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 across Wells Fargo. My group functions as an internal analytics oversight partner for customer remediation efforts providing credible challenge to documentation, assumptions and results relative to the remediation objective. • 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 coverage. • 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 customers.• 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 project submissions that were incomplete before committing a resource to the effort.

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 simplify and focus reports, KPIs and metrics to align with larger company objectives. In my finance role, I provided data and modeling analytics for all corporate and store level financial reporting. These reports were presented and tailored for the CFO, senior leadership and store-level directors.• 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.• Managed budgeting process in Oracle PBCS (Hyperion) for consolidated $500MM company.• Partnered with Ops and Finance teams to develop budgets for delivery sales and store-level operational expenses.• Created SQL model to project monthly forecast sales to daily sales targets based on store-specific sales trends.• Supported CFO and Sr. Director of FP&A in delivering period close reporting packages.

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 recommendations, key performance indicators, and organizational support. Reporting, Analytics, and Automation* Led project to enhance automated system designed to analyze the entire default loan portfolio and detect potential borrower harm based on over 800 individual business rules. The solution reduced process execution time by 70%.* Led the team that successfully automated many large-scale manual processes. This improvement created development capacity equivalent to four full-time employees. * Led the team responsible for the report portfolio that played a crucial role in providing the OCC with the performance data needed to close the government issued Consent Order in May 2016. * Led team through large-scale database migration (SQL 2008 to SQL 2016) requiring table, data, ETL and report migrations with tight deadlines and zero report downtime. * Manage a portfolio of over 50 active SSRS reports and 20+ dynamic SSIS data automation routines. * Independently worked directly with business leaders to develop an entire suite of reports for a new business unit in the mortgage space. * Report scope includes daily pipeline management, branch-specific income statements, daily and monthly revenue, daily processor productivity and cycle time and trends. * Data automation projects include automated offsