Career

Overview

OmniScript I have over 20 years experience in the Defined Contribution industry, and most of my career has been focused on improving efficiency and quality of services through automation. For over 15 years, I have been SunGard’s leading expert on Omni Scripting, OmniScript, OmniCalc, or Calculator, SunGard’s proprietary scripting language for the OmniPlus Record-keeping system.  I possess advanced business and technical knowledge of Omni DC (OmniPlus) and many Omni ancillary products.

Technical Skills

Industry OmniScript expert
Omni DC, OmniPlus, and Omni Admin Web product authority
Omni Web Suite (OWS) implementation lead
Familiar with Enterprise Solutions Framework (Omni ESF) configuration
Expert Microsoft Office user with automation experience
Experienced user of a wide variety of Windows Applications
Experienced user of Windows, Unix, and MVS platforms
Web developer HTML, CSS, XML, XSL, ASP, JavaScript

Languages

Omni Scripting, (aka OmniScript, OmniCalc, OmniCalculator, or Calculator)
Microsoft Visual Basic for Applications (e.g. Office Automation)
Microsoft Windows Script
LotusScript (Lotus Notes Automation)
Microsoft Windows Command files (CMD)
HTML/CSS, XML with XSLT, ASP, JavaScript
UNIX/Linux Scripting and MVS JCL

Employment History

Director, Professional Services, Technical Solutions

DocXP October 2015 – present, SunGard Wealth Management Retirement Administration, now part of FIS

  • Direct the responsibilities, priorities, and productivity for the PS technical solutions team, consisting of 35+ system engineers, application specialists, and application developers.
  • Provide training, guidance, career counseling, and problem escalation for professional team members.
  • Enable and support performance measurement and improvement for team members.
  • Coordinate and support activities across the professional services group and the rest of the organization.
  • Support, explore, and analyze new opportunities for client engagements.

Senior Manager, Consulting

DocXP May 2012 – September 2015, SunGard Wealth Management Global Services

  • Strategic product integration consulting
  • Design detailed technical solutions across a wide range of SunGard Omni applications.
  • Manage developers executing major software upgrades and conversion projects
  • Career counseling for managers and lead senior consultants in our organization
  • Mentor team members across our organization to broaden product knowledge and promote best practices
  • Most significant projects include:
    • Lead technical design for implementation of a large suite of Omni products for a new ASP customer (see “Senior Solution Architect” below)
    • Manage a 15+ team of developers supporting the world’s largest defined contribution plan (see “Senior Development Manager” below)

Senior Solution Architect

EXP/AG DocXP AnyDoc March 2014 – Present, SunGard Wealth Management Global Services, SunGard Global Services

  • Design Technical Solutions for an interprise-wide implementation for a new SunGard ASP customer implementing a wide suite of SunGard solutions, including Omni DC, Omni Admin Web, Omni Web Solutions (OWS), Omni Data Validation Web (DVW), Omni Benefits Admin Voice Portal (BAVP), Omni Trade, OmniLink, Relius compliance, and OmniScript.
  • Established best practice documentation and artifacts for others to leverage during the implementation.
  • Assigned technical tasks to OmniScript development resources and coordinated technical tasks across the enterprise
  • Worked closely with the customer to explain technical aspects of our solutions
  • Acted as technical lead on an Omni Web Solutions (OWS) implementation

Senior Development Manager

EXP/AG DocXP AnyDoc May 2012 – January 2014, SunGard Wealth Management Global Services, SunGard Global Services

  • Manage a 15+ member team of developers supporting all SunGard enterprise applications for the world’s largest defined contribution plan, including: Omni Defined Contributions (OmniPlus), Omni Scripting (OmniScript), Omni Administrator Web (AdminWeb), Omni Payments, Benefits Admin Voice Portal, Omni Enterprise Solutions Framework (ESF), Omni API (OmniConnect), EXP/AG, DocXP, and a legacy voice application.
  • Assist Support Quality Assurance and Product Support teams with issues requiring Omni DC/OmniPlus expertise

 Manager, Consulting

OmniPlus January 2010 – May 2012, SunGard Wealth Management Global Services, SunGard Global Services, SunGard Consulting Services

  • Analyze and develop solutions for a wide variety of SunGard Omni products, including Omni Scripting (OmniScript), Omni Defined Contributions (OmniPlus), Omni Administrator Web (OmniManager, AdminWeb), EXP/AG (DocXP, AnyDoc, AutoCorro), Omni Enterprise Solutions Framework (ESF), Data Validation Web (DVW), and PlanRep.
  • Most significant projects include:
    • Manage a team of EXP/AG DocXP developers supporting the world’s largest defined contribution plan (see “Development Manager” below)
    • Lead technical aspects of a major upgrade and modernization project (see “Project Technical Lead” below)
    • Serve as technical architecture lead for an international upgrade and modernization project (see “Project Technical Architecture Lead” below)
  • Provide career counseling and mentoring for a group of five consultants, lead consultants, and lead senior consultants.

