Business Intelligence Solution Architect

Roger D. Clark

**** *********** *****

Greer, SC 29650

Mobile: 864-***-****

E-mail: *****.*****@****.***

http://www.linkedin.com/in/pylot

Overview:

I am a Solution Architect (Blackbelt Certified) with over 20 years of enterprise level Financial Planning and Analysis, Business Intelligence and Analytics experience.

Education/Certifications:

Wingate University, MBA Wingate, North Carolina Jan 2021-Aug 2023

• MBA – Data Analytics and Corporate Innovation (Summa Cum Laude- 3.92 GPA)

University of South Carolina Columbia/Spartanburg Bachelor of Science Aug 1985-May 1989

• Received Bachelor of Science in Business Management with focus on Economics and Finance.

Infor Solution Architect Blackbelt Certified (October 2023)

TOGAF Certification (October 2023)

Snowflake Data Warehousing Essentials (July 2025)

Computer Skills:

• Infor EPM/FSM/GHR/BIFSM, Import Master, BIRST

• Amazon AWS (S3, RedShift, Lake Formation)

• Data Warehouse Technology (SQL, Oracle, Teradata, SAP, IBM DB2)

• Microsoft Power BI, Access and Excel (have attended specialized training)

• Cognos 8.x/10.x/11.x/12.x BI Report Authoring (Event Studio, Query Studio, Report Studio, Metric Studio, Analysis Studio and BI Administrator) Including Framework Manager and Report Studio.

• Six Sigma and Project Management skills

• TM1 9.5.2 Administrator, Contributor and Perspectives

• Tableau, Qlik and SiSense and MicroStrategy

• SalesForce integration

• SPSS and SAS Studio Statistical Packages

• Erwin, Embarcadero and Enterprise Architect Data Modeler platforms

• Infor, Epicor, Oracle and Sage Financial Systems

• Mercury QC, JIRA, TFS and Subversion Systems

Work Experience:

Ventura Foods, LLC

Brea, CA

Senior Analytics Solution Architect April 2024 – Present

Serve as an expert resource on matters of data architecture to business and IT staff in all phases of data warehouse development, implementation, and support. Identify, evaluate and recommend new technologies or techniques which will advance business intelligence capabilities within IT and Business.

Maintain the environment including administration of BI Tools (such as MicroStrategy, OBIEE), production support, periodic user reviews, managing change requests, and prioritizing and overseeing the implementation. Responsible for designing data models which integrate heterogeneous data from a variety of data sources and cohesively supports BI technologies. Provides source system analysis from the operation systems for the purpose of data mapping requirements to support ETL/ELT development. Develops and maintains standards across architecture, management, dictionary and metadata. Collaborate with all levels of Business or ITS (Executive through Business unit) to gather and document requirements / objectives then translate them to strategic/tactical business plans and systems development.

Infor

13560 Morris Road, Suite #4100, Alpharetta, GA 30004 864-***-****

Solution Architect August 2017 – March 2024

I am currently a Solution Architect (Certified Blackbelt) with Infor Global Solutions. My work at Infor consists of working with large clients in healthcare, public sector, manufacturing, consumer goods/retail and financial services. I support several Infor applications including EPM budgeting and planning platform, Import Master ETL tool, Infor BIFSM and analytics platform and the Birst reporting and visualization toolset. I have completed 50+ client interactions and assisted in the close of over 40 solution contracts and designed over 25 solutions for clients. My role also is responsible for pre-sales interaction with clients to ascertain requirements and align their needs with Infor capabilities to create a viable solution. Interaction with the sales team for RFP’s and demonstrations of software is an inherent part of my role for pre-sales support. I also work with high-level client executives to determine needs and wants and develop comprehensive blueprint documents to lay out a roadmap and development plan for the consultants in my group. We have moved to a cloud-based SaaS solution utilizing AWS S3, Redshift and Lake Formation tools as the basis for all our implementations.

