🔸 As a core member of the Architecture and Design Committee: I implemented our organization’s data strategy to enable cloud-scale analytics across our enterprise, while overseeing the development and use of new and existing data systems.➤ Effectively stood up and managed the enterprise data platform team, complete with processes and procedures for data architecture, data engineering, and BI development roles➤ Created and enforced policies for effective data management, and with Chief of Risk and Security Manager, co-authored BrightFi’s Data Governance Risk Management Policy➤ Designed, developed, and released initial enterprise data lake and enterprise data warehouse in approximately 3 months using Azure infrastructure services: Azure Data Lake (Gen2), Synapse Analytics, Data Factory Pipelines, Serverless and Dedicated SQLPool Databases, Event-Hub, and Stream Analytics➤ Implemented ELT/ETL backend data models for data orchestration (metadata management) to ingest structured and unstructured data formats from internal/external data stores, into enterprise business process dimensional data models, for user consumption in PowerBI➤ Implementation and management of PowerBI for internal users➤ Audit, monitoring and source control design and pipeline release management using tool like Azure DevOps, Visual Studios, and Synapse Analytics. Ongoing project sprint planning and refinement complete with written epics, features, stories, and tasks➤ Collaborated with internal and executive leadership ranging from analyst to Chief Executive Officer, to understand and prioritize Line of Business (LOB) requirements; and developed self-service data products that brought data closer to users and drove both insights and business value

🔸 Along with the other member of the Enterprise Architecture leadership team: positioned company as a global competitor in the 4PL market, with a successful launch of our global enterprise data warehouse and data consumption process.➤ Modeled and implemented new and ongoing data programs into data warehouse➤ Designed and configured Azure Data Factory pipelines to allow parallel orchestration of data movements across our entire data consumption process workflows beginning at the blob storage level up to the consumption layer➤ Worked closely with DevOps Manager to monitor and improve our Azure DevOps CICD pipeline processes and repos across various enterprise projects➤ Maintained and managed pipeline terraform configuration files➤ Worked with internal and offshore development teams to review and approve new and ongoing code development project types: Azure Functions, .NET data objects and mapping, storage and cloud infrastructure solutions, etc.➤ Successfully deployed phases 1-3 of our Azure enterprise (Synapse) data warehouse in under 6 months➤ Introduced and incorporated CICD DacPac deployment model to our integration hub Azure SQL Database

🔸 Positioned DataOps team for a successful Q1 and Q2 by formalizing the ongoing data consumption, and data governance processes for BridgeNets legacy products. Along with team of engineers, we helped design and execute on strategies that created opportunities for further integration and automation.➤ Work closely with Data Operations Manager and liaison with other business leaders to understand data needs➤ Design, launch, and optimize the performance of new and existing data extraction, transformation and loading processes, mentoring others around efficient queries

🔸 Successfully data engineered solutions that have optimized throughput and minimized data processing errors across 9 data sources and over 250 transformation schemas. Using PowerBI to visualize, monitor and report on our entire end-to-end data pipeline; I have implemented database and application solutions that have retained flight risk clients, and positioned the team for a successful year.➤ Ensure all data input into company’s database is complete, accurate, and valid ➤ Create various PowerBI dashboards and reports to monitor and assess all data intake, delivery processes, and ongoing day-to-day data operation activities ➤ Analyze data and existing integration configurations to identify issues and opportunities before they are found by internal and/or external partners ➤ Maintain, implement, and monitor the quality of the data and information within the company’s database and report on results and identify and recommend system application changes required to improve the quality of data in all applications ➤ Ownership of root cause analysis delivery, internal deep dive sessions, and solution design of current business initiatives, to address system issues and business process pain points ➤ Established and maintain Database configuration source control ➤ Continuous review and optimization of existing code and database configurations to reduce errors and processing time ➤ Enforcement of internal and external compliance, development best practices and regulatory initiatives (ie. GDPR, General Ledger account coding) ➤ Reduced internal quality control time, for a critical intake process, from 5 days to under a minute. ➤ Lead weekly data transformation, automation and Excel reporting best practices training/Q&A ➤ Created internal dashboards that displayed full end-to-end visibility into our complex multi-source, data intake, transformation and delivery process and throughput analysis

🔸 As a member of the Growth Initiatives Solutions groups, I supported our four major (and developing) product lines: Data Extraction, Loan Review Services, Credit Reconciliation and Epiq Workflow. My support led to various recognition awards including (but not limited to): Recognition for a Special Task Completed, and the Crunch Time Award.➤ Design, build and own end-to-end lifecycle of key operations reports, including: throughput projections, cost analyses, population analyses, as well as throughput tracking and monitoring, and cost tracking➤ Use various analytics tools to conduct enterprise-level models, reporting and analyses, including to identify key deficiencies and bottlenecks in processes through analysis of production data and propose and build service-level KPIs to aide in organizational management➤ Optimize our external and internal data transfer processes, including in collaborating with IT and product teams regarding how we receive and transmit data between our clients and internal platforms. Own the integrity and oversight of our data transfer processes from a business operations perspective and execute data transfers➤ Implement and maintain service-line data integrity processes. Ensure outbound work product passes defined validation, leveraging tools available and tools I constructed to ensure consistency, proper formatting and other deliverable specifications➤ Implemented court monitoring data extraction OCR end-to-end packaging reconciliation process➤ Collaborate with external vendor on the creation, delivery and automation of production data delivery➤ Implemented initial AACER automated bankruptcy filing service product line➤ Implemented internal Azure SQL Databases and established 4 integrated ETL applications, along with standard base level reporting regarding: Throughput, Delivery, and increased end to end visibility.➤ Developed tool to increase Bankruptcy Filing Service quality assurance throughput by 400%

