SUMMARY:

• Financial Services Industry Consultant specializing in Business Intelligence, Data Warehousing and Data Governance in the Financial Services industry and has been certified by Confidential as a Financial Services Consultant in Banking and Insurance. A total of 35 years experience including over 17 years of diversified consulting experience demonstrating strong analytical abilities in IT strategy, architecture, process design and enterprise information systems planning and integration. Having engagement management and technical skills combined with knowledge of a Business Intelligence Architecture and solution design has proved to give clients high quality deliverables for solutions. Prior experience was as a mainframe programmer in COBOL and BAL Assembler for various companies.

PROFESSIONAL EXPERIENCE:

Confidential

Senior Consultant/Project Manager

Responsibilities:

• Major retail bank to coordinate and manage the efforts in producing an analytic layer for mortgage in an e - lending architecture. The reporting analytic areas includes Relationship Management, Profitability, Asset and Liability Management, Risk and Compliance. The project also include aspects of Data Governance for Data Quality, Data Lineage, Master Data Management and Metadata. The management of the project was done using the Agile Methodology.
• Major investment bank to coordinate and run a data governance project to compile evidence of data lineage and data control around quality from 25 stakeholders to adhere to federal regulations. Worked with the stakeholders to ensure the information provided conforms to the banks standards for data governance and that the information is complete as per SOW requirements. The delivered products were then evaluated by the Market Risk Management team and later as documentation to federal regulators. The management of the project was done using the Agile Methodology.
• Major communications Company for multiple projects of their Managed Systems which includes the Financial Data Warehouse, Payments Systems, Executive Dashboard and the Time Warner Cable conversion. The management of the project was done using the Agile Methodology.
• Major investment bank and retail banks to provide project requirments for multiple data governance areas including data provisioning, Service Level Agreement between providers and consumers of the data, data quality, etc. pertaining to the clients data project.
• Major investment bank to review models produced by the line of business models and requirements at an abstract level to ensure the line of businesses model adheres and conforms to the architectural patterns and standards of the enterprise data model built from Confidential 'S Banking Data Warehouse.
• Managed a team consisting of contractors and bank resources on a six week MDM project to deliver the business requirements, an MDM “playbook” that details how data gets from applications into MDM, and an implementation plan.
• Guided the expansion of their Banking Data Warehouse model to include data from a conversion project from Total Systems to First Data also managed the business and data requirements of that conversion project.

Confidential

Senior Managing Consultant

Responsibilities:

• Implemention of a new master scale rating system by multiple systems and business units to ensure that the bank can implement on time for Basel II compliancy by documenting scope, risks, issues, questions, etc and remediation or escalating when necessary while making sure all areas can make their necessary changes to accommodate the new master scale ratings without impact to the implementation as a whole
• Proof of concept for a solution outline and implementation roadmap to design a new reporting architecture property and auto company using Confidential ’s industry standard data model, IIW
• Retail Credit Risk documenting business and data requirements and assisting in the mapping source system data to the target Banking Data Warehouse (BDW) environment utilizing the models Business Solution Templates (BST) for Risk, Profitability, Relationship Management and Compliance.
• Led team to gather business and data requirements on a solution outline and roadmap project using Confidential ’s industry standard data model, IIW
• Led team to gather requirements for a database used for demutualization requirements
• Worked with research analysts and scientists to analyze a view of a future trading architecture and provide observations, best practices and recommendations for the usability, technical feasibility, potential alternatives, and time to realization of the architecture
• Development of a Best Practices methodology which broke down the Basel II compliancy guidelines into business and data requirements and associated those requirements to the data elements contained in the Banking Data Warehouse (BDW) data model
• Data Governance facilitator to the client team to put a data governance policy in place and determine the banks maturity level of ongoing project using Capability Maturity Model Integration (CMMI) methodology
• For Metadata Architecture, Data Quality and Data Provisioning
• For multiple AML/Fraud projects using Searchspace, Actimize and Mantas vendors.
• For a “not for profit” financial services company to help them define the business requirements around the product and finance areas for their Enterprise Data Warehouse data model to support reporting, analytics and trending
• Review requirements for an AML solution and assist the client in determining which potential AML third party vendors would fit their needs in terms of the available data
• Confidential Data Governance Instructor and Mentor in Data Quality, Metadata, Data Provisioning and Data Lineage
• Project Management methodology in Agile and Waterfall
• High level knowledge of ETL tools such as; DataStage, Informatica, Ab-Initio, and ETI EXTRACT
• ETL architectual consultant, data architect and business analyst for an ODS design on various projects in the Public, Healthcare and Industrial Industry
• Knowledge of AML/Fraud Strategy and Deploment Tools Searchspace, Actimize and Mantas
• Knowledge of Confidential Infosphere Platform
• Worked with executive teams to assist in selling business developing Proposals and Statements of Work resulting in project signings.