PeopleSoft, Power Query, ETL, DAX, VBA Macros, SQL, Screensteps
- Serve as primary systems analyst and technical liaison for core operational initiatives across PeopleSoft Campus Solutions, Oracle HCM Cloud, CBORD, Identity Management, and Payment Capture platforms.
- Partner with leadership across Registrar, Financial Aid, Bursar, HRIS, IDM, and IT divisions to capture and document business/functional requirements.
- Engineer automated reporting workflows and data models using Power Query, DAX, Power BI, SQL, Microsoft Pilot, and Google Gemini.
- Drive and document process automation by upskilling functional teams on SQL, SharePoint, and Power Automate.
- Develop customized VBA macros to automate routine data validation tasks across division reporting streams.
- Train and mentor technical leads and analysts on advanced querying, process automation, and leveraging AI tools (Google Gemini, Microsoft Copilot).
M&A Technical Integrations, Data Flow Mapping, Power Query, ETL
- Served as primary technical consultant contracted by executive leadership (VP of IT, CIO) during major M&A integrations.
- Led cross-platform system integration, data flow mapping, and security schema reviews across enterprise software stacks.
- Utilized Power Query to clean, transform, and merge legacy datasets during post-merger systems harmonization.
- Created tailored Smartsheet metrics and standardized playbooks for executive integration status reporting.
- Built automated VBA macro tooling to streamline legacy data conversion routines and ensure source-of-truth accuracy.
- Facilitated technical working sessions with executive leadership to enforce governance standards and preserve institutional knowledge.
Jira Cloud, Salesforce CRM, SQL, Power Query Pipelines, SLA Tracking, Change Advisory Boards
- Managed intake, triage, and backlog prioritization for Financial Aid and CRM system enhancement requests using Jira Cloud and Salesforce.
- Built dynamic ETL pipelines to consolidate multi-system enhancement data for operational auditing.
- Authored Jira queries to track intake triage, backlog performance, and SLA compliance metrics.
- Programmed targeted VBA macros to automate repetitive Business Requirements Documents (BRD) formatting and cross-platform alignment.
- Represented functional groups in enterprise change advisory boards (Product Change Authorization) to validate solution designs.
Smartsheet Workspaces, Jira/JQL, Confluence, Box, APIs, UAT & Regression Testing, MS Excel
- Consulted via Information Consulting Services for UPenn's multiyear student systems implementation project.
- Originated and maintained multiple Smartsheet workspaces, custom sheets, and automated workflows on behalf of PMO, Office of Change Management (OCM), and deployment teams.
- Authored and maintained core project documentation including Functional Requirements Documents (FRD), Business Requirements Documents (BRD), use cases, UAT, and regression test specifications via Jira, Confluence, and Box.
- Coordinated cross-functionally with SMEs, Infrastructure, and Vendors to validate academic program tables, batch jobs, scripts, academic history, advising, and registration APIs.
- Translated disparate data across multiple systems to deliver audience-specific deployment updates and metrics to executive stakeholders.
Oracle PeopleSoft Campus Solutions 9.2, FMS, TOAD for Oracle, SQL, Integration Broker, App Designer
- Evaluated cross-module data integrity between Oracle PeopleSoft Campus Solutions 9.2 (Student Financials) and Financial Management Solutions (FMS).
- Utilized TOAD for Oracle across 16 production and non-production environments to write multi-level SQL (unions, joins, subqueries), clean backend data, and build end-user queries.
- Executed fit-gap analyses, user acceptance testing, and Agile SDLC sprints prior to production deployment migrations.
- Served as Subject Matter Expert for Student Finance/General Ledger interfaces via external file loads, integration broker, enrollment tables, and security clearance access.
- Architected student enrollment and graduation reporting architectures to meet strict local, state, and federal regulatory standards.
Ellucian Banner SIS, Requirement Translation, Enrollment Reporting
- Trained health science staff across 3 campuses on translating complex technical requirements into operational terms.
- Utilized Ellucian Banner Student Information System to create enrollment management reports for the Department Chair and Dean.
- Coached new personnel on administrative procedures, compliance standards, and performance benchmarks.
Document Security, Financial Record Auditing, Secure Server Archiving
- Digitized and ingested highly sensitive financial records into secure server environments.
- Conducted continuous file auditing to maintain data accuracy and regulatory completeness.
Database Research Instruction, Cataloging, MS Office Support
- Instructed patrons in internet research methodologies, database querying (PubMed, etc.) , and Microsoft Office usage.
- Managed cataloging and asset indexing for medical library resources.
Ellucian Banner, Database Origination, Public-Facing Reporting
- Originated and maintained student enrollment databases leveraging Ellucian Banner.
- Produced high-quality analytical spreadsheets and presentations for internal and public-facing institutional needs.