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Greg Baldwin, S. N., Microsoft Office Specialist (“MOS”) Cert. Candidate
312 Oak Grove, Colombia KA 15211
greg.b110@gmail.com d:402.420.1511 h:402.510.5511

VBA / MS Excel & Office Suite Developer
AS 400/Query 400, MS Excel VBA (Expert Level), MS SQL Server 2008, VB6, MS Access, MS Office Suite

Detail-oriented programmer/developer with  10+  years’ success devising innovative and tailored solutions to meet the ever-changing business requirements in the insurance and finance industries.  Ten plus years in the leadership and supervision experience managing  a team of database developers in designing, developing,  employing, customizing and enhancing in-house “business intelligence” applications.  Proficient in VB6 & VBA language with experiences in creating  and developing business intelligence and reporting applications using AS400, Sigma Encore, MS SSRS, Crystal Report, MS Excel, MS Access. Possess expert skills in using OLEDB & ODBC technologies to connect to back-end databases, e.g. Oracle, MS SQL Server 2008, IBM AS/400, etc. Masterful in creating and developing GUI Excel forms, charts and graphs and sharing data between MS Office applications, i.e. PowerPoint, Access and Word. PowerPoint. Knowledge of managing multiple Excel workbooks and worksheets among remote network users.  Masterful in creating Excel formulas and add-ins capsulating business rules, database connectivity, calculating algorithms, to tackle complex mathematic equations, string manipulation, data extraction, data modeling, etc. Proficient in using Excel Solver (learned during my MBA degree to determine value of stock options and optimum stock portfolio and any optimization scenario). Capable of creating stand-along MS Excel applications with data-retrieval, user-input, and churning out of charts, graphs, and financial summaries for business decision-making.  Proven expert skill in Structured Query Language (“SQL”) enables the candidate to perform ad hoc query for data retrieval, data migration, data integration, “ETL”, and investigative functions. Advanced skill with leading-edge programming tools complemented by proven ability to assimilate and rapidly utilize emerging Microsoft technologies. Solid mathematic knowledge with experience developing comprehensive financial algorithms and data-processing logic using state-of-art MS Solver application and Visual Basic programming language.  Technical proficiencies include…

Environments                    Windows Server,  MS SQL 2008,  AS/400, IBM DB2, Adobe CS4, Dreamweaver, ASP, ASP .Net, IIS, MS Visual Studio
Programming                    MS SQL 2008, Visual Basic 6, VBA, VBScript, C/C++, XML, DB2, MS Access, MS Excel, MS SharePoint 2007,  Structured Query Language (“SQL”) , ASP, ASP.net, OLEDB & ODBC Connectivity, MS Query, basic TSQL,  Com/Com+ Technology, IBM Query 400 , Crystal Report…
Development                     Expert in Rapid Application Development (“RAD”),Multi-tier Distributed Applications using OOPs, Stand-alone Database Program with Rich Client Interface, SharePoint Development, XML Solutions, Web Design, Object-oriented Design, Financial Applications using VBA, MS Excel & MS Solver, ASP, ASP .Net, Stand-alone Excel Management Applications, Business Intelligence Solutions, Business Rule Components & Presentation (User-Interface) Design

