Paul Cassidy Email and Phone Number

Contribute to the expansion of ettain’s Managed Solutions portfolio through product development, sales enablement, recruitment planning, and client consultation. Design program and product-focused talent solutions customized for clients’ unique strategic goals. Qualify opportunities through initial scoping sessions with clients to develop the sales pipeline. Create and launch a go-to-market strategy for ettain’s data enablement practice and digital transformation initiative. Collaborate with national Sales and Marketing leaders to communicate the value proposition to new and existing clients. Partner with client leadership to design program-level talent solutions in support of digital and DevOps transformations, data analytics, web and mobile application development.

Team Lead for 10 consultants partnering with one of the largest U.S. banks to support financial data governance practices related to data mapping, lineage and data quality control practices for federal regulatory reporting requirements.Partner with Data Stewards to analyze and model highly complex data supply chains to identify risk and redundancy within the local domain and between partner organizations for organizationally critical finance data.Consult with executives on data provisioning strategies to reduce risk and enhance data integrity and security by eliminating manually-intensive reporting solutions and instituting data warehousing and reporting front-end solutions.Work with finance groups and internal auditors to document program deliverables under enhanced timelines.

The Product Development Business Analyst, as a member of an agile scrum team, helps develop software products, features, processes, and capabilities for the enterprise.As a Scrum Master for the Clinical reporting product, develop the product roadmap and release strategy for a $850,000 project. Facilitate sprint planning sessions and serve as resource manager for a team of 13 analysts, developers, and testers.As a Product Owner for the Enterprise Data Warehouse product, manage and direct a $1.2 million enterprise data warehouse platform. Develop and communicate value proposition and market strategy for the product to internal stakeholders, clients, and potential users.As a Sr. Business Analyst, gather requirements for product backlog user stories. Partnering with the Product Owner, groom the product backlog, determine the value proposition of each user story, and develop the commercialization strategy for the release.

Identify and explore new opportunities to advance data analysis & data presentation capabilities and leverage our data platform to perform advanced analyses. Design solutions for creating repeatable models for the entire company to leverage. Understand our business and business processes to become experts on how data can best be leveraged to drive informed decision-making and add more consultative value to our clients.

Ensure that BI projects deliver business value, with a focus on managing the day-to-day direction and coordination of the project team. Integrate new business changes and ensure alignment of changes to any affected systems and deliverables. Obtain organizational support and resources for projects, and provide consultative support to business partners on appropriate use and integration of data and the application of reporting to answer their business questions. Hold primary responsibility for all client engagements related to data, reporting and analytics, as well as the quality and accuracy of deliverables.

Serve as technical liaison for leading independent broker-dealer in support of over 1,400 affiliated registered representatives throughout the United States.• Project manager and team member for major projects such as hosted accounting and performance reporting application, web-based investment platform, centralized investment alert system, compliance and accounting reporting utilities, and securities research and analysis tools.• Served on selection committee for implementation of hosted, customized Customer Relationship Management (CRM) application. Create RFIs and RFPs to vendors for additional analysis.• Negotiated new service agreements with third-party software providers and market data vendors to expand technical offerings and capabilities for end users.• Collaborated with mutual fund sponsors, plan providers, money managers, and insurance companies to create new business opportunities for affiliated advisors.