WILLIAM E. PEARSON III

CPA, CMA, CIA, MCSE, MCDBA

BI Architect SSAS Maestro Power BI MS Data Platform MVP

adzh0h@r.postjobfree.com 404-***-****

PROFESSIONAL SUMMARY

Business Intelligence Architect with over 20 years of experience working with enterprise Business Intelligence tools. Have worked with MSSQL Server Analysis Services (SSAS Multidimensional and Tabular) and Reporting Services (SSRS) since their respective inceptions. Implemented enterprise Analysis and Reporting Systems within a wide variety of environments and industries. The majority of clients have been Fortune 500 organizations, with implementations ranging in scope between single product installations and reporting engagements to more recent implementations of the integrated Microsoft Business Intelligence solution. Have also provided services to many smaller businesses, including hands-on report writing and dashboard creation of a diverse nature. Also perform regular augmentation engagements for mid-to-large regional, national and international consulting firms.

Have an extensive background in Finance, Accounting, and general business that supports a practical and efficient approach to the determination of client business requirements, and the development of the functional specifications needed to construct custom-fit analysis and reporting solutions that scale and adapt to accommodate growth, reorganization and globalization of the enterprise. Within the realms of Business Intelligence, Data Warehousing, and Financial and Operational systems, develop strong project team chemistry and bring projects to highly effective conclusions.

PROFESSIONAL EXPERIENCE

Island Technologies LLC 01/1997 to Present

Business Intelligence Architect, Author, Trainer, Mentor

Integrated Microsoft Business Intelligence Solutions

Senturus / JW Partners (Burlingame, CA, and throughout USA) 09/2018 to Present

Senior Business Intelligence Architect

Integrated Microsoft Business Intelligence Solution

Responsible for developing, supporting and implementing business intelligence solutions for clients of this national consulting organization. Performing implementations and consultations for the Microsoft Business Intelligence stack (with heavy concentration upon Power BI and SQL Server Analysis Services (SSAS)) across client enterprises, via both on-premise and Azure environments. Building new solutions for reporting and analytics, including model development, data visualizations, security and data governance. Gathering and analyzing business requirements. Planning, preparing, implementing and delivering solutions to production. Performing training, including orientation / introduction to the business intelligence applications involved, for new clients and prospects. Creating and delivering custom training upon the specific technologies implemented within the client environmental context, as needed.

Project Description:

Managing projects for Data and Analytics / Reporting solutions that scale and adapt to accommodate growth.

Developing Data and Analytics / Reporting solutions using Microsoft SQL Server, SQL Server Analysis Services (SSAS Multidimensional and Tabular / SA Tabular), SQL Server Reporting Services (SSRS), Power BI and Azure.

Creating informative and interactive Data Visualizations / Models using Power BI.

Writing Relational (SQL), Multidimensional (MDX) and Tabular (DAX) database queries within custom-fit Analysis and Reporting solutions.

Providing detailed Documentation, Knowledge-transfer / Mentoring services, and Training (for both Power Users and Developers) to clients and prospects.

Performing Project Management activities, including Project Documentation, Business Requirements and Project Tracking.

Developing, testing, and taking into production end-to-end Power BI solutions that sit atop Azure Analysis Services (AAS) and / or SQL Server Analysis Services (SSAS) Tabular environments, which draw upon a Data Mart / Warehouse containing several diverse enterprise data sources, as well as file and other sources, where applicable.

Employing Power BI to rapidly prototype / pilot BI solutions, and to enhance business requirements gathering and satisfaction within iterative cycles, before recreating successful Power BI models in AAS / SSAS Tabular for support of enterprise cloud / hybrid Power BI solutions.

Assisting in identifying Budgets and Timelines for various SSAS Tabular / Power BI business solutions, as well as supporting the Decision-making Processes involved in the implementation of multiple, simultaneous solutions.

Performing screening interviews of candidates as management seeks new consultants for implementation and support of various components of the Microsoft Integrated BI Solution.

