Kirk McLeod ? *** Beverly Road ? Mt. Kisco, NY ***49 ? Mobile: (914) 227-
**** ? Email: ********@*****.***
PROFILE
Seasoned Information Technology (IT) professional with 18 years experience
in areas: Anti-Money Laundering, Surveillance, Project Management, and
Change Management. The exposure and involvement in a varied and broad
spectrum of IT disciplines and activities within diverse business and
industry sectors, has resulted in building me into a valuable asset for IT
global program solutions.
PROFESSIONAL SKILLS & ACHIEVEMENTS
. My Higher Education Student Retention project was featured in
Microsoft's TechNet Magazine.
. Advanced database and web developer and integration
specialist across multiple industries including Finance,
Accounting,
Trading, Configuration Management, Human Resources, Education
and Property Management
. Re-alignment and maximizing utilization of IT resources, cost
reduction with increased productivity and profitability
within Mainframe, Midrange, Client/Server and Web environments
(and/or combinations thereof)
. Full SDLC, Scope, Cost, Risk, Budget, Time management running
multiple projects and activities simultaneously
. Management and furthering client and business relationships,
Sales support and contract negotiation (Grants, RFP's,
SOW's, etc)
. Business Analysis & Requirement Documents, Functional &
Technical Analysis, IT Strategy Planning & Feasibility
Studies
. Business Process Analysis & Re-engineering; Workflow and
Dataflow Analysis, Business/Object Modeling, and
Data Modeling
TECHNICAL SKILLS
Modeling Sybase, Erwin, UML, Hummingbird, ASQ [BPR & CMM (levels 1-5)],
Tools proficient with RUP/Rational suite, Popkin (System Architect), and
extensive use/knowledge of PMI Methodologies
Databases DB2, DB4, Oracle 8/8i/9i, SQL Server 6/7/8, VSAM/ISAM, IMS,
Btrieve, EasyTrieve,
Informix, Progress, Clipper/FoxPro/dBASE, Data Modeling (various
RDMS's tools).
Programming Oracle - Developer 2000/Forms & Reports, Clipper/FoxPro/dBASE, MS
Languages Access, SQL, PL-
SQL, Visual Basic Applications, HTML, ColdFusion including MS
Project, PowerPoint, Flash, Fireworks, Java, PHP
Handheld AppForge Crossfire, Pendragon Forms 3.2, Pendragon Sync Server 2.0,
Tools Satellite Forms 5.2
Hardware IBM Mainframe, AS/400, RISC 6000, PC's, HP (up to 3000's), Data
General, DEC/VAX and SUN Solaris, Unix
Operating MVS, DOS VSE, OS/400, TSO, Novell Netware, Unix, (SCO, RS6000/AIX,
Systems Sun Solaris), MS
DOS, OS/2 (Version 2.0 upwards), MS Windows 95/98/NT/2000/XP.
PROFESSIONAL EXPERIENCE
Note: Projects and assignments detailed below (Period 1/1998 to present)
were completed as an independent consultant under ATSI.
7/2010 - present Royal Bank of Scotland (Change Management-PMO)
PMO Chief Architect
Successfully coordinated efforts and configured data mart to streamline
global on-boarding, finance, time-entry, milestones, and project management
global systems into SQL Server 2008. Data mart serves Executive Management,
Program Managers and Project Managers for PMO tracking and reporting
purposes. I am responsible for coordinating global IT resources in London,
Chicago, India and Singapore. I developed desktop reporting solution
(including packaging and deployment) using client/server solution and Quick
Base by Intuit. I provide strategic risk mitigation solutions for Actimize
Global Bank roll out. I report to Head of Change Management.
Responsibilities and milestones include:
. Reduced 4 day reporting process into 10 seconds.
. Satisfying compliance requirements for Risk Assessment for Technology.
. All GUI design including the development of Forms, Queries, Reports
and Modules.
. Coordinated efforts and provided guidance to Sybase, SQL and Oracle
DBAs.
. Data Mart with data streams from 5 global systems.
Technology - Erwin (Data Modeler) MS SQL Server 2008, MS Access 2007, MS
Excel 2007, Visual Basic for Applications, SQL, PL-SQL, Citrix, Share
Point, RBOS packaging, Visual Studio, SSIS, DTS, HTML, Java and Quick Base
6/2009 - 8/2010 Credit-Suisse COO-(PMO)
Project Manager/Lead Developer
I currently work in the Chief Operations Office's Project Management Office
were I have designed/developed a database to manage portfolio's for the
bank, configured in a client/server architecture. The core system allows
60+ (global) users to input initiatives and capture related information for
budgets, supplier budgets, programs, and projects. These initiative data
sets are used to improve visibility, management, communication, response-
time, collaboration, cross-coordination, and financial submissions all to
meet the Governance Board's strategies. Reduced a 40 hour initiative budget
submission process into 2 hours and successfully submitted a $700 million
dollar budget to Zurich using the database.
