SUMMARY:

• Designing and developing the migration of Confidential ’s SAS - based personal loan reporting applications to use a data warehouse deigned to reflect the new loan origination system.
• Designing and developing the migration of Confidential ’s SAS-based ad-hoc reporting systems from the mainframe z/OS and DB2 environment to AIX and Oracle databases.
• Designing the migration of Confidential 's credit limit increase program, from SPSS/Clementine to SAS; method reduced the planned time for the entire migration by 30%.
• Developing a SAS-based system for determining the level of participation in continuing professional by IBM employees.
• Developing systems to track and determine patterns of malfunctions on Boston’s metro and tram system for the US Department of Transportation.
• Acting as a technical lead at the Confidential with a group that tests the results of conversions of acquired credit card portfolios using SAS. The main task dealt with the conversion of 31.5 million Confidential credit card accounts to the recently-acquired MBNA system. After the successful conversion, proceeded to document and upgrade the testing procedures and to organize the software libraries.
• Acting as a technical lead at Confidential, now Confidential, in a migration of an acquired credit card portfolio, using SAS to cleanse the data.
• Developing systems to monitor employee and branch sales performance for National Shawmut Bank, now Confidential, and The Confidential /BBVA Compass.
• Developing a system to analyze customer profitability for The Confidential /BBVA Compass.
• Analyzing, as a business analyst at IBM, IT project management data using SAS in the course of developing requirements for a new IT project management and accounting system.
• Analyzing manufacturing data using SAS for CAE Link Flight Simulation.
• Producing financial and reporting systems using SAS for the Confidential New York and its branch in New Jersey.
• Leading a team of five offshore SAS programmers to develop systems for compliance and government reporting for Confidential .
• Performing data quality analysis and system testing using SAS for a new unified compensation system for IBM and its client, The Lincoln National Life Insurance Company.
• Correcting examination data for The Confidential using SAS.
• Developing a system for reporting the results of warranty repairs on Xbox units to Microsoft for Confidential, using SAS.
• Analyzing investment and trading portfolios and strategies, using SAS in several cases.

TECHNICAL SKILLS:

Application Specialties: Data Mining, Data Warehousing, Data Analysis, Business analysis, Project management and accounting, Financial planning and budgeting, General banking applications including commercial, consumer loans, credit cards, mortgages and letters of credit, Invoicing and accounts receivable, Purchasing and procurement including import/export, Inventory control and distribution, Marketing analysis, Manufacturing and MRP, Loss prevention, Retail, Insurance, Managed Health Care.

Additional Specialties: Feasibility studies, Requirements analyses, Application system control, auditability, and security, Procedure development, Instruction and, Technical writing and user document production, JAD session facilitation.

Hardware: IBM mainframe, PC, AS-400, DEC VAX, Microdata, Apple Macintosh

PROFESSIONAL EXPERIENCE:

Confidential, Folsom, CA

SAS Specialist

Responsibilities:

• Documented a SAS, SQL and UNIX-based system for a state department of that produces class size compliance reports for the legislature. This was part of a decommissioning project because this report system is migrating to the client’s Windows server-Oracle based environment. Documentation will be used to produce technical design specifications.

Confidential, Riverwoods, IL

Senior SAS Specialist, Acting Project Manager

Responsibilities:

• Developed the strategy for migrating Discover Personal Loans’ (DPL) reporting systems from Capstone to a new loan originating system, Blaze-DLOS. Technical environment: SAS, SAS/EG, UNIX/AIX, Teradata, SQL.
• Developing anti-money laundering reports.
• Enhancing skip-trace reporting.
• Supporting system testing of the loan servicing system Finacle.
• Providing guidance in improving performance of the DPL reporting applications.

Confidential, Washington, DC

Senior Applications Developer

Responsibilities:

• Maintained the Financial Data Load and Repository (FDL/FDR) System, a mainframe-based (z/OS) system handling input data formatted in XML and written in SAS, SQL, DB2, JCL with source code controlled by ENDEVOR.
• Produced detailed design documentation.
• Improved performance of the FDL/FDR system.
• Provided support to financial systems analysts using the FDL/FDR System.
• Designed and executed manual tests for quality assurance.
• Advised financial systems analysts on their systems designs.

