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Click here or scroll down to respond to this candidateCandidate's Name
Grain Valley, MO Street Address
PHONE NUMBER AVAILABLEEMAIL AVAILABLEBACKGROUND SUMMARYAction/results-oriented professional with extensive knowledge of financial services industry, practices and products. Management style characterized by effective leadership through personal and professional development of subordinates. Heavy emphasis on design, development and enhancement of strategic information systems, modernization of legacy systems, and effective consulting at all levels within financial services organizations.Over 35 years experience in positions of increasing responsibility including:- Systems Design, Development, Enhancement and Maintenance - System Conversions- Product Design, Development and Implementation - Team Building- Project Management - Fostering PartnershipsPROFESSIONAL EXPERIENCECGI, Hartford, CT 02/2021 Present (Remote)Lead Consultant / Business Systems AnalystAnalyzing current system flows and conversion roles. Reviewed and documented data structures and system functionality. This contract was completely remote (work from home).Key Achievements:Documented system faults and solutionsReviewed conversion activitiesData mapping from Client systems to Concentrix Core systemReviewed Data structures on source and target systemsReviewed product specifications for multiple admin systemsTrained technical staffTrained business analystsAnnuity System ConversionLife Insurance system ConversionQuality AssuranceUATINFOSYS / McCAMISH, Atlanta, GA 03/2020 12/2020 (Remote)Lead ConsultantAnalyzing current system flows and conversion roles. Reviewed and documented data structures and system functionality. This contract was completely remote (work from home).Key Achievements:Documented system faults and solutionsReviewed conversion activitiesData mapping from Clients to in-house systemsSuggested system processing flow modifications neededReviewed product specifications and implementation within the Infosys insurance administration systemT. PERKINS CONSULTING COMPANY, INC., Grain Valley, MO - 09/1986 12/2019PresidentSTATE OF HAWAII JUDICIARY, Oahu, HI 04/2019 09/2019 (Remote)SQL Server DBAAnalyzing servers used by the judiciary monitoring database usage and identifying server issue logs. Reporting on data usage and integrity. This contract was completely remote (work from home).Key Achievements:Monitored server usage and faultsSuggested upgrade to server softwareDocumented database activity and functionalityDocumenting processing changes on new hardware with original softwareMainframe system analysisAnalyzing IBM mainframe and AS400 computers. Determine what processes are being used. Documented system flows on these machines.Key Achievements:Documented processing jobs, programs and databases currently being usedProgram / Process level documentation (COBOL, CLIST)Documented database structuresBROADRIDGE FINANCIAL, Kansas City, MO 04/2017 04/2019Business Systems Analyst, Programmer AnalystLeading development of methods and processes to migrate hundreds of legacy financial products from mainframe to a new platform supporting multi-channel (digital and print) distribution.Key Achievements:Devised a strategy to reveal business logic buried within undocumented legacy applications.Documented processing flow determined from mining end-user dataDocumented user stories. Created Visio diagrams of system interfacesAssisted in conversion of existing legacy applications to the new platformCreated data mapping documents from original system to the new platformCreated reports for end-users denoting parallel processing flows between systemsRegression testing and data validation and balancingPerformed Q/A duties verifying conversion validityCreated new programs and workflows as well as documentationUsed COBOL, JCL, SYNCSORT, CICS, DB2, VBA, EXCEL, FTP, LinuxALSTOM, Grain Valley, MO 01/2017 04/2017Computer Systems TechRe-branding of entire company required a PC deployment. This entailed configuring new hardware and software for the entire company.Key Achievements:Created inventory of all sites and hardware delivery schedule.Configured new hardware and network configurationTrained users on new hardware and software delivered within this deploymentSet up new e-mail and internet protocolsBROADRIDGE