Description
End-to-end expertise installing, configuring, implementing, and maintaining SAS Enterprise BI.
Stephen Overton Resume Page 1 of 4
Stephen Overton, CAMS
39 FIELDSTONE DR
HOLLY SPRINGS, NC 27540
[email protected]
(919) 341-9667
Overview
With 8 years of experience working with SAS solutions, Stephen is the Director of
Financial Solutions at Zencos Consulting, based in Cary, North Carolina. He leads a
consulting practice focused specifically on the banking and financial services sector.
Stephen develops solutions around fraud, financial crime, and compliance, as well as
data integration, data architecture design, ETL processing, OLAP technology, system
architecture, BI dashboards, reporting and analytics.
Career Highlights:
? End-to-end expertise installing, configuring, implementing, and maintaining SAS
Enterprise BI, Data Integration, and Visual Analytics reporting solutions as well as
the industry-specific SAS Financial Crime Suite including Anti-Money Laundering
and Enterprise Case Management solutions
? Combined expertise in the development of effective data infrastructure, ETL
processing, data warehouse, data modeling, and business intelligence reporting
and dashboards
? Combined experiences both on the technical side and business side of information
technology and software design
? Received Best Contributed Paper Award in the Applied Business Intelligence
section three consecutive years at SAS Global Forum 2011, 2012, and 2013
? Developed information systems and software solutions with multiple banks ranked
in the top 50 in terms of assets greater than $10 billion
? Developed a robust financial crime reporting solution in both SAS Enterprise BI and
SAS Visual Analytics centered around the SAS Financial Crime Suite
Industries Served: Telecommunications, Utilities, Financial Services, Financial Crime,
Banking
Professional Skills & Abilities
Fraud & Financial Crime
? Developed reporting and analytical solutions built on the SAS Anti-Money
Laundering and Enterprise Case Management solutions
? Developed ETL processes to automatically create, assign, and route investigations
to the proper business workflow
? Developed process to strategically assign AML alert investigations based on
multiple business rules and priorities
? Developed historical conversion processes to migrate existing operational data into
SAS Anti-Money Laundering and Enterprise Case Management solutions
? Develop enrichment processes to enhance AML alert scenarios
? Provided knowledge transfer training sessions on platform administration tasks
centered around the SAS Financial Crime Suite
Skills Summary
? SAS EBI/EDI/VA
~ SAS Visual Analytics
~ SAS Visual Statistics
~ SAS Visual Scenario
Designer
~ Information Map Studio
~ Data Integration Studio
~ DataFlux Data
Management Studio
~ OLAP Studio
~ Web Report Studio
~ BI Dashboard
~ Enterprise Guide
~ Management Console
~ Stored Processes
~ Prompt Framework
~ MS Office Add-In
~ SAS Info Delivery Portal
? OLAP/MDX
? Data Warehouse/Mart
Design
? ETL Processing
? Base SAS
? SAS Macros
? SAS Metadata
? SAS AML/ECM
? MS Office Suite
? ER Studio
? ERwin
? Linux/UNIX
? Windows XP/7/2008
? Oracle, Postgres, DB2,
MS SQL Server
Certifications
? Certified Anti-Money
Laundering Specialist
(CAMS)
? SAS BI Content
Developer, May 2010
? SAS Platform
Administrator, Dec 2012
? SAS Certified Business
Analyst
? Six Sigma Black Belt, Oct
2007
? NC Engineer in Training
(EIT) licensure, Dec 2006
Stephen Overton Resume Page 2 of 4
? Provided knowledge transfer training sessions around case creation, IEM, and alert
assignment ETL processes behind SAS Enterprise Case Management
SAS Business Intelligence
? Developed web-based reports, scorecards, and dashboards using SAS Information
Delivery Portal, Web Report Studio, BI Dashboard, Stored Processes, and SAS
Server pages
? Developed reports and explorations in SAS Visual Analytics
? Developed methods to streamline analysis and present business critical
information through a combination of SAS BI dashboards and web-based reporting