Responsibilities include:
. The management of 1 other developer including help desk support for
installations and the resolution of any related issues.
. The design, creation and production of all tables in MS SQL Server
2005.
. Securing the application in MS SQL Server and Microsoft Access 2003.
. All GUI design including the development of Forms, Queries, Reports
and Modules.
. Customized code using Visual Basic for Applications.
. Structural outline for the informational portal using Share Point.
. Documentation includes Database Design Description, User
Specifications, Data Models and Work-Flow Diagrams.
Technology - Erwin (Data Modeler) MS SQL Server 2005, MS Access 2003, MS
Excel, Visual Basic for Applications, SQL, Citrix, Share Point
8/2005 - 6/2009 UBS - Money Laundering Prevention Group (Sensitive
Clients Unit) Chief Architect
UBS's Group Money Laundering Prevention Unit leads its efforts to fight
money laundering, corruption and the financing of terrorism. My
responsibilities included the architecture, design, and development of an
account "pre-approval" opening system linking the branches and Anti-Money
Laundering Prevention Group.
Responsibilities include:
. Delivers customized MS Access and Visual Basic for Applications
solution to manage the account pre-approval process opening over 15
thousand accounts (and 25 full time users) for Financial Services.
. Leads projects and initiatives with broad scope and high impact to the
business and is a recognized expert in the anti-money laundering
(account) pre-approval embedded controls field.
. Coordinates Global initiatives between London, Connecticut, New
Jersey, and New York IT Groups.
. Responsible for major and complex assignments with long-term business
implications. This role contributes to the overall strategy and
manages complex issues within functional area of expertise.
. Gains in-depth understanding of all existing product line platforms &
architectures in order to develop and drive AML product architecture
framework, standards, and development environments for engineering
execution.
. Determines & drives vision for future platform development to deliver
a better-integrated product portfolio in more cost-effective manner,
maximizing opportunities for commonality across product lines.
. Interfaces with multiple organizations to resolve products and
determine appropriate application of our technologies.
. Works closely with business unit leaders (AML) and Software staff to
ensure AML and customer needs are met.
. Maintains good communication and relationships between software
engineering, engineering, configuration management, software quality
assurance, program management, and customers.
. Works with management to develop product plans and technology plans to
support future product development.
Technology-Virtual Private Network (VPN), Client/Server - MS Access XP
2003, MS Excel, MS SQL Server 2002-5, Oracle 9i, Oracle Discoverer,
Hummingbird, Citrix, App Modeler for Power Builder, SQL, ASP.NET 1.1, XML,
and Visual Basic for Applications
11/2004 - 8/2005 PropertyNexus
Chief Architect
Property Nexus is a service provider offering web enabled property
management tools including synchronized handheld applications. The aim was
to create customized solutions for apartment building management, community
association management and "board member to resident tools"; enabling them
to facilitate communication reducing cost and increasing property
portfolios while streamlining administrative processes.
Responsibilities include:
. Designed and developed proto-types using MS Access XP and Visual Basic
for Applications including table designs for forward engineering to MS
SQL
. Planning, scheduling and managing periodic releases and production
support releases/issues/updates
. Management and co-ordination of IT - Operations, Application
Development, QA, Production Support, 3rd Party Vendors and/or business
partners
. Management, Definition of Policy & Procedures for International and
Domestic Domain Name Registrations
. Management of transition of all Domain Name Registrations to a single
vendor
. Definition of Business Processing Requirements and Rules, Workflow &
Dataflow Analysis
. BRD's - consolidation, review and approval of functional, technical
and business requirements analysis
. Facilitating Web Portal Design & functionality across full spectrum of
customer's business divisions
. Working both Internet Analysts and Users on the design and prototyping
of portal design & functionality
. Implementation and furthering the use and expertise of both Summit and
PMI methodology and standards
. Management and co-ordination of on-site, off-site and off-shore
resources and deliverables
. Investigation, analysis and documentation of new portal requirements
(for both Intranet & Internet)
Technology-Client/Server/Handheld/Web - AppForge Crossfire, Microsoft SQL
Server, SQL, Macromedia MX Tool Suite, XML, HTML, Java, Windows NT/2000/XP,
MS Office Suite (Access, Project, Word, Excel, Visio, PowerPoint etc), and
PMI methodologies
4/2004 - 10/2004 Bunge North America
Senior Access Developer
Bunge North America is a primary supplier of high quality agricultural
commodities and food products to the global marketplace. The application
architecture required a database design to support the trader's need to
manage cash contracts, framed contracts, logistics and profit/loss analysis
reporting. Metrics were calculated on a daily basis from data feeds
transmitted from S&P and Thompson Financial (IBES & First Call). Logistical
tracking data was shared with global shipping ports.
