•Analyzes data risk and impacts throughout the US data organization. •Acts as a liaison for both data management and literacy initiatives within the US data organization. •Contributes/Leads data governance initiatives within the US, including initiatives like California Privacy Rights Act compliance, Critical Crown Jewels Annual Assessment and increasing Data Literacy in the organization. •Responsible for alignment of data governance practices within the US to the Enterprise Standards through Information Management Risk Policies and Guidelines. •Leads data management provisioning through data modelling function.

•Responsible for collaborating with both business and technical resources to identify data requirements and communicate data solutions to interested parties for both enhancements and new product design. •Accountable for analyzing and developing complex conceptual data designs, logical data models and physical database models in support of business applications, data repositories and data marts.•Develop and document conceptual and logical data models, using standard modeling techniques (i.e. entity-relationship diagrams, star schemas, multi-dimensional diagrams) and data modeling software. •Management of metadata in many key applications in collaboration with application development teams. •Contribute to the overall Company IT Data Governance process and helps ensure the governance is followed.

•Analyzes and defines user requirements and translates them into system requirements to ensure the feasibility of development and the understanding by all project members. •Acts as a liaison between user areas to assist in the identification of functional improvements, system design, validation and implementation of large and/or complex technical projects. •Responsible for collaborating with other IT disciplines to ensure continuity between requirements, design, and validation. •Accountable for maintaining a high degree of business functional knowledge and current automated technologies. •Develops requirement validation and implementation plans and coordinates the validation of requirements and system enhancements/projects with the user areas, through user acceptance validation. •Creates system procedures, guidelines, technical documentation of new system functionality and assists in the development and delivery of technical user training. •Reviews enhancements and projects after implementation to ensure compliance to specifications, and validates the solution meets the desired results.•Responsible for identifying, evaluating and implementing operational changes to improve information and processing systems.

• Liaison and primary business contact for Life Operations & Customer Service during the Broker Portal, Forms Wizard & public website development/launch• Subject Matter Expert (SME) and primary business contact for Life Operations & Customer Service during the McCamish VPAS system implementation and Variable Life product launches• Responsible for assembling, analyzing and evaluating data in order to make appropriate and well-reasoned recommendations to the business unit• Review and identify process improvements across all sites and functions• Effectively facilitate process changes and multiple project implementation based on decisions made by the business unit.• Act as a liaison within Individual Life Operations, M Financial Service and other areas to develop relationships, coordinate interdependencies and resolve issues• Represent business objectives and requirements at cross site project meetings• Ensures timely, accurate and consistent procedural documentation of changes for the Life Operations area

• Subject Matter Expert (SME) within business unit and responsible for unit representation on projects concerning system replacement, SEC 22c-2 Compliance project, AROW workflow management system and LUNAR New Business front-end system• Responsible for planning, assigning and directing work within the department. • Accountable for 38a-1 reporting for Life Operations• Responsible for reporting and maintaining Productivity and Performance numbers for the department

• Responsible for maintaining service standards in a call center environment while providing extraordinary customer service to Variable Life policyowners.• Project Manager for Form and Letter Library updates. Responsible for keeping log of updates and reporting to management updates and changes to the manuals.• Responsible for maintaining call statistics by review and complying reports and reporting to management for monthly results meeting for mangers.• Member of a project team that was responsible in creation of the Variable Life Procedures Manual. • Co-owner of the development and completion of the Variable Life Training Pilot which was used to train and develop new members of the service team• Developed marking plan for the new Voice Response Unit. Tasks included developing marketing materials for both clients and producers for instructional use.• Tested functionality of self-service website prior to release. Ensuring customers could receive values and process transactions over the Internet.• Member of a project team that was responsible for a total review for quality of all inforce policies. Review initial application, changes and policy investment strategies for accuracy. Worked to correct quality issues and preventative measures for the future.

• Chief executive officer for the Chapter and Board• Responsible for establishing and communicating Chapter vision, mission and strategy for achievement• Responsible for ensuring compliance with IIBA® policies• Accountable for establishing and maintaining Chapter policies• Responsible for all other duties in accordance with Chapter's Charter