SUMMARY

• I am Information Technology professional with broad experience in Enterprise Information Management. This includes Data Architecture and Data Modeling, Program and project Management, Data Governance, Master Data Management, Data Quality, business intelligence strategy. Possess experience in Data Warehousing using Kimball and Inmon methodologies. With a prior financial career as a CFO / CIO, I have excellent strategic vision, project management, program management and managerial experience with organizational and motivational skills, with a track record of developing and improving departments into motivated teams.
• Experienced in CMM and SDLC development methodologies as well experienced in bringing process to system development teams. I have experience defining corporate data strategy to meet the information needs of the business. Financial background provides me experience with financial reporting, ROI analysis and designing data integrity, lineage and data quality into systems as well as managing to budget
• I have handled responsibility for sales presentations, client relations and overall program responsibility, budget responsibility and the management of development teams onshore and offshore in both consulting and corporate development environments along with international background in both consulting and corporate environments in the U.K., Egypt, Russia, Germany, Italy, Japan and Turkey.
• I have worked with large clients at senior levels such as Johnson Johnson, Corning, Pfizer, Standard Poor, AIG Insurance, Marsh MacLennan, Wyeth Pharmaceuticals, Warner Lambert and Schering Plough Kaufman Hall Investment Advisors.
• Multiple industry consulting with management experience in Transportation LTL Trucking and Ocean Transportation finance, system operations, Pharmaceutical manufacturing with financial and sales and marketing data warehousing, Insurance Industry Business and data warehousing, Manufacturing data warehousing and cost accounting. Have managed teams as large as 200 with experience managing off shore teams
• Specialties: Multiple industry consulting with management experience in Transportation LTL Trucking and Ocean Transportation finance, system operations, Pharmaceutical manufacturing with financial and sales and marketing data warehousing, Insurance Industry Business and data warehousing, Manufacturing data warehousing and cost accounting. Have managed teams as large as 200 with experience managing off shore teams.

Accomplishments:

Confidential

Director - Enterprise Information Management Practice

• Specializing in Strategic Architecture analysis designing and implementing Governance and Data Governance solutions Data Quality and Master Data Management solutions and. In addition I have significant experience designing and implementing custom data warehouse and BI solutions.
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• Governance and SAP MDM installation design, Data and Process flow design and analysis and data modeling of a Palo Alto custom application requiring redesign to add custom hierarchies and allow for remediation of 75 of existing application limitations caused the data model.
• Managing EIM staff developers and tool experts.
• Program and project management of clients

Confidential

Associate Director - Enterprise Information Management Practice

Acting a technical client manager in the Business Intelligence group at CareFirst Blue Cross Blue Shield in Owning's Mills, Md., managing 3 projects, An SSIS development with 3 resources, a Business Objects reporting conversion project with 1 BO administrator / analyst and 2 SSRS developers, and a .net POC testing the feasibility of selecting multiple SSRS reports and combing the output into 1 PDF report.

Confidential

Senior Business Intelligence Enterprise Solution Architect, Management Consultant, Project Manager, Program Manager, Financial Domain Expertise

Role consists of Client Facing Business Intelligence Architect designing data warehouse, data integration architectures and presenting those solutions to the client, client relations and sales development, Financial / Insurance industry SME responsibilities when required, with responsibilities for developing technology presentations, technical sales assistance data related pricing for RFP responses, Lead architect on projects, with expertise in Governance, Master Data Management, Data Warehousing Data Integration, Data Quality analysis and solutions, Conceptual, Logical and Physical Data Modeling, Data Mapping / business rules /required transformation, as well other data related subject areas.

Confidential

Principal Consultant

Hired to define Enterprise Information disciplines and create internal delivery skills and external presentations to increase company presence and assist in expanding the EIM group. Company direction changed and position eliminated after 8weeks.

