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Principal Bi Consultant - Enterprise Data Warehouse (sales Analytics) Resume

Vernon Hills, IL

SUMMARY:

Principal BI/Analytics professional with over 15+ years of progressive and comprehensive systems and functional experience in Waterfall and AGILE - SCRUM. 12+ years of experience in performing business process assessment, change management and financial reporting analysis for sales, banking, pharmaceutical, real estate, insurance, healthcare, and consulting industries. Offer extensive knowledge and practical application of ITIL. Strong analytical and problem solving skills, hands-on management style, strong team builder who effectively communicates direction.

TECHNOLOGIES:

Software products: MS Excel, MS Access, MS PowerPoint, MS Visio, MS Project, MS TFS, Power BI, MS SharePoint, MS Teams, MS Dynamics, QuickBooks, Oracle Financials, SAP, JD Edwards E1, PeopleSoft, Xpresso Java API, CRM, EDI, COGNOS, TM1, SQL Server, SSRS, SSIS, SSMS, QlickView, Epic Clarity, LOS Credit Path, IsoTrain LMS, HPQC Quality Center, OpenText .

WORK EXPERIENCE:

Principal BI Consultant - Enterprise Data Warehouse (Sales Analytics)

Confidential, Vernon Hills, IL

Responsibilities:

  • Proactively managed portfolio of internal and external EDW data warehouse and enterprise reporting projects including SQL Server, SSIS, SSRS and SSMS and MS Azure implementations and upgrades.
  • Led EDW team representation on companywide projects such as MS Office 365 AD domain migrations, MS Dynamics integration, Power BI Dashboard implementation.
  • Managed all phases of ODS, EDW, Cube and Reporting implementation procedures and deployments by running project plans, timelines, status reporting and facilitating budget updates meetings with key stakeholders.
  • Performed SCRUM master role by running daily standups and utilizing SCRUM board tracking tool MS TFS.
  • Executed project intake, managed requirements gathering (Agile user stories and Functional Requirements)
  • Facilitated and managed various key engagements between EDW IT and Sales and Finance business stakeholders related to program delivery and infrastructure initiatives.
  • Performed Change Management initiatives between IT and Sales and Finance business units by managing SOW process with various external vendors and clients.
  • Evaluated current and future state business process initiatives as well as advised on EDW IT design and solution options to align with presented business long and short - term objectives.

Principal Program Consultant

Confidential, Chicago, IL

Responsibilities:

  • Managed data analysis, documentation and maintenance of various BI and FP&A systems (including Peoplesoft, Cognos, Cognos TM1 and QlickView)
  • Managed project plans, deliverables and KPIs as well as coordinated Statements of Work creation and execution.
  • Served as a lead conduit between Business SMEs and Technology teams addressing business needs, process changes and critical issues.
  • Overlooked system architecture data flow diagrams creation and led working sessions between IT and BI business stakeholders to validate overall process.
  • Managed BI data validation templates as well as worked with business SMEs and Dev team on building metadata structured outputs for reporting and dashboards.
  • Developed /information sessions for business users to gain overall buy in and understanding of system capabilities.
  • Managed systems UAT test plans and procedures as well as developed test cases to satisfy business requirements.
  • Collaborated with various IT system vendor teams by communicating project timeline, progress, risks and managing change requests.
  • Initiated stakeholders business process improvement sessions by introducing BI systems advantages and capabilities.
  • Led change management tasks for various bank systems, including commercial and consumer lending.

Project Manager

Confidential, Chicago, IL

Responsibilities:

  • As a part of PMO organization, took part in companywide rollout of Red Insights Platform initiative within the Global Commercial Real Estate Management organization for budget, forecasting and scorecarding tool powered by Peoplesoft and Cognos TM1.
  • Managed functional and technical requirements and specifications, business processes, workflows, and reporting outputs as well as revised existing system logic
  • Led data mapping initiatives from internal E - 1, Cognos BI and Corrigo systems data attributes as necessary for Budget and Forecasting Opex Reporting.
  • Managed special projects for Cognos TM1 system enhancements per clients Change Requests.
  • Formulated business implications of the application of technology to the current business environment.
  • . Managed test plans with QA partners and worked with production issues on a day to day basis.
  • Led as a liaison with the IT Developers on the business user needs and requirements analysis and solution definition.
  • Discovered business issues and data challenges of business lines and business service delivery teams.
  • Created user-interfaces prototypes in a user-centric design process.
  • Critically evaluated information gathered from multiple sources and distinguished user requests from underlying true client needs.
  • Managed design and review sessions with technical and business staffs, including all levels of management.
  • Identified gaps in business requirements and document those issues as well as Initiated and managed change management processes by evaluating current state, effort levels and future state processes.

