Joseph W. Sunderman has over 20 years of experience in data analysis, project coordination, business analysis, and portfolio management. He has held contract roles coordinating large data integration projects and bringing business intelligence solutions to Fortune 25 companies. His career has also included portfolio management at a large bank and quantitative analysis for an investment research publisher.

1. JOSEPH W. SUNDERMAN
5453 Lake Michigan Drive
Fairfield, OH 45014 sunderman.joe@gmail.com
513.608.9580 http://www.linkedin.com/in/josephwsunderman
Data and Project Coordinator
» Data Analyst that translates numbers into actionable items with applications to operations, sales,
marketing, and financials (investment and credit). Recently, roles of Business Analyst and Project
Coordinator (contract roles) in two highly visible projects at a Fortune 25 and FT Global 400
institutions related to Big Data and global data integration for future business intelligence utilization.
» Adaptable to environments from traditional to Agile project management with leadership capabilities to
quarterback ad hoc business intelligence environments to managing scheduled reporting and analysis
that integrates both primary and secondary data along with bottom line action items.
Data Tools Business Analyst Tools Other Tools
Advanced Excel Visio Lync/WebEx
SQL Querying & Transact-SQL Jira MS Publisher
SAS/Business Objects MS Project OneNote
R Project HP – ALM SharePoint
Tableau Oracle FDM/DRM CRM
LEXISNEXIS, Dayton, Ohio August 2014 – December 2014
LexisNexis, a division of Reed Elsevier, is leading global provider of content-enabled workflow solutions
-Contract position completed according to project plan
Financial Data Project Coordinator (contractor)
 In a FT Global 400 company, Lead Analyst with responsibility of global data
integration/migration team in order to enable HR, Revenue and P&L standardized reporting
 Overseeing global reporting project of 60 business/product units ($2.1B revenue) including
Australia, UK, Austria, S. Africa, Singapore, and France, to convert to a new standardized report
from local instances to single unified Hyperion platform
ILLUMINATION WORKS, LLC Mason, OH February 2014 – June 2014
Illumination Works LLC, (ILW) is an innovative Solution Enablement Company.
-Contract position eliminated due to project owner re-deploying funds
Big Data Consultant (contractor)
 In a Fortune 25 company (Kroger), part of Agile team that incorporates Big Data architecture,
data sources, analytics and web applications to bring self-service business intelligence
 Handled ingestion preparation for new data internal and external sources
 Develop user stories and acceptance criteria for future analytical work
 Developed Quick Start Guide in for self-service web application for new users
 Compare/Contrast Metadata against the Sourced Inventory for data
 Test execution, bug reporting, and defect retesting in development stage, user acceptance
testing, and production environments.
OJM GROUP, LLC - Cincinnati, OH April 2013 - November 2013
OJM Group is a multi-disciplinary financial consulting firm.
-Resigned from position due to unknown corporate developments prior to hiring
General Manager
Manager of small office, which included staff from Marketing, Compliance, Insurance, and RIA.
 Recruiting, hiring, on boarding process for new employees (sale, admin, and accountant)
 Improved Operational Processes (Marketing and Project List)
 Creation of Tracking of Sales/Marketing/Insurance Metrics
 Development and Coordination of Several Cross-Functional Teams and Initiatives
 Procurement for 3rd party resources for RIA, office equipment, and phone services
 Developed Buyer Persona, Key Performance Indicators, and Event Marketing Mapping

2. FIFTH THIRD BANK - Cincinnati, OH 2009 - April 2013
Banking corporation operating as a diversified financial services company with $111 billion in assets.
-Left bank for a new growth and career opportunity
Commercial Portfolio Manager (2011 -April 2013)
Aligns with relationship managers in the small business space in underwriting/monitoring credit,
existing/proposed credit requests, providing customer service support and assisting in cross sell effort.
 Managed a portfolio of 50 Greater Cincinnati small/middle enterprises with one of the largest
amount of money lent, $133 million (23% of total Business Banking in Great Cincinnati footprint).
 Met all Bank in tracking measures of 206 legal entities in covenant tracking, timely renewals,
financial statement tracking, PD and Regulatory Ratings
Senior Risk Reporting Analyst (2009 - 2011)
 Oversaw Commercial Real Estate and Leasing portfolio reporting, which equaled $13 billion or
41% of Bank’s commercial portfolio
 Saved $100,000/annum streamlining a monthly report from a three week process to two days
through use of SAS and VBA Excel programs.
 Developed and monitored bank non performing loans (Special Assets Group) portfolio – monthly
report - $5.8B during the economic crisis that began in 2008
 Created and Developed “State of CRE” – 35-page quarterly report that integrated internal CRE data
along with industry and anecdotal data from over 50 different sources.
SCHAEFFER’S INVESTMENT RESEARCH - Cincinnati, OH 1994 - 2008
A leading publisher of research, recommendations, strategies for stock and options traders.
-Position ended due to steep stock market drop and beginnings of great recession
Vice President and Manager of QA Department
Oversaw Quantitative Analysts including four staff members, databases and quantitative/ad hoc research.
 Edited daily commentary that reached thousands of readers while generating $500,000. Rated
“Best Customer Satisfaction” according to internal surveys.
 Improved processing time by 42% to disseminate financial data for end users.
 Spearheaded multiple research driven commentaries for company web site.
 Developed benchmarks, assessment guidelines, multi-tiered compensation system.
 Led daily group trading sessions and weekly individual meetings to drive better results.
 Led a committee over four month period to develop web site for customers.
 Coordinated competition analysis (service offerings, marketing, pricing).
 Established relationship with Dow Jones to provide data on network of newsfeeds.
 Named among the “Top Ten” Investment Analyst by Bridge Information Systems.
 Presented advanced financial strategies to investors at Money Show conventions.
 Created sections for web site that received Forbes “Best of Web” for options.
 Created $100,000 sales day (3x average) improving call traffic by 488%.
 Quoted by Wall Street Journal, Barron’s New York Times, USA Today, Investor’s Business Daily,
TheStreet.com, Mutual Funds, BusinessWeek, Dow Jones, Reuters, Bloomberg.
 Wrote articles for Market Pulse Journal, Chartpoint, Dick Davis Digest and Consensus.
 Contributor to” The Option Advisor: Wealthbuilding Techniques Using Equity and Index Options”.
EDUCATION
MBA Finance, 3.8 GPA, Ranked second in class, Beta Gamma Sigma
Northern Kentucky University
B.A. Sociology, concentration in Business, 3.7 GPA
University of Cincinnati
AFFILIATIONS
National Association of Business Economics (NABE) - Cincinnati Chapter – Board Member
Sacred Heart Church, 2005 - Present
Raised $50,000 in three separate fundraising events.