SUMMARY:

• Broad knowledge of multiple functional domains, including finance, accounting, sales, marketing, distribution, manufacturing, and supply chain management.
• Expert in conducting deep dive analysis of business processes and systems to identify requirements (As - Is /To-Be Analysis).
• Expert in working with Users and Vendors to develop clear and achievable Business Requirements.
• Has technical expertise in SQL, MS Access, Tableau, SAS, SSRS, SSIS, Jira, MS Excel, Power BI, Crystal Reports, Database Design, Data Warehouse Design, Salesforce.com, Salesforce Marketing Cloud and Visio.

TECHNICAL PROFICIENCIES:

Platforms: Windows, Microsoft SQL Server, Netezza, DB2, UDB and Oracle DB.

Software/Tools: SQL Server Management Studio (SSMS), Microsoft Excel, Microsoft Access, Tableau, Power BI SAS, MicroStrategy, Business Objects, APTOS POS/Sales Audit, APTOS CRM, Salesforce, Yardi ERP, Epicor EPR, Oracle ERP, Ross ERP, Web Content Management, MAS 90, MAS 200, Visual Basic, Visio, SharePoint and Jira.

PROFESSIONAL EXPERIENCE:

Confidential, Beverly Hills, CA

Senior Business Analyst - Data Analyst - SQL Server/Power BI

Responsibilities:

• As the Senior Business Analyst, I am working with Senior Management of this Confidential to design a new Talent Management System that will be used to book talent for all of the Confidential business units including Personal Appearances/Music Concerts, TV Scripted Shows, TV Non-Scripted Shows, Motion Pictures, Literary IP, Theatre and Commercials.
• Using my Data Analyst skills, I have unraveled some of the data mysteries and of over-lapping legacy SQL databases and applications acquired through mergers and system changes over the last 15 years.
• This is data understanding and cleansing is critical before this data is migrated into new AWS Cloud Databases.

Confidential, Compton, CA

Senior Data Analyst - SQL Server/Power BI

Responsibilities:

• As a Sr Data Analyst, I built business intelligence system for this fast growing manufacturing company. I transferred data from an old non-standard ERP system into a modern SQL Server DB. From there, I created VIEWS to be used in Power BI and SSRS applications.
• Working with Executive and Operational managers, I built 15 POWER BI Dashboards with over 60 visualizations. They included dashboards for Sales, Manufacturing, Finance, I.T., Customer Service and Deliveries.
• Tools used include SQL Server 2016, SSMS, SSRS, SSIS, Power BI, MS Access, Visual Basic and Sharepoint.

Confidential, Glendale, CA

Senior Business Systems Analyst - Retail Business Intelligence

Responsibilities:

• Sr BSA for Retail Business Intelligence leading the Store Level Pricing Project which will allow Disney to vary its store item pricing by location in over 400 Stores and Ecomm sites in North America and Europe. Developed Business Requirements and led a team of five on-shore and off-shore Developers.
• Working with the Business Users for The Disney Stores on deep data analysis of the content and efficiency of the Retail Data Warehouse (SQL Server Columnar Data Warehouse). Found major fixable data problems and inefficiency in major Views and Tables of the Data Warehouse.
• Developed MicroStrategy Attribute and Metric changes with the Business users to report on the Store Level Pricing changes. There are over 300 Business Users of the Retail Data Warehouse.

Confidential, Calabasas, CA

Senior Business Systems Analyst

Responsibilities:

• Sr BSA on project to create a new cloud-based Marketing Database, Campaign Management application and BI tools to replace 35 year old IBM mainframe batch system.
• Conducted As-Is To-Be Analysis of all Marketing functions, processes and reports with Stakeholders, including Senior Management.
• Developed RFP and Discovery documents for potential vendor partners.
• Conducted vendor selection and chose Confidential
• Acted as subject matter expert on all data feeds to the marketing database. This included Customer records, POS transactions, Web Customers and Transactions, and other master data such as products, prices, coupons, stores and employees. I had experience with this data from previous projects at Confidential .
• Partnered with vendor and users to write Business Requirements, Functional Requirements, Technical Requirements, Target to Source Mapping and other project documents (over 400 pages).
• Design the ETL specification for the 22 nightly data feeds to the Marketing Database. Worked with ETL Team to build production ETL code using Informatica. Performed the User Acceptance Testing on these feeds.
• Extracted data from multiple legacy systems for preparation of 10 year historical data load. Systems extracted from included IBM mainframe files, MySQL databases from web e-commerce system, old Counterpoint POS data files, old DB2 master data files for historical time periods.
• Used SSRS and MS Access to do daily data analyses on the data integrity of the feeds and on the load to the Confidential DB. Produced daily report.
• Used SQL, MS Access, Tableau and MicroStrategy to create various Dashboards and Visualization of Customers, Products, Promotion/Coupon Usage, Email Open Rates, and Zip Code promotion use maps.

