Peter Grace

I have worked in Financial Services for over 20 years with extensive experience in Systems, Compliance, Operations, Relationship Management, and Project Management. I have managed teams of Fidelity associates in various capacities and have developed a strong brand of professionalism and dedication. I have full life cycle experience from project initiation through component and system retirement. I am successful as a team leader or as an individual contributor while collaborating with business and IT teams.

Peter Grace
pcg at acm dot org

Peter Grace’s Specialties:

System analysis, Business Intelligence and project management.
Oracle PL/SQL, Hyperion Intelligence, Linux, Database development, and business reengineering with the Pegasystem Business Process management system.

Peter Grace’s Experience

Senior Associate - Projects

Cognizant Technology Solutions

(Public Company; CTSH; Information Technology and Services industry)

November 2008 — Present (1 year 1 month)

I'm working on the HealthNet Applications Outsourcing project.

Just successfully completed our SB853 project to become compliant with California law. Next is SB1168 and Michele's Law.
Sr. System Analyst

Health Net, Woodland Hills CA

(Public Company; HNT; Insurance industry)

February 2006 — September 2009 (3 years 8 months)

Managed requirements analysis, system and functional design for Small Group Compensation project partnered with Compensation Technologies Inc.
Lead System Analyst for Care Management Opportunities incorporating partnerships with Paradigm Health and MEDai to address care improvement opportunities for top 15 health care issues.
Project manager and system analysis for automation of Blue Cross/Blue Shield Instil Fulfillment project from inception through design, testing, and implementation.
Designed system and systems testing of print fulfillment for Oregon Medicare insourcing of 20K new clients.
Requirements and design for new workflow to gather additional medical information for California Claims submissions.
Business System design, functional design, and detailed design review for Medicare Automation migration to Extreme Dialogue incorporating Audit GUI and 88 letters.
Coordination and project support for rehosting of Application server from Chatsworth to Rancho Cordova
Sr. Programmer System Analyst

Amgen, Thousand Oaks CA

(Public Company; 10,001 or more employees; AMGN; Biotechnology industry)

August 2004 — November 2005 (1 year 4 months)

Workforce management team lead - working with the business to allocate work among the development team.
Responsible for application support of Unix base Hyperion Intelligence server.
Presentation of recommended strategy to maintain Hyperion Intelligence product via effective upgrade planning, conversion and implementation.
Cognos ReportNet development and implementation including Framework Manager and Report Studio for projects including APECS and Capacity Management Initiative.
Business Analyst and EIS Developer for Capacity Management Initiative using Hyperion Intelligence (Brio Designer) and Javascript/VBA.
Support of Global Safety Data Warehouse using Informatica Powercenter 7.
Camp Director

Boy Scouts of America

(Non-Profit; 11-50 employees; Non-Profit Organization Management industry)

January 2005 — July 2005 (7 months)

As Camp Director for a week long Cub Scout Day Camp, I recruited den leaders and oversaw the operation of the day camp serving 250 youth. Through the work of the Program Director and I as well as our many volunteers, we achieved the highest level of National Standards Certification.
Survellance Analyst / Compliance

Fidelity Investments, Boston MA

(Privately Held; 10,001 or more employees; Financial Services industry)

December 2003 — August 2004 (9 months)

Responsible for management of Actimize guidance alert testing, development of guidance reporting, regulatory examination support, development of system specifications, coding and testing of regulatory examination, sales practice complaint and annuity sales databases.

· Lead Development of ETL and Hyperion reports to integrate Peoplesoft, Guidance and Trade data for trade and alert analysis.
· Developed specifications for regulatory exam database targeted for Documentum implementation.
· Designed and built Access/VBA database for Annuity Sales Supervision
· Shell scripting to monitor ETL and move data between systems.
RACES Officer

City of Somerville, Massachusetts

(Non-Profit; 1-10 employees; Public Safety industry)

January 2000 — June 2004 (4 years 6 months)

Radio Amateur Civic Emergency Services Officer, Somerville Massachusetts. Volunteer Position.
Consultant

Liberty Mutual Group, Portsmouth NH

(Public Company; 10,001 or more employees; Insurance industry)

September 2003 — December 2003 (4 months)

System analyst leading reporting conversion from Vantive to Peoplesoft using Oracle, Brio Enterprise, MS SQL server, and DB2 skills.

