Personal Retirement Systems

A business systems analyst and project manager role with a data warehousing technology team, providing decision support information and optimizing business and technology capabilities while working in partnership with clients to analyze opportunities. Product Oversight - Facilitated home office controls for investment services of more than 600,000 accounts, ensuring portfolios and trading adhered to guidelines and standards. Analytics and Metrics - enhance business function through delivery of information services. Completed data analysis, modeling, table design and process specifications based on requirements gathering from client interviewing.Asset Allocation - became a subject matter expert on product asset allocation, applying strategies to triage product into system categories, enabling systematic calculation of fees, compensation, and ability to navigate product to their correct reporting channels.Process Migration - Achieved streamlining and reduced processing costs by migrating mainframe functions to a distributed platform, utilizing DataStage ETL tools. Compliance - Supported complex informational requests from legal and governing bodies against excessive data volume, utilizing onshore and offshore resources. Management - Responsible for resource planning and staff management of development and maintenance projects under an $800,000 budget.

Activity Planner - Developed an Activity Planner Application interface for a major manufacturer that directed material needs and assembly work required to meet production targets. Maintained this HP 3000 based system across multiple factory installations.Bill of Materials – A member of an online bill of materials update development team, relying on IDM/ADSO. Fulfilled many large scale batch reporting needs using COBOL and Culprit.

Durable Medical Equipment - Developed software to support a DME System that resided on an IBM System 34, using COBOL and RPG.

Statistical Consulting Services - Wrote software using SAS, SPSS, Fortran and BMDP to produce statistical analysis reports for new drugs undergoing clinical studies, toward an FDA submission.