SUMMARY

• Over ten years of experience in business/data analysis roles, mining and summarizing data using Oracle SQL, MS Excel and Access. Gatheird requirements from users and stakeholders then translated those requirements into specifications for developers. Experienced in ETL, data mapping and implementing automated data processes from Oracle database to feed IBM AS400 Mainframe system.
• 20+ years of experience in Financial Services, Information Technology and Insurance Industries
• Seven years of experience writing technical specifications and using SQL, MS Excel and MS Access including creating summary reports from data mart
• Project Manager for software solutions across electronic trading, order management and clearing solutions
• Over five years managing data and implementations for front office equities electronic trading software, and middle office trade clearing solutions for derivatives trades under Global Capital Markets; including three and a half years customizing ETL feed from Oracle Database to Mainframe environment using XML program

TECHNICAL SKILLS

• Data Analysis
• Oracle SQL
• SQL Server
• Advanced MS Excel
• MS Access
• Project Management
• Functional Specifications
• Account Management
• Documentation
• Requirements Gathering
• Process Improvement
• Change Management
• Incident management and resolution
• Testing and QA

PROFESSIONAL EXPERIENCE

Confidential

Business/Data Analyst

Responsibilities:

• Assist Confidential in collaboration with PWC collect several Million dollars dat is due to them from NY State
• Data Analyst to pull and analyze Child Health Plus data from disparate systems using SQL Server to identify patterns.
• Separate data in to categories to find an automated solution and correct KIDS data

Confidential

Lead Business Analyst

Responsibilities:

• Data Analyst in Financial department of Major Insurance Broker for PeopleSoft to Workday implementation to create data mart for global headcount reporting
• Gather and document business requirements from finance stakeholders to identify data elements for Data Warehouse
• Analyze data to ensure development is in line with the specifications for BI reporting implementations
• Technology and tools used: Oracle SQL Developer, MS Excel and MS Access
• Advisen collects data from Reuters, S&P, Dun and Bradstreet and P&C clients to create customized ETL feeds for customers
• Documented data dictionary for data mart
• Conducted data analysis via PL/SQL of financial and P&C policy holder data
• Produced functional specifications from Business Requirements
• Managed project and conducted QA to upload web usage data from Oracle into Salesforce, increasing productivity
• Documented testing scenarios to validate data from ETL feed for Global team usage
• Used complex formulas in MS Excel and Oracle PL/SQL front end SQL Developer for data analysis

Confidential

Technical Liaison/Account Manager

Responsibilities:

• Central point of contact while managing Clearvision accounts for Wells Fargo, BNP Paribas and Barclays
• Configured UAT environments and conducted testing during implementation projects and software upgrades
• Implemented automated derivatives clearing solution for customers. Managed installation, testing and QA
• Used Oracle SQL to extract and format data for ETL process. Edited XML code for feed to GMI back office mainframe system
• Gatheird requirements, documented, and communicated to Development system enhancements
• Utilized Salesforce for incident management, change management and weekly incident report creation
• Identified process improvements, greatly reducing client server downtime
• Used Excel for management reporting including vLookups

Confidential

Systems Business Analyst

Responsibilities:

• Mined and summarized large data sets to produce monthly reports for the Life Insurance Actuary showing metrics and trends
• Developed Field Rep productivity and retention reports using Business Objects
• Extracted and formatted data to create flat files for submission to regulatory bodies including NASD and MIB of Mortality data using SQL scripts in Oracle/Toad
• Gatheird requirements and produced functional specifications for implementing new products
• Wrote and updated existing functions in APL (A Programming Language) for QA in development of new products
• Business Continuity Coordinator for Life Actuarial department. Developed Business Continuity plan for the department, coordinated technical aspects and participated in Disaster Recovery Testing. Documented test scripts
• Tools and technology used were MS Excel Pivot Tables and VLookups, MS Access, Oracle SQL using TOAD

Confidential

Account Manager

Responsibilities:

• Account Manager for equities electronic trading platform to Sell Side and Buy - Side Firms. Responsible for building relationships, managing business needs of customers, training users, solving problems and increasing client satisfaction
• Prioritized and communicated customer requests for new products and product enhancements. Performed software testing
• Provided technical specifications to Operations for additional FIX connectivity for external clients to execution platforms and sources such as NYSE, Bloomberg, Island, INET, ARCA, Redi, Sonic and Lava using connectivity networks such as Macgregor, TNS, EZE Castle, Thompson, and SunGard
• Received Hewlett-Packard OpenView NNM for Windows NT me technical certification
• Developed list of over 200 prospects for mass marketing and cold-calling initiative for the reselling of Hewlett-Packard Storage Area Network systems and software

Confidential

Account Manager/Project Manager

Responsibilities:

• Project manager responsible for full life cycle for electronic trading order management system to brokers on the NYSE
• Gatheird business requirements for development of new handheld device and communicated enhancement requests to development
• Managed client relationships with nearly 70 Brokers on the NYSE and AMEX
• Exceeded 7% yearly growth rate quota for all accounts and increased client satisfaction
• Provided technical desktop support in fast paced environment for Day Traders, CEO and managing directors of the company
• Configured desktop computers and laptops including installing Windows 95/98/NT and proprietary software

Confidential

Sr. Investment Computer Support Specialist

Responsibilities:

• Developed survey in Lotus Notes 4.5 script for use by the HR department
• Implemented NT rollout from Windows95/98, trained users. Implemented migration from cc: Mail to Lotus Notes Mail 4.51
• Provided technical support for over 70 users. Upgraded, deployed, and supported over 20 software packages on the network
• Developed Crystal Reports for clients; installed software at client sites and trained users
• CNA certified Novell Network Administrator; Promoted from Technical Support Representative
• Provided technical phone support for over 600 clients for proprietary client-server purchasing software PO Writer written in FoxPro
• Conducted monthly classroom training sessions, wrote software documentation, tested software

Confidential

Network Administrator/ Programmer

Responsibilities:

• Developed computer program for renewals department written in Paradox PAL script
• Updated programs written in APL (A Programming Language)
• Novell Network Administrator and Technical Support for 50+ users. Supported network applications
• UNIX network administrator (10%)
• Passed part one of the Actuarial examinations
• Promoted from Actuarial Clerk after just six months
• Worked in Group Actuarial, prepared Quarterly Financial Statementson