? Developed a stored process to selectively import users from MS Active Directory to
SAS Metadata (published at SAS Global Forum 2012)
? Developed custom themes for the SAS Information Delivery portal for corporate
branding
? Developed ad-hoc reports using Base SAS and Enterprise Guide
Data Architecture/ETL Processing
? Designed data warehouses, detailed data stores (DDS), and reporting data marts
using relational and dimensional modeling techniques for utility, healthcare,
telecommunication, and financial service companies
? Utilized slowly changing dimensions to track changes over time
? Developed star schemas for effective reporting on high volumes of data
? Developed a method to centrally manage Change, Data, Capture (CDC) processing
(published at SAS Global Forum 2012)
? Designed and developed Extract, Transform, Load (ETL) processes using Base SAS,
Data Integration Studio, and DataFlux Data Management Studio to populate Data
Warehouses and Reporting Data Marts
Platform Administration
? Assess, plan, install and configure SAS solutions including the SAS Financial Crime
Suite, SAS Strategy Management, SAS Visual Analytics, SAS Enterprise BI Server,
SAS Enterprise Data Integration Server
? Design and implement robust security framework to support a large and complex
user base
OLAP Technology
? Utilized OLAP cubes to report large volumes of data, provide hierarchical drill
downs, and slice and dice capabilities
? Developed custom MDX measures, members, and sets to provide dynamic result
sets which enables flexible reporting
? Co-authored a paper at SAS Global Forum 2011 on useful MDX techniques to build
robust OLAP cubes
? Pioneered a “divide and conquer” method to build OLAP cubes from high volumes
of complex data (published at SAS Global Forum 2012)
? Tuned OLAP cubes using aggregation tables
Communications
? Strong communication skills with ability to present technical concepts to non-
technical team members
? Provided knowledge transfer training sessions on reporting solutions developed
using SAS EBI
Stephen Overton Resume Page 3 of 4
? Worked with organizations to develop proposals, gather requirements, establish
needs, and produce design documentation
? Conducted demonstrations and presented group recommendations to business
and information systems management
Management
? Provided technical leadership related to EBI project discovery, definition, design,
development, implementation and general maintenance of the SAS EBI/EDI
environment
Business Development
? Partnered with SAS Institute to successfully sell SAS Visual Analytics, SAS Financial
Crime Suite, and SAS Office Analytics solutions
? Designed, developed, and maintained website and blog to increase online
presence and drive organic growth
Employment History
? Director of Financial Solutions, Zencos Consulting, Raleigh, NC, July 2014 – Present
? Owner & Consultant, Overton Technologies, Raleigh, NC, May 2012 – July 2014
? SAS Consultant, Zencos Consulting, Cary, NC, May 2011 – May 2012
? SAS BI Developer, Genworth Financial, Raleigh, NC, Mar 2010 – May 2011
? Business Intelligence Analyst, Connexion Technologies, Cary, NC, May 2008 – Mar
2010
? Process Engineering Manager, Connexion Technologies, Cary, NC, Dec 2006 – May
2008
Publications
? Paper 2960-2015: Lasso Your Business Users by Designing Information Pathways to
Optimize Standardized Reporting in SAS Visual Analytics, SAS Global Forum 2015
? Paper 3323-2015: Visualizing Relationships and Connections in Complex Data Using
Network Diagrams in SAS Visual Analytics, SAS Global Forum 2015
? Paper 1318-2014: Secure SAS OLAP Cubes with Top Secret Permissions, SAS Global
Forum 2014
? Solve Complex Business Challenges by Leveraging Advanced OLAP Cube Techniques
and MDX Programming, Western Users of SAS Software 2013
? Paper 047-2013: Escape from Big Data Restrictions by Leveraging Advanced OLAP
Cube Techniques (Best Contributed Paper Award), SAS Global Forum 2013
? Lost in Space? Methodology for a Guided Drill-Through Analysis Out of the
Wormhole, Southeast SAS Users Group 2012