Development Manager

EXP/AG DocXP AnyDoc August 2011 – May 2012, SunGard Wealth Management Global Services, SunGard Global Services

  • Manage team of AG/EXP developers supporting the largest defined contribution plan in the world (TSP, or Federal Thrift Savings Plan)
  • Assist Support Quality Assurance and Product Support teams with issues requiring Omni DC/OmniPlus expertise
  • Perform code reviews, manage resource utilization, measure employee performance and deliver useful feedback.
  • Mentor team members to build Omni DC knowledge and expertise across the team

Project Technical Architecture Lead

COBOL August 2010 – June 2011, SunGard Wealth Management Global Services, SunGard Global Services

  • Lead technical architecture work stream for a major upgrade and modernization project for an financial industries leader.
  • Execute Poof of Concept projects for Omni products, including Data Validation Web (DVW), Enterprise Solutions Framework (ESF), and Omni Administrator Web (AdminWeb).
  • Serve as expert adviser for the OmniPlus upgrade
  • Serve as expert adviser for a data/in data out project
  • Lead a solution exploration project for plan setup and maintenance options.
  • Perform OmniScript remediation and analysis.

Project Technical Lead

COBOL November 2008 – June 2010, SunGard Consulting Services, SunGard Global Services

  • Lead technical aspects of a major upgrade and modernization project for an international SunGard Omni customer.
  • Manage developers working on the project, especially on COBOL remediation tasks.
  • Perform OmniScript remediation and analysis.
  • Convert custom COBOL programs to OmniScript.
  • Oversee Omni Administrator Web (AdminWeb) installation and perform configuration.
  • Report core application defects to Support and track correction progress.
  • Identify and research upgrade gaps.
  • Provide general consultation for technical aspects of the project.
  • Responsible for Omni Defined Contributions (OmniPlus), Omni Administrator Web, Omni Administrator Desktop (OmniStation), Omni Enterprise Framework Services (ESF), and Omni Connect API products.

Senior Technical Analyst

Omni Scripting March 2007 – December 2009, SunGard Omni

  • Analyze and develop solutions for a wide variety of SunGard Omni products, including Omni Scripting (OmniScript), Omni Defined Contributions (OmniPlus), Omni Admin Web (OmniManager), and PlanRep.
  • Serve concurrently as an OmniScript guru for several departments.
  • Design a regression test service and associated software tools.
  • Design an OmniScript Optimization service.

OmniPlus Product Support Manager

Documentation January 2006 – March 2007, SunGard Omni

  • Manage a team of 4-8 business analysts and programmers, responsible for the development, documentation, QA and regression testing for a wide variety of OmniPlus components, including: OmniScript, Plans, Compliance, Funds, History, Earnings, Textfiles, Eligibility, Sub-Accounting, Participant Shares, and Foreign Exchange
  • Manage an additional team of 4 technical and business analysts responsible for technical support of OmniPlus on Windows, MVS, HP, AIX, and Sun platforms
  • Perform code reviews for JCL, Windows scripting, and Unix scripting required to execute OmniPlus on supported platforms
  • Provide technical support for various HTML editors used to maintain OmniPlus documentation.
  • Provide or coordinated technical support for scheduled execution of OmniPlus CART (Automated Regression Testing platform)
  • Perform OmniScript code reviews of the textfiles for major Omni customers

OmniPlus Product Team Lead

Regression July 2000 – January 2006, SunGard Omni

  • Manage a team of 4-8 business analysts and programmers, responsible for the development, documentation, QA and regression testing for a wide variety of OmniPlus components, including: OmniScript, Plans, Compliance, Distribution, Disbursements, Installments, Funds, History, Earnings, Textfiles, Eligibility, Sub-Accounting, Participant Shares, and Foreign Exchange
  • Developed and Implemented OmniPlus CART (Automated Regression Testing platform), a combination of Windows Scripting, OmniPlus Jobs and OmniScript utilities.
  • Performed the OmniScript code reviews of the textfiles for major Omni customers
  • Analyzed IRS rules, legal text, and OmniPlus functionality for major legislative enhancement projects associated with EGTRRA and Roth Deferrals
  • Developed hundreds of complex OmniScript programs for both internal and external customers
  • Wrote many OmniScripts to analyze COBOL source code and auto-generate OmniPlus documentation
  • Designed and implemented OmniScript training programs

Associate Consultant, Project Lead

Upgrade April 1998 – July 2000, SunGard Omni

  • Lead a team of consultants on a 2 year OmniPlus corporate implementation project, supervising all project requirements, assignments, and OmniScript development
  • Designed, programmed, and/or reviewed over 1500 pages of OmniScript programs

OmniPlus Support Team Lead

OmniStation October 1997 – April 1998, Wachovia Retirement Plan Services

Lead Recordkeeper, Recordkeeper, Reconciliation Analyst

OmniScript June 1995 – October 1997, Bank of Oklahoma, Trust Division

Associations

Omni (EBMAX) User Group, SunGard Representative

OmniPlus and Technical Committees (2000-2007), Compliance and New Business Subcommittees (2000-2007), OmniScript Focus Group (since 2000)

American Benefits Council, Participant (2000-2007)

Community Volunteer

Local Church Deacon (2014-2017 term)

Youth mentor / Adult leader, Trail Life USA (since 2014)

Finance committee chair, non-profit with 400K annual budget (2011-2014 term)

Troop Committee member/Webmaster, Boy Scout Troop 404 in Pelham, AL (2007-2013)

Education

Biola University, La Mirada, California

BA, Public and Interpersonal Communication, cum laude

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