I am a highly versatile and seasoned professional with a foundation in Mathematics and Computer Science with 17+ years of experience in Information Technology and 7+ years in Project Management. Throughout my career I have been recognized for my exceptional leadership and management skills and have demonstrated success in multiple business endeavors across different industries. My effective communication and leadership skills enabled me to build businesses and manage teams working in a collaborative manner. I recently completed a 4-year contract managing the implementation of a multi-year, cross-functional Business Intelligence solution (OBIA) at a top Life and Health insurance company. I am currently working on my PMP certification. To use my extensive project management and business analysis skills along with my technical proficiency to help organizations implement software solutions.
Project Management (7+ yrs)
Business Systems Analysis (10+ yrs)
Data Warehouse, Business Intelligence
Oracle Business Intelligence Applications (OBIA) 184.108.40.206, 220.127.116.11.2
MS Office Suite (Word, Excel, Powerpoint, Project, Visio)
MS Visual Studio Team Services
Peoplesoft (nVision, PS Query)
Oracle Business Intelligence Enterprise Edition (OBIEE) - ODI, RPD Admin, Config Manager, BI Answers
Project Manager/Business AnalystFeb 2018 to Current Lumanas, Inc － Orlando, FloridaManaging the design and implementation of a community portal website
Project Manager / Lead Business Intelligence AnalystMar 2014 to Dec 2017 American Fidelity － Oklahoma City, Oklahoma
Planned and executed the implementation of OBIA Financials and Procurement modules
Developed and managed project scope
Identified tasks and resources necessary to create the project schedule
Secured and managed a project team that included both internal and external resources
Communicated project status, issues and risks, representing the PMO, to the Steering Committee through reporting, meetings and presentations
Set standards for project reporting and deliverables
Lead and participated in project team meetings
Facilitated requirements gathering sessions with client executives and key stakeholders to identify, analyze and document KPIs, business performance metrics and reporting requirements to support business objectives across multiple business areas
Produced a fit/gap analysis against the delivered dashboards and analyses for OBIA Procurement Spend and Financial Analytics modules.
Developed functional design specifications for customizations to ETL and Data Warehouse to support multi-segment group accounts, a ready to publish data function and automated sign reversal within OBIA
Identified and analyzed sources of data to support reporting requirements
Served as liaison between functional and technical resources to coordinate the development and testing of new reporting systems, including producing end user documentation and delivering training
Established and modified data governance processes and documentation for managing changes to the source system (PeopleSoft Trees, Chartfield attributes and Testing procedures)
AD-HOC BI Reporting and Dashboard development Designed and developed visual dashboards and analyses using OBIEE suite of tools (BI Answers, RPD, ODI) Built 13 Dashboards and over 40 analyses for GL, AP and Procurement and Spend Data Quality Assurance Created PSnVision reports and queries for data validation of the dashboards and analyses Created test scripts, scenarios and user acceptance testing templates Administered the RPD making modifications as required Debugged ETL code to resolve data issues discovered during validation Worked with users to resolve data issues related to business processes Upgrade Implementation Completed two upgrades from OBIA 9.6.4 to 18.104.22.168.1 and from 22.214.171.124.1 to 126.96.36.199.2 Provided project management on the first upgrade and functional analysis and testing on the second upgrade Assessed data storage requirements for the data warehouse in DEV, QUAL and PROD environments producing a recommendation to executive management Configured OBIA using BI Configuration Manager and Functional Setup Manager Tools Provided input on coordination of testing during simultaneous upgrades of OBIA and PeopleSoft PeopleSoft Functional Analysis and Reporting Development Conducted sessions with the business users to gather reporting requirements for AFA and the Cameron Family office finance areas Analyzed the source system data and account structures to develop new and modify existing hierarchies (trees) to support the reporting requirements Designed and developed 50+ PSnVision reports for GAAP and Statutory financials, Procurement and Cameron Family Office financials.
Developed numerous PS Queries for GL, AP and Procurement modules.
President, General Contractor, Project ManagerMay 2006 to Feb 2014 Ambrose Property Development － Orlando, FL
Ambrose Property Development was part of the HomeVestor's franchise and focused on buying, renovating and reselling homes in the Orlando and surrounding area.
As the president and founder, I was responsible for all aspects of the business including hiring office staff and building a property acquisition team, creating marketing plans for the acquisition and sales of properties, negotiating all purchases and sales of properties, establishing project plans and budgets for each individual property, securing sub-contractor resources to complete renovations, managing all renovation projects, and establishing relationships with local real estate investors for wholesaling excess inventory.
I eventually sold the real estate investment business to a third party.
After the sale of Ambrose Property Development, I took on the role of general contractor and project manager on a multi-year construction project for a property in Orlando.
In this role I was responsible for managing and coordinating all aspects of the project including the architects, engineers, trades and working with the City of Orlando for permitting, zoning and variance applications.
Accomplishments: Created and executed the strategic and tactical plans for the acquisition and sale of residential properties in the Greater Orlando Area Recruited, hired and trained a team to support the execution of the plans, resulting in the purchase and sale of over 50 homes Sourced sub-contractor resources for renovation projects and managed all aspects of property renovation Marketed and negotiated the sale of the Real Estate Investment business to a third party Acted as General Contractor for the construction of a residential property, managing all relationship with multiple trades, permits, planning and zoning, architectural designs, engineering specifications and interior designers.
Owner / PresidentJan 1999 to Oct 2005 DirectBuy of Toronto NorthWest － Brampton, Ontario
DirectBuy of Toronto Northwest was an independently owned business within the DirectBuy franchisee network.
