Peningo Systems, Inc.
Specialist in the integration of client-server data warehousing technology for accounting and financial management systems in the financial services industry. Incorporates subject matter expertise, project experience, advanced technical abilities, and superior communication skills to create G/L’s and data warehouse systems.
Financial Services Industry - Proven track record of accomplishments for clientele in the investment banking, banking and insurance industries. Knowledgeable in fixed income, equities, derivatives and investment banking.
Accounting Process - Installed positive change in financial management processes in the areas of; accounting, budgeting, allocations, risk management, tax, multi currency, GAAP and statutory reporting needs. Operations experience includes exposure to trade processing, clearance and settlements.
Technology - Implemented client-server database technology solutions in the areas of General Ledger ERP Systems and Data Warehousing to produce customer, product and organizational profitability analytical systems. Highly skilled in data modeling, extraction and transformation processing, reporting and analysis.
Project Management - Experienced with all phases of the Ascendant methodology. Responsible for project billing, client relationships, business development project phase and task management, project estimation and post implementation quality review. Assisted clients in the analysis, design, construction, implementation phases. Utilized Ascendant Project Management and Data Warehousing Methodologies to assure the project completion on time and under budget.
2/1983 New York University, Finance and Accounting, M.B.A.
5/1979 Boston University, School of Management, B.S. B.A
ACE INSURANCE CONSULTANT 6/2002 to Present
Provided assistance to the financial systems division on the integration of an operational data store and data marts to fulfill the financial reporting needs of this insurance client. Provided for Statutory and GAAP Reporting through the creation of 14 Essbase OLAP cubes. MS SQL Server 2000, data transformation services, Oracle, Informatica and Brio reporting were utilized to provide a solution to their data storage and analytical needs. PeopleSoft EPM drill thru to relational detail.
PRICEWATERHOUSECOOPERS PRINCIPAL CONSULTANT 3/1997 to 2/2002
Responsible as a Principal of the Financial Management Solutions Data Warehousing Practice for external client billable project work, including project management, project sizing estimation, and project quality reviews. Internal responsibilities included solution set development, business development, vendor relationships, staff recruiting and hands-on development.
Financial Data Warehousing - Performed business analysis and design for the Data Warehousing needs of client companies. Modeled data marts utilizing the Star Schema Technique. Constructed data extraction and transformation procedures to obtain operational data from RDbMS data stores. Analyzed performance measures to fit the reporting needs of the company. Created data mart cubes in many OLAP Engines to permit multi-dimensional cross-sectioning and drill down analysis. Reviewed technical and data architecture for capacity and performance considerations. Implemented G/L’s and accounting engines to assure synchronization of source systems, financials and reporting. Liased with Cognos to jointly go to market with demonstration solution sets. Deployed PowerPlay Cube and Visualizer Dashboard demonstrations for addressing Procurement Data Mart analytical needs. Web based deployment enabled Internet based demonstrations.
Societe Generale USA Project Manager
Assisted the client in the creation of a General Ledger integrated with the firm’s Data Warehouse via the Kimball methodology. Proved the concept of an innovative Accounting Engine method in Informatica for applying the accounting rules to business events in the Data Warehouse and posting to the G/L. Assisted in the implementation of a PeopleSoft G/L. Re-designed the Chart of Accounts (COA) into a new ‘thin G/L’ chart of accounts, complete with mapping to two old charts of accounts.
Bank of Tokyo Mitsubishi - Team Leader
Team Lead of a staff of four Business Analysts in the collection of data requirements, including collateral and complex financial instruments (derivatives, options, securities, repo, resale, etc.). Designed and created new reporting in Business Objects. Mapped extraction and transformation routines to source system data written in ETI* Extract. Designed an Oracle G/L Accounting Translation module in IBM’s MQSI Enterprise Applications Infrastructure ‘Middleware’.
Prudential Insurance - Team Leader
Project Manager of a staff of four in the development of client-server Data Warehousing Technologies for the Financial Division. The Financial Data Warehouse provided analytical capabilities into the GEAC General Ledger data in the areas of P&L, Balance Sheet Consolidations, Investment in Subsidiaries, Statutory Reporting and GAAP. Utilized ABC (Activity Based Costing) to compute Product Profitability. Essbase, Sybase System 11.
PNC Bank - Team Lead
Served as lead of the Technology Team. Designed and tested the implementation a technical infrastructure necessary to support Investment Banking Tier II business. Assisted the client in the technical design in Erwin of a Data Warehouse to serve the Market and Credit Risk Measurement and Compliance Reporting requirements.
CS FIRST BOSTON - VICE PRESIDENT 3/1993 to 3/1997
Directed a staff of eight in the development of PC, client-server and mainframe systems for the Financial Division. Created a global financial database, which received feeds from many overseas general ledgers and reported monthly financial results. Consolidated global budget data for use by the Global Operating Committee in the budget approval and review process. Automated journalization processes into the Computer Associates General Ledger in the areas of Balance Sheet Consolidations and GAAP Eliminations. Analyzed trading inventory for regulatory reporting to the SEC, NASD and NYSE. Produced an allocations system that utilized statistical feeds to fully cost P&L for Product Profitability measurement.
Independent Consulting Experience: 2/1983 to 3/1993
JP Morgan - Developed a trader's workstation system for performing research into Emerging Markets Equities. Received and stored market information including; stock prices, currency spot rates and corporate financial statements from local exchanges and Reuters.
Dreyfus - Created multi-user applications for the Group Retirement Plans Division. The applications served the reporting needs for the administration of 401(k), 403(b)(7) and other tax-free investment plans.
Morgan Stanley - Served as a consultant to the Board of Managing Directors on topics of Human Resources management concern. Constructed Year-End Bonus, International Compensation, Insider Trading, and Executive Incentive decision making systems.
RDBMs: Oracle 8i, PL SQL, Sybase, MS SQL Server 2000, Transact SQL, Erwin, Designer 2000
Extraction & Transform: Informatica, ETI* Extract
OLAP Software: Hyperion Essbase and Pillar, Oracle Explorer, Oracle Financial Analyzer, Business Objects, Brio, Crystal Reports, Cognos' Transformer, PowerPlay, Impromptu & Visualizer,
General Ledger: Oracle, PeopleSoft G/L & EPM, GEAC General Ledger, Computer Associates, Lawson
Operating Systems: Windows, Windows NT, MS/PC DOS, Novell, Unix, TCP/IP, FTP, autosys
PC Software: Java, Powerbuilder, Foxpro for Windows, Clipper, dBASE III+, MS Access, Lotus 1-2-3, Excel