Jose l. Policarpio

SUMMARY

A Senior Analyst/Developer with experience in all phases of software and Web lifecycle development focused on technology based business solutions, Business Intelligence, ERP data integration and data analytics.   Broad exposure in design and development of Mission Critical initiatives, database management, information architecture, systems analysis, web design, and testing in enterprise scale application.   Knowledge in the discipline of accounting and finance.

TECHNICAL SKILLS

Programming technologies:.Net(C#, VB, WCF, CLR, WinForms,VS2012),  PowerShell, R/R Studio, Excel VBA

Database Development: SQL Server, T-SQL, SSIS, SSAS, MDX, QlikView, Teradata, Business Objects, WEBI

Web: ASP.NET/IIS, AJAX, JQuery, SharePoint, LINQ, XML, SSRS, Crystal Report/Server, CSS, JavaScript, VB Script

Creative: Adobe Photoshop, LightRoom, Bridge

Development Practices: Iterative/Incremental, Scrum, Agile SDLC

EXPERIENCE

JPMorgan Chase   New York, NY

Analyst – Commercial Bank Client On Boarding BI Reporting and Analysis (4/16 to Present)

·         Manage and maintain the CBCO sandbox and production Data Mart in SQL Server environment entailing daily, weekly ETL and remediating concurrent load issues.   Automated daily ETL load processes utilizing PowerShell.

·         Analyzed load processes and database objects i.e., stored procedures, functions, views, tables, indexes and constraints impacted in every ETL to provide a framework for process mapping and documentation.

·         Redesigned existing ETL stored procedures to incremental load process and redefined Iterative cursor based methods and functions to set based procedure for performance tuning enhancement.   Revised expensive queries by adopting pivot, merge and hash joins deemed appropriate for query tuning.  

·         Leads in preparation and implementation of system upgrades and deployments in development, UAT and production environment.

·         Develops and maintain CBCO and EMR dashboard reports that involve Data Modeling/Visualization in Qlikview, SSRS and Data Discovery pertaining to Pipeline, Inventory, Cycle Time, and Capacity Modeling using R Studio, SQL statistical queries and Excel.   Redesigned Pipeline metrics from a single to simple/complex product view by plotting product implementation and delineating implementation methods to show appropriate cycle-times. Redefined inventory buckets by using frequency distribution to replace incongruous aging to more relevant buckets.

·         Responsible for maintaining Risk Control Spot Audit SharePoint sites that include development of new lists, forms and data transformation that feeds to reports.

·         Responsible for Data Mart Master Certification to comply with the Firm’s standards.

Bloomingdales/Macys Department Stores New York, NY

Team Lead – Development/BI (9/08 to 04/16)

·         Designed and led a team in development of business process solutions and ERP data analytic initiatives.   SDLC entail gathering business requirements, researching operational, economic and technical feasibility in collaboration with stakeholder/business units, defining business process and workflow, analyzing software architecture and associated performance profiles and risks, designing and developing application integrating the necessary technology components, testing and documenting the process.

·         Responsible for hosting and configuring SQL Server2012 as Data mart using SPs, views, and scalar/table functions to integrate, normalize, transform and render datasets with Teradata13 as EDW data source employing ODBC/OLEDB, Linked Servers, FTP and CLRs to source data, Easytrieve to retrieve legacy system data, SSIS, C# and PowerShell as ETL, SSAS with the use of Cubes, Dimensions, Calculations, KPIs and MDX as MOLAP.

·         Generate Front End Deployments that involve SSRS with push subscriptions and Crystal Report as production reporting tool, IIS8.5 /ASP.Net4.0 for web reports in SharePoint environment integrating ROLAP modeling and Excel VBA for highly customize data representation or as data upload.

·         Responsible for the design and development of Bloomingdales Outlet Inventory Pool Stock Service hosted in IIS8.5

LPolicarpio cont.

·         using ASP.net 4.0, SQL Server as repository, Crystal as pick document and SSRS subscription for warehouse alerts

that realized $12 Million savings having  the requirement internally developed.  This process was adopted for Macys Backstage.

·         Develop and manage Omni-Price Maximization Tool hosted in IIS with SQL Server as repository using Excel as price forecasting tool replacing a vendor service eluding a version upgrade of $8 Million plus annual subscription savings of $1 million.

·         Generate and maintain multi-channel support services - i.e., Cross Divisional Transfer Process developed in collaboration with Macys System & Technology (web/excel), Inventory Scanning Solutions (web/excel) and Portal Inventory Reconciliation (web) markedly reducing inventory to 5 days from 2.5 weeks ensuring accurate shortages, Bloomingdales.com RTV System (web) that significantly enhanced return to vendor process and adopted by Macys, Portal Drop Ship/ Special Order (web), Portal Men’s Made to Measure (web) and Bcom Price Change Clone (SQL).

·         Develop and maintain mission critical diagnostic tools e.g., Omni Channel Sales and Sell Thru (Cube), Sales Associate Performance, FOB Sales & Stock performance (Cube), Focus Business Report, Store Performance, Vendor Sales Reporting, Loyalty Reporting, Associate Development Review, Price Zone and UPC integration for Single View Inventory, Trunk Show Sales statistics, Store Ticket Compliance adopted by Macys, Inventory Aging (Cube), Store to Door Fulfillment, Owned Samples tracking, and Going Out of Business Tracking And Reporting. 

·         Responsible for developing support services to complement initiatives via CLR and WCF using C#, VB.Net and PowerShell.

Bloomingdales/Macys Department Stores New York, NY

Sr. Analyst/ Developer - Development (05/02 to 9/08)

·         Analyzed requirement and specification for BI and End User solutions.

