Data Management

JULIAN DAVIES

Bethesda, MD, USA phone: 301-***-**** email: ****************@*****.***/**********@*****.***

LinkedIn URL: https://www.linkedin.com/in/julian-davies-4a2402b2?trk=nav_responsive_tab_profile

Professional Summary

Established software professional with nineteen and a half years’ experience in the UK pensions and employee benefits industry, seventeen and a half in systems implementation and development with experience both as developer and manager of developers. For example from 2001-05, hired and managed a team of developers across 3 locations designing and implementing a system to perform complex financial services benefit calculations. Main areas of focus have been on complex enterprise-critical backend systems with special expertise in financial workflows and large-scale data management and analysis. Experience includes work at both small and large commercial organizations and includes projects with international NGOs such as Care International and the International Finance Corporation.

Skills Summary

Extensive knowledge of SQL Programming language with in-depth understanding of all parts of SQL Server Management Studio architecture, tools, administration and security.

Experience with object oriented programming such as Visual Basic for Applications.

Extensive knowledge of all facets of Pensions Third Party Pensions Administration: Defined Benefit, Defined Contribution and Hybrid.

Proficient in all parts of Microsoft Office Suite.

General systems analysis core skills include working knowledge of SDLC, experience working in a cross-functional software development team (business analysts, software engineers and testers, Business Requirement Specification writing, setting up testing strategies and test matrices, assisting with UAT Unit testing and QA testing.

Workflows and Task Language

IT Specific Skills

Hardware & Operating Systems: Windows 7/XP/2000/98

Network/Server: Windows Sever 2008R2/2003/2000/NT

Software Applications & Programming Languages

Database: MS SQL Server 2012/2008 R2/2005/2000, SSMS/ SSIS/SSAS/SSRS 2005/2008 R2

Desktop: MS Office Suite 2003/2007/2010

Graphics: MS PowerPoint, Visio

Languages: VB.NET, ASP, SQL (T-SQL, PL/SQL), CSS, XML, HTML, Visual Basic

Other Applications: Profund Classic, oPen, Compendia, PenServer, Penscope

Career History

Systems Analyst and Data Migrator, Independent Transition Management Limited, Jan 2011 – Feb 2015

Widely varying data migrations from and to numerous platforms. Effecting pension Increase calculations, DC Lifestyling parameters and Statutory Money Purchase Illustrations (SMPIs) on Penscope Pension Administration system.

Responsibilities: To meet extremely tight deadlines for data migrations, including data preparation, data analysis, mapping, migration scripts and control totals and data releases. In addition, for a period of 10 months contracted by ITM to the Equiniti Group in Crawley, working on Compendia Workflows and Task Language

Skills Needed: Advanced SQL script writing and database management. Previous knowledge of Compendia helpful in working at Equiniti. Flexibility and adaptability.

Achievements: All migration projects and calculation set-ups successfully implemented within required timescales.

Temporary Contract work ITM Limited through IPS Group, June 2010- Jan 2011

Data audit reports, preparation of data cleanse recommendation papers and manual and bulk data cleanse.

Volunteer Positions in Peru, 2007-2010

“Instituto Nacional de Recursos Naturales” (INRENA) – 2007 Project to create a SQL database for reporting annual budgeting of resources and allocation in the field.

Care International – Report written for advice on database change management controls when they underwent a change of systems in 2006-7.

International Finance Corporation – 2006 Project to rationalise monthly systems budget reporting in Excel.

La Buena Esperanza – 2008-10 Teaching Computer Studies and Physical Education to Primary School aged children in a donor-aided school in “Villa El Salvador”, a poor suburb of Lima.

LimaKids Project – 2007-10. Football coach/mentor to various girls and boys teams from the orphanages and “Care Homes” of Lima which are dedicated to taking street children off the streets and protecting them from the prevailing violence/drug culture.