Responsibilities included:
. Application designed using MS Access with data migration from
comprehensive MS Excel spreadsheets.
. Workflow & Dataflow Analysis, Object & Data modeling, Data
Specifications/Design, Data Mapping, Data Integration
. Functional, technical and business requirements analysis, and
resulting BRD's, Business Process Re-engineering
. Investigation, analysis and documentation of both existing and new
systems, definition of Business & Processing Rules
. Facilitation of design and progress meetings and management of Project
Scope, and Web Content
. Design and prototyping of applications functionality (screens,
database, programs) and obtaining sign-off
. Full SDLC, culminating in the deployment and management of the
production site
. Logistical feeds, data metrics posted on the site (logistical
tracking), issue reporting and resolution thereof
. Established a skeleton PMO and production processes to ensure
controlled on-going growth of the product and web site
. As the second phase of external funding was cancelled, the trading
desk was relocated to Sweden late 2004
Technology-Client/Server/Web - Microsoft SQL Server, SQL, Macromedia MX
Tool Suite, XML, HTML, Windows NT/2000/XP, MS Access, MS Excel, MS Word and
PMI methodologies
1/2000 - 3/2004 Research Foundation, City
University of New York Senior Access Developer/Architect
The Research Foundation (RF) is a private, not-for-profit educational
corporation chartered by the State of New York in 1963. It engages in the
post-award administration of private and government sponsored programs at
The City University of New York (CUNY). Title V funding was appropriated to
Lehman College to provide application tools to increase retention of
students admitted as first-time, full-time students. The software connected
a student experience survey to an integrated comprehensive and coordinated
student support service data mart.
Activities and responsibilities included:
. Designing/developing GUI's using MS Access XP and configured
with Oracle 8i/9i for over 100+ users
. IT Consultant, Conversion Manager, Project Management,
Business Systems Analyst, Workflow and Dataflow
Analysis
. Reduced labor hours of academic support staff and, while
increasing productivity and student retention
. Created PMO to standardize all IT Policy & Procedures -
Documentation Standards, Change Control, Project
Costing and Proposal standards, Methodologies (Analysis,
Development, QA & Testing), Call Centre & Help
Desk, etc
. Procurement, Vendor & Client management as well as Conference
Support (contracts, presentations and project
costing)
. Specific training programs/courses for Administrators,
Faculty, Counselors, and Senior Management
Technology-Client/Server/Handheld/Web - Oracle 8-9i, PL-SQL, Microsoft SQL
Server, SQL, Windows NT/2000/XP, MS Access, MS Excel, MS Word, Visual Basic
for Applications, and PMI methodologies
1/1999 - 11/1999 Lockheed Martin (Integrated Business
Solutions) Senior Developer
Lockheed Martin is the leading provider of information technology to the
federal government--and has been for the past ten years. I provided
consulting services to Bell Atlantic's Directory Services for the Directory
Data Warehouse (DDW) Migration Project. The Division of Change Management
required a version control system for managing software conversion from
Mainframes to varied DBMS environments. Additionally, I designed/developed
WAN client/server version control application to manage day-to-day tasks
associated with 300+ team based application and Web developers, by multiple
offices nationally.
Activities and responsibilities included:
. The development of customized change management tracking application
using MS Access for over 300+ users.
. Development of two automated process for scheduling the DDW jobs on
the closed books and the Incanvas books
. Data cleansing and transformation efforts
. Performance tuning of current Incanvas process efforts
. Data Mapping of BEACON to DDW effort
. Documented their current CM process and recommend the best CM tools
. Document the existing data mapping effort of SMSS to DDW
Technology Client/Server/Web - HTML, SQL Server, Sybase, Windows NT, EDI
(vendor/supplier), MS Office Suite (Access, Project, Word, Excel, Visio
etc), NT Professional, AIX/Unix
5/1998 - 12/1998 Verizon (Human Resource Information Systems)
HRIS Database Development Manager
With more than $71 billion in annual revenues, Verizon Communications Inc.
is one of the world's leading providers of communications services. Verizon
has a diverse work force of 212,000 in four business units. The Human
Resources Information Systems Division required an application to manage
the recruitment/hiring process including requisitions, invoices, hiring
sources, cost allocation and applicant tracking. The application interfaces
with both new & existing systems respectively in Boston, Maryland, and West
Virginia offices.