DirectBuy provides members with the ability to purchase a wide variety of products directly from the manufacturer at significantly reduced prices.
After extensive research into the business model and potential, I applied for and was awarded the franchise rights for northwest Toronto and built the business into one of the top performers in the Canadian market before selling it to a partner when I relocated to the United States.
Accomplishments: Created business plan and coordinated financing for purchase of franchise rights for northwest Toronto region.
Project manager for the build out of 9,000 square feet of showroom and office space, including researching optimal geographic location, negotiating lease agreement, designing interior space and oversight of construction Designed hiring and training programs for all sales, service and administrative staff and personally interviewed and approved all hires Grew business to approximately 25 employees with over 2400 members, annual merchandises sales of over $5,000,000 and membership revenues of over $1.75 million Negotiated sale of franchise.
Co-Owner / PresidentJul 1995 to Oct 1998 Ambrose Consulting － Toronto, Ontario
Ambrose Consulting was an international ERP and Data Warehousing implementation firm with offices in Canada, United States, Europe and Latin America.
I was responsible for the Data Architecture and Data Warehousing practice as well as all the back-office operations in support of the business.
Ambrose Consulting was acquired by KPMG Consulting in 1998 and in addition to leading the negotiations on terms and conditions, I was responsible for the integration of our operations and employees into the Canadian arm of KPMG Consulting.
Accomplishments: Created Data Warehousing integration methodology for PeopleSoft implementation practice Responsible for interviewing, hiring and managing all employees in the Data Architecture and Data Warehousing practice Project Manager and Solution Architect for integration of analytical reporting solutions for PeopleSoft projects at Ambrose Consulting clients, including Sears Canada and Canadian Tire Helped grow business to over 30 employees in 4 geographic areas (Canada, United States, Central America and Europe) and sales in excess of $4,000,000 annually Negotiated sale of Ambrose Consulting to KPMG Consulting Responsible for the integration of our Canadian employees and operations into the Toronto office of KPMG Consulting.
ManagerJul 1991 to Jun 1995 Kraft General Foods Canada － Toronto, Ontario
Data Architecture & Administration Kraft General Foods Canada Inc.
now Kraft Canada Inc.) is a subsidiary of the Kraft Heinz company and produces and markets foods and beverages in Canada.
I was responsible for the Data Architecture and Administration Department which was tasked with developing and implementing the Information Resource Management strategy across all development and implementation projects.
Accomplishments: Managed a team of data and database analysts Developed and implemented the Information Resource Management strategy within Kraft Canada Championed the use of IRM concepts within all software development and implementation projects, including coordination with efforts driven through US Operations Managed team of Business Intelligence analysts, including responsibility for mentoring team members to ensure we developed the capabilities to support the IRM strategic goals Budget responsibility for Data Architecture and Administration department Responsible for QA of Data Design for all software development/implementation projects, including software selection process for CRM solution Facilitated data gathering and analysis sessions with users.
Senior Data Architect Senior Programmer AnalystJul 1988 to Jun 1991 Canadian Tire Corporation － Toronto, Ontario
Canadian Tire Corporation is one of Canada's largest retailers and provides a range of products and services through a portfolio of retail banners, including general merchandise, automotive parts and petroleum sales.
I was responsible for the data analysis and design for multiple internal projects and worked with an external consulting organization to introduce the concepts of Information Resource Management to the company.
Accomplishments: Lead data analysis and requirements gathering sessions to develop data models for several projects including an automotive information management system Worked with Database Analysts to transform data models into database structures Worked with consultants to implement an IRM strategy within the Petroleum and Retail divisions Developed and modified software to support Petroleum division applications based on the AS400 using RPGIII.
Senior Programmer AnalystJul 1987 to Jun 1988 Canadian Freightways － Calgary, Alberta
Canadian Freightways provides transportation solutions to customers in Western Canada and North America.
I was responsible for maintaining and enhancing a number of their operational systems Maintained and enhanced existing financial management and transportation systems using RPGIII.
Met with users to determine requirements.
Developed and maintained user documentation.
Programmer AnalystJul 1986 to Jun 1987 Allen Bradley － Cambridge, Ontario
Allen Bradley manufactures industrial controls, programmable logic controllers and other automation products I was responsible for maintaining and enhancing a number of their operational systems Maintained and enhanced existing sales and financial management systems using RPGIII.
Met with users to determine requirements.
Developed and maintained user documentation.
Education and Training
Bachelor of Mathematics, Computer Science05/1986University of Waterloo － Waterloo, ONComputer Science
Activities and Honors
Application has been accepted by PMI and I am preparing to write the exam
Business Analyst, Business Intelligence, business plan, business processes, Business Systems Analysis, Config, data analysis, Data Modelling, data validation, data warehouse, Data Warehousing, Financial Management, financial reporting requirements, mentoring, Oracle, PeopleSoft, permitting, Procurement, renovation, renovations, sales, software development, user documentation, training programs, validation, MS Visual Studio
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Companies Worked For:
Ambrose Property Development
DirectBuy of Toronto NorthWest
Kraft General Foods Canada
Canadian Tire Corporation
University of Waterloo
Job Titles Held:
Project Manager/Business Analyst
Project Manager / Lead Business Intelligence Analyst
President, General Contractor, Project Manager
Owner / President
Co-Owner / President
Senior Data Architect Senior Programmer Analyst
Senior Programmer Analyst
Bachelor of Mathematics , Computer Science 05/1986
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