Systems Analyst, IT Application Development / Enterprise Data Warehouse‎

Private National Mortgage Acceptance Company (PennyMac)

March 2014 – Present

·   Trained & lead the efforts of offshore developers for support & maintenance of new and legacy ETL processes for  Servicing, Capital Markets, Correspondent Group & Treasury

·   Created prototype ETL components to validate customer requirements and facilitate design sessions with developers

·   Debugged and enhanced legacy Pentaho Jobs & Transformations, SSIS Packages, C# Scripts & SQL Objects

·   Established development standards for offshore development team

·   Conducted functional, regression & performance testing

·   Refactored SQL scripts to conform to object oriented best practices

·   Create & validate code movement scripts, deployment scripts & production validation scripts

·   Various ad-hoc project management requests

Systems Analyst, IT ERP & Control Systems / Business Systems Development

Guitar Center, Inc. (Corporate)

April 2013 – March 2014

·   Maintained & enhanced ERP application supporting +2,500 concurrent users across the enterprise from corporate offices in Westlake Village California, contact center in Salt Lake City Utah, distribution centers in Indianapolis Indiana and Kansas City Missouri

·   Key point of contact for resolving issues & completed projects for internal customers across the enterprise including: Accounting, Treasury, Operations, EDW, EIS, POS, Contact & Distribution Centers

·   Independently partnered with the business to understand business requests & requirements for maintenance issues & enhancements critical financial systems, (sub-ledgers and general ledger)

·   Directed the efforts of onshore & offshore developers

·   Served as the primary functional/technical interface between inter-department business users & development teams onsite & offshore

·   Elicited requirements from internal & external customers for systems enhancements & bug fixes

·   Successfully meet monthly build deadlines for project releases & hot patches

·   Lead daily stand-up meetings with onsite & offshore developers

Business Analyst, Accounting / Financial Operations

Guitar Center, Inc. (Corporate)

March 2011 – April 2013

·   Innovator award for the year 2012 (awarded April 2013) for automating repetitive, manual & error prone processes

·   Reconciled $70+ million transactions per month in balance sheet accounts

·   Prepared & entered journal entries & completed month-end close cycle

·   Documented procedures for accurate reconciliations & efficient management of customer payment issues

·   Assisted business with creating test cases and validation of ERP bug fixes & enhancements in sub-ledger & general ledger

·   Scripted batch jobs for data conversions, data mapping, error handling and issue logs for financial systems

·   Provided support to development teams on/offshore, (located in India and China) in their coding & unit testing

·   Initiated development of semi-automated reconciliation software

·   Developed automated SOAP & SFTP processes for data extraction

·   Mapped & conformed data from dozens of internal and external sources

·   Successfully implemented balance sheet reconciliation application which increased financial controls & automated manual high touch point processes for $500+ million per month in transactions

Systems Analyst

Lions Futures Management, Inc.

May 2009 – March 2011

·   Identified, initiated & managed projects which created unique selling points for the firm

·   Prepared functional (FRDs) & technical requirement documents (TRDs)

·   Managed team of offshore developers located in Philippines & India

·   Developed automated internal processes & reduced operating costs

·   Deployed  databases and developed front end GUIs for institutional clients to update and retrieve data client data

·   Replaced third COTS change management & issue tracking software with SharePoint

·   Integrated high frequency trading applications into firm’s proprietary trading software using internal programs and 3^rd party APIs

·   Converted analytics & execution scripts from Pascal to C# for non-retail customers

·   Implemented ultra-low latency block-allocation add-on script for non-retail customers

Programmer Analyst

Lions Futures Management, Inc.

June 2007 – May 2009

·   Executed transfer to a new derivatives & equities trading software for the firm & its retail and institutional clients

·   Built new website for derivatives & equities  analytics and execution software

·   Developed & maintained XML file schemas to customize software layout

·   Lead software training sessions for employees, and retail and institutional clients

·   Identified, documented & coordinated trading software bug fixes & testing of new features

·   Migrated firm from Microsoft Mail Exchange Server to Google Apps Enterprise

·   Implemented & maintained cloud based customer relationship management (CRM) software

·   Transferred website from internal servers to cloud based scalable servers

·   Developed & deployed customer specific software installation, (.exe) files

·   Rebuilt existing website to function dynamically with a content management system (CMS)

·   Developed web based data communication system which coordinated  multiple internal & external  systems

Intern

UBS Wealth Management

January 2007 – June 2007

·   Worked closely with operations manager, gained understanding of back office operations & compliance for managed fixed income, equity & insurance products for retail customers

·   Worked with branch manager daily on financial advisor recruiting project

·   Implemented ideas to prospect for new financial advisors

·   Compiled & ranked production statistics for over a dozen financial advisors. Created power point presentations for monthly sales meetings

·   Created Excel templates and Access for office administrator & branch manager

Bachelor of Science Information Technology/Software - Western Governors University

Project Management (PMP) Certificate - University California Santa Barbara

Data Science Certificate - Johns Hopkins University (Coursera)

National Futures Association - NFA Arbitrator Training

National Futures Association - Security Futures Training

FINRA / NASD Series 65 - Uniform Investment Advisor Law

FINRA / NASD Series 63 - Uniform Securities Agent State Law

FINRA / NASD Series 31 - Futures Managed Funds Examination

FINRA / NASD Series 30 - Futures Branch Managers Examination

FINRA / NASD Series 3 - National Commodity Futures Examination