Dennis Zhao Email & Phone Number

New York, NY, US

New York, NY, US

• Managed and maintained the Firm's Elite 3E and other integrated systems including iTimekeep, iManage, Cosine broadcasts, SSRS reports and Iridium dashboards
• Managed the integrity of the Firms financial data through internal controls and user access design
• Converted legacy Excel spreadsheets to SSRS reports; automated personalized distribution with SSRS data-driven subscriptions
• Automated nightly data feeds (client/matters, timekeepers, etc) to third-party cloud-based systems including ChromeRiver, Lexis-Nexis, Westlaw, JPMorgan PaymentNet and FedEx
• Designed, planned and coordinated testing of upgrades and enhancements
• Provided support on all financial and related systems; including liaising with consultants and software vendors on projects and tasks

New York, New York, US

• Worked closely with all levels of personnel in Accounting, Billing, HR and other departments to understand their day-to-day operations, identified areas of improvements, designed and implemented solutions to ensure.
• SME and technical owner of the firm's accounting, time-and-billing and other integrated systems, including Aderant Expert suite, IntApp and in-house databases & reports
• Supported firm-wide Timekeepers’ daily use of Aderant Expert Time across all offices
• Supported Accounting department’s use of Aderant Classic, Expert Image, Account Payable and Journal Entry modules
• Supported Billing department’s use of Aderant Expert Rate, Billing and BillBlast; create custom bill format with DocuDraft
• Implemented disbursement and invoice import jobs with Aderant Generic Importer

New York, NY, US

• Worked with SWIFT transaction data (structured and unstructured) as well as other wire and non-wire transaction data from various external sources
• Developed SSIS packages to automate ETL into SQL databases and identify information gaps
• Developed SSRS reports for internal AML and OFAC investigator teams
• Performed ad-hoc analyses in SQL and communicate insights through PowerBI dashboards

New York, NY, US

• As the data architect of a well-disciplined scrum project team, my primary responsibility was to provide lead technical expertise on data and reporting initiatives for "Ideal", the in-house custom-built CRM system.
• Performed data ETL from external sources (including Salesforce, MS Dynamics, ACT, Filemaker, Outlook, Excel and CSV) into Ideal backend database
• Designed, built and maintained SSIS packages and the underlying data flow for the above ETL tasks
• Developed and fine-tuned the exact and fuzzy data matching mechanism
• Wrote, deployed and maintained SSRS reports for various business lines
• Contributed in data model/entity framework design decisions for Ideal application

New York, NY, US

• Project: TaxTechPractice (TTP)
• Designed logical database models and provided technical guidance during each phase of the development
• Provided performance tuning and optimization of existing SQL code and SSIS packages
• Provided technical support for the database environment and database objects such as stored procedures, functions, triggers, tables, and views using T-SQL and SSIS packages
• Worked with developers, business analysts, other team members and clients to review the business requirements and translate them into database objects
• Participated in T-SQL code reviews and technical quality standards reviews with the development teams

Toronto, Ontario, CA

• Architected, implemented and managed Corporate Data Warehouse, designed data model and developed SQL databases and ETL, including complex views, functions and stored procedures for various business requirements
• Optimized SQL database model and queries to improve performance on ever-growing data size and reporting complexity
• Implemented and managed Corporate BI Reporting solutions (IBM Clarity, Cognos TM1 and FSR) including backend SQL data marts, SSAS and TM1 cubes, and ETL automation processes with SSIS
• Supported Financial Reporting team utilizing BI solutions to meet Equitable Bank’s financial, operational, regulatory and management reporting requirements
• Communicated with Accounting/Finance, Treasury, Risk Analysis and other internal Business Units, to understand their reporting needs and then translated their business requirements into project initiatives
• Led Data Warehousing and Reporting projects, design and implemented technical solutions and enhancements to help internal Business Units improve productivity and accuracy (see Work Examples below)

• Technical lead in client project implementations and production support
• Participated in full life cycle of implementations, including requirement gathering, solution design, deliverable development, user acceptance testing and production support
• Developed OLAP and SQL databases and ETL process, built SQL functions, stored procedures and SSIS packages in SQL Server
• Built Clarity 6 budgeting/forecasting templates and financial reports per client’s specifications and developed custom VBScript functions to accommodate client’s special requirements
• Conducted knowledge transfer, solution demo and coaching sessions with the management and/or technical team at the client company
• Created technical documentations and user manuals