Designing “repeatable service revenue products” / template sets / marketing material for existing and prospective clients including:

oCreation of collateral, and consultant training, for various new end-client products and practices.

o“Health Check” and Performance Optimization engagements / workshops for end clients as initial implementation / follow-on revenue events.

oData Governance training and evaluation / workshop engagements.

oNotification (via e-mail / newsletters, as well as hosted events) and training upon recently released Power BI Updates and Roadmaps.

SQL Server Analysis Services (SSAS Tabular and SSAS Multidimensional), Microsoft Power BI, Excel PowerPivot and PivotTables, SQL Server 2016, SQL Server Reporting Services (SSRS), Excel PivotTable; Extract files and other external data sources.

Fusion Connect 07/2021 to 10/2021

Power BI Developer and Trainer; Business Intelligence Architect

Integrated Microsoft Business Intelligence Solution

The client, who architects and maintains business internet solutions (SD-WAN, VoIP, unified communications, internet access, secure networking, and more) for businesses of all sizes, had recently begun exploring Power BI, and demos had been well received by management. Various business teams expressed the need for a more formal “kick-start” connecting Power BI dashboards to Salesforce, WorkDay, SolarWinds, and Office 365 (including MS Project Web), among other special projects. The focus was to get as much as possible accomplished on an accumulated “wish list,” within a short time frame (driven by budget and operational constraints).

Project Description:

In getting the various initiatives off the ground, many training needs, and on-the-fly analysis and reporting requirements, were met as they arose, together with the significant focuses of the engagement. These included both the design and development of dashboards and visualizations for several high-visibility areas of the business, including:

SolarWinds Downtime Data Mart Reporting

oInitially connecting to SolarWinds Orion source to perform testing and modeling, the plan shifted to using a Data Mart to accumulate large amounts of Downtime Data

oIncluded the development of a new SQL Server Data Mart (star schema) to accumulate downtime statistics for analysis

oThe client had been limited to 60-days history up to this point, hence analysis had been impaired significantly

oImplementation of Time Intelligence in the Power BI models that sat atop the Data Mart, to allow dramatically more time-based reporting

oRecreation of various existing, as well as creation of new, Dashboard reports in Power BI

Microsoft Project Web (Dataverse connections, etc.) Dashboard with Supporting Reports

Asset Cap Reporting (Labor Costs) Dashboard

Customer Churn Analysis and Reporting (DAX-intensive measures)

Various other operational and financial reports that initially existed solely in Excel

Delivery of hands-on training upon newly created artifacts and templates / training materials to the team for use in on-going maintenance and development of the new Power BI system

Microsoft Power BI, SQL Server 2019, SSRS, SSIS, Salesforce, WorkDay, Office 365, MS Project Web Dataverse, Excel PivotTables (as Export Targets), extract files, and other external data sources, SolarWinds Orion, and various proprietary operational data sources.

Russell Reynolds Associates (New York City, NY) 05/2019 to 08/2019

Supporting Subject Matter Expert and Business Intelligence Architect

Implementation of Power BI and Analysis Services BI Models to support the Employee Satisfaction Survey reporting and analysis system.

Project Description:

Employed Power BI to rapidly prototype / pilot Employee Satisfaction Survey (“ESS”) data model, and to enhance business requirements gathering and satisfaction through iterative cycles, within a mentoring environment.

Primary Project Stakeholder: RRA Human Capital

Employee Satisfaction Survey (“ESS”) was launched three years prior to the engagement and consisted of a detailed set of questions and descriptive comment requirements, distributed to employees worldwide annually.

Prior to this engagement, ESS was manually created and presented annually in Microsoft PowerPoint, then distributed via e-mail to hundreds of executives and employees worldwide via PDF.

ESS was managed by a vendor company, which was responsible for distributing the survey and collecting responses. The vendor provided the analysis to RRA Human Capital, who was then forced to manipulate and produce fixed analysis and reporting for a large audience, ranging from consulting personnel to executive levels.

