Business Systems Financial Services
Resume:
Timothy J. Perkins
Grain Valley, MO *****
***********@*****.***
BACKGROUND SUMMARY
Action/results-oriented professional with extensive knowledge of financial services industry, practices and products. Management style characterized by effective leadership through personal and professional development of subordinates. Heavy emphasis on design, development and enhancement of strategic information systems, modernization of legacy systems, and effective consulting at all levels within financial services organizations.
Over 30 years experience in positions of increasing responsibility including:
- Systems Design, Development, Enhancement and Maintenance - System Conversions
- Product Design, Development and Implementation - Team Building
- Project Management - Fostering Partnerships
PROFESSIONAL EXPERIENCE
CGI, Hartford, CT – 02/2021 – 07/2024 (Remote)
Lead Consultant / Mainframe Systems Analyst
Analyzing current system flows and conversion roles. Reviewed and documented data structures and system functionality. This contract was completely remote (work from home).
Key Achievements:
Documented system faults and solutions
Reviewed / managed conversion activities
Data mapping, Data mining from Client systems to target Core system
Managed and maintained DB2 databases on z/OS, ensuring optimal performance, reliability, and data integrity.
Reviewed Data structures on source and target systems
Reviewed product specifications for multiple admin systems
Setup products, rates
Setup re-insurance treaties and allowances
Setup Re-insurance billing and in-force audits
Trained technical staff
Trained business analysts
Annuity System Conversion (Deferred, Variable)
Life Insurance system Conversion (Variable, Life, Term, Universal Life, Indexed Universal Life)
Quality Assurance
UAT
Created test bed data files to confirm transformations / potential issues with applications (test data management)
Created Business & technical requirement documents
Created product definitions for multiple plans in a multitude of Administration systems
JIRA ticket creation, resolution
Agile & waterfall
Created base templates and processing flows for modernization of sunsetting admin systems
Produced system flows from legacy mainframe admin systems
Complex SQL queries for data extraction, transformation, and analysis to meet specific business needs.
Analyzed COBOL based source and target administration systems to determine data migration processes
Reverse engineering source administration system processes
Complex VBA macros for Excel
Used COBOL, JCL, SYNCSORT, CICS, DB2, VBA, EXCEL, FTP, Linux
INFOSYS / McCAMISH, Atlanta, GA – 03/2020 – 12/2020 (Remote)
Lead Consultant
Analyzing current system flows and conversion roles. Reviewed and documented data structures and system functionality. This contract was completely remote (work from home).
Key Achievements:
Documented system faults and solutions
Reviewed conversion activities
Streamline New Business application submissions
Data mapping from Clients to in-house systems
Suggested system processing flow modifications needed
Designed and implemented test data management strategies.
Reviewed product specifications and implementation within the Infosys insurance administration system
STATE OF HAWAII JUDICIARY, Oahu, HI – 04/2019 – 09/2019 (Remote)
SQL Server DBA
Analyzing servers used by the judiciary monitoring database usage and identifying server issue logs. Reporting on data usage and integrity. This contract was completely remote (work from home).
Key Achievements:
Monitored server usage and faults
Suggested upgrade to server software
Documented database activity and functionality
Documenting processing changes on new hardware with original software
Mainframe system analysis
Analyzing IBM mainframe and AS400 computers. Determine what processes are being used. Documented system flows on these machines.
Key Achievements:
Documented processing jobs, programs and databases currently being used
Program / Process level documentation (COBOL, CLIST)
Documented database structures
BROADRIDGE FINANCIAL, Kansas City, MO – 04/2017 – 04/2019
Business Systems Analyst, Programmer Analyst, Mainframe development
Leading development of methods and processes to migrate hundreds of legacy financial products from mainframe to a new platform supporting multi-channel (digital and print) distribution.
Key Achievements:
Devised a strategy to reveal business logic buried within undocumented legacy mainframe applications.
Documented processing flow determined from mining end-user data
Documented user stories. Created Visio diagrams of system interfaces
Assisted in conversion of existing legacy applications to the new platform
Created data mapping documents from original system to the new platform
Created reports for end-users denoting parallel processing flows between systems
Regression testing and data validation and balancing
Created test bed data files to confirm transformations / potential issues with applications (test data management)
Performed Q/A duties verifying conversion validity
Created new programs and workflows as well as documentation
Created new schedules (JCL / CA7) for migrated mainframeapplications
Used COBOL, JCL, SYNCSORT, CICS, DB2, VBA, EXCEL, FTP, Linux
ALSTOM, Grain Valley, MO – 01/2017 – 04/2017
Computer Systems Tech
Re-branding of entire company required a PC deployment. This entailed configuring new hardware and software for the entire company.