Confidential

Principal Consultant

• I developed MDM business requirements, data cleansing requirements and configuration requirements for a major telecommunications organization. I subsequently decided to move back to general IT consulting around Enterprise Information Management.
• Role consisted of Client Facing Architect, client relations and Project Manager of Purisma Customer Data Hub installations. Additional responsibilities include technical understanding of the configuration of the Hub utilizing experience with Data Governance, Master Data Management, Data Warehousing Data Integration, and Data Quality as well other data related subject areas.
• The Purisma Hub is a Customer centric Master Data Management Hub CDI Hub that gathers multiple Customer sources, creates a Golden Record based upon configurable precedence, quality as well as other attributes and creates a composite of the best values from each source while creating a relationship of the sources to the Golden Record .
• As no two customers have the same environment, the success of the product is based upon understanding that environment, business rules and objectives so the parameters are configured to achieve the desired objectives and how the product is to be integrated with other systems. The product success is based on the consultants' ability to understand MDM from both strategic and tactical levels to make it successful.

Confidential

Senior Business Intelligence Enterprise Solution Architect, Management Consultant, Project Manager, Program Manager, Financial Domain Expertise

Role consists of Client Facing Business Intelligence Architect designing data warehouse, data integration architectures and presenting those solutions to the client, client relations and sales development, Financial / Insurance industry SME responsibilities when required, with responsibilities for developing technology presentations, technical sales assistance data related pricing for RFP responses, Lead architect on projects, with expertise in Governance, Master Data Management, Data Warehousing Data Integration, Data Quality analysis and solutions, Conceptual, Logical and Physical Data Modeling, Data Mapping / business rules /required transformation, as well other data related subject areas

Confidential

Data Warehouse Architect and Management Consultant

• An Analysis, Audit and evaluation to determine Sarbox compliance of the data warehouse of XL Capital. The review included design, performance, process maturity, and repeatability processes, including consistency completeness and approvals of documentation and the financial controls used to validate that the reporting marts balanced to the source systems on a monthly cycle with auditable documentation.
• Utilized combined SME, Data Architecture and CMMI / SDLC process knowledge to analyze the current state environment and variance from requirements of SARBOX Sarbanes Oxley regulations and variance from CMMI / SDLC best practices.

Confidential

Data Warehouse Architect and Management Consultant

An Analysis and assessment project at Vertex Inc. a corporate tax software provider. The project is to valuate existing tax database design and its data warehouse capabilities, propose changes, provide a logical model and define capabilities for Vertex's evaluation of a new product offering.

Confidential

Data Warehouse architect and Management Consultant

• An assessment project at Wyeth Consumer Goods evaluating current state and designing a solution to meet a future state based on business requirements.
• Evaluated current state of data warehouse
• Evaluated team skills and methodologies against best practices
• Worked with a business content consultant to understand business practices gaps
• Created a gap analysis document of current state
• Created a high level data warehouse architecture that resolves the variance between current state and desired future state designing a end to end retail supply chain analytical solution
• Obtained consensus from the client on direction and next steps

Confidential

Project Manager and Data Warehouse Architect contractor .

• Responsibility for the conversion of a Data Warehouse team from external consultants to internally managed.
• Interface with the business users defining requirements.
• Prepared High level goals and objectives for the data warehouse and manage priorities
• Analyzed current state and required changes.
• Created an organizational plan with project management.
• Managed the Cognos development team.
• Manage a staff of 10, which includes tech lead, developers and business/system analysts.
• Created Process flow diagrams and process guide to document SDLC process for group standards.
• Assist with overall architecture, data warehouse and BI star schemas

Confidential

Project Manager and Data Warehouse Architect on a contractual basis.

• Responsibility for creating the project plan and budget for an 8 million Data Warehouse project for Sales and Marketing analysis of pharmaceutical product, LOB, Sales Force, prescription by Physician with competitive product analysis. This required interfacing with 15 teams and providing architectural advice using Kimball Star Schema Methodologies.
• Prepared a consolidated project plan for 15 teams and a project timeline.
• Prepared resource requirements.
• Prepared a budget.
• Prepared a presentation to senior management for project review.

