SUMMARY:

Self - driven engagement leader, business intelligence architect, management & technology consultant, financial services & banking subject matter expert (SME), and technical project manager, with ten years of experience in agile and waterfall methodologies, data modeling & data warehousing, complex data analysis, ETL development & architecture, .NET, digital strategy, technical business analysis, data visualization & advanced analytics, quality assurance engineering, and business process improvement, responds to new challenges and resourcefully solves problems in a multitude of industries.

SPECIAL SKILLS:

Software: SQL Server 2012/2014/2016 & Prior, Visual Studio 2010/2012/2013/2015 & Prior, TFS, WhereScape RED, SSIS, SSRS, Tableau Desktop & Server 7.x/8.x/9.x/10.x, Alteryx Desktop & Server 10.x/11.x, Power BI, Salesforce, Workday, Red Gate Products, Metric Insights, Qlik Sense, Mulesoft Anypoint Studio, MS Project, MS Visio, MS Excel Advanced, Bloomberg Terminal & Request Builder, Adobe Photoshop, ArcGIS, TurboTax, Pragmatic Works, DataRobot, R Studio

Programming Languages & Other Skills: T-SQL, Teradata, PL/SQL, Netezza, SQL (ANSI), INFORMIX, Data Modeling (Application and Dimensional Kimball ), ETL/ELT/ELTL, ASP.NET MVC, VB.NET, JavaScript & JQuery, LINQ, Entity Framework, R, Python, C++, Java, COBOL, Shell Scripting, PowerShell, Active Directory, Predictive Analytics and Classical Statistical Techniques (Including Data Science Concepts), System Integration, Enterprise Service Bus (ESB), Networking, Partnership Taxation, Financial Analysis and Modeling, Risk Analysis & Risk Management, Investment Banking, Derivatives, Banking, AWS (Amazon Web Services), NoSQL Databases (Including Document, Key/Value, Column-Oriented, and Graph Databases)

Credentials: Tableau Desktop 9 Qualified Associate, AWS Technical Professional Accreditation, AWS Business Professional Accreditation, AWS Certified Solutions Architect - Associate Certification (Expected Early 2018), Alteryx Partner Certification (Expected December 2018), DataRobot Essentials Certification

Language/Other: Professional Working Proficiency in Spanish, Limited Working Proficiency in German, Lapsed U.S. Government Secret Security Clearance

PROFESSIONAL EXPERIENCE:

Confidential, Dallas, TX

Data Engineer / Technical Architect

Responsibilities:

• Chiefly responsible for working with loan operations senior management and FIS software implementation vendor staff to make decisions on complex mapping rules and logic to transform data from a legacy loan core servicing platform to be retrofitted for a new platform, as well as making all architectural decisions, developing, and implementing solutions using a multitude of approaches.
• Specifically worked on the items of highest complexity including primary & secondary billing schedules, invoices, accrual schedules, and various other loan and facility-level deliverables.

Senior Technical Business Analyst / Technical Architect

Confidential

Responsibilities:

• Tasked with creating hybrid business, functional, and technical design requirements documents for the systems integrations impacted by the change from one loan core servicing platform to another.
• Core responsibilities grew to architect integration design approaches, supervise and approve documentation and technology implementations by quality assurance, solution delivery, application operations, and networking teams.
• The role of SME on all things related to systems integrations pertaining to the “Loan Core” project was assumed.

Data Warehouse Developer / ETL Developer

Confidential

Responsibilities:

• Primarily responsible for building a core banking enterprise data warehouse, finance-related data marts, and cloud-based application backend repositories to integrate and synchronize application data with data from other systems and the core banking platform’s mainframe.
• Diligently worked with SSIS and Pragmatic Works Task Factory to develop an enterprise data warehouse using dimensional modeling techniques and data warehouse best practices including having a consolidation, staging, operational data store (ODS), error logging, and reporting layer utilizing merge statements and MD5 hash (as checksum) and strong metadata management and logging.
• Created SSIS infrastructure to synchronize Salesforce objects with core banking master data.

Solution Architect

Confidential

Responsibilities:

• Worked with a multitude of data inputs including Teradata Data Labs, spreadsheets, flat files, and CSV files processed via Alteryx to assist in the creation of data sources to be used for reporting purposes.
• Built Alteryx workflows to cleanse and transform flat file data to be consumed by Tableau.
• Delivered several “deep-dive” Tableau dashboards and advised on both best practices and design patterns for use by the client for future work.
• Created over 150 pages of documentation for the entire engagement for all work completed by the Slalom team.