Lead Loan System Consultant - Change Management

Confidential, Chicago, IL

Responsibilities:

  • Managed mapping of current and future state business processes for commercial loan origination system Confidential .
  • Managed business workflows and business activity profiles from loan origination to portfolio management.
  • Managed change process initiatives and system enhancement by collaborating with all levels of stakeholders including LOBs, Credit, Risk, Compliance, SRG.
  • Led business analysis, documentation and maintenance of LOS system business requirements (both functional and technical).
  • Performed system UAT procedures and managed test cases execution in collaboration with QA partners.
  • Collaborated with IT LOS system vendor team by communicating project time line, progress, risks and managing change requests.
  • Initiated stakeholders business process improvement sessions by introducing LOS system advantages and capabilities.

Lead Business Systems Analyst

Confidential, North Chicago, IL

Responsibilities:

  • Ensured that all project SDLC documentation is in compliance with Confidential s policies and procedures, including URS, FS and DS.
  • Reviewed and formulate existing and future state Business Process documentation and change management procedures.
  • Evaluated and create new SOPs for intercompany business operations within Business Support department.
  • Communicated and negotiate with third party vendors in regards to implementations and data integration.
  • Facilitated data requirements sessions between data warehouse and business user teams as well as coordinate data migration tasks as needed. This includes MS SQL Server, Oracle DB and Teradata.
  • Provided monthly reports to Project Leaders regarding project progression and recommend improvement procedures.
  • Constantly reviewed business process with the business team to ensure it fits with Confidential s corporate applications, including SAP, TM1 and QlikView.
  • Provided expertise and support for system functionality.
  • Develop risk based testing strategy.
  • Performed documentation and IT product sessions to upper level business users.

Senior Business Systems Analyst

Confidential, Chicago, IL

Responsibilities:

  • Provided technical guidance concerning business implications of IT development project, including Cognos, TM1 and PeopleSoft.
  • Participated in major Government and State projects in terms of product implementation and projections.
  • Documented financial systems requirements and department procedures by utilizing technical writing, documentation development, process mapping and flow charting.
  • Actively participated in formulating and defining financial planning and controls systems scopes and objectives based on business user needs and through understanding of business flow process.
  • Participated in gathering and analyzing business information and provided recommendations to address and resolve business issues for financial reporting department.
  • Served as a liaison between technical and functional areas, translating business user needs into implementation requirements.
  • Participated in meeting sessions between financial department, IT and business consultants to fulfill both corporate and department goals.
  • Created and managed project plans and test cases.

Senior Business Systems Analyst

Confidential, Waukegan, IL

Responsibilities:

  • Developed implementation plan for replacing the HQ Financial Planning systems with TM1.
  • Reviewed business process with the business team to ensure a fit with TM1 tools.
  • Provided expertise and support for system functionality.
  • Heavily involved in definition of user and functional requirements.
  • Developed risk based testing strategy.
  • Performed System/Integration Testing planning and execution.
  • Took part in development of standardized, repeatable procedures.
  • Worked on system and documentation.
  • Responsible for User Acceptance Testing and assisting customers with initial data set up.

Senior BI Analyst, Finance

Confidential, Chicago, IL

Responsibilities:

  • Monitored daily cash reconciliation of 10 prime brokerage accounts; cash movements included interest payments, principal repayments, drawdowns, loan closings and internal capital movements.
  • Complete both routine scheduled and complex data analysis projects by utilizing JD Edwards E1, TM1.
  • Participated in TM1 forecasting and budgeting projects throughout all phases within the SDLC, especially making business cases for projects, conducting investigations and performing final testing.
  • Developed companywide TM1 procedures and assisted with of new personal.
  • Preparation and aggregation of materials used for monthly and daily P&L reporting.
  • Prepared and verified European entity year - end audit documentation.
  • Heavily collaborated with project managers on preparation of project budgets and forecast by utilizing TM1.
  • Participated in FMV (Fair Market Value) analysis projects requested by executive management.
  • Executed sales projections analysis as well as brokerage commission distribution trend analysis.
  • Monitored posting of cash movements entries and adjustments into the JD Edwards E1 GL system.
  • Managed financial statements analysis, cost/revenue variance analysis and projections.