Confidential, Tallahassee, Florida

Senior SAS Developer

Responsibilities:

• Developed and verified systems analysing teacher performance according to the Value-Added Model (VAM) using SAS, SQL, and SAS Enterprise Guide.
• Developed internal documentation standards.
• Developed methodology for using SAS ODS for presentation-quality output.

Confidential, Coppell, Texas

Senior SAS Developer

Responsibilities:

• Developed a metadata and data validation system in Base SAS, SQL and SAS Macro for importing spreadsheet data to Oracle and Teradata data warehouses. The data feeds models used for Confidential ’s stress tests. Development was in the Windows environment with production activity running in AIX.
• Developed and executed test cases for this system.
• Researched and developed best SAS programming practices for multi-processing, anticipating the client’s move to SAS Grid.

Confidential, Mettawa, Illinois

SAS Business Analyst

Responsibilities:

• Generated test cases based on business requirements specifications for HSBC Basel II data quality initiatives, especially for the Generation II Data Re-architecture project.
• Developed SAS and SQL programs and macros for these test cases and executed them in the Windows and mainframe environment.
• Analysed, reported and documented results to the development team.

Confidential, Oakland, California

SAS Architect

Responsibilities:

• Developed requirements specifications for Confidential ’s Ad-Hoc Reporting Group’s migration of its SAS-based systems from using DB/2 to use the National Value Tracker (NVT) Oracle database in support of developing new pricing models.
• Provided solutions meeting these specifications for data profiles and models and migration of programs from z/OS to AIX. These solutions consisted of SAS and SQL programs and macros that accessed not only the NVT data base but also the SAS datasets containing historical data on the mainframe.
• Researched, developed and tested procedures for the use of mainframe tapes by programs running in the SAS Enterprise Guide (Windows)/AIX environment
• Provided guidance and instruction to mainframe analysts in understanding the AIX environment
• Verified data in SAS datasets and DB2 and existing Oracle databases against the new Oracle-based NVT database.

Confidential, Richmond, Virginia

Senior Consultant

Responsibilities:

• Designed the technical plan for migration of the Credit Limit Increase Program (CLIP) from SPSS/Clementine to SAS 9.2. The originating data is extracted from a Teradata database and involves SQL joins of up to five tables.
• Improved the performance of CLIP programs by creating tables as SAS datasets maintained by the business by a factor of two
• Methodology enabled work to be completed in 2/3 the projected time, increasing the chances for delivering all SAS programs in time for the decommissioning of SPSS and Clementine.
• Developed the SAS code (programs and macros) in Windows to interface with the Teradata database on UNIX servers and to produce a file with segmentation and scoring data on selected accounts for further processing and final decision.
• Produced technical documentation
• Instructed junior- to mid-level personnel in the methodology.
• Undertook digital imaging research projects and wrote and proofread user manuals and other documentation (ACC Software, Brno, Czech Republic)
• Performed numerous data analytical tasks and small projects to analyze stock portfolio performance for private Czech investors and for trader behaviour
• Tested websites like www.midastrading.com
• Analyzed performance of FOREX market timing signals for Sure Forex Signals
• Privately published financial market analyses and forecasts for a group of select traders.

Confidential

Project Manager and Business Analyst

Responsibilities:

• Managed an international development team of three business analysts and three programmers.
• Migrated a Shell joint venture operation located near Milan, Italy from SAP to SUNSystems ERP.
• Budget for development: USD . Used understanding of FOREX markets to initiate purchase of software at a very favorable exchange rate.
• Developed business requirements
• Managed transition to support activities; prepared transition to support material

Confidential

Senior consultant

Responsibilities:

• Developed a system of engineering and financial reports for three sites worldwide
• Designed and implementing standard operating procedures
• Documented the database that the reports are using
• Provided technical guidance and instruction in SAS to users
• Introduced system development lifecycle standards to plant engineers and management staff