Tableau Architect / Data Architect

Confidential

Responsibilities:

• Worked meticulously with the product owners and client business analysts to build analytics and visualizations based on an original set of loose, minimal requirements.
• Performed a performance assessment of client’s Teradata (MPP) environment vs.
• SQL Server (SMP) environment and made recommendations regarding indexing, ETL job scheduling, as well as Teradata appliance upgrade benefits.
• Performed a second assessment on all action items and level of effort to migrate from a Teradata production environment to a SQL server production environment.
• Created extensive dashboard/scorecard documentation and routinely held knowledge transfer sessions.

Tableau Architect / Data Architect

Confidential

Responsibilities:

• Worked diligently with the client project manager and business analyst to build a tool within Tableau that far exceeded original expectations in the statement of work (SOW) based on an original set of loose, minimal requirements.
• Created data health, data monitoring, and data validation Tableau dashboards and scorecards to help the client identify and correct data issues pertaining to purchased services, an initiative that was completed in addition to the SOW.

Sr. Business Intelligence Developer

Confidential

Responsibilities:

• Architected and built officer-level analytics in Tableau surrounding the idea of e-commerce “touches”, or interactions, leading to purchase transactions in either the e-commerce or non-digital environments.
• Frequently advised on Tableau Server architectural best practices to the client’s application development team.
• Created a “fraud false positives” analysis in Tableau requiring the blending of several disparate data sources to be used to evaluate and implement changes in e-commerce fraud detection rules.
• Provided ad-hoc forecasts utilizing classical statistical time series techniques to build models using exponential smoothing, regression, and the Holt-Winters methods to forecast several items such as domain and page level traffic, chat volume, and order volume among other things.
• Routinely held Tableau Desktop trainings and SQL trainings to help foster the paradigm shift in a culture moving away from Business Objects to Tableau.

Confidential, The Woodlands, TX

Business Intelligence Architect

Responsibilities:

• Effectively and efficiently managed a small team of business intelligence (BI) analysts and drove the planning of deliverables through prioritization of the BI roadmap. Also, worked as the acting BI Director during my boss’s extended leave of absence.
• Skillfully worked with executives to create a cash flow projection model integrating Accounts Receivable, Payroll, and Accounts Payable data, and routinely assisted executives and partners in preparation of board room and other presentation materials.
• Created “Field Ticket Life Cycle” reporting that allows senior management to identify bottlenecks in accounts receivable invoicing process and identify poor project management oversight.
• Adeptly created “Overhead/Billable and Head Count Analysis” scorecard for executive leadership to track divisions’ allocation of employees’ overhead hours to divisional and job level overhead overtime to minimize overhead, and show trending in employee head count for the purposes of a reduction in force or additional hiring.
• Created additional FP&A, Project Management, Safety, and Fleet Scorecards and Dashboards to track P&L, project expenses vs. budget and projected profit margin, employee driver safety, employee short service employee (SSE) and training requirements/forecasting, equipment utilization and equipment costs as a function of usage (e.g. in use, inactive, in motion, or idling).
• Chiefly responsible for gathering report/visualization requirements, architecting & developing, and supporting the company’s data warehouse within WhereScape RED (including job scheduling and metadata deployments across development, test, and production instances), building reports and data analytics solutions in Tableau and SSRS, and administering Tableau Server.
• Dependably stepped in on the first phase of our system integration project to write all requirements including workflow diagrams, data mappings and transformation documentation, and project overview statements for company’s enterprise service bus (ESB).
• Characteristically identified and implemented solutions to save the company large amounts of money on IT projects by thoughtful analysis and development of counterproposals to work to be performed by outside consultants.
• Architected and implemented a strategy to security trim SharePoint and web application embedded Tableau visualizations via active directory group security filtering as well as architected and developed the back-end of a purchase order application.

