Summary

• Deep knowledge of information technology, with focus in business intelligence, data warehousing, performance management, financial systems, risk compliance solutions
• 19 years project management and project leadership, as both industry professional and consultant
• 9 years financial services experience, with primary focus in provisioning data for credit risk analytic solutions
• Exceptional Verbal Written Communication: Presentations, proposals, assessments, status reports, statements of work, technical evaluations, personnel evaluations

Experience

Senior Manager, Business Information Management -

Confidential

• Requirements Leader and Engagement Manager on effort to construct a robust and comprehensive Risk Reporting and Credit Analytics platform
• Developed comprehensive functional and non-functional requirements for risk reporting across commercial and retail business domains
• Established foundational source staging infrastructure consisting of a Time Persistent Repository TPR to capture and persistently stage data from eight technologically disparate source systems spanning commercial and retail lending, mortgages, and cards ACBS, CRIF Action, FDR, Stucky NTABL, Miser, UniFi, Siegel LeasePlus, CMSI
• Developed Source to Target Mappings for the eight originating and servicing systems to the SAS-supplied reference data model SAS Detail Data Store
• Coordinated with Information Architecture and Data Governance on data model and process enhancements to account for lack of operational MDM, so that the solution would properly integrate codes and measures from the disparate systems

Project 2: Data Warehouse Conversion

Confidential

Project Manager on effort to integrate customer and account information from a new acquisition into the organization's Enterprise Data Warehouse EDW . Successfully integrated relevant information from 100 newly acquired branches and 500,000 new households into the EDW

• Data Architect on project to create a Data Quality dashboard to measure progress of Data Quality remediation efforts across credit risk and financial reporting domains
• Inventoried existing data quality rules and outputs from the credit risk and financial reporting infrastructure
• Aligned rules and outputs across data quality dimensions and business categories for month-over-month scoring and tracking of progress
• Designed dashboard to facilitate reporting with drill-down

• Project Manager for Basel Lending Data Mart BLDM components of Governance, Controls and Risk Management GCRM program. Enhanced controls around Risk related data management processes, including reporting, analysis, input, extract and interface processes for the BLDM
• Managed all day-to-day BLDM GCRM-related activities for the Risk organization. Directly responsible for business analysis and business acceptance teams across four source systems Construction Lending, Small Business Lending, Commercial Lending, Commercial Real Estate and target BLDM data mart
• Coordinated with Information Technology groups responsible for developing ETL and Database System Requirements, System Design, Development, and System Integration Testing

Confidential

• Work stream Lead and Credit Risk Analyst for investigation of information flows and calculations supporting the acquisition, manipulation, aggregation and distribution of eighteen core risk metrics used in corporate board, SEC and Federal Reserve reporting
• Documented the current-state credit metric production processes across two distinct business units and seven countries within client's Latin American Operations. Interviewed key stakeholders, information processors, guidance providers and other relevant personnel
• Evaluated processes, controls, and calculations to ensure compliance with relevant corporate, SEC, and FRB standards and guidance
• Developed remediation plans, including overall systems rationalization and optimization recommendations

Confidential

• Project Manager and Technical Leader on effort to comply with Federal Reserve BHC reporting requirements by closing currently known reporting gaps, reducing manual processing, and facilitating more effective usage of resources and technology
• Captured as-is state, including data flows, data transitions, reporting and governance of current regulatory reporting processes across the bank holding company and seven subsidiaries
• Captured and documented detailed business requirements to produce Regulation Y and International Exposure reports
• Documented collateral data flows and mapped them to the correct line items on appropriate FR Y9c schedules in response to specific audit finding

Confidential

• Project Manager and Solutions Architect developing Credit Risk Data Mart enhancements to address integration issues related to the bank's acquisition by a major international bank
• Developed obligor 'rollup' logic for AFS commercial accounts to enhance current commitment, advised, and guidance analysis. Previously users or IT representatives had to write complex multi-database queries to satisfy commitment reporting requirements
• Developed an adjustments mechanism for loans written down, eliminating significant manual efforts to balance the Credit Risk Data Mart to the General Ledger
• Designed and developed a mechanism to capture inputs for and calculate Loan Loss Reserve amounts, replacing a formerly manual effort managed on spreadsheets
• Improved balancing and reporting of participated loans
• Incorporated an additional Loan Origination system Interlinq E3 into the Applications subject area of the Credit Risk Data Mart

Confidential

• Vendor and Data Analysis Lead to establish a comprehensive Enterprise Data Warehouse for the organization
• Established an offshore India program to supplement the onshore ETL development efforts
• Analyzed source systems for the purpose of extending the proprietary third-normal form EDW data model so that all necessary data elements could be captured
• Captured data lineage for target metrics and attributes and developed specifications for source systems to EDW staging and target schemas

• Project Manager developing a Basel / Lending data mart to improve the quality, consistency, reliability and accessibility of commercial lending loan servicing, origination data available to data analysts, loan administrators, loan officers, risk managers and other information consumers
• Designed and developed Time Persistent Repository to capture, in a time series, all business-relevant data from organization's Shaw Systems loan servicing system and Provenir commercial origination system
• Facilitated business analysis activities to capture detailed requirements, translated requirements into technical specifications, modified the Capgemini-supplied Credit Risk Data Mart model, authored Source to Target Mappings, and developed custom ETL using ksh scripts and Oracle PL/SQL
• Developed an interim business continuity reporting solution to facilitate transition from the legacy loan accounting solution to the new Shaw Systems solution, concurrent with the data mart development effort
• Developed and executed a plan to transition support from the vendor team to a newly created department to support the Basel / Lending data mart. new department
• Developed initial report book using Oracle Discoverer
• Developed and delivered training curriculum for the Basel / Lending Data Mart, including the Oracle Discoverer reporting solution for the Data Mart

Confidential

• Developed a balanced scorecard solution, capturing high-level KPI's from multiple business functions SQL Server 2000, arcplan
• Developed a customized web-based planning and forecasting solution for capturing and reporting dollars associated with corporate marketing programs Visual Basic 6.0, ASP.net, Hyperion Essbase, arcplan

Business Solutions Systems Architect -

Confidential

• Coordinated the implementation and testing of a commercial financial reporting package at alpha and beta client sites. Acted as the liaison between San Francisco and India R D departments and client representatives. Taught alpha and beta training classes to both internal and client resources Hyperion Essbase, Walker OLAP R A
• - Developed customized web-delivered reporting solutions to seamlessly provide multiple views business unit 'competitive' view, legal entity 'regulatory' view of financial information stored in the general ledger Hyperion Essbase, Walker OLAP R A, Walker MBA/GL, DB2, Active Server Pages

Product Specialist -

Confidential

• Managed a team of six analysts to maintain and upgrade three significant system-wide systems, including the Southern Time Attendance and Reporting System STARS , a customized solution to satisfy the timekeeping requirements of 30,000 employees at seven subsidiaries of Southern Company. Organized and facilitated a panel of HR and accounting representatives from the seven subsidiaries to identify and prioritize STARS maintenance requirements Oracle, Centura SQL Windows, Visual Basic, UNIX, ksh scripting
• Supported the General Ledger package for Southern Nuclear Corporation. Developed customized bolt-on applications to provide additional functionality and an improved presentation layer for the OS 390 mainframe based GL package. Developed extended reporting solutions to provide additional tactical reporting capabilities Walker MBA/GL, JCL/JES2, COBOL, DB2, Centura SQL Windows