Confidential

Consultant and test designer

Responsibilities:

• Designed, ran and reported on user tests for new releases of SilverFast Ai Studio IT8 ME scanner driver version for the Nikon CoolScan LS5000 film scanner and the Mac OS X platform

Confidential

Advisory/Forensic Manager

Responsibilities:

• Conducted data analysis and mining projects in support of forensic accounting investigations
• Produced pre-audit and Forensic in the Audit (FITA) reports using a proprietary tool, K-Trace
• Developed operational procedures and defined requirements for data mining and data preparation for FITA reports
• Acted as a SAS technical expert; provided technical guidance and instruction to audit teams.

Confidential, Chicago, IL

SAS Consultant to the Department of Testing Services

Responsibilities:

• Implemented a system that corrected data on exam results files and the Dental Master database.
• Reviewed and documented systems that reported on the integrity of the Dental Master database.
• Developed programs to report on the quality of the data in the data files.
• Provided technical guidance to business project managers and analysts
• Upgraded the documentation for the conversion verification systems

Confidential, Wilmington, DE

Consultant, Technical Leader

Responsibilities:

• Developed major enhancements to the Sunday Sample online verification report system
• Upgraded the conversion verification systems to reflect and accommodate major system design changes implemented for new releases of credit card processing systems
• Produced design and test specifications in cooperation with business analysts and project managers
• Provided technical guidance to business project managers and analysts
• Upgraded the documentation for the conversion verification systems

Confidential, Los Gatos, CA

Marketing Business Analyst

Responsibilities:

• Developed operational and implementation procedures for the use of Chordiant’s Decision Manager product suite
• Participated in the proof-of-concept of a practice to install the Decision Manager suite, to instruct the staff of Infogain’s and Chordiant’s clients in the use of the suite.
• Applied Decision Manager in implementation of applications based on behavior models either provided by the package or models derived by the client’s use of SAS in its data warehouse applications.

Confidential, Woodland Hills, CA

Consultant and Technical Leader, IT Compliance

Responsibilities:

• Provided technical guidance to local users and offshore programmers and managing these programmers’ technical activities on a series of thirty tasks. These tasks involved accounting and claims reporting to government agencies and developing periodic reporting systems as required and included:
• Addressing data quality issues
• Creating a system of auditing reports
• Setting up database updating procedures for internal users
• Promoting initially ad-hoc reporting systems to production and supporting the systems in production
• Responding to subpoenas (court orders)
• Reporting to government agencies on such performance matters as the settlement and payment of claims
• Reporting on participation in government assistance programs
• Reporting the results of member satisfaction surveys
• Automating report delivery and distribution
• Developed standard operating procedures for this department, including the system development lifecycle
• Analyzed the effects of upgrading from SAS Version 8 to Version 9 on production systems and ongoing development.
• Instructed business analysts on how to write specifications.
• Ensured compliance with internal control and SOX methodologies and standards.

Confidential

Consultant

Responsibilities:

• Developed and tested an investment timing method by building a data warehouse for price information and using the statistical functions of Microsoft Excel and SAS Enterprise Guide against this warehouse
• Developed the business model for using this method in trading futures and options
• Managed the trading activity under this business model
• Developed trading and money management procedures and producing the operations manual and other documentation for a hedge fund based on this model
• Performed technical analysis on commodity, precious metal and currency markets.
• Undertook digital imaging research projects

Confidential, Fort Wayne, IN

Consultant

Responsibilities:

• Developed cost analysis, payment and accounting interface applications supporting Lincoln Life’s agent compensation and pension operations and merging the several systems involved in this function into one unified compensation system
• Reviewed and corrected business, design, and functional requirements specifications
• Performed data quality analysis tasks supporting the development and testing of the general ledger interface and migration applications using SAS Base and SAS Macro.
• Produced management and financial reports from the pension payment and benefit systems using SAS
• Designed and conducted unit and system tests of the unified compensation system
• Instructed consultants and employees in using SAS with DB2 in connection with maintenance and enhancements to annuity systems. Reviewed and designed enhancements requiring the use of SAS Base and Macro.