🔸 First E.M. to run discoveries, gather functional requirements, user stories and acceptance criteria for 3 simultaneous clients at once establishing the ongoing data collection process: while also implementing first parcel scale hardware to TMS software integration.➤ Understand client’s needs and translate those needs into technical and/or operational process designs➤ Drive all new customer project discovery, solution design, program development, and end-state delivery activities➤ Generate project Statement of work, build current and future state designs, and document all project functional requirements and user stories➤ Produce and review all Operation, Freight Pay & Audit, and Integration functional and technical design documents➤ Supervise and approve deliverables completed by the technical Delivery Team➤ Perform systems training and user-level support through implementation roll out➤ Report internally and externally on project task statuses, project risks and challenges, and/or project revenue recognition➤ Work with other team members and client to coordinate deliverables

🔸 Managed product requirements and led small team of Salesforce developers to successfully launch Etherios Field Service Dispatch Console, and industry leading live case management and work order service platform.➤ Conduct requirements and solution design workshops➤ Author functional design and configuration specification deliverables based on clients' business requirements➤ Creates and executes Functional Test Scripts➤ Manage project timelines and client expectations to ensure timely delivery of in scope items➤ Advise and guide client towards best practices for salesforce.com user setup including roles, profiles, security model, permissions and groups➤ Configure and create reports and dashboard to capture business required reporting and analysis needs➤ Lead daily and weekly scrum meetings with clients and partners

🔸 Led software development arm successfully deploying solutions that allowed the company to scale accounts from 5K to 30K accounts and $3B to $11B in AUM. My industry leading solutions not only eliminated portfolio reconciliation and trade communication times, but also uncovered a 3M commission calculation inefficiency.➤ Act as liaison and work directly with multiple lines of business including, but not limited to, Compliance, Marketing, Technology, Sales and other business groups➤ Evaluate exiting processes and procedures to improve workflows and reduce operational overhead and risk➤ Design and develop software that meet operational objectives and increase overall efficiency➤ Plan, coordinate and manage existing and future development and business projects to fulfill firm needs➤ Develop workflows and custom applications for CRM cloud based application: Salesforce➤ Deep understanding of sales, marketing, and business processes as they relate to CRM software➤ Provide training and education to new and existing users as CRM system evolves and grows➤ Implement on-premise dimensional data warehouse to capture operational trading system and external platform data for downstream analysis

🔸 Contributed to project extension and led parallel and UAT reconciliation process for Fidelity Investments year-long database migration project after successfully remediating and improving over 100 ledger and transaction-based accounting Excel workbooks (and over 250 SQL queries) and processes.➤ Business analysis, process mapping, data mapping and development of custom user tools and InvestOne reports➤ Lead designer of conversion reconciliation tools➤ Define and measure metrics to monitor track progress, and track recommendation adoption and proficiency related to changes➤ Manage change management process and apply new changes to support the project and initiative➤ Coordinate efforts with other specialists - from junior level analyst to practice and project management level directors and partners➤ Identify potential people-side risks and anticipated pitfalls and develop specific plans to mitigate or address those concerns➤ Analyze current policies and procedures to help client identify and manage organizational risk exposure

🔸 Positioned the team for success with my ability to accommodate our high value (and flight risk) clients, by designing and providing sophisticated, automated process workflows to ensure accurate portfolio valuation. Our team not only won various custodian of year awards, but my foreign exchange currency contract solution was quickly adopted as the standard in response to a 2-million-dollar trade error.➤ Resolved and reconciled complicated transactions involving complex derivatives and other securities➤ Analyzed financial statements and current market data to value high risk and time sensitive hedge funds➤ Communicated and met with clients and brokers, both onshore and offshore, to deliver fund performance data to investors➤ Managed daily operational activities and supervised day-to-day work of junior level accountants➤ Designed and developed new tools and procedures to increase efficiency and minimize risk➤ Acted as lead consultant and programmer in various ad-hoc projects regarding improvement of current inefficient reconciliation processes and applications➤ Prepared Net Asset Values for various fund types using Sungard-InvestOne➤ Developed End-User-Developed (EUDs) tools to increase efficiency and reduce risks within the practice➤ Reconciled cash, positions, income, trades prices and corporate actions

🔸 Solutioned and fully automated and digitized the Canadian and US settlement escalated trade reconciliation process, saving the company over 40 hours a week in manual labor, and eliminating all printing related cost. This solution was ultimately outsourced to India where it remained for over a decade.➤ Processed securities associated with complicated legal requirements➤ Interpreted information regarding different types of securities to ensure accurate processing of securities transactions➤ Investigated and resolve inquiries including out-of-balances and exceptions➤ Studied existing systems, recommending solutions to recurring problems➤ Developed and implement internal control procedures➤ Communicated with security operations areas and other brokerage firms in solving problems and responding to inquires

➤ Analyzed and traded suitable investment products to client custodial accounts➤ Organized client portfolio and proposals based on market fluctuations➤ Established and maintained professional relationships with clients➤ Assisted in the hiring and training of new sales assistants and tellers➤ Reviewed financial statements for small to midsize companies

➤ Specialized in Insurance and Financial Services➤ Helped clients achieve personal/financial goals➤ Created strong relationships with clients, prospects and community leaders➤ Collaborated with investment specialist to lead financial risk seminars

➤ Cooperated with other students to maintain an outstanding cafeteria➤ Assisted in the training of new student employees