Project Manager Resume Profile
S U M M A R Y
- Experience and Qualifications
- I have over 25 years of hands-on experience in management consulting, functional and system architecture across several industry segments and verticals including Financial Services, Capital Markets and Master Data Management MDM / Reference Data Management. I was responsible for Analysis, Design and Quality Assurance of Business Intelligence Data Warehouse solutions and participated in the delivery of Information Architecture Gap Analysis, Roadmaps and Future State Architecture proposals. As a Project Manager, I was responsible for delivering project results within schedule, cost and performance constraints.
- Provided consulting t the following clients: Bank of New York, Bloomberg Tradebook ECN, Morgan Stanley, Bank of America, Royal Bank of Scotland, Citigroup, Credit Suisse, Oppenheimer Funds, RBS Citizens, IBM and Merck / Medc .
Summary of Relevant Experiences:
- Capital Markets Trade Order Management, Pre- trade / Post-trade Analytics
- MDM / Reference Data
- Product for Fixed Income, Corporate Loans and Futures and Options
- Analysis and Design of the Bloomberg, Telekurs, S P and LoanIQ feeds.
- Analysis of Compliance and AML reporting data requirements
- Analysis of business requirements for Syndicated Loans, TaxLots and BRM.
- Logical and Physical Data Modeling in support of the market feeds and data vendor feeds.
- Data analysis of incoming feeds for completeness
- Information Architecture Strategies and Roadmaps, Gap Analysis
- Reference data requirements analysis for Counterparty and Products
- Data Warehousing, Star Schemas, EDW, Dimensional Modeling, Business Intelligence
- Current State Future State Analysis and Documentation
- Gap and data analysis. Data integration. Statistical Analysis.
- Process Modeling BPM , Data Modeling
- Metadata Management, Data Dictionaries and Repositories
- Data and Process Architecture
- Data Quality Analysis / Data Profiling
- Relational RDBMS , Multidimensional and OLAP/ROLAP
Project Management
Project / Engagement Management
- Status Meetings with on-shore / off-shore team members as well as senior management
- Data Quality Management, Data Quality Metrics
- Relationship Management Business and IT
- Offshore team management
- Life Cycle Methodologies SDLC
- Work Experience: For Carlyle Group 2/14 8/14
- Data Analysts / Business Analyst / Data Architect on a major Data Warehouse project that will consolidate data received from multiple companies acquired by the Private Equity firm, provide the single point of truth via Data Governance and potentially serve as a database platform for a company portal.
- Major responsibilities, deliverables and system highlights include:
- Providing Data Mapping documents for Investran the major data supplier as well as the TPAs State Street and Burgiss
- Providing Data Lineage for all measures and dimensions added to the Data Warehouse
- Worked with business users and ETL developers on Data Scrubbing Data Cleansing
- Translated business requirements into functional specifications and database design in a BI environment supporting various business units
- Put together an MDM Master Data Management approach and proposed it to a Data Steward Council
- Provided test plans and created test queries to validate the data load processes
- Documented both test approach and test results.
Technical Environment : MS SQL Server, SQL, Data Warehouse, ShareFile, Excel, Visi , PowerPoint.
Confidential
Business Analyst / Data Analysts / Data Architect on a large Data Warehouse initiative. This stage involve Home Loans Group. The Data Warehouse is being developed utilizing the Teradata FSLDM Financial Services Logical Data Model .
Major responsibilities, deliverables and system highlights include:
- Reviewing BRDs with Business Users, understand the final deliverables reports, analytics, ad-hoc queries
- Questioning Business Users and fully understand the real need for requested reports and analytics
- Working closely with Data Modeling team to
- Define target entities in Core layer of the Data Warehouse. If none exist, propose the DM extension and work with Data Modeling team on it.
- Creating Data Mapping document, data lineage and ETL specs
- Review data with Reference Data Group in order to identify conformed data elements
- Continually communicate with Requirements team, Data Modeling team, Reference Data team and the ETL team in order to address and re-review all the changes occurring along the way
- Working with ETL developers on Data Quality issues moving data from the Acquisition layer t a Core Layer.
- Source Data Profiling and thorough Data Analysis for Completeness, Validity, Uniqueness, Conformity, Consistency, etc
Technical Environment : Oracle, Teradata, SQL, SQL Assistant, Data Warehouse, Excel.
