Business Intelligence Architect and Data Governance Leader
Resume:
********@*******.***
Linkedin Profile
Steven S. Emery, C.L.P., M.C.P.
Business Intelligence Architect
Summary
Highly-motivated Solution Architect with 10 years of BI and analytics experience. Exceptional detail- oriented, analytical, and problem-solving skills used extensively in data analysis and process improvement. Strong presentation and training skills acquired through presenting BI solutions, product demonstrations, and analytical insights to many different audiences. Excellent blend of IT and business skills used to effectively translate requirements into solutions. Accomplishments
• Business Intelligence Architecture and Development of Data Analytics
• Data Governance programs for NRUCFC, FDIC and Citigroup
• Qlikview, QlikSense and Tableau architecture
• Migrated over 1000 legacy dashboards to Tableau
• SQL Server Data Warehouse integration, implementation and migration
• Document Management and Collaboration implementation for four Fortune 500 companies
• Collaboration and Middleware administration for 50,000 collective users
• POS implementation serving 1.1B customers annually over the past decade for the U.S. Postal Service.
Areas of Expertise
• IT Management
• Architectural Roadmaps
• Dev Ops
• Agile
• CI/ CD
• Business Intelligence
• Disaster recovery
• Business Case Development
• Business Intelligence
• Process Models & Workflow
• End User Communications
• eDiscovery and Compliance
• Computer forensics
• Requirements Management
• Change Control Management
• Data Governance
• Data Catalog
• Data Modeling
• Data Analysis and Reporting
• Risk management.
Managerial Skills
• Excellent in Project Management methodologies, planning, scheduling methods, and tools.
• Strong documentation and reporting skills.
• Expert in administering enterprise software solution projects.
• Ability to prioritize effectively, multi-task, and achieve objectives within time and budget constraints. Able to deliver both Agile and Waterfall projects.
• Strong analytical and problem-solving skills, excellent planning and multi-tasking abilities, with proven experience in utilizing people and process knowledge to help an enterprise make critical decisions.
********@*******.***
Linkedin Profile
Professional Experience
CitiGroup / Pinnacle Group April 2021 – Oct 2025
Business Intelligence Architect
Citigroup Inc. or Citi is an American multinational investment bank and financial services corporation headquartered in New York City.
Achievements:
• Built interactive Tableau, Qlikview and PowerBI dashboards (live and extract) for Equities Trading and Risk functions
• Designed and optimized scalable SQL queries and data models
• Led requirement analysis and iterative delivery with global stakeholders
• Delivered tailored reporting for trading desks and marketing teams
• Contributed to team knowledge-sharing and informal mentoring initiatives
• Created Active Directory Integration for Authentication Pipeline Process.
• Developed KPI Metrics for System Engineering Support for Infrastructure monitoring.
• Data Model Creation for Business Credit and Loan Analytic Dashboards
• Implemented Tableau environment stack for SDLC for legacy dashboard migration.
• Migrated over 1000 legacy dashboards to Tableau.
• Implemented Taby environment for Python Integration to Tableau for analytic calculations. Responsibilities:
• Architecting, designing, developing, and maintaining business intelligence solutions using PowerBI, Tableau, Qlikview and Qliksense. Contributed to the development of Tableau strategy and product roadmap. Identified opportunities for leveraging Tableau to drive business growth and efficiency.
• Integrated data from various sources into PowerBI, Tableau, Qlikview and Qliksense, ensuring optimally performing data models. Conducted data cleansing, blending, and aggregation to prepare datasets for visualization. Monitored and enhanced the performance of PowerBI, Tableau, Qlikview and Qliksense dashboards and data sources, ensuring rapid load times and intuitive user experiences.
• Optimized data extracts and ensured efficient data retrieval and performance on PowerBI, Tableau, Qlikview and Qliksense dashboards. Maintained, tested and scheduled refresh of PowerBI, Tableau, Qlikview and Qliksense extracts. Devised processes for trigger-based automation of Tableau extract refresh for large volumes (TB) of data. Create scripts for automating Tableau extract refresh.