Confidential

• Management of a Data Warehouse group including strategy, architecture, project management, and staff management of the development, production support and enterprise reporting teams. Director of Data Warehousing at American International Group, Inc. AIG world's largest Insurance Company, creating and managing a data warehouse team of 35 resources. Responsible for a 10 Million budget. Provided data and reporting for sales and marketing, claims, operational and financial.
• Created and organized a department from initiation transferring the prototype warehouse from an outside vendor.
• Prepared and implemented the data strategy necessary to meet the domestic underwriting groups' objectives with planned integration of international data.
• Chaired the Working group of business users representing the underwriting divisions to define business requirements and priorities
• Managed the architecture including design using Kimball and Inmon methodologies for warehouse and data mart design, infrastructure, ETL and front-end delivery.
• Created a consensus among various divisions on uniform Key Performance Indicators Renewal Retention and Hit Ratio rules and improved accuracy and availability of the information through web availability using a custom Java front end.
• Created a process for alerting underwriters of potential risks with quoted policies and renewing policies such as high claims, industry risk, credit and other risks as relevant.
• Provided reporting via various methods including static reports using Web Focus, Cognos reports and cubes and custom Java based front ends managing the technology.
• Was the first group in the organization to be certified CMM level 2 compliant with level 3, 4 and 5 processes partially in place.
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• Utilized Software Development Life Cycle methodologies and improving the QA processes and change management processes.
• Managed the development teams improving run cycle, converting from weekly to daily updates and.
• Managed BI/reporting teams proficient in all aspects of Cognos, as well Java developers and Web Focus and knowledgeable in information delivery and dashboard design issues.
• Design methods of insuring data integrity with balancing controls, allowing the use of the warehouse for financial reporting.
• Managed an offshore production support team in India.

Confidential

• Managed the installation integration and configuration of an Enterprise Information Portal: Electronics Manufacturing. Acted as Project Manager, managing approximately 35 resources from Lucent, IBM GS and Ciber. Directed a team of 3 using Oracle on UNIX as database server, UNIX web server and NT as File server designed the architecture and assisted with integration with Netscape LDAP server and other software products at Lucent Technologies, Microelectronics Group, Berkeley Heights, NJ Designed system for tracking Net Transfer Prices at a Pharmaceutical manufacturer:
• Acted as Subject Matter Expert assisting in the design of a financial system for tracking and managing Net Transfer Prices and designed a product number harmonization methodology for Warner-Lambert, now Pfizer Morris Plains, NJ. Net Transfer pricing is a cost markup required by International tax treaty utilized when product is moved between international company locations. I managed a team of 2 IT and 10 accounting resources.

Confidential

Data Warehouse ETL Software and high availability solution designer.

I designed ETL application solutions to a variety of customers that required real time data replication and disaster recovery needs. I Utilized DataMirror software to move data between Heterogeneous platforms such as Mainframe, AS/400, Sun Solaris, and NT between Mainframe DB2, AS/400 DB2, SQL SERVER, Oracle or SYBASE. I managed the installation of high availability software on AS/400 systems.

Confidential

Data Warehouse for Financial and Sales Reporting and Analysis:

• Acted as the Project Manager and Architect of a Data Warehouse using Kimball methodologies designed for financial reporting and Sales reporting and analysis as well as commission management for Johnson Johnson, Ortho Clinical Diagnostics, Inc. Raritan, NJ: Managed a team of 7 resources.
• Sourced data from J. D. Edwards financial and inventory systems, requiring understanding of its unique data structures and financial controls.
• Created accounting controls and balanced to the general ledger satisfying the financial community of the Data Warehouses accuracy.
• Created daily incremental refresh of the data warehouse on an AS/400 and daily updated reporting.
• Introduced COGNOS Impromptu and Powerplay as the reporting and BI tools.
• Designed a DW for recall of product
• Product master data management
• I managed a technical migration of multiple applications from an old AS/400 to a new AS/400 at Confidentia with 2 resources.

Confidential

Facilitated a group of 7 to design an R D project status system and created detail design specifications for the programming and reports. Facilitated an activity analysis of the Engineered Materials division accounting department to find the root cause of activities and determine methods of simplifying accounting systems. These were conducted at Allied Signal, Corp, now Honeywell , Morristown, NJ.