FINANCIAL, Edgewood, NY 04/2015 12/2016Business Systems AnalystKey Achievements:Systems Business Analyst on in-house tax reporting system.Built processing matrix on trading transactions. This matrix was a pre-processor to determine how to classify each transaction for tax reporting.Produced all data mapping documents from in-house to new technology systemDirected developers on conversion effortsWorked developing testing scenarios for Q/AAnalyzing existing data entities from in-house system to help develop new technology schemasTrained business analystsHelped developers with Informatica developmentCreated Macro based spreadsheets to generate testing scenarios and validating dataCreated end-user documentation to verify processing resultsSoftware Excel, Word, Q/C, Informatica, XML, SQL, COBOL, JCL, DB2, CICS, VSAMHardware IBM PC, NT Networking, MainframeEDWARD JONES, Saint Louis, MO 05/2011 04/2015Business Systems Analyst / Programmer AnalystKey Achievements:Technical lead on money market modifications to in-house system. This include program modifications and job control changes.Analyst on finding corrupted data within in-house systems. Worked from system faults back to the offending transactions to aid in fixing. Documented all system failures and the associated data fixes needed.Created aged document sub-system. The client needed a follow-up system for outgoing documents that have not been returned.Analyst on direct debit processingAnalyst on enhanced check request systemAnalyst on Annuity processing systemAnalyst on Money market fund processingSoftware COBOL, JCL, DB2, IDMS, VSAM, CICS, FTP, MQHardware IBM MainframeAVIVA LIFE, Des Moines, IA 01/2006 02/2011, 08/2012 06/2013Trainer / Systems Analyst / Programmer Analyst / Business Systems Analyst / ArchitectKey Achievements:Technical LeadBusiness AnalystSystems AnalystArchitectAviva bought Bankers Life in New York. I was called back in to continue support of the CAPS-IL systemDuties included analyzing all rate& mortality information by exporting and importing admin system tables into Excel. I wrote extensive macros to reformat production data into an actuarial accessible format.Analyzed all policy related data and used Excel to denote data problems from previous conversion efforts. I also used Excel for queries given that this legacy system was not SQL compliant. These queries reduced system overhead given all policy information could be obtained from the spreadsheets.Created end-user queries denoting data issues that existed prior and post conversionResponsible for maintenance on the companies existing CAPS-IL Admin system. Duties included conversion of 300,000 policies across 29 different companies. The block of business was converted from the Lifepro OS/2 software package.Duties included end-user training on modifications required for the new block of business. Was the overseer of all programming staff to ensure the data transfer was successful. Performed data screening to ensure all data was validated at the source. Was coordinator between management and users on the conversion effort.Set up reinsurance treaty and billing processes for converted business. Validated rating for co-insurance and YRT.Created a VBA interface to change passwords for access to the CAPS-IL system. This module would allow the creation, modification or removal of users from the main system.Software COBOL, CICS, BTRIEVE, SQL, OS/2, REXX, DB2, Changeman, VisualAge COBOL,Microfocus COBOL, Excel, VBA, ESP, FTP, MQHardware IBM PC, NT Networking, MainframeALLIED INSURANCE COMPANY / NATIONWIDE, Des Moines, IA 05/2005 05/2007Business Systems Analyst / Programmer Analyst / TrainerKey Achievements:Worked 2nd shift starting in January 2006Responsible for migration of personal line Property & Casualty business from Allied to NationwideAnalyzed all of their P&C systems to determine how they work independentlyTrained the Q/A staff on how to test the P&C systems. Functional documentation was produced.Duties included software migration, job control migration, viability testing, system flowCreated Excel VBA job control flow. I used the job scheduler to denote which tasks were run. The VBA coding showed the job control flow per process (daily, weekly, monthly, etc.).This company is in the process of merging best-of-breed applications between Allied & Nationwide. My duties included