SUMMARY:

• Multifaceted, dynamic information management professional specializing in translating data into knowledge and providing technical solutions for the enhancement and standardization of financial operations and corporate analytics; Exceptionally broad knowledge base offering an invaluable combination of technical, financial, managerial, and strategic expertise; An analytical, passionate, and highly organized leader on projects that have involved multiple client groups & collaborative approaches; Strong communicator with the ability to motivate and inspire excellence and growth, creativity to envision the big picture, and the skill set and meticulousness to handle the details.
• Business Intelligence · Database Analysis and Design · Software Development Methods · Business Process Reengineering · Data Analytics and Financial Controls · Functional Requirements and Workflow Documentation · Product Development · Sarbanes - Oxley Compliance · Contract Management · ETL for Forensic Accounting · Auditing · Systems Selection and Implementation · Electronic Discovery · Document Imaging · Litigation Support

TECHNICAL SKILLS:

Programming: SQL, Visual Basic, C++, HTML, XML, PerlModeling: Unified Modeling Language (UML)

Databases: MS SQL Server 7.0/2000 (OLAP/DTS), Oracle (PL/SQL), SYBASE, MS Access

Business Intelligence Applications: Business Objects 5.0, Crystal Reports, Cognos

Process Workflow Tools: ProSim 5.0, Visio Professional 5.0

Data Analysis Software: MS Excel, ACL for Windows 7.0

PROFESSIONAL EXPERIENCE:

Confidential - New York, NY

Project Manager

Responsibilities:

• Supervise the scoping, development, and delivery of executive management and intricate metrics reports supporting client on-boarding decision processes.
• Provided project planning support on a data warehouse production environment initiative.

Confidential - Liberty Corner, NJ

Manager - Financial Technology Solutions

Responsibilities:

• Developed and standardized a system to reconcile and continually track inception-to-date financial data between two disparate billing and policy issuance systems totaling $3.8 billion in written premium; mitigated operational risks and exposure to statistical and financial policy data distortion, and complied with Sarbanes-Oxley regulatory financial controls
• Created database solutions for both the Collections and Deductible Billing departments accounting for approximately $47.8 million dollars in collections/recoveries; providing reengineered processes, internal audit controls, integrity to transactional reconciliations, project status tracking, data entry efficiencies, automated links to the corporate premium tracking system, and management reporting functionality.
• Implemented a set of management reports providing compliance information on contracted agreements and key management metrics covering Program Business with corresponding actionable control / reconciliation subsets.
• Built systems for the Financial Reporting - Expense and Disbursement Unit providing data entry, search, and management reporting capabilities to control and reconcile general ledger, business unit, and department financial transactions totaling in excess of $4 billion dollars.

Confidential - New York, NY

Software Production Manager

Responsibilities:

• In collaboration with the Chief Information Officer, spearheaded the establishment of the production facility providing electronic discovery services and knowledge management support to leading financial institutions and international law firms; services leveraged organizational Sarbanes-Oxley controls and provided evidentiary support to law firms.
• Primary coordinator and liaison for software and product development; defining direction, business requirements, and functional specifications for product enhancements, bug tracking, and change management of new releases.
• Established integrity controls, standard operating procedures, and workflow methods for data processing, output, reconciliation, quality assurance, software testing, and client support.
• Developed documentation and tracking tools for production, inventory, statistics, invoices, and client information.

Confidential - Houston, TX

Senior Consultant

Responsibilities:

• The client was Motiva, an Oil & Gas partnership of Shell and Texaco involved in downstream asset management. The project was part of the Corporate Analytics practice developing a data warehouse for integration with SAP, leveraging metrics reporting and analysis. As part of the technical team, designed the data warehouse using Business Objects; developed and modified databases to reconcile data between legacy systems and SAP; developed a cash flow reporting system to reconcile bank statements with the general ledger system; designed manuals and performed knowledge transfer of database business scope & functionality; provided ongoing technical support to clients and end users.
• Raytheon engaged the Financial Advisory practice to perform litigation support and auditing for a purchase price dispute with Confidential ( Confidential ). As the team lead for Dispute Technology providing support to a team of financial auditors, researched and analyzed client information systems and audited/documented Confidential accounting processes; extracted financial data from various legacy systems into databases used to discover, analyze, reconcile, and extrapolate accounting information into valuable financial adjustments in the purchase price dispute; created financial trend analysis reports; performed setup, configuration, and support of LAN providing network solutions to the project team.
• Confidential Inc. engaged the Financial Advisory practice for litigation support. The client was involved in a Sales Arbitration with Amgen Incorporated. As part of the Dispute Technology team, researched, analyzed, reconciled, and extrapolated market penetration information to be included in an Expert Report submitted as evidence in the arbitration.
• Confidential Inc. engaged Management Solutions & Services to manage the implementation of a document imaging system and integration with PeopleSoft. In a project management role, developed weekly client invoices, status reports, budgeted project expense reports, managed third-party vendor relationships/deliverables, performed workflow process, volume metrics, and functional requirements analysis for the scope definition, package adaptation, and construction phases of the project; assisted in implementation planning and demonstration tests; and mapped out existing and automated accounts payable and asset management workflow.
• Confidential Inc. engaged Management Solutions & Services to evaluate and select potential vendors for ERP packages, imaging systems, and title insurance software; and to perform strategic information systems planning to optimize the technical environment in preparation for subsequent implementations. As part of the selection team, performed research and analysis in evaluating various vendors leading to synthesized reports, presentations, and the facilitation of vendor demonstrations; developed business process workflow documents and assisted in acquiring functional/technical requirements as part of the optimization phase of the project.

Confidential - Houston, TX

Business Analyst

Responsibilities:

• Implementation of a corporate accounting system and financial reporting utility (Cognos).
• Web based search engine and procurement application.
• On-line claim form allowing efficient customer communication with the corporate legal department.
• Management and service measure reporting tool for the company’s signature software application.

Confidential - Houston, TX

Database Analyst

Responsibilities:

• Supported and facilitated projects for the technical analysis and commercial development group to determine cost/benefit of potential power plant acquisitions. Created, managed, and analyzed energy market databases. Performed data analysis to test and verify power generation and asset valuation models. Provided technical support and collaborated professionally in a team-oriented atmosphere.