SUMMARY

• Lead Software Engineer offering a 30 year IT career with exceptional business and technical acumen.
• Expertise in all phases of project plan development and deployment, including business analysis, requirements gathering, design, development, testing, deployment and ongoing support.
• Proficient with a vast diversity of financial applications and technologies on various platforms.
• Motivated, driven, collaborative and quick to adapt.

TECHNICAL SKILLS

• Jira, VersionOne, SharePoint
• Microsoft Office software: Word, Excel, Visio, PowerPoint, Outlook
• SQL, stored procedures and related tools: Microsoft Management Studio, PostgreSQL, DbVisualizer
• SQL Server, Oracle, Sybase
• SDLC, Project Office
• Python, PyCharm, Informatica, Korn Shell
• Java, C#, Eclipse
• UNIX, Windows
• XML, HTML, oXygen
• Agile methodologies, Scrum, Kanban, Scrumban
• COBOL, CICS, EASYTRIEVE PLUS, VSAM, SUPRDUMP, SYNCSORT, MVS JCL
• Transmission methods: NDM and FTP {PGP, SSH, SFTP, MoveIt}
• Adobe Flash, Adobe Flex
• Jenkins, SmartSVN, Endevor
• Web Services, SoapUI
• Autosys, CA - 7
• TSO, PANVALET, File-AID, Abend-AID, XPEDITER
• Modula-2, Pascal, Basic

PROFESSIONAL EXPERIENCE

Confidential - Englewood, Colorado

Responsibilities:

• Analysis, design, development, testing and maintenance of mainframe applications for the Transfer Agency.
• 24x7 on-call support for several batch systems and over 30 web-based applications.
• Support of disaster recovery exercises.
• Fund mergers, fund closures, fund name changes and addition of new funds on numerous platforms.
• Performed major conversions. Acted as the business analyst for half of the conversions and closely collaborated with the business analyst for the other half.

Confidential

Lead Solutions Engineer

Responsibilities:

• Primary lead on PowerAgent record keeping systems. Sole technology support for 529 tax forms generation and routine year end activities. This entailed ownership of the preparations, special testing needs and round-the-clock support on the last business day of the year.
• Subject matter expert on all output components of the PowerAgent application, encompassing files sent to Broadridge Customer Communications, our current print and email vendor. This includes checks, confirmations, statements, tax forms, NCOA address scrubs and document mailings.
• Interviewing, selecting and training software development candidates to fulfill the project needs of our transfer agency.
• Facilitating continual vendor software upgrades while coordinating with our business partners and Quality Assurance.
• Currently using an Agile approach closely resembling Scrumban.
• Partnering on maintenance with our web team for 529 plan websites and with our 529 imaging and scanning systems vendors.

Senior Solutions Engineer

Confidential

Responsibilities:

• Guided efforts on newer server builds, while coordinating operating system upgrades.
• Worked closely with our DBA team and data center to optimize the maintenance schedule for our PowerAgent Windows servers. Achieved minimal disruption and risk to our nightly cycle and daytime user interface applications.
• Assisted with building portions of the Price Manager application, which directs the flow of fund prices from supplier Brown Brothers Harriman to numerous downstream consuming systems company-wide.
• ‌Assisted team to coordinate with supporting vendors on modern application security practices. Vendors included ForgeRock for multi-factor authentication and WhiteHat to identify code vulnerabilities.
• Attended management and leadership courses in preparation of onboarding additional staff to handle increasing workloads. Courses pursued: Crucial Accountability, Influencer, Crucial Conversations and Harvard ManageMentor.

Senior Programmer Analyst

Confidential

Responsibilities:

• Drove multiple 529 address improvement projects which resulted in significant savings from postal discounts. Implemented CASS scrubbing via Informatica data quality tools. Converted NCOA and RPO services to DST Output.
• Converted over one hundred Secure Server transmissions to MOVEit, our current transmission tool.
• Trained offshore developers to support our QA and Development environments after hours.
• Worked continuously with our PowerAgent vendor, Envision, to improve inefficient software components.
• Leveraged and improved Visio documentation of all Envision PowerAgent batch systems used frequently by developers and business partners. Documentation was essential for this complex system with over 4,000 jobs.
• Took on-call support of several additional GUI applications, such as Looking Glass, Portfolio Builder, Oasis, GPS and many others.

Senior Programmer Analyst

Confidential

Responsibilities:

• Implemented new 529 products for the State of Texas, the State of New Mexico, State Farm Insurance and Private College Tuition Plan Consortium. These new plans comprised an additional $3.2 billion in assets under management.
• Built Informatica workflows to produce daily activity, position and price files for the State Farm 529 plan.
• Led large Bank Account Redesign automation project, forecasted to save the firm $19 million annually. Built a robust Wiki web page thoroughly documenting the entire architecture and flow of all Monetary Control applications which is widely used by technology staff and business partners.
• In 2007, began transition to the TA Front-end and Alternative Products team. Consequently performed aggressive training for other internal and offshore developers on my expertise in Monetary Control applications.
• Worked with our Learning and Development team to create a “Teach Others To Teach” class, in recognition that many developers were often training others but had no formal ability or experience to effectively teach others.
• Added numerous large clients to our front end Alliance Trading and Tracking System (ATTS), through which they invest in our funds. Clients added: Intuition’s Texas 529 Prepay, PNC’s ING, Ohio Tuition Trust Authority, and American Century’s Kansas 529 plan.
• Led the application of repeated underlying fund allocation updates for internal ATTS products, such as Portfolio Series, International Diversified, Legacy, Diversified Alternatives, and 529 plans.
• Built open servers on the mainframe for our Shareholder Accounting General Ledger application to interface with GUI applications.
• Offered an Autosys focus seminar, training tool and class to address many misunderstandings about this scheduler. This reduced critical mistakes made by the data center and developers.
• Worked with an expanded team to take additional ownership of the Enterprise Fund Master system, which serves as the central repository of all indicative fund data.
• Applied both Scrum and Kanban Agile practices.

Senior Programmer Analyst

Confidential

Responsibilities:

• Demonstrated exceptional performance under pressure on 9/11 disaster recovery when our firm lost its New York office. Worked tirelessly to resolve all file exchanges with banks as the market came back online in the following days. Nominated for our company’s top award.
• Built ACH redemptions and returns projects and exhibited extensive knowledge of NACHA standards. Later added 529 business into this system.
• Pioneered bank holiday procedures, serving as guidelines to handle major disruption and the manual intervention necessary when our stock market holidays do not coincide with bank holidays. These also serve as reference for unplanned market closures.
• Assisted OPS team on NSCC mandate projects and on-call. Assumed additional on-call support for the Regulatory and Online/CALC teams.
• Coached and mentored other developers to support Monetary Control applications.
• Applied new UNIX, Sybase and SQL skills to Mutual Fund Profile project with no defects.
• Supported OS390 upgrade and COBOL 390 conversion.
• Delivered presentation on Shareholder Accounting General Ledger (SAGL) application.

Programmer Analyst

Confidential

Responsibilities:

• Led major Y2K remediation and testing as workload was delegated to six programmers. Successful results with practically no company fallout.
• Led Fleet and Bank of Boston Merger project.
• Supported bank account and check reconciliation applications for Shareholder Accounting.
• Mastered Project Office methodology.
• Developed and supported numerous Shareholder Accounting and Cash Management applications under budget, within deadlines and without errors.
• Helped streamline the iterative process of implementing new funds by building a detailed procedural checklist deemed the “New Fund Cookbook”.