coordinating all migrations of the personal line business to the Nationwide environment. This included regression testing, software enhancements (where needed) and job control. The Allied environment was unique in that the job scheduler used a prerequisite approach to process. The new environment required a predecessor / successor scheduling approach. Given this change, I created a system flow document to show how to convert the jobs from one environment to the other.Created Excel modules to convert rating tables to mainframe format. This process required importing a variety of Excel rate calculation spreadsheets and combining this data to produce the DB2 equivalent import file. This task also required reporting of new changes of rates. The previous was also done through Excel.Modified mainframe Auto Insurance systemSoftware COBOL, CICS, DB2, SQL, REXX, Excel, Changeman, VBAHardware IBM MainframeBANKERS LIFE, Woodbury, NY 02/2003 12/2004Trainer / Systems Analyst / Programmer Analyst / Business Systems Analyst / ArchitectKey Achievements:Technical LeadBusiness AnalystSystems AnalystArchitectResponsible for maintenance on the companies existing CAPS-IL Admin system. Duties included conversion of 300,000 policies across 29 different companies. The block of business was converted from the Lifepro OS/2 software package.Duties included end-user training on modifications required for the new block of business. Was the overseer of all programming staff to ensure the data transfer was successful. Performed data screening to ensure all data was validated at the source. Was coordinator between management and users on the conversion effort.Software COBOL, CICS, BTRIEVE, SQL, OS/2, REXX, DB2, Changeman, VisualAge, Microfocus, Excel, VBAHardware IBM PC, NT Networking, MainframeSTANDARD LIFE INSURANCE COMPANY, Indianapolis, IN 07/2004 09/2004Business Systems Analyst / ArchitectKey Achievements:Feasibility study to convert their current administration system to a web front-end. The administration system was currently on a universe database platform with a terminal emulation for the front-end. The company was interested in migrating all front-end processing to a .NET web based system. My duties including showing the migration path to deactivate the terminal emulation and enable the web interface.Software UNIVERSE, SQLHardware IBM PC, NT NetworkingUNIVERSAL AMERICAN FINANCIAL SERVICES, Orlando, FL 02/2002 06/2004Trainer / Systems Analyst / Programmer Analyst / Business Systems Analyst / ArchitectKey Achievements:Responsible for maintenance on the companies existing CAPS-IL Admin system. Duties included modifications allowing interface with a web agency interface. The interface required modifying the mainframe COBOL code to streamline data into an SQL based sequential file for loading into the agency system.Helped in the conversion of the Pyramid life agency interface. The above company acquired Pyramid Life Insurance Company to obtain their online agency system. My duties included modifying the CAPS-IL system to feed this system. I worked with the end-users to ensure the data entry on the mainframe equaled the output of the agency system.Responsible for downloading text files into Microsoft Word and reformatting output for a variety or printers. This process required a macro written in VBA to reformat data according to the printer driver.Software COBOL, CICS, EASYTRIEVE, SQL, DOS JCL, VSAM, Microsoft Word, VBAHardware IBM 3000 seriesACADEMY LIFE INSURANCE COMPANY, Philadelphia, PA 07/1997 12/2002Trainer / Systems Analyst / Programmer Analyst / Business Systems Analyst / ArchitectKey Achievements:Responsible for the development of Section 7702 actuarial formulas, conversion into programming code for installation on companys CAPS-IL system, and the management of all requisite activities for the production move-up of Section 7702 logic.Manage actuarial consulting staff in order to enable them to produce an effective and accurate Excel spreadsheet that can be utilized for the testing of Section 7702 logic calculations.Debugged Actuarial Excel spreadsheets to ensure calculations met with original formulas that were delivered.Created macros to cross check calculations in the spreadsheets.Created data flow diagrams denoting 7702 tax flowsDesigned & installed death claim sub-system within CAPS-ILInvolved with year 2000 system