Supervisor, Business Intelligence and Financial Analysis

Confidential, Chicago, IL

Responsibilities:

  • Responsible for the preparation of all financial and regulatory reporting using JD Edwards and TM1. Reporting includes monthly financial statements and group consolidation, planning and budgeting reporting, sales activity reports, statutory filings, semi - annual independent financial audits, internal audits, 401(k) audit, and Illinois Department of Insurance ("IDOI") audits. Prepare all financial statements and footnotes included in the year- end audit reports and statutory filings.
  • Managed all Destiny's joint venture BI relationships in accordance with SDLC, ITIL and GAAP standards. This includes businesses like Trustmark Insurance Company, AEGON USA, Tufts Health Insurance Company, Clarendon National Insurance Company and The Guardian Life Insurance Company, this includes preparing the monthly and annual reporting as well as insuring compliance with partnership reinsurance and administrative agreements.
  • Implemented and designed automated reporting using Cognos to maximize productivity for both the accounting and reporting functions.
  • Heavily involved in BI SDLC meetings between department managers in regards to TM1 projects by organizing meetings work plans in scope initiation, requirements definition, PLOG resolution, gate review and confirmation of agreements.
  • Responsible for the preparation and submission of the quarterly and annual Statutory Reports as required by the Illinois Department of Insurance.
  • Managed all RFP and Procurement queries in regards to finance, contracting and pricing.
  • Developed and maintain an efficient and effective financial and administrative organization by managing midsize projects and innovations, managing resources and timeframes for completion.
  • Served as primary contact; as well as manage and co-coordinate meetings with the independent and internal auditors, IDOI on all financial matters, banking relationships, and as the subject matter expert on business support tools as well as generally accepted accounting principles.
  • Using JD Edwards and TM1, developed internal reports and projections to provide vital management tools to assist with key business decisions and target crucial KPIs.
  • Responsible for cash management and banking relations with respect to numerous bank accounts and lockbox operations, debt borrowings, processing debit orders and ACH payments, and initiating wire transfers. This includes cash flow projections and forecasting as well as P&L analysis and FPA.
  • Supervised and assisted with the preparation of monthly, quarterly and annual reinsurance settlements for all reinsurance partners.
  • Responsible for the Company's annual budgeting process, this includes meeting with department heads for annual budget forecasting and budget to actual variance analysis by utilizing TM1 tools.

Senior Business Analyst, Finance

Confidential, Chicago, IL

Responsibilities:

  • Executed JD Edwards and TM1 business requirements as well as daily, monthly and periodic cash reporting.
  • Heavily involved in Accounts reconciliations and running as well as analyzing specific Ad Hoc queries.
  • Executed General Ledger journal entries and account batch valuations in JD Edwards.
  • Assisted with TM1 budgeting analysis and simulation.
  • Performed Claims and Premiums reporting analysis using JD Edwards and Cognos tools.
  • Monitored and measured member and group cash suspense activities.
  • Utilized EDI tools, administered Positive Pay file distribution to bank accounts via FTP administration.

Business Analyst

Confidential, New York, NY

Responsibilities:

  • Responsible for administration and analysis of Confidential s financial reporting, including journal entries posting, account reconciliations and month end close.
  • Served as functional business analyst to gather and analyze client business requirements and translate them into technical requirements.
  • Collaborated with project managers on preparation of project budgets.
  • Monitored revenue pipeline report.
  • Prepared Sales projection reports based on current and anticipated projects and previous year sales.
  • Verified data integrity between source systems and BI Data Marts based on aggregation rules.
  • Performed cost/revenue (utilization) analysis on a per consultant basis.
  • Performed fixed assets roll forward.
  • Executed performance evaluation by unit and production, including billable hours.
  • Assisted with preparation of federal and state income tax filings.

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