information Services using VBA.
Education
Polytechnic University, B.S.,
Journalism, 6/83
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