Activities and responsibilities included:
. The design/development of GUI using MS Access and Visual Basic for
Applications
. Finalization and sign-off of the Business Requirements Document,
Functional and Technical specification
. Project cost, scope, risk control - facilitation of progress meetings
and design sessions, BPR initiatives
. Control, UAT, Case & Use Case Analysis, issue and problem resolution,
risk analysis & escalation procedures etc)
. Object and Data modeling and Database design changes/enhancements
(predominantly MS Access - with appropriate schematics and diagrams
(Erwin/Visio)
. Advisory/liaison function within a cross-functional team environment
(Operations, DBA's, QA)
. Conversion and on-going integration with existing infrastructure and
legacy systems (applications and data)
. Incorporation and integration/enhancement of a number of desktops (and
components thereof) with the wide area networked client/server
application
. Full SDLC culminating in the deployment of the production site
utilizing PMI methodologies
. Completed preliminary costing and CBA for next phase of the project
for budget submission purposes.
Technology Client/Server - MS SQL Server, Sybase, Windows NT, MS Office
Suite (Access, Project, Word, Excel, Visio etc), Visual Basic for
Applications
1/1998 - 4/1998 INNOLOG
MS Access Training Consultant
INNOLOG's Supply Chain Logistics is a fully integrated life cycle solution:
an end-to-end process to manage, control, and accelerate material and
information across disparate functional and geographic boundaries to reduce
supply chain costs and time of product and information flow from origin to
consumption.
a. The Pentagon
ODCSLOG supports the Army G4 by providing research and evaluation of
existing and emerging logistics processes, to develop new initiatives, to
correct weaknesses, and improve current logistics capabilities including
supply, maintenance, transportation, logistics automation, logistics
readiness, and troop support. The Finance Division required an application
to manage budgets and task orders for all functional areas as well as
migrating spreadsheets from various accounting departments.
Activities and responsibilities included:
. Financial, Budgeting, Costing and Task Order systems; Access Control,
Time and Attendance systems all designed using MS Access and Visual
Basic for Applications
. Development and delivery of MS Access specific class room training
with intermediate/advanced database development techniques to
Government and Military personnel
. Produced training materials and MS PowerPoint presentations for class
room instruction
. Project Management, Business Analysis, Systems Integration, Business
Process & Workflow Analysis
. Design, development and implementation of Budget & Task Order
Management & Tracking System as well as being the Project Director on
the Development phase
b. The Census Bureau
The Census Bureau serves as the leading source of quality data about the
nation's people and economy. The Logisitcs Department required a web-based
solution to manage national lease property procurement/management, change
management, management of supply chain, and human resource metrics.
Activities and responsibilities included:
. Designed database architecture for the Census Bureau's Logistical Web-
Based Deployment System
. Functional business and requirements analysis, technology review,
business workflow and data flow analysis
. Provided Change Management manuals for administrators and UML/GUI
documentation for off-shore development resources
Technology Client/Server/Web - HTML, Oracle, SQL Server, CGI, Windows NT,
MS Office Suite (Access, Project, Word, Excel, Visio, etc)
4/1997 - 1/1998 Boeing (Government Information Services
Unit) Lead Developer
Boeing Information Services has 1,200 employees in the United States and
abroad, and is based in Vienna, VA. Major customers include the Department
of Defense and NASA. The Defense Department's RCAS is a 12-year, $1.6
billion contract Boeing won in 1991. SAIC, which has 35,000 employees and
$4.6 billion in revenue in 1998; subsequently, purchased Boeing Co.'s
government information services unit mid 1999.
a. Reserve Component Automation System (RCAS)
The Office of Change Management required an application to manage the
change process by integrating functional business areas to track contract
amendments/modifications to the RCAS contract. The system provided
centralized record storage and facilitated communication across multiple
platforms. The application conformed to Military Software Standards and
Carnegie Melons Software Engineering Institute's Capability Maturity Model.
Activities and responsibilities included:
. Functional business and requirements analysis, technology review,
business workflow and data flow analysis
. Design/development of application using MS Access and Visual Basic for
Applications for 8 divisions for centralized work-flow record storage
. Data modeling, data specifications and preliminary data warehouse
design, conceptual design of GUI components
. Review and evaluation of chosen/existing technology
platform/infrastructure, GUI development progress etc.
