Responsible for the business intelligence reporting effort for a national mortgage services company as well as support and development of custom business applications. Current primary skill set includes SQL Server, SSIS, Power BI and Power Apps.

Energy Steel Products (2012) - Client had a need for some screen-scraping processes to populate data from their vendor websites and load the data into their Access database. I designed, developed, tested, implemented, and documented the processes. The processes were automated to run on a daily schedule.

• Served in a professional services role with primary responsibility for the management and execution of projects to convert 30 banks from older versions of our proprietary loan and deposit origination and tracking software (INFO-ACCESS). • Responsible for all aspects of the conversion projects, including analyzing and understanding user needs from both a business and data/technical perspective, the development of complex queries for the conversion, the development and execution of the implementation plan, and the verification of the accuracy of the results.• Responsible for developing and supporting processes to load daily data from bank cores (FiServ Premier and Signature, Jack Henry Silverlake and 20/20, and others) into our proprietary loan portfolio management and tracking system.• Responsible for on-going support of INFO-ACCESS.• Responsible for installation of on-going product upgrades.

PROFORMANCE designs, develops and implements best practices document management solutions for the financial services industry. We improve commercial lending, deposit and other paper and data-intensive operations by providing efficient access to documents and business data, while mitigating compliance issues. In fact, our expertise with the OnBase content management system enables customers to add modules, such as our INFO-ACCESS and INFO-CAPTURE applications, to create solutions that automate industry specific business processes. From productivity gains to storage cost reductions, PROFORMANCE provides the solutions necessary to help financial services institutions gain a significant competitive advantage.

Contract Project Manager responsible for the migration of databases supporting key operational applications for the Canadian business unit to an Oracle 11g EE environment

Defined, developed & implemented Enterprise Performance Management (business intelligence) tools used to monitor & react to key business results & trends. The tools were comprehensive & measured not only financial results but also transactional activity at the staff level. The package also included predictive forecasting based on ratios & trends, & allowed the business to set detailed plans & performance thresholds to ensure budget & profit performance.Full responsibility for all aspects of business intelligence development, including:- Development of business goals, key performance indicators (KPIs) & associated metrics to measure success towards those goals- Translation of business goals & requirements into system specifications- Development of overall architectural design for business intelligence effort- Definition and construction of data model & operational data store (ODS)- Definition & construction of extract, transform, & load (ETL) & script processes to populate the ODS- Development of reporting, including dashboards & scorecards- On-going production support & enhancementsInstrumental in the creation of two new revenue streams- Created a new revenue stream from the business intelligence effort by working directly with client senior management to provide like services for over 40 of our top clients, including telecommunications organizations, call centers, banks, manufacturers, & non-profits. Projects included reporting internal client metrics as well as reporting key HR, financial, & operational performance metrics for our services to the client. - Designed, developed, & implemented a web-based Employee Performance Management system (patent pending) for internal & external use. The system was used internally as well as marketed as a separate product to a number of our top clients.Recognized as a leader by senior management & awarded a special award by the president for “out of the box” thinking and creativity.

Served as project manager/lead business analyst for a number of major system implementations and integrations. All projects were completed on time and within budget.- PeopleSoft Implementation • Led a cross-functional team including internal staff from multiple departments and external consultants to install the Staffing Front Office, Time and Labor, and Pay/Bill modules and integrate them with PeopleSoft Financials • Led the effort to convert all legacy system front office data from a proprietary Oracle database to a PeopleSoft/SQL Server environment- Legiant Timeclock Implementation • Led a cross-functional team including internal staff and vendor representatives implement a web-based time and attendance system- Web-based Applicant Tracking System and Staffing Front Office Implementation • Led a cross-functional team including internal staff and vendor representatives in the customization and implementation of a web-based applicant tracking system and staffing front office application, including integration with back office payroll and billing systems- In-house development and implementation of an integrated internal time and attendance systemServed as applications manager/lead business analyst for a distributed front office application consisting of 25+ databases. - Supervised up to 5 professionals- Responsible for all development and support efforts, including identification and resolution of issues, identifying and closing gaps in processes and procedures, systems and end-user testing.

Responsible for the automation of a $15,000,000 electronics components distribution center.- Assumed responsibility for a project that was two months behind schedule and successfully brought the project to completion on schedule and within budget- Managed the development effort of technical professionals, software vendors, and end-users across five companies and four states, including the supervision of seven professionals.- Coordinated all interactions with senior and executive management- Lead the effort to develop detailed functional business requirement specifications as well as coordination of system and integration testing.