Jeff M.

Smith
847.942.5474

PO Box 1327

CognosJeff@consultant.com

New York, NY 10010

BI Architect and DW Manager, 10+ years

BI Architecture planning and development
Report development, data cube development
Cognos 10 and 8, ReportNet Series 7 and earlier, Business Objects, Crystal
DB modeling and development
SQL Server, Oracle, MS Access, Netezza, NoSQL, CQL
Data Warehousing, ETL
Project Management
Software upgrade migration
Finance, Accounting, HR/Payroll, Sales, and more
Wall Street, Government, Pharmaceutical, Insurance, Advertising, and more
Career History
February, 2013 Present
Admin, Report Dev, Business Development
Village Drive Financial
New York City
Developed financial analysis engines with a variety of technologies, including Cognos, Excel,
MS Access, Excel, and Cassandra CQL, especially for finance industry clients. Assisted project
management and execution of internal business processes. Assisted in pre-sales consulting.
August, 2009 February, 2013 (3 yrs, contract/W2) Director of DW/BI
Beanstalk Group Omnicom Group
New York City
Designed, built, and managed the DW/BI system from scratch for an industry-leading firm.
Directly manage one senior developer and guide lead a team of 10 more. Designed and coded
most of the data warehouse and Cognos architecture, including development of ETL. Trained
users in Query Studio and Report Studio. Trained developers in database development, ETL,
data warehouse design, advanced Report Studio development, and MS Access development.
Developed dozens of report and oversaw the development of dozens more, as well as managing
ongoing ETL, database maintenance and optimization. Developed cubes. Managing the
development, acquisition, and enhancement of additional data collection/analysis applications,
especially the development of cost-effective apps in MS Access. Coordination with ERP leaders
for improved data collection and data quality. Assisting the creation of marketing materials to
leverage the technology for development of new revenue streams.
June, 2008 August, 2009 (15 months, contract)
Architect, Dev, Admin, PM, DBA, Pre-Sales
Code Worldwide Omnicom Group
New York City
Lead the design and development of five (5) BI projects, and optimized four (4) other preexisting projects. Lead the design and building of Enterprise Data Warehouse, as well as several
reporting datamarts. Designed and built several user-intuitive Framework models. Designed and
built numerous Report Studio reports, incorporating new features and enhancements. Helped
create and implement new approaches to requirements gathering and feedback. Modeled and

consulted on modeling of improved db design. Trained and lead several junior developers.
Performed basic database development and ETL. Administrated the Cognos platform. Applied
access and security to Cognos Connection and Framework Manager. Performed installations.
Integrated BI with Planning. Integrated Cognos with Sharepoint. Training and work in
Enterprise Planning. Business development. User training.
February, 2008 June, 2008 (4 months, contract) Architect, Admin, Migration Specialist
Cognos, Inc.
Washington, DC
On-call migration analyst for Cognos, Inc., to perform rapid assessment of migration
implications and options for those Cognos shops considering moving to Cognos 8. Rapid
application development of dashboards. Consultation on ETL. Consultation on design of
database and Framework model.
October, 2007 - January, 2008 (3 months, contract) Developer, Trainer
Defense Finance and Accounting Service
Washington, DC
Provided senior support to a team of junior developers. Provided consulting on project
architecture and ETL.
July, 2007 - September, 2007 (2 months, contract) Architect, Dev, Admin, Trainer, Team Lead
Baxter Healthcare
Los Angeles, CA
Rapid application development of sophisticated scorecard series, extensively utilizing the new
functionality of Cognos 8. All done in direct conjunction with in-house trainee. Created and
taught training class for in-house report authors.
April, 2007 - July (3 months, contract)
Architect, Developer, Admin, Team Lead
Marriott International
Rockville, MD
Using Cognos 8, designed and built framework model on extensive, complex customized data
warehouse. Participated actively in re-design of ETL and data warehouse model. Built several
complex reports in Report Studio, in collaboration with a secondary developer.
April, 2006 - April, 2007 (1 year, W2)
Architect, Dev, Admin, Project Manager
Gratia Plena Partners, LP
New York, NY
Designed data mining systems to analyze financial market behavior. Designed, built, and
populated data marts integrating disparate market data. Built reports to test market trading
strategies. Designed ETL strategies. Build data mart for testing trading strategies on options
S&P e-mini futures from data of end-of-day bid/ask prices of various strikes +/-250 points of the
spot market close. Developed strategies including far out-of-the money calls, at-/near-the-money
straddles, strangles, and in various other combinations, both long and short, as options only
and/or in combination with the underlying contract. Developed, coded, tested and traded various
quant strategies for day trades and swing trades using S&P e-minis futures, based on various
technical analyzes (long/short stochastic, MACD, RSI, etc.) of options volumes. Executed trades
through online platforms (especially Tradestation) and through various brokerages including
Lind Waldock, R.J. OBrien, Man Financial (now MF Global), and E-Trade, using various types
of orders, both long/short, including market, limit, stop, OCO, OSO, etc. Extensively studied
Series 3 materials (but was not required to actually take the test).

