Project Manager Data
Resume:
David Marks
Plainfield, IL *****
*****.***@***.***
Abilities: Extensive experience in Finance and Investments with specific focus on fixed income
securities, financial futures and options, interest rate and cross currency swaps,
other derivative products and foreign exchange.
Significant experience in the Transportation/Leasing sector.
Driven complex reporting platforms from inception to maturity.
Excellent communication skills.
Superior technical skills are leveraged to design and develop strategic solutions
that solve complex Reporting and Business Intelligence challenges.
Technical Proficiencies:
BI/Reporting Tools: Microsoft Reporting Services, MicroStrategy, Actuate
Databases: DB2, Oracle, SQLServer, MySql, Informix
OS: UNIX AIX & HP-UX, Linux, Windows
Programming Languages: Java, C# .Net, C++, PL/SQL,
ETL Tools: Informatica, Microsoft DTS, Hibernate, ADO
Web Technologies: ASP .NET, XML, JBoss, JavaScript, Struts, Tiles
Other Tools: Eclipse, Visual Studio, Visual Source Safe, Log4j, Ant, Embarcadero,
Mercury Quality Center, jUnit, nUnit
Employment:
Wachovia Securities Inc Chicago, IL
Consultant June 2005 to Present
Business Intelligence / Senior Management Reporting
Guide senior business partners through the data requirements definition process to ensure high satisfaction
with delivered reports.
Produce logical and physical data model.
Implemented solutions in a multi-dimensional star schema (OLAP).
Defined ETL process requirements.
Consult and collaborate on performance tuning of Informatica packages.
Provide strategic reports to Senior Managers of the organization with limited turnaround time using SQL
scripting techniques.
Design MicroStrategy reports for non-technical users.
Data Warehouse Conversion (A.G. Edwards to Wachovia Securities)
QA team leader for conversion events.
4 phased conversion over 20 months.
4 large scale mock conversions.
21,000 test requirements submitted for largest event.
Collaborated to produce a suite of 400 plus test cases.
Produced conversion meta-data to describe data sources, processes and targets.
Collaborated to produce high level play-books and detailed run-books for multiple platforms.
Facilitated traceability matrix and upstream and downstream defect-to-requirement tracking through to
resolution.
3,000 plus defects submitted evaluated and resolved.
Moved 6 terabytes of data on one weekend.
5 billion rows processed between the Operational Data Store and the Data Warehouse.
Data Warehouse Analyst
Deliver innovative solutions, reducing costs, meeting project time lines, and exceeding stakeholder
expectations.
Analyze high level business requirements and negotiate scope.
Propose strategic enhancements to project deliverables.
Facilitate and participate in JAD sessions.
Define technical solution based on requirements.
Presentation of technical solution to technical review committee.
Produce logical and physical data model and DDL scripts for solution.
Defined specifications for new data sources from source systems.
Implemented algorithmic approach to identifying outlier data quality issues.
Produce documentation required throughout the software development life cycle (SDLC) including Business
Requirements, Functional Requirements, Traceability Matrix, Test Strategy Documentation.
Design programmatic test algorithms (QA) using Mercury Quality Center.
Function as Subject Matter Expert for various subject areas.
Provide guidance in the correct usage of data to application teams.
Specialize in large data set processing.
Produce gap analysis for project evaluation.
Train and support business users in the ongoing operation of applications.
Worked on multiple projects concurrently.
Successfully delivered million dollar projects, and a total of 12 projects in 28 months.
Projects included Net Asset Flows, 4Front, New Rookie Training, Branch Conversion, Regulatory Reporting.
XTRA Corporation St Louis, MO
Programmer / Business Analyst March 2002 to June 2005
Prototyped Business Intelligence platform (modeled star schema and implemented tools SSIS, SSAS).
Directed a vendor evaluation project testing the functionality of SSRS and suitability to technical requirements.
Supported over 100 report designs producing 180 to 220 distinct reports on a daily, weekly, monthly, annual,
or ad-hoc basis.
