Responsible for data and analytics engineering for Investment Management’s finance and distribution departmentsLead a team of analysts, architects, engineers and developersDrive business analytics and strategy using data-driven insights allowing a “story” to be told through dataOptimizing the ingestion, flow and process of data to allow for quicker analytics for end usersManage the analytics and data environments for finance technology pre bookingIncreasing visibility for senior leadership around flows, AUM and revenueIdentifying opportunities for integration and synergies across multiple systemsAnalyzing data points that help the sales teams grow our business and our brand across the globeIntegration between Morgan Stanley and Eaton Vance architectures

Help define and implement our data strategy, and build the Infrastructure to support it. Work closely across multiple lines of business to align that data strategy with ongoing enterprise efforts and needs. The members of the data architecture team work with fellow developers and stakeholders to develop and maintain data models and the metadata models. The role is responsible for aligning processes in support of our business customer goals and requirements. Ensure that data is delivered timely and meets the quality standards expected. They participate in new implementation projects across various departments and organizations, ensuring that completion with established procedures and requirements. The group will define, develop and support our RPA practice and other desktop data processing procedures in their roll-out across the organization. Work in conjunction with the Data Delivery and Analytics team to provide best possible solutions for our clients. Then work closely with those clients and stakeholders to provide the appropriate support and communication. Built a data quality framework between multiple systems via the "Analyst Window"

Strategic decision making and long term vision of the Analytics teamInterface directly with business stakeholders and leadership to ensure that the priorities for the team are properly aligned to business needsRecommend to clients a method of delivering results from the project to meet current and on-going needs using one of the following tools: OBI, Tableau, Crystal Reports, Hyperion, Coric, Business Objects or the Microsoft StackPerform data analysis to identify relevant trends and/or data quality issues and execute follow up analysis and formulate recommendations as neededPerform analysis to identify availability of data as well as gaps in data and deliver recommendations / considerations based on those findingsCoordinates with client to thoroughly understand the business needs, project scope, and anticipated deliverable associated with the request for serviceDevelopment of a custom reporting toolSpearheaded implementation of our institutional reporting tool and institutional data martLaunched the Tableau program with my team from the ground upModernized multiple processes around the organization using a myriad of solutions

Bridge the gap between business and technology by developing and/or influencing information models to meet business needsProvide leadership and guidance with regards to best practices and design for the development teamPOC - Setup and evaluate multiple BI tools, report findings to upper managementProvide technical expertise as it relates to decision-making and priorities for the OLAP information architectureParticipate with clients, internal and external organizations to define solution requirements for developmentOversee prototype development and presentations to customersCollaborate with disparate groups in the company to streamline processes

Assist in the reporting needs for various departments, including sales, finance and marketing.Responsible for supporting the implementation and maintenance of reports and dashboards using Oracle Business Intelligence Enterprise Edition (OBIEE) and Hyperion EssbaseEssbase - OBIEE integration, including Level 0 reportingConsult with clients on business needs, translate business needs into analytics / reporting requirements, design the most efficient solution, and interface with company and client to ensure successful delivery of client reportingCollaborates with end users to identify needs and opportunities for improved data management and delivery.Designs and builds Queries, Reports, and Dashboards using Eaton Vance established frameworks and standards.Assists management in the development of project timelines and documentation.Leads client demonstrations and requirement collection meetings, reviewing application prototypes and functionality enhancements.Verify execution of changed functionality and make suggestions for improvement when needed.End-to-end OBIEE architecture and development, including RPD data modeling and data transformation.Supports and administers production applications which may include system enhancements, bug fixes, and general administration.OBIEE 11G UX customization

Design, develop and maintain cubes using Business Intelligence Development Studio (BIDS) and SQL Server Analysis Services (SSAS)Design, develop, test and maintain crystal reports, extracts and performance indicators necessary to support the Siemens Soarian based Compass ProgramDevelop SQL queries and stored procedures using SQL Server 2005/2008Participate in the creation and maintenance of the reporting jobs/streams using Siemens Soarian report development tools and SQL Server 2005/2008 toolsCollaborate with end-users, Compass PMO staff and other IS departments to develop detailed specifications Interact with cross functional teams and peers to help support Compass reporting needs for Siemens Soarian FinancialsContribute to data extract, transformation and loading development and support for Siemens SoarianContribute to critical documentation (specifications, blueprints, policies and procedures, change management)

Design and built all reports using established frameworks and standards with Oracle Business Intelligence Enterprise Edition (OBIEE).Collaborate with end users to identify needs and opportunities for improved data management and delivery.Assists Management in the development of project timelines and documentation.Lead client demonstrations and requirement collection meetings, reviewing application prototypes and functionality enhancements.Validate and test data using Oracle SQL to ensure accuracy.Support and administer production applications which includes system enhancements, bug fixes and general administration.Responsible for Oracle Business Intelligence Enterprise Edition (OBIEE) BI Publisher reports as well as bursting capabilities within data model.Created, designed, implemented and maintained Oracle BI Answers, Queries, Oracle BI Publisher Reports, Oracle BI Interactive Dashboard Pages and Prompts, Oracle Bursting and Oracle iBotsBuilt vb.NET application to help automate a data validation, data analysis and data loading process.Upgraded OBIEE from 10g to 11.1.1.5. My team migrated over 1000 reports and all of our dashboards were upgraded and redeveloped during the process.

Web design and implementation strategies, such as how to optimize site for Google crawlers.Designed, developed and tested site scraper tool written in asp.net. and PythonCoded web site with regards to scripts and server side languages.Developed a CMS which was used to handle all output of the site scraper.Designed applications which automated co-workers machines to save time and money.Worked with Google analytics and reviewed ad words campaigns.

Customer intelligence, data mining and trend analysis.Responsible for all company reporting, including web activity, financial data, sales and inventory.Reported directly to owner of company explaining reports that were generated using excel plug-ins: solver, data analysis and Cognos TM1 Business Intelligence tool.Handled all computing aspects of the company including setup and maintenance of network.Analyst - responsible for all of the collection reports generated

Multiple roles within this company, started as a collection agent, moved on to account manager / analyst, then moved onto a reporting specialist. Each role was for a different client within the company.Spherion Project:Worked with PeopleSoft Enterprise Application to maintain proper DSO for all clients.Worked with Crystal Reports to bill larger clients.Chosen as one of three account representatives out of 75 to represent the company onsite at a major client’s corporate offices over a 6 month period.Worked with the billing department to bring Spherion’s largest account below 2% daily sales outstanding.Dell Project:Handled all reporting for the Dell corporate project which was the largest client in the company using MS Excel and VBA.Implemented, maintained and designed all reports company wide.Created reporting system which saved associates and managers 40+ hours a week.Setup and delivered company-wide training seminar for all associates and managers, explaining new reporting protocol which I developed.