Leading a team of developers and business analysts supporting the system, built with IBM ICM (Varicent), used to calculate and report production based incentive compensation for Bank of the West employees, including requirements definition and documentation, system development, data integration, system and data monitoring and incentive related business and financial analyses.

Led a business-embedded technology organization with a budget of $2.5 million providing management information, decision and analytic support, including sales and field incentive tracking and reporting applications, to the firm’s largest enterprise (3+ billion annual revenue). Managed infrastructure and development of systems responsible for calculation, tracking and reporting for field incentive plans with $16MM in incentive payouts annually for Schwab’s sales force alone; consulted… Show more Led a business-embedded technology organization with a budget of $2.5 million providing management information, decision and analytic support, including sales and field incentive tracking and reporting applications, to the firm’s largest enterprise (3+ billion annual revenue). Managed infrastructure and development of systems responsible for calculation, tracking and reporting for field incentive plans with $16MM in incentive payouts annually for Schwab’s sales force alone; consulted with senior leadership and incentives design and administration teams facilitating plan and metric design.Assessed current state of firm-wide data warehousing, developing business requirements and providing recommendations to address identified gaps resulting in a new data warehousing strategy, funding and successful implementation of a new data warehousing platform (Teradata). Provided direction, oversight and prioritization decisions for corporate data warehousing and business intelligence as member of the management team responsible for these functions. Delivered numerous rapidly developed, cost-effective interim and prototype technology solutions supporting the testing, evaluation and launch of new product initiatives in short time frames with a minimal technology investment.Consulted during initial phases of numerous enterprise technology initiatives assisting business colleagues evaluate proposed solutions and facilitating communication and alignment between business users and technology teams. Show less

Developed and implemented database applications. Served as Technical Manager for the newly-launched employee Purchase Card program, responsible for current and long-range system design, planning and implementation.

Engaged by business units of large companies (Pacific Bell, Levi Strauss, Charles Schwab) to create – alone or with small teams – applications of varying complexity, centered on management information or process automation. Provided requirements analysis, data analysis, process analysis, data modeling, system architecture and design, interface design, programming and technical writing.

Oversaw operations of the Western Regional Office which supported efforts of sales representatives including specialized reporting, new account setup, generating proposal financials, customer service and problem resolution for key accounts, conducting on-site training for the staff of the institutions selling Travelers Checks.