Confidential
Technical Business Analyst on a Reference Data team working on a Data Glossary project. Major responsibilities and deliverables included:
- Creating Product Data Dictionary for all data elements from Reuters and Bloomberg files
- Data Hub Architecture and transformation logic
- Analysis of other vendor files and their integration into CS MDM database
- UI design, functionality and navigation for a Product context of Data Glossary.
- Interfacing with various business and IT groups t solicit their pain points and desires for a Data Glossary application.
- Creating a Functional Requirements document for a Product context of Data Glossary.
Confidential
Project Manager / Business Analyst / Data Analysts on Insurance / Re-Insurance Data Warehouse project ABI . The Data Warehouse will be used by Finance, Underwriters and Brokers.
Major responsibilities and deliverables included:
- Analysis of various source systems and levels of granularity the data is stored there
- Running various Data Profiles and analyzing the results in order to support or reject a particular data source
- Source t Target Data Mapping:
- Based on particular release / iteration of deliverables, utilizing Agile methodology, identified the target tables and columns
- For each target column identified source tables and columns based on the required level of granularity
- Provided filtering and DW transformation rules
- Participating in Data Model and ETL Process Flow design
As a Project Manager:
- Preparing Weekly Status Reports and conducted meetings with Client and Consulting company management teams
- Conducting weekly knowledge transfer meetings with an off-shore Center of Excellence CoE team
- Coordinating efforts of on-shore and off-shore teams.
Technical Environment : MS SQL Server, SQL, Business Objects, Data Warehouse, SharePoint, Excel, Visi .
Confidential
Business Analyst / Data Analysts / Project Manager on a large Data Warehouse project GENESIS a common pool of Contracts, Positions and Customer Account balances across all of Citigroup. The Data Warehouse will be used by the Finance, Risk and Compliance.
Major responsibilities, deliverables and system highlights included:
Reviewing various FRDs Core and Loans with Business Users and the IT and made changes to a GL Corrections FRD
- Reviewing and updating Data Mapping for Loan portion of GENESIS
- Reviewing GL Corrections BRD with Business Users and the IT staff and assured it is in line with Citi standards
- Reviewing Genesis Data Model, Data Flow and Process Flow and proposed alternatives
- Reviewing the Landing Pad and ETL processes and proposed changes.
- Proposing alternative Reference Data flow Local. Global, DW for corrections and loans processes.
Technical Environment : Oracle, SQL, Netezza, Data Warehouse, SharePoint.
Confidential
Business Analyst / Data Analysts on Reference Data team working on a STS Fixed Income Replatform portion of Fusion a major Master Data Management MDM data warehouse. Major responsibilities, deliverables and system highlights included:
- Working on Analysis of existing Fixed Income feeds from Telekurs
- Working on compliance reporting data requirements ex: FINRA
- Working with a Data Modeling team on Proposed Data Model changes for Telekurs feeds
- Reviewing Bloomberg, FINRA and Telekurs feeds in order to document data requirements and derivation / data integration logic
- Heavy data profiling of various data sources feeding existing systems
- Creating mapping documents from the Telekurs source files to RVR staging area
- Creating mapping documents from RVR staging area to TnT transformed area
- Documenting transformation rules and developed functional specifications for the IT team
- Creating a High Level Design Document HLD
- Creating various SQL queries to analyze existing Fixed Income data vs. Telekurs Feeds
Technical Environment : Oracle, DB2, Excel, Visi .
Confidential
Business Analyst / Data Analysts on a major Master Data Management MDM project. Major responsibilities, deliverables and system highlights included:
- Interviewing major stakeholders and worked closely with IT personnel t analyze Product and Counterparty reference data requirements from various sources of the data warehouse: Syndicated Loans, Prime Brokerage, BRM, Commodities, Repos, OTC Trades and Taxlots
- Performing Data Gap Analysis between the business work stream requirements and existing Golden Sources
- Analyzing business requirements and developed functional specifications for the IT team
- Reviewing new data mapping for the Data Warehouse and proposed database changes.
- Providing Data Modeling changes relative to a new product added to a Security Master Corporate Loans, Commodities
- Creating test cases for reference data QA testing
- Analyzing data quality in Security Master for a Fixed Income products and Corporate Loans
- Heavy interface with various business areas involved.
