PROFILE
My expertise is designing, coding and implementing scalable business user solutions that incorporate relational database integration, complex business logic, reports, data analysis and intuitive interfaces for financial, manufacturing and wholesale sectors. I have over 14 years SQL programming and over 15 years experience in MS Access/Excel VBA development. Over 10 years I have developed in MS SQL Server OLTP and OLAP environments. I am skilled creating complex stored procedures, user defined functions, cursors, derived tables and triggers. I am experienced with data extraction, transformation and load methodologies including data cleansing and validation.
I have proven abilities to gather functional and technical project specifications including: Developing object models, defining and coding business logic and documenting system workflows and processes. I am proficient in full life cycle business-critical development and adept at managing multiple highly visible, complex and time sensitive projects.
TECHNICAL SKILLS
|
Languages/Libraries |
||||||
|
|
|
|
|
|
|
|
RDBMS/DBMS |
||||||
|
|
|
||||
|
Development Environments/Tools |
||||||
|
|
|
||||
|
Reporting |
||||||
|
|
|
|
|
|||
Global Tax Transformation Projects
General Oracle/SQL Server database Object & Script design, testing and promotion. Autosys job management for 'OneTax', 'US Shareholder' and 'TaxStream' corporate business divisions.
User Provisioning Process: Designed and developed automated process for 'OneTax' business user provisioning. Enabled business users to send requests to a centralized intranet location. Coded routines to automate verification and promotion to servers. Created stored procedures used in scheduled SQL Server jobs for loading requests to production servers.
Corporate Entity Provisioning Process: Designed and developed automated process for business entity provisioning. (see ‘Onetax’ User Provisioning for methodology.)
‘TaxStream LITE’ Local Tax Estimation Tool: Developed Excel/SQl Server application/dashboard enabling business users to enter financial estimates for perm/temp BTD differences. Coded business logic for validating entity data against existing server side OTP data. Included automation for data export to server and worksheet extracts to PDF for data review
US Shareholder ‘TaxStream’ Reporting: Developed Oracle procedures and packages to produce data extracts for downstream business processes via autosys jobs.
Foreign Exchange Rates: Developed Oracle ETL procedures and autosys processes for daily currency rate updates from corporate ftp site to ‘One Tax’ financial databases
Tax Technology Group Projects:
Trial Balance Load Conversions: Created Oracle DML & DDL scripts for ETL, mapping and validating audit data within corporate wide tax data repository
Tax Audit Adjustment Analysis Tool: Developed a multi-user application using Excel and SQL Server for tracking, reviewing and reporting federal tax audits. Integrated into SharePoint as part of a larger tax analysis suite.
Master Tax Workbook Data Extraction: Prepare and monitor quarterly data extractions including minor application enhancements used for importing data from templates to company’s ‘TaxStream’ data management system
Tax Scenario Generator: Reengineered an analytical application from single to multi-user functionality. Added new automation and user features, included multi-level user access security, end user editable business logic, backend data auto-refreshing, process validation and code refactoring.
FAS52 Currency Conversions: Oracle integration including Excel, VBA, PL Sql and control files for quarterly datasets
'TaxStream LITE’ Template: Client/Server Application used to enable users to analyze, edit and validate corporate Business Entity Permanent and Temporary financials (differences) and make available for server ETL Processes
Entity Governance: Client/Server POC Application used to enable editing and validation for all attributes of corporate Business Entities and make available for server ETL Processes
IT Consultant (11/10-08/11)
Client: Citibank N.A., Citi Cards Division, New York, NY
Consulting Agency: Princeton Information Ltd. Jersey City, New Jersey
Project: Acquisition Dashboard - DM Profit/Loss Calculator - Reengineered a multi-user Excel tool for credit card products used to perform valuations from both acquisition and existing account perspectives.
Enhancements/Improvements
Improved application user experience with more effective new and redeveloped VBA coding, worksheets, forms, pivot tables and charts.
