Curriculum Vitae



Curriculum VitaeNameAnthony NewellAddress2 Hereford Road, Southport, PR9 7DXContact07561113810 | cnewell7@ | LinkedIn HYPERLINK "" \o "View public profile" DOB & Nationality 16th May 1972 | BritishEducationLondon School of Economics & Political Science, BSc (Econ) - 2:1Career HistorySeptember 2014 – Current: United UtilitiesBusiness Analyst / PowerPivot & Microsoft VBA Developer | Lingley Mere, WarringtonResponsible for defining a short to medium term strategy for MI production and consumption, leveraging on the benefits of Self-Service BI offerings in Office 2013, SQL Server 2008 R2 and PowerPivot for SharePointDevelopment of proof-of-concept tools using PowerPivot to demonstrate the scalability of self-service BI solutions developed using PowerPivot in Excel and deployed via SharePoint. Engaging key business stakeholders to educate and outline benefits of such for meeting increasing demands for MI, KPIs from the businessRationalising and streamlining existing MS Excel based reporting tools to align with the newer technologies. Advising and educating in relation to use of MDX, DAX functions within Excel 2013 data model as a replacement for traditional Excel based VLookup based data enrichment techniques Implementing robust and transparent reporting solutions by advising on best practice in relation to Excel development namely the construction of data, analysis and presentation layers so that the data tier of any application maybe changed without the need to re-work the business logic and presentation layersAdvising on best-practice techniques for MI presentation, dashboards, KPIs to deliver clear and easily assimilated messages for business decision making. Advocating principles outlined by ‘Perceptual Edge’ with a ‘less is more’ approach to graphical Excel based presentationDevelopment of short-term Excel and Access based tactical applications using VBA to serve as ‘transition tools’ i.e. be non-disposable tools that can be scaled and evolved into PowerPivot data models to be published to SharePointApril 2014 – September 2014: Austral Ltd, Principal Client: Woodwards SVS LtdMI Analyst / Developer – Microsoft Office VBA - Ad-hoc, short term consultancy assignments involving design, construction and customisation of financial reporting spreadsheets and database applicationsSeptember 2013 to April 2014, CQSAnalyst / Microsoft VBA Developer | Investor Services Group, Grosvenor Place, LondonRecruited directly by Senior Manager to work within the Product Control and Operations departments as a tactical developer. Responsibilities / deliverables:Development of a custom Excel add-in to serve as a wrapper / user interface to retrieve external fund related data via parameter based stored procedures. Encapsulation and standardisation of code into a common library for users, adhering to coding best practice. Scalability provided to incorporate future stored procedures as they are made availableDevelopment of Operations KPI reporting tool to drastically simplify and automate existing processes of data capture, enrichment and MI presentationMechanism built to automatically import operations data sources and transform via pivot cache into dynamic staging tables thus enabling automation of MI graphical presentation. Estimated that tool will save in the order of 2 hours per day over existing manual processes and therefore release staffing resources to other prioritiesStandardising the approach to Excel based application development and advising on spreadsheet best practice with the objective of ‘de-risking’ existing Excel based MI reporting applications to ensure transparency, scalability and robustness. Strong emphasis on transparency in accordance with internal governance Facilitating knowledge uplift within the department by providing training to staff on advanced spreadsheet techniques including use of named ranges, dynamic named ranges and Match/Index to increase efficiencies and reduce time taken for regular reporting tasks. Departmental reporting processes simplified and manpower efficiencies effected Development of a data capture and MI reporting tool for Blackberry expenses demonstrating the benefits of reusable code and allowing transferable benefit to other reporting tasksCreation of Director Approval tool leveraging on VBA based manipulation of pivot tables / data sourcesAdvising and designing prototype PowerPivot and Data Model applications to serve as a business case for migrating to Excel 2013August 2012 to September 2013, Lloyds Banking GroupAnalyst / Microsoft VBA Developer | Continuous Improvement, HCS Operations, Copley Data Centre, HalifaxDevelopment of a middleware platform utilising classes extensively within VBA to achieve manipulation and screen scraping of legacy applications / terminal emulators (Attachmate)Coding written to capture the majority of HCS policy related information into class properties within two seconds thus enabling enormous opportunity for automation of existing policy processesThe VBA platform was developed with scalability in mind and could be migrated / evolved to a more secure environment to deliver similar benefits in the form of substantially reduced FTE within this telephony environment. A blueprint to deliver similar benefit across the organisation wherever terminal emulation may existAdvanced use of classes, custom variable types and arrays to deliver high level of performance. Custom variable type created: ‘Scraple’ with three properties: Screen Left, Screen Top, String Length. Arrays of Scraples utilised by VBA in preference to interfacing with Excel ranges (which is slower)Development of an enterprise level data capture and MI reporting tool comprising MS Access database components & an