Key Achievements:
Created inventory of all sites and hardware delivery schedule.
Configured new hardware and network configuration
Trained users on new hardware and software delivered within this deployment
Set up new e-mail and internet protocols
BROADRIDGE FINANCIAL, Edgewood, NY – 04/2015 – 12/2016
Business Systems Analyst, Mainframe Developer
Key Achievements:
Systems Business Analyst on in-house tax reporting system.
Built processing matrix on trading transactions. This matrix was a pre-processor to determine how to classify each transaction for tax reporting.
Documented Mainframe system flow (JCL, COBOL, VSAM)
Produced all data mapping documents from in-house to new technology system
Directed developers on conversion efforts
Worked developing testing scenarios for Q/A
Analyzing existing data entities from in-house system to help develop new technology schemas
Trained business analysts
Helped developers with Informatica development
Created Macro based spreadsheets to generate testing scenarios and validating data
Created end-user documentation to verify processing results
Software – Excel, Word, Q/C, Informatica, XML, SQL, COBOL, JCL, DB2, CICS, VSAM
Hardware – IBM PC, NT Networking, Mainframe
EDWARD JONES, Saint Louis, MO – 05/2011 – 04/2015
Business Systems Analyst / Programmer Analyst, Mainframe Developer
Responsibilities include Mainframe DB2, COBOL, JCL, VSAM conversion from IDMS processing to DB2. Modernization of in-house Mainframe applications.
Key Achievements:
Technical lead on money market modifications to in-house system. This includes program modifications and job control changes.
Analyst on finding corrupted data within in-house systems. Worked from system faults back to the offending transactions to aid in fixing. Documented all system failures and the associated data fixes needed.
Created aged document sub-system. The client needed a follow-up system for outgoing documents that have not been returned.
Analyst on direct debit processing
Analyst on enhanced check request system
Analyst on Annuity processing system
Analyst on Money market fund processing
*Software – COBOL, JCL, DB2, IDMS, VSAM, CICS, FTP, MQ
*Hardware – IBM Mainframe
AVIVA LIFE, Des Moines, IA – 01/2006 – 02/2011, 08/2012 – 06/2013
Trainer / Systems Analyst / Programmer Analyst / Business Systems Analyst / Architect / Mainframe Developer
Key Achievements:
Technical Lead
*Business Analyst
*Systems Analyst
*Architect
*Aviva bought Bankers Life in New York. I was called back in to continue support of the CAPS-IL system
*Duties included analyzing all rate& mortality information by exporting and importing admin system tables into Excel. I wrote extensive macros to reformat production data into an actuarial accessible format.
*Analyzed all policy related data and used Excel to denote data problems from previous conversion efforts. I also used Excel for queries given that this legacy system was not SQL compliant. These queries reduced system overhead given all policy information could be obtained from the spreadsheets.
*Created end-user queries denoting data issues that existed prior and post conversion
*Created interfaces for Re-insurance companies
*Responsible for maintenance on the companies existing CAPS-IL Admin system. Duties included conversion of 300,000 policies across 29 different companies. The block of business was converted from the Lifepro OS/2 software package.
*Duties included end-user training on modifications required for the new block of business. Was the overseer of all programming staff to ensure the data transfer was successful. Performed data screening to ensure all data was validated at the source. Was coordinator between management and users on the conversion effort.
*Set up reinsurance treaty and billing processes for converted business. Validated rating for co-insurance and YRT.
*Software – COBOL, CICS, BTRIEVE, SQL, OS/2, REXX, DB2, Changeman, VisualAge COBOL,
Microfocus COBOL, Excel, VBA, ESP, FTP, MQ, DB2, Mainframe COBOL, VSAM
Hardware – IBM PC, NT Networking, Mainframe
ALLIED INSURANCE COMPANY / NATIONWIDE, Des Moines, IA 05/2005 – 05/2007
Business Systems Analyst / Programmer Analyst / Trainer / Mainframe Developer
Responsibilities include Mainframe DB2, COBOL, JCL, VSAM migration from JES2 to JES3. Also insurance rate generation from actuarial department to Mainframe application.