? Guide Users along Information Pathways and Surf through the Data, Western Users
of SAS Software 2012
? Paper 020-2012: Lost in Wonderland? Methodology for a Guided Drill-Through
Analysis Out of the Rabbit Hole (Best Contributed Paper Award), SAS Global Forum
2012
? Paper 112-2012: Developing a Flexible ETL Process to Let SAS® Capture Data
Changes Efficiently in a Data Warehouse and Clean Up the Mess, SAS Global Forum
Stephen Overton Resume Page 4 of 4
2012
? Paper 377-2012: Automagically Herding 101 SAS® Users from Microsoft Active
Directory to SAS Metadata, SAS Global Forum 2012
? Paper 431-2012: 10,000 Leagues of Data... Divide and Conquer OLAP Cubes: Best
Practices for High Volumes of Data, SAS Global Forum 2012
? Paper 433-2011: Measures, Members, and Sets, Oh My! Advanced OLAP
Techniques (Best Contributed Paper Award), SAS Global Forum 2011
Education & Training
? Certified Anti-Money Laundering Specialist, October 2015
? SAS Certified Visual Business Analyst: Exploration and Design Using SAS Visual
Analytics, March 2015
? SAS Visual Scenario Designer Boot Camp Training, August 2014
? SAS Certified Platform Administrator for SAS 9, December 2012
? DataFlux Data Management Studio Basic & Advanced Training, May 2011
? SAS Macro Language 2: Developing Macro Applications, March 2011
? SAS Certified BI Content Developer for SAS 9, May 2010
? Informatica PowerCenter 8.x/9.0 Level I Developer, May 2010
? Data Warehouse and Business Intelligence Modeling, November 2009
? Working with Slowly Changing Dimensions, September 2009
? Using SAS Web Report Studio for Thin-Client Reporting, August 2009
? SAS BI Dashboard: Developing and Using Dashboards, June 2009
? SAS Programming 1: Essentials, March 2009
? Querying and Reporting with Enterprise Guide, February 2009
? SAS 9 Data Integration Fast Track, February 2009
? Overview of Business Intelligence and Data Integration, November 2008
? BS, Industrial & Systems Engineering, North Carolina State University, Raleigh,
NC, December 2006
doc_211992572.pdf
End-to-end expertise installing, configuring, implementing, and maintaining SAS Enterprise BI.
Stephen Overton Resume Page 1 of 4
Stephen Overton, CAMS
39 FIELDSTONE DR
HOLLY SPRINGS, NC 27540
[email protected]
(919) 341-9667
Overview
With 8 years of experience working with SAS solutions, Stephen is the Director of
Financial Solutions at Zencos Consulting, based in Cary, North Carolina. He leads a
consulting practice focused specifically on the banking and financial services sector.
Stephen develops solutions around fraud, financial crime, and compliance, as well as
data integration, data architecture design, ETL processing, OLAP technology, system
architecture, BI dashboards, reporting and analytics.
Career Highlights:
? End-to-end expertise installing, configuring, implementing, and maintaining SAS
Enterprise BI, Data Integration, and Visual Analytics reporting solutions as well as
the industry-specific SAS Financial Crime Suite including Anti-Money Laundering
and Enterprise Case Management solutions
? Combined expertise in the development of effective data infrastructure, ETL
processing, data warehouse, data modeling, and business intelligence reporting
and dashboards
? Combined experiences both on the technical side and business side of information
technology and software design
? Received Best Contributed Paper Award in the Applied Business Intelligence
section three consecutive years at SAS Global Forum 2011, 2012, and 2013
? Developed information systems and software solutions with multiple banks ranked
in the top 50 in terms of assets greater than $10 billion
? Developed a robust financial crime reporting solution in both SAS Enterprise BI and
SAS Visual Analytics centered around the SAS Financial Crime Suite
Industries Served: Telecommunications, Utilities, Financial Services, Financial Crime,
Banking
Professional Skills & Abilities
Fraud & Financial Crime
? Developed reporting and analytical solutions built on the SAS Anti-Money
Laundering and Enterprise Case Management solutions