At the time the engagement began, ESS process faced a number of significant limitations, only a few of which were:

oAn enormous amount of work needed annually to manipulate the data received from the vendor, as the granularity, etc. needed was not provided.

oVendor rounding rules prohibited aggregation and meant months of manual preparation annually to meet requirements.

oESS vendor interaction was consistently time-consuming, as well, particularly when slicing, etc. capability additions / modifications were requested.

oFrequent, post-annual-release requests to Human Capital for more detailed data made ESS practically a fulltime job.

Accomplishments of the Project:

Brought analysis completely internal to RRA and automated its production and distribution.

Gave full access to raw data for Human Capital upon collection with no further “middleman” control.

Provided self-service reporting and collaboration capabilities for organizational consumers (and dramatic reduction in volume of ad-hoc requests).

Mentored and increased capability (and freed time and resources) of Human Capital / IT to:

o Slice data with more granularity and address evolving business requirements.

oFacilitate and control production, presentation and access control of ESS reporting to various levels of management and consultants.

Designed, implemented, and provided knowledge transfer for SSAS (source of analysis and reporting) and Live Connection Power BI reporting to assigned members of the IT team throughout the engagement, including, but not limited to:

oDimensional databases (multiple-sourced Data Marts / Warehouses), together with a corresponding view layer, between OLTPs and Power BI.

oData connections and model design within Power BI.

oPower Query routines, where needed, to perform post-Mart / -Warehouse ETL.

oOngoing emphasis upon established Data Warehouse, SSAS Tabular Database, and Power BI Model Best Practices.

oRegular training in Data Analysis Expressions (DAX) within the context of centralized calculations implemented throughout the SSAS Tabular Database for Power BI and other reporting.

oDesign and implementation / testing of, and training of client personnel upon, Data Visualizations, including online Dashboards and Reports.

SQL Server Analysis Services (SSAS Tabular), Microsoft Power BI, Excel PowerPivot and PivotTables, SQL Server 2016, Excel PivotTables; Extract files and other external data sources.

AMG Results / Mayo Clinic (Rochester, MN and throughout USA) 03/2018 to 08/2018

Supporting Subject Matter Expert and Business Intelligence Architect (Return Engagement)

Implementation of PowerPivot and Power BI Models to support Proof-of-Concept /Self-Service BI for client consultant to build out at ultimate clients, initially (term of this short engagement) for Mayo Clinic Education Department projects (primarily Business Processes Staffing Requirements Analysis)

Project Description:

Employed Power BI to rapidly prototype / pilot data models, and to enhance business requirements gathering and satisfaction through iterative cycles, within a mentoring environment. Knowledge transfer of Power BI implementation to this long-time client, a small business intelligence consulting organization, was the focus.

Trained the client in the end-to-end operation, and practical design, of models in Power BI Desktop, including significant exposure to:

oDimensional databases (multiple-sourced Data Marts / Warehouses), together with a corresponding View Layer, between OLTPs and Power BI.

oData connections and model design within Power BI.

oPower Query routines, where needed, to perform data cleansing, and other, post-Mart / Warehouse ETL.

Provided hands-on training / mentoring with Excel PowerPivot, Power BI, SQL Server 2016, and SQL Server Reporting Services (SSRS), with initial exposure to SSAS Tabular.

Created Relational and Dimensional Models for Proof-of-Concept and Training events.

Provided ongoing emphasis upon established Data Mart / Warehouse and Power BI Model Best Practices.

Mentored, while performing side-by-side hands-on Business Requirements Gathering for, design and implementation of Reporting and Analytics capabilities via Power BI and the Microsoft Integrated BI Solution.

Built, and Trained upon, Data Visualizations, including Dashboards and Reports.

Created, and Trained Power BI Consultants upon, Data Governance and Quality Assurance for Power BI / SSAS Tabular, as well as Data Warehouse / Mart, modeling engagements.

Performed Training in Data Profiling, Data Dictionaries, Business Glossaries, and Data Analysis findings documentation, while supplying supporting templates of each for various client needs.

Performed, for multiple Power BI data models, substantial design and training within Power Query to:

oAlign data element naming and calculations between disparate data sources.

oTroubleshoot the end-to-end BI solution and optimize performance.

Provided support for more advanced Power BI model capabilities (advanced calculations, beyond-textbook approaches to meeting advanced business requirements, etc.).