changes.Conversion duties to convert from CAPS-IL to CK4. I started this project with a review of CK4. Afterwards I created documentation on the differences between the two systems. I created technical documentation on how the conversion process needed to be performed. Assisted in creating the case tools to move the data to the new environment. Created reporting processes to determine that all data was properly transferred. Documented all processing of the from system to coordinate the processing of the to system.All systems were mainframe COBOL utilizing CICSSoftware COBOL, CICS, EASYTRIEVE, SQL, DB2, OS JCL, VSAM, SAS, TSO, SPF, Excel, VBAHardware IBM 3000 seriesCANADA LIFE INSURANCE COMPANY, Atlanta, GA 01/2000 07/2001Programmer Analyst / Business Systems Analyst / ArchitectKey Achievements:Converted a DOS participating proposal system to Windows using Visual Basic. Duties included redesign of front end and reporting. Set up procedures for Alpha & Beta testing of software. Re engineered software for multiple front ends (i.e. internet) with calculation & reporting engines. These engines would allow the system to be portable across platforms. Created a user-interface the enabled all generated reports to be user-defined. Documented all processes and internal calculations.Software Visual Basic 6, Microsoft Basic, Crystal Report Writer, MS ACCESSHardware IBM PCCATHOLIC LIFE, San Antonio, TX 11/1998 10/1999Trainer / Systems Analyst / Programmer Analyst / Business Systems Analyst / ArchitectKey Achievements:Added functionality to existing system for interest bonus processing.Created Excel CSV files from production data to provide a utility to create multiple reporting views. These files were formatted to maximize excel usage.Chairman of Steering committee. This position was created to help restore the control of the IT department. The department managers were redirected to control the scope of software system enhancements. The IT department was restored to a servicing entity.Software COBOL, CICS, CMS, VM, SQL, ExcelHardware IBM 3000 seriesTHE SYSTEMS HOUSE, Chicago, IL 09/1996 09/1998Programmer Analyst / Business Systems Analyst / ArchitectKey Achievements:Successfully designed, developed and implemented a multi-company UNIX based system that is used for inventory, order and delivery of office products.Re-designed a software package (i.e., FAHRENHEIT) in order to enable product orderings to be conducted via the Internet on a real-time basis. Managed a staff of five people in order to implement said functionality.Software UNIDATA, SQLHardware IBM RS6000LASPO (F.K.A. CAPSCO ADMINISTRATIVE SERVICES), Blue Springs, MO, 07/1987 03/1997Performed as Project Manager for all system development/enhancement efforts for all clients. Primary clients are delineated below.STANDARD LIFE, Indianapolis, IN 02/1994 05/1995Successfully managed the conversion of all annuity, traditional life and universal life products from the PALLM system to LIFEfit. Duties included documenting all functionality and enhancing modules where needed. Met with management and end-users to determine the best methodology to incorporate. Created data models to ensure processing was sound.Managed the project team responsible for the conversion of First Internationals universal life block of business to LIFEfit.Managed all transitional management activities, including the establishment of appropriate communication vehicles/strategies, and the training of corporate employees.Software ADVANCED REVELATION, SQLHardware IBM 3000 series, IBM PC NT networkingPRUDENTIAL SELECT LIFE INSURANCE CO., Newark, NJ - 02/1994 02/1995Directed Prudential actuarial staff in the design and development of its five universal life products, including a First to Die and Survivorship product, in addition to seven riders.Created spreadsheets to verify all actuarial tables I generated from actuarial formulas. These spreadsheets were set up as a Visual Basic front end to allow test cases to be entered to verify results.Successfully designed, developed and implemented a policy administration system (i.e., base system - LIFEfit) for the administration of Prudentials universal life product line, together with its riders..Designed, developed and implemented the following systems to effectively become components of LIFEfits base policy administration system:- Underwriting- New