Jim Brennan

Copyright 2004-2020 ~ James Brennan | Concord NH  

About Me

Welcome to my Vcard! I  have real world business and technology expertise developed working at successful organizations in major industries - banking, brokerage, IT consulting, higher education, and government.  I am creative, a team team player, and capable of assisting you with hands-on work or planning and strategy. I am passionate about using technology to improve processes! Please contact if my skills may be of service to your organization. .

Expertise

Project Management

Manage projects to achieve agreed business goals. Manage track and report tasks, resource assignments, critical path, dependencies. Provide transparency and point of contact between technical teams, business units and project owners.

Data Systems

Design logical models, write software and database code, produce technical and user documentation  and system architecture. Use system architecture approach, implement agreed business requirements across   business  enterprise. Follow  service oriented architecture patterns or traditional multi tiered  architecture. Train staff and users.

Spreadsheet Modeling

Discounted Cash Flow Analysis DCF- NPV- IRR, Cash Flow Projections with integrated financials, Sensitivity Analysis, Asset Valuation calculation, Robust Assumption Variables (I/S, BS, Equity),  Use Case Scenarios

financial statement analysis Income Statement, Balance Sheet, Statement Retained Earningst

Financial Risk Assessment

Cash flow analysis based on financial statements and notes - SEC 10K, FERC Form1, and non-audited financials.  Debt Financing and Repayment Analysis, Spreadsheet template deign  - analysis and monitoring and deal structuring.

Team Building

Manage / Train

Knowledge Share

Collaboration

financial statement analysis Income Statement, Balance Sheet, Statement Retained Earningst

Favorite Tools:

  • Microsoft Project
  • Microsoft Visual Studio /C#
  • Microsoft SQL Server
  • Excel, Mindjet, Visio Enterprise Architect, Object Role Modeling
  • Azure
 

Jim Brennan

Copyright 2004-2020 ~ James Brennan | Concord NH  

2013 - 2020

Economics Finance Director

New Hampshire Office of Consumer Advocate, 21 South Fruit Street, Concord NH

Oversee economic, financial, technology analysis, participate in adjudicative proceedings. Develop agency positions, testify before state regulatory and legislative bodies.

2012-2013

Business Systems Officer

Southern New Hampshire University, Manchester NH

Project Lead overseeing requirements, vendors, software development, testing and launch of cloud based business and technology initiatives. Point of contact for integration of university back office applications with into Microsoft Dynamics CRM Platform. Directed implementation of centralized Microsoft Project Management.

2006-2012

SENIOR DEVELOPER / SMART GRID

State of New Hampshire

Designed PUC Data System and integrations with enterprise FileNet Document Management System. Represent NH PUC cyber security technical working groups under Smart Grid Interoperability Panel SGIP and , National Institute Standards Technology NIST.

2003-2005

SENIOR SYSTEMS ANALYST

Mathematica Policy Research, Alexander Road, Princeton NJ

Design develop deploy national data collection analysis systems for US Department of Labor. Manage software development staff and 3rd party vendors.

1995-2001

FIRST VICE PRESIDENT

Waterhouse Securities, 100 Wall Street, NY NY

Managed staff of 21 and direct responsibility for 7 figure operational budget. Project Lead on Microbank, Turbo Tax, eServices, Cobol / Unix nightly production. Managed national quote help desk. Managed 3rd largest brokerage statement operation on Wall Street during period of 400% growth and #1 national ranking

1980-1989

VICE PRESIDENT

JP Morgan Chase (formerly Chemical BAnk)

Manage staff performing financial analysis of publicly held companies, government agencies, banks and privately held companies for credit, long-term bonds, and international letters of credit. Negotiated credit agreements, covenants conditions. Lending authority and member of credit committee. Developed cash flow projections financial modeling tools used by analyst to determine risk and structure debt facilities (copyright). Designed and taught nationally recognized MBA Risk Assessment for commercial banking new hires.

 

Jim Brennan

Copyright 2004-2020 ~ James Brennan | Concord NH  

My Work

copywrite Intellectual Property

Intellectual Property

Project Management
copywrite Intellectual Property

My Authorship:

