Alan Lui
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Alan Lui Email & Phone Number

Functional and Technical Analyst at Gladstone Institutes
Location: San Francisco, California, United States 6 work roles 2 schools
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Role
Functional and Technical Analyst
Location
San Francisco, California, United States
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Alan Lui is listed as Functional and Technical Analyst at Gladstone Institutes, a with 585 employees, based in San Francisco, California, United States. AeroLeads shows a matched LinkedIn profile for Alan Lui.

Alan Lui previously worked as Functional & Technical Analyst at Gladstone Institutes and Enterprise Systems Data Analyst at Gladstone Institutes. Alan Lui holds Bachelor’S Degree, Computer Information Systems from California State Polytechnic University-Pomona.

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Gladstone Institutes

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About Alan Lui

• Eight years of report writing and developing experience on ERP system by using Oracle Business Intelligence Discoverer and Evisions ARGOS on Ellucian Banner Finance and HR.• Three years of experience in analyzing, designing, and developing Business Intelligence and reporting solution by using Banner Extract Transform Load (ETL) Tool, Oracle Business Intelligence Enterprise Edition (OBIEE), Discoverer, and Evisions ARGOS on implementing ODS (Operating Data Store) / data warehouse for Banner Finance and HR.• Ten years of experience in using SQL or PL/SQL on data analyze and data manipulate process.• Experience in reporting and functional support especially on billing system, finance system, Banner Finance, Banner HR, credit card approve system, and, on-line payment process system.• Three years consulting experience working for Amdocs Inc. as a Subject Matter Expert to provide application support and system development on their billing and collection module at Pacific Bell Telecommunication company.• Experience in designing complex reports and ad hoc reporting for financial management system and high volume on-line transaction reports.• Strong at understanding, studying, and, transforming business data, business functionality, and business rules to programming logic for reporting.• Experience with working with various vendors and industry sectors to define and develop interface / APIs with SaaS Company, payment gateway, payment lockbox, Credit Bureaus, and banks.

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Gladstone Institutes
Gladstone Institutes
Functional and Technical Analyst
San Francisco, CA, US
Website
Employees
585
AeroLeads page
6 roles

Alan Lui work experience

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Functional & Technical Analyst

Current

San Francisco Bay Area

• Responsible for reporting solution, ODS, ETL process, and enterprise data subjects in Ellucian Banner.• Functional support on ERP - Banner Finance and Banner HR especially on finance system: -Basically, responsible for providing reporting, programming and analytical support for various enterprise systems including Ellucian Banner Finance, Grants, Purchasing and Human Resources, and Ellucian Banner Operational Data Store (ODS) data warehouse. Ancillary system support includes the Evisions Argos, FormFusion and Intellecheck suite, and third party data interfaces and integrations. The duties of this position include maintenance and enhancement of existing system functionality, development of new applications and interfaces, and automation of processes.• Implementing a new enterprise reporting solution – Evision ARGOS to replace the legacy reporting tool - Oracle Discoverer for our ERP system - Banner Participated in the new reporting tools evaluating process and learned the new report tool As the enterprise data expert helped users understand the enterprise data and functional requirements to match with the new reporting capabilities  Converted over 100 reports within 8 months Enhanced the old reports to use new reporting features such as OLAP (On-line Analytical Processing)  Develop new data mappings and Data Blocks for report writing Develop Financial Dashboards for Purchasing, AR, and AP, and GL units  Designed and implement new report security Assisted our Accounting Director and key users on report testing and data verification Trouble shooting and error fixing on ERP operating data vs. ODS data issues Provide classroom training on teaching the new reporting tools and compiling both converted and new reports

Dec 2005 - Present

Enterprise Systems Data Analyst

Current

Business Intelligence Solution, Enterprise and Finance Reporting, ODS Support, ERP System Support

Dec 2005 - Present

Risk Analyst - Head Of Risk Management

Questnet

Hong Kong

• As a Risk Analyst, I led, interfaced, and liaised with different departments, clients, technical and non-technical users on various new/change payment solution for their on-line transactions.• Developed reports, rules, and systems to work with various internal departments to monitor the on-line payment process • Worked with outside payment gateway to setup Risk Management business processes and reports to mentor e-commerce interface data

Sep 2004 - Jul 2005

Subject Matter Expert

San Francisco Bay Area

As Subject Matter Expert consultant I provided application support and system development for Pacific Bell telecommunication company.• Supported on Financial application to work as on-site support to investigate on on-line applications, interfaces, and Data Mark batches errors of the Billing and Collections Cluster (BCC), which combines billing, collections, accounting functions, and financial reporting with Oracle Application technology for Pacific Bell Telephone Directory.• Provided data analysis and reporting on AR Payment Lock-box files feeding nightly batches by develop stored procedures in Oracle database to create financial reports and error checking • Developed complex stored procedures, functions, triggers and views in support of the purchase history, product history, and payment logs in the BCC within the CRM system. • Created design documents, functional specification documents, design and execute test plans/cases and production deployment documents.• Collaborated and partnered with clients to develop use cases for functional and user acceptance testing

Jan 2001 - Mar 2004

E-Commerce Developer

Creditland Inc

San Francisco Bay Area

As a key member of the data engine team I was responsible to monitor and analyze the credit report interface data and custom portfolio data for on-line credit approval • Maintained several key data interfaces between the credit bureaus and the in-house Credit Approval Developed Decision Engine and reports by developed PL/SQL package in the database• Utilized MS Query to gather interfaces data, site activities data, or on high risk Customer Credit Reports data to build management reports for Decision Engine Team and marketing decisions reports for marking business need.• Troubleshoot and defined any system error between Oracle databases, the Capstone financial software, interfaces, or outside vendor system issues, then produce detail log of the resolution for the development team. • Acted as user key interface between business users and programming team members• Work with cross-functional teams and outside vendor such as credit bureaus and FICO to define and document key data interfaces between production storefronts and Loan Decision Applications

Nov 1999 - Nov 2000
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Colleagues at Gladstone Institutes

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2 education records

Alan Lui education

FAQ

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What company does Alan Lui work for?

Alan Lui works for Gladstone Institutes.

What is Alan Lui's role at Gladstone Institutes?

Alan Lui is listed as Functional and Technical Analyst at Gladstone Institutes.

Where is Alan Lui based?

Alan Lui is based in San Francisco, California, United States while working with Gladstone Institutes.

What companies has Alan Lui worked for?

Alan Lui has worked for Gladstone Institutes, Questnet, Amdocs, and Creditland Inc.

Who are Alan Lui's colleagues at Gladstone Institutes?

Alan Lui's colleagues at Gladstone Institutes include Betsy Powers, Theodora Pak, Yoshitaka Sei, Kavitha Rao, and Ritu Kumar.

How can I contact Alan Lui?

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What schools did Alan Lui attend?

Alan Lui holds Bachelor’S Degree, Computer Information Systems from California State Polytechnic University-Pomona.

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