. Infrastructure - review & analysis of existing configuration and
preliminary recommendations
. Formulation of preliminary IT policies and procedures (QA, production
level and pricing maintenance etc)
. Preliminary agenda for the proposed RAD/design workshop and proposed
methodology to be followed
Technology Client/Server - MS SQL Server, Windows NT, MS Office Suite
(Access, Project, Word, Excel, Visio etc), Visual Basic for Applications
b. Defense Support Services Group (DSSG)
The Office of Accounting and Finance required an application to manage cost
analysis and task order tracking. Contract line item numbers were assigned
task orders for processing and budget impact analysis.
Activities and responsibilities included:
. Finalization and sign-off of the Business Requirements Document,
Functional and Technical specification
. Designed proto-types and applications using MS Access
. Control, UAT, Case & Use Case Analysis, issue and problem resolution,
risk analysis & escalation procedures etc)
. Object and Data modeling and Database design changes/enhancements
(predominantly MS Access - with appropriate schematics and diagrams
(System Architect)
. Advisory/liaison function within a cross-functional team environment
(Accountants & Financial Analyst)
. Incorporation and integration/enhancement of a number of desktops (and
components thereof) with the wide area networked client/server
application
. Full SDLC culminating in the deployment of the production site
utilizing PMI methodologies
Technology Client/Server - Unix, MS SQL Server, Windows NT, MS Office
Suite (Access, Project, Word, Excel, Visio etc), Visual Basic for
Applications
1/1997 - 3/1997 Nextel (Legal Department)
Databases Developer& Analyst
Nextel Communications, a FORTUNE 200 company based in Reston, Va., is a
leading provider of fully integrated wireless communications services and
has built the largest guaranteed all-digital wireless network in the
country covering thousands of communities across the United States. The
Legal Department required an application to mimic the functionality of the
Federal Communications Commission's frequency allocation tracking system.
Activities and responsibilities included:
. Modifying existing MS Access application in conformance with business
rules from the Federal Communications Commission
. Finalization and sign-off of the Business Requirements Document,
Functional and Technical specification
. Implemented modifications to existing systems on and off site.
. Object and Data modeling and Database design changes/enhancements
(predominantly MS Access - with appropriate schematics and diagrams
(Erwin/Visio)
. Advisory/liaison function within a cross-functional team environment
(Engineering & Legal Divisions)
. Incorporation and integration/enhancement of a number of desktops (and
components thereof) with the wide area networked client/server
application
Technology Client/Server - MS SQL Server, Sybase, Windows NT, MS Office
Suite (Access, Project, Word, Excel, Visio etc), Visual Basic for
Applications
2/1996 - 11/1996 Glover & Van Cott
Director of Information Systems
Glover & Van Cott provides legal services with respect to all facets of
real estate law, including the sale and acquisition of properties, lease
preparation, and negotiation for commercial, industrial, and residential
properties, real estate development, landlord-tenant issues, condemnation
actions, construction contract and liability disputes, and work outs. The
legal team required a solution where case files could be scanned, indexed
and stored on CD-ROM; accessible from the network or via laptops in court.
Activities and responsibilities included:
. The design of image-enabled software for legal case management using
MS Access and Visual Basic for Applications
. Supervised 11 staff members responsible for receiving case files and
quality assuring, indexing, and converting the case files to CD-ROM
technology.
. Managed the development of commercial legal document imaging products
extensively coded with Visual Basic for Applications, SQL, and ODBC
customization.
. Created technical specifications and quality assurance of the
company's products including forecasting market trends
. 24 hour technical support to attorneys including the Novell Network
configured with CD-Array Towers and Optical Jukeboxes.
Technology Client/Server/Image Server - MS SQL Server, Windows NT, MS
Office Suite (Access, Project, Word, Excel, Visio etc), Visual Basic for
Applications, Visual Basic, Btrieve
Prior to 1996
IT Analyst, Consultant, Sales Engineer
Management, analysis, sales support and operational functions for
mainframe, MS Access, Image Enabled Databases, Novell and Unix based
financial systems (GL, AP, AR, HR, Payroll, Fixed Assets) as well as member
of Mastech's DOD Health Care System implementation team.
Professional Affiliations
New York Software Industry Association
Association for Competitive Technology
Microsoft Developers Network
Microsoft Partner
Community Association Institute
EDUCATION
Candidate, Bachelor of Science, Marketing, Hampton University, 1986-1990