• Assisted with prioritization of bugs, feature work, and architectural enhancements. Designed Tableau APIs as required. Provided technical expertise in areas of architecture, design, and implementation. Troubleshoot and remediated issues related to data integrity, visualization accuracy, and dashboard performance.
• Established automated processes for large scale data analysis and create metrics to support business strategies and Citi’s regulatory commitments. Interpreted complex data sets and transform them into visual stories that inform decision-making.
• Identified data patterns and trends to champion adoption and usage of risk analytics capabilities, by providing insights to enhance business decision making capability in business planning, process improvement, solution assessment etc.
• Fine-tuned SQL Queries for maximum efficiency and performance. Conduct unit tests and develop database queries to analyze the defects and troubleshoot any issues. ********@*******.***
Linkedin Profile
• Managed the lifecycle of Tableau analytics dashboards, Tableau Prep Flows including business requirements gathering, functional specification write-ups, prototyping, development, quality testing, user acceptance testing, roll-out and post-launch enhancements implementation. National Rural Cooperative Finance Corp. Oct 2011 – July 2021 Business Intelligence Engineer
The National Rural Utilities Cooperative Finance Corporation (CFC) is a member-owned cooperative association incorporated by and for rural electric cooperatives. The creation of CFC was the realization of an idea first proposed in 1958 by David Hamil, head of the Rural Electrification Administration (REA). Within a few years, electric cooperative leaders—through their nationwide service arm, National Rural Electric Cooperative Association (NRECA)—recognized that affordable financing alternatives to REA were needed and began to study financing options.
Achievements:
• Enhanced the company primary financial product (Key Ratio Trend Analysis) using SharePoint Reporting Services Integration.
• Implemented Data Governance program utilizing Informatica to build Data Catalog, ETL Processes and Data Security Fabric.
• Chartered Data Governance Committee to define business requirements and overall governance
• Developed Tableau Metering Dashboard in Tableau to serve NRECA and NISC reporting analysis.
• Automate Data Analysis with Python to summarize legacy Sybase data and finalize deprecation.
• Developed company intranet solution on SharePoint Enterprise Architecture utilized for Content Management and KPI presentation.
• Implemented MS SQL Data Warehouse to support Reporting and Business Intelligence.
• Automated SharePoint Environment provisioning through Continuous Integration.
• Developed Business Intelligence Tools with QlikView Data Modeling and Reporting enhancements.
• Implemented System Development Lifecycle Control for Business Intelligence Tools with agnostic approach to development.
• Implemented Information Security tools for SIEM Tools, Enterprise Search and Vulnerability Assessment.
Responsibilities:
• Implement and manage SharePoint sites as official system of record for all documentation of the project.
• Develop SharePoint solutions for business challenges such as knowledge management, document collaboration, budget analysis, internal audit, and intranet publishing.
• Assist in the creation of a budget management and tracking system for internal employees and external vendors.
• Assist in the creation of a budget management and tracking system for internal employees and external vendors.
• Create and manage of Statements of Work and Contracts related to resource management and fulfillment.
• Lead the technology team thru all work streams related to development, testing (Systems testing and UAT), and Non-functional Requirements testing (Performance, Security, Disaster Recovery, Backups etc).
********@*******.***
Linkedin Profile
• Implement best practices to utilize Agile methodology to deliver strategic initiative critical to Loan Delivery and Business Rules processing.
Federal Home Loan Mortgage Co. 2004 - 2011
Collaboration Strategy Architect leveraged relationships with Business Partners, Information Security and Infrastructure Operations providing efficient, effective results using the latest technology. Establish and maintain Sarbanes-Oxley compliance by identifying key controls, engineering and documenting workflow process, risk identification, segregation of duties reorganization, compliance reporting, and creating efficiencies for these complex procedures. Developed integrated short and long-term strategies for Collaboration, Unified Communications and Client Computing; that includes the infrastructure, application, and service offering aspects and develop multi-year roadmaps that represented these strategies. Developed disaster recovery and business continuity planning for all the collaboration infrastructure.
Collaboration Engineering Manager supported the Mortgage Finance Industry though managing the Collaboration Infrastructure Engineering Team Infrastructure, budgeting, staffing, licensing, and reporting.
