SUMMARY:

• Over 20 years of experience in the IT industry working as a SAS developer, Business Analyst and Project Manager.
• Involved in managing, documenting and creating various IT projects while serving insurance, investment banking, pharmaceutical management, and healthcare clients.

TECHNICAL SKILLS

Hardware: IBM PC, IBM/VMS, & DEC/VAX

Operating Systems: Windows, ISPF/TSO, UNIX, MS - DOS, OS

SAS: Base SAS 9.4, SAS/STAT, SAS Data Integration 4.6, SAS Business Intelligence Suite, SAS Visual Analytics, SAS Enterprise Guide 6.2, SAS macro facility, SAS/SQL processing, SAS ODS (web output system)

Windows Applications: Visual Basic, MS Excel, MS Access, MS Word, MS Visio, MS Powerpoint, MS Project, KEDIT (text editor), Tableau.

Relational Database Software: MS SQL Server Studio, Oracle, Sybase

PM Training Course: Developing Complete and Consistent Business Requirements, Project Management Institute Registered Course

PROFESSIONAL EXPERIENCE

Confidential, New York, NY

Risk Manager / Senior Consultant

Responsibilities:

• Monitor and analyze Securities Class Action (SCA) related trending economic events to not distort modeling dataset used for policy pricing, risk assessment and for actuarial loss triangle development processing.
• Analyze the SCA lawsuit data landscape to ensure the Director & Officer (D&O) predictive pricing model is accurate and relevant to an underwriting staff.
• Developed a litigation management front-end system that allows underwriting and claims staff to research SCA universe. Systems also incorporate extract transform and load (ETL) components using SAS Data Integration in addition to querying/reporting functionalities.
• Used SAS Stored Process (SAS Output Delivery tasks) to call SAS Data Integration jobs to compare data and for data transformation.
• Conducted forecasting of SCAs by utilizing Enterprise Guide forecasting tool. Goal is to predict SCA and other suits by years.
• Utilized SAS Visual Analytics to create tile charts, heat maps, graphs, maps and other representations to analyze the SCA landscape. Uploaded data via VA Laser server. Exported results in various format.
• Conduct joint brainstorming sessions with underwriting management staff to re-design predictive model.
• Perform analysis to determine the likelihood of chapter 7/11 bankruptcy for U.S. public company post-SCA. Analysis includes average cash settlement amounts derived from SCA and SCA settlement or dismissal duration time.
• Perform text analytics of legal SCA complaints to categorize and segment relevant data points into the predictive model.
• Perform credit rating analysis to identify the likelihood of public company SCA based on downgrade/upgrade of rating. Segmented data by company size and industry for additional insight.
• Gather derivative class action data and default/bankruptcy data for modeling data preparation.
• Train new underwriting staff in account submission system that utilizes Predictive Model for Risk Assessment.
• Create underwriter reference guide that detailed data sources/processing/warehousing/output used for the Predictive Model.
• Engage reinsurance partners during treaty renewal by providing key performance metrics, portfolio analysis and by providing predictive model orientation.
• Contract administration: Assist in negotiation of data licenses; re-negotiate terms of existing data licensing deals; actively search for data licensing alternatives.
• Manage data vendor relationships. Strategize with data providers in order to optimize product business value.

Confidential, New York

Project Manager

Responsibilities:

• Managed IT project requiring the investment bank to meet international regulatory compliance. Compliance required the bank to place all financial instruments, held by the firm’s major hedge clients within the books-and-records of the firm, providing further transparency.
• Held, lead, and set agenda for weekly conference calls among national and international internal partners associated with the project.
• Held participating internal partners to milestone and deadline responsibilities, by highlighting major decisions, dependencies in meetings and documentation; provided re-statement of meeting activities; negotiated with partners who would not complete agreed-to tasks to ensure accomplishment.
• Leveraged bank’s existing IT infrastructure to track hedge fund securities on the bank’s books-and-records when designing more efficient and compliant product.
• Documented existing IT infrastructure and data flows: booking, pricing, settlement processes.
• Researched definition of exotic financial instruments (e.g. CDO, Swaps, Options, etc.); required in preparing relevant fields for business requirements.
• Created detail project plan relied on by all participating internal organizations to track project milestones and deadlines.
• Rolled-out product that tracked over 90% of investment bank’s client hedge fund assets in required mandatory compliance. Same product would be used as model for additional hedge funds held within investment bank.