Key Achievements:
Worked 2nd shift starting in January 2006
Responsible for migration of personal line Property & Casualty business from Allied to Nationwide
Analyzed all of their P&C systems to determine how they work independently
Trained the Q/A staff on how to test the P&C systems. Functional documentation was produced.
Duties included software migration, job control migration, viability testing, system flow
Created Excel VBA job control flow. I used the job scheduler to denote which tasks were run. The VBA coding showed the job control flow per process (daily, weekly, monthly, etc.).
This company is in the process of merging best-of-breed applications between Allied & Nationwide. My duties included coordinating all migrations of the personal line business to the Nationwide environment. This included regression testing, software enhancements (where needed) and job control. The Allied environment was unique in that the job scheduler used a prerequisite approach to process. The new environment required a predecessor / successor scheduling approach. Given this change, I created a system flow document to show how to convert the jobs from one environment to the other.
Created Excel modules to convert rating tables to mainframe format. This process required importing a variety of Excel rate calculation spreadsheets and combining this data to produce the DB2 equivalent import file. This task also required reporting of new changes of rates. The previous was also done through Excel.
Modified mainframe Auto Insurance system
Software – COBOL, CICS, DB2, SQL, REXX, Excel, Changeman, VBA
Hardware – IBM Mainframe
BANKERS LIFE, Woodbury, NY – 02/2003 – 12/2004
Trainer / Systems Analyst / Programmer Analyst / Business Systems Analyst / Architect
Key Achievements:
Technical Lead
*Business Analyst
*Systems Analyst
*Architect
*Responsible for maintenance on the companies existing CAPS-IL Admin system. Duties included conversion of 300,000 policies across 29 different companies. The block of business was converted from the Lifepro OS/2 software package.
*Duties included end-user training on modifications required for the new block of business. Was the overseer of all programming staff to ensure the data transfer was successful. Performed data screening to ensure all data was validated at the source. Was coordinator between management and users on the conversion effort.
*Software – COBOL, CICS, BTRIEVE, SQL, OS/2, REXX, DB2, Changeman, VisualAge, Microfocus, Excel, VBA
*Hardware – IBM PC, NT Networking, Mainframe
STANDARD LIFE INSURANCE COMPANY, Indianapolis, IN – 07/2004 – 09/2004
Business Systems Analyst / Architect
Key Achievements:
Feasibility study to convert their current administration system to a web front-end. The administration system was currently on a universe database platform with a terminal emulation for the front-end. The company was interested in migrating all front-end processing to a .NET web based system. My duties including showing the migration path to deactivate the terminal emulation and enable the web interface.
*Software – UNIVERSE, SQL
*Hardware – IBM PC, NT Networking
UNIVERSAL AMERICAN FINANCIAL SERVICES, Orlando, FL – 02/2002 – 06/2004
Trainer / Systems Analyst / Programmer Analyst / Business Systems Analyst / Architect
Key Achievements:
Responsible for maintenance on the companies existing CAPS-IL Admin system. Duties included modifications allowing interface with a web agency interface. The interface required modifying the mainframe COBOL code to streamline data into an SQL based sequential file for loading into the agency system.
*Helped in the conversion of the Pyramid life agency interface. The above company acquired Pyramid Life Insurance Company to obtain their online agency system. My duties included modifying the CAPS-IL system to feed this system. I worked with the end-users to ensure the data entry on the mainframe equaled the output of the agency system.
*Responsible for downloading text files into Microsoft Word and reformatting output for a variety or printers. This process required a macro written in VBA to reformat data according to the printer driver.
*Software – COBOL, CICS, EASYTRIEVE, SQL, DOS JCL, VSAM, Microsoft Word, VBA
*Hardware – IBM 3000 series
ACADEMY LIFE INSURANCE COMPANY, Philadelphia, PA – 07/1997 – 12/2002
Trainer / Systems Analyst / Programmer Analyst / Business Systems Analyst / Architect / Mainframe developer
Responsibilities include developing Mainframe DB2, COBOL, JCL, VSAM applications. Also develop new product processing on in-house systems.
Key Achievements:
Responsible for the development of Section 7702 actuarial formulas, conversion into programming code for installation on company’s CAPS-IL system, and the management of all requisite activities for the production move-up of Section 7702 logic.
*Manage actuarial consulting staff in order to enable them to produce an effective and accurate Excel spreadsheet that can be utilized for the testing of Section 7702 logic calculations.
*Debugged Actuarial Excel spreadsheets to ensure calculations met with original formulas that were delivered.
*Created macros to cross check calculations in the spreadsheets.