Confidential

• Kepner-Tregoe is a professional service organization that provides services to improve processes and educate management and staff about good management practices, problem solving and decision making and project management as well as assist with solving unique problems.
• Because of my background in senior management, which gave me the recognition and ability to communicate with senior management as well as the combination of experience in finance, accounting and information technology, I was responsible for the management of the details and presentation of analysis. I was teamed with various professionals mostly PHD's with no actual business experience . Depending upon the project this could be as many as 10. My technical skills allowed me to extract data from various systems using data warehousing concepts, analyze, cost adjust and balance to accounting records to demonstrate issues and potential solutions. This required good communication skills and the ability to convince executives of the derived conclusions.
• Key Projects included: US Distribution Channel Examination Shipment Practices:
• Created a specialized database with data extracted from the order systems of ODSI and JJCD to analyze shipments to examine distribution activities by shipment type e.g. frozen, refrigerated, ambient . Project output included Excel and graphical presentation of where, how and at what cost shipments were taking place. In some organizations this is known as Distributed Resource Planning. This project was for Con fidential.
• Project Prioritization, Resource Planning:
• Created a database and reporting system to keep track and methodology to measure the portfolio of major projects to KPI's in the organization comparing their Strategic alignment with business objectives. Involved in obtaining and analyzing the data and making presentations to the Managing Board of the organization of Confidential
• Global Product Profitability Rationalization:
• Created a data mart for the purpose reducing the complexity of various aspects of the organization for product rationalization . Database creation was accomplished by merging divergent order fulfillment files from 6 operating units including US, Italy, France, Germany, UK and Japan. Data was merged, cleansed and provided with reports examining sales , units, average selling prices, put-up configurations, standard gross profit, and inter-company gross profit. At project conclusion a full day presentation to senior management of Johnson Johnson, Ortho Clinical Diagnostics, Inc. Raritan, NJ and Johnson and Johnson corporate approx. 50 people . This project-required travel to Japan, Germany and Italy to analyze local products, product costs and acquire data.
• Customer / Product Profitability Rationalization:
• Created a data mart in a relational database and reporting to Data Mine and provide information to re-engineer manufacturing and reduce customer / product complexity. Utilized activity based costing to analyze and correct profitability. Output was sales by product profitability, Sales by customer by volume and profitability and analysis of high and low volume products by customer to determine buying patterns. This process was duplicated for Confidential . at three of its facilities including one in Confidential.
• Process Analysis of Financial Systems and Workflow
• Created process flows of financial systems to determine redundant work with the purpose of re-engineering the systems at Confidential
• Configured and implemented theConfidential. Edwards accounting, Accounts Payable, Accounts Receivable and Project costing modules. Reduced the closing cycle time and improved financial and managerial reporting. Because of automation and simplification of financial processes, was transitioned to field consulting to utilize my financial and IT knowledge.

Confidential

Chief Financial Officer and CIO

• Chief Financial Officer and CIO, managing a staff of 35 people responsible Financial and Information Technology strategy and tactical implementation of financial and operational systems as well as developing the organization necessary to support finance account and Information Technology. During my tenure the company grew from 25 Mill to 500 Mill in revenue.
• Developed the organization and staff for both the IT and Financial groups.
• Installed financial systems to improve reliability and reduce the closing cycle by 50 .
• Designed a new custom accounts receivable system to meet unique needs of LTL trucking.
• Improved cash flow and reduced receivables to 45 days outstanding from 65 days.
• Created accountability reporting providing the management staff information to manage the business.
• Utilized activity based cost accounting to improve profitability.
• Managed the migration from System 34 to System 38 to AS/400 platforms.
• Managed the development of a 7/24 uptime IT organization to meet operational needs.

Confidential

Director of Corporate Finance

• Chief Financial officer of a 500 million steamship company managing a financial staff of 45. I have extensive financial relationship experience, accounting and financial reporting experience. I have extensive international experience managing overseas operations negotiating international contract relationships. I was additionally
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• responsible for managing the relationships with 7 vessel brokers in various Mediterranean countries. My duties required extensive international travel to Egypt, Italy, Turkey, the Soviet Union and the UK dealing with local issues.
• HR, MS Project-advanced, Cognos Impromptu and Powerplay.

Technical Proficiency:

Kimball and Inmon design methodology of data warehousing, Project Management, SQL and AS/400 CL programming Languages. Microsoft Access, Microsoft Project, Word, Excel, PowerPoint ERrwin data modeling ver 8.2, Sybase Power Designer, VISIO, Crystal Reports, SAP B/W, Genio ETL, DataMirror ETL and Fail Over software, COGNOS version 7.0 Powerplay and Impromptu, J. D. Edwards financial systems, Infinium 2000 Human Resources. Experience with the use of Oracle 9 and SQL Server 2008 R2 databases. Training in CMM Capability Maturity Model and Software Development Life Cycle training..