SUMMARY:

• An IT leader and technical architect with experience building systems and tech organizations from the ground up.
• Has run small and large teams with millions of dollars in programs and technology at stake.
• Leads teams while remaining hands - on with technology.
• Experienced in every facet of how organizations can best leverage their data, including establishing Data Governance groups and Centers of Excellence, into actionable information.
• Evaluates new technology and draws up clear implementation plans on how groups can use that technology to help make more informed decisions.
• Understands business and IT functions and facilitates communication between the two groups from C-level executives to hands-on developers. Mentors staff and nurtures potential into talent.

PROFESSIONAL EXPERIENCE:

Senior Principal

Confidential, New York, NY

Responsibilities:

• Management consultant advising executives in industries ranging from finance to open source technologies
• Designed and developed a Contract Lifecycle Management (CLM) system for a financial services client
• Stood up a Data Quality program within a client’s newly formed Data Governance group, creating an operating model, quantifying a vendor comparison for a DQ tool, and creating an architecture that could work within the organization’s overall Data Governance strategy
• Led a successful pre-sales effort that led to a $1.5 million contract for a data security and Data Governance project
• Led development projects at multiple client sites
• Built intellectual capital by documenting architecture and development techniques that I used on client projects
• Created the vision for, and managed, a project at a non-profit that digitized and consolidated their entire information inventory, allowing for reports that used to be manually compiled once a year to be compiled in near-real-time and on-demand, as well as freeing up multiple FTEs. Built a cloud architecture that set up a zero-footprint for onsite hardware.
• Implemented Agile projects, mentoring staff on the methodology. Created a hands-on SCRUM course for in-house training.
• The company’s first externally hired senior principal (rather than promoted from within)
• Created online training courses for junior consultants

TECHNOLOGY: VBA, R, Amazon Web Services (AWS), Data Governance, Data Quality, API

Associate Director

Confidential, Jersey City, NJ

Responsibilities:

• Converted the organization’s data stores into a service oriented architecture, reducing maintenance and development time and increasing flexibility for future enhancements
• Successfully turned around the company’s relationship with key clients by reorganizing and successfully rolling out key deliverables. Retained the business of one of the largest clients, saving the potential loss of $15 million in annual profit.
• Raised transparency, doubled production release frequency while slashing production issues down to 25% by implementing a formal SDLC process, based on Agile, in an organization that had lacked a formal development process.
• Organized the QA process to bring a fourfold reduction in the number of production incidents
• Took the company from a client-by-client view of data to an enterprise view by establishing a Data Governance process and Master Data Management (MDM) rules. This was the first step towards commoditizing data that aggregates information on hundreds of hedge funds.
• Brought a major project back on track by providing enterprise architecture documentation and an implementation plan for a total overhaul of the company’s front-end client web portal. Prior to my arrival, the project had fallen at least 6 months behind schedule and showed no signs of recovery.
• Saved millions in storage costs by introducing a Hadoop technology stack as part of the historical data retention strategy.
• Increased business adoption of the analytics system by introducing a time series solution using existing technology while minimizing performance and processing costs.
• Increased development productivity 33% without added headcount and increased L3 support capacity with zero increase in budgetary cost by establishing a new offshore development and support model.

TECHNOLOGY: Oracle Exadata, Oracle Data Integrator, OBIEE, GoldenGate, Java, Hadoop

VP, Data Warehouse

Confidential, New York, NY

Responsibilities:

• Created a new line of business for the organization: offering business intelligence and analytics to hedge fund clients
• Built the organization’s first business intelligence and analytics system from the ground up (single-handedly for phase one)
• Created a Data Governance process from the ground up and a home-built Master Data Management (MDM) system that included metadata and reference data, data dictionaries, and data rules and lineage mapping
• After a major corporate acquisition, expanded reporting threefold, increased data sources/volume/usage by 2X, all while reducing near-real-time transformation latency by 50% and maintaining a maximum benchmark query time of under 60 seconds.
• Evaluated new potential revenue streams including the creation of a machine-learning algorithm that matched a client’s hedge portfolio to those of other hedge funds based on similar strategies and recommended asset allocation changes.
• Created the operating model for how to successfully run projects with a cross-discipline team consisting of full-time staff and contractors spread across four countries (US, India, Ukraine, Hong Kong)
• Established Data as a Service in order to make changes to the system invisible to downstream consumers, allowing for a flexible system for future growth
• Rigorous attention to delivery and quality: Release iterations were every two weeks. In 6 years, the team missed only one schedule release (due to a fire that shut down the office for a week)
• System features:
• 24-hour availability and the SDLC process had around-the-clock development.
• Real-time OLTP and near-real-time analytics across multiple database servers loaded in asynchronous parallel for both replication and load-balancing.
• Complex transform processes involved 10 times as many fact table updates as it does new fact rows.
• Complete data history back to fund inception, offering both “as of” and “as on” reporting.
• Vendor-agnostic, modular and flexible to change.