Professional Experience

Independent Consultant on database application                                                               Mar 2011 to present
eBizSolutions.com  – Paramus, New Jersey                                                                        
Consulting and participating in the creating, developing of a litigation support application for law firm uses.  The application stores evidentiary documents in various formats, contains calendar feature to schedule, track and project different phases of the case progress, maintains a comprehensive client billing system, reports real-time costs and expenses for user-input time period,   and many other cutting-edge features, such as  case budgeting, cost project, analyses of venue selection and jury profiling. (Details of the application are confidential and proprietary).
The core application is created using Visual Basic 6 (“VB6”) for its ease of maintenance and quick development. The VB6 application uses the multi-tier configuration consisting database layer, business layer (middleware in modular formats for its quick coupling and ease of revision without the need of changing other layers) and the presentation tier consisting of extensive GUI (“graphic user interface”). Since the program is premised on Visual Basic 6, it is easily interfaced with the Microsoft Word, Outlook, Sharepoint, etc. and it is  coupled with MS SQL Server 2008 as its backend database system. Within the VB6 application, extensive automation programming invoking other Microsoft Office Suite applications are used, e.g. an Excel application with user graphic interface in the forms of ActiveX component and form controls, may request information via an often-used  ad hoc query to be retrieved from a MS Access database.
The litigation application also marshals the power of Windows API, automation add-ins and COM (“Component Object Model”) add-ins as middleware storing business rules. All this ancillary programming is written with Object Oriented theories in mind and the codes are stored in modules and class modules for easy re-use and quick adaptation. For example, database connection strings for different database platforms and query procedures are all stored in one module. Depending on the calling functions, which may call for a data result sets from a Microsoft Access or SQL Server 2008 or an IBM AS400, the same module can respond and pass on the dataset back to the calling procedures.
Part of the litigation application’s analytic ability is to utilize many of Excel calculation and aggregation features such as pivot table, charts and graphs to depict financial information. It also has the capability to performing optimization using the Goal Seek and Solver for advance mathematics. They are used to find the optimized courses of actions, such as going full litigation or settlement and perform many myriads of cost and benefits analysis for making business decisions given the unknown variables and associated risks.
Claims / IT Support Supervisor                                                                                                     Jan 2002 to Feb 2011
Sompo Japan Insurance Company of America – New York, New York
Supervise, develop and maintain company-wide business intelligence reporting functions for various departmental, external entities and upper management use.  Design and implement company-wide graphic user interface BI applications for extracting data results from company back-end databases and made available to end users via front end programs using Visual Basic, ASP,  Microsoft office applications and others. Use ODBC technology and MS Office Query to extract and distribute real time business intelligence and company data from the back end data sources to the front-end  company users. 

Key Achievements:

