Manager Sales Intelligence Developer

Maurice Mosseri

Chapel Hill, NC *****

Phone: 973-***-****

Email: ********@**.***

Objective

Seeking a challenging role in a leading company and while maximizing my skills in Cost Analysis, Data Modeling and Cleansing, Business Intelligence and other skills in meeting the company's performance, goals and objectives.

Skills & Experience

Power BI Desktop, SAP HANA, Teradata, SQL/PL-SQL, SSIS,SSRS

Tableau, Cognos 8, Business Objects Suite 6.5, XI/R2, XI 3.0, XI 4.0

Xcelsius 2008, Excel, Access, Word, Powerpoint

Database Studio x64, Monarch 10, Alteryx

SQL Server 2000, 2005, 2008

Data Analysis

Financial Modeling

Business Intelligence and Analytics

Financial and Operational Reporting

Predictive and Trend Analysis

Professional Experience

UNC Health Alliance Nov 2021 – Current

UNC Health Alliance is UNC Health’s statewide, physician-led clinically integrated network and Population Health Services Organization. We are transforming healthcare delivery and payment models on behalf of over 7,200 physicians, including community-based, independent physicians along with those affiliated with UNC Health.

Senior Business Intelligence Developer/Analyst

Environment: Business Objects 4.2, Tableau Desktop, Webi, Web Intelligence, SAP HANA,

MS Excel, MS Access

Collaborating with team members for the purpose of collecting data and executing the company’s mission

Analyzing business requirements and processes and recommending them to the management and executives for implementation

Creating and maintaining documentation that includes the design, requirements and user manuals for the organization

Identifying the development needs for the purpose of streamlining and improving the operations of the organization for efficiency and profitability

Analyzing product, market, and share trends to build warehouse data.

Translating business needs into technical specifications.

Developing reporting systems that provide accessible information for decision-making.

Using warehouse data to generate reports to support business decision-making and business performance monitoring.

Maintaining data analytics platforms.

Evaluating and improving existing BI systems.

Conducting troubleshooting on BI models.

Generating and delivering quality reports to customers and performing quality assurance checks on reports.

Blue Cross Blue Shields of North Carolina, Chapel Hill, NC Jan 2013 – Oct 2021

For generations, Blue Cross and Blue Shield of North Carolina (BCBSNC) has offered its customers high quality health insurance at a competitive price and has led the charge toward better health and health care in our state. BCBSNC is a fully taxed, not-for-profit North Carolina company with headquarters in Chapel Hill and major operations centers in Durham and Winston-Salem. We employ more than 4,000 North Carolinians1 and serve more than 3.7 million customers.

Business Intelligence Developer / Analyst

Environment: Business Objects 4.2, Alteryx, Crystal Reporting 2013, MS Access,

Power BI Pro, Tableau Desktop, Webi, Web Intelligence, SQL Assistant

Responsible for understanding end user requirement and convert into functional requirement and involved in preparing project plan.

Developed Power BI model used for financial reporting of P & L and Headcount.

Designed and documented the entire Architecture of Power bi Poc

Expertise in writing complex DAX functions in Power BI and Power Pivot.

Designed and created data extracts, supporting SSRS, Power BI, Tableau or other visualization tools reporting applications.

Published Power BI reports to the server and automated Power Query refresh using power shell script and windows task scheduler.

Used various sources to pull data into Power BI such as Sql Server, SAP BW, Oracle, SQL Azure etc.

Creating data blending in case of merging two different datasets using Tableau

Generated ad-hoc reports, sub-reports, drill-down reports, drill-through reports and parameterized reports to provide visible data for data analysts and Tableau.

Created custom complex data analytics in Tableau to identify trends within quality data and find new sources of medical expense savings within customer data.

Developed and manage 15 unique Tableau workbooks consisting of 50 dashboards and over 100 worksheets that are used by management and employees across multiple departments.

Managed a project moving monthly Human Rersources KPI metrics into Tableau, saving the Underwriting team 40 hours/month in workload.

Trained over 100 end users across 4 divisions on how to use created Tableau workbooks and interact with Tableau Server.

Led a team of professionals responsible for implementing an automated expense reporting system that involved over 300 onsite and 100 offsite personnel working across 6 divisions

Analyzed & managed business requirements process.

Developed reports to compare budget and actual results for use by VPs, Senior Leaders, Directors, and Business Managers across the organization.

Worked closely with IT department and external consultants to develop and support financial reporting and analysis requirements.

Involved in collecting requirements, Interacted with prospective clients to gather their analytical requirements, which are very important to customer.

