JONATHAN A. MCDANIEL
Senior Business Consultant
Bayonne,NJ
Summary
Senior Business Management consultant with nearly two decades of experience developing solutions for clients with a keen understanding of business processes, application development, and requirement documentation. Excellent stakeholder and backlog management, with the ability to efficiently translate business requirements to information technology partners to build timely deliverables. With a proven system to quickly synthesize specifications, gain insight, build effective strategies, solutions, and improved processes, I seek new opportunities to impact change.
Overview
20
20
years of professional experience
Work History
Realty Management Solutions Senior Business Consultant
RealPage
Remote
07.2022 - 02.2023
- 2022-07 - 2023-01 Realty Management Solutions Senior Business Consultant
RealPage, Remote
• Successfully led development of 24 Power BI dashboards that provided users with interactive aggregation of key performance indicator reports in Rational Unified Process
• Managed project backlog grooming, developed acceptance criteria, and led user acceptance testing while building data mapping and process development
• Directed cooperation between business management, developers, data architects, and product owner to develop functional and non-functional requirements documentation, case and user stories, and resolve roadblocks
• Conducted assessments and counseled clients regarding controls, risks, process issues, and productivity inefficiencies
• Collected reports and information regarding client's business by interviewing, shadowing, and analyzing reports
• Analyzed and interpreted data to determine any problems or areas that need improvement
Oversight Data Quality Assurance Senior Business Consultant
New York City Housing Authority, Hybrid
Remote
01.2021 - 05.2022
- • Amplified development of standardized oversight/inspection data collection and reporting process to ensure data quality and improve accountability and transparency
• Developed partnerships with operational leadership to understand needs and mitigate data quality risk
• Designed and built three Power BI dashboards to standardize inspection data reporting
• Endorsed modernized data aggregation and control methods to promote the organization's endeavors, which increased the quarterly reporting process by 50%
• Provided regular updates to team leadership on quality metrics by communicating consistency problems or production deficiencies
Ratings Tool Management Senior Business Consultant
Moody's Investment Services
Remote
03.2020 - 06.2020
- • Conducted assessments and counseled senior management regarding controls, risks, process issues, and productivity inefficiencies
• Drafted procedural documents and templates to support future product implementation and data tool validation
• In collaboration with a technical consultant and senior management, developed modern quality assurance measures
• Endorsed inventory and data mapping procedures to enhance future certification efforts
• Drafting official company policy to ensure data integrity, regulatory adherence, and audit preparedness
Wealth Management Senior Business Consultant
Morgan Stanley
New York, NY
03.2019 - 12.2019
- 2019-03 - 2019-12 Wealth Management Senior Business Consultant
Morgan Stanley, New York, NY
• Collaborated with Risk Management Sr leadership to develop strategy, policies, and procedures for legacy systems data transference
• Served as a servant leader within a Rational Unified Process methodology
• Managed a team of 6 junior analysts responsible for metadata aggregation and reconciliation between legal documents and legacy account data
• Allied with technology partners to design a data model in MS Excel for data migration
• Administered RMIS system data imports, configuration changes, and user issues
Client On Boarding, Senior Business Consultant
JP Morgan Chase
Brooklyn, NY
11.2017 - 09.2018
- 2017-11 - 2018-09 Client On-Boarding, Senior Business Consultant
JP Morgan Chase, Brooklyn, NY
• Conducted assessments and counseled senior management regarding controls, risks, and process issues
• Analyzed and interpreted data to determine any problems or areas that need improvement
• Documented findings in collaboration with both internal and external stakeholders to increase service value and provided information necessary for enhanced service level agreements
• Developed specifications and standards for source-to-target data mappings using MS Excel and BI tools
• Built and presented key performance indicators using visualization tools like Tableau and PowerPoint
• Recognized for outstanding partnerships and lasting contributions in "Know Your Customer" transformation
BIN Management Senior Business Consultant
Mastercard
Purchase, NY
05.2017 - 10.2017
- 2017-05 - 2017-10 BIN Management Senior Business Consultant
Mastercard, Purchase, NY
• Guided efforts across the organization to optimize resource use, bring projects into budget guidelines, and ensure Bank Identification Number burn rates remained parallel to output
• Restructured project budget management to optimize use of over $35M and collaborated with external stakeholders to ensure financial obligations compliance and the project remained on target
• Coordinated efforts between lines of business to deliver improvements to the product range and use efficiencies
• Conducted root cause analysis to resolve vendor billing and customer fee discrepancy and led efforts to mitigate risk
• Built KPI dashboards with metrics using MS Excel, Tableau, and PowerPoint, appropriate to senior leadership preferences
• Identified new business requirements by analyzing market data, customer requirements, competitive offerings, and overall industry direction.
