PROFESSIONAL SUMMARY:

• Over ten years of experience in business/data analysis roles, mining and summarizing data using Oracle SQL, MS Excel and Access.
• Gathered requirements from users and stakeholders then translated those requirements into specifications for developers.
• Experienced in ETL, data mapping and implementing automated data processes from Oracle database to feed IBM AS400 Mainframe system.
• 20+ years of experience in Financial Services, Information Technology and Insurance Industries
• Seven years of experience writing technical specifications and using SQL, MS Excel and MS Access including creating summary reports from data mart
• Project Manager for software solutions across electronic trading, order management and clearing solutions
• Over five years managing data and implementations for front office equities electronic trading software, and middle office trade clearing solutions for derivatives trades under Global Capital Markets; including three and a half years customizing ETL feed from Oracle Database to Mainframe environment using XML program

SKILL:

Data Analysis * Oracle SQL * SQL Server * Advanced MS Excel * MS Access * Project Management * Functional Specifications * Account Management * Documentation * Requirements Gathering * Process Improvement * Change Management * Incident management and resolution * Testing and QA

PROFESSIONAL EXPERIENCE:

Confidential

Business/Data Analyst

Responsibilities:

• Assist Confidential in collaboration with Confidential collect several Million dollars that is due to them from Confidential
• Data Analyst to pull and analyze Confidential data from disparate systems using SQL Server to identify patterns.
• Separate data in to categories to find an automated solution and correct KIDS data

Confidential

Lead Business Analyst

Responsibilities:

• Data Analyst in Financial department of Major Insurance Broker for PeopleSoft to Workday implementation to create data mart for global headcount reporting
• Gather and document business requirements from finance stakeholders to identify data elements for Data Warehouse
• Analyze data to ensure development is in line with the specifications for BI reporting implementations

Technology and tools used: Oracle SQL Developer, MS Excel and MS Access

Confidential

Business Data Analyst

Responsibilities:

• Documented data dictionary for data mart
• Conducted data analysis via PL/SQL of financial and P&C policy holder data
• Produced functional specifications from Business Requirements
• Managed project and conducted QA to upload web usage data from Oracle into Salesforce, increasing productivity
• Documented testing scenarios to validate data from ETL feed for Global team usage
• Used complex formulas in MS Excel and Oracle PL/SQL front end SQL Developer for data analysis

Confidential

Technical Liaison/Account Manager

Responsibilities:

• Configured UAT environments and conducted testing during implementation projects and software upgrades
• Implemented automated derivatives clearing solution for customers. Managed installation, testing and QA
• Used Oracle SQL to extract and format data for ETL process.
• Edited XML code for feed to GMI back office mainframe system
• Gathered requirements, documented, and communicated to Development system enhancements
• Utilized Salesforce for incident management, change management and weekly incident report creation
• Identified process improvements, greatly reducing client server downtime
• Used Excel for management reporting including vLookups

Confidential

Information Systems Business Analyst

Responsibilities:

• Developed Field Rep productivity and retention reports using Business Objects
• Extracted and formatted data to create flat files for submission to regulatory bodies including Confidential and Confidential of Mortality data using SQL scripts in Oracle/Toad
• Gathered requirements and produced functional specifications for implementing new products
• Wrote and updated existing functions in APL (A Programming Language) for QA in development of new products
• Business Continuity Coordinator for Life Actuarial department. Developed Business Continuity plan for the department, coordinated technical aspects and participated in Disaster Recovery Testing. Documented test scripts

Tools: and technology used were: MS Excel Pivot Tables and VLookups, MS Access, Oracle SQL using TOAD

Confidential

Account Manager

Responsibilities:

• Account Manager for equities electronic trading platform.
• Responsible for building relationships, managing business needs of customers, users, solving problems and increasing client satisfaction
• Prioritized and communicated customer requests for new products and product enhancements.
• Performed software testing
• Provided technical specifications to Operations for additional FIX connectivity for external clients to execution platforms

Confidential

Sales Account Executive

Responsibilities:

• Developed list of over 200 prospects for mass marketing and cold - calling initiative for the reselling of Confidential Storage Area Network systems and software

Confidential

Account Manager/Project Manager

Responsibilities:

• Project manager responsible for full life cycle for electronic trading order management system to brokers on the Confidential
• Gathered business requirements for development of new handheld device and communicated enhancement requests to development
• Managed client relationships with nearly 70 Brokers on the Confidential and Confidential
• Exceeded 7% yearly growth rate quota for all accounts and increased client satisfaction

Confidential

Systems Engineer

Responsibilities:

• Provided technical desktop support in fast paced environment for Day Traders, CEO and managing directors of the company
• Configured desktop computers and laptops including installing Windows 95/98/NT and proprietary software

Confidential

Sr. Investment Computer Support Specialist

Responsibilities:

• Developed survey in Lotus Notes 4.5 script for use by the HR department
• Implemented NT rollout from Windows95/98, trained users. Implemented migration from cc: Mail to Lotus Notes Mail 4.51
• Provided technical support for over 70 users. Upgraded, deployed, and supported over 20 software packages on the network

Confidential

Sr. Client Support Representative

Responsibilities:

• Developed Crystal Reports for clients; installed software at client sites and trained users
• CNA certified Novell Network Administrator; Promoted from Technical Support Representative
• Provided technical phone support for over 600 clients for proprietary client-server purchasing software PO Writer written in Confidential
• Conducted monthly classroom sessions, wrote software documentation, tested software

Confidential

Network Administrator/ Programmer

Responsibilities:

• Developed computer program for renewals department written in Paradox PAL script
• Updated programs written in APL (A Programming Language)
• Novell Network Administrator and Technical Support for 50+ users. Supported network applications
• UNIX network administrator (10%)
• Passed part one of the Actuarial examinations
• Promoted from Actuarial Clerk after just six months
• Worked in Group Actuarial, prepared Quarterly Financial Statements