TECHNOLOGY: Sybase 15, Sybase replication, SQL development, UNIX, Autosys, Netezza (Mustang, TwinFin, Striper), Data Services (Java), Jasper, Python, Pentaho, Hadoop

Data Architect (Contractor)

Confidential, New York, NY

Responsibilities:

• Data Architect for design phase of a reengineering project to redesign the business intelligence datawarehouse.
• Project manager for the development, implementation and test phase of the project. Analyzed the data, requirements and existing reports to create a data mart with transaction, customer and associate data.
• Managed a team of five to begin implementing the design.
• Created high level ETL strategy and design and oversaw the development team during coding, including task allocation, time management and day-to-day oversight. Main portion of the system was implemented within six months.

TECHNOLOGY: SQL Server 2005, Oracle Analytics, Informatica

Data Architect (Contractor)

Confidential, New York, NY

Responsibilities:

• Lead architect creating the logical and physical data models for the global data warehouse.
• Lead the team of developers and business analysts to create a comprehensive architecture. Created data flow diagrams and use cases to help the developers understand the process. Data included holdings, reference data and transactions.
• Financial instruments included equities, fixed income, alternative investments and real estate.
• Created a flexible design to accommodate data coming in from multiple sources including reference data from multiple vendors. Also created a design to in corporate maintaining historical data from these multiple sources.

TECHNOLOGY: Oracle 10g, Informatica

Data Modeler (Contractor)

Confidential, New York, NY

Responsibilities:

• Created logical and physical data models for the reengineering of the legal and compliance division’s data warehouse. Interviewed subject matter experts and business analysts to ensure the data model incorporated all requirements.
• Conducted data analysis of the source data and existing target tables.
• Created target to source mapping, and worked with the development team on ETL strategy using Informatica.
• Created the data model for a generic-table driven process to assist with part of the data processing.
• Designed both relational data warehouse tables and dimensional tables.
• Reengineered much of the legal and compliance data warehouse from the ground up. Designed exception management component to assist in data analysis and stewardship.

TECHNOLOGY: Oracle, Informatica

Data Steward (Contractor)

Confidential, New York, NY

Responsibilities:

• Created and documented processes for the data stewardship team in an environment responsible for consolidating customer data across multiple lines of businesses.
• This included creating overall data standards, defining reporting requirements, defining document templates for use when incorporating new lines of businesses into the central environment, and defining requirements for maintaining data in a production environment.
• Created data models to define areas of improvement in the database architecture and conducted business analysis to gather requirements for future use of the centralized customer data. Performed data analysis and data profiling to assess overall quality of the customer data.
• Created use cases and test cases for UAT and SIT testing and verified test results.

TECHNOLOGY: DB2, Ab Initio.

Data Architect (Contractor)

Confidential, New York, NY

Responsibilities:

• Coordinated the analysis, client interviews, development and testing of a data convergence project in the Private Wealth Management division.
• Wrote the technical specifications necessary to combine data from multiple systems into one reporting data mart. Interviewed business clients to gather requirements and better understand the data, and interviewed technical staff to better understand the processes that controlled the data. Designed the star schema data model for the data mart utilizing a design flexible enough to accommodate data from 12 different systems but simple enough for direct queries using BI and OLAP tools.
• Performed functional testing to ensure that the data mart met business requirements.
• Created test cases and coordinated testing for functional testing and UAT. Due to the lack of experience of the existing management team on datawarehouse projects, performed project manager duties as well, planning out the various tasks and phases of the overall project.
• Went to production in less than a year, operating at half the cost of the original system.

TECHNOLOGY: Sybase v 11, Informatica

Project Manager (Contractor)

Confidential, New York, NY

Responsibilities:

• Lead a team of developers to maintain the data warehouse and simultaneously work on new projects.
• Simultaneously managed several projects in addition to BAU work.
• Distributed work given by the client and managed the workload and deadlines of the staff. Created project plans and ensured that the goals outlined in the plans were met.
• Created a set of data standards to be used by the data warehouse team and lead weekly team meetings to get progress reports.
• This progress was then tracked using PVCS Task Tracker. Oversaw functional testing and UAT.
• Also performed the role of data analyst when other associates were not available to do the task.

TECHNOLOGY: Oracle.

Lead Data Modeller / Business Analyst (Contractor)

Confidential, New York, NY

Responsibilities:

• Lead a team of data modelers to create a conceptual, logical and physical data model of the entire Citibank North America retail, commercial and private banking business.
• Responsible for conducting the core data modeling and distributing assignments to the rest of the staff and meeting deadlines given to the client.
• Lead meetings with the client to discuss the progress of our work and ultimately to present the completed data models.
• Also participated in ETL design sessions.

TECHNOLOGY: Oracle, Erwin, IBM.

Lead Data Modeler (Contractor)

Confidential, New York, NY

Responsibilities:

• Created a unified logical view of the corporate data through the ODS design.

TECHNOLOGY: Data modeling, business analysis, SQL, ETL mapping, Oracle, PL/SQL, Erwin, WINS, SQL Navigator, data analysis, QA testing

Business Analyst/Data Modeler (Contractor)

Confidential, Hopewell, NJ

Responsibilities:

• Created a star schema and ETL mapping within an aggressive schedule. The database consisted of 7 dimensions, 6 facts, and 4 summary tables sourced from 8 DB2 tables and 4 text files.

TECHNOLOGY: Financial data modeling, financial business analysis, Informatica, Erwin, SQL Server, Siebel Analytics, gap analysis, Toad.