*Created data flow diagrams denoting 7702 tax flows
*Designed & installed death claim sub-system within CAPS-IL
*Involved with year 2000 system changes.
*Conversion duties to convert from CAPS-IL to CK4. I started this project with a review of CK4. Afterwards I created documentation on the differences between the two systems. I created technical documentation on how the conversion process needed to be performed. Assisted in creating the case tools to move the data to the new environment. Created reporting processes to determine that all data was properly transferred. Documented all processing of the from system to coordinate the processing of the to system.
*All systems were mainframe COBOL utilizing CICS
*Software – COBOL, CICS, EASYTRIEVE, SQL, DB2, OS JCL, VSAM, SAS, TSO, SPF, Excel, VBA
*Hardware – IBM 3000 series
CANADA LIFE INSURANCE COMPANY, Atlanta, GA – 01/2000 – 07/2001
Programmer Analyst / Business Systems Analyst / Architect
Key Achievements:
Converted a DOS participating proposal system to Windows using Visual Basic. Duties included redesign of front end and reporting. Set up procedures for Alpha & Beta testing of software. Re engineered software for multiple front ends (i.e. internet) with calculation & reporting engines. These engines would allow the system to be portable across platforms. Created a user-interface the enabled all generated reports to be user-defined. Documented all processes and internal calculations.
*Software – Visual Basic 6, Microsoft Basic, Crystal Report Writer, MS ACCESS
*Hardware – IBM PC
CATHOLIC LIFE, San Antonio, TX – 11/1998 – 10/1999
Trainer / Systems Analyst / Programmer Analyst / Business Systems Analyst / Architect / Chairman Steering Committee
Key Achievements:
Added functionality to existing system for interest bonus processing.
*Created Excel “CSV” files from production data to provide a utility to create multiple reporting views. These files were formatted to maximize excel usage.
*Chairman of Steering committee. This position was created to help restore the control of the IT department. The department managers were redirected to control the scope of software system enhancements. The IT department was restored to a servicing entity.
*Software – COBOL, CICS, CMS, VM, SQL, Excel
*Hardware – IBM 3000 series
THE SYSTEMS HOUSE, Chicago, IL – 09/1996 – 09/1998
Programmer Analyst / Business Systems Analyst / Architect
Key Achievements:
Successfully designed, developed and implemented a multi-company UNIX based system that is used for inventory, order and delivery of office products.
*Re-designed a software package (i.e., FAHRENHEIT) in order to enable product orderings to be conducted via the Internet on a real-time basis. Managed a staff of five people in order to implement said functionality.
*Software – UNIDATA, SQL
*Hardware – IBM RS6000
EDUCATION
COLLEGE OF AUTOMATION, Chicago, Illinois
A.S. Computer Science
Special Recognition - Due to exceptional skills, was asked by Director of College to develop programs
to be utilized for retrieval of testing materials from tape/disk backups.
SPECIALTIES
*Complete understanding of the actuarial sciences,
*Conversions, varying from mainframe to mainframe, mainframe to PC and PC to mainframe.
*Systems analysis, design, implementation, training and documentation.
*End-user and technical liaison for post-installation sites.
INFORMATION TECHNOLOGY EXPERIENCE
Hardware/Software Experience
COBOL, REALIA COBOL, CICS, FORTRAN, PL/1, VISUAL BASIC, EASYTRIEVE, EASYTRIEVE PLUS, ASSEMBLER, ABEND-AID, IBM 3000 SERIES, SYSTEM 32/34, AS/400, RS6000, BURROUGHS 5900,6700, 7800 AND 1800 SERIES, PRIME 350, 550, 750, AND 950 SERIES, ADVANCED REVELATION, UNIDATA, UNIVERSE, UNIX, OS/MVS, OS/JCL, NOVELL NETWARE, SQL Server, DB2, EXPIDITER, TSO, IDMS, VSAM, VM, CMS, PANVALET, CHANGEMAN, ZEKE, LIFEPRO, LIFECOMM, LIFE70, CK4, XML, INTERTEST, SAS, ESP, FTP, MQ, USER STORIES, TEST PLANNING, DOCUMENTATION,VISIO, EXCEL, VBA, ACCESS, QA, QC, C Language, VisualAge COBOL, Microfocus COBOL,
LINUX, Windows, MVS, DATA MAPPING, DATA GOVERNANCE, JIRA, PROJECT MANAGEMENT, PROJECT LEADER
Proficient in Microsoft Office Tools
Contact this candidate