Technical Environment : DB2 UDB, SQL, Excel, Visi , DBArtisan, Erwin.
Confidential
Business Analyst on a Data Warehouse conversion effort from Oracle t SAP BW. The business systems completed in data warehouse included GL, Finance, Foreign Trade and TMS Transportation Management System .
Major responsibilities included:
- Managing technical deliverables along with relationship with business communities
- Liaise between Business Stakeholders and IT communities in order to develop the roadmap and architectural alternatives for data distribution, replication strategies, data integration approach and capacity planning
- Designing Business and Reporting layers of the DW as well as nightly and monthly ETL processes
- Data analysis and validation utilizing Oracle SQL queries, SAP queries and BEx Reporting
- Creating mapping documents between SAP / R3, Oracle DW and SAP BW.
- Documenting each component utilizing Visio, Oracle Designer, MS Excel, MS Word
- Creating testing approach and guidelines, use case scenarios and executing test plans utilizing SAP/R3 and BEx queries
- Assessing data quality and inconsistencies via SQL and SAP BW queries
- Working on files integration and Data Governance issues
- Creating data dictionary and metadata repository.
Technical Environment: Oracle, PL SQL, SAP/R3, SAP BW, Bex Reporting, SQL queries, Toad, UNIX, C.
Confidential
Business Analyst on a project analyze and document Fixed Income Portfoli Analysis and Reporting Information System PARIS data warehouse. The effort resulted in a fully documented Data Warehouse along with recommendations on rebuilding the warehouse and / or some of its components.
Major responsibilities included:
- Reverse engineering SYBASE database schemas using Sybase Designer data modeling tool
- Producing logical and physical models for various reverse engineered databases within PARIS warehouse
- Conducting technical analysis and documenting the existing data flows from front-office to back-office environments
- Analyzing and Documenting internal and external feeds, stored procedures
- Creating data dictionary and metadata repository.
Technical Environment: Sybase, Sybase Designer, Transact SQL, Cognos.
Confidential
Engagement Manager on a deployment of the Trade Compliance Surveillance system.
- Participated in all phases of the SDLC including
- requirements definition workshops,
- design and deployment of surveillance scenarios such as Front-running, Spoofing and Marking t Close Buy / Sell.
- Negotiated contracts with external and internal market data providers.
- Evaluated NMS requirements for compliance and market data management groups.
Technical Environment: NASDAQ, Reuters RTCE and Bloomberg Market Data, Oracle, UNIX, C, PL SQL.
Confidential
Project Manager / Program Manager on various outsourcing projects for Worldwide Human Health Marketing Information Services WHHM IS , such as:
- MERCK MARKETING Information Integration systems
- Site Builder Development, Maintenance and Support systems
Technical Environment: Cognos, MS OLAP, Hyperion Essbase and Business Objects OLAP / ROLAP structures.
Confidential
- Project Manager, Engagement Manager, Business Analyst and System / Data Architect on a major Data Warehousing / Business Intelligence deployment effort for BNY Brokerage and Bloomberg LP.
- The system delivered key Capital Markets executive reports and an executive dashboard in 2 modes, client-server and web, as well as multiple email and wireless phone alerts. It was based on Oracle DBMS, COGNOS OLAP engine and other technologies in a distributed UNIX environment. The system featured a unique metadata repository that included a user-friendly Metadata Navigator.
Major responsibilities:
Negotiated SOW and budget
- Liaised with Stakeholders and the IT staff in order to analyze and document current business processes
- Managed project scope, schedule and Change Control of concurrently running projects
- Defined Time Box deliverables and deployment plans
- Defined requirements for the Data Warehouse through series of Business User interviews
- Performed Data Gap Analysis across Multi-Asset Trading platforms supporting Equities, Derivatives and Foreign Exchange desks globally
- Data analysis and reconciliation of inconsistencies discovered between the SQL queries and presented user requirements
- Data profiling of various data sources feeding existing systems
- Developed functional specifications for in-house and off-shore development teams
- Prepared business specifications dealing with various portions of Capital Markets: trades, adjustments, hard dollars and soft dollars revenue generators across all clients, execution - destination points, trade types, participating brokers and contra-brokers and various SEC rules MS Excel, MS Word, PowerPoint .