Piloted ETL processes that were then replicated in the corresponding SSIS routines of the ultimate solutions.

SQL Server Analysis Services (SSAS Tabular and SSAS Multidimensional), Microsoft Power BI, Excel PowerPivot and PivotTables, SQL Server 2016, SQL Server Reporting Services (SSRS), Excel PivotTable; Extract files and other external data sources.

Southern Company / Georgia Power Company 05/2017 to 02/2018

Supporting Subject Matter Expert and Business Intelligence Architect for Customer Experience Division

Implementation of SSAS 2016 Tabular models to support SSRS Reporting Services / Power BI presentation layer (both hybrid and standard) / Enterprise BI Prototyping / Piloting / Proof of Concept/ Dashboarding / Optimization projects of diverse nature.

Project Description:

Designed and implemented multiple enterprise SSAS Tabular 2016 models to support rapid deployment of scores of backlogged dashboards and underlying reports, via Power BI solutions, for Customer Experience client organizations.

Designed, implemented and supported independent, “from scratch” Development, UAT, and Production SSAS Tabular environments for the organization throughout my tenure.

Developed, tested, and took into production end-to-end hybrid Power BI solutions that sat atop an on-premise SSAS Tabular environment, while also drawing upon a data mart I designed, containing several diverse enterprise data sources, including SQL Server, Oracle, ClickFox, Hadoop, file sources and others.

Provided technical support for an initial Power BI proof of concept for an IT and Customer Experience Division joint project as the initial step for the development and rapid deployment / maintenance of many Power BI Reports / Dashboards for Customer Experience management.

Employed Power BI to rapidly prototype / pilot each BI solution, and to enhance business requirements gathering and satisfaction within iterative cycles, before recreating successful Power BI models in SSAS Tabular for support of enterprise hybrid Power BI solutions.

Performed substantial work within Power BI Power Query to:

oAlign data element naming and calculations between multiple disparate data sources in many Power BI models.

oTroubleshoot the end-to-end BI solution and optimize performance.

oProvide support for more advance Power BI model capabilities (advanced calculations, beyond-textbook approaches to meeting advanced business requirements, etc.).

oPilot ETL processes that were then replicated in the corresponding SSIS routines of the ultimate solutions.

Demonstrated the ability to identify budgets and timelines for various SSAS Tabular / Power BI business solutions, as well as to support the decision-making processes involved in the implementation of multiple, simultaneous solutions.

SQL Server Analysis Services (SSAS Tabular), Microsoft Power BI, Hadoop, Excel PowerPivot, SQL Server 2016, SSAS, SSRS, SSIS, Excel PivotTable and PowerPivot; Subscription services, extract files, and other external data sources, Oracle, Hadoop, ClickFox, and various proprietary operational data sources.

N3 LLC (Microsoft) 04/2015 to 12/2016

Supporting Subject Matter Expert for international Microsoft Power BI rollout

Enterprise BI Prototyping / Piloting / Proof of Concept / Optimization projects of a recurring nature / Implementation of an internal SSAS 2014 Tabular model for CRM with SSRS Reporting Services / Power BI presentation layer.

Project Description:

Provide technical enablement to clients developing BI solutions with Power BI.

Setup development environments and replicate client problems.

Communicate in a clear and understandable manner with clients, using the appropriate level of technical language, via phone, e-mail and instant message.

Own solutions through to resolution.

Appropriately communicate the business value of cloud computing and facilitate the successful assessment of the platform.

Work with clients around existing support programs to build roadmap and facilitate development of applications on a cloud platform.

Ability to identify budget, timeline, decision making processes, and create buying vision with customer.

Microsoft Power BI, Excel PowerPivot, MSSQL Server 2014, SSAS, SSRS, SSIS, Excel PivotTable and PowerPivot; Microsoft CRM; Subscription services, export files, and other external data sources, SQL Server 2008R2, 2012 and 2014, Oracle, and various proprietary operational data sources.