Confidential

Business Analyst / Project Manager

Responsibilities:

• Managed team of five consultants on project to implement the company’s Global Management Information System (GMIS) Initiative. GMIS tracked worldwide firm reportable assets under management & financial advisor-compensable assets.
• Maintained, enhanced & documented Asset DataBase (ADB) that tracked firm’s global asset data.
• Tracked bank performance by calculating key performance indicators. Maintained consistent and accurate tracking of Net New Asset, Asset Flow, Invested Assets, and Qualified New Relationships to fulfill Federal Banking Commission requirements.
• Identified bank-customer relationships to accurately account for key indicators; market segmentation.
• Rolled out firm-standard asset categorization system used across the firm by several internal customers including marketing and firm controllers department.
• Maintained, updated and troubleshoot the financial advisor compensation system. Wrote and organized business requirement for major business initiatives from headquarter office.
• Managed user acceptance testing group to thoroughly and completely test development product.
• Reported firm-wide financial summary by business product for Sarbanes-Oxley compliance.
• Responsible for 1-month on-call duties related to overnight mainframe-based, time-sensitive compensation system.
• Reconciled data inconsistencies, shortcomings or over-statement of year-to-date and month-to-month asset totals.
• Attained knowledge and maneuverability of general ledger platform containing account daily flows / asset balances.

Confidential

Senior Business Analyst

Responsibilities:

• Maintained and created business forecasting analysis, monthly revenue tracking and monthly transaction fee reports.
• Specifically supported strategic business initiatives within the pharmacy retail channel, including analytical ad hoc reporting and IT consultative support.
• Automated and documented existing financial analyses and reports for retail pharmacy, where reports were of un-automated and inefficient status prior.
• Maintained and created forecasting, run (margin) rate analysis, revenue tracking and transaction fee reports.
• Monitored rural retail pharmacy activity, and 24-hour access pharmacies; special market segmented cohort.
• Provided analyses & supplemental data to operational managers for re-negotiation of new and existing business partnership contracts.
• Developed and customized retail pharmacy networks to optimize key business proposals: to understand profitability, key drug dispensing centers, by volume.
• Researched and profiled the retail pharmaceutical industry using company websites, financial statements, and Wall Street analysts’ report.
• Provided presentation of findings to senior retail strategy group for marketing evaluation.

Confidential

Business Analyst / SAS Programmer

Responsibilities:

• Overall creation, development and management of electronic administrative reports. Produced health insurance carrier reports, client pay check deduction files, payroll files, health plan reports, life insurance summary reports, ad hoc reports and other summary reports for active, retiree, and surviving spouse population.
• Amended existing production programs for efficiency, specification changes, and standardizing purposes.
• Analyzed system anomalies and irregularities via yielded results from electronic administrative reports, and independent UNIX queries.
• Reconciled and presented coverage drop and fatal error reports to health insurance carriers and immediate supervisors.
• Prepared lessons for various SAS concepts using prior programming experience and courses taught at the SAS Institute.
• Presented findings and documentation of SAS system upgrade alpha testing to SAS user committee.
• Coordinated with internal clients and operational departments for successful product transmission. Implemented additional efficient systems for rapid and successful transmission of all out-bound files.

Confidential

Technical Research Assistant

Responsibilities:

• Assisted researchers in producing conference materials for outcome analysis presentation.
• Compiled and maintained data from several reference sources to incorporate into policy reports for lawmakers.
• Organized proposal contracts sent to states for project bidding.
• Assisted researchers on field data collection. Performed site evaluation of the Department of Welfare, New Haven Connecticut.
• Proofread author’s chapters for grammatical errors, flow and overall comprehension of each respective chapter. Fact-checked all tables figures against processed data; fact-checked all titles, footnotes, and data sources.
• Utilized SAS to create programs, databases and files for welfare program implementation/impact reports commissioned by the states of Vermont, Minnesota, Florida, and the Ford and Rockefeller Foundations. Assisted senior researchers in analyzing files to achieve participation rates for welfare-to work-program.
• Handled quality-controlled survey instruments given to sample members by checking for inappropriate answers, failed skip pattern responses, and encoded open-ended questions.
• Created analyses based upon data entry, using cross-tabulated tables to ensure non-conflicting data in survey responses. Performed statistical modeling and factor analysis using SAS procedures to yield univariate and multivariate statistics.