• Lead various requirement workshops to guide business owner to identify valuable KPI’s across multiple departments• Develop KPI detail documentation including data source(s), business logic and requirements• Develop various queries to complete data validation• Created test plans and test cases for each data source and dashboard• Develop dashboard design requirements and provide consulting with visualization options• Develop Tableau worksheets/dashboards• Complete all metric quality assurance to meet requirement needs• Quickly gain trust and foster relationships across multiple department heads

• Developed various data exports for cross enterprise data needs • Assisted in design, development and testing of Route Carrier tool• Created and implemented enterprise tool training for all origin locations across North America• Provided Route Carrier Tool support for users and administrators• Developed daily reporting to show user adoption and identified areas of tool improvement/training• Established and maintained Product Owner role for the routing tool • Identified various Key Performance Indicators with the development of data mart• Developed multiple PowerBI-based dashboards which assisted client leadership on enterprise operational decisions• Lead business requirements for client specific subject areas (Accounts Receivables and Lease) to address Product Owner’s needs• Completed required data analysis to ensure all report metric are accurate and meet requirements. • Designed OBIEE-based reports using a variety of different data sources and applying features through wireframe • Conducted various Agile based meetings for the overall data warehouse team• Prepared and led various teams (data warehouse, external source systems and business) during required time sensitive system upgrades• Created functional and technical requirements documentation

• Identify key opportunity to utilize data sources to show trending analysis to leadership using Tableau-based reports.• Conduct daily reporting requirements from various data sources to a cross product platform audience.• Complete time sensitive ad-hoc reporting and analysis requests.• Quickly learn key data sources to become Subject Matter Expert on various dashboard and leadership report requests.• Lead business requirements efforts to address Product Feature Owners health metric needs.• Lead analysis to assist senior management to make strategic decisions.• Mentor Data Services team members to partner with key resources and data requirements.

• Senior Manager of the conversion team responsible for on-boarding new clients for Schwab’s Trust Outsourcing product.• Managed the data conversion efforts between Schwab clients and Innovest, the trust application vendor.• Created and maintain multiple project documents during conversions such as project methodology, conversion requirements and testing approaches.• Led the conversion team in extract requirements and testing for downstream data file needs.• Executed conversion data quality assurance checks.• Managed client testing and training during conversions.• Directed client set-up and branding items for conversions including logos, checks and statements.• Played a prominent role in Schwab’s first outsourcing de-conversion project, requiring heavy process and data analysis utilizing internal and external Schwab resources for a cross action plan. • Routinely produced intricate data extracts using SQL and T-SQL for various uses including data de-conversion projects, report and ad hoc requests.• Responsible for developing and supporting technical solutions to assist clients during audit requests using MS SQL Server, MS Access, MS Excel and SQL Server Reporting Services.• Provided technical solutions for conversion team requests.• Assisted internal partners in continual identification and implementation of streamlining opportunities and upgrades needed in the data conversion process.

• Led various projects as main point of contact for both internal and external clients for addressing Matrix products and providing solutions.• Identified and developed use cases, business requirements, and testing documentation for multiple projects addressing technology solutions.• Utilized multiple data query/mining tools including MS Excel and MS SQL to complete data analysis and conversions.• Developed and modified various file layouts for system integration needs for multiple clients and products.• Completed data mapping and modeling exercises. • Assisted in product development cycle to meet all client requirements.• Constructed process and data flow documents.• Managed project communication with team members, stakeholders and senior management throughout project lifecycle.• Interacted with both technical and non-technical team members to ensure clarity of project tasks.• Part of systems team to designed and developed a BOE reporting system solution.• Provided technical support for data and reporting needs to clients for quarter-end and year-end processing.• Completed analysis and testing of Fund Data Warehouse converting fund data sources.

• Responsible for managing delivery of over $1.7 million in software development projects simultaneously.• Created multiple documents for CoBank’s software lifecycle methodology. These include functional and technical specifications, project charter, and resource budget documents.• Designed and maintained project plan and budget tracking on resources and project basis.• Facilitate weekly project meetings between Denver-based headquarters and resources located in multiple remote offices throughout the nation.• Identified business processes and apply a technical solution to streamline procedures.• Lead RFP project focusing on selection of Enterprise Content Management system.• Lead a variety of projects including MS Sharepoint portal projects, implementations of enterprise-wide Document/Records Management system, and multiple third party software upgrades.• Identified and developed business requirements for technical solutions.• Created use cases to validate business requirements.• Provided analysis to automate processing.• Researched numerous data sources to ensure meeting requirements set by business community.• Identified and create specific data calculations.• Completed system and user testing tasks.• Created stored procedures and functions to specified requirements.

• Acted as a liaison between Berger’s technical team and user/management community. During these meetings user requirements were captured as well as current processes. • Served as lead technical project manager during the consolidation of Berger Financial Group into Janus Capital Group. This entailed project, systems, and resource planning as well as terminating vendor contracts specifically pertaining to Berger Financial Group’s IT Department. Interacted with Janus project leads to ensure a smooth transition during the corporate restructuring.• Produced vision, functional, and technical documents required during the software development lifecycle. • Applied knowledge of current processes of fund accounting to provide insight as part of the technical team.• Developed data cubes produced from a data mart to provide OLAP reporting capabilities.• Created multiple custom and ad hoc reports utilizing Crystal Reports, Brio, and MS Access for Fund Accounting and Trading Departments.• Identified repetitive manual business processes prone to error and offered new ideas to automate them.• Developed numerous automated applications to assist daily business processes. These applications spanned multiple internal departments.• Created and maintained Web pages.• Responsible for supporting multiple technical needs as Berger departments requested external applications be brought in-house.

• Developed scripts to automate processes for an online customer initiated work order form. • Developed a Validation Report using PL/SQL for AT&T Broadband’s data warehouse team to reconcile data. Raw data was consolidated into an Operational Data Store from two separate data sources. • Provided MS Visio drawings of hardware and databases involved in complex multi vendor complexes.• Participated in a forum to resolve issues for the QC Snap Process, which provides data to multiple internal divisions of AT&T Broadband to assist departments in executing their own reports.• Developed an advanced application to import nightly data from a remote database. Techniques used in this application include but are not limited to multiple table joins, parameterized explicit cursors, multiple looping techniques, and extensive use of insert, update, and delete DML statements. Using SQL*Plus within Oracle to populate bind variables used throughout the multi-step process. • Created complex procedures and triggers to manipulate the data for front-end application requirements. This data was used for Dexter ANSMS, an automated network and subscriber modem monitoring system tool that supports over 2,000 users worldwide.