Erin Pfeifer Email & Phone Number

Chandler, Arizona, United States

Tempe, Arizona, United States

• Defined OFSAA Product Roadmap to address balance sheet data for reporting and data driven analytics. Focused on a phase, multi-year development approach as well as highlighted enterprise data challenges.• Managed downstream change management and data quality with the implementation of an enterprise-wide treasury management platform, Calypso. Lead an off/onshore team to develop detailed reporting and analysis of various stakeholders’ data needs, while balancing tight implementation timelines.

Tempe, Arizona, United States

• Built and led 12-member team to develop and execute strategy implementing FR 2052a Liquidity Reporting data sourcing and management capabilities to meet Federal Reserve Category II/III status.• Developed data quality framework which established workflows, dashboards, and prioritization structures to remediate data issues driven by data quality rules in Informatica.• Led initiative to implement a golden sourced warehouse (Oracle OFSAA) with a new reporting platform(AxiomSL) enabling enterprise and liquidity data standards to deliver Tier 1 US Financial RegulatoryReporting.

Tempe, Arizona, United States

• Stood up initial data team to implement requirement interpretation, data definition, metadata cataloguing, and sourcing for FRY 14M/Q and CECL reporting requirements. Created data management metrics dashboards and communication channels across the organization to remediate and report on Fed Edit Checks and various other data quality measures and opportunities.• Led team development efforts to enhance corporate culture and drive high-potential talent retentionthrough career advancement opportunities, learning & development programs, and weekly coachingsessions.• Facilitated SOX/IA/External Audit process, documentation, and walkthroughs. Created original processdocumentation, redesigned processes and documentation to address efficiencies, and focused oncontinued process improvement, while prioritizing data integrity.

Tempe, Az

• Co-managed ~$30 billion fixed income investment portfolio comprised of US Treasury Notes, AgencyDebentures, Agency-issued Mortgage-Backed Securities (residential and commercial backed) in both passthrough and structured (CMO) forms, and municipal bonds under guidelines established in the Company's Investment Policy.• Utilized a deep understanding of product characteristics to develop data driven pre-purchase and pricing models, which supported the reintroduction and ongoing implementation of the Municipal bond portfolio. Grew the Municipal bond portfolio from 0.5% to ~5% within 2 years.• Coordinated daily communication across cash management, portfolio, and liquidity teams to activelymanage dynamic client cash management requests, investment purchases, and long term liquidityplanning.

Tempe, Az

Tempe, Az

Santa Clara, Ca

Mba, Finance And Accounting

Bachelor Of Science (Bs), Accounting And Finance