Sets strategic roadmaps for enterprise data capability growth. Organizes the company around data and architecture. Ideates, authors, and implements data-related policy. Orchestrates an array of enterprise solutions for data pipeline, collection, and warehousing; technology implementations, integrations, and migrations; client data-sharing; analytics; and reporting. Directs data-related teams including BI & Analytics; ML/AI; Data Architecture, Movement, Integration, Management, and Conversion; and Investment Data Operations. Ensures seamless client onboarding of data. Oversees 75-100 projects annually. Educates and informs the executive team on data-related topics, issues, and opportunities.• Ideated, roadmapped, and implemented enterprise and architectural data strategy and organizational structures• Created and drove initial enterprise data management (EDM) capabilities including data catalog, dictionary, lineage, modeling, categorization, and discovery programs• Designed, created, and ensured adoption of the initial data governance pipeline• Devised and implemented re-architecture of the data pipeline, data quality, and analytics processes• Founded and chaired the Data Governance, Data Community of Practice, and Data Quality committees• Devised and implemented response to regulatory and legal data compliance requirements for the California Consumer Privacy Act (CCPA) and the Health Insurance Portability and Accountability Act (HIPAA)• Aligns data strategic and tactical initiatives with Product, Operations, Enterprise Architecture, and Security• Incorporates analytics into the enterprise roadmap through education, socialization, and collaboration

Established the department and instituted data governance practices for the enterprise. Oversaw data strategy, architecture, platform, integration, and management practices. Provided back office BI assistance and training to internal users. Designed technology solutions and drove internal efficiency initiatives to reduce paperwork and optimize the customer relationship management (CRM) system, back office inter-team workflow, and imaging systems. Devised tailored analytics—dashboards, reporting, services adoption framework—that saved time and money.• Organized the enterprise around data• Created domain-based user groups to provide collaborative support and adoption in each division• Built a cross-functional efficiency team comprised of product owners, business leaders, and technical experts• Founded the Data Governance, Data Management, and Executive Data Strategy steering committees• Ideated, created roadmaps for, and managed new Business Analysis team• Saved 200K+ dollars by replacing person-hours previously needed to create management reporting

Ideated, created, organized, and implemented CFN’s first successful BI and enterprise analytics pilot program. Created an internal BI training program and user group to facilitate adoption. Created and chaired pilot program accountability group with executive management. Continuously drove savings.• With zero expenditure, saved 250K management hours during the pilot and every year since• Conceptualized, designed, architected, and coded the first enterprise data warehouse including models, semantic layer, SSAS cubes, and stable Power BI reporting• Built analytics team, processes, infrastructure, reports, training, and ongoing enhancements• Oversaw vendor relationships and tracked deliverables• Presented updates and results to executive management and users

Led teams optimizing back office systems and data processes including compensation, tax, money movement, CRM, ERP, workflow, mailing, document management, and reporting applications. Designed solutions for new technical platforms, tooling, and integration across back office enterprise. Performed upgrades and enhancements, refactoring, architecting, and troubleshooting as needed.• Solutioned, architected, developed, planned, and ran four interconnected high priority client fee billing projects that integrated multiple internal back office systems into a single interconnected workflow to automatically create and execute payment of financial fees based off of portfolio value• Designed, created, and ran back office BI proof-of-concept project and successfully pitched creation of new BI team and program to executive management

Designed, coded, and drove technical and business improvements in back office business solutions, projects, and enhancements. Owned back office workflow, CRM, ERP, compensation, reporting, and document management systems.

Fulfilled enhancement and integration requests in back office systems including workflow, CRM, and compensation systems. Owned nightly data feed technical processing.

Owned back office data and the workflow platform. Oversaw nightly data feed quality and cohesion across platforms. Developed and implemented back office training program and artifacts. Trained staff on systems and automated workflows.