FASTMASTER , 1989
FASTMASTER: Spreadsheet model with five years historical financial statement and five years projection. Income Statement, Balance Sheet, Statement of Retained Earnings, Cash Flow.  Forty-five assumptions variables across eight categories
DCS (three tier data collection system design - Reusable C#,  SQL Server code base), 2003
DCS Three Tier Software Application model: Presentation tier (C# forms), Business Logic Tier (C# classes), Data Tier API to backend database CRUD services  (C# classes), SQL Server (Relation Database Management System, tables, views, stored procedures)
Logical Data Model (Generic Object Role Model of electric & natural gas utility distribution system), 2019
Logical Data Model for Data Sharing System: Object Role Model of generic entities, relationships, constraints, business policy rules,  documentation of subject mater expert sources, for creating standardized versioned physical database.
Utility Revenue Requirement Model, 2017
Utility Revenue Requirement Template: Integrated detailed worksheets calculating revenue using industry standard formula R = O + (V − D)r [R is the utility's total revenue requirement or rate level. This is the total amount of money a regulator allows a utility to collect from customers. O is the utility's operating expenses. V is the gross value of the utility's tangible and intangible property. D is the utility's accrued depreciation. Combined (V − D) constitute the utility's rate base, also known as its capital investment. r is the rate of return a utility is allowed to earn on its capital investment or on its rate base.
Written Pre-filed Testimony before state regulatory and legislative bodies, 2006-2020
Testimony (see blog)
Software Technology

System Design

Information Technology
Software Technology

Software Applications I've Designed

  • Design Application & Database: Membership Data System for Princeton Arts Council (C#  presentation, business and data tiers with SQL Server database)
  • Design Application and Database: National Data Collection System for US Department Labor  deployed 700 locations with centralized database in Washington DC (C#.NET, Oracle, SQL Server, PII encryption
  • Design Database: Backend database to SNHU Instructional Design Feedback System (Microsoft Dynamics/Azure Cloud)
  • Design  Database: Backend database to SNHU Retention Alerts System (SQL Server, Datatel)
  • Design Application & Database: PUC Data System and Agency Database for NH PUC (C#.NET, SQL Server, FileNet .NET Client)

Models, Templates I've Designed

  • (Financial Model) FASTMASTER Financial Statement Projections Model
  • (Financial Model): Revenue Requirement Template  integrating schedules for rate of return (WACC), rate base, operating costs, depreciation, and taxes for FERC Form 1 accounting data
  • (Financial Model): Lease Valuation DCF model
  • (Logical Data Model): Energy Data

Project Management

Project Management

Operational Projects Managed

  • Project Lead for national expansion of Waterhouse's 3rd party  print/mail operations from east coast to mid-west and west coast
  • Project Lead for consolidation reorganization of Waterhouse's 1,000 step monthly brokerage statement operation cycle achieving #1 ranking during period of 400% growth, acquisitions, product launches, new technologies and new competition.
  • Project Lead for automation of National Investor Services 55 Water Street  securities clearing operation moving  back office clerks to new Microbank  paperless environment in Dividends, Purchase & Sales, Margin, Cash Vault,  Money Market,  ACAT, and Stock Transfer settlement divisions.
  • Project Lead for conversion and consolidation of Mathematica's Princeton-Cambridge-Washington DC human resources platform

IT Systems Implemented

  • Technical Lead for Waterhouse development and launch of  eServces web site, on-line customer self service access to documents, profile updates serving national branches and 2.5 million accounts
  • Project Lead for integration of Turbo-Tax to NICS / ADP platform year end tax data electronically
  • Technical Lead for implementation of SNHU's  On-Line access to secure student academic transcripts (webservices, single sign-on)
  • Project Lead for implementation and training of SNHU's  Microsoft Project Server platform and centralized project management (web and client-server)
  • Technical Lead for SNH's Instructional Design Feedback database and tracking application deployed to Microsoft  cloud
  • Project Lead SNHU's redesign of Student Academic Performance Reporting system (Datatel)
  • Project Lead and Developer of NH PUC data model and SQL Server Agency Database with C# three tier front end (presentation forms, business logic tier, CRUD data tier) with integration to FileNet  Document Management System's .NET client webservices. (Pre-production deployment)
 

Live Version

Team Building

Team Building

Management Assignments

  • Managed staff of 21  business and IT professionals and 8 figure budget in Microbank division,  Brokerage Statement division, Unix nightly Production, Trimark Realtime Trading platform,  - Waterhouse Securities NYC locations
  • Managed staff of 4 and 1 vendor relationship - Waterhouse's  24X7 Quotes Desk Trading Division
  • Managed 2  .NET/ SQL Server/Web Senior Developers, multiple vendor relationships- Mathematica's Performance Group, IT Division
  • Managed pool of  Commercial Credit Analyst and administrative staff - Chase's Metropolitan Division NY
  • Managed external project vendor - SNHU's University Campus Division
  • Managed 1 Systems Development Specialists - State of NH Department of Information Technology

Training Assignments

  • Developed and taught classroom courses in Financial Analysis -  Hesser College's Concord NH location
  • Developed and taught courses in Accounting, Banking, Risk Assessment, Cash Flow Analysis - Chemical Bank's NYC Training Floor
  • Developed and taught C#.NET course - Windsor Institute Technology's Princeton NJ  location
 

See my blog more detailed descriptions (coming in 2021)

 

Contact Me

    jjb

     

    Email

    JimBrennan@jkjm.net

    Phone

     

    Private Information

    Page and file sharing access require permission, thank you Jim