Business Processing- Broker Licensing and Appointments- Commission Processing-All requisite feeds (e.g., Valuation, General ledger)FORETHOUGHT LIFE INSURANCE CO., Batesville, IN 08/1987 10/1989Designed, developed and implemented a CAPS-IL that would process pre-purchased funerals. The funerals were bought at the funeral directors with the option of single pay & 1-7 years to pay. Commissions were based on insurance amount instead of premium. The products were sold by premium.Software COBOL, FORMS (CICS clone), ISAM, PROC (JCL clone)Hardware Pr1meFIRST INTERNATIONAL LIFE INSURANCE CO., Indianapolis, IN 02/1990 12/1992Redesigned the AS400 CAPS-IL (LIFE400) system to handle the First International, Premier Life & Cooperant Universal Life business.Spearheaded the conversion effort as well as all system modifications.Trained users on how to utilize query functions within the AS400 platform.Trained operations on how disaster / recovery procedures were to be followedSoftware COBOL, SDF, CLIST, QUERYHardware AS/400FINANCIAL INFORMATION TECHNOLOGY, Blue Springs, MO - 06/1992 03/1997Designed, developed and implemented LIFEfit, which is a PC based insurance administration system with multi-company, multi-lingual and multi currency capabilities. System was written through utilization of a 4 GL database (i.e., Advanced Revelation)Designed and developed the following financial services systems:- Claims Payment- Immediate Annuity Payout- Immediate Annuity Valuation- Agent Payroll- Reinsurance system- Country dependant processing (Isle of Mann, USA, Czech Republic, Caribbean)GRAND PACIFIC LIFE, Honolulu, HI 06/1990 09/1996Designed, developed and installed both a mortgage life insurance system and a credit life system (for both mortgages and credit cards) which interfaced to each other.Spearheaded the conversion of companys traditional life book of business to CAPS-IL.Installed IBM 3000 series of CAPS-IL, and spearheaded conversion of universal life block of business and its consequent implementation. Trained all end-users and management. Created test plans to ensure the validity of the data.Software COBOL, CICS, OS JCL, SQL, DB2, ISAM, TSO, ADVANCED REVELATIONHardware Pr1me, IBM Series 3000, IBM PC Novell networkingMID-AMERICAN CENTURY LIFE, Kansas City, MO - 04/1990 06/1990*Developed and installed a PC based proposal system for Universal Life products using Realia Cobol*Software REALIA COBOL, SCREENIO*Hardware IBM PCADVANCED INTERACTIVE SYSTEMS, Palatine, IL 02/1988 04/1992*Developed a PC based insurance administration system (Advanced Life) for the following product lines - (Universal Life, Traditional, Annuities)*Developed and installed an Equity Link system for a Jamaican company.*Later converted system from Advance Revelation (PC based) to UNIDATA (Unix Based).*Developed a check writer system on a Unix platform, inclusive of a screen and code generator*Installed the AIS system at Catholic Slovenian Life, and converted traditional life data from an IBM system 32 to a local area network (i.e., re-wrote the system to handle network applications.)*Software REVELATION, UNIDATA, COBOL*Hardware Sun, IBM PC Novell networking, IBM 34AMERICAN PIONEER LIFE, Orlando, FL - 10/1986 06/1987*Developed and installed a PC based proposal system for Universal Life products using Realia Cobol*Software REALIA COBOL, SCREENIO*Hardware IBM PCPAYMATE, Milwaukee, WI - 12/1991 06/1992*Designed and developed a system for banks that allowed clients to pay bills by phone. At the time this system was written, no software existed to allow menu options on a touchtone phone. This was one of the first systems that operated in this manner. Further enhanced system to allow all transmission data to be retrieved, and processed so that all vendors could be paid directly by the system. In addition, the Federal Reserve was notified electronically so that client bank accounts could be updated accordingly.*Software C, SQL, Realia COBOL, REVELATION*Hardware IBM PC Novell networkingBSI, Urbana, IL - 09/1986 06/1987*Designed and developed a PC based payroll system for a client in GHANA. This system was written on a 4th GL Database (i.e., Revelation)*Developed an agent proposal system for American Pioneer Lifes Group and Individual Life books of business. System was table driven, and therefore enabled users to change rates without programmer intervention, thereby significantly reducing costs associated with rate changes.