Designed, developed, maintained and tested universes for supporting ad hoc queries and canned reports according to the business requirements.

Created Technical Specification requirements (use cases, interface specifications) by translating business requirements.

Budco, Piscataway, USA Oct 2011 – Dec 2012

Budco is a leading fulfillment and direct marketing company that was established in 1982. We help a wide variety of Fortune 500 companies build strong relationships with their key business, consumer and employee audiences.

Senior Data Analyst

Environment: Business Objects Edge XI 3.1 migrating to 4.0, Excelsius 2008, Crystal Reporting 2008, SQL-Server 2000, 2005, 2008, SSIS, SSRS and SSAS, Webi, Web Intelligence, Database Studio x64

Expertise in designing SSIS packages to import and transform data between databases and external data sources using various transformations.

Experience in configuration and maintain Report Manager and Report Server for SSRS

Deployed and Scheduled the Reports in Report Manager

Experience in Ad-hoc reports, data driven subscription reports by using Report Builder.

Expertise in OLAP and OLAP Cubes in SSAS

Created SSIS packages to import data from Access, Excel, XML, OLE DB Source and Flat Files.

Filtered bad data using Derived column, Lookups, Fuzzy Lookups, Conditional split.

Designed SSIS packages to import and transform data between databases and external data sources using various transformations like Data conversion, File system task, Row counts, OLE DB Source, OLE DB Destination, OLE DB Command, Merge Join, Look up, Sort, Data flow task.

Designed and created data extracts, supporting Excel, Access, SSRS, Business Objects, or other visualization tools reporting applications.

Debugging SSIS packages, Performance tuning on Slowly running SSIS Packages.

Experience in Migrating databases from SQL 2008 R2 to SQL 2012

Used SQL against the database to check data retrieved.

Developed 5 dashboards using best dashboard design concepts. The dashboards included: an Executive level dashboard that tracks handraisers and leads. A Direct Mail Promotion Dashboard that compares how different promotional campaigns are doing.

Setup universe which was connected to an SAP Business Objects BPC environment using an ODBC connector.

Created Universes for various functional areas of high level reports group.

Created Contexts and Aliases to resolve chasm and fan traps in Universes.

Customized LOVs in Universes for quicker performance of reports.

Created Joins, Contexts, and Aliases for resolving Loops and Universe Tuning and checked the Integrity of the Universes.

Created the joins strategies while designing the universes.

Changed the universe parameter settings to optimize the performance of universe.

Worked on Business Objects Administration like CMC and CMS maintenance & security issues

According to the customer information, created complex report using Universe as main data provider.

Ad-hoc requests

Deep dive project based analysis

Database management

Exported the universes to the Repository making resources available to the users.

Linked the Universes to share the common components between the universes.

Created the reports using Business Objects functionalities like Queries, Slice and Dice, Drill Down, @Functions, Custom sorts, Cross Tab, Master Detail and Formula's etc.

Exported the Reports to the Broadcast Agent and used the Broadcast Agent server to Schedule and Monitor the Reports.

Created reports using Web Intelligence Rich Client with Standard, Summary, Cross Tabs, SQL, Command Objects, Selection Criteria, grouping, sub reports etc.

Created various analytical reports like Response Rates, MPC Decile, Attrition Curves, Retention Curves, Trending, Rank reports from multiple data providers.

Interacted with the various users for reporting requirements.

Provided end user support and problem resolution for various issues related to BO.

Created and modified the existing Universes by adding new classes/objects, prompts, hierarchies based on the business requirement.

Used the Aggregate Awareness feature of Business Objects for the Optimization and Performance tuning of Universes.

Nielsen & Bainbridge, Paramus, New Jersey, USA Nov 2009 – Sept 2011

Nielsen Bainbridge is one of the world's largest manufacturers of high-quality picture framing products. Our designs and innovations, driven by a passion for beauty in the presentation of art, have defined and, on more than one occasion, redefined the industry.

Senior Financial Analyst (Report directly to the CFO)

Environment: Crystal Reporting 2008, Excelsius 2008 Cognos 8.1, Excel, Access

Create all presentations, schedules and analysis (all modeling) for the board of director and executive management committee meetings; model new business development initiatives and global forecasting; develop yearly budgets as well as complete ad hoc inventory, marketing, and sales operations requests.

Develop highly complex financial models utilizing EXCEL.

Design, develop, test, and implement highly complex and fully automated reports using Crystal Reporting and ACCESS and EXCEL

Dashboards containing metrics that track the performance of different areas like Inventory, Sales, A/P, Accounts Receivable, Cash Flow.

