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Sql Server Financial Services

Location:
Somers, NY
Posted:
November 19, 2023

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Resume:

Over ** years’ experience in database architecture, modeling, design and development as well as business analysis and application development Well versed in transactional, data warehousing, reporting and ETL Application development. Have worked with C# applications including front end, console and class development. Clients included some of the largest hedge funds, financial information, banking and trading firms in the New York City metropolitan area.

Database Systems Analysis, Architecture, Modeling and Development

Extensive experience in relational database work including conceptual, logical, and physical modeling.

Designing both transactional (OLTP) as well as data warehousing and reporting systems (OLAP)

Use of data modeling software such as ERWin, ERStudio and others.

Experienced with full life cycle from concept, design and architecture through development, testing and deployment.

Extensive work with Microsoft SQL Server platform and SSIS, SSRS, SSAS.

Experienced with Microsoft, Oracle and Sybase SQL development (Procedures, Triggers, Functions, Views, etc.).

Worked extensively with data sourcing, extract-translate-load (ETL) and data cleansing techniques.

Experienced in creation and maintenance of data warehouses.

Use of PowerBI for database development and report generation.

Worked on SQL Server upgrade projects as well as upgrades and rewrites of legacy financial data systems.

Design and development in Microsoft’s Azure Data Warehouse and Azure SQL Server including Azure Data Factory.

Experienced with performance tools such as Show Plan, SQL Trace, Performance Monitor, and Management Studio.

Recent experience with Microsoft SQL Server 2019.

Worked with Cleo Integration Cloud for data transfer and file migration.

Software Design and Development

Experienced in the design and development of software applications, both client and server side.

Developed full applications (front-end, console and classes) using C#.net and .net Core

Worked on various data integration projects in Excel using Visual Basic for Applications (VBA).

Applications were developed to ensure data quality, reduce manual processes, create financial and management dashboards / key performance indicators and provide interfaces into third party platforms (API integration).

Experienced with Visual Basic.Net and early Visual Basic. Experienced with WinForms, WPF, XAML and XML. .

Worked with job scheduling software such as AutoSys, TIDAL, CONTROL-M and Windows Scheduler.

Experience with various version control software such as SVN, Team Foundation Services and GIT.

Minor experience (1 year) with Python application development.

Worked with reporting tools such as SSRS, PowerBI, QlikView, Crystal Reports and data exports to Excel.

Experienced in application development with Visual Studio 2022 and C# .NET Core.

Business Analysis and Project Management

Experience in business requirements gathering, gap analysis, functional specifications writing.

Have worked with all levels of management, stakeholders and end users.

Experienced with various methodologies such as Rapid Application Development, full Software Development Life Cycle, Agile Development / Scrum and traditional waterfall projects

Worked as a project manager and team lead for development and database groups in several successful projects on major trading and financial reporting systems. These projects have resulted in cost and time savings for groups such as Accounting, Finance, Treasury, Risk, Client Onboarding and others.

Experienced coordinating and working with international development teams.

Other Skills

Excellent verbal, written and presentation skills.

Comfortable working with senior management, technical and end user groups.

Consultant: Senior Data Architect / C# Developer

The Chefs Warehouse 2023-05 – 2023-08

Redesign and development of legacy applications, including interfaces with external banks and sales organizations using C#.Net Core.

Design and development of new classes, including SQL connectivity, file processing, logging, automated email generation and error alerting to reduce repetitive coding.

Database design and development in Microsoft SQL Server. Creation of code to file transfer (FTP) invoices, bank statements and other financial data to/from various third parties.

Integration of third-party software such as Cleo Data Cloud for file migration and data cleansing. Experience with Visual Studio 2022 and .Net 7 Core C# development.

Use of PowerBI for database development and report generation.

Consultant: Senior Data Architect / C# Developer

Mitsubishi Trust Bank 2020-03 – 2023-03

Conversion of legacy VB.Net applications (front and back end) to C# using .NET framework and .NET Core.