Confidential, Irving, TX

Senior Consultant

Responsibilities:

• Quickly mastered the WhereScape RED data warehouse ELT development tool utilizing Kimball dimensional modeling for robust, agile data warehouse development resulting in an integrated data warehouse supporting an ASP.NET MVC portal, SharePoint applications, and both site-embedded & stand-alone Tableau and SSRS reporting.
• Fostered strong client relations that led to a significantly increased scope of business services and staffing which brought in significant revenue sourced from my work and additional work via referrals referencing my time on the engagement.
• While a non-principal member of the staff, was quickly instrumental in company strategic planning and client pre-sales meetings.
• Imaginatively employed SQL Server analytic/windowing functions, common table expressions, and a statistics background to solve complex data problems involving date ladders, geographic mapping of job sites derived from equipment sensor data, determination of employee tenure and benefit-related items from the integration of multiple ERP systems through complex business rules, and equipment utilization/cost KPIs derived through marrying financial and equipment sensor data.
• Maintained a development, test, and production environment through frequent metadata deployments between databases, and implemented clever database jobs, partitioning, and indexing strategies for sensor data and document storage.
• Created a user security model for use by Tableau Server and a web portal for both site and dashboard content filtering.
• Led a team of four .NET developers in a quality assurance engineering role to bring the production rollout phase of a .NET development engagement to completion during a one-week period.
• Routinely met with client executive officers and departmental vice presidents in both planned and ad-hoc meetings for presentations, immediate data analysis, dashboard reporting services, and process improvement whiteboarding sessions.

Confidential, Dallas, TX

Client Team Lead & ASP.NET MVC Developer

Responsibilities:

• Meritoriously fostered strong client relationships with Oil & Gas, Pipeline, Exploration, Financial, and ETF (Exchange-Traded Fund) MLP executives through daily communication, problem solving, and austere dedication to the project plan.
• Created, reviewed, and presented project deliverables for client approval for the purpose of mailing and furnishing Form 1065 (Schedule K-1) tax packages to underlying investors, the IRS, and state governmental agencies.
• Was Responsible for over 1,000,000 Schedule K-1 tax packages per year in a deadline intensive environment.
• Chiefly tasked with managing and marrying tax calculation and investor ownership data for client engagements.
• Managed Schedule K-1 data file layout and tax package tax line item mapping.
• Perceptively designed client-specific Schedule K-1 tax packages.
• Worked with Confidential tax directors to craft federal and state transmission files that involved manual modifications to software-generated XML and flat files to implement necessary alterations that are not possible with RIA, CCH, or CORPTAX tax return preparation software.
• Proficiently managed and led temporary staff contractors during “busy season” for tax processing and call-center investor relations (IR) duties for publicly-traded partnerships on the NYSE and NASDAQ stock exchanges.
• Delivered with ever-increasing expertise in multiple phases of the software development life cycle (SDLC).
• Practiced and engaged others in agile methodologies including Scrum meetings for the design, development, testing, and implementations phases of proprietary tax calculation (ACS) and investor management (PARS) web-based software.
• Efficiently and methodically coded the PARS/ACS rewrite & integration project (PARS X) from technical analysis documents and tasks in Team Foundation Server (TFS) utilizing ASP.NET MVC, VB.NET, XML, HTML, and JavaScript/JQuery.
• Wrote the software requirements for the MLP practice’s “Account and Transaction” parts of PARS X - the most integral component to the investor management sphere of the combined software. Additionally, wrote the requirements for the “Posting” process, a multifaceted and esoteric process which transforms broker data into refined account and transactional records through arcane combining and mapping logic paths.
• Meticulously provided complex report/query writing for the creation of SSRS reports, stored procedures, schema update scripts, ad-hoc reporting, and Tableau software “Investor Demographics” product deliverables.
• Successfully stepped in as the project implementations lead on the “Investor Demographics” Tableau data analytics project after the project entered an escalated status due to time and budget constraints, and oversaw additional development and testing within a minimal timetable to bring the project to production.
• Coordinated with Intuit (Turbo Tax) to provide requirements, test, and implement specific oil & gas depletion mapping logic of previously unsupported tax line items for Turbo Tax export files.

Confidential, Dallas, TX

Data Coordinator

Responsibilities:

• Quickly grasped SQL Server 2005, SQL Server BI Development Studio, and Visual Studio 2008 upon accepting job offer.
• Worked with implementations managers to construct client-specific databases, ETL processes, and customized SSIS packages.
• Productively coordinated with client CFOs and controllers to provide sales, budget, and other ad-hoc reporting as necessary.
• Utilized shell-scripting and windows task scheduler to automate processes within a minimally technical framework.