PHILLIP HANSON

BUSINESS/SYSTEMS ANALYST – MICROSOFT ACCESS DEVELOPER

ad0zsh@r.postjobfree.com

602-***-****

PHOENIX, ARIZONA

Executive Summary

Innovative Business/Systems Analyst and MS Access/SQL Developer with 15 years of experience designing, developing, and deploying MS Access/SQL applications in corporate environments. Disciplined business analyst with a unique background that includes; leadership skills; auditing data and controls; business analysis; business process improvement; and authoring strategies to design, build, test, and deliver database processing, reporting and automated solutions. Highly-motivated and customer-oriented problem solver. Skills

● Agile and Kanban Methodologies ● Business Process and Gap Analysis ● MS Access/Office/SharePoint VBA Automation Expert

● Requirements Gathering ● Data Migration & ETL ● Database Application Design – Access, SQL Server

● Stories/Use Case Documentation ● Data Mapping ● Data Modeling, Database Normalization

● User Acceptance Testing ● Source to Target Data Validation ● Alteryx, Tableau, Power BI

● JIRA / Confluence Design ● Excel Addin development ● Documentation – Visio, BPMN, Process Flows Experience Summary

Insight Global – Contractor

Wells Fargo, Phoenix, Arizona

Lead Technology Business Systems Consultant (7/2022 – Present) Consumer Collections & Servicing (CC&S)

• Led Current State Analysis to retire EUC MS Access applications used within the Debt Settlement Companies and Debt Recovery Setoff processes to enable remediation of audit issues.

• Developed standard data discovery processes and documentation of data lineage for data ingestion of collections data from enterprise source systems (Fiserv, Hogan) into a new Servicing Data Platform (SDP).

• Executed data mapping, gap analysis, and source to target metadata documentation.

• Performed evaluation of data controls and worked with SDP developers to ensure effective controls were established for data movement and data transformations.

• Established plans and successfully executed source to target data validation for SDP data ingestion.

• Developed and implemented standard API documentation structure using Confluence for CC&S microservices and APIs.

Charles Schwab & Co., Phoenix, Arizona

Senior Manager, Operational Risk Testing (5/2019 – 12/2021) Data Risk Management Testing & Monitoring

• Instrumental in architecting the 2nd Line of Defense (2LOD) Data Risk Management Testing Program, collaborating with cross-functional teams to fortify the firm’s data risk posture.

• Engaged closely with business units to dissect and comprehend the intricacies of data risk implementations, ensuring robust integration with key operational functions, processes, and controls within the firm-wide RCSA.

• Developed and deployed an MS Access/SQL Data Risk Testing solution, used by Operational Risk Testing, that centralized and managed thematic and control testing data. Gathered requirements, performed gap analysis and data mapping of solution to existing Excel-based tool, and designed SQL Server database (tables, queries, stored procedures) that provided extensive reporting capabilities.

• Steered comprehensive data-centric evaluations, including thematic, standards, and control testing, adeptly navigating complex data lineages, pinpointing control gaps, and articulating impactful findings and recommendations.

Manager / Senior Business-Systems Analyst (3/2012 – 5/2019) Operational Services Control – Identity and Access Management

• Lead Business Analyst responsible for the development and implementation of the firm’s segregation of duties

(SoD) application for high-risk enterprise and third-party applications. processes, showcasing proficiency in both technical development and systems analysis.

• Orchestrated full software development cycles, demonstrating strong project management skills: from roadmap creation and timeline establishment to stakeholder communication and quality assurance.

• Pioneered the implementation of 32 innovative use cases, optimizing SoD identification and conflict management and enhancing system usability, reflecting a deep understanding of business needs and technical solutions.

• Developed the Application Information Repository (AIR), an MS Access/SharePoint database solution used by the organization that provided automation and synchronization to track new-to-firm applications within Schwab’s Application Portfolio Management system; managed workflow for the risk assessment, remediation and application retirement processes; managed and tracked evidence of supervisory review for application reconciliation processes and provided extensive reporting capabilities. (In use for 4 years, 40+ users)

• Designed, developed and implemented an extensive suite of SAP Web Intelligence reports, along with creation of a Business Objects Universe, for the real-time monitoring and governance of segregation of duties processes. Client Tax & Reporting: Database Applications Development (2014-2016) External Support Role

• Partnered with Client Tax to develop technical solutions to drive efficiencies and business process improvements. Gathered requirements, documented current/future state business processes, performed gap analysis and data mapping and designed, developed, tested and deployed all solutions into production successfully.

• Developed an MS Access/SQL FATCA database application, streamlining data capture and management of critical client tax data in compliance with new IRS FATCA requirements. (In use for 1 year, 12+ users)

• Engineered and deployed a robust MS Access/SQL UBTI database application, revolutionizing the UBTI process. This solution annually managed 400K+ client data entries, ensuring stringent data validation, efficient data capture, comprehensive reporting, and precise data exportation for seamless integration with downstream applications. Demonstrated exceptional performance and reliability by serving 30+ users over a span of 6 years with zero production issues. Eliminated weekend hours and reduced the need for contingent workers by 33%.

• Automated the Securities Reclass process through a dedicated MS Access/SQL application used by 14+ contingent workers to process the reclassification of securities for tax reporting. Solution parsed and imported Crystal Reports data, managed and tracked user access, implemented robust data validation during data capture, facilitated the approval and certification process of completed work, and formatted data exports for downstream systems integration. Reduced process cycle time by 75%. TekSystems – Contractor

Technical Business Analyst (6/2011 – 3/2012)

Operational Services – Access & Entitlements Group

• Developed an MS Access/SQL detective SoD solution for the User Access and Remediation project that centralized and tracked Schwab’s high-risk enterprise and third-party application data, identified SoD conflicts within and across applications, documented evidence of conflict remediation, and established project reporting and metrics used by senior management for presentation of project status to the Fed.

• Designed and developed SoD Conflict and Remediation project metrics and reports for management. as needed.

• Developed and managed data migration strategies, at project closure, to enable transition to sustaining application and processes.

• Collaborated with Ernst & Young and Internal Audit to ensure SOX compliance of the SoD application, demonstrating a strong grasp of regulatory standards and the ability to incorporate them into application design.

Intel Corporation, Phoenix, Arizona

Intel is the world's largest semiconductor chip maker. The company's products include chips, boards and other semiconductor components that are the building blocks for computers, servers, and networking and communications products.

Business/Systems Analyst (9/2005 – 3/2011)

Capital, Capacity & Cost Systems Development Group Education

Computer Science, Bachelor of Science (2001)

California Lutheran University, Thousand Oaks, California Computer Science, Associates of Science (1999)

Moorpark College, Moorpark, California

Awards

• Charles Schwab Challenger Award - Q1 2015

Contact this candidate