Experience

Harvard Management Company

• Financial Services
• 1 - 100 Employee

• AVP, Application Development

  • Aug 2017 - Present

  ➢ Project manager, systems analyst, business analyst and sole developer in charge of design, development and maintenance of applications for the Trusts & Gifts group. Mentored a junior developer and assisted with career growth. ➢ Provide support for Investment, Tax, Accounting, Operations and Donor Relations professionals with tactical and strategic implementations of technology. ➢ Project manager and developer for the successful implementation of a custom-designed Customer Relationship Management system using Pivotal CRM that encompasses all of Harvard University's Donor Information records. This project combined the functionality of six legacy applications into one CRM product suite and led to marked productivity increases due to increased efficiencies and less manual processing.➢ Designed, developed and implemented tax processing software that allowed for the upload of tax data for over 900 charitable trusts to the IRS. This included database design, front-end design as well as the design of all reporting components. The architecture was designed to be fully scalable with little maintenance from an Information Technology perspective. Show less

• Sr. Application Developer

  • May 2010 - Jul 2017

  ➢ One of three developers in a Business Intelligence/Reporting function which supported the entire organization using primarily MS-SQL Server and Sybase databases and a variety of BI tools including WebFOCUS, Tableau and custom .NET/C# applications. ➢ Developer for a new Data Warehouse initiative in conjunction with the implementation of two new accounting systems. This involved the architecture of the warehouse as well as the creation of ETL processes to load data and the coding of stored procedures to create data optimized for reporting Show less



Fidelity Investments

• United States
• Financial Services
• 700 & Above Employee

• Principal Systems Analyst

  • Jan 2008 - Apr 2010

  ➢ Project manager and developer that lead the effort to convert an existing Crystal Reports batch reporting environment to an IBI/WebFOCUS ad hoc reporting and development infrastructure.➢ Directed the retirement of multiple iterations and formats of existing reports and the creation of a parameterized on-demand reporting environment. ➢ Worked with business users to ensure solutions were in place that enabled them to make rapid fire decisions based on trending and analysis.

• Sr. Manager Data Analysis & Reporting

  • Mar 2007 - Dec 2007

  ➢ Managed a team of five reporting application developers and led the conversion of legacy reporting tools to the new Oracle/Hyperion performance Suite 8.5 based infrastructure.➢ Responsible for the overall strategic business intelligence vision for the division, including design and implementation of tools to facilitate end user self-sufficiency. ➢ Architected and ensured the implementation of the initiative to retire all MS-Access/Visual Basic based reporting. Sponsored a division-wide effort to enable end-user self-sufficiency.➢ Responsible for the hiring and career growth of individuals within the team environment as well as setting of performance expectations and annual merit and bonus reviews with employees. Show less

• Sr. Software Engineer

  • May 2006 - Feb 2007

  ➢ Project manager and lead developer and administrator for implementation of Oracle/Hyperion Performance Suite 8.5 deployment. ➢ Led the effort to create both batch and ad hoc reporting environments through the use of the Hyperion suite of tools. ➢ Responsible for the training and education of a team of developers and end users in the use of desktop and web clients to facilitate reporting. ➢ Designer and developer of custom reporting applications through the use of JavaScript and dashboards to enable end users to perform both structured and unstructured querying against several relational data sources. Show less

• Lead Data Analyst

  • Jul 2005 - Apr 2006

  ➢ Project manager and lead developer and administrator for migration of existing Brio 6.6 implementation to Hyperion Performance Suite 8.3 deployment. ➢ Project manager and lead developer for Oracle Discoverer 11i Upgrade implementation and Oracle Discoverer Client Upgrade Analysis project. ➢ Responsible for all aspects of project management including resource management, team building, team consensus, budget management, developing project scope (budgets, timelines and delivery dates), customer relationships, continuous design improvements and conducting status meetings and customer reviews. Responsible for all design and implementation of Management Reporting initiatives. Show less

• Senior Software Engineer

  • Jul 2003 - Jun 2005

  ➢ Lead project consultant and developer for application design of Billing Central, Activity Based Costing and Corporate Affairs Reporting projects. ➢ Established an ongoing collaborative relationship with business partners to aid in the development and implementation of new products and processes that improve their efficiency and drive down their costs.

• Software Engineer

  • Mar 2001 - Jun 2003

  ➢ Designed and developed method of populating intranet financial reporting portal with dashboard style chart information. ➢ Automated solution was arrived at through the use of PERL and UNIX shell scripting combined with the capabilities of JavaScript in the Brio Intelligence client. ➢ Supported the installation of all aspects of a Brio business intelligence reporting solution including native database client drivers.

• Systems Analyst

  • Mar 1999 - Feb 2001

  ➢ System Administrator for Brio.Enterprise product components. ➢ Installed, configured and maintained Brio 6.2 Broadcast and On-Demand Servers. ➢ Designed custom applications using Brio.Enterprise for business units throughout the Institutional Brokerage Group. Involved in all phases of the product life cycle from requirements, design, and testing to implementation and support. Created ad hoc reports using CA-Easytrieve Plus on the IBM Mainframe.



BNY Mellon

• United States
• Financial Services
• 700 & Above Employee

• Business Systems Analyst

  • Jun 1995 - Feb 1999

  Lead programmer in a four-person team. Responsibilities included the production of ad hoc reports using CA-Easytrieve Plus, as well as coding, testing, debugging and support. Designed and maintained several Microsoft Access databases in support of the Institutional Trust Division’s Global Cash Control Unit within Mellon Bank. Lead programmer in a four-person team. Responsibilities included the production of ad hoc reports using CA-Easytrieve Plus, as well as coding, testing, debugging and support. Designed and maintained several Microsoft Access databases in support of the Institutional Trust Division’s Global Cash Control Unit within Mellon Bank.



Boston Safe Deposit and Tr Co

• United States
• Accounting

• Trust Analyst

  • Jun 1990 - May 1995

  Various operations-oriented positions within an international securities custody environment. Various operations-oriented positions within an international securities custody environment.