Lawrence W. Sinclair

R e s u m e

 

OBJECTIVE

To provide key business insights and develop new business intelligence systems. To design and manage the development of new business information systems.

 

EXPERIENCE

9/2002 - 11/2002

client: Bank of America

Charlotte/NC

 

 

Business Intelligence Consultant - Six Sigma Market Share Project

 

 

* Provided statistical and database expertise to a team of Six Sigma Black Belt and Green Belt analysts tasked with making specific changes to Bank of America's consumer real estate mortgage market share.
* Provided advice to managers at the SVP and VP levels on valuation of acquisition targets, broker valuation, forecasting, effect measurement, competitor profitability assessment, and candidate factors affecting market share.
* Evaluated market share factors using decision trees, regression models, and data visualization tools.
* Created an analytic datamart and data subsets focused on market share analysis. Sourced from internal data, public data, and external vendor data.
* Created online datasets and Six Sigma process improvement reports to guide a national team of senior managers in their Black Belt and Green Belt certification process.

 

1/2002 - 7/2002

client: Intuit

Mountain View/CA

 

 

Business Intelligence Consultant - Data Mining and Predictive Modeling

 

 

* From several million existing customers, I identified the 20% who would generate 80% of direct channel sales.
* Created neural network, CART/CHAID decision trees, and logistic regression models predicting Quicken customer purchases.

 

7/2000 - 11/2001

client: Morgan Stanley

San Francisco/CA

 

 

Business Intelligence Consultant - Internet Customer Tracking

 

 

* Designed an end-to-end email and Internet campaign analysis and tracking system
* Assess and re-engineered their eSite clickstream capture and assessment technologies.
* Introduced new and enhanced technologies.
* Help implement their existing eSite solution.
* Technologies used include Sybase database, SAS, Brio reporting and analysis
tools, Boldfish, and Informatica data extraction, transformation and loading (ETL) tool

 

 

7/1999 - 4/2000

client: eToys, Inc.

Santa Monica, CA

 

 

Business Intelligence Consultant - Internet Customer Analytics

 

 

For client, the Customer Relationship Management (CRM) group at eToys:
* From webserver log files, produced an automated daily set of reports on the
clickstream performance of every major part of their web site in terms of visits, shopping events, and resulting sales. System was based on SAS software.
* Produced analysis of website search behavior.
* Produced various ad hoc analysis related to customer relationship management.
* Using Oracle SQL & PL/SQL, implemented a complex set of dynamic Microstrategies dimension tables and reports.

This work took place through a contract with The Stanyan Group, Inc.

 

 

7/1997 - Present

The Stanyan Group, Inc.

San Francisco/California

 

 

President/CEO

 

 

The Stanyan Group (TSG) is a supplier of data analysis services including
Customer Relationship Management (CRM), datawarehousing, statistical analysis, OLAP, web development. TSG has extensive experience studying customer characteristics and profitability in banking and the online financial
services industry. TSG also provides remote UNIX and Oracle database
development and administration services, Java and C++ and database application development.

A major part of TSG is its work with its Bangalore, India-based enterprise member company, Sinclair Edge Technologies Pvt. Ltd. Working with this company and its team of programmers helps TSG deliver exceptional skills to its clients.

TSG and Sinclair Edge have also worked to develop internal technology ventures. These include:

1. mGenie. This eCommerce-enabled, distributed centrally controlled peer-to-peer music and video distribution system was designed and managed by L.Sinclair. Technologies used include CORBA, Java, Oracle, and MS Visual C++.

2. A clickstream Analysis system. This SAS-based clickstream analysis system is capable of processing a million hits of web data in 100 seconds. The data is placed in a highly structured database designed for rapid analysis and integration with a customer datawarehouse. This venture began in September 2000 and is ready for implementation at a client's site, or to be provided as an ASP service that includes ongoing data loading, integration and reporting.

 

 

7/1997 - 4/1999

client: Wells Fargo Bank

San Francisco

 

 

Business Intelligence Consultant - Internet Customer Analytics

 

 

For client, Wells Fargo Bank Online Financial Services (July 1997 - April 1999):
* Implemented their only customer profitability model -- used for regular
reporting and for studying various segments of their customer base
* Helped develop logistic regression models to prospect for new customers
and cross-sell new products to existing customers;
* Produced studies of customer transaction behavior, balance growth,
and attrition over time, and including methods to identify the source
of behavioral differences.
* Estimated the advertising cost to acquire new customers.
* Assisted in the development, evaluation, and application of data mining
solutions from SAS, NeoVista, and Silicon Graphics.