December, 2005 - April, 2006 (5 months, contract) Architect, Developer, Admin, Trainer
Jefferies and Company
New York, NY
Consulted in the design and optimization of reporting data mart to support portfolio tracking of
mid-tier brokerage. Designed, built, and managed ReportNet package and initial series of reports
in Query Studio, Report Studio, and Analysis Studio (PowerPlay Web). Built systems showing
equities inventory, average entry price, target price, working orders with bid/ask/lot size, various
order-related times, etc. Also reports giving various desks visibility to each others activity.
Initial consultation on data mart tracking various elements of earnings data, including P/E,
market cap, debt/equity, EBITDA, etc., tracked against industry and market averages. Worked
on their floor among their front office and middle office teams.
May, 2005 - July, 2005 (3 months, contract)

Architect, Developer, Admin, Team Lead

Colorado Department of Education

Denver, CO
Designed, built, and managed several ReportNet packages. Developed numerous reports in
Query Studio and Report Studio (pushing the envelope of capabilities in both). Designed, built,
and managed advanced but elegant PowerPlay cubes. Managed a junior ReportNet developer.
Worked actively with database team to enhance data warehouse for better reporting. Worked
actively with server team to enhance hardware environment to support reporting.
May, 2004 - March, 2005 (8 months, contract)
Architect, Developer, Admin, Trainer
Thermo Electron Corporation
New York, NY
Developed extensively in ReportNet. Designed, built, and managed several ReportNet packages.
Developed numerous reports in Query Studio and Report Studio (pushing the envelope of
capabilities in both). Designed, built, and managed advanced but elegant PowerPlay cubes. Led
user training and support. Worked actively with database team to enhance ETL and data
warehouse for better reporting. Worked actively with server team to enhance hardware
environment to support reporting. Combined PowerPlay with ReportNet display. Customized
formatting and administration of ReportNet display. Established ReportNet auditing system to
track usage.
July, 2003 - May, 2004 (11 months, contract)

Architect, Developer, Trainer, Team Lead

McKinsey & Company

New York, NY
Modeled and built finance datamart, cube, catalog, and reports for finance holding group.
Modeled and built extensive CQ query. Participated in migration to ReportNet. Designed
multiple ReportNet Framework models and reports for Query Studio and Report Studio. Built
knowledge management system to track portfolio of McKinsey Partners, the fund of funds of
firms partners, including various managers of various styles, in numerous asset classes,
including equities, interest rates, currencies, commodities, derivatives, etc. Performance tracked
against various indexes, calculating Alpha and Beta.
February, 2002 - July, 2003 (19 months, contract)
Architect, Developer, Trainer
Kemper Insurance
Chicago, IL
Optimized existing Cognos reporting system. Expanded and developed web reporting system
and Upfront portal. Created numerous versatile reporting items (PowerPlay cubes, Impromptu
reports, PowerPrompts reports, drill-through reports, etc.). Grew and optimized data mart

(Oracle, PL/SQL, Unix). Modeled business. Upgraded Cognos system from version 5 to Series
7. Trained users in classroom environment and individually.
March, 2001 - February, 2002 (11 months, contract)
Architect, Developer, Trainer
Rexam Beverage Can
Chicago, IL
Led a team to build a broad DW and BI system. Combined database and customer input to
design and build a first-generation data warehouse using DecisionStream as ETL tool.
Developed an easily-managed Architect model of a large (250+ table) database. Developed a
catalog for a large, unique ERP system, among other systems. Mapped and modeled the
manufacturing and sales portions of the organization. Developed a corporate security system
with Access Manager and a corporate BI portal with Upfront. Designed and built several multidimensional cubes and numerous transaction reports for internal users and outside customers.
Published a varied sampling of reports to the intranet using Impromptu Web Reports, PowerPlay
Enterprise Server, Query, and Vizualizer. Taught Cognos theory and practice to permanent
management and staff. Extensively documented procedures. Promoted a culture of BI
throughout the organization. Empowered the user community to grow in self-sufficiency and the
IT team to grow in their leadership of that growth.
November, 2000 - March, 2001 (4 months, contract)
Architect, Developer
Abbott Pharmaceuticals
Chicago, IL
Advised existing Cognos managers on project management and effective development with
Transformer, PowerPlay, Impromptu, and Impromptu Administrator. Provided hands-on training
in requirements gathering and documentation procedures. Provided insight as requested from
decision makers on future paths and possibilities. Taught data warehousing practice. Provided
extensive hands-on training in theory and practice of Business Intelligence to report development
staff. Lead / Developed two projects in a UNIX environment while training permanent staff.
October, 2000 - November, 2000 (2 months, contract)
Architect, Developer
United Airlines, Inc.
Chicago, IL
Installed and configured complete Cognos Web suite (Impromptu Web Reports, PowerPlay
Enterprise Server, Upfront, and Netscape LDAP Directory Server) in a UNIX environment.
Customized and improved Upfront portal. Customized IWR and PowerPlay Enterprise Server.
Implemented corporate security structure through Access Manager/LDAP. Developed strategies
for posting, publishing, and distributing web reports and cubes. Developed advanced web
reports with PowerPrompts. Extensively documented procedures and trained staff.
September, 2000 - October, 2000 (2 months, contract)

