Dean T. Carson II, C.P.A. |
Full Range CPA & Consulting Services in NY, CT, MA & TX, Select Services in other States by Inquiry / Fluent in Spanish
ph: 917-300-5190
alt: 917-231-7855
dean
DCarsonCPA Project Management / Business Analysis:
This is our landing page for Project Management and Business Analysis workflows, covering some but certainly not ALL of the knowledge and resources on workflows. We connect with the complete resources of Open Gov and more for Analysis projects and the ability to bring together the Cross Functional skills of Macro and Micro Financials, Governance, Policy, Legal and Industry Research through technology.
Strong skills on Cross Functional Analysis rooted to the core of #CFO #PM #BA and the impact on Value:
We bring significant value with strong skills on Project Management which include strong skills on Economic, Legal, Financial, Technology, Communications, Data, Big Data and Cross Functional Analysis. For Project Management, Business Analysis, Cost Accounting, Statistical Optimization, Lean Engineering, Change Management, Process Improvement, Leadership, Coaching, Development, Innovation Engineering, Policy, Entity and Community
We can add strong value to project needs on Growth, Logistics and Risk (including Cyber and Security needs). On the support lines of GRC and ITGRC for the Audit, Controls, Financials, Risk, Governance, Compliance and related needs on Risk Cycles and Industry Lines on Growth Resesearch.
Our lines are built on Engineering skills from STEM, Quant, CFO, Project Management, Business Analysis, Economist, Legal, Finance, Financial and Technology lines in cycles of continual improvements to help on challenges and opportunities for improvements.
We assist on Project Support lines for:
Entity and Cross Sector Lines (Industry, NGO, Non Profits, Government and Community needs)
Market Data and Research (Entity Level Support)
Economic Reseach (Global and Domestic, Trade, Financials, Compliance, Taxation and more)
Business Development and Sales Research
Big Data Planning, Analysis and Knowledge to Services Integration Lines
Communications lines for External and Internal needs on Teamwork and awareness.
Our skills on research stand in proof of our ability to help across the line of Industries, Sectors, Markets and Products in support of Technology and Business needs for Financial Decision Makers on Accounting, Compliance, Taxes and Financial Analysis. We solve problems and use a full range of cross functional skills and the power of knowledge, experience, teamwork and research to cover the many varied needs of Financial Decision Makers who rely upon Technology for Knowledge, Leadership, Analysis and Communications.
We work with Technology in close partnership and with roots in programming, data flows and engineering, science and math that ALL work together. Not to be expert in ALL things but to know exactly where to go when it comes to problem solving so we can remain strategic on analysis even where participating in the operational workflow needs.
Project Management and Business Analysis:
For Business and other Entities Project Management is a key process of using skills to deliver results for Management in a timeline as managing resources efficiently. The Function of Business Analysis is to use a broad analytical skill set to connect needs of the Business and in this case the supporting, Software, Technology and Programming resources in manner to best support the need of Business Decision Making in broad areas.
Connecting Strategic and Operational, Financial and Quantitative Skills to Technology in support of Financial Decision Makers:
Our advantage is insight to Financial Decision Making that relates Accounting, Reporting, Financial Statements, Management, Financial Analysis, Business Lines, Taxes, Compliance and more. Some of the most important needs you have from Data may be Financial and Quantitative and that's where we can help, also on Sales support needs on data for insight.
Skilled and Experienced with Project Management lead roles where the needs of Business Users and Technology connect to facilitate the role of communications and project needs where Accounting, Finance, Analysis, Compliance and Research connect with Technology.
Where given specific Strategic or Operational / Functional roles in Project Management or Business Analysis we enjoy the opportunity to use the abilities we have to greater consider with Financial skills where Business and Technology needs connect on projects.
Call us for your needs and consider that we can help on implementation needs on IRS Compliance for FATCA, and Cost Basis, for new Dodd-Rules, for XBRL and many other needs like Accounting System Implementation and Database needs. To consider ways to leverage Efficient Research tools in a new age and much more.
Updating as we can:
Project Management Institute
ISACA / CISA
Que . O'Reilly.
ISO Standards http://www.iso.org/iso/home.html
We can help with Lite Programming for Macros, some SQL needs but we also have the broader awareness of Programming Languages and related solutions and are better off for the frame of reference when connecting on IT needs.
SQL, Visual Basic, Java, C++ http://www.stroustrup.com/
Update in progress more to follow...
Project Management / Quality Assurance
ASQ on DMAICS / Six Sigma
ISACA on COBIT
Link outbound to PMI / Project Management Institute
http://www.pmi.org/
Update in progress check back soon for more...
SDLC
QA
Needs Analysis
GAP Analysis
White Papers
Data Layouts
and more to follow...
Outbound Link to International Institution of Business Anaysis http://www.iiba.org/IIBA/News___Events/IIBA_Website/News___Events/News___Events_Page.aspx?hkey=5a030dfa-c4fe-4d2d-9cc7-3e0c09fc241c
OLAP - Online Analytical Processing for Multi-Dimensional Analytical Queries drawing on Data and Fact Tables through relational schemas.