Sr. Telecom/Network Engineer provided solution architecture to various application development teams on key initiatives using IBM Social Collaboration products. Monitor and Report on messaging infrastructure. Manage Federal Housing Finance Agency data loss protection requirements using TLS, PGP, Cisco Register Envelope Solution, and Symantec Vontu. Automated and upgraded AIX Engenius, Inc 2002 – 2004
Client - U.S. Geological Survey
Sr. Systems Administrator supported the science through IBM Social Collaboration products. Administering directory services; developed infrastructure automation solutions using integrated Java agents in Domino, QuickPlace Content Management, and Windows rapid deployment. Provided top Level Customer Support for all collaboration infrastructure. Deployed and implemented INTEL and Sun Corp. platform technologies. Managed capacity planning, mail journaling archive and NAS storage solutions.
StarPoint Solutions, Inc. 2001 – 2002
Client - Federal Reserve Bank of Philadelphia
Sr. Systems Programmer supported The Bank through the Groupware Leadership Center and supported the Federal Reserve Information Technology Standards. Worked with a team of twenty, accomplished migrating 14,000 Microsoft Mail users and 4000 Novell Groupwise users to IBM Lotus Notes/Domino; supporting all employees; implement Microsoft Windows 2000 Integrated Active Directory; design interfaces for monitoring at the Federal Reserve’s Operation Center; document procedures and standards; and host presentations on collaboration features to large audiences which included most participants in the Federal Reserve Information Technology shared consortium. The Hartford 1999 – 2001
System Engineer supported all facets of Administration and Development using IBM Social Collaboration Products, Microsoft Client and Server Operating Systems, and Novell Netware, Messaging, Business Workflow Support and Development. Accomplishments included development of Software Licensing Management System; complete telecom maintenance; POC of Siebel Systems Client Management System utilizing Oracle 8i and Solaris 7; saving $2MM by developing a Customer Relation Management ********@*******.***
Linkedin Profile
Tool using Lotus/Domino; implement and support of Business Intelligence through IBM COGNOS and Oracle Database Management System; implement Siemens PBX and Unified Messaging, Interactive Voice Recognition, and Voice-Over-IP solution. Provided complete contiguous level of support for all levels of technology in the organization
TPI Inc. 1998 –1999
Client - NCR
Lead Systems Engineer Supported Government Solutions and Telecom Industry Initiatives through engineering and implementing systemic changes to retail and auditing technologies. Managed IOS and memory upgrades to Bay Network, CISCO, and Nortel Switches and Routers onsite at client locations Client – MCI Communications
Project Manager coordinated a data remediation effort for MCI Communications, by customizing data Tables in Asset Management Database. Our team built a new SQL Schema to eliminate large portions of erroneous and redundant data. Developed a Visual Basic interface to allow Data Entry Personnel to efficiently input asset information, while working in the field to catalog and audit Wide Area Network technologies
Client – U.S. Postal Service
Systems Analyst supported the implementation of the U.S. Postal Service P.O.S. One System in 26,000 client sites. Trained and supported US Postal Clerks during implementation day. Provided overnight installation services of the wide area network using CISCO equipment, NCR servers, and new touch screen point of sale equipment.
Education
Drexel University - College of Evening and Professional Studies – Information Systems Penn State University – College of Biology
Professional Training
• Mastering Microsoft Power
BI
• Microsoft Data Warehouse
Toolkit
• SharePoint Workflow
• SharePoint Administration
• SharePoint Development
• Qlikview Development
• Qlikview Administration
• Lotus Domino Administration
• Lotus Domino Development
• Solaris Administration
• Windows NT 4.0 Servers
• Programming in HTML5 with
JavaScript and CSS3
• Programming in C#
• Developing ASP.NET 4.5 MVC
Web Applications
• Developing Microsoft
SharePoint Server 2013
Core Solutions
• Developing Microsoft
SharePoint Server 2013
Advanced Solutions
• Cisco Routing
• Oracle DB Administration
• Visual Basic
• Microsoft Powershell
• Windows 2008 Server
Certifications
• Certified Lotus Professional (CLP)
• Microsoft Certified Professional (MCP)
Contact this candidate