• Devised and deployed strategic positioning, brand strategies, and Bank Identification Management burn rate controls leading to 20% improved efficiency
Supply Chain Management, Sr Business Consultant
NYU Medical Center
New York, NY
06.2015 - 11.2016
- 2015-06 - 2016-11 Supply Chain Management, Sr Business Consultant
NYU Medical Center, New York, NY
• Collaborated with supply chain management and external stakeholders to reduce spending and avoid costs
• Addressed and standardized ad-hoc requests with customized solutions
• Analyzed $2B of purchase order data using Excel and SQL Server to identify trends and build key performance indicators and cost-benefit analysis
• Developed spending category strategies and created solutions to address ad-hoc requests
• Generated data models and fiscal impact analysis highlighting cost savings and areas of improvement
• Created dashboards to enhance managerial decision-making and aid in staff performance review
Data Management Senior Business Consultant
Angie's List
Remote
01.2015 - 05.2015
- Coordinated project to finesse data verification processes, with emphasis on quality assurance and data validation, with some metadata development
- Utilized Oracle SQL to automatically extract data and prepare reports and financial models in Excel
- Implemented document management solutions with primary focus on document control, distribution and knowledge management.
- Verified compliance with data retention requirements by managing document catalogues for long-term archival of data associated with contract closeouts.
Wealth Management Senior Business Consultant
Citibank
New York, NY
03.2014 - 12.2014
- Successfully reconciled contracts to billing systems and performed analysis to strengthen remediation and Anti-Money Laundering functions
- Conducted daily data validation and financial impact analysis using Excel and internal data systems
- Regularly communicated with external parties to remediate issues of concern
- Structured workflow to maintain data integrity across custodian and business lines, resolving outstanding issue
- Recognized for excellence and leadership as Lead Quality Control Analyst and Logistical Coordinator
- Public Policy Polling, Data Reporting, Senior Business Consultant, Remote
Data Reporting, Senior Business Consultant
Public Policy Polling
Charlotte, NC
02.2012 - 12.2012
- Conducted assessments and counseled clients regarding controls, risks, process issues and productivity inefficiencies
- Analyzed and interpreted data to determine any problems or areas that need improvement
- Structured data quality assurance analysis and reporting processes
- Identified requirements for data feed processes to facilitate project growth and avoid setbacks
Product Management Senior Business Consultant
DreamBuilder Investments
New York, NY
05.2011 - 11.2011
- Helped risk avoidance and enhanced exit management strategies by structuring the data validation process for pre- and post-trade projects
- Created standard resolution processes for case study issues in conjunction with senior management and external partners
- Managed relationships with service vendors to ensure accurate and timely product management
- Implemented processes to monitor, report, and reward performance on KPIs by mortgage document vendors
Education
Virginia Tech University
Blacksburg, VAUnited States Army
Skills
Business Consulting
Business Requirements
MS Excel
Functional Requirements Documentation
Epic/User Stories
Rapid visualization
Data operations abilities
Complex data transformations
Problem-Solving
Quality Assurance Testing
Agile Methodology
Azure DevOps
SQL Queries
Power BI
Tableau
Technical team interactions
Procedure updating
Process change management
Competitive analysis
Gap analysis
Affiliations
The International Institute of Business Analysis
The Project Management Institute
The American Communication Association
International Association of Innovation Professionals
Bayonne, NJ Chamber of Commerce
The Long Island City Partnership
Timeline
Realty Management Solutions Senior Business Consultant
RealPage
07.2022 - 02.2023
Oversight Data Quality Assurance Senior Business Consultant
New York City Housing Authority, Hybrid
01.2021 - 05.2022
Ratings Tool Management Senior Business Consultant
Moody's Investment Services
03.2020 - 06.2020
Wealth Management Senior Business Consultant
Morgan Stanley
03.2019 - 12.2019
Client On Boarding, Senior Business Consultant
JP Morgan Chase
11.2017 - 09.2018
BIN Management Senior Business Consultant
Mastercard
05.2017 - 10.2017
Supply Chain Management, Sr Business Consultant
NYU Medical Center
06.2015 - 11.2016
Data Management Senior Business Consultant
Angie's List
01.2015 - 05.2015
Wealth Management Senior Business Consultant
Citibank
03.2014 - 12.2014
Data Reporting, Senior Business Consultant
Public Policy Polling
02.2012 - 12.2012
Product Management Senior Business Consultant
DreamBuilder Investments
05.2011 - 11.2011
Virginia Tech University
United States Army