Responsibilities/Skills Required

Taking disparate groups of disadvantaged, disorganized and frequently undisciplined children and moulding them into a successful team unit in a second language.

Imparting basic computing knowledge and skills in a second language to children previously unexposed to any technical concepts.

All skills in systems volunteer work detailed in career development below.

Senior Pensions Analyst, Claybrook Computing Limited, 2005-2006

Learning two new Software Packages, plus large scale data migrations, and incorporating role of systems team leader.

Responsibilities: Various – large scale migration projects, followed by management of a team of programmers with requirement to implement new government tax legislation across a broad client base.

Skills needed: Long term knowledge of different pension systems to hit the ground running with two new ones. Extensive experience of data analysis and manipulation. Client management/interpersonal skills. In addition, all team leading skills outlined in the Jardine Lloyd Thompson role below.

Achievements/Improvements made: Effected a new data analysis tool for categorising and assessing quality of incoming data. Completed data migration of 80,000 plus lives from one operating system to another using SQL script and Microsoft Access. Appointed team leader after only 6 months in the job. Effected many enhancements in processes of project implementation concerning requirement specifications, testing strategies, risk/issues logs, and regression testing following coding.

Team Leader, Business Systems – Jardine Lloyd Thompson, London, 2001-2004

Leading, managing and developing a team across three locations in the provision of business systems programming efficiently, professionally and profitably.

Responsibilities: To deliver programming requirements to the administration teams across the three locations within set deadlines and Service Level Agreements. Checking and reviewing any work leaving the programming team for accuracy and appropriateness. Collating information for reporting to the Business Systems Director. Recruiting, supporting and providing direction for the team, as well as continuation of use of programming skills.

Skills needed: Interpersonal skills required both in successfully managing a team variously ranging from 5 to 10 members, and maintaining professional and friendly relations with clients and the administration managers and teams. Leadership skills manifested in effective communication of experience, knowledge and ideas to my team.

Achievements/Improvements made: Maintained and developed a strong, motivated team across three locations for three and a half years in the face of varying circumstances. Consistently positive feedback from the client. High productivity levels maintained due to strong business focus.

Senior Consultant, Business Systems – Jardine Lloyd Thompson, London, 2000-2001

Regional Profund Classic Support for the administration teams.

Responsibilities: Programming of calculation routines on the Profund Pension Administration System. Preparing of reports, letters or extracts as required by administration or actuarial department. Effecting data conversions, interfaces and general migration of data in and out of the Profund software. Providing training and support for the administration teams on the use of Profund.

Skills needed: Extensive knowledge of Profund Classic and developing knowledge of oPen. Interpersonal skills in supporting the administration teams

Achievements/Improvements made: Successful completion of numerous new client installations and functionality projects. Development of programming experience.

Systems Analyst – Abbey National Benefit Consultants, London, 1996-1999

Regional programmer on the Profund Classic system and maintaining a helpdesk function for all system related issues

Responsibilities: Programming of all calculation routines on the Profund System. Data migrations in and out of Profund. Reports letters and extracts provided for the administration teams. Providing training and support for the administration teams on the use of Profund

Skills needed: Profund Classic. All aspects of interpersonal skills in supporting the administration teams.

Profund Programmer – Alexander Clay Pension Consultants, London, 1995-1996

Regional programmer on the Profund Pension Administration System and first line of support for administration.

Pension Administrator – Clay & Partners Actuarial Consultants, 1993-1995

Managed a portfolio of up to ten clients including maintaining fund bank accounts, dealing with member queries, retirement and transfer quotations, refunds and deferred pension entitlement quotations and calculations.

General Administration Support and VDU Operator (temp) – Clay & Partners Actuarial Consultants, 1991-1992

Data analysis, reconciliation and updating of Micropenshare and Penshare software

Education

BA Hons, University College, Swansea, 1987

MA, University of Alberta, Canada, 1991

Professional Qualifications and Training

1994-1997 Pensions Management Institute Exams – 5 subjects passed

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