· Lead analysis, training, documentation, coding and sharing experience with the team to facilitate the transition from the Vantive CRM to the Peoplesoft CRM data warehouse.
· Defined requirements for and coded Brio EIS frameworks in JavaScript.
· Implemented new EIS frontends adding additional functionality to CRM Brio reports.
· Documented and trained team on efficient conversion of Brio reports.
· Recoded RISKTRAC reports in DB2 environment to accommodate data changes.
Sr. System Analyst

Fidelity Investments, Boston MA

(Privately Held; 10,001 or more employees; FMR; Financial Services industry)

November 2000 — August 2002 (1 year 10 months)

Responsible for administration, workflow configuration, and reporting on Enterprise wide PegaSystem® CRM system.

Led PegaSystem® system administration and development for more than 7000 users and 700 teams or departments sharing expertise to leverage advanced functionality to support diverse operational and phone center needs. Enterprise Reporting with PegaSystem ReportWriter and Hyperion Intelligence/Brio Intelligence and SQR projects including retail tax reporting. Data Modeling of tax data extraction.
Lead Project Manager implementation of CRM solution for 5000 user multidivisional workflow base to achieve long held goal for enterprise.
Designed and implemented SOA producer interface.
Design and development of materialized views, tables, functions and stored procedures to facilitate retail reporting operations using Oracle 9i DML, DDL, and PL/SQL.

Director for Retail Tax Reporting – led production of tax reporting for customers including requirements, design, and audit.
Project Manager / System Analyst

Fidelity Investments, Boston MA

(Privately Held; 10,001 or more employees; FMR; Financial Services industry)

November 1990 — December 1999 (9 years 2 months)

Responsible for administration, workflow configuration, and reporting on Enterprise wide PegaSystem® CRM system.

· Led PegaSystem® system administration and development for more than 7000 users and 700 teams or departments sharing expertise to leverage advanced functionality to support diverse operational and phone center needs. Enterprise Reporting with PegaSystem ReportWriter and Brio SQR projects including retail tax reporting. Data Modeling of tax data extraction.
· Lead implementation of in-house CRM solution for 5000 user multidivisional workflow base to achieve chairman’s long held goal for enterprise.
· Responsible for production support of 7x24 legacy and client server CRM applications including testing resulting in cohesive support and single point of contact for back office operational areas.
· Director for Retail Tax Reporting – led production of tax reporting for customers including requirements, design, and audit.
Director

Fidelity Investments, Boston MA

(Privately Held; FMR; Financial Services industry)

November 1986 — November 1990 (4 years 1 month)

I've managed Tax Reporting, Customer Service, and business reengineering for Fidelity. I worked with the business to move from paper based to an enterprise business process management system. I've also managed enterprise reporting for Fidelity. I started in the Office of the President managing relationships with high net worth customers and created a group to support Fidelity's branch distribution network. I succeeded in many retail areas of Fidelity during my career before moving into the Systems group at Fidelity.
Accounting Supervisor

Shawmut Bank, Boston MA

(Public Company; 1001-5000 employees; Banking industry)

September 1984 — October 1986 (2 years 2 months)

Responsible for reconciliation of redemptions against accounts of custody mutual fund companies. Research of exceptions. Interfacing with client companies and internal departments. Manged monthly statement process for large client.

Peter Grace’s Education

University of California, Los Angeles

Project Management 2007 — 2007

I took this class to update my skills in Project management. I aced the course.

Activities and Societies:

Project Management, Extension School, April 2007
University of California, Los Angeles

System Analysis 2006 — 2006

I take extension courses when available to learn what's new in my interests.

Activities and Societies:

May 2006 Extension School - System Analysis
University of Massachusetts, Amherst

Biochemistry , Chemistry, Biology, Computer Science , 1979 — 1983

Activities and Societies:

Science Fiction Society, Sigma Alpha Mu
Thayer Academy

1969 — 1979

Additional Information

Peter Grace’s Interests:

Amateur Radio, Scouting, Science Fiction, SCA

Peter Grace’s Groups:

Boy Scouts of America (BSA),
American Radio Relay League (ARRL),
Association for Computing Machinery (ACM),
Simi Valley Settlers ARC,
Boston Minuteman Council BSA,
Ventura County Council BSA.
Appalachian Mountain Club (AMC),
Boston Computer Society (BCS),
New England Science Fiction Association (NESFA),
World Science Fiction Society (WSFS),
WIND East
Sigma Alpha Mu