- Designed the multistep DW ETL process, consisting of:
- pre-processing data and applying monthly adjustments to orders and executions
- load of the analytical tier t populate multi-dimensional cubes and the Executive Dashboard. The data was sourced from various Sybase, Oracle, SQL Server and mainframe systems.
- Oversaw data mapping for the Data Warehouse
- Defined Integrated System Test plans across multiple platforms and applications
- Kept major stakeholders and the IT updated on the project status and the budgetary issues:
- Prepared and tracked the project schedule using MS Project:
- Prepared status reports and conducted weekly Status Meetings with major stakeholders and IT management
- Coordinated efforts of various project teams
- Worked with ORACLE DBAs on performance issues
- Defined security requirements
Technical Environment: Oracle, Sybase, Cognos, UNIX, C, Java, Apache, PL SQL, Bloomberg Market Data.
Confidential
Project Manager / Data Architect / QA Analyst on a Letter System for an Alternate Dispute Resolution ADR Demutualization project.
Major accomplishments:
- Created the infrastructure for successful implementation of various letters Notification, Reminder, Billing, etc. in a complete vacuum of any requirements:
- Logical Data Model for a letter portion of a DB2, Oracle and Sybase databases consisting of over 100 tables using ERWIN toolset
- Designed front end that would allow entering letter text along with other system parameters into ADR Demut database
- Designed processes that would combine previously entered letter text with financial aspects of the company's proposal along with personal information name, address, etc .
- Was responsible for design and QA of the most complex application components of the Letter System. Created use case scenarios.
- Developed integration architecture with the Workflow subsystem.
- Designed auditing and reporting databases and associated processes.
Technical Environment: DB2 / SQL, SYBASE, VSAM, CICS, COBOL II, UNIX, C.
Confidential
System analyst on a major re-engineering project t replace client legacy systems with SAP and development of a Corporate Data Warehouse CDW in conjunction with the SAP effort..
Technical Environment: VSAM, COBOL, SAP, Oracle.
Confidential
Project Leader / Data Analyst / Data Architect on development of the Client Profile portion of the overall Master Data Management MDM effort - Integrated Client Profile ICP system. The ICP system was a result of a major Business Process re-engineering targeting tw mission critical applications: Paid Point-of-Sale and NRX Mail Pharmacies , as well as development of over 300 new functions, such as GUI, Stored Procedures, Open Servers, etc.
Major achievements:
- Managed a team of developers in an effort of building Data Acquisition, Data Scrubbing and Data Transformation functions of the ICP Data Manager subsystem. Was responsible for resource allocation, Project scheduling, co-ordination with ICP PC developers as well as with other groups within the company.
- Participated in DB2 / SYBASE logical and physical database design depicting the following business areas:
- POS, Membership Processing, Claims Processing
- Benefits, Copay / Deductible, Contract Management
- Developed and published testing strategy for the Data Manager subsystem.
- Defined system security requirements and communicated it t the RACF administrator.
Technical Environment: 3 tier Client-Server architecture, DB2 / SQL, SYBASE, VSAM, CICS, COBOL II
Confidential
Customized Sterling proprietary software t a relational database environment for Wachovia bank.
Technical Environment: DB2, VSAM, CICS, COBOL II, SQL, TSO, MVS
Confidential
Analysis, design and implementation of the Contact Profile application that tracked every contact the customer makes with the company.
Technical Environment: ADW Analysis, Design and Construction Workstations , DB2, CICS.
Confidential
Customized Vista proprietary brokerage back office software for each of its financial clients: Royal Bank of Scotland RBS , London Stock Exchange, National Australian Bank NAB , etc.
Technical Environment: DB2, VSAM, CICS, COBOL II, SQL, TSO, MVS
Confidential
Worked on TSR Telecommunication System Request application for IBM PS and on Chargeback and other credit systems for IBM Credit services.
Technical Environment: DB2, VSAM, PL/I, CICS, COBOL II, SQL, TSO, JCL, MVS
Confidential
Project Leader / Jr. DBA. Participated along with business and IT communities on a major Customer Master conversion effort from VSAM t DB2.
Technical Environment: DB2, VSAM, CICS, COBOL II, SQL, TSO, JCL, MVS
Confidential
Programmer Analyst on various projects for Citigroup Credit Card Customer Service group. Applications included: Client Profile, Chargeback
Technical Environment: Adabas, VSAM, CICS, PL/I, TSO, JCL, MVS