SUMMARY:

• Dynamic business systems lead and analyst with over 20 years of experience supporting executive management and operational areas.
• An innovative operational business systems data analyst with a proven record of success in identifying, analyzing and managing of metrics, reports, and data to provide companywide business intelligence to optimize business processes and increase efficiencies.
• Well rounded, assertive and results - oriented individual with demonstrated results in business understanding and technical knowledge.
• Quantitative Business Analysis with certifications in Certified Scrum Product Owner® (CSPO), Client Server Technology and Database Design.

TECHNICAL SKILLS:

Quantitative: Statistical analysis (simple and multiple linear regression, confidence intervals, sampling, proportion, forecasting), data mining, data manipulation, database, operations research.

Programming Languages: SQL, T-SQL, SAS, Oracle PL/SQL, Microsoft Visual Basic 6.0, PowerBuilder 6.0, C/C++

Software: SQL Server Integrated Services (SSIS), SQL Server Reporting Services (SSRS), Microsoft SQL Server (SSDS, BIDS, Management Studio), Cognos Reporting, JIRA, Confluence, Team Foundation Server (TFS), SharePoint, Oracle Primavera (OPPM),TOAD, SalesForce.com, Crystal Reports, Hyperion, Brio Query, Microsoft (Word, Excel, PowerPoint, Project, Access, Visio) and Pragmatech Suite

PROFESSIONAL EXPERIENCE:

Confidential, New Jersey

Sr. Technical Business Analyst

Responsibilities:

• Created and updates STMs for the data warehouse requirements from multiple sources (i.e. SalesForce) while managing change requests and bugs.
• Created user stories and business requirement documents for the reporting project that uses SSRS and a web portal front end.
• Liaised between the departments (Business, Dev and QA) to manage the projects and complete deliverables.
• Managed and tracked performance of SQL code, ETL and reports to compare against requirements.
• Researched and solved bugs and issues related to the projects.

Business Intelligence / Data Analyst

Responsibilities:

• Created metrics program to provide insight into department data by creating SharePoint site for metrics to be accessed.
• Defined backend data sources in preparation to integrate into SQL data warehouse.
• Interfaced and communicated with BI team, consultants and business stakeholders to manage the data structure to satisfy the business requirements.
• Identified data and process issues as related to business and data sources while providing corrective measures to clean data and prevent future issues.
• Implemented automated features in financial Excel reports to improve accuracy, efficiency and timeliness.

Business Systems Data Analyst Lead

Responsibilities:

• Implemented enhancements as the Project Manager, Analyst (Business, Data, BI and Reporting) and Trainer using various SDLC methodologies (Agile, Iterative, Waterfall) on current systems to improve functionality and processes, stabilize databases, validate data, migrate data, and prevent loss of data. The objective in one system’s enhancement helped prevent lost revenue (previously $2M) by implementing process controls between interactive systems.
• Created and managed SQL packages and jobs with ETL processes using SSIS of various types of connection links for data integration, accuracy, consistency and system functionality for company-wide business intelligence reporting.
• Provided reporting, analysis and self-service BI with SSRS for management to make strategic and tactical business decisions.
• Evaluated and provided comparative analysis on various business systems and reporting platforms to recommend solutions.
• Identified various departments’ business needs to guide our process of determining the appropriate business systems needed within the company so our managers have the appropriate information to manage the business and their employees.
• Created a data dictionary of the business systems to identify and manage the data fields, formats, criteria, and calculations.
• Produced data mapping and data source dependencies analysis on various systems within the company.
• Led data management process to clean-up data in our business systems and data sources for quality management.
• Implemented and managed cross-functional pilot system on SharePoint to replace MS Access databases to manage study related data. Worked with multiple operational and technical groups within the company, in addition to external consultants, to define requirements, provide data mapping, generate data modeling, testing process, manage the build process, identify issues and manage the system deployment as the Project Manager, Business Analyst and Data Analyst.
• Assisted on consultant based projects focusing on master data management, data governance, and business systems.