Analysis, design and development of numerous new and updated legacy databases and applications. Responsibilities included the re-architecture of several legacy systems, including optimizing SQL Server tables, functions, stored procedures as well as building new indices to improve performance.

Projects included modified Volcker reporting; changes to FX trading systems including addition of Non-Deliverable Funds (NDF) to trade applications; new and enhanced SQL Server Integration Services development for various external file imports (JSON, XML, CSV, Excel); development and enhancements in SQL Server Reporting Services.

Creation of a Legal Reporting ETL application to export customer, account and activity data into delimited text files to be imported into a third-party application search and reporting system (FIS Global) to monitor compliance and cross check against the federal FINCEN (Financial Crimes Enforcement) list of suspicious individuals and companies.

Replacement of LIBOR dependencies and calculations with new IBOR rates in databases and applications.

Integration between Oracle and SQL Server database servers.

Creation of utility applications in Python for Excel data extraction.

Eliminating database bottlenecks using performance monitoring tools

Consultant: Senior Data Architect

Mitsubishi Securities USA 2019-11 – 2020-02

Short-term assignment to modify and enhance existing projects. Worked on new SSIS and SSRS projects as well as rewriting legacy applications in SQL Server and Oracle.

Consultant: Senior Data Analyst and Application Developer

Amalgamated Bank 2019-06 – 2019-11

Architecture, design and development of a new database framework based on Microsoft SQL Server, SSIS and TIDAL scheduling software to convert legacy processes to a unified, common method of scheduling and running under a single SQL Server based platform. Introduction of C# classes to reduce development time and standardize communications and processing software.

This resulted in a dramatic reduction of processing time and effort, eliminating manual intervention in daily job runs and reducing processing errors. This made the entire scheduling process table-driven, more flexible and extensible.

Integration of FIS / Horizon third party data feeds and processes into new Data Warehouse architecture. Design and development of supporting tables, triggers, stored procedures, indices and other SQL Server components.

Creation of reports in SSRS and exporting data to Excel spreadsheets.

Consultant: Senior Business Analyst, Database and Application Architect

Mitsubishi Securities USA 2016-11 – 2019-04

Business analysis; working with all levels of senior management for specification gathering.

Generation of Business Requirements, Application / Functional Specifications and Data Models

Windows and middleware development with C#.NET.

Architected, designed and developed a new automated system for the Federal Reserve’s Micro Data Reference Manual (MDRM) financial reporting forms. This system, created with C#.Net for both Oracle PL/SQL and SQL Server, with Business Objects front end reports, entailed the capture, summarization and data checking of hundreds of reportable data points required for foreign banks. This included time-series calculations and reporting for Federal Reserve liquidity requirements.

Data warehouse design and development.

Extract/Translate/Load (ETL) development using SQL Server Integration (SSIS) tools.

Generation of reporting dashboards using SQL Server Reporting Services (SSRS).

Worked with database tools such as ERWin, TOAD, SQL Server Management Studio, Red Gate, SQL Plus and others.

Creation of database transact-SQL and PL-SQL development on platforms such as SQL Server, Oracle, Access, Excel spreadsheets and various flat (text) files.

Created WinForms and SSIS-based C# scripts and server-side applications for importing, manipulating and exporting data from a variety of sources.

Use of tools such as Visual Studio, SVN, CONTROL-M and Autosys.

The design and development of an Intraday Liquidity data warehousing application which provides various federal agencies with required daily/hourly liquidity status for all cash and collateral

Worked with the import and parsing of SWIFT MT950 messages, federal funds rates and a variety of in-house account, securities and related data tables

Consultant: Azure SQL Architect and Developer

CAPAX Global 2016-09 – 2016-11

Working as a consultant to CAPAX Global, I was engaged as a senior developer on a project to migrate retail legacy data from IBM AS400 systems into Microsoft Azure SQL Server and SQL Data Warehouse. Migration work included data for retail sales and forecasts using various techniques including SQL Server Data Tools (SSIS) as well as Azure Data Factory ETL tool and Power BI reporting tools. Other responsibilities included design and creation of SQL database object (tables, views and stored procedures) and documentation.

