AREAS OF EXPERTISE

• BI consultant, Technical Business Analyst, SQL and ETL Developer, and PM. Professional experience with:
• Bus. Intelligence (BI), Data Analysis
• Data modeling, Data Warehousing
• SSIS, SSRS, SSAS Cube development
• Microsoft / Oracle SQL platforms
• All levels of application and data testing, design, and implementation

TECHNICAL SKILLS

• Mercury Quality Center, Team Foundation Server (TFS), Visual Source Safe
• MS - SQL Server, T-SQL, Visual Studio, Visio, UML,MS-Project, Access, PowerPivot, Excel
• SSIS, SSRS, SSAS, Dashboards, Power BI, QlikView (Tableau), studying R and Hadoop
• SharePoint Server, Salesforce, RAD, Agile, Oracle PL-SQL, Sybase-SQL, UML

PROFESSIONAL EXPERIENCE

Confidential - Nashville, TN

BI Consultant - ETL / QA

Responsibilities:

• Responsible for interface data extracted from several medical Insurance systems, and transferred daily to HEB Grocery Corporation. Researched process issues, corrected data anomalies, and implemented requested data changes and related reporting.
• Wrote new and updated existing stored procedures to improve processing, reduce system overhead, and provide audit trail of data transfers.
• Reviewed and documented the Year End 2018, 1099 tax process identifying and mapping source systems and files.

Confidential - Hartford, CT

BI Consultant - ETL / QA

Responsibilities:

• Identified and researched customer source databases and files for mapping and converting data fields to new Insurity Workers Compensation application.
• Created SQL and stored procedures in new staging database for extracting, converting, and cleansing historic policy data and reference tables. Reviewed final mappings with customer data experts and tested SQL and staging table loading. Documented all data changes and related extract iterations for regression testing.

Confidential - Charlotte, NC

BI Consultant - ETL / QA

Responsibilities:

• Responsible for interface data extracted from the WINS Statement of Record (SOR) source to a new Insurity integrated Data Repository and Warehouse for the Billing, Deductible Billing (DBS), ISO, and Claims Applications.
• Wrote the Balancing Strategy Documents for customer approval, developed SQL queries, stored procedures, and SSIS packages to support the strategy, and balanced against detailed criteria through all stages of data conversion.
• Performed all balancing cycles for source Application SOR Data Extracts, related staging tables, and target database. Moved Billing and DBS SOR data to new Production Database after sign-off from business team.

Confidential - Addison, TX

Senior BI Analyst

Responsibilities:

• Designed Data mart and developed automated bank reconciliations for Premium Accounting group extracting banking data daily using T-SQL, SSIS, SSRS, and PowerPivot. Created 60 daily Banking Reconciliation Reports across five unique bank files. Responsible for unit testing through user acceptance testing (UAT).
• Developed requirement documents and tested SQL scripts, SSIS, SSRS, and SSAS packages developed by myself and BI team. Responsible for final TFS source control sign-off.
• Designed and Implemented OLAP cube using SSAS to analyze Product Sales. Reports included daily premium, PIF change, and quotes on a 10 day trends, MTD, and 6 month trends. Reports were distributed based on market, channel, product and coverage hierarchy.
• Sourced and added claims fact data to data warehouse and 4 terabyte SSAS Cube for development of Agent Scorecards and Dashboards for performance evaluation of 650 Agency’s based on policy retention and claims losses over a 3 year history.
• Migrated Cubes from MS-SQL Server 2008 R2 to MS-SQL Server 2014.

Confidential

Consultant

Responsibilities:

• Mapped data, and designed and developed MS-Access and MS-SQL queries and databases for converting Fixed Asset data from five subsystems to new SAP (R-4, R-5, and R-6) database requirements. Wrote SQL to compare final imported SAP data to original extract database to meet UAT requirements.
• Designed financial reporting database that included data traceability to support audit functions for KPMG, Protiviti and SOX. Responsible for system analysis, implementation, and interfacing to MAS-500 GL.
• Designed cross-system control reports for application testing. Worked with vendors and Operations to prioritize and implement software enhancements
• Documented data sources for over 100 Monthly and Quarterly Management Reports (SSRS) surveyed managers and data analysts to determine data issues and requirements.
• Defined all data sources and mapped fields for inclusion in a central Data mart.
• Identified 30 data gaps and new database requirements for gaining reporting efficiencies and process improvements (SSIS, SSRS, SSAS).

