Daniel Wesley

 

Phone : (414) 881-5318      E-mail address : Daniel.James.Wesley@gmail.com

 

Education

University of Wisconsin Milwaukee

Bachelors Degree Business Administration

Emphasis Management Information Systems

 

Computer Skills

SAP Enterprise Resource Planning, SAP Data Warehousing, SAP Business Objects, Visual Basic Programming, Business Statistics, Financial Modeling, Microsoft Power Point, Microsoft Excel, Microsoft Access, Microsoft SQL Server Programming, Market Research, Six Sigma

 

Professional Experience

Direct Supply January 2013 - September 2013

Data Operations Coordinator

 

·         Querying, updating, and modifying information with the use of SQL Server 2008.

·         Modifying and Extracting Large Datasets with the use of Microsoft Excel.

·         Managing a large task load on a daily basis with the use of Cherwell Ticketing service.

·         Provided outrageous customer service to a large network of providers and suppliers.

·         Performing data audits on a daily basis with the use of Microsoft Access.

·         Troubleshooting system errors and walking customers through issues on a daily basis.

 

Northwestern Mutual July 2007 – July 2011

Program Analyst

Agencies Department - Distribution Research and Reporting

 

Created, modified, and ran reports on a ad-hoc, semi-monthly, monthly, quarterly, and semi-annual basis.

Individual reports include :

·         Managing Partner income per month

·         Managing Director income per month

·         Premium sold per each Financial Representative

·         Lives sold per each Financial Representative

·         Quarterly Sales Revenue

·         Recruits by Month

·         First year commission

·         Active Financial Representatives for each Network Office

Data retrieval procedure used for Reporting

1.       Retrieved data stored in a Data Warehouse

2.       Used Business Objects to query data, which uses SQL to retrieve data

3.       A raw Text file is then transferred into a Microsoft Office Product

4.       Transferred data into Microsoft Excel

5.     Data was then turned into information and displayed in a final report as requested by the client.

Advanced Microsoft Excel Proficiency - Pivot Tables, VBA, Charts, Graphs, Formulas, and Filters

Advanced Microsoft Access Proficiency - Importing data, Exporting data, and Formatting reports

Structured Query Language (SQL)

Retrieving information from a Data Warehouse

SAP Business Objects

Creating, Formatting, and Modifying reports

 

Northwestern Mutual - Project Involvement

 

Project Name :              GAINC Macro

Project Duration : 1 year

Synopsis: Used the programming language SAS and the TSO mainframe system to fix macro variables to meet financial reporting standards and ensure guaranteed accuracy. The methodology I used to fix the GAINC Macro was combining partial variables such as managing partner income and managing director income in order to create total income.                                                                                                                                                                                     

Project Name :              FR Remediation project

Project Duration : 6 months

Synopsis : Our database ran out of potential 5 digit numeric combinations,  which were used to track our sales force. I reformatted the 5 digit SAS variables to accommodate more possible combinations by changing the numeric variables to character. All variables within all programs had their format changed from numeric into character. I was responsible for modifying those variables and testing to see if they worked successfully.                                                                                                                                                                                     

Project Name :              GA Appointment Macro

Project Duration : 1 year

Synopsis: Used the programming language visual basic for applications to fix a large broken Microsoft Excel Macro.  I went behind the scenes within the program to update the VBA code so the macro would run fluently. This specific report included financial data regarding when each general agent was appointed and the revenue earned since being appointed.                                                                                                                                                                                     

Project Name :              Associate Financial Representatives in each Network Office

Project Duration : 2 months

Synopsis: Created a sophisticated query within Business Objects that tracked associate financial representatives in each network office. Once the data was successfully queried from Business Objects the data was then transferred into Microsoft Excel where it was displayed using various pivot tables, charts, and graphs. Then I used the CDM Seibel database to check the corresponding information for detail and accuracy.                                                                                                                                                                                     

Project Name :              Senior agents and terminated agents within each network office

Project Duration : 3 months

Synopsis : Created a mainframe report within the TSO mainframe system using the SAS programming language, which would find senior agents and terminated agents within each network office. I then converted the output into a text file, which was then imported into Microsoft Access. The data was then formatted into different reports. The data featured information on senior agents within the company as well as agents that had terminated within the last year.