OLAP supports Business Intelligence for Relational Reporting and Data Mining
Datawarehouses and Data Cubes - Mutli-Dimensional Storage Points for Strategic and Operational Data.
more to follow as able:
Quality Control is a key point where Data and Technology Capabilities connect, where what you see is what you get and garbage in is garbage out.
We have core skills on Quality Control from years of owning Accounting Data sets and optimizing them to meet the 4 critical streams of GAAP, Management, Tax and Compliance reporting that move together in regulated Financial Entities - but have uniquely different valuations and pusposes.
ASQ - DMAICS
Contact Us or e-mail info@dcarsoncpa.com
It's not enough to look at the lines of Data IN and Data OUT. You need to understand the lines of what happens in the middle inside the black box. To correspond we follow the CISA / COBIT 5 lines and connect to the IT / Data and actual IT lines for full optimal awareness lines on Client needs across sectors. We may not be programming experts (alothough we use elements of those skills frequently) but we can help with IT Audit and Control skills and uinderstand in context the needs and flows. We can help on IT Audit and Control lines.
DCarsonCPA on Risk Management and Core Financials
Contact Us or e-mail info@dcarsoncpa.com
Considering that Business Analysis and Project Management support Financial Analytics, Investment Analysis, Legal Analysis and more this is an important angle to cover and US Dodd-Frank and EU ESMA's EMIR both have lines for LEIs looking forward.
Data is only as good as it's ability to be tracked and monitored and on that line for Financial Analysis having unified identifiers helps... here's more on that important point:
It's not clear that we have full market participation yet on LEIs but we do have resources on LEIs for the ongoing workflows including DTCCs work on LEIs for CFTC compliance.
Financial Markets Data for ISINs, CFIs and MICs can be tracked to ANNA.
ISO is the Standard setter for unified Data.
Contact Us or e-mail info@dcarsoncpa.com
XBRL is the reporting language for Financials
Contact Us or e-mail info@dcarsoncpa.com
I long ago had one Statistics Professor at Pace who took the time to make Statistics accesible and understandable. I am eternally indebted to that Professor for giving me the key to an important door. Subsequent review on the CFA path and substantial self driven research has moved me farther down the path with some great insight on applied statistics in the economy, controls, harmonization and much more. In the current time period I am a fond enthusiast of both Economics and Statistics as Analytical tools and note the following related Technical side resources.... more to follow where Time Permits.
These are some of the analytical languages and resources in use:
Contact Us or e-mailinfo@dcarsoncpa.com
DCarsonCPA Tech FIN is Our Update line on the important points where Technology, Project Management, Business Analysis and SME skills connect for the applied needs on Financial Decision Making, Compliance, Business Growth Strategy and Entity Management.
Technology is the central line for Business Communications and Governance on Financial Decision Making, Strong Controls , on Awareness and utlimately to better connect with the information lines both Financial and Legal that support business Decision Making. We are here to help with many lines of corresponding PM / BA /SME and even a foundation programming skills (that can be expanded where we meet on needs).
We look for the ways to work through and not around Technology.
To connect on Services Contact Us or e-mail info@dcarsoncpa.com.
We are in an exciting and innovative age where Financial Transparency and Open Gov maps new opportunities to use Project Management and Business Analysis skills to support needs across Industry, Governance, NGO / Non Profit and Individual / Family needs on Financials and Legal support lines.
Data and the role of Technology is central on Financials, Communications, Compliance and Knowledge Strategy for improvement on Financial Decision Making.
We have 4+ years in mapping cross functional lines and what you see across the lines of Our Resources is only a small subset of the knowledge we can deliver on services to help Industry, Governance, and Non Profit lines improve where skills connect.
Some related resources:
To connect on Services Contact Us or e-mail info@dcarsoncpa.com
We work with Financial, Compliance and Techonology skills and undestand the lines of Market Data and Identification of Exchanges, Entities, Products and More. What we don't have we find with Research and may specifically hold in reserve for services where we meet.
IT and Data Controls
COBIT 5 Controls
SEC Controls
OCC, FRB, FDIC et al Controls.
FINRA Controls
Exchange Level Controls - US and International with Research skills to map to needs where Financials, Legal and Technology connect in the Economy.
FFIEC IT Controls
For Data Level, Financial and Markets Compliance Controls as needed.
For the Financial Sector as outlined above other Controls and Data Standardization lines tracked for General Business as elements of Standardization from ANSI / ISO on Reporting. We are Financial, Compliance, Economics, Industrial, NGO/Non PRofit and Govt. Research skilled for Standards needs for Entities across sectors to help on roles where Financial, Compliance, IT and Data skills meet.
To connect on Services Contact Us or e-mail info@dcarsoncpa.com
Project Management, Business Analysis, Financials, Accounting, Taxation, Compliance, Market Data, Risk Management, Cyber Security, Communications, ANSI, ISO, ASQ, DMAICS, Technology, Project Requirements, GAP Testing, Change Management, Quality Engineering
Lean Beta site on Advisory:
Project Management and Business Analysis - where resources and processes connect to deliver Business Results for Active Decision Makers.