automated Excel based MI Dashboard Reporting suiteTool developed enabled simplification of existing data collation processes within Queue Administration thus delivering immediate manpower benefit / cost savingFlexible & dynamic application evolved to ensure scalability & adaptability to future needs within HCS Operations. Ease of maintenance and adherence to best practice guidelines and complianceDynamic dashboard front end facilitating at-a-glance MI thus allowing improved decision making / allocation of staffing resources. Immediate and reliable MI now available to multiple stakeholdersThe final application is 'proof of concept' that similar benefit maybe delivered elsewhere by simply customising and deploying the existing application – reinforcing the benefits of creating reusable codeMI Analyst / Microsoft Excel VBA Developer | Mortgage Finance, Lovell Park, LeedsEngaged within the Mortgage Finance, Volume Planning department of FRAP to develop an Excel based Dashboard Reporting tool to facilitate analysis of plan-on-plan variances and provide at-a-glance views of data for quick assimilationOffline data cube created to allow data slicing across numerous views requested. Mechanism created to extract two separate plan files from database using SQL statements and data connection within VBA. Slicing achieved via pivots with output viewable via data tables and charts, ability to drill into dataFully dynamic tool requiring no on-going user maintenance and superseding prior lengthy, manual process of linking Excel workbooks to create static graphical output. Dynamic, named formulae ranges created throughout to auto-expand based on raw data import and timeframe specifiedDashboards developed consisting of tabular views and interactive graphical components to allow selection of different data views: Brand, Segment, Channel, Market Share and incorporating the following metrics: Value, Volume, ATV & DRR. Ability to select year and years to view and thus flex timeframe over 6 year datasetFull customisation of Excel 2007 to provide application look and feel and satisfy broad development remit of professional, locked down, user friendly solutionFully transparent application consisting of three layers: data, staging, presentation. VBA code fully documented. Flexible, scalable solution to allow for additional plan files, brand & segment lines etc. Fully locked down application at Workbook, Worksheet & VBA project levelOctober 2011+, Britvic Plc Microsoft Excel VBA Developer & Support ConsultantApril 2011 to September 2011, NHS Birmingham East & North PCTMicrosoft Excel VBA Developer & Trainer (MS Office Versions 2003, 2007, 2010)Responsible for the development of several ad-hoc Excel based applications on a RAD basis to assist Executive Department with restructuring process to GP Consortia / PCT integrationCreated Web-based Excel training resources on SharePoint for Information Team (Basic, Intermediate & Advanced level) and provided on-going daily support with Excel issues including migration issues in respect of transition from Office 2003 to 2007 / 2010Microsoft SharePoint 2010 Lead - User Portal Development & BrandingActed as Technical Architect & Change Agent within this process thus aligning Portal / initial team site development to capabilities of the organisationLiaised with key stakeholders to define functionality required for initial user platform and evolved branding to suit organisational maturity. Defined name of platform to be used in place of the term ‘SharePoint’: ‘Darwin’ – also to be used in web addressCreated high-level site map to define initial team site structure. Created basic Document Library for use by pilot group to upload and locate documents using Fast Search within MOSSCreated feedback page within SharePoint site for pilot users to post feedback on their user experience and for the reporting of bugs and glitchesOrganised and involved in training workshops to educate pilot users on use of initial SharePoint functionality and use of Lync for instant messaging. Educated users on collaborative benefits of these toolsInitiated Governance process in line with Microsoft guidelines to ensure that all SharePoint 2010 development adhered to organisational policy and information security. Commenced regular check-in’s with stakeholders from Governance departmentPerformed role as Business Analyst and supervised / managed SharePoint developer in conjunction with the customisation of initial site pages thus transforming vanilla implementation into highly bespoke platform for client Advised and defined a suitable Information Taxonomy structure for a Healthcare provider in order to commence process of migrating documents to SharePoint from traditional file-save systemInvolved with defining the specification needed to develop Business Intelligence solutions using MOSS and Excel Services. Liaised with stakeholders to define Data Warehousing solution / Data cube necessary to plug into SharePoint via Performance PointAugust 2010 – January 2011, Tarmac, Buxton Lime & CementExcel VBA Developer – working solely for the BLC Balanced Scorecard Project, responsible for the development of an excel solution to map and flow data between production controlling reports and a data template ready for upload into Tarmac’s Business Process Management System. Deliverables as follows:For Stone, Lime & Cement Areas: development of interactive User Input forms with import functionality to Stone Log reporting data and export functionality to data templates consolidating the data from the UI for the purposes of creating KPI graphsKey areas of project: Consolidation of user inputs forms in to one format (common look and feel); import raw data based upon date, form type, data