Confidential

Account Manager

Responsibilities:

• Account Manager of seven Corporate Accounts including Canada Bread, Confidential South Africa, and Shamrock Foods responsible for the integration and development of handheld software and wireless communications (WAN, LAN, PAN) to meet client’s unique requirements for Presales and Delivery management, accounting, and financial reporting.
• Responsible for Project Management from Customer business requirements definition and design; hardware and data integration; solution implementation and support (MS-Project Server, MS-Office; Visio; SharePoint Server - Project Documentation, Salesforce Contact Management, and Mercury Quality Center).
• Mapped data and established Mid-tier databases and related stored procedures for file imports and exports, data cleansing and back-up. (MS-SQL Server, MS-Visual Studio, Sybase-SQL Anywhere, MS-Excel, MS-Access, C#).

Confidential

Financial Systems PM

Responsibilities:

• Managed programming and analysis staff and worked with corporate department heads managing the system development process to meet business and financial objectives through application software programming.
• Managed corporate wide legacy database conversion of 2400 sales and terminal locations, Corporate Cost centers, and general ledger account structure for feeding revenue, expense, and mileage to our Oracle Financials System.
• Managed overall project and implementation of software to establish a new Driver Payroll Application to meet contractual requirements for 4000 GLI full time and temporary drivers.
• Interfaced system to Oracle Financials and ADP.

Confidential

Sales Systems Manager

Responsibilities:

• Project manager for Budweiser and Eagle Snacks Retail Sales Communications (ERP) Systems leading project teams during the design and implementation of systems impacting Eagle Snacks and Confidential ’s functional departments and major wholesalers and retailers. (MS-Project, MS-Office, MS-Access SQL, Clipper SQL, Visual Basic, Oracle 8 PL-SQL, Workflow-plus)
• Managed overall project and implementation of software to establish Retail Sales Warehouse for 80% of sales volume involving 120 Wholesalers on ten major Wholesaler Systems.
• Developed project database for tracking and benchmarking site conversions, account mapping, VAR financial package status (WCS, Solomon, J.D. Edwards, Great Plains) Field Rep. training; and reporting status for ESI’s 230 Wholesaler family.
• Developed warehouse, designed reports, and provided financial data for the control and tracking of ESI’s $60M discount budget.
• Initiated DEX file transfer and related programming for Confidential Wholesalers working with five major retailers.
• Planned and designed the HHC “Snack Package” for use by Eagle’s 230 Wholesalers and upgraded Wholesaler DSD routes from 55% handheld usage to 85%.
• Worked with Oracle DBA’s to ensure parallel processing architecture met Data Warehouse requirements.

Confidential

Financial Analyst / Sales Accounting Mgr

Responsibilities:

• Managed a fifteen member project team implementing Confidential Enterprise’s BASIS Sales System which merged the varied technologies of handheld computers, PC based automated dispatch, and an AS-400 based Sales System. Traveled 100% and on call to users 24 hours.
• Coordinated the data conversion of 90,000 customers (IDMS & CICS) within the Texas Region to the new BASIS file structure while implementing the BASIS Accounting System throughout the Southwest. (MS-Office; FOCUS, AS-400 Query, I-Tech Accounting)
• Prepared the Annual Operating Plan for the Central Texas Division consisting of seven sales centers and two production centers.
• Trained Planning Analysts on use of I-Tech’s DDA-G/L software to obtain online G/L account variance analyses and reports, improving month end review by one week.
• Coordinated Sales revenue and COGS preparation for twelve divisions and Coordinated preparation and roll-up of operating expenses for two Regions.
• Developed FOCUS programs to obtain timely sales data for margin and lift analysis as well as Financial and Sales Analysis needs.
• Coordinated Accounting System conversions of six bottler acquisitions and various territory realignments to SODA System and DDA-G/L System.
• Negotiated the capital request to obtain approval for $750K in handheld computer equipment with a two year payback and a 42% IRR.
• Planned and directed the Valley Confidential Bottling Sales System conversion to the Texas Area’s SODA System and CICS Full Service System. Determined system requirements, data mapping, and user training ensuring no system downtime and smooth yearend cutover.
• Managed Sales Accounting Department consisting of thirty administrators and three supervisors.
• Reduced expenses through centralization of Route Accounting from ten remote sites.