Consultant: Senior Database and Reporting Systems

HSBC Global Banking 2015-11 – 2016-09

Working as the team lead, the project entailed the consolidation and unified reporting of client onboarding data (Know Your Client) from numerous disparate systems. Provided guidance, design and development in aggregating onboarding and compliance data and reporting systems using a variety of application programming methods (C#, scripting in QlikView), database systems such as SQL Server, Oracle, Sybase as well as Excel and other source data systems. Use of modeling tools such as ERWin. This data was extracted into QlikView reporting dashboards where it was further refined by QlikView scripts. The result was a uniform reporting system that saved users reporting time and effort.

Consultant Senior Database Developer: Regulatory Reporting Systems

Mizuho Securities USA 2015-04 – 2015-11

The goal of this project was to develop a consolidated reporting environment across multiple departmental systems for compliance with mandated federal banking regulations. The end-result was the elimination of manual data extraction for report creation, saving multiple hours each day. Work included gathering of business requirements from Risk business users; Gap Analysis; data modeling; custom C# development for WinForms, SharePoint, WPF and DLL with multi-threaded features; SQL Server development using tools such as SQL Server Management Studio and SSIS.

Consultant: Marketing Systems Database and Applications Development

Bloomberg LLP 2014-06 – 2015-04

Application and database architecture and development for a variety of marketing systems’ projects.

Import of financial institution and personnel information into prospecting and sales/marketing applications.

Developed Web Services / WSDL interfaces to MS IIS.

Other work included development of multi-threading WPF/C# applications for marketing and prospecting systems

Development of Bloomberg Terminal applications in JavaScript.

Development using SQL stored procedures and triggers for retrieval, cleansing and updating prospecting data.

Database work included modeling, designing and developing various database objects (tables, indices, triggers, stored procedures, ETL, etc.) within Microsoft SQL Server.

Creation and use of partitioning schemes in SQL Server, including partition switching code.

Integration/ETL from Bloomberg proprietary databases into multi-terabyte SQL Server databases

Consultant: Project Lead Market Data Architect

Mizuho Securities USA 2013-10 – 2014-06

The project leveraged my experience in integrating Bloomberg Market Data Services APIs with existing and new SQL Server databases and automated its processing. This entailed the creation and automation of capturing daily key market values and reference data using Bloomberg’s Open Market Data API’s using C#. Responsible for all aspects of the project, including business analysis, C# application (WinForms), and data modeling.

PRIOR CONSULTING ENGAGEMENTS

Senior Developer Risk Management Data Systems Mitsubishi Securities (2013-02 – 2013-09)

Senior SQL Server Database / ETL Developer Bloomberg LLP (2010-10 – 2012-12)

Senior Developer Market Data Integration McKinsey Investment Office (2010-03 – 2010-10)

Technical Project Manager Treasury Data Conversions Royal Bank of Scotland (2009-03 – 2010-02)

C# and Database Analysis / Performance Tuning ABC Television (2009-01 – 2009-03)

Senior Data Architect / Developer Transactional Systems/Trade Capture SAC Capital (2006-01 – 2008-12)

Lead Architect – Asset Reclassification and Repricing JP Morgan Private Bank (2004-12 – 2006-01)

C#, Oracle Database Developer Investment Risk Trade Support Barclays Capital (2004-06 – 2004-12)

Data Architect, Corporate Financial Reporting JP Morgan Global Accounting (2004-01 – 200406)

Team Lead Credit Card Target Marketing System Rewrite Citibank Card Services (2002-08 – 2003-12)

Database Architect Anti-Money Laundering Systems JP Morgan Private Bank (2001-05 – 2002-08)

Database Developer Commercial Mortgage-Backed Securities Lehman (2001-01 – 2001-05)

Database Developer Rates and Routes Cost System MCI International (1998-11 – 2000-12)

Database Developer Financial Reporting Systems Chase Manhattan Private (1997-01 – 1998-11)

Database Developer Customer Relationship Reporting Citibank Private Bank (1995-12 – 1996-12)



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