Terry Goodman Email & Phone Number

Littleton, Co, Us

Specialties: Program Management, Project Management, Process Improvement, Business Intelligence, Data Management, Data Governance, Data Analytics, and Data Warehousing. Client & Vendor Relationship Management, Troubleshooting & Solving Complex Technical / Business Problems. Application Development & Implementation, IT Leadership & Resource Management.

Managed project management and technical resources, in the delivery and support of Aspire, a world class Portfolio Accounting and Performance Reporting application. Aspire provides portfolio performance and portfolio accounting Cost Basis compliancy.Communicated with Product Management, Senior Management and Clients to prioritize and plan future functionality and technology needs for Aspire. Supported clients and drove results by conveying a sense of urgency and bringing issues to closure. Managed technology resources, both direct and matrix, for systems analysis, application development, defect management and application support for existing and newly converted clients.Core Competencies: Program Management, Project Management, Process Improvement, Business Intelligence, Data Management, Data Governance, Data Analytics, and Data Warehousing. Client & Vendor Relationship Management, Troubleshooting & Solving Complex Technical / Business Problems. Application Development & Implementation, IT Leadership & Resource Management.

Project Management of client conversions for Broadridge Financial Solutions, Inc with their new Aspire Portfolio Accounting & Performance Reporting Services.

Senior IT Business Applications Manager (Enterprise Business Intelligence): Directed project managers and technical staff to implement strategic initiatives and resolve critical business issues. • Established best practices / standards for Business Intelligence reporting, data delivery and data integration. Responsible for design and delivery of numerous data centric initiatives through Data Warehouse and Data Hub structures deployments. • Designed and planned a 3-year $8M technology road map for the Sales, Finance and Marketing Departments. Delivered custom data cubes and data warehouse for marketing email and direct mail campaign management. • Integrated and or implemented applications producing higher level of quality, functionality and availability of investment related information which significantly improved investment data quality, timeliness, and report quality.Core Competencies: Program Management, Project Management, Process Improvement, Business Intelligence, Data Management, Data Governance, Data Analytics, and Data Warehousing. Client & Vendor Relationship Management, Troubleshooting & Solving Complex Technical / Business Problems. Application Development & Implementation, IT Leadership & Resource Management.

OppenheimerAssistant Vice President - IT Applications Manager: (1995 – 1997)• Reduced production report execution times from 24hrs to 45 minutes.• Selected to participate in a Management Development program which lasted over 9 months, and consisted of hands-on involvement in all departments within the Mutual Fund Corporation, gaining valuable knowledge and insight enabling me to deliver higher quality technology projects. • Returning to IT, I managed a staff of approximately 17 through the full application development life cycle, concentrating on major corporate initiatives and re-engineering efforts for the benefit of many departments within Investment Fund Accounting, Transfer Agency, and Retirement departments. • Performed project and staff management duties as well as managed several vendor relationships, which included offsite development of key components or systems for a very successful turnkey 401(k) product for the broker/dealer communityCore Competencies: Project Management, Process Improvement, Data Management, and Data Warehousing. Vendor Relationship Management, Troubleshooting & Solving Complex Technical / Business Problems. Application Development & Implementation, IT Leadership & Resource Management.