SUMMARY

• Over 15 years developing enterprise BI solutions to include defining trends and regression analysis for finance departments, energy companies and medical software companies
• 12 years in data analysis and report development against Oracle and SQL Server databases
• 10 years using SQL Server Reporting Services(SSRS): Report Scheduling, On - Demand Reporting, Ad Hoc analysis and data driven reports
• 10 years in advanced report authoring, parameter driven reporting and report deployment using SQL Server Reporting Services
• 6 years in leading and participating in requirements gathering sessions and producing BRDs, process flows and design docs specifically used for financial reporting
• 4 years moving data from disparate systems into data warehouses and other relational tables using SSIS/DTS
• Almost 1 year in SQL Server 2016 using SSIS, SSRS and T-SQL, SQL Data Tools and Visual Studio
• Strong ability to customize existing reporting templates through conditional formatting, interactivity (drill throughs & drill downs), charting

TECHNICAL SKILLS:

Development Applications: Visual Studio 2003/2005/2008, SQL Server 7/ 2000/2005/2008 R2, Oracle 9/9i, 10g Client, SQL Navigator, Embarcadero, Toad, Goldmine, Visual Slick Edit, Access, Excel, PowerPoint, Word, Outlook, Visio

Advanced Tools: SSIS/DTS 2008R2/2012/2016, ODBC, DAO, ADO, Active X Objects, Query Analyzer, PeopleSoft Query Manager, SourceSafe, Team Foundation Services, SVN

Languages: T-SQL, PL/SQL, SQL(Basic), VB .Net, VB, VBA, VB Script, Java Script

Reporting Tools: MS Reporting Services 2000/2005/2008 R2/2012/2016, Access, Excel, Crystal Reports/ Crystal Reports Viewer, Brio, COGNOS.

PROFESSIONAL EXPERIENCE

Business Intelligence and Data Warehouse

Confidential, Carrollton, TX

Responsibilities:

• BI Manager for a 15 member Business Intelligence and Data Warehouse Team to include an offshore QA component
• Built BI Team from the ground up and hand-picked 80% of team personnel
• Integral in the development of a new data warehouse, ETL and reporting products built from the IBM Stack (Netezza, Informatica, COGNOS)
• Led the data migration of five 3rd party loan management systems into the go forward company POS (Oracle 10)
• Gave the MDM Customer matching process a complete face lift by redoing entire match and merge process based on new business rules
• Spearheaded the development of the new ODS (SSIS 2016/SSRS 2016) changing the latency of operational reporting from 1 day to 1 hour
• Created and launched the new Enterprise Reporting System in SSRS 2016 for operations and FP&A which also included KPIs and Mobile Reports for the executive teams
• Championed the development of the new Month End Reporting suite (SSRS 2016) that reduced both the month end variances and time needed for Finance and Accounting to complete close events
• Absorbed tons of business knowledge and drove countless brainstorming meetings on new product development, product migration and compliance/legal rules
• Built CashWise integration to ETL data from MS Excel spreadsheet to financial reporting tables (SSIS 2008 R2)

Sr. Reporting Developer

Confidential, Alpharetta, GA

Responsibilities:

• Team Leader for a 5 member report development team
• Held code reviews, brainstorming sessions, and design meetings
• Trained team on SSRS 2008R2, business rules, development techniques and design approach
• Built over 30 high level reports and report templates from the ground up in SSRS 2008R2
• Held requirements sessions, bug triages and code reviews with development team and QA personnel
• Gathered requirements and integrated Great Plains data into Data Warehouse to include a complete suite of financial reports
• Created and debugged complex stored procedures and functions on a daily basis
• Developed SSIS Packages to integrate data from disparate sources into Data Warehouse
• Provided advanced level reports including charting, passing multi-value parameters, drill down, drill thru, cascading parameters and conditional formatting

SQL Reporting Services Architect

Confidential, Rochester, NY

Responsibilities:

• Held analysis sessions with users and management to gather reporting requirements for Data Warehouse
• Used excel spreadsheet reports to reverse engineer complex report requirements and provided ideas for process improvement for future state of reports (included mock ups)
• Immediately added value by holding SSRS Demos, SSRS on Report Builder, and establishing company templates for reporting
• Led Gap Analysis sessions, data model review sessions, created technical documentation and implemented a web-based reporting knowledge base
• Provided advanced level reports including charting, passing multi-value parameters, drill down, drill thru, cascading parameters and conditional formatting
• Managed report scheduling, caching and usage
• Analyzed PeopleSoft reports for possible conversion to Reporting Services or Cognos

Sr. Reporting Analyst/Developer

Confidential, Los Angeles, CA

Responsibilities:

• Gathered requirements from analysis sessions and data model reviews to deliver complex reports to stakeholders (SSRS)
• Converted over 40 complex reports from old database schema to new schema using data model, business knowledge and only 10% reusable code (Oracle/SSRS)
• Created “Self Help” reports for departments to control basic ad hoc needs (SSRS)
• Developed and debugged stored procedures used for data migration, and reporting (Oracle)
• Provided gap analysis to manage data Wave Migrations across software versions

Sr. Reporting Analyst/Developer

Confidential, Atlanta, GA

Responsibilities:

• Project implementation lead for “First in Kind” financial forecasting/reconciliation application that integrated new technology and spanned three departments
• Report Development Lead for enterprise reporting solution that automated reports for Actuals, Current Year, Budget/LRP and Ten Year Financial Outlook Summaries
• Designed Month, Quarter and Year End reporting process cutting GL reconciliation time in half
• Developed project plans that included risk management analysis, risk schedules and Gantt Charts to track milestones and task completions
• Used DTS/SSIS to migrate data from disparate source to include txt. and .xls files
• Reverse-engineered over 30 high level reports which created checks and balances for business requirements document, data dictionary and data model
• Held analysis sessions and compiled and produced an official requirements document that satisfied business needs and Sarbanes-Oxley
• Authored over 60 reports in Reporting Services that mimicked existing MS Excel reports (95%)
• Constructed and implemented Ground Line Treatment Application (MS Access/VBA) which managed data for all utility poles and accessories in Georgia from the ground up.

Data/Conversion Analyst

Confidential, Atlanta, GA

Responsibilities:

• Received a total of 20 million in volume allowance (distributor revenue) from over 6000 transaction files by over 300 distributors on a monthly basis
• Created MS Access application that pinpointed weaknesses in distributor reporting and refocused distributor/company communication
• Implemented Error Tracking System which created the opportunity to recover lost revenue from unprocessed transactions during monthly loads
• Team leader for a 3 personnel data conversion/analysis team
• Maintained 98% processing rate for all loads including migrating data from 3rd party tools to SAP
• Converted over $40 million in bank revenue data files from major banks on a monthly basis
• Designed in-store banking app to record branch production and best practice implementation
• Constructed a demographics and sales database that uncovered market trends and territorial needs
• Fashioned reports to highlight maximum, median and minimum performers in DDA accounts, loan categories, deposit mixes and fee income