? Developed ETL processes to automatically create, assign, and route investigations
to the proper business workflow
? Developed process to strategically assign AML alert investigations based on
multiple business rules and priorities
? Developed historical conversion processes to migrate existing operational data into
SAS Anti-Money Laundering and Enterprise Case Management solutions
? Develop enrichment processes to enhance AML alert scenarios
? Provided knowledge transfer training sessions on platform administration tasks
centered around the SAS Financial Crime Suite
Skills Summary
? SAS EBI/EDI/VA
~ SAS Visual Analytics
~ SAS Visual Statistics
~ SAS Visual Scenario
Designer
~ Information Map Studio
~ Data Integration Studio
~ DataFlux Data
Management Studio
~ OLAP Studio
~ Web Report Studio
~ BI Dashboard
~ Enterprise Guide
~ Management Console
~ Stored Processes
~ Prompt Framework
~ MS Office Add-In
~ SAS Info Delivery Portal
? OLAP/MDX
? Data Warehouse/Mart
Design
? ETL Processing
? Base SAS
? SAS Macros
? SAS Metadata
? SAS AML/ECM
? MS Office Suite
? ER Studio
? ERwin
? Linux/UNIX
? Windows XP/7/2008
? Oracle, Postgres, DB2,
MS SQL Server
Certifications
? Certified Anti-Money
Laundering Specialist
(CAMS)
? SAS BI Content
Developer, May 2010
? SAS Platform
Administrator, Dec 2012
? SAS Certified Business
Analyst
? Six Sigma Black Belt, Oct
2007
? NC Engineer in Training
(EIT) licensure, Dec 2006
Stephen Overton Resume Page 2 of 4
? Provided knowledge transfer training sessions around case creation, IEM, and alert
assignment ETL processes behind SAS Enterprise Case Management
SAS Business Intelligence
? Developed web-based reports, scorecards, and dashboards using SAS Information
Delivery Portal, Web Report Studio, BI Dashboard, Stored Processes, and SAS
Server pages
? Developed reports and explorations in SAS Visual Analytics
? Developed methods to streamline analysis and present business critical
information through a combination of SAS BI dashboards and web-based reporting
? Developed a stored process to selectively import users from MS Active Directory to
SAS Metadata (published at SAS Global Forum 2012)
? Developed custom themes for the SAS Information Delivery portal for corporate
branding
? Developed ad-hoc reports using Base SAS and Enterprise Guide
Data Architecture/ETL Processing
? Designed data warehouses, detailed data stores (DDS), and reporting data marts
using relational and dimensional modeling techniques for utility, healthcare,
telecommunication, and financial service companies
? Utilized slowly changing dimensions to track changes over time
? Developed star schemas for effective reporting on high volumes of data
? Developed a method to centrally manage Change, Data, Capture (CDC) processing
(published at SAS Global Forum 2012)
? Designed and developed Extract, Transform, Load (ETL) processes using Base SAS,
Data Integration Studio, and DataFlux Data Management Studio to populate Data
Warehouses and Reporting Data Marts
Platform Administration
? Assess, plan, install and configure SAS solutions including the SAS Financial Crime
Suite, SAS Strategy Management, SAS Visual Analytics, SAS Enterprise BI Server,
SAS Enterprise Data Integration Server
? Design and implement robust security framework to support a large and complex
user base
OLAP Technology
? Utilized OLAP cubes to report large volumes of data, provide hierarchical drill
downs, and slice and dice capabilities
? Developed custom MDX measures, members, and sets to provide dynamic result
sets which enables flexible reporting
? Co-authored a paper at SAS Global Forum 2011 on useful MDX techniques to build
robust OLAP cubes
? Pioneered a “divide and conquer” method to build OLAP cubes from high volumes
of complex data (published at SAS Global Forum 2012)
? Tuned OLAP cubes using aggregation tables
Communications
? Strong communication skills with ability to present technical concepts to non-
technical team members
? Provided knowledge transfer training sessions on reporting solutions developed
using SAS EBI