Incorporated the complete scope of product dimensions necessary for user campaign scenario analysis
Ability to create/modify market population models and templates through administrative level security level
Significantly fast processing speed and scalable code providing for stability and future upgrade requests
Unified business logic/data validation layers and user level security
Intuitive GUIs for a simplifying data querying and reporting experience
Project: Acquisition Dashboard - Developed a multi-user Excel reporting application for new user credit card product Analysis
Multidimensional analytics reports for short and long range metrics
Full automation for generating and exporting reports from project application to defined file server locations
Data import/validation automation for sourcing from various file formats (.xls, .csv, .txt, .mdb,etc.) and Oracle and SQL Server Databases
Scalable code enabling dynamic pivot tables and charts based on existing and user requested parameters
Detailed user event logging
IT Consultant (06/09-11/10)
Client: Liberty International Underwriters, Corporate Actuarial Division, New York, NY
Consulting Agency: Softworld Inc. Waltham, MA
SQL Server business intelligence developer responsible for defining and coding complex actuarial financial processes including recasting for Risk Attaching and Loss Occurring reinsurance
Reengineered Portfolio Information Management Reporting System, unifying and optimizing dtsx packages, scripts, queries, VBA code and flat file import/exports
Designed and implemented SQL tools for high volume underwriting and claims requiring extensive ETL Package development
Defined methodologies for integrating business logic into server object models providing faster, cleaner result sets while making processes more modular, eliminating redundancies, integrating error handling and maintaining process logs
Collaborated with chief and regional actuaries, project managers and offsite IT managers to assess and establish project requirements and deadlines
Produced ad hoc market and transaction level data for actuarial cubes, triangles, reserving and loss reporting and analysis
Automated existing manual Microsoft Excel/Access file processes via VBA
Web Developer (11/08-06/09)
ShareAFishingCharter.Com, New York, NY
Developed an interactive 3 tiers web application/SQL Server backend database prototype for an E-Commerce charter fishing reservation service using the latest Microsoft Dot net technologies
Mortgage Collateral System Manager (02/07-11/08)
JP Morgan Chase, New York, NY
Responsible for gathering, analyzing, monitoring and distributing mortgage and home equity backed securities data used to pledge over $44 billion monthly to Federal Reserve banks
Produced, documented and implemented successful high volume loan level analysis, data mining and trend analysis applications incorporating Oracle and DB2 data warehouses
Created and maintained analytical and reporting tools used in creating multimillion dollar securities investor prospectuses
Defined, reviewed and implemented business requirements/logic, standardized workflow processes, programming methodologies and trained analysts, optimizing analysis speed and efficiency while increasing data integrity and mitigating risks
Collaborated with other technologists to define and assess priorities, gaps, current capabilities against current and future data and analytical requirements
Analyzed active and new mortgage product guidelines for impact to secondary mortgage markets group
Programmer Analyst Consultant (6/04 – 02/07)
Client: IT Services Department, United Nations Secretariat, New York, NY
Consulting Agency: CompuForce, New York, NY
Designed, developed and administrated multi-tier client/server and web solutions requiring creating new relational database models.
Established ITSD methodologies for analyzing, forecasting, and managing budgets, contracts, posts and staff assessments
Produced reporting tools for Risk Management that defining project scope, business requirements, staff policies/objectives and inventory assessment
Gathered and defined functional, technical and business requirements for ITSD budgeting analysis applications
Analyzed and recommended technologies, applications, workflows and processes for new projects, upgrades and process conversions
Optimized databases and established best practices for application design, implementation, training and security administration
Programmer Analyst/Technical Writer (5/04 – 6/04)
Client: ABP Investments USA, Incorporated, New York, NY
Produced functional and technical analysis of current application design for migration to web environment
MS Access/SQL Programmer/EDI Analyst (2/01 – 1/04)
DesignWorks Jewelry Group, Ltd. Long Island City, NY
Gathered requirements, designed and implemented a POM system for company’s Lovefire division --
Developed projects/applications (labeling, bar coding and reporting) for various business units
Produced and automated reports and analysis extracted from various file formats/structures
Migrated company’s EDI from System 36/AS400 Mainframe to a VB/Access/SQL Server environment
Coded SQL Server DTS packages/VBScripts for extractions from legacy POM and accounting systems to Navision ERP
Produced technical and operational documentation for all developed applications and System 36/AS400
Designed and mapped standard/non standard EDI transactions, coded mapping modifications, maintain version control.
Defined backup and recovery procedures. Scheduled and monitored VAN usage
Liaison for company’s EDI trading partners and translation support
Programmer Analyst (12/98 - 2/01)
Hanover Capital Partners Ltd. New York, NY
Developed multi-tier applications for Loans, Closings, Due Diligence and QC divisions of mortgage trading company
Led MIS transition from Focus (DOS) to MS Access/VB environment
Developed mortgage portfolio stratification reports for company’s Internet subsidiary
Projects:
Due Diligence System: Multi-user application used by underwriters for exhaustive loan level data scrubbing
Report Generator: GUI to create/save embedded SQL requests used to generate loan level and stratification summaries
Mortgage Data Import: MS Access tool converted from Focus, incorporating data validation and scrubbing
QC Report Generator: Reporting tool for Loan stratification and deficiencies
Image File Reader: User Interface for underwriters to select/view TIF formatted legal forms
Programmer Analyst (11/97 - 12/98)
Connect Systems, Inc. New York, NY
Clients/Projects Developed:
Prudential Life Insurance, NJ: Data presentation programs, including a Cost by Case Record Keeping System
Horizon Blue, NJ: PCP Quality Index Reports, PCP Reporting Program and Automated Letter Generation System.
Amerada Hess Corporation, NY: Systems for Lease Management Agreements, Barge Dispatch/Invoicing and Tug/Freighter Payroll
EDUCATION AND PROFESSIONAL TRAINING
Bachelor of Arts, Major: Psychology, State University College at Buffalo, NY
SQL Server 2000, Netcom Information Technology, NY (2003).
System Administration, (MCDBA Track)
Design and Implementation, (MCDBA Track)
Advanced Programming in Microsoft Access 97, AppDev, NY (1999).
Microsoft NT Server 4.0, Network Administration Training, New York University, NY (1997)