Dennis Zhao Email & Phone Number

New York, Ny, Us

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 • Troubleshooted system issues; requested fixes or enhancements on behalf of users, working with internal IT and/or external resources• Interfaced with Elite and other vendor support structures; worked with vendors to deliver agreed upon services; provided logistical support and supervision to vendors as required• Led technical implementation of multiple financial projects as an acting BA and PM; reported progress to senior management

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 smooth business operation and improved productivity• 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• Implemented IntApp Integration Builder rules to facilitate data import and export, utilizing SFTP and PGP encryption when exchanging files with vendors• Supported IntApp Open and IntApp Flow applications• Supported ChromeRiver for expense and invoice input; automate integration processes with Aderant Account Payable and Expert Image modules• Supported HR department’s use of UKG/UltiPro; implement Integration Builder rules to create/update Aderant Timekeeper accounts and Active Directory accounts • Worked with Aderant, ChromeRiver and other vendors to address product issues and performed product upgrades • Implemented SSRS reports for various departments; set up data-driven subscriptions for personalized report distribution• Performed monthly OS and app security patching to ensure compliance with industry InfoSecurity requirements

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 utilized by real estate brokers across the company• 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• Advocated best practices in data structure, query and report design• Contributed in Ideal Helpdesk and production support for users in various offices across the country• Integrated Ideal into other applications within the company

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• Collaborated with the database administration team to support the database deployment and maintenance• Created, maintained and published data models, data dictionaries and entity relationship diagrams using industry standard tools and technologies

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)• Promoted best practices and implemented change control and risk assessment procedures, documented software and procedure changes to meet compliance and auditing requirements, which is crucial as a federally regulated bankWork Examples: • Implemented Mortgage Roll automation process utilizing SQL stored procedures & functions as backend engine and leveraging CLARITY as frontend user interface, which improved efficiency and accuracy by reducing accountant's manual work in Excel and minimizing human error• Automated Monthly Average Balance Report using SQL table-valued function to dynamically calculate weighted-average activities from transaction data based on user specified parameters and using CLARITY for frontend presentation. This was a regulatory requirement mandated by Bank of Canada upon Equitable Trust-to-Bank conversion

• 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• Addressed and resolved production issues after go-live• Participated in building and configuring internal QA SQL and OLAP databases• Participated in creating QA processes, test scenarios and test scripts; executed test scripts and identified potential software issues