*Software REVELATION*Hardware IBM PCUNION LABOR LIFE, Washington D.C. - 06/1987 - 08/1987*Developed and installed a proposal system for group universal life*Software REALIA COBOL, SCREENIO*Hardware IBM PCMICROWARE, Chicago, IL - 09/1986 - 09/1987FLORSHEIM, Chicago, IL - 09/1986 - 04/1987*Developed a cash register/inventory system that tracked all sales and incoming stock for the calculation of ordering information.* Developed interface with base, core system to create order tickets.*Developed PC system (via Realia COBOL) for tracking employee time sheets, and producing payroll reports and checks.UNITED AIRLINES, Chicago, IL 04/1987 09/1987*Pioneered a PC system (written in Realia COBOL) via a hand-held unit utilizing a burned chip with PC BASIC code that audited the sale of goods on duty free carts on international flights. Upon landing, data was received by a desktop computer that displayed the number of units that were sold/reported. Based on information received from this system, inbound counts were reported upon, the duty free carts were then stocked, and the outbound quantities were input to the new system.CAPSCO SOFTWARE, INC. Chicago, IL, 09/1980 - 09/1986*Worked in various positions of increasing responsibility, beginning as a Programmer Trainee and progressing to a position as Project Leader. Customized and installed life and claim insurance systems, interfaces and conversions for clients. Directed integrated teams of in-house professionals and client staff in all system implementations. Provided technical training and support to clients as well as sales representatives. Developed next generation of CAPS-IL system, thereby producing a new base system. This new system would incorporate Canadian based products as well as standardized calculation modules.TRAVELERS OVERSEAS LTD, Miami, FL 01/1983 02/1984*Designed and developed a financial reporting system for the Travelers to report on all accounting transactions that were created for the original system.*My duties included converting the block of business (located in Jamaica) between the company in Jamaica & the Travelers block that was to be moved to the states.*Software COBOL, FORMS, ISAM*Hardware IBM 32, Burroughs 5900, Pr1meCATHOLIC LIFE, San Antonio, TX 06/1984 02/1985 & 10/1985 03/1986*Converted a Universal Life book of business from an administration system that was developed in Canada (with no U.S functionality) onto the new CAPS-Il base system. Managed a team of user and programmer trainees to perform the installation and conversion, System was delivered in a record 4 month timeframe.*Installed the CAPS-IL system on a Burroughs 1800 platform within a 5 month time frame. Included in this task was the development and installation of an investment system and a check writing system..*Managed the Accounting, Marketing, and Information Technology Departments for several months (due to internal company problems) until all departments were stabilized.CONCORDIA LIFE, Downers Grove, IL 03/1985 09/1985*Converted Group Universal Life block of business to CAPS-IL.EDUCATIONCOLLEGE OF AUTOMATION, Chicago, IllinoisA.S. Computer ScienceSpecial Recognition - Due to exceptional skills, was asked by Director of College to develop programsto be utilized for retrieval of testing materials from tape/disk backups.SPECIALTIES*Complete understanding of the actuarial sciences,*Conversions, varying from mainframe to mainframe, mainframe to PC and PC to mainframe.*Systems analysis, design, implementation, training and documentation.*End-user and technical liaison for post-installation sites.INFORMATION TECHNOLOGY EXPERIENCEHardware/Software ExperienceCOBOL, REALIA COBOL, CICS, FORTRAN, PL/1, VISUAL BASIC, EASYTRIEVE, EASYTRIEVE PLUS, ASSEMBLER, ABEND-AID, IBM 3000 SERIES, SYSTEM 32/34, AS/400, RS6000, BURROUGHS 5900,6700, 7800 AND 1800 SERIES, PRIME 350, 550, 750, AND 950 SERIES, ADVANCED REVELATION, UNIDATA, UNIVERSE, UNIX, OS/MVS, OS/JCL, NOVELL NETWARE, SQL Server, DB2, EXPIDITER, TSO, IDMS, VSAM, VM, CMS, PANVALET, CHANGEMAN, ZEKE, LIFEPRO, LIFECOMM, LIFE70, CK4, XML, INTERTEST, SAS, ESP, FTP, MQ, USER STORIES, TEST PLANNING, DOCUMENTATION,VISIO, EXCEL, VBA, ACCESS, QA, QC, C Language, VisualAge COBOL, Microfocus COBOL,LINUX, Windows, MVS, DATA MAPPING,Proficient in Microsoft Office Tools |