and shift type; logic and security added to user input forms with locked and validated cells; calculations (formulae) within user input forms to generate required results from import data; automatic generation of user input forms on a weekly basis (weekly roll functionality to recreate file); target worksheets locked with securityFull documentation of solutions adopted + handover to a local administratorMarch 2009 + Bakkover Plc, CheshireExcel VBA Developer – implementation of several key business projects for large food manufacturing client, achieved through the development of Excel based user applications and utilitiesRationalisation of existing spreadsheets and re-writing of code to a structured/documented format to ease future maintenance by IT managerDevelopment of several user defined functions to eliminate ‘monster’ formulae and to facilitate clear business logic / audit trailJune 2008 – March 2009, September 2009: Britvic Plc, SolihullExcel VBA Developer – responsibility for the implementation of a programme of phased development changes to key business critical Excel models - pricing, structural and reporting changes (creation of new reports to assist business in analysing key customer metrics)Development of new procedures and coding enhancements where necessary. Recommendations on improved coding standards, process flow Complete refurbishment of existing models to reduce file sizes significantly. Reduction in ‘live’ formulae thus reducing demands on Excel’s calculation engine. Overall improvement in stability and file handling achieved thus enhancing the user experienceLiaison with Business Analyst team to scope/define changes, to implement changes to consistent standards and execute testing planProgramme of unit and integration testing implemented prior to release. Full documentation of all changes and user guides written to assist with new functionality developedAugust – October 2007: ITC (International Travel Connections), ChesterExcel VBA Developer / Reports Analyst – responsibility for development of new spreadsheet based business critical reports for heads of Finance and Sales departments to facilitate full migration to the new Travelink system (holiday booking system)Development of a weekly Trading Revenue report designed to import and manipulate data extracted from the Travelink system. Automation of pivot table functionality within Excel and use of ‘GetPivotData’ formulae to produce weekly figuresDevelopment of weekly Sales Report to import and manipulate data from weekly data files and to facilitate at-a-glance sales performance figures for each salesperson. Functionality to allow Sales Manager to enter weekly/monthly targets then distribute reports to individual sales teams. Extensive use of ‘DSum’ formulae within Excel as a mechanism to interrogate underlying dataCompleted projects fully supplemented by user training, user guides and incorporation of help information within Excel. VBA code written to coherent standards and to allow flexibility to incorporate changes in the future (re-usable code)Jan 2006 – Feb 2007: Barclaycard Business, NorthamptonSenior Excel VBA Developer / Pricing Analyst – responsible for all development and enhancements to excel based pricing model used by the Merchant Acquiring division. Pricing model critical to business and used by Sales to manage existing business and recruit new merchantsSupervision of junior developer on all aspects of development lifecycle to ensure conformity with coding standards and best practice. Responsible for preparation of detailed business/technical specifications given to developer, testing and monthly release processDeveloped automated testing programme to improve integrity of the monthly model release process (eliminate bugs entering production/user environment). Formalised testing framework and development life cycle created so that the functions of the developer and tester could be clearly separated and a release programme strictly adhered toCreation of a suite of Excel based automated testing tools, utilised to compare successive release versions of the business pricing modelCreation of test bed (sample test records) allowing different scenarios to be set up in respective models. Bulk testing process created (102 records / model scenarios in all)Reporting mechanism created to identify discrepancies / bugs in the development process allowing further investigationFacility created to "drill down" on testing discrepancies identified: Open respective models and compare results based on the test record producing the discrepancy – thus allowing "drill down" for errorsOngoing maintenance of testing suite to ensure fully synchronised with the business pricing modelApplication created in Excel to allow users to submit rate amendment files to be collated via a back end system, therefore facilitating a significant improvement over existing paper based systemApplication designed to incorporate extensive validation, therefore preventing errors being submitted. Lock down process created for submitted files in adherence with Barclaycard internal auditing requirementCommon look and feel / functionality established for ongoing development. Ad-hoc RAD in Excel VBA and general first line spreadsheet support within the departmentFeb 2005 – Jan 2006: Moorgate Designs Ltd, London / North WestAnalyst / Developer – Excel VBA - Ad-hoc, short term consultancy assignments involving design, construction and customisation of financial reporting spreadsheets for clientsJan 2004 – Jan 2005: Deutsche Bank, LondonAnalyst / Developer – Excel VBA - Standardisation and streamlining of Risk and P&L spreadsheets for Global Commodities Controlling Group (Product Control). Creation of real-time dynamic