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Smith Joseph

20155 29th Street, Darien FY 57201

Phone: 409-811-2511

E-mail: smith_joseph@gmail.com

TOOLS

Data Modeling: ERWin, Visio

ETL: Data Integrator, Informatica

Reporting: Business Objects, Cognos, Corvu, Crystal Reports, MS Access

Databases: Oracle, SQL-Server, Teradata, DB2, Progress, MS Access, Paradox, 4D (Mac)

Project Management: MS Project, Rational Requisite Pro

Languages: VB, VBA, PL-SQL

Misc: MS Office, Toad, Sharepoint, Quickplace, Nexus

BANK OF AMERICA, 210 N. Tryon Street, Charlotte, NC 28255

 Jun 2010- Present
Senior Business Analyst

       BA on three projects defining the business requirements, developing the high level design, writing test plans. Teams included business users, change managers, database architects and modelers, other senior business analysts and lead developers.

HOME SERVICE USA, 5301 Blue Lagoon Drive, Suite 400, Miami, FL 33126
Feb 2010- May 2010
Senior Business Analyst

       BA on a series of projects replacing Excel/Access manual solutions.  Projects include customer retention analysis and repair management information.  Solutions developed in Corvu with a Progress database backend.

       Ongoing analysis of daily reconciliations with utility clients and ad hoc requests for information from various departments.

       Extensive documentation including project plans, requirements, functional specs, and design documents for dashboards, drill through reports, and graphs.

ASSURANT, 11222 Quail Roost Drive, Miami, FL 33157
Apr 2008 - Sep 2009
Senior Business Analyst

BA on a series of projects replacing a legacy system.  Projects included credit card retention analysis and call center analysis

Project tasks included requirements gathering, business rule derivation and documentation, report analysis, source system and data analysis, conceptual modeling, process flow charting, source to target mapping, design review, functional and tech spec review, ongoing liason with client, daily meetings with development team, creation of test strategy and test cases, and ensuring adherence to the methodology with full documentation and traceability between deliverables from the multiple phases

Platform: Oracle, Cognos

Received a Platinum award June 2009 for excellence in execution and delivery of the first of the legacy replacement projects

Managed project of creating a new data warehouse methodology for the BI group, with redefined processes, roles, and document templates. 

Participated in management recommended 14 week project management training class

YRCW WORLDWIDE, 8550 W Bryn Mawr Ave # 700, Chicago, IL 60631
Dec 2006 – Dec 2007
Senior Business Analyst

BA for creation of a new data warehouse and Business Objects front-end reporting tool for the HR department.  Projects involved extensive security and documentation.

Worked on project with cross-functional team from multiple newly merged companies(Yellow, Roadway, USF)  to update the YRCW Data warehouse methodology, including analysis and selection of templates for deliverables for each phase of the development cycle.

Worked with Informatica lead to develop ETL reporting using the Informatica repository metadata tables.

Lead BA on 2 of the 5 subject areas of the new enterprise data warehouse, working in conjunction with an outside team from Teradata.
Developed functional specs for the Customer piece of the new enterprise database resulting from the merger of Yellow, Roadway and US Freightways.

Extensive data analysis using SQL and advanced analytical functions in Oracle, DB2 and Teradata source systems.

Managed an assistant BA.

FAIR ISAAC CORPORATION, 20 W. Kinzie Street, Suite 1500, Chicago, IL 60610

Dec  2005 – Dec 2006

Solution Integration Lead for the following clients:

ROYAL BANK OF CANADA

Developed technical specs for Business Objects reports for a campaign management system.

CDW

Business analyst at a major computer products company developing business information requirements and gap analysis for a new a Marketing Relationship Management data warehouse.  Wrote requirements for two datamarts, a campaign management system, and for the preliminary set of reports with traceability to the SOW and the subsequent design documents.

ORBITZ

Business analyst for project developing the functional requirements documentation for financial analysis reports on all programs within all business units of a major online travel company.  Built an Access application mapping the requirements to the overlapping data attributes and SQL statements.

NOVARTIS

On site at a major pharmaceutical company in New Jersey gathering business information requirements and doing conceptual and logical data modeling for a healthcare professional Relationship Management solution.  Extensive use of ERWin and Visio. Created a gap analysis tool using MS Access. Produced extensive documentation including formal Business Requirements and Gap Analysis, and multiple versions of conceptual and logical models

SOLOCUP, 1700 Old Deerfield Road, Highland Park, IL 60035

 Feb 2004 – Dec 2005

Lead Developer, Data Warehouse Group

Business Analyst with the Data Warehouse group to assist in building a Consolidated Sales and Marketing Reporting system. Functions included extensive business interviews and analysis, development of business rules, source system analysis and data discovery and analysis.

In conjunction with the Marketing department, implemented processes to facilitate the SKU rationalization process involving multiple product lines and four separate IT infrastructures, following the company's purchase of a competitor conglomerate.

SYSMEX  (DIAGNOSTICS SYSTEMS MANUFACTURER) – February 2003 –December 2003

Business analyst and application designer for a complex compensation program that handles several classes of sales managers and representatives, multiple pay rates for different incentive hurdles, and various eligibility requirements. In addition to calculating monthly compensation, the application includes analytical tools for modeling alternative rate scenarios.

KEMPER INSURANCE – August 1999 – December 1999 & June 2000 - January 2003

Designed, implemented, tested and documented multiple insurance applications over the course of two years.  Process for all applications included extensive business interviews and requirements gathering, design, testing and final documentation.

an application for 3 departments to manage and evaluate their reinsurance assignments

an application to create and track invoices to brokers and reinsurers on multi-brokered contracts

a database tracking facultative reinsurance recoverables

a Schedule F reporting database for $1 billion ceded insurance

a system to perform all the rating quoting, policy issuance, billing and reporting for Property, Liability and Excess insurance programs

a system to prepare quarterly statutory reports for the reinsurance industry

AMERICAN EQUINE INSURANCE GROUP – January 2000 – May 2000

Designed a system to perform all the rating quoting, policy issuance, billing and reporting for Property, Liability and Excess insurance programs.  System replaces current SAS system and innumerable manual procedures.

QUEST INTERNATIONAL (CHEMICALS) – February 1999 – May 1999

Designed a sales reporting application for use by multiple corporate divisions including Business Units, the Commercial Group, and the external Sales force. In several return engagements, added additional reporting functionality, designed a new system to track pricing quotations to customers, and created a second reporting application for Operations and the plant managers.  Projects involved ongoing business interviews with all division Vice Presidents.

EDUCATION

NORTHWESTERN UNIVERSITY

Computer science courses: C Programming, telecommunications, LAN networks and database structures and design.  2 semesters of Accounting.

PRINCETON UNIVERSITY

Bachelor of Arts in Comparative Literature

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