Architect, Devlpr, Trainer, PM

Ford-Owens-Libby, auto glass mfg

Same as above

Toledo, OH

June, 2000 - September, 2000 (4 months, contract)Architect, Developer, Trainer

David J. Joseph Company, scrap brokerage
Cincinnati, OH
Led effort to promote, design, and build the data warehouse and Decision Support Systems;
Establish broad user buy-in from the newest transactional accountant to the CEO. Laid the path
for development of strategic data marts and ultimately the corporate data warehouse.

Transformed many old reports into quicker, simpler, more robust, and more attractive reports.
Trained users throughout the organization in transactional reporting and statistical analysis with
the Cognos tools suite (especially Impromptu and PowerPlay) in the classroom and individually.
Founded in-house Cognos user group. Trained administrators.
March, 1998 - May, 2000 (2 years, W2)
Architect, Developer, Team Lead
Defense Finance and Accounting Svc, govt accounting agency
Cleveland, OH
Led a team in developing web OLAP systems using the Cognos tools suite (especially
Impromptu Administrator, Transformer, PowerPlay, Impromptu Web Reports); Led a team in
developing advanced multimedia presentations using PowerPoint, PaintShop Pro, Ulead Video
Editor; Developed applications using Oracle application tools; Assisted maintenance of intranet;
Assisted maintenance of Oracle applications
January, 1997 - March, 1998 (1 year, W2)
Financial Analyst
State Chemical
Cleveland, OH
Compiled and distributed a variety of reports tracking sales, budget, expenses, etc. using Excel
and a variety of other technologies
April, 1994 - December, 1996 (20 months, Work Visa) English Teacher (TESL)
Educational Svs Exchange with China
Wuhan, Hubei Province, PRC
Taught conversational English and culture to sixty+ Chinese college students
Education
Western Michigan University
BS, International Political Science
Minors, Economics, Philosophy, Spanish

Graduated Cum Laude

Member, Lee Honors College
President, Student Government

Clearance, Interim Secret

Other Technologies, Skills, Special Awards, Experiences
HTML web programming; Director's Personal Special Act (On-the-Spot) Award, Peer-to-Peer Award,
Cleveland Federal Employee of the Year (awarded to 60 of 17,000 annually); Photojournalism, spoken
Chinese, written/spoken Spanish, non-profit and for-profit organization development . . .

It has been my good fortune to have designed, developed, built, and led Cognos systems for many years.
Only a handful have had the opportunity to acquire such experience. It has allowed the chance to excel in
authoring, administration, project management, and architecture of some great implementations, for some
excellent companies, with some solid teams. In that time, I have worked with the full product life-cycle
of the entire Cognos suite of products, and the various databases on which it sits. To do so, I have
developed proven strategies to build systems in conjunction with the newest clerk and the most seasoned
CEO, and transfer the knowledge while doing it. Whether leading teams to accomplish major rollouts,
doing nitty-gritty development, training staff, or running the show, I have been fortunate enough to
understand and execute whatever is necessary in this field.

Leading, managing, and developing BI with Cognos tools full-time daily for over thirteen (13) years
Involve the user community
Model the business
Design and build optimized data mart
Design and build optimized, user-friendly catalogs
Apply security
Build flexible, powerful canned reports
Design insightful multidimensional cubes
Build handy dashboards
Automate reporting systems
Set-up Cognos servers
Optimize Cognos servers
Optimize web reporting portal
Train users in the classroom
Train individual users
Train administrators
Support user base
Teach the builders to build
Train the trainers to train
Promote the technology
Transfer the knowledge
Using the entire Cognos suite of tools
Cognos 10
ReportNet, Cognos 8
Impromptu User and Administrator
PowerPlay and Transformer
Access Manager
Architect
IWR Report and Server Administrator
PowerPlay Enterprise Server
Macro and Batch Automation, PowerPrompts
Upfront
DecisionStream, Vizualizer and Viz Web
Cognos Query
Oracle , PL/SQL development
MS SQL Server, db development and administration
TOAD

SQL
Legacy version of Cognos
Certified in Cognos