template formats including complete rewriting of code to enhance stability and performance of spreadsheets. Responding to ad-hoc development requests and Excel support issuesNov 2003 – Jan 2004: JPMorgan Chase, LondonAnalyst / Developer – Excel VBA - Advised and implemented rationalisation and automation of existing spreadsheet reporting processes for operational risk department. Produce standardised data entry templates with internal validation for users to facilitate automatic updating of high level reporting summariesAugust 2002 – October 2003: OneRange Ltd, London / North WestAnalyst / Developer – Excel VBA - Ad-hoc, short term consultancy assignments involving design, construction and customisation of financial reporting spreadsheets for clientsSeptember 1999 – August 2002: Credit Suisse First Boston, LondonAnalyst Programmer – Excel VBA / Microsoft Office VBA (Fixed Income IT – Credit Products) – development across the following areas: Credit Derivatives, Swaps, Eurobonds, FRNs, Asset Backed / Mortgage Backed Securities, Syndicated Products, Cash TradingDevelopment of Trade Entry Screen for Credit Derivatives Desk using VBADesigned functional, business and technical specifications for GUI. Close liaison with senior traders to design most appropriate user interface to facilitate the entering of default options tradesWorked alongside core technology group to enhance the existing ActiveX controls used within the GUI to enable ease of trade entry, data validation and error trappingIterative process involved in screen design to accommodate new features requested by the tradersA key feature of the GUI was the facility to automatically generate term sheets using Microsoft Word 2000 - this eliminated the manual creation of term sheet documents. On entering and saving a default options trade, the trader could automatically generate an ISDA compliant Terms of Reference sheet to define the trade and send to counterparties during the ‘brokering’ stage of the tradeCreation of user interface – drop downs – validation rules established in line with the ISDA Credit Derivatives guidelines. Liaised with head of Legal department to ensure that the Term Sheet document met company compliance rulesCreated detailed test plan to eliminate bugs. Unit Testing – tested individual routines & sections of code. Integration testing – tested all the different units as a single system. Provision of online help, tool tips, status barsDevelopment of Live and Indicative Pricing Spreadsheets using Excel VBALive pricing spreadsheets for Mortgage Desk - pricing of bullet and amortising securities, calculation of discount margin, pricing based on spreads for existing benchmarks – Bunds, Oats, GiltsFacility installed in latter to publish prices to custom Reuters & Bloomberg pages for external clientsDevelopment of Sterling & Euro Swap ‘Pricing’ Spreadsheets. Swap Legs converted into equivalent Bond Prices to allow entry onto traders bond blotter which facilitated real time hedging of bond positionsCreation of spreadsheet to retrieve and value Swap trades. Present value of fixed and floating legs calculated and published to provide Eurobond traders with at-a-glance swap valuation. Customisation of spreadsheet for trader use to enable swap valuation and publication on input of swap ticket number at a push of a buttonDevelopment of indicative pricing spreadsheet for Syndicate Desk to allow traders to generate asset swap spreads and make informed decisions on the re-issuing of bondsDevelopment of Reporting Tool with pivot table functionality to allow Cash Desk to view all year-to-date trades across different custom viewsConstruction of spreadsheets for FRN desk for accurate pricing and discount margin for floating rate securitiesEmployment of relevant market data feeds (Reuters, Bloomberg) in spreadsheets where appropriate to provide live data e.g. Libor rates, benchmark prices Rationalisation of Existing Spreadsheets / Upgrading to new analytics librariesRefurbishment of existing Pricing spreadsheets across Eurobond desk to enable increased accuracy of pricing and performance using latest in-house analytics functionsAutomation of Microsoft Office Suite in conjunction with above for example, triggering of emails using Outlook to provide information on the execution of daily procedures (times, success status etc.)Qualitative enhancements to existing credit derivatives spreadsheets - Augmented existing trader spreadsheets used to calculate profit & loss and risk by adding functionality to allow default options trades (entered using screen outlined above) to be extracted from the trade server at the push of a button. Streamlining of existing coding procedures where appropriateMarch 1999 – July 1999: JP Morgan, LondonTesting / Business Analyst for Concorde MOSS Offload Project (Fixed Income Trade Support) Excel VBA enhancements for the Figuration project and developing a regression test bed using automated testing toolsSeptember 1998 – March 1999: Bankers Trust, LondonTrading Floor Support Analyst – Production of Financial Reports for Front Office & ad-hoc Excel VBA developmentSeptember 1997 – September 1998: 3i Plc, LondonBank of England Reporting Analyst - Preparation and submission of all statistical and supervisory returns for FSAJune – August 1997: Citibank NA, LondonReporting Analyst within UK Regulatory Department - Production of large exposures and liquidity reports on a daily basis for front officeMay - June 1997: NatWest Markets, LondonSenior Management Accounts Assistant – IT Finance Department – Responsibility for generation of weekly and monthly reporting analysis of IT costings across different product lines ................
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