Confidential, Hollywood, CA

Senior Business Systems Analyst

Responsibilities:

• Performed As-Is To-Be Analysis for this $30 billion Real Estate Investment Trust to determine what systems and process needed to be improved for future public offering.
• Evaluated and extracted data from legacy systems such as SalesForce.com, older version of Yardi Accounting System, and from numerous Excel spreadsheets used financial statements and for tracking Investor shares.
• Technical Tools: SSMS, Microsoft Access, Microsoft Excel, Salesforce, Yardi ERP
• Recommended improvements included transition from on-premises systems to cloud-based hosted versions of Yardi. Also migration of Excel-based forecasting to Yardi Budgeting and Forecasting module and Yardi BI solution.
• Presented detailed strategic roadmap that clarified costs and successfully influenced company’s long-term plans.

Confidential, Calabasas, CA

Senior Business Systems Analyst

Responsibilities:

• Implemented key Back-Office portions of the new POS systems for 850 stores.
• Implemented the APTOS CRM systems to collect customer data from the store POS.
• Designed process to feed new POS data from APTOS into legacy DB2 Database, and into Oracle EBS.
• Merged in data from old legacy systems including old Counterpoint POS system, and files from external direct mail marketing service running on an IBM Mainframe.
• Used MS Access to established hourly data integrity test of data-flows from stores to sales database.
• Used MS Access to compare data in new systems against legacy systems such as Counterpoint POS, DB2 database and Netezza data warehouse..
• Used MS Access to build reporting solutions for finance, tax compliance, store employee spiffs, inventory control/receiving, daily sales, and gross margins.
• Used Tableau to create Dashboards showing data-flows from the stores.
• Liaised with accounting team to address sales tax issues and requirements for future Vertex interface to Epicor.
• Developed Flow Charts of existing POS/GL Update process and those for the new POS /GL Update.
• Developed documentation for the integration of the new POS data flows into the existing legacy reporting systems. Tracked Bug-fixes and change requests in Jira.

Confidential, City of Industry, CA

Senior Business Analyst & Project Leader

Responsibilities:

• Brought on to resolve technical issues with ERP and build management reporting & planning systems.
• Used MS Access to identified issues in ERP with job costing.
• Found massive underreporting of cost of goods by $100K+ per month due to ERP process failures.
• Used MS Access to build data analysis reports for customer service, production, purchasing, and accounting, and FRX financial statements.
• Implemented executive data mart for historical reporting data and created executive information system for weekly management reporting.
• Used MS Access and Sql Server, to develop a Demand Planning and Forecasting Tool to ensure supply of products for major customers, such as Walmart and Costco.
• Improved/expanded legacy FRx reports to include additional companies.

Confidential, Torrance, CA

Senior Business Systems Analyst

Responsibilities:

• Worked with Staff to design patient referral and billing system.
• Wrote system using MS Access. Extracted data from legacy Excel spreadsheet based system.
• Converted years of historical records stored as Excel spreadsheets into MS Access records.
• Loaded approximately 5,000 patients into this patient referral system.
• Loaded all medical billing codes into the system.
• Loaded details on approximately 50 doctors for various specialties.
• Supported the operation, and trained new personnel as changes occurred.
• Wrote reports and made changes to the system as requested by the Director.

Confidential, Newport Beach, CA

Senior Consultant/ Sr Business Systems Analyst

Responsibilities:

• Managed project to design and integrate ecommerce system with seven legacy systems with 50K global users for Neways. Delivered content management-driven Web solution with local sites in 15 languages and converted local market databases to single Oracle database.
• Spearheaded development of new solutions and replaced legacy systems with ecommerce and ERP system to enable Arbonne to manage $400M in transactions, a significant increase from previous level ($125M). Improvements led to sale of company to new ownership, as well as my involvement in later conversion of Epicor to Oracle Suite.
• Implemented SalesForce.com for tracking calls from Distributors.
• Managed a collection of AS400 IBM Mainframe computers during a one year contract assignment as the I.T. Director at Wherehouse Records. This was during the sale of the company. Managed the transfer of data from Wherehouse to new buyer fye (For Your Entertainment).
• In most projects I had to extract data from legacy accounting systems to build new ERP implementations. Extracts done from Mas90, Peachtree, QuickBooks, Platinum for Windows, IBM mainframe systems and many more.

Confidential, Torrance, CA

Director of IT/ CRM Developer/ Sr Business Systems Analyst

Responsibilities:

• Using MS Access and SQL Server, I developed a custom CRM system for 50 users.
• Extracted CRM data from 15 legacy ACT Databases and merged them into new CRM system.
• Upgraded the Mas90 system to Mas200 (Sage100).
• Integrated ERP with CRM system for efficient transfer of orders.
• Developed web sites and ecommerce platform. Extracted data from old web platform and MySQL DB.
• Managed network of nine Windows servers, serving 100 users.
• Managed an I.T. team of five people.

Technology used: MS Access, SQL Server, MAS90, MAS200, Sage100, Exchange, Web Pages.