Sharepoint or Senior Reports Analyst
Content
Joseph Mezzo 22 Barrister Lane Manalapan, New Jersey 07726 (732) 409-3755(H) - (908) 839-8758(C) [email protected] Summary Senior Reporting Analyst with expertise in Microsoft SharePoint, Excel Pivots, a nd Microsoft Access. Automated the collection of Key Performance Indicators acro ss large organizations. Integrated disparate business data from multiple sources . Excel expert linking pivots to Access and SharePoint and back end databases. E xpert liaison between users, stakeholders, and the IT department. Technology Skills: * Recent - Dreamweaver, SharePoint, Office SharePoint Designer-{Workflows & KPI' s};MS Excel,{Pivots, Excel,{Pivots, Vlookups}; Vlookups}; MS Access, Access, VBA, Clarity, MS PowerPoint, MS Word . * Past - Business Objects 6.5/XI, Lotus Notes Developer. Business Experience: Johnson and Johnson Pharmaceuticals HQ, New Brunswick, NJ [6/2010 - Pr esent] Sharepoint Content Manager * Rolled out a new Sharepoint site for the Legal department. Created Sharepoint Site content including the application of the top 5 web parts. Trained users to optimize sharepoint utilization. Worked as a Share Point SME to identify opportu nities to leverage the share point capabilities. * Develop MS Access databases and Excel Pivots to track Legal Department headcou nt for Finance. DSA - US Army-Fort Monmouth, NJ - Secret Clearance [7/2008 - 2/2010] Sharepoint Project Manager and Technical Analyst * Spearheaded the deployment of Sharepoint for the US Army. * Responsible for site content and structure updates, training users in SharePoi nt 2007 and team site administration. * Responsible for SharePoint Development and Workflow coding. * Microsoft SharePoint 2007 subject matter expert for the Web Portal team - resp onsible for recommending ways to utilize out-of-the-box and custom developed fun ctionality to improve internal processes, communication and accessibility. * Developed and maintained detailed project documentation including a project pl an. Acted as a liaison between users, content owners, and the IT department. * Utilized SharePoint Designer for all intranet/extranet functionality. Managed site and web part configuration and layout. Bank of America [10/2006 - 7/2008] Global Operations and Systems IT Business Business Management - Process Improvement / Modeling Modeling / Workflow Workflow * Worked with end users to define their needs in the areas of document managemen t, workflow automation, collaborative processing, and process improvement. * Experience with the Microsoft Sharepoint tool - Sharepoint Designer. * Experience with MS/Access and SQL Server development. * Designed, implemented and documented departmental web pages, web parts and wor kflows. * Developed interfaces between Oracle and SQL Server based applications via MS/A ccess or Sharepoint, the intranet, and supporting databases.Trained end users an d departmental administrators. * Developed a Sharepoint site to captures KPI. Also developed Web Friendly home page. * Responsible for capturing and reporting key metrics and KPI. Spearhead efforts to automate the workflow process. Demonstrated experience in business process i mprovement and business process modeling. * Implemented tools and processes that enhance efficiency and effectiveness with
in the organization. * Integrated disparate business data from multiple sources. Working knowledge of Project development, Software Development Lifecycles. Expert at Excel and Acces s. Knowledge of relational database structures -some SQL. Have Front ended MS Ac cess to a backend Oracle database. * Using metrics identified strengths and areas of improvement across the IT orga nization. Responsible for the preparation and reporting of IT Weekly and Monthly Status Reports. * Developed a time tracking system using Clarity. Defined what needed to be meas ured (metrics) and then partnered with those necessary to implement adoption. Su pported the simplification and automation of Middle Market IT management reporti ng processes for data collection, validation, report production, reviews, commen tary and distribution. Bank of America Global Wealth Management * Project Manager for implementing Business Objects - Financial Module for the C FO. * Preparation and analysis of weekly Wealth Management financial reports. * Facilitated the gathering and definition of business requirements and designed the subsequent information architecture. * Managed technology investments and budget for the Wealth Management CFO organi zation. * Actively participated in financial process improvement across the organization . * Assisted Wealth Management Finance with ad-hoc requests and strategic analysis . * Expert in the Microsoft Office suite of products, with strong emphasis on Exce l (macros, pivot tables, look-ups, and filtering). Premier Power Point and Acces s skills and external DB linkages. JP Morgan Chase [12/1981-10/2006] Business Analyst / Business Objects Report Developer - CFO Office 2/2006 - 1 0/2006 * Project Managed the deployment of software to track sales. * Set up spreadsheets to capture and monitor data for various department initiat ives. * Analyzed the department's monthly technology expenses, determined anomalies an d cost saving opportunities. Tracked cost savings, efficiency gains, and reducti ons vs. defined targets. * Created management reports using Excel spreadsheets, macros, and pivot tables. * Produced reports using Business Objects off of various corporate data sources. * Generated user specifications for the existing financial accounting system. * Used Toad to access multiple Oracle databases. Created Test cases for Oracle's OFSA, and created reports in Business Objects that helped analysts ensure the n ew financial system has integrity and reconciles. Created a self service - web b ased - multimedia training system to transfer knowledge to the technical staff. Wholesale Bank - Treasury and Security Services Division 3/2000 - 2/2006 Project Manager / Senior Financial Analyst * Designed a project tracking system and developed it using Lotus Notes groupwar e. * Consolidated project tracking across the division into one unified report. * Designed metrics that provided early warning of production events impacting se rvice and expense targets. * Used On-Line Analytical Process (OLAP) via Business Objects, to produce Key Pe rformance measures.