·         In 2011, created, implemented and tested the data-retrieval end of a dynamic business intelligence web application using MS SQL 2008 as the backend database and ASP codes  for programming the application logics and database retrieval. I played the key role in the “ETL” process and in the normalization of the relational for optimum performance over the network and in query execution.  Working with the webmaster using Adobe Dreamweaver CS4 as the interface for the generation of web pages. The application enables our insured account Honda Motorcycle of America to view and retrieve loss data and number of claims and their dollars amount among their hundreds of motorcycle dealers/warranty repair services in the U.S.
The application can also perform drill-down analysis on a real time basis at the web and to download and  produce business intelligence reports in Excel format with many GUI (“graphic user interface”), e.g. Microsoft form controls to enable the end-used to further perform quantitative analysis in charts, graphs and financial summaries.
o   I was the project leader of a team of three, consisting Sompo’s database administrator, a webmaster and a consultant .  I was instrumental in the conceptualization of the application and the lead contact person with the client’s IT members.
o   Aside performing the database logic programming, I also conducted the “ETL”, the cleaning and scrubbing and mapping of the client’s data in conformity with our back-end IBM AS/400.
·         2008 to 2010, assisted the IT department staff in developing, implementing and verifying various data-retrieving algorithms and ad hoc queries, dash-boarding  when the company migrated to Oracle’s business intelligence (“BI”) application in 2010 and collaborate with IT team leaders using MS SSRS to test and develop reporting applications .
o   I was the testing programmer to insure the SQL queries and resulting dataset of the migrated applications conform  and yield consistency to our requirements and the IBM AS/400 archival databases.
o   I was assigned to develop and training program for the Oracle BI application for the company. The objectives were to instruct company users how to use the comprehensive dashboard, query-criteria selection, report templates, , aggregate financial summary, automatic email distribution list and many others.  As part of training, I also created detailed “user manual” with screen shots, instructions, stored examples, etc, both in written and video formats. I also acted as a backup help desk person for our Claims Department for the Oracle application.
·          2005 to 2009, provided leadership and supervision, and programming assistance to  the IT department staff in developing, implementing and verifying various data-retrieving business intelligence applications. Designed financial  algorithms and ad hoc query formula. Performed lead role in the continuous development, modification and enhancement of the in-house BI application.
·         2002 to 2009, performed supervisory role in the development of a multi-tier  in-house Panel Defense Counsel database using MS Access as the backend, Com+ as  business layer storing company rules and proprietary information, and MS Access 2007 as presentation/interface layer,  tracking law firms, firm rates, attorney staffs, areas of expertise, counties of practice, claim defense data and statistics, current and historical service charges summary and details, with rich user interface to query firm’s areas of experts, locality, attorney staff, rates and firm’s rankings, client portfolio, etc. The application was created with Visual Basic 6 and Visual Basic Application (VBA) languages.
·         From 2005 to 2010, performed leadership role in the creation of  Microsoft Excel-based automated billing audit procedures using VB6 & VBA languages for reviewing claim handling fees of third-party vendor/claim administrator, e.g. Crawford, Hartford SRS, Esis, etc.  From 2005 to present, through the use of the billing audit program, the company was able to save consistently an average of $300,000 plus a year by detecting and reducing claims fees that are duplicates, miscoded, or incorrectly billed to a higher fee brackets.
·         2002 to 2005, played a lead role in creating, maintaining, upgrading a department-wide reporting application based in Microsoft Excel for generating insureds’ loss runs, policy premium/loss abstracts, claim payments and litigation status reports, premium/loss analyses, policy threshold analysis, etc., using MS Excel,  Visual Basic 6 & VBA codes,  OLEDB and ODBC technology to marshal the internal operatives of IBM AS/400, the company legacy database, to create files, download query views and manipulate metadata such as dates, strings and create mathematic algorithms for premium/loss ratios, casualty loss financials and policy coverage threshold analyses.
·         Created and developed stand-alone Microsoft Excel applications using VBA coding with rich client layer containing drop-down boxes, input text boxes, command buttons, etc that allow users to key in query parameters  and to extract and bring back data result sets for “slicing and dicing” and to generate richly formatted reports and charts for distribution.
·         Designed modules to enable full integration with Microsoft Office through the use of ODBC technology and VBA coding that enabled upper management staff to extract essential data from AS/400 onto user-friendly Excel interfacing applications for analyzing premium/loss ratio, historical data comparisons, identifying policies early on that have above industry loss trend, e.g. certain warehouse of an insured that has higher than average workers' compensation claims.
·         Used Rushmore indexing technology to test and optimize query extract time so as to reduce load on back-end servers and speed up upload time of front-end applications.

Chief Consultant/Strategist                                                                                                                May 1990 to Nov 2001
Corporate Planning & Consulting – New York, New York
Provided legal and corporate services to small businesses in the greater New York area and maintained a general law practices servicing the New York Chinese community. Since this is a non-IT endeavor, further details will be furnished upon request.

·         Developed commercial  real estate investment strategies
·         Devised cooperative conversion planning for realty developer
·         Created ejectment strategy for landlords having rent strike situations

Education & Credentials

Microsoft Certified Application Specialist                                                                                           Feb 2012     
(“MCAS”) certification candidate

Dover Business College – Paramus, New Jersey                                                         Jun 2000 to Oct 2001
Certificate of Computer Programming & Database Development

Graduate School of Management at Rutgers -  Newark, New Jersey              Feb 1999 to May 2000
Master of Business Adm. in Finance & Information Technology
MBA Degree candidate

New York Law School – New York, New York                                                             Sep 1985 to Feb 1989                      J. D. Degree       

Rutgers University at Newark- Newark, New Jersey                                              Sep 1983 to May 1985
Bachelor of Arts, Major in Accounting
                                                                                                                                                                                                       


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