Numerous Short-Term Consulting Projects 10/2013 to 03/2015

Ongoing Subject Matter Expert, “Best Practice,” and BI Prototyping / Piloting / Proof of Concept/ Optimization projects of a recurring nature; Primarily SSAS Multidimensional and Tabular.

Georgia Society of CPAs 12/2012 to 09/2013

PowerPivot / BI for Excel 2013 training courses for CPAs (to grant continuing education credit) / other Accounting & Finance and technical audiences.

SQL Server Worldwide User Group (SSWUG) 12/2012 to 09/2013

Creation and delivery of courses for SSWUG Summer Camp 2013.

Pluralsight 04/2013 to Present

Ongoing creation and delivery of courses for online audiences (Topics including PowerPivot, SSAS Tabular, Forensic Analytics and others).

Mariner – Charlotte, NC (MSBI Consultancy) 09/2012 to 12/2012

Business Intelligence Architect & Project Lead, Trainer, Mentor; Integrated Microsoft Business Intelligence Solutions

Milliken (Spartanburg, SC) 09/2012 to 12/2012

Business Intelligence Architect and Mentor; Integrated Microsoft Business Intelligence Solution

MSSQL Server 2008R2, SSAS, SSRS, SSIS, Excel PivotTable and PowerPivot; Subscription services, export files, and other external data sources, SQL Server 2008R2, Oracle, and various proprietary operational data sources.

SolidQ – Atlanta, GA (MSBI Consultancy) 08/2011 to 09/2012

Business Intelligence Architect & Project Lead, Trainer, Mentor; Integrated Microsoft Business Intelligence Solutions

Macy’s (Atlanta, GA and Worldwide) 08/2011 to 11/2011

Business Intelligence Architect, Mentor, and Trainer; Integrated Microsoft Business Intelligence Solution

MSSQL Server 2008R2 and MSSQL Server 2012, SSAS 2012 Multidimensional, SSAS 2012 Tabular, SSRS, SSIS, and Excel PivotTable and PowerPivot; SQL Server 2005 / 2008 / 2008R2 / 2012 and multiple proprietary operational data sources.

Georgia Pacific (Atlanta, GA and Worldwide) 11/2011 to 01/2012

Business Intelligence Architect, Mentor, and Trainer; Integrated Microsoft Business Intelligence Solution

MSSQL Server 2008R2 and MSSQL Server 2012, SSAS, SSRS, SSIS, and Excel PivotTable and PowerPivot; SQL Server 2008 / 2008R2 / 2012, Oracle, and multiple proprietary operational data sources.

Citrix (Ft. Lauderdale, FL and Worldwide) 08/2012 to 09/2012

Business Intelligence Architect, Mentor, and Trainer; Integrated Microsoft Business Intelligence Solution

MSSQL Server 2008R2 / 2012, SSAS, SSRS, SSIS, Excel PivotTable and PowerPivot SQL Server 2008 / 2008R2 / 2012, Oracle, Salesforce and other proprietary operational data sources.

Mariner – Charlotte, NC (MSBI Consultancy) 06/2009 to 07/2011

Business Intelligence Architect & Project Lead, Trainer, Mentor; Integrated Microsoft Business Intelligence Solutions

Duke Energy (Charlotte, NC and Seneca, SC) 06/2009 to 07/2011

Business Intelligence Architect, Mentor, and Trainer; Integrated Microsoft Business Intelligence Solution

MSSQL Server 2008 / 2008R2, SSAS, SSRS, Excel PivotTable and PowerPivot, and SSIS; Financial Data from Oracle / PeopleSoft Financials and Business Objects.

Lending Tree (Charlotte, NC) 08/2011 to 09/2011

Business Intelligence Architect and Mentor; Integrated Microsoft Business Intelligence Solution

MSSQL Server 2005 / 2008R2, SSAS, SSRS, Excel PivotTable and PowerPivot and SSIS; Web Traffic Data from SQL Server 2008R2 StreamInsight, independent web logs, subscription services export files, and other sources, SQL Server 2005 / 2008R2 operational data sources.