This work took place through a contract with The Stanyan Group, Inc.

 

 

3/1997 - 6/1997

client: SBC Pacific Bell

San Ramon/California

 

 

Business Intelligence Consultant - Financial Datawarehouse Maintenance

 

 

This contract involves providing programming, technical and analytic
support during the introduction of SAS as a tool for the development
of an "activity based costing" database at Pacific Bell. The database
is being developed to generate an ongoing activity based measure of
profitability from various accounting sources associated with Pacific
Telesis' $24 billion in revenue.

Implementation of this database is particularly important given the
April 1 merger between Pacific Telesis and SBC Communications.

My primary platform for work is SAS version 6.12 and Oracle 7.3 under
HP-UX Unix on an HP-9000 and Oracle 7.3 on Intel-based Windows NT 4.0.
I also work in an IBM MVS TSO mainframe environment to retrieve data.
Primary tools in SAS include macros, Base and SQL procedures. Primary
tools in Oracle are SQLPLUS based SQL select, create and copy. MVS work
involves JCL modification through ISPF.

 

 

9/1996 - 2/1997

client: Wells Fargo Bank

San Francisco/California

 

 

Business Intelligence Consultant - Financial Datawarehouse Development

 

 

I created a large profitability data warehouse using SAS and Oracle.
My programs performed detailed revenue and expense calculations and
data extractions for the tens of millions of accounts that make up
Wells Fargo's major product lines. These included checking and savings
accounts, credit cards, mutual funds, time deposits, and equity lines.
A special module calculated costs due to transactions, such as ATM
withdrawals. Profitability, as defined by Bank business rules,
was calculated based on the customer's characteristics and behavior
as identified by the SAS programs.

On a DEC Alpha running UNIX, my SAS 6.11 programs performed SQL
extractions from an Oracle 7.3 database and read flat files containing
data and parameters. Programs could be submitted to the UNIX machine
remotely from a Microsoft Windows client using SAS Connect, SAS AF
and Screen Control Language based interfaces. Audit reports on
individual accounts with transaction lists and detailed Income
Statements were generated using NULL data steps and the SAS Reports
module.

 

 

5/1996 - 7/1996

client: Wells Fargo Bank

San Francisco/California

 

 

SAS Database Programmer/Analyst

 

 

For the Business Banking Group:
Using SAS 6.07 under HP Unix, and SQL-based extractions from an
Oracle 7 database, I developed a cross-sectional time-series SAS
database of individual business loans associated with Wells
Fargo Bank's automated Credit Decisioning System. The database
allows analysis of loan performance by factors such as region,
industry, credit product, and lending officer. To aid database
quality assurance, and for future projects, I developed routines
for matching, verifying, and searching for records based on the
names of businesses and individuals. I also produced a monthly
internal tabulation report on the Credit Decisioning System.

 

 

7/1994 - 7/1997

Psyrix Corporation

Ottawa/Canada & San Francisco/California

 

 

President/CEO

 

 

Developed a prototype computer system called the "Web Spider".
The Spider is a low cost, television-based, Internet browser
which integrates with the home entertainment system.

Introduced and managed HelpNet, the world's largest online psychology
and psychiatry consulting service until January 1997. This involved:

* Developing business plans and proposals, incorporated
the business, obtained merchant credit card status, and producing
financial analysis.

* Installing, configuring and developing Internet systems.

 

 

4/1993 - 8/1995

Canadian Ministry of Finance

Ottawa/Ontario CANADA

 

 

Economic Development Policy Analyst

 

 

Represented the Ministry in negotiations on developing
and responding to international environmental protocols
and conventions. This included managing the assessment of
economic and financial implications of these obligations.
Some of the key issues on which I was involved include the
U.N. Second Sulphur Dioxide Protocol (acid rain), the
Basel
Convention on the Transportation of Hazardous Materials, the
Biodiversity Convention, and the Climate Change Convention
(global warming).

Managed the development of and advised senior management on
secret proposals to federal Cabinet and initiatives before
the Senate and the House of Commons.

Assessed the work of consultants and represented the department
in the selection of consultants on economic and statistical
modeling and analysis contracts.