NWN Corporation

124 Verdae Blvd, Suite #303, Greenville, SC 29607 864-***-****

Senior Business Intelligence Architect November 2014 – August 2017

Led the Business Intelligence (BI) team throughout the lifecycle of the projects. Have competent leadership abilities and able to establish team goals and objectives while solidifying BI projects that are both congruent to clients short and long term goals. Responsibilities include but not be limited to managing technical staff during all phases of the BI project life cycle: planning, analysis, development, programming, testing, implementation and maintenance of new and existing BI and Analytical computer systems. Forward thinking and responsible for establishing and furthering vision, goals and strategic direction for BI and Analytics. Develop, document and implement best practice strategies for BI, Data Warehouses and Analytics.

Assist in workshops and coordinate with multi-program end-users and management staff. Act as a coordinator and liaison between the BI Development team and the requesting program areas for capturing and documenting requirements for BI solutions. Have a strong ability to translate user requirements into technical documents which are used by the BI development team to create a final BI Solution which will encompass but not limited to a Data model, Data Warehouse, Data Marts, Data Cubes, ETL process, Data Scrubbing and Cleansing, Data Reports and Dashboards. Also responsible for preparing other types of documentation such as a needs assessment report, statement of work and project status reports to name a few. Integrated various data systems such as SQL, DB2, Greta Plains and SalesForce into data warehouses for reporting and analysis.

Provide assistance to technical staff for enhancements and modifications to BI solution projects and assist in development, testing and training when needed. Responsible for creating, designing and developing logical and systematic layers used for end user reporting, KPI s and analytics. Keep abreast of current technology and make recommendations for appropriate technology solutions for projects including hardware equipment and software.

American Credit Acceptance

320 East Main Street, Spartanburg, SC 29302 866-***-****

Manager of Information Management January 2014 – November 2014

• Provide leadership and oversee other staff development initiatives.

• Develop effective IT Information Management team.

• Lead existing systems analysis of information stores and flows and recommend solution alternatives.

• Lead the creation of conceptual and logical data models for all key business domains (subject areas) in ACA.

• Partner closely with PMO to ensure successful delivery of all project initiatives.

• Ensure the alignment of systems under development / modification; fully comply with ACA policies and guidance around risk management and business compliance.

• Drive the creation of information management reference architectures.

• Determine and guide the implementation master data management strategies at ACA.

• Determine and guide the implementation of a Central Data Warehouse at ACA using Microsoft SQL.

• Guide the creation of data marts for business areas as needed to help with their business intelligence and analytics efforts.

• Partner closely with Risk department to determine best approaches for information management.

• Responsible for data modeling standards and guidelines

• Responsible for creation of current and future state information architecture models with gap analysis.

• Manage alignment of information architecture to business objectives through to implementation.

• Provide guidance on data warehouse modeling and initiatives.

• Ensure information management solutions comply with ACA compliance and risk management policies.

• Responsible for level of effort estimates on new initiatives or change requests.

• Responsible for allocation of resources to project initiatives, change requests and other prioritized need.

• Responsible for managing all HR personnel issues with Development staff including time tracking, attendance and approvals.

• Participate in vendor solution and system overview sessions.

TBC Corporation (Division of Sumitomo)

823Donald Ross Rd, Juno Beach, FL 33408 561-***-****

Senior Manager of Business Intelligence Solutions 11/2012-11/2013

• Manage an on-shore, off-shore and internal team consisting of 15-25 staff developing a 27/81 TB data warehouse using Teradata, SAP and Cognos software.

• Responsible for $5+ million budget and all project deliverables

• Initiated re-design of existing business intelligence platform to maintain scalability for 3700+ retail locations

• Provide support for C-level executives and senior leadership for analytical and reporting needs. This includes mobile, dashboards and KPI’s

• Selected as one of top 20 IT leadership staff engaged in the Aegis Performance Group Leadership program (6 months)

• Lead multiple groups for data integration, reporting, analysis and governance

• Maintained hands-on familiarity with SAP, SQL and Cognos tools

• Working with SSIS, Teradata, SAP, Cognos v10.2, TM1 v10.1, Epicor and JD Edwards

21st Century Oncology (Vestar Capital Partners)