Coca-Cola Bottling Company Consolidated (Charlotte, NC) 09/2011 to 02/2012

Business Intelligence Architect, Trainer and Mentor; Integrated Microsoft Business Intelligence Solution

Mayo Clinic (Rochester, MN and throughout USA) 03/2006 to 05/2009

Business Intelligence Architect; Integrated Microsoft Business Intelligence Solution

MSSQL Server 2000, 2005, and 2008; Sybase, MS Access, and other Legacy Data Sources.

Georgia Department of Education (Atlanta, GA) 08/2005 to 03/2006

Business Intelligence Architect; Integrated Microsoft Business Intelligence and Cognos Solutions

MSSQL Server 2000 and 2005, Legacy Data Sources, including Oracle, MS Access and Others.

Optimus Solutions / Canvas Systems (Atlanta, GA) 02/2005 to 08/2005

Business Intelligence Architect; Trainer; Integrated Microsoft Business Intelligence Solution

MSSQL Server 2000 and 2005, Legacy Data Sources, including Navision, Lotus Notes and Others.

Gold’s Gym National Fitness 07/2004 to 01/2005

Data Architect and Business Intelligence Architect; Trainer; Integrated Microsoft Business Intelligence Solution

MSSQL Server 2000, Legacy Data Sources.

The Coca-Cola Company (Atlanta, GA) 09/2003 to 08/2004

Business Intelligence Architect and Analyst; Global OLAP Solutions

MSSQL Server 2000, Teradata, Oracle 8i, 9i, 11i, Other Data Sources.

CibaVision (Atlanta, GA) 05/2003 to 09/2003

Business Intelligence Architect and Analyst; Cognos Consultant

MSSQL Server 2000, Analysis Services, Oracle 8i, Other Data Sources.

MarketStreet Solutions (Clients in Numerous Locations) 01/2003 to 04/2003

Business Intelligence Trainer and Course Designer; Cognos Consultant

MSSQL Server databases; Infinium Process Manufacturing; Other Data Sources.

Interface, Inc. (Atlanta, GA) 11/2002 to 01/2003

Business Intelligence Architect – Cognos Finance

MSSQL Server databases; Infinium Process Manufacturing; Other Data Sources.

Macmillan Publishing / InformIT (Atlanta, GA and Indianapolis, IN) 08/2002 to 10/2002

Business Intelligence Author and Consultant

MSSQL Server 2000; MSSQL Server 2000 Analysis Services (SSAS) / OLAP; MS PivotTable Service; MS Office.

Alliance Capital Management Corp (New York, NY) 03/2002 to 08/2002

Business Intelligence Architect

Sybase and MSSQL Server databases; SAP HR; SmartStream Financials; Helmsman Budgeting and Analysis System; MS Access; Other Data Sources.

General Electric Power Systems (Atlanta, GA) 02/2002 to 03/2002

Business Intelligence Architect / Cognos Consultant

Oracle RDBMS and Data Warehouse; Other Data Source.

Pfizer Inc. (New York, NY) 07/2001 to 01/2002

Business Intelligence Architect

Oracle and MSSQL Server databases; Concur XMS T & E System; Computron Financials; MS Access; Other Data Sources.

CheckFree Corporation (Atlanta, GA) 05/2001 to 07/2001

Business Intelligence Architect / Consultant

SAP Data Warehouse and SAP / SAP Financials; PeopleSoft HRMS; Oracle; MSSQL Server and DB2 databases; MS Access; Other Data Sources.

Eastman Chemical Company (Kingsport, TN) 09/2000 to 04/2001

Business Intelligence Architect / Consultant

SAP Financials; SAP Data Warehouse; PeopleSoft; Oracle; MSSQL Server databases; MS Access; Other Data Sources.

Glencore LTD (Stamford, CT) 05/2000 to 08/2000

Business Intelligence Consultant / Financial System Consultant / Cognos Consultant

CODA-Financials; Oracle; PeopleSoft; MS Access; Other Data Sources.

Mediterranean Shipping Company (New York, NY) 11/1998 to 04/2000

Financial System and Crystal Reporting Implementation Project Manager

MSSQL Server (through 2000) databases; CODA-Financials; MSSQL Server DTS and OLAP; MS Access; Other Data Sources.

