Mark Greenstein, Developer in New York, NY, United States
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Mark Greenstein

Verified Expert  in Engineering

Database Engineer and Developer

New York, NY, United States
Toptal Member Since
May 30, 2024

Mark is an experienced data professional specializing in data analytics, system integration, and database management. He offers expert consulting, tailors bespoke solutions, and delivers actionable insights derived from data to inform strategic decisions. Mark's proficiency spans SQL Server, Oracle, Visual Basic for Applications (VBA), SQL Server Reporting Services (SSRS), Microsoft Power BI, and Power Query.


Visual Basic for Applications (VBA), SQL, SQL Server Reporting Services (SSRS)...
Lionpoint Group
SQL, Visual Basic for Applications (VBA), SQL Server Reporting Services (SSRS)...
Apollo Global Management
Visual Basic for Applications (VBA), SQL, Excel VBA, Microsoft Excel




Preferred Environment

Visual Basic for Applications (VBA), SQL, SQL Server Reporting Services (SSRS), Power Query, Microsoft Excel

The most amazing...

...thing I've done is deconstruct a business process and leverage VBA and SQL to reduce the workload by the equivalent of two months of full-time employee effort.

Work Experience

Managing Member

2019 - PRESENT
  • Delivered data-backed solutions for an M&A advisory group, managed Salesforce CRM data migration, analyzed AI's effects on finance, and deployed mobile device management (MDM) systems for an investment bank client.
  • Developed VBA and SSRS custom solutions, leveraging APIs for data migration and reporting for a venture capital client.
  • Designed and implemented custom apps and reports, oversaw data feeds and partner relations, and co-managed disaster recovery for private equity investor relations.
Technologies: Visual Basic for Applications (VBA), SQL, SQL Server Reporting Services (SSRS), Investran, Power Query, Microsoft Excel, Excel VBA

Senior Consultant

2018 - 2019
Lionpoint Group
  • Advised the alternative investment sector on strategy, operations, and technology.
  • Participated in multiple projects related to operational transformation, technology strategy, system implementation, data cleansing and migration, system integration, data governance, reporting, and analytics.
  • Managed 15 client relationships within the financial service sector.
Technologies: SQL, Visual Basic for Applications (VBA), SQL Server Reporting Services (SSRS), Excel VBA, Microsoft Excel

Business Analyst

2014 - 2018
Apollo Global Management
  • Supported fund accounting and investor reporting systems, including vendor products like Investran and custom applications, by designing and implementing tailored solutions.
  • Designed and implemented databases for custom applications, encompassing schema design, stored procedures, functions, triggers, and dynamic SQL execution.
  • Created custom reporting packages using APIs and SQL to extract and format data for VBA analysis and reporting.
  • Conducted system upgrades, verified front- and back-end integrity, integrated systems, and developed documentation and training for end users and operations.
Technologies: Visual Basic for Applications (VBA), SQL, Excel VBA, Microsoft Excel

Business Analyst

2013 - 2014
  • Gathered business requirements, analyzed 3rd-party vendor data, and provided detailed specifications for data processing and implementation of a golden copy of financial instruments.
  • Analyzed, mapped, and validated data using SQL to ensure accurate ETL changes and client onboarding implementation.
  • Headed the change management process for internally developed applications and resolved issues to ensure software delivery.
  • Provided comprehensive documentation necessary for software development lifecycle, covering technical specifications, user guides, release notes, and test cases for user acceptance testing.
Technologies: SQL, Microsoft Excel

Custom Reporting Package

Created custom reporting tools using VBA and SSRS. I focused on data extraction, formatting, and presentation. These solutions are tailored to meet unique data handling requirements for financial services clients. They are integrated with APIs and databases for precision reporting, aiding investors and executives in making well-informed decisions.
2008 - 2012

Bachelor's Degree in Civil Engineering

University of Delaware - Newark, DE, United States


Microsoft Excel, Power Query, Microsoft Power BI


Visual Basic for Applications (VBA), SQL, Excel VBA


SQL Server Reporting Services (SSRS)


Investran, Data Analysis, IT Business Analysis, Custom Solutions, Complex Problem Solving

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