Resume

Nathaniel M. Cohen, CLU, ChFC, MSFS

TECHNICAL/PROFESSIONAL EXPERIENCE:

• County Of Riverside (RIVCO) Assessor-County Clerk-Recorder (ACR) – Applications Developer III – September 2020 – Present
  • Created numerous and extensive Power BI reports which include data from many diverse data sets and databases including human resources, tracking requests for certifications – birth, death and marriage, county budget and fiscal reports, etc. Created a governance report that sends alerts to the various producers of the data sets acting both a remainder when update needs to occur, and a warning when a data set is overdue. After creation, these reports are published to the Power BI Service and transformed into apps that the executive team uses to make actionable decisions. Additional uses include the supervisory staff exporting the data to staff for their daily work.
  • Use Power BI, Power Query, and Excel. Proficient in Dax and “M” language. Certified Microsoft Office Master and Certified Microsoft Data Analyst.
  • Work extensively with all levels of the county hierarchy including executives, managers, supervisors, staff and technical teams.
  • Share my knowledge of Power BI and Power Query with other employees.
  • QA other software development that touches on the reports that I produce.
• The Installation Company – Crestron Certified Programmer – May 2012 – May 2015
• Advisys (Financial Planning Software) – Senior Product Engineer – Subject Matter Expert 2004 – 2012
  • Created financial planning software, Financial Planning Solutions, prototype including all calculations and algorithms using VBA, Excel and Lotus. Software included retirement, college and estate planning, as well as calculators. 
  • Extensive research into tax code and social security regulations to incorporate into the software.  
  • Managed various projects – all on time – under budget.
  • Liaison with corporate and retail customers for design ideas and instruction materials.
  • Created in-house utility to convert Excel spreadsheets to Visual Basic code.
• University of Alaska – Adjunct Professor – August 2002 – December 2003
  • Taught Computer Information Systems – C++, Microsoft Excel, Word, Access, and PowerPoint.
  • Created teaching module, “Architects of Alaska,” to bring all the parts of Office into one project. This was adopted by the department for subsequent semesters.
• Kettley Publishing (Financial Planning Software) – April 1999 – March 2001
  • As a contract telecommuting employee, researched, designed, and modeled all financial calculations for FinancialQuickPlan, a retirement and accumulation software.  Successfully worked with both the design team and the programming team.  
  • Researched tax code for inclusion in our software
  • Bench marked competitive software
  • Created financial calculators.
• BeyondTechnologies – Owner – Contract Programming -1997 – 2006
  • Mullikin Surveys – Safety Management, 2002, Alaska Department of Transportation, GPS Point Collection with Photos – VBA and Excel
  • Mullikin Surveys – Collision Avoidance GPS Safety Survey, 2006, Alaska Railroad, Contract No. 26769 -VBA and Excel
  • State of Alaska -Trust Lands web site, 2002 – 2003, Dreamweaver, FrontPage
  • New Millennium Financial Planner, 2003 Designed and programmed an integrated financial planning application with GUIs, calculations, and output, covering retirement, and education planning.
  • Developed and maintained web sites: Family Partnership Charter School, Kundalini Yoga, Anchorage Junior Nordic, and Dimond High School.
• New York Life and Eagle Strategies – Financial Planner / Estate Planner – Securities Licensed 1985 – 2000
  • Chartered Life Underwriter (CLU)
  • Chartered Financial Consultant (ChFC)

EDUCATION: 

• Microsoft Certified Data Analyst
• Mastering DAX Video Course SQLBI Alberto Ferrari and Marco Russo
• DAT207x: Analyzing and Visualizing Data with Power BI, Microsoft, 2019
• Crestron Programming Certification, 2012-2013
• Business Analyst Program Certification – University of California Irvine, 2006
• Master of Science in Financial Services (MSFS) – The American College, 1999
• BA in Economics with minor in Business Administration – University of Alaska, Anchorage, 1997
  • 4.0 GPA at UAA — Leadership Honors – Omicron Delta Epsilon – Economics Honor Society, President Economics Club
  • 30 credits in programming courses
• National Outdoor Leadership School (NOLS)
• National Ski Patrol Outdoor Emergency Care Technician (OEC)

TECHNICAL:

• Power BI, Power Query, Power Pivot, DAX, M language Excel, Access, Word, Power Point, Windows 10, Office 365, C++, VB, Java, C, VBscript, VBA, Lotus, FrontPage, DreamWeaver, Xcelsius, Crestron smart-home programming
• Microsoft Certified Data Analyst DA-100, certified September 2021
• Microsoft Office Specialist Master, Office 2016, certified July 2018
• Microsoft Office Specialist Access 2016, certified July 2018
• Microsoft Office Specialist Excel 2016 Expert, certified July 2018
• Microsoft Office Specialist Excel 2016, certified June 2018
• Microsoft Office Specialist Word 2016 Expert, certified July 2018
• Microsoft Office Specialist PowerPoint 2016, certified July 2018

MYERS – BRIGGS PERSONALITY TYPE: – INTJ – Architect

VOLUNTEER:

• Hill Safety Big Bear Mountain Resorts 2011 – 2020
  Hill Safety is tasked with educating the guests as well as the role of host in helping our guests have an enjoyable visit. In addition we assist Ski Patrol by traffic control on the slopes and work under the direction of Ski Patrol during medical emergencies.
• HikingOC – Hike Organizer, 2007 – Present
  Lead hikes, research trails, organize groups, mainly in the mountains of Big Bear to allow beginning to advanced hikers to enjoy the comradeship of the group, and to enjoy the outdoors in a wilderness setting.