Implemented best practice source management strategies.
Facilitated requirements gathering and negotiated scope of reporting projects and managed the Software
Development Life Cycle (SDLC) of reporting projects.
Re-engineered reporting batch with up to 90% efficiency gains.
Produced reports with internal and external hyperlinks, dashboards, graphs, bursting, complex help, table of
contexts, KPI’s, and data files.
Facilitated report delivery in client/server, intranet and internet platforms.
Developed reporting portlets for inclusion in other applications.
Generated reports from multiple data sources (Informix, DB2, SQL Server) including multiple buffered data
sets XML files, and flat files
Developed multi-threaded application for archiving reports to PDF (C/C++ API integration).
Provided subject matter expertise to developers wishing to deliver integrated reports in Client/Server system
using API calls in C# .Net.
Hamilton and Sullivan, Inc St Louis, MO
Project Manager (Developer) January 2000 to March 2002
Designed and developed from the ground up, ASP/database (Oracle/PL SQL) driven report portal serving
Actuate reports for commercial billing system.
Implemented Actuate reporting solution at five major financial institutions.
Surveyed users for new Actuate report requirements.
Developed batch and parameter driven Actuate reports for incorporation within the larger application stack.
Regions Investment Company Inc Little Rock, AR
Registered Representative (NASD Series 7) May 1997 to January 2000
Executed bond and stock orders on the Bond Desk.
Advised customers how to invest funds in a full array of financial instruments including equities, options,
bonds, and mutual funds.
Analyze clients’ needs and refer to other area of the Financial Institution as appropriate.
Responsible for attracting new business for the organization.
Technical Accomplishments
Architected and developed Arkansas School Bond bidding application that gave company competitive
advantage.
Architected and developed optical imaging system to archive client account agreements.
Architected and developed Money Market Fund transaction system.
Managed testing for Y2K compliance for branches in Arkansas, Texas, and Tennessee
Coordinated WAN implementation for branches in Arkansas, Texas, and Tennessee.
Indosuez Australia Limited, ( Now Calyon ) Sydney, Australia
Manager Derivatives Operations October 1992 to July 1996
Managed daily operations of a five billion dollar Interest Rate and Cross Currency Swap portfolio, and other
derivative product trading activities.
Produced all ISDA transaction documentation.
Facilitated settlement across the spectrum of transactions using S.W.I.F.T. and other automated settlement
systems.
Monitored positions / risks associated with trading activities to ensure traders remained within predefined
trading limits.
Reconciled trading profit and loss against broker generated statements.
Produced marked to market and accrual based profitability reporting for the fixed income derivatives
portfolio based on GAAP guidelines.
Responsible for daily price/yield acquisition for extrapolation across the yield curve.
Automated daily work flow, which reduced four-person team to a part time position.
Facilitated conversion of back office and accounting platform with negligible differences.
Discovered a design shortfall in the production of the AUD yield curve based on incorrect modeling of the 90
day Australian Bank Bill futures contract in the production of the yield curve against which the portfolio was
priced. This produced volatility in the comparison of trading system (Summit) profitability versus the
profitability on the accounting system, and only impacted the short end of the yield curve.
Reorganized relationships with futures brokers to reduced margin requirements and minimize foreign
exchange exposure.
Architect and Lead Developer
Architected and developed a portfolio valuation application for foreign exchange and cross currency swap
portfolio.
Credit Analyst
Evaluated credit risk associated with multi-million dollar Project Finance transactions.
Lloyds Bank NZA Australia Limited Sydney, Australia
Treasury Operations / Computer Operations February 1989 to July 1991
National Westminster Bank Sydney, Australia
Money Market Settlements Officer July 1987 to February 1989
Kimberly Clark Australia Limited Sydney, Australia
Account Clerk February 1987 to July 1987
Education:
Harding University Searcy, AR
Finance 1999
Graduated Magna Cum Laude.
References: Available upon request
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