Subject Matter Expert

Irving Berman, SQL Reports Developer

Brooklyn, **204, US, 718-***-****, **************@*****.***

SUMMARY

Detail-oriented SQL Reports Developer with over 20 years of experience in database management and application development. Expertise in COBOL, DB2, and SQL, recognized as the subject matter expert in billing systems at Morgan Stanley. Successfully developed critical programs for fee calculations and billing, delivering ad-hoc reports that enhanced operational efficiency. Capable of leveraging extensive technical skills to contribute significantly to the data-driven needs of organizations in the information systems sector.

WORK EXPERIENCE

03/1996 – 04/2018

Sr. Programmer Analyst/Developer, Morgan Stanley – Wealth Management

New York, NY

Joined the Wealth Management group during the transition to fee-based managed accounts, significantly enhancing revenue streams.

Engineered critical COBOL/DB2 programs integral to various system functions.

Recognized as the Subject Matter Expert (SME) within the group.

Managed billing data stored on DB2 tables, executed data manipulation via DB2/SQL embedded in COBOL programs executed in batch JCL procedures and CICS regions, along with DB2 Load utilities.

Ensured billing batch jobs operated within the batch schedule's critical path.

Developed the Billing System utilizing Stored Procedures and global temporary tables to support FeeTrak used by financial advisor teams.

Facilitated the presentation of the most recent fees booked to the general ledger, organizing data by financial advisor, branch office, region, and product.

Initially tasked with developing and maintaining core API modules responsible for fee calculations and billing functions across various products, including:

- separately managed accounts

- multiple discipline

- discretionary

- non-discretionary

- mutual fund wrap

Implemented significant modifications to the majority of the programs operating within the billing system.

Completed the final major assignment of coding and deploying COBOL/CICS/DB2 functionality enabling Billing Operations to adjust the Inclusion/Exclusion status of Alternative Investment securities in relation to the account’s billing market value.

Acknowledged as the SME of the billing system, handling urgent requests, troubleshooting issues, and generating complex ad-hoc reports that necessitated advanced SQL queries joining billing tables.

11/1994 – 03/1996

Consultant/Developer, Depository Trust Co.

New York, NY

Developed and implemented an inventory validation system utilizing OCR reader technology to facilitate screen input.

03/1991 – 11/1994

Programmer Analyst/Developer, Dow Jones Telerate

Jersey City, NJ

Contributed to Dow Jones Telerate, an electronic provider of commodities market data through diverse product offerings.

Developed the MATRIX product, delivering multiple market data streams on a single interface.

Coded and implemented CICS programs that prepared input files for MATRIX, ensuring customer-ordered data channels were activated.

08/1989 – 12/1990

Software Developer, META Health Technology

New York, NY

Collaborated with a team to develop and customize hospital medical records software compatible with various IBM operating systems.

08/1988 – 08/1989

Programmer/Developer, Bank of New York

New York, NY

Initially developed a messaging interface for the CHIPS interbank money transfer system.

Project direction altered due to a merger with Irving Trust, leading to a focus on file and data conversion efforts.

06/1985 – 08/1988

Associate Programmer/Analyst/Developer, Continental Insurance Co.

Neptune, NJ

Supported the premium revenue reporting system, ensuring accurate financial tracking.

Completed training in the 4th generation RAMIS language and database.

Managed the loading of the application’s data into RAMIS databases and generated both online and printed RAMIS reports, receiving positive feedback from back office users.

EDUCATION

1979 – 1984

Beth Medrash Govoha

Advanced Rabbinical Degree

Lakewood, NJ

SKILLS

z/OS

MVS

VM/CMS

Batch/JCL

CICS

DB2

VSAM

RAMIS

QMF

SPUFI

COBOL

SQL

Stored Procedures

EASYTRIEVE

Changeman

Fileaid

Intertest

OCR

SQL Queries

Relational Database Theory

Application Development

Data Validation

Technical Guidance

Teamwork

Critical Thinking

Analytical Skills

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