Focusing in this case on the connection of:
Business (or entity) Users, needs and critical supporting
From the Management Side:
Business Analysis and Project Manager. Working with Technology and Business needs to produce insight for Results
From the Technology Side:
Technology is at the roots a Science working with Math. Physics and complex Quantitative skills. Complex but discoverable, intriguing and deep, a hub for problem solvers who like to innovate fom within a general framework. These attributes and others being the important role of communications make Technology a great skill to connect through.
In Draft:
Project Mangement and Business Analysis, it starts at the Begining (from a programmer's perspective):
My Father was a Main Frame Programmer (with strong Mathementics and Physics Apptitude, a Former Huey Chopper Pilot and Paratrooper, a former college football player who once Auditioned for not one but two NFL teams but then signed up to something much bigger and in later years reconnected and became an International Rugger (that's Football with No Pads in case you missed it), who got in on the ground floor with the original wave of Computer Innovation. Who designed some key applications that are still behind the systems today and who took a shot at the First Run on using multiple display windows, who economized with memory to efficiently program and save memory (a theory which was driven by then memory costs and differs from todays memory consumptive software) and who beyond designing many business applications including an Accounting System at one point sought to pioneer a program for the Restaurant Industry well ahead of it's time.
His advanced knowledge with program had me working with an Apple PC programming with basic and working with an overal perspective of programming from a young edge. I made a test program with various call and response options, if then statements as decision points and a key understanding of command line functional programming.
Later I independently studied C++ and learned more about
various elements of programs, function calls, array, data tables, and more to follow here soon.
DCarsonCPA Project Management and Business Analysis Lines
DCarsonCPA on ProjectManagement.com
From the Technical Side:
Low Level to High Level
Low Level:
Machine Language,
SPEAK to me in 0's and 1's (On/Off switches)
BINARY, OCTETS
01010101 01010101 0101010
1010101 01010101
Assembly Language
Low Level and High Level Languages
C++, Visual Basic, Java, C# ...
Programming has been around for along time and we never get that far away from remembering that everything you see here reduces to 0s and 1s in processing. I am not sure we will ever reach an expert level in that direction but there is always a comfort level with using tools like SQL on databases and some other skills on the lighter level with Visual Basic, C++ , HTML and other interests.
You could count that as a value added skill to connect with the broad understanding of the Programmers world and to consider efficient pathways where we can help connect business and technology.
From a continued interest level we follow technology updates and always work to upgrade those skills, seeing new developments.
The experience of pre-implementation analysis on Peoplesoft as well as posting Entries on the system gave us a broad opportunity to look behind the user Interfaces to the data tables and architecture structure, the loaders and report processes that pushed and pulled data from systems.
The Output Data Sets will only ever be as good as the input data set, and it is your code that tells you what is happening with live data.
Where we can help on projects to connect Business Users and Technology we are here to assist with relevant skills covering Accounting, Finance, Taxation, Compliance, Economic and Statistical, Government and Industry Data sets for Financial Analysis and other purposes on Entity Financial Decision making.
Until Quickbooks cornered the market on easy to use solutions we considered designing an Accounting Software due to the inefficiencies we saw in Accounting and Financial programs so we are open to work with developers in that direction where you have ideas for new areas.
Contact Us on Project needs where technology and reporting meet to support reporting and analysis needs. E-mail info@arsoncpa.com
Some Resources:
DCarsonCPA TECHFIN on the lines where TEchnology and Financials connect.
Contact Us or e-mail info@dcarsoncpa.com
Where Financial Industry Skills that include Financial Analysis, Financials, Compliance and more connect with Technology:
Ready for Consulting needs on Financial Research, Project Management, Business Analysis, Compliance and more.
ANA on ISIN and ISO 6166 / 10962 and 10388
Commercial Link to ISS -Info ISOs shared for insight of knowledge value
Technology is the Data, Communications, Compliance , Financial Reporting and Financial Analysis pathway so we place skills with Technology Central to our support lines on Client Services.
DCarsonCPA Project Management and Business Analysis lines on Linkedin.
The Lines above include updates from the newer lines of response to IT and Data Integrity workflows for cross functional teamwork to close the chapter on the black boxes and meet the evident challenges in the Economy on Cyber Security with Teamwork.
Contact Us or e-mailinfo@dcarsoncpa.com
Speciality lines:
DCarsonCPA MFC The Lean Machine
DCarsonCPA FnRsk on Risk Management - Risk Across 3 classes of Risk in the Aggregate.
DCarsonCPA PRTC Lines on Communications, PR and Awareness Cycles to help on growth.
DCarsonCPA PML lnes on Blogger
E-Mail: DCarsonCPA MFC
Copyright © 2010 - 2022 Dean T. Carson II, C.P.A.. All rights reserved.
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Full Range CPA & Consulting Services in NY, CT, MA & TX, Select Services in other States by Inquiry / Fluent in Spanish
ph: 917-300-5190
alt: 917-231-7855
dean