Marc A. Rosen

Supported the TD DaaS organization through the

• Manage and directed data analysis and requirements collections activities of multiple Data Designers and Data Engineers
• Recognized SME with respect to integrations with ACBS and SHAW
• Mentor junior resources from both the client (FTE) and various supporting contractors (multiple vendors) in execution of data analysis, data lineage and requirement collection activities.
• Lead impact analysis, data lineage, requirements/solution definition, and test coordination activities across multiple projects (e.g. ACBS Optimization, Project 1071, ESG, TDAF, TDBNA Reporting) and product lines (e.g. Commercial, Retail, Auto Finance, Credit Risk, Treasury Reporting)
• Lead DaaS impact assessment and requirement development efforts all Phases of the ACBS Optimization effort. Coordinated DaaS related test planning and test support activities between DaaS platforms (i.e. Azure, RRDW, BLDM) and partner teams ( i.e. ACBS, IFRS, OREO, Loan Accounting, Credit RIsk, MRE, MLEX, etc.)
• Utilize SQL and Alteryx in multiple projects to reconcile data between multiple systems (i.e. BLDM vs RRDW, RRDW vs HEM)
• Develop data lineages of Critical Data Elements (CDEs) for multiple projects across multiple product lines (i.e. Commercial, Retail, Auto FInance)
• Assisted in the development and execution of a parameter based Alteryx solution to compare selected data between RRDW and BLDM as part of the Core Layer project
• Facilitate meetings between technical teams and business teams both internal and external (i.e. third party vendors) teams for the purposes of defining business/technical requirements.

• Provide services to small to midsize organizations across various aspects of the IT field including:
• Upgraded the membership administration software for a non-profit organization including vendor assessment, selection, cost/benefit analysis, contract negotiation, data conversion and acceptance testing
• Assessed and recommended cyber liability Insurance coverage options to small, non-profit organization
• Provide strategy assessment and consultation for an international technology firm

• Responsible for overall program oversight of a disability claims data mart consisting of both maintenance activities and new product enhancement management:
• Facilitated business requirements sessions with Groups Sales team and program developers to identify and define high-value customer requirements.
• Utilized business value-driven approach to manage enhancement prioritization across 10+ competing business organizations
• Reduced the turnaround time for request estimation by 75% by leveraging Agile inspired estimation methods
• Expeditiously assessed hardware requirements to meet increased business transaction forecasts due to COVID which allowed us to successfully upgrade environment and avoid predicted outages
• Managed multiple, simultaneous enhancement projects totaling roughly $2M+ including development of project plans and financial estimates using unit cost based estimation.
• Developed annual financial forecasts and reconciled monthly actuals for the $3M+ program.

• Operationalized numerous predictive analytical models into business solutions and processes across multiple insurance product lines (Disability, Dental, Property & Casualty, Retail Life):
• Conducted data profiling activities using both Informatica and Alteryx tools as part of the ETL process
• Defined and maintained data lineage documentation from source through predictive/AI model using Calibra
• Facilitated efforts to define operational business requirements and business process re-design with business SMEs and Data Science SMEs.
• Developed re-usable project plan templates for developing and implementing predictive models based on a combination of traditional SDLC and Agile methodologies.
• Coordinated activities of cross-team resources (i.e. data scientists, business operations, IT partner teams) to ensure ability of all teams to deliver their commitments on-time
• Defined the foundational end-to-end process and procedures for building and deploying predictive models in operations

• Successfully restored Group Business product division’s confidence in the IT organization:
• Detected business discovery sessions to identify new high-value, system product enhancements
• Coordinated both business and IT resources int he fulfillmentof UAT activities
• Performed root cause analysis on operational data issues utilizing Alteryx software
• Redefined program priorities to ensure continued critical support after budget reduction
• Returned program to agreed upon committed delivery SLA timelines within 48 hours
• Introduced transparency of program health and priorities through scheduled status communications with business operations, group sales and IT executive leadership
• Realigned IT staffing to ensure continued realization of contracted support levels in response to 66% reduction of project funding
• Increased issue resolution rate to 100% of contracted SLA from 75%

• Developed and implemented the strategy and conceptual business requirements for a Party centric solution as well as:
• Managed integration with customer facing Web presence to provide the most up-to-date view to customers.
• Designed and developed interface to provide constant consumer data updates from third party vendors.
• Oversaw the definition, development and implementation of a solution enabling the company to meet U.S. government regulation requirements surrounding deceased Parties
• Served as Party Centric consultant to partner team projects (IT and business) in order to enable them to build into the new corporate Party Centric vision.
• Developed RFIs/RFPs for data service vendors in support of multiple sub-projects designed to enhance data management services and data quality of underlying core system.

• Championed a data solution instrumental in shifting the corporation from a product to a customer centric enterprise:
• Organized and managed user acceptance testing activities across 20+ business organizations and 90+ systems.
• Advocated the strategic customer centric paradigm across multiple business initiatives

• Led teams in the development/enhancement of a paradigm changing, customer centric solution for Retail business (Life, Annuity, P&C) which all phases in the product lifecycle:
• BSA team responsible for defining data transmission and data transformation rules/requirements between upstream/downstream applications and the new solution platform
• Conducted data profiling activities utilizing SQL programming to assess quality
• Managed a cross-organizational team in the development and execution of data migration test plans to validate the migration of data to/from the solution platform.

• Business Systems Analyst responsible for current state analysis across multiple products as well as definition of program scope for an enterprise wide solution
• Developed processes and procedures for integrating new data sources and business processes into a centralized customer administrative solution
• Managed a multi-vendor team in the development of a multi-faceted SAP solution
• Implemented a SQL-Server solution to calculate reserve requirements for a commercial bank.