Joseph J. Grabowski
Detroit,MI
Summary
Have designed and implemented scalable business modeling utilizing IBM Planning Analytics (TM1) for over twelve years. Previously worked within a consulting space as a business owner and FTE to deliver full life cycle solutions solving unique business processes and requirements. More recently providing leadership to direct reports across ERP, Process Automation, Vulnerability Remediation, and Vendor Management.
Overview
17
17
years of professional experience
1
1
Certification
Work History
Sr. Application Development Manager
Genworth Financial
Detroit, MI
12.2022 - Current
- Team leadership across ERP, Automation, Server Vulnerability Remediation, and Microsoft Co-Pilot firm initiative
- Microsoft Co-Pilot “coach”/SME
- Lead project manager and development oversight of delivered upgrade from TM1 Perspectives to Planning Analytics for Excel
- Roadmap design to incorporate AI into firm financial planning and reporting processes
- Project planning and roadmap development for firm automation and finance modernization effort utilizing Power BI, Alteryx, and RPA in conjunction with IBM Planning Analytics
- Project lead for firm vulnerability remediation effort
- Responsible for all quarterly SOX documentation and reporting
- Budget responsibility for consulting, software expense, and people planning
Application Development Manager
Genworth Financial
Detroit, MI
11.2018 - 12.2022
- Lead architecture resource for TM1 across the infrastructure and application layer
- Completed technical upgrade of server side from TM1 10.2 to Planning Analytics 2.0.6
- Lead project manager and development oversight of upgrade from TM1 Perspectives to PAx
- Ongoing “Run The Shop” and business support of 13 Planning Analytics server instances
- Owner of 10 on premise Windows servers across Dev/Stg/Prd
- Responsible for all quarterly SOX documentation and reporting
Sr. Consultant
Application Consulting Group Inc.
Detroit, MI
08.2016 - 11.2018
- Implement full life cycle Cognos TM1 budget solutions based on recommended best practices
- Work with CTO to implement best practice server security protocols for on premise implementations
- Interface with IBM and client side technical teams to establish best practice security protocols for cloud based applications
- Development of end to end solution utilizing IBM Cloud infrastructure.
- Gather business requirements in collaboration with senior management and translate to technical design
- Communicate with senior management regarding progress of system build and budget
Partner/Consultant
RJC Consulting Inc.
Detroit, MI
07.2014 - 08.2016
- Implement full life cycle Cognos TM1 budget solutions based on recommended best practices including security
- Cultivate relationships with existing partner firms to promote our firm to be the first partner called for incremental TM1 consulting support
- Complete outbound calls to new partner firms to establish additional lines of referral business
- Trained in-house developers and end users on the design, maintenance, and use of deployed models
Director of Equities
Betcher Financial Group
Detroit, MI
03.2014 - 08.2014
- Presented analysis based on Morningstar research to recommend re-allocation of existing strategy or deployment into new strategy
- Met with new clients to establish an equities strategy as part of the overall planning process for their assets
- Generate referral business from existing clients to expand market capture
- Created and implemented overarching business model to incorporate additional equities business to drive recurring firm revenue
Investment Consultant
TD Ameritrade
Detroit, MI
03.2013 - 04.2014
- Maintain high activity goals day to day to hit firm targets based on current conversion rate and pipeline
- Utilize SalesKey to match communication style to client preferences
- Recommend investment solutions based on client needs analysis and objectives
- Relied on relationship building to generate sales and asset consolidation
- Request referral business from current top clients to expand business with TD
- Managed the third party advisor relationships for the office
Manager Sales and Business Development
PEAK6/OptionsHouse LLC
Chicago, IL
12.2008 - 03.2013
- Completed outbound calls to clients to gather assets into the firm
- Handled escalations from reps of high value clients to incentivize business activity with the firm
- Firm assets grown from 165mm to 1.8B as a result of sales team effort
- Moved into a macro sales role upstream where I used my experience with clients to drive partnerships with outside referral sources to increase overall client traffic to the firm
- Completed a monthly options basics webinar for new and existing clients
- Provided guidance on AML and KYC processes for new firm clients
Education
Bachelor of Arts - Economics
Western Michigan University College of Arts & Sciences
Skills
- Team management
- Application architecture
- Software design
- Business analysis
- Applications development
- Requirements analysis
Certification
- IBM Certified Developer IBM Planning Analytics Certifications Cognos TM1 10.1 Modeler and Administrator
- Former FINRA Series 24, 7, 4, 63 and 65 licenses. CRD #5341494.
Timeline
Sr. Application Development Manager
Genworth Financial
12.2022 - Current
Application Development Manager
Genworth Financial
11.2018 - 12.2022
Sr. Consultant
Application Consulting Group Inc.
08.2016 - 11.2018
Partner/Consultant
RJC Consulting Inc.
07.2014 - 08.2016
Director of Equities
Betcher Financial Group
03.2014 - 08.2014
Investment Consultant
TD Ameritrade
03.2013 - 04.2014
Manager Sales and Business Development
PEAK6/OptionsHouse LLC
12.2008 - 03.2013
Bachelor of Arts - Economics
Western Michigan University College of Arts & Sciences