2270 Colonial Blvd, Fort Myers, FL 33907 239-***-****

Director of Business Intelligence 2/2010-10/2012

• Manage an on-shore, off-shore and internal team consisting of 12 staff

• Responsible for $2+ million budget and all project deliverables

• Named to Top 100 leadership group for company and asked to be a mentor and coach for corporate leadership development program

• Initiated project scope and design requirements for enterprise data warehouse (MS-SQL), business intelligence platform and financial planning and analysis system (Project includes Intergy, MAS500 and Kronos)

• Coordinated the definition and creation of nomenclature and metadata

• Directed and participated in development of architecture, reporting initiatives, including gathering business requirements, UAT facilitation and the preparation of technical documentation for BI project and Kronos project

• Provided analytic and application support to internal and external clients, capitalizing on business and industry knowledge to provide innovative and efficient delivery of actionable information

• Lead weekly project status meeting using industry standard process control methods

• Facilitated production of ad-hoc and parameter-driven reporting using Cognos v10.1 and TM1 9.5.2 BI tools (53 reports in initial BI roll-out)

• Identified, assessed, and implemented process improvement needs to continually increase operational efficiencies

• Developed KPIs and metrics for dashboard presentations to measure business performance

• Project Managed all aspects of business projects that impact the data warehouse

Moonpie, LLC

Owner

Taylors, SC 6/2009-2/2010

• Business Intelligence Consulting services for small and medium size enterprises

AFL Telecommunications

170 Ridgeview Center Drive Duncan, SC 29334 864-***-****

Senior Planning, Reporting and Forecast Analyst 9/2007-6/2009

• Managed a team of 5 internal resources

• Responsible for $1 Million budget

• Responsible for enterprise reporting, budgeting and forecasting. Currently using Oracle Financial Accounting, Access and Excel.

• Developed a team for a new Oracle Business Intelligence Enterprise Edition (OBIEE).

• Acted as Developer and Architect for OBIEE system.

• Assisted with ETL design (schema, data format) utilizing SQL queries from an Oracle 10g environment.

• Responsible for implementation of the total OBIEE architecture implementation

• Responsible for sizing hardware requirements to support the OBIEE implementation

• Responsible OBIEE administration in total, including physical, business, and presentation layers design and setup as well as defining users and their security

• Responsible OBIEE answers report development and the incorporation of the answers modules into dashboard design and development

• Responsible End-User Training

Extended Stay Hotels (Blackstone Group)

11525 N. Community House Road, Ste 100 Charlotte, NC 28277980-***-****

Manager of Operations Analysis 1/2007-9/2007

• Led development team of up to 25 staff for new Cognos 8.3 and ProClarity cube environments for company-wide implementation. Completed Operational Reporting System which is now in production. Developed and led process of industry comparison (STR) reporting and P&L Cognos 8.3 cube projects. ProClarity environment for Sales, Marketing and Revenue Management is in production.

• Managed over $10 million budget for two projects

• Acted as Developer, Architect and Report Designer for Cognos 8.3 system which included data from NiteVision, Epicor and ADP.

• Utilized SQL queries to define data structures for the schema design and ETL design teams.

• Developed and implemented full P&L reporting for managed properties not owned by Extended Stay Hotels.

• Responsible for daily operations reporting to all senior management and field management, weekly and monthly forecasting for senior management, ad hoc P&L analysis, monthly reporting to owners and support of all corporate departments for reporting requirements and solutions.

• Assist in development and specifications of all new reporting for acquisitions and new development projects for senior management.

• Work with field personnel to establish needs and requirements for all levels of reporting.

• Led project team for implementation of new data cleansing process using Dun & Bradstreet systems. Developed requirements and managed all team members (marketing, business analysis group and IT) during this project from initial design through implementation. Project involved over 4.2 million records.

Associations:

• Member of Business Advisory Board for ECPI College of Technology

• Associate Member - The Data Warehouse Institute

• Member of Healthcare Data Warehouse Association

• Certified Fraud Examiners Society Member

• American Meteorology Society

• Balloon Federation of America Member

• Aircraft Owners and Pilots Association Pilot and Aircraft Owner

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