Brewers Retail Inc. (Toronto) 10/1998 to 10/1999

Financial System and Cognos Reporting Implementation Project Manager

Sybase databases (UNIX and NT); CODA-Financials (Sybase-UNIX and VAX); PeopleSoft; MS Access; Other Data Sources.

Caterpillar (Dallas, TX and Nashville, TN) 04/1999 to 10/1999

Financial System and Cognos Reporting Consultant

MSSQL databases; CODA-Financials; J D Edwards; MS Access.

Time Oil Company (Seattle, WA) 09/1998 to 04/1999

Financial System and Cognos Reporting Project Manager

Sybase (UNIX and NT) and MSSQL Server databases; CODA-Financials; MS Access; various Logistics and Inventory Data Sources.

British Aerospace / Reflectone Inc. (Tampa, FL) 06/1998 to 09/1998

Financial System and Cognos Reporting Consultant

Oracle databases (UNIX and NT); CODA-Financials; MS Access; PeopleSoft; Adaytum.

Associated Electric Cooperative Inc. (Springfield, MO) 01/1998 to 06/1998

Financial System and Cognos Reporting Project Manager

MSSQL databases; CODA-Financials; MS Access; Other Data Sources.

University of South Florida Physicians Group (Tampa, FL) 04/1997 to 12/1997

Financial System and Cognos Reporting Project Manager

MSSQL databases; CODA-Financials (MSSQL Server and VAX); MS Access; Other Data Sources.

Columbia Healthcare Inc. (Nashville, TN and Tampa, FL) 11/1996 to 10/1997

Financial System and Cognos Reporting Project Manager

Informix; MSSQL Server; CODA-Financials; MS Access; Other Data Sources.

CODA Ltd (Harrogate, United Kingdom) 1994 to 1997

CODA-Financials System and Business Intelligence Consultant

Rollins, Inc / Orkin (Atlanta, GA) 1990 to 1994

Internal Audit and Assistant Controller, Information Resources Group

KPMG Peat Marwick (Atlanta, GA) 1987 to 1990

Senior Auditor / Managing Auditor

United States Navy, Worldwide 1977 to 1983

Submarine Service; Numerous Awards

EDUCATION

Georgia State University; BBA, Accounting (1987)

CERTIFICATIONS

Certified Public Accountant (CPA)

Certified Management Accountant (CMA)

Certified Internal Auditor (CIA)

Microsoft Certified System Engineer (MCSE)

Microsoft Certified Database Administrator (MCDBA)

Certified: IMA Data Analytics & Visualization Fundamentals

PRESENTATIONS & PUBLICATIONS

Author / Trainer / Speaker / Consultant / Financial and Business Intelligence Systems Selection Specialist

Recurring public and custom classes nationwide surrounding:

oMSSQL Server Reporting Services (2000 to 2014)

oMSSQL Server Analysis Services (2000 to 2014)

oMDX Language

oDAX Language

oSQL

oMicrosoft Integrated Business Intelligence Solution

oMicrosoft Power BI (including PowerPivot)

oConversion Strategy Workshops

oCognos Business Intelligence Suite and standalone components

oCrystal Reporting

oDatabase Design and Creation

oOther Accounting / IT subjects (especially Business Intelligence –related)

International, national and local user group and professional group presentations surrounding financial databases, financial reporting, and MSSQL Server Analysis Services and Reporting Services.

Presentations to management of diverse organizations, contrasting and comparing enterprise Business Intelligence applications in support of purchase / implementation / upgrade and enhancement decisions.

Published author in Business Intelligence, accounting and finance systems, and general database / IT subjects. Current examples include:

oSQL Server Central

Stairway to MDX series:

http://www.sqlservercentral.com/stairway/72404/

oStairway to PowerBI and DAX series:

http://www.sqlservercentral.com/stairway/75426/

oDatabase Journal

http://www.databasejournal.com/features/mssql/article.php/1459531 (http://www.databasejournal.com )

VOLUNTEER ACTIVITIES / PROFESSIONAL

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