 

 

3/1991 - 4/1993

Statistics Canada

Ottawa/Ontario CANADA

 

 

Economist

 

 

Statistics Canada is the Canadian central statistical
agency. It is ranked #1 in the World by "The Economist" magazine.

Programmed extensively in the statistical and database
management language SAS. Worked extensively under the IBM MVS/TSO
operating system using ISPF and performing JCL programming to
support SAS, PL/I and FORTRAN programs and to perform matches and merges
using specialized utilities. Also used SAS, Excel and Word
under Windows 3.11 and OS/2 on PCs.

Worked with FoxPro databases, HP Unix, Pascal, FORTRAN, BASIC, PL/I.

Using SAS/BASE and specialized match and merge procedures,
linked financial Balance of Payments databases on a mainframe
and PC-based FoxPro to check their accuracy: resolved several
hundred million dollars in discrepancies (such procedures help
earn Statistics Canada its reputation as the most accurate
provider in the world).

Was the principle analyst in a project to measure Canadian
international competitiveness. Tools used included SAS/BASE,
SAS/IML (for matrix algebra), SAS/STAT and SAS/ETS (for time-series
regressions).

Using SAS/BASE, SAS/STAT, SAS/ETS, SAS macros and Shazam,
developed new data series from federal payroll tax deduction
information that could be used as leading indicators of
unemployment and the growth of new businesses.

Using SAS/BASE and SAS/STAT, managed a database and produced
analysis of small business turnover, profitability and employment
generation.

 

 

5/1989 - 8/1989

Bank of Canada

Ottawa/Ontario CANADA

 

 

Technical Assistant

 

 

The Bank of Canada is the Canadian government's central bank
in charge of federal debt issues and money supply and
exchange rate management.

Under the direction of the Chief of the Monetary and
Financial Analysis department, modified models of money
supply and performed analysis of the results.

Implemented a model relating velocity of money to inflation
and prepared results for presentation to senior management.

Used TSP and Shazam packages for statistical analysis, and
Pascal and Lotus 123 macros for data manipulation.

 

EDUCATION

9/1990

University of British Columbia

Canada-British Columbia-Vancouver

 

 

Master's Degree

 

 

Major in Economics

Using SAS/BASE, SAS/ETS, SAS macros, and FORTRAN, implemented
an Arbitrage Pricing Theory (APT) based model of stock returns
using macroeconomic risk factors.

Developed an APT model of currency spot and futures prices.
Developed a novel variation on the Newton-Raphson
optimization algorithm and tested its effectiveness using a
FORTRAN implementation. Also studied maximum likelihood
optimization approaches using numerical methods in FORTRAN.

 

 

4/1989

Queen's University

Canada-Ontario-Kingston

 

 

Bachelor's Degree

 

 

Major in Economics

Studied computer science, econometrics and statistics,
mathematics, monetary and financial theory, microeconomics
and macroeconomics.

MAJOR RESEARCH WORK:

Using SAS/BASE,SAS/STAT and Pascal, implemented a multinominal-logit
model of interprovincial migration using data on the movements of
some ten million individuals.

 

SKILLS

Skill Name

Skill Level

Last Used

Experience

 

 

SAS

Expert

Currently used

11 years

 

 

Oracle SQL PL/SQL

Intermediate

Currently used

5 years

 

 

Web Clickstream analysis

Expert

Currently used

2 years

 

 

Data Mining & Statistical Analysis

Expert

Currently used

8 years

 

 

Datawarehousing

Expert

Currently used

5 years

 

 

Management - Software Development

Expert

Currently used

1 years

 

 

Microstrategies implementation

Intermediate

Currently used

1 years

 

 

Entity Relationship Modeling

Expert

Currently used

2 years

 

 

BRIO

Expert

Currently used

1 years

 

 

Informatica eSite

Expert

Currently used

1 years

 

 

ERwin

Intermediate

Currently used

1 years

 

 

Linux

Intermediate

Currently used

5 years

 

 

UNIX

Intermediate

Currently used

5 years

 

 

IBM Mainframe

Intermediate

2 years ago

5 years

 

 

Dreamweaver

Beginner

Currently used

2 years

 

 

Statistics

Expert

Currently used

11 years

 

 

Database Modeling

Expert

Currently used

2 years

 

 

Economics

Expert

Currently used

5 years

 

 

Finance

Intermediate

Currently used

5 years

 

 

Javascript

Intermediate

Currently used

1 years

 

 

Sybase Transact-SQL

Intermediate

Currently used

1 years