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A RESUME OF SORTS

Max Rottersman

github

Most of my work involves making my client look good, messy data, customized reports and fixing legacy software.

Key Qualifications

  • 15+ years of Microsoft programming, Visual Studio, .NET, ETL, SQL development.
  • Highly skilled in last-mile reporting using MS Office, Excel, VBA, ADO, ODBC, etc.
  • Deep domain knowledge in financial services and publishing.

 Key Skills

  • VB/C#, .NET, T-SQL, LINQ and Python
  • SQL Server, Azure, AWS and Google Cloud
  • VBA Access/Excel/PowerPoint/Word
  • Document processing: XML, XBRL, JavaScript and CSS
  • Good understanding of legacy 32- and 64-bit Window COM and .NET Object models
  • Data mining, ETL, financial and statistical reporting

Professional Experience

International Crankshaft

SQL Consultant                                                                                        11/2020 to Summer 2022

  • Used T-SQL, VBA and Excel to create dashboard of accounting, production and inspection metrics from robot data and Great Plains system (SQL Server).
  • ETL from various sources: financials, robots, vendor PDFs and Excel workbooks
  • Developed dashboards and visualizations to help managers analyze production, shipping, receiving and other business metrics.

Management Practice, Inc, Stamford, CT                                                       01/2012 to 11/2020

Director of Data

Develop and maintain SQL Server, Access and Excel projects that generate mutual fund statistical board reports.

  • Downloads XBRL and XML files from SEC
    • Parses 485BPOSs into databases using Arrelle XBRL parser
    • Parses XML using MS libraries or Python into SQL Server
  • Imports various CSV, XLS or PDF tables from fund managers into databases
  • Create and maintain library of Excel charts and tables

Foreside Inc, Portland, ME                                                                             01/2008 to 12/2012

  • Built ETF Authorized Participant trading platform between Foreside and major banks using Visual Studio .NET and SQL Server
  • Built FINRA advertising (document) review system in VB.NET

ReportsAutomation.com, New York, NY                                                        01/1999 to 01/2008

Software Developer and Data Analyst

  • Automating financial reports in VB and ASP.NET.
  • Created various ODBC and data import utilities.
  • Clients included: Oppenheimer, Merrill Lynch, Fidelity, Putnam and Legg Mason.

PresenText                                                                                                      01/1993 to 01/1999

Programmer

Created software/solution to provide EDGAR data and full-text search, using the dtSearch library.  Worked on search projects for IBM and MIT Lincoln Labs,

Strategic Insight, Inc., New York, NY                                                             09/1991 to 01/1993

Analyst

  • Developed software in Rbase and FoxPro.
  • Creator of Evaluator, which ran hypothetical fees based on different pricing structures for mutual funds.
  • In Visual Basic, built all data import routines for SIMFUND

Maxdatabook.com, Cambridge, MA                                                               06/2015 to Present

Software Developer

Projects include

  • Tuatara: developed on-line XML textbooks.
  • Business intelligence dashboard for America’s Test Kitchen pulling from various vendor accounting systems.

Education

B.A. in Philosophy from the University of Denver.

Other

Former Treasurer of the Cambridge Hackspace, a 501(c) nonprofit.

Former CCO at Guinness-Atkinson Funds.