Gavin Greer Email & Phone Number

San Francisco, California, US

• Currently serving the Analytics Quality Review (AQR) group within the Data Management and Insights organization. AQR is a centralized review function focused on credible challenge of high-risk data analytic activities.
• Developed method and system to marry three data systems to provide a high-level overview of the project pipeline. The system was expanded to include all areas under AQR and is used to track and project capacity and.
• Successful completion of multiple remediation reviews involving payment channels, GAP insurance refunds, payments made in branches and automatic loan payments resulting in over $22MM in additional refunds to over 119k.
• Led team in building base dataset for identifying and categorizing auto loans for Wells Fargo across multiple legacy systems.
• Proposed, designed and led the effort to implement consolidated project intake procedures reducing in-flight churn by 2 weeks on average. This procedural change improved resource assignment efficiency by identifying.

Business intelligence, data analytics and software consulting firm.

Plano, US

• I led finance operations and strategic initiatives for the company-wide reporting services platform in a hybrid role marrying technology and data skills with business operations experience. In this role, I was able to.
• Led initiative to revamp existing automated SSRS report portfolio to eliminate duplicate report deployment, implement a standardized report template and install UAT checkpoints and user segmented production space.
• Created automated, self-serve P&L reports in support of all 250+ individual stores and aggregate views
• Led reporting and analysis of key initiatives including DoorDash web integration and limited time offer products.
• Led the database transition to a new fiscal calendar.
• Led automation initiative to consume guest feedback data from third-party API directly into our database.

San Francisco, California, US

I led the team responsible for providing reporting, analytics, and automation used by the Home Mortgage Default Compliance Operations group to reduce risk to Wells Fargo and its customers as well as influence and enhance business processes. This team also functioned as a de facto in-house consulting firm, offering analysis-based process improvement.

New York, NY, US

• I joined as lead developer of the Third-Party Oversight group, specifically in charge of their default attorney scorecard data and process. In just six months, an entire application was implemented to capture attorney.
• Led peers by providing focused direction in projects by assigning development tasks and providing processes for testing and validation.
• Conceived and developed File Manager application and database that accurately tracked file submissions and uploads by external attorney entities monthly.
• Built a Customer Request application and database that allowed internal business partners to submit service requests and application errors. System also provided tracking of these issues from opening to completion.

• In this high-growth, entrepreneurial environment, I was given the opportunity to wear multiple hats and provide extensive influence and value across the organization in operations, finance, technology and analytics.
• Developed website that allowed institutions access to streaming video content saving the company $200k in contracted development expenses.
• Responsible for month end close and associated reporting activities working directly with CFO.
• Implemented revenue recognition process, purchase order system accurately providing deferred revenue data for financial planning and budgeting.
• Created automated attendance tracking system in live class environments. Data provided real time feedback to leaders on instructor and course material success.
• Managed operational schedules and financial reports during acquisition by Fortune 1000 company.

Bs, Economics

Transfer, Management Information Systems