Confidential, Laredo, TX

Consultant, project leader

Responsibilities:

• Managed the analysis and development of general ledger and commercial, consumer, and mortgage loan applications involving both business and technical departments. Conducted feasibility studies and data quality analyses as part of the specification process.
• Built data warehouses and developed data mining applications measuring customer profitability, traffic, and employee performance
• Created interfaces between the mainframe banking system and client-server- and PC-based wire transfer, records management, funds management, and collections applications
• Designed standard system and user acceptance testing procedures and methods
• Designed, built and managed a model office for user acceptance testing, using the Year-2000 remediation project as the initial application
• Implemented branch expansion revisions, redesigning applications as needed
• Developed standard on-line applications for the new Argenta banking application
• Produced both technical and user documentation on delivered systems and updates to systems
• Provided production support activities with respect to the existing application systems
• Managed the definition and documentation of standard operating procedures, including testing practices and the System Development Life Cycle, for the bank’s information technology department.

Confidential, Bridgewater, NJ

Consultant

Responsibilities:

• Developed the Broker Commission Payment System with the transactional printing subsystem.

Confidential, New York

Senior Consultant

Responsibilities:

• Analyzed, designed and developed systems that generate financial and reports from Q/CARE, a software package for the management of health insurance and maintenance organizations
• Performed troubleshooting and production support on the billing and systems using SAS as the main analytic tool
• Produced financial data analysis reports using SAS Base and SAS Macro
• Produced specifications and operational documentation on systems
• Managed the technical portion of migrating the New Jersey operation to the new reporting system.

Confidential, Charlotte, NC

Consultant

Responsibilities:

• Developed procedures for the inclusion of acquired banks' credit card merchant data into CARDPAC
• Analyzed revolving credit data in support of the data conversion to CARDPAC using SAS and participated in the data conversion
• Wrote migration applications in SAS/Base and SAS/Macro.

Confidential, Winston-Salem, NC

Senior consultant

Responsibilities:

• Designed and developed data extraction (ETL) and analysis systems between the Millennium general ledger systems, for loading into FOCUS databases used for report generation
• Installed a new release of MONIES, a telecommunications accounting system
• Developed enhancements to its student loan origination system.

Confidential, Cary, NC

Consultant

Responsibilities:

• Produced utility programs that prepare customers' report and statement files for input to a transactional printing and mechanical collation and insertion system for bulk mailing.

Confidential, Binghamton, NY

Senior Consultant

Responsibilities:

• Developed enhancements to and upgraded the profit and loss analysis system to a new release using DATACOM/DB
• Produced requirements and design documents and user manual for this system
• Instructed and guided client personnel in developing applications using DATACOM/DB.
• Produced applications for the analysis of manufacturing data using SAS
• Designed and implemented financial analysis systems using SAS/Base and SAS/Macro

Confidential,, Pt. Pleasant, NJ

Responsibilities:

• Managed the development of and produced the documentation for the Confidential t census system.

Confidential, Greensboro, NC

Responsibilities:

• Developed and tested programs for a new release of an image and document cataloging system used by the U.S. Army and Air Force.

Confidential, New York, NY

Responsibilities:

• Enhanced a securities trading confirmation system
• Organized the Global Banking Systems Division's development environment and built source code libraries.

Confidential, Fort Lee, NJ

Responsibilities:

• Developed programs to convert or integrate securities data from clients and acquired operations with Mellon's securities database
• Assisted in audits of and corrections to the database
• Instructed programmers in the development of applications using IDMS databases.

Confidential, New York, NY

Responsibilities:

• Designed, coded and tested real-time and batch interface programs between the IBM-mainframe-based ARBAT banking system and a new VAX-based customer information system.

Confidential, Fairfield, NJ

Responsibilities:

• Developed and verified programs that prepared data for migration to a new field service information system resident in the VAX/VMS environment.
• Performed quality analysis on the incoming data.