Financial / Operations Data Analyst

Responsibilities:

• Generated all new KPIs to provide a better data visualization for the senior management team to identify goals and trends.
• Utilized SSIS and Business Intelligence Development Studio (BIDS) to extract the data from a variety of data sources (Excel, Access, Oracle, SQL) into a SQL server to create a single, accurate and validated database for all reporting.
• Collaborated with various departments to identify new data fields, implement the necessary system changes and create the process to gather the data so critical metrics can be established.
• Automated many reports using SQL, SSIS, SSRS and Cognos to increase accuracy and provide cohesive data for management and top priority clients. This was a 90% overall monthly improvement.
• Performed a variety of ad-hoc data mining and analysis on operational and sales data to assist in management decisions.
• Created an Individual Employee Performance Scorecard and Individual Study Performance Scorecard by retrieving data from various disperse systems for all management levels to understand key factors of all employees and all studies.
• Created, updated and managed the Balanced Scorecard for the executive management team to use for themselves and in the Board room which represents an overall picture reflecting trends of what is happening in the key areas of the company.
• Developed a resourcing tool to manage capacity management by compiling the current projects, resource assignments and our pipeline to identify upcoming resourcing concerns for management.
• Supervised a weekly process and report of collaborating with various groups for risk mitigation of all active studies and updating management in all departments such as Finance, Development, Testing and Validation for their own objectives.
• Assisted in the migration to Oracle Financials by retrieving, mapping, verifying and migrating data to the new system.
• Created and documented process flow mapping of all operational processes of the business in the as-is state.
• Transformed and update various databases which included new fields, new complicated reports, personalized views, and new tables and queries to be used by various groups.
• Implemented and project managed time tracking system for entire division completing requirements, testing, migrating data, implementation, documentation, and training within timeline. Continued as administrator and reports developer of system.
• Provided data (actual vs budgeted, Change Requests…) and assisted Financial Controller in completing financial reports.

Marketing / Business Analyst, Assistant Vice President

Responsibilities:

• Reduced database data integrity issues by 96%. Ensure database data integrity by creating data integrity rules with Hyperion Brio software. Run verifications, and resolve and report on any data integrity concerns.
• Suggested several successful marketing campaigns by translating results of data analysis into actionable sales campaigns. Work in collaboration with Product and Sales Managers on the development of all new campaigns.
• Performed quantitative analysis to measure success of sales initiatives.
• Automated monthly SalesForce.com data export process and reduced time by 88%.
• Decreased processing time by 80% for the production of 31 specialized territory report scorecards by automating various features (Brio query, Access, Excel).
• Trained and mentored various levels of users in SalesForce.com database.
• Initiated department procedures for all employees to comply with client privacy regulations.

Survey / Proposal Consultant, Assistant Vice President

Responsibilities:

• Produced proposals that met or exceeded allocated parameters and timeline for benefits prospects with assets of up to $1.7 billion for Defined Contribution, Defined Benefit, Non-Qualified Deferred Compensation, and Integrated Benefits plans.
• Awarded 2003 Top RFP Support Consultant.
• Updated, delivered, managed, and maintained a detailed history and documentation of all consultant databases, Web sites, search engines, marketplace surveys, industry surveys, and questionnaires within all appropriate deadlines.
• Researched, gathered, sorted, and maintained quarterly statistical firm-wide data referenced in proposals, databases, surveys, Web sites, and questionnaires catalogued by various products and services.
• Tracked and maintained departmental production reports.
• Created and maintained a multi-layer database to respond to RFPs, which contained more than 1,000 records.
• Trained, developed, and mentored new team members.
• Collaborated with internal subject matter experts to complete all aspects of the proposal process.
• Created and implemented departmental processes and procedures for compliance and managers.

Interim RFP Group Manager, Assistant Vice President

Responsibilities:

• Managed an increase of approximately 38% of requests from the previous year without any service issues.
• Tracked and maintained departmental production reports.

Project Manager / Staff Assistant

Responsibilities:

• Supervised move of 100 employees from Somerset to the Hopewell complex.
• Managed and maintained all aspects of departmental MIS for five areas in a weekly report to upper management.
• Created and maintained Business Resumption/Contingency plans for 200 employees on a Web-based database.
• Oversaw all aspects of the interactive departmental website.

Staff Assistant

Responsibilities:

• Created, operated, and utilized Brio queries for ad-hoc reports and analysis from the recordkeeping database for departmental needs.
• Tracked and reported to upper management on the conversion process of business market plans that were sold to Bisys.
• Utilized and updated multiple databases for tracking employee information and gathering client data.
• Created and maintained Business Resumption/Contingency plans for the department on a Web-based database.

Account Representative

Responsibilities:

• Customer service manager responsible for daily activity for more than 50 retirement plans and maintaining pleasant business relations with the brokers and clients.
• Established a specialized group to improve process by focusing solely on completing accurate de-conversions as well as termination procedures for accuracy and compliance.