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Slide 1: LENNY FINKEL Marlboro, N.J 07746  (732) 598-2703 Lenny.Finkel@Gmail.com SUMMARY Highly motivated Business Intelligence Professional using SQL Server 2005/2008 and Microsoft Technologies. Experience manipulating various data sources to support Senior Management decisions. Over 13 years of experience in the IT industry as a Sr. Systems/Data Analyst, Developer and Team Leader. Demonstrated leadership abilities and team work skills as well as the ability to accomplish tasks under minimal direction and supervision. Profile: http://www.linkedin.com/in/lfinkelnjnet TECHNICAL SKILLS Microsoft Technologies: SQL Server 2005/2008 Integration Services, SQL Server 2005/2008 Analysis Services, SQL Server 2005/2008 Reporting Services, Microsoft Office SharePoint Server 2007, Microsoft Performance Point Server, Microsoft Visio. Databases: MS SQL Server 2005 / 2008, DB2, UDB Query Languages: T-SQL, MDX, VB.NET scripting Software: Visual Studio .NET 2005, Server Business Intelligence Development Studio, SHOWCASE STRATEGY, SUNGARD, INVESTONE, LOANET, PLATINUM, SWIFT, OMEGAMON, MERVA, FTP, EXCEL, OFFICE 2000, MS PROJECT, VISIO, HTML, XML, JAVASCRIPT, WINDOWS 98/2000/XP. PROFESSIONAL EXPERIENCE FULL-TIME EMPLOYEE Scholastic, Inc. NY, NY 10/09 - present Lead Business Intelligence Developer / Analyst of Operational Reporting Currently involved in for the following key areas and responsibilities of the business unit: • Develop, Test and Maintain all operational reports and scorecards. • Create Operational Data Stores (ODS) for downstream Data Mart and Warehouse. Design and develop various financial reports, sales, inventory, forecasting and metrics. • Administration & upgrades to departmental data repositories on SQL Server • Development, distribution and scheduling of operational reports and scorecards. Train end-users on data usage and reports functionality, UAT; mentor new employees and interns on operational data needs. • Monitor and troubleshoot any scheduled operational reports. SetFocus, LLC. Marlboro, NJ Business Intelligence Master’s Program 06/09 – 08/09
Slide 2: • • • • • • • • Implemented a Labor Analysis Business Intelligence solution for a national construction company. Existing data from diverse data sources were consolidated into a uniform SQL Server 2005 database. ETL capabilities of SQL Server Integration Services were used to define imports of the data, build scheduling packages, to define integration flow, log data error exceptions and orphaned data and to define Database Maintenance Plans and send emails. Created cubes, dimensions and business critical KPIs using SQL Server Analysis Services representing aggregations in several different ways - hierarchically and using custom groupings that the company will use to analyze performance. Created several MDX queries according to business requirements. Developed detail and summary reports including line and pie charts, trend analysis reports and sub-reports according to business requirements using SQL Server Reporting Services. Implemented business intelligence dashboards using MOSS 2007 Report Center and Excel Services producing different summary results based on user view and role membership. Created score cards with executive summary dashboards using MS Office Performance Point Server 2007 Dashboard Designer that display performance monitoring measures for sales, sales trends, and book return rates for a fictitious book publisher deriving data from a SQL Server 2005 OLAP data source and deployed them to SharePoint sites. Built dashboards with drill-down capabilities to view product sales by category and customer, through summary reports and sales trend charts. Created score cards with advanced set of dashboards using MS Office Performance Point Server 2007 Dashboard Designer that feature executive summary measures for revenue, overhead costs, material purchases, labor and profitability trends for a fictitious construction company extracting data from a SQL Server 2005 OLAP data source and deployed them to SharePoint sites. The dashboards contain multiple pages to view performance by employee, region, and quarter. It enables the endusers to make filter selections. Key product areas utilized also include data modeling, SSRS report subscriptions and data driven subscriptions, SSAS analysis services processing tasks, cube processing options and roles Consultant 2004 – 2009 UBS Securities Weehawken, NJ 10/08 – 03/09 • Involved in a firm-wide effort to build the global Client Position system (CPos). • Provided the new system with Cost Price, Realized and Unrealized Tax Lot summary data, for the creation of Position Balance repository as well as supporting Portfolio Management System (PMIS). • Designed and built the interface between PMIS and Client Position system • Provided estimates, and coordinated during project scoping and planning • Created Data Mapping of host data sources and CPOS repository • Wrote functional and technical specifications Oppenheimer & Co. New York, NY 03/08 – 10/08 • Participated in Multi-Currency project, that involves Trading and Statements related Swift messages for both, foreign and domestic trades. • Involved in all phases of the systems-wide effort, including Systems, Data and Business analysis • Designed and built Settlement Instructions repository and applications design • Translate business requirements into functional requirements