·         Designed data integration models comprising legacy silo based and EDW data sources, transformed data into normalized data mart using SQL Server, SSIS, C#, and windows scripting host.  

·         Generated front-end analytical tools and reports using ASP/ASP.Net, Business Objects XI designing universe by means of measures, facts, loops and context for multi-dimensional modeling, SSRS and Crystal Report for production reports.  

·         Developed and maintained critical analytics with impact to sales and inventory turnover such as Price Point analysis, Selling Associate performance, Specialist Vendor Program Tracking, Merchandise Life Cycle Receipts, multi channel Sales and Sell thru analytics, Inventory and Shortage solutions, POS analytics, Compliance tracking and Merchandise Activity Journal.  

·         Designed and developed Omni Channel solutions pertaining to Affiliated Sales tracking, Merchandise Fulfillment analysis, Merchandise Attributes maintenance, Shoes Look Book, PO tracking, Capital Authorization, Furniture Promo EGC reward, Portal surveys and email alerts. 

·         Responsible for legacy system conversions and OS upgrades.  

·         Developed web services, Extended SPs and Active X components to support projects.

·         Responsible for configuring, tuning and maintenance of Databases including security profile and roles, file groups, RAID and logs. 

·          Configured and maintained SQL Agent and Jobs, Integration Services/SSIS DB, Reporting Services/subscriptions and Analysis Services.  

·         Set up and Maintenance of DB Mail and Alerts.

·         Aided developers in enhancing big data repository design by engaging file groups, partition and index, query enhancement using SQL Profiling and analyzing Execution Plans.

·         Responsible for maintaining migration, replication, FTP, SMTP, network virtual share, CLR and Assembly configuration, user/group/role permissions, proxies, encryption, file groups and partition, Linked servers and drivers, Server roles and features.

Bloomingdales/Macys Department Stores New York, NY

Systems Analyst – EUC Housewares (12/97 to5/02)

·         Designed and implemented applications that supported the Home Division that comprised financial reporting and retail analysis utilized as management and planning tools for merchants, planners, and senior management.  

·         Development technologies involved Eesytrieve, VB6, Crystal Report, Excel, IIS/ASP, SQLserver, and Access.

·          Developed applications to automate merchant’s interaction with CICS screens providing functionality to scrape data or update data with production screens.

JLPolicarpio cont.

Charles Jourdan U.S.A. Inc. New York, NY

Accounting Manager - 6/95 to9/97

·         Responsible for maintaining the company’s retail and wholesale General Ledger - i.e., supervision of the month end closing that involved integration and posting of standard and recurring journals to the G/L, supplementary disbursements, expense allocations, statutory and final adjustments to the G/L.  Reviewed the monthly Trial Balance,

P&L, Balance Sheets, and monthly management reports that consist of operational highlights, revenue and expense, margin and cost of sales, inventory aging and markdown, A/R and provisions for write-off, foreign exchange gain/loss, expense allocation, and account analysis, of critical balance sheet and P & L accounts.

·         Responsible for the supervision of treasury functions that entailed tracking, maintaining and allocating daily and periodic cash positions to/from revenue and resource centers, cash forecast, and foreign exchange transactions e.g., spot purchase, forward contract, fund transfers, and L/Cs’.   

·         Prepared margin analysis that provided the framework for merchants’ vendor cost and selling price at retail and wholesale prices.  

·         Assisted in the preparation of annual management report, which comprised year-end operational reports, budget and forecast, capital expenditures, executive summary, and three-year plan.

Senior Accountant - 4/93 to 6/95

·         Responsible for maintaining the company’s wholesale General Ledger, that is, month end closing, standard and recurring journals, and adjustments to the G/L. 

·         Prepared and reviewed the monthly Trial Balance, P & L, and Balance Sheet with corresponding G/L analysis. 

·         Prepared monthly management report that included revenue and expense analysis, margin analysis, inventory aging, markdown, A/R and provisions for bad debts, coop advertising, and foreign exchange gain/loss. 

·         Responsible for consolidating North America and Pacific operations that entailed 28 revenue centers and six resource centers.  The consolidation consisted of P & L, Balance Sheet, and financial highlights in comparative formats, revenue and expense analysis & forecast, inventory statistics, A/R analysis and performance ratios.  These reports were furnished to the parent office in Paris and the holding company in Zurich. 

·         Redesigned the monthly and quarterly consolidation system to simplify reporting and provided a more thorough system of presentation and analysis. The above reports were generated utilizing a Qantel operating system and interfaced to a PC for reporting purposes.    

·         Supervised and reviewed monthly multi state sales tax and occupancy tax.   Supervised Accounts payable and reviewed aging, expense distribution and tracking critical payable.

MINET INC. (St. Paul Travelers)     New York, NY

Financial Analyst - 3/91 to 4/93

·         Responsible for the financial reporting of the North America and Global Professional Services operation that entailed the consolidation of 60 divisions, from Canada to the Asia Pacific region.  The report consisted of monthly and quarterly P & L, Annual Budget, Five Year Plan, and Year End financial reports.  These reports were submitted to the parent company in London, and the holding company in St. Paul on a statutory and management consumption basis. 

·         Assisted in preparing Executive Summary, feasibility and acquisitions, sensitivity analysis, and contract pre-termination.  Prepared custom generated financial report.

Education

La Salle University, Manila

Bachelor of Science in Business Administration

University of Asia and the Pacific, Manila

Masters in Economic Research

Professional Development

Microsoft Certified Technology Specialist, SQL Server 2005

Nintex SharePointWork Flow

NYU Certificate in Object Oriented Programming

(JAVA)

SharePoint Foundation2010 Developer