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Project Manager Data

Dallas, Texas, United States
January 14, 2018

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Experience both as a technical consultant and a technical Project Manager. Professional experience with:

-Business Intelligence (BI), ETL

-Data modeling, Data Warehousing

-SSIS, SSRS, SSAS Cube development

-Microsoft / Oracle SQL platforms

-ETL, all levels of application testing and implementation


Sompo Insurance – Charlotte, NC (BI consultant) 09/2015 – Present

Responsible for interface data extracted from the WINS Statement of Record (SOR) source to a new Insurity integrated Data Repository and Warehouse for the Billing, Deductible Billing (DBS), ISO, and Claims Applications.

Wrote the Balancing Strategy Documents for customer approval, developed ETL and SQL queries, stored procedures, and SSIS packages to support the strategy, and balanced against detailed criteria through all stages of data conversion.

Performed all balancing cycles for source Application SOR ETL Data Extracts, related staging tables, and target database. Moved Billing and DBS SOR data to new Production Database after sign-off from business team.

Affirmative Insurance – Addison, TX (consultant moved to full time)

Senior BI Analyst 09/2011 – 9/2015

Designed Data mart and developed ETL and automated bank reconciliations for Premium Accounting group extracting banking data daily using T-SQL, SSIS, SSRS, and PowerPivot. Created 60 daily Banking Reports across five unique bank files. Responsible for unit testing through user acceptance testing (UAT).

Developed requirement documents and tested SQL scripts, SSIS, SSRS, and SSAS packages developed by myself and BI team. Responsible for final TFS source control sign-off.

Designed and Implemented OLAP cube using SSAS to analyze Product Sales. Reports included daily premium, PIF change, and quotes on a 10 day trends, MTD, and 6 month trends. Reports were distributed based on market, channel, product and coverage hierarchy.

Sourced wrote ETL to add claims fact data to data warehouse and 4 terabyte SSAS Cube for development of Agent Scorecards and Dashboards for performance evaluation of 650 Agency’s based on policy retention and claims losses over a 3 year history.

Migrated Cubes from MS-SQL Server 2008 R2 to MS-SQL Server 2014.

BI Clients:

Resources Global, Consultant (Dr. Pepper, McKesson, Southern Co., Affirmative) 10/2007 – 09/2011

Mapped data, and designed and developed MS-Access and MS-SQL queries and databases for converting Fixed Asset data from five subsystems to new SAP (R-4, R-5, and R-6) database requirements. Wrote SQL to compare final imported SAP data to original extract database to meet UAT requirements.

Designed financial reporting database that included data traceability to support audit functions for KPMG, Protiviti and SOX. Responsible for system analysis, implementation, and interfacing to MAS-500 GL.

Designed cross-system control reports for application testing. Worked with vendors and Operations to prioritize and implement software enhancements

Documented data sources for over 100 Monthly and Quarterly Management Reports (SSRS)

surveyed managers and data analysts to determine data issues and requirements.

Defined all data sources and mapped fields for inclusion in a central Data mart.

Identified 30 data gaps and new database requirements for gaining reporting efficiencies and process improvements (SSIS, SSRS, SSAS).

Trimble Mobile Solutions, Account Manager - Dallas, Texas 02/2005 – 09/2007

Account Manager of seven Corporate Accounts including Canada Bread, Coca-Cola South Africa, and Shamrock Foods responsible for the integration and development of handheld software and wireless communications (WAN, LAN, PAN) to meet client’s unique requirements for Presales and Delivery management, accounting, and financial reporting.

Responsible for Project Management from Customer business requirements definition and design; hardware and data integration; solution implementation and support (MS-Project Server, MS-Office; Visio; SharePoint Server - Project Documentation, Salesforce Contact Management, and Mercury Quality Center).

Mapped data and established Mid-tier databases and related stored procedures for file imports and exports, data cleansing and back-up. (MS-SQL Server, MS-Visual Studio, Sybase-SQL Anywhere, MS-Excel, MS-Access, C#).


MBA in Management/MIS from Graduate School of Management, University of Dallas, TX

BBA in Finance/Accounting from Stephen F. Austin State University, Nacogdoches, TX


Mercury Quality Center, Team Foundation Server (TFS), Visual Source Safe

MS-SQL Server 2014, Visual Studio, Visio, MS Project, Access, PowerPivot, Excel

SSIS, SSRS, SSAS, SQL Agent, Dashboards, Power BI, QlikView

Other – SharePoint Server, Salesforce, RAD, Agile, Oracle PL-SQL, Sybase-SQL Server, UML

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