Slide 3: • Analyzed issues with statements and confirms Brown Brothers Harriman Jersey City, NJ 09/07 – 03/08 • Involved in the Goldbrick project of the Messaging Infrastructure Systems group. The system primarily handles the routing of SWIFT financial messages from all applications within the bank. A complex network of components, such as: Merva, Swift Alliance Gateway, XGEN and WBI-FN are utilized in controlling Interbank communications. • Monitored OFAC (Anti-Money Laundering) messaging activity • Elucidated functional requirements into technical requirements • Produced schedules; performed integrated/QA testing, and trial activities Citigroup Jersey City, NJ 02/07 – 09/07 • Fund Accounting system receives trade activity and recordkeeping transactions from external clients, formats the data and processes on the SunGard/InvestOne accounting system. Subsequently, the application produces client reporting, such as: Daily NAV changes, Gain/Loss, Cash Flow Analysis, Trade Status, Reconciliation and periodic client Statements. • Translated business requirements to functional requirements • Developed technical specifications and designed functional flow • Created test cases for integrating testing Education Testing Services (ETS) Princeton, NJ 04/06 - 01/07 • Engaged in the development of a high profile, multi-platform system, that provides various nationwide entities with the ability to administer a multitude of structured examinations. • Designed applications and databases, conducted systems gap analysis, and project/ estimates • Translated business requirements to functional requirements • Created technical specifications and developed system guideline standards The Bank of New York New York, NY 10/04 – 03/06 • Participated in the development of a sophisticated and robust system, that allows broker/dealer services to automatically borrow securities for Hedge Funds clients. This system is designed for high-volume trading and is one of the most efficient systems in the Securities Lending division. • Performed business and system analysis, feasibility studies, and project/task estimates • Designed applications, set up test and QA environments, and production job scheduling • Developed and designed mark-to-market and daily lending activity reports • Coordinated unit, integrated and system testing; user acceptance testing UBS Securities Weehawken, NJ 04/04 – 09/04 • Engaged in the design and development of the Margin Interest Billing system. The system rebuilds historic client data, recalculates and reimburses clients overcharged margin interest. • Provided technical team leadership, and system and database designs • Responsible for business, financial analysis, and systems analysis • Translated business requirements to functional requirements FULL-TIME EMPLOYEE Prudential Financial New York, NY 04/99 – 02/04 • Involved in the design, development, and support of the Automatic Investment Plan and Systematic Withdrawal Plan systems. These systems are designed to function in both, Mainframe and Client/Server environments. The systems grant financial advisers and sales associates the ability to execute Mutual Funds trade orders on periodic basis on behalf of their 401K, IRA, DC and other retirement account holders. • Developed applications, database designs, and systems analysis
Slide 4: • • • Coordinated resources, created functional specifications, and provided user support Created new external interfaces and coded online functions Set up QA and testing environment, production batch scheduling Citibank New York, NY 09/97 – 04/99 • Participated in the enhancements of the Income Audit and Stock and Bond Systems. These applications are key systems of the Securities Custody Unit. • Coded batch, online programs and reporting modules for the Investment unit • Facilitated testing of end-to-end batch streams • Designed databases and converted key-sequenced and flat files to DB2 tables EDUCATION PACE UNIVERSITY, NYC Computer Science and Business Administration CHIRON BUSINESS INSTITUTE, NJ Business Analysis MICROSOFT CERTIFICATE OF ACHIEVEMENT Business Intelligence development