Stephen Overton Resume Page 3 of 4
? Worked with organizations to develop proposals, gather requirements, establish
needs, and produce design documentation
? Conducted demonstrations and presented group recommendations to business
and information systems management
Management
? Provided technical leadership related to EBI project discovery, definition, design,
development, implementation and general maintenance of the SAS EBI/EDI
environment
Business Development
? Partnered with SAS Institute to successfully sell SAS Visual Analytics, SAS Financial
Crime Suite, and SAS Office Analytics solutions
? Designed, developed, and maintained website and blog to increase online
presence and drive organic growth
Employment History
? Director of Financial Solutions, Zencos Consulting, Raleigh, NC, July 2014 – Present
? Owner & Consultant, Overton Technologies, Raleigh, NC, May 2012 – July 2014
? SAS Consultant, Zencos Consulting, Cary, NC, May 2011 – May 2012
? SAS BI Developer, Genworth Financial, Raleigh, NC, Mar 2010 – May 2011
? Business Intelligence Analyst, Connexion Technologies, Cary, NC, May 2008 – Mar
2010
? Process Engineering Manager, Connexion Technologies, Cary, NC, Dec 2006 – May
2008
Publications
? Paper 2960-2015: Lasso Your Business Users by Designing Information Pathways to
Optimize Standardized Reporting in SAS Visual Analytics, SAS Global Forum 2015
? Paper 3323-2015: Visualizing Relationships and Connections in Complex Data Using
Network Diagrams in SAS Visual Analytics, SAS Global Forum 2015
? Paper 1318-2014: Secure SAS OLAP Cubes with Top Secret Permissions, SAS Global
Forum 2014
? Solve Complex Business Challenges by Leveraging Advanced OLAP Cube Techniques
and MDX Programming, Western Users of SAS Software 2013
? Paper 047-2013: Escape from Big Data Restrictions by Leveraging Advanced OLAP
Cube Techniques (Best Contributed Paper Award), SAS Global Forum 2013
? Lost in Space? Methodology for a Guided Drill-Through Analysis Out of the
Wormhole, Southeast SAS Users Group 2012
? Guide Users along Information Pathways and Surf through the Data, Western Users
of SAS Software 2012
? Paper 020-2012: Lost in Wonderland? Methodology for a Guided Drill-Through
Analysis Out of the Rabbit Hole (Best Contributed Paper Award), SAS Global Forum
2012
? Paper 112-2012: Developing a Flexible ETL Process to Let SAS® Capture Data
Changes Efficiently in a Data Warehouse and Clean Up the Mess, SAS Global Forum
Stephen Overton Resume Page 4 of 4
2012
? Paper 377-2012: Automagically Herding 101 SAS® Users from Microsoft Active
Directory to SAS Metadata, SAS Global Forum 2012
? Paper 431-2012: 10,000 Leagues of Data... Divide and Conquer OLAP Cubes: Best
Practices for High Volumes of Data, SAS Global Forum 2012
? Paper 433-2011: Measures, Members, and Sets, Oh My! Advanced OLAP
Techniques (Best Contributed Paper Award), SAS Global Forum 2011
Education & Training
? Certified Anti-Money Laundering Specialist, October 2015
? SAS Certified Visual Business Analyst: Exploration and Design Using SAS Visual
Analytics, March 2015
? SAS Visual Scenario Designer Boot Camp Training, August 2014
? SAS Certified Platform Administrator for SAS 9, December 2012
? DataFlux Data Management Studio Basic & Advanced Training, May 2011
? SAS Macro Language 2: Developing Macro Applications, March 2011
? SAS Certified BI Content Developer for SAS 9, May 2010
? Informatica PowerCenter 8.x/9.0 Level I Developer, May 2010
? Data Warehouse and Business Intelligence Modeling, November 2009
? Working with Slowly Changing Dimensions, September 2009
? Using SAS Web Report Studio for Thin-Client Reporting, August 2009
? SAS BI Dashboard: Developing and Using Dashboards, June 2009
? SAS Programming 1: Essentials, March 2009
? Querying and Reporting with Enterprise Guide, February 2009
? SAS 9 Data Integration Fast Track, February 2009
? Overview of Business Intelligence and Data Integration, November 2008
? BS, Industrial & Systems Engineering, North Carolina State University, Raleigh,
NC, December 2006
doc_211992572.pdf