Led the business from not knowing what they wanted to see, to important information that they could easily visualize on the dashboard.

Analyzed sales trends forecast variances, in stock exceptions and inventory positioning by model, Bill of Materials variances, volume & price mix analysis, waste analysis

Improve cash flow accuracy from 50% to 85%.

Reviewed and modified letters of credit to lenders.

Bank Reconciliation to GL.

Develop and upgraded database systems; create and implement new and updated analytic techniques and analysis processes with improved efficiency and accuracy

Liaise with internal to staff to address information and/or business intelligence needs

Use various software applications, such as spreadsheets, relational databases, statistical packages, and graphics packages to assemble, manipulate and format data and reports.

Datascope, Fairfield, New Jersey, USA Jan 2008 – Oct 2008

Breaking new ground in medical technology has grown Datascope steadily over the last 40 years. Datascope manufactures products found throughout the modern hospital – in interventional cardiology and radiology, in anesthesiology, in cardiovascular surgery, in emergency medicine and in critical care.

Manager Sales Reporting & Analysis

Environment: Cognos 8, Business Objects XI/R2, Excelsius, BO Analytics (Finance, Customer Intelligence), PL/SQL, Windows 2k

Utilized Business Object Universe, Business Objects Reports and Business Objects repository used extensively

Point person for all questions regarding BI, sales performance and attainment of annual forecasts for divisional management, U.S. Area Mgrs and VP Domestic Sales

Generated ad-hoc reports by linking systems and interfaces

Responsible for monthly reconciliation of revenue accounting, including sales reporting and analysis (ASP, price/volume/mix, trends, other various schedules) using BO XI R2

Designed dashboards and metrics using Business Objects XI R2/R3, Designer XI, Web Intelligence XI

Report development, delivery and maintenance

Provided calculations of monthly commissions and bonuses for U.S. Sales Reps and Managers

Maintained daily data integrity in SAP R3, BI tool reports and Lotus Notes reports

Gathered Reporting requirements, mock ups and written articulations

Smith & Nephew Inc., Montreal, Quebec, Canada March 1993- Dec 2007

Smith & Nephew is dedicated to developing innovative, cost-effective products and techniques that deliver significant advantages to clinicians and patients.

Senior Financial Analyst (2002 – 2007)

Environment: Cognos 8, Business Objects 6.5, Web Intelligence 2.7, Dashboard Manager, BO Analytics (Finance, Supply Chain, Customer Intelligence), Oracle 9i, PL/SQL, Windows 2k

Business Object Universe, Business Objects Reports and Business Objects repository used extensively

Provided support for Business Objects 6.5 and Info View users at Head Office and the Sales Force (Incl. Data Integrity, report issues, design Web queries & reports)

Created layout for different metrics (KPI), hierarchies, prompts, filters, and consolidations

Utilized Business Objectives functions like cross tab and drill methodologies in linking multiple data providers

Designed and supervised ongoing implementation of integrated oracle database environments creating dynamic application data derived from partner profile sources

Designed and maintained dashboard and scorecards reports using Business Objects Dashboard manager

Provided Business Objects user training and ongoing mentorship

Wrote detailed level documentation for reports and universe design

Utilized Scheduler to standardize reports easier and faster accessibility, optimized servers and enhanced caching capabilities

Managed the components of reports, such as adding calculations, filtering data, changing the appearance of tables, and selecting different data for reports

Implemented and managed annual forecasting tool to monitor inventory levels and project future revenue needs and profit planning

Converted business and data requirements into functional and ad hoc data models

Measured and calculated commissions for sales force

Analyzed the data from our 3rd Party Vendors to evaluate the effectiveness, outcomes from our CME programs utilizing Business Objects for analysis

Responsible for installation, configuration and patch management of BO 6.5 deployments

Financial Analyst (1998 – 2002)

Built and established business liaisons between Sales Reps and Head Office

Established Sales goals in cooperation with Product Managers

Trained Sales and Marketing team on current Sales system; trained teams on advanced EXCEL spreadsheet design and use; developed curriculum for training classes and sessions

Prepared brand P&L reports

Partnered with Sales and Marketing, in the planning, review, and coordination of the Annual Sales Budget and Marketing plans

Developed analytical skills through system training courses: (Business Objects, Access, EXCEL, Hyperion, and Time Management, etc.)

Evaluated and installed new software and upgrades for Finance department

Education

1988 – 1991 Concordia University Montreal, QC

B.A. Economics – Minor in Finance

1991 – 1992 McGill University Montreal, QC

Completed Accountant Program coursework Levels I and II

Languages

French, English, Italian (Fluent in all three)

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