* Created complex Business Intelligence reports, mapping MS Excel and MS Access to Oracle and SQL backend servers. * Automated the distribution of monthly management reports by integrating them i nto the corporate email system. Project Manager / Financial Analyst- Information Technology 7/1996 - 3/2000 * Developed the IT Annual Capital and Operating Expense budget for the division. * Ensured each IT capital funding request includes a Rate of Return, Net Present Value and payback period, consistent with corporate hurdle rates. * Consolidated project tracking systems. JP Morgan Chase - Previous Corporate roles 5/1982 - 7/1996 Emerging Channel Delivery Systems Manager, Groupware Systems Manager, Director End User Computing, Financial Planning Manager, Business Analyst Strategic Planning Officer, Manager - Financial Modeling and Information Systems , Controller for Deployment of Automated Teller Machines, Return on Investment A nalyst for the Systems Review Committee, Process Improvement / Industrial Engine ering U.S. Military Service US Navy- Aircrew (Honorable Discharge-Meritorious Service Medal) Education Seton Hall University, South Orange, New Jersey Bachelor of Science - Business Management, Finance Minor Pace University, New York City, New York Master of Business Administration - International Business & Finance Rutgers University, New Brunswick, New Jersey, 2006 Project Management Certification CompTIA A+ Essentials Certification 12/2009 Notary Public - New Jersey
in the organization. * Integrated disparate business data from multiple sources. Working knowledge of Project development, Software Development Lifecycles. Expert at Excel and Acces s. Knowledge of relational database structures -some SQL. Have Front ended MS Ac cess to a backend Oracle database. * Using metrics identified strengths and areas of improvement across the IT orga nization. Responsible for the preparation and reporting of IT Weekly and Monthly Status Reports. * Developed a time tracking system using Clarity. Defined what needed to be meas ured (metrics) and then partnered with those necessary to implement adoption. Su pported the simplification and automation of Middle Market IT management reporti ng processes for data collection, validation, report production, reviews, commen tary and distribution. Bank of America Global Wealth Management * Project Manager for implementing Business Objects - Financial Module for the C FO. * Preparation and analysis of weekly Wealth Management financial reports. * Facilitated the gathering and definition of business requirements and designed the subsequent information architecture. * Managed technology investments and budget for the Wealth Management CFO organi zation. * Actively participated in financial process improvement across the organization . * Assisted Wealth Management Finance with ad-hoc requests and strategic analysis . * Expert in the Microsoft Office suite of products, with strong emphasis on Exce l (macros, pivot tables, look-ups, and filtering). Premier Power Point and Acces s skills and external DB linkages. JP Morgan Chase [12/1981-10/2006] Business Analyst / Business Objects Report Developer - CFO Office 2/2006 - 1 0/2006 * Project Managed the deployment of software to track sales. * Set up spreadsheets to capture and monitor data for various department initiat ives. * Analyzed the department's monthly technology expenses, determined anomalies an d cost saving opportunities. Tracked cost savings, efficiency gains, and reducti ons vs. defined targets. * Created management reports using Excel spreadsheets, macros, and pivot tables. * Produced reports using Business Objects off of various corporate data sources. * Generated user specifications for the existing financial accounting system. * Used Toad to access multiple Oracle databases. Created Test cases for Oracle's OFSA, and created reports in Business Objects that helped analysts ensure the n ew financial system has integrity and reconciles. Created a self service - web b ased - multimedia training system to transfer knowledge to the technical staff. Wholesale Bank - Treasury and Security Services Division 3/2000 - 2/2006 Project Manager / Senior Financial Analyst * Designed a project tracking system and developed it using Lotus Notes groupwar e. * Consolidated project tracking across the division into one unified report. * Designed metrics that provided early warning of production events impacting se rvice and expense targets. * Used On-Line Analytical Process (OLAP) via Business Objects, to produce Key Pe rformance measures.
* Created complex Business Intelligence reports, mapping MS Excel and MS Access to Oracle and SQL backend servers. * Automated the distribution of monthly management reports by integrating them i nto the corporate email system. Project Manager / Financial Analyst- Information Technology 7/1996 - 3/2000 * Developed the IT Annual Capital and Operating Expense budget for the division. * Ensured each IT capital funding request includes a Rate of Return, Net Present Value and payback period, consistent with corporate hurdle rates. * Consolidated project tracking systems. JP Morgan Chase - Previous Corporate roles 5/1982 - 7/1996 Emerging Channel Delivery Systems Manager, Groupware Systems Manager, Director End User Computing, Financial Planning Manager, Business Analyst Strategic Planning Officer, Manager - Financial Modeling and Information Systems , Controller for Deployment of Automated Teller Machines, Return on Investment A nalyst for the Systems Review Committee, Process Improvement / Industrial Engine ering U.S. Military Service US Navy- Aircrew (Honorable Discharge-Meritorious Service Medal) Education Seton Hall University, South Orange, New Jersey Bachelor of Science - Business Management, Finance Minor Pace University, New York City, New York Master of Business Administration - International Business & Finance Rutgers University, New Brunswick, New Jersey, 2006 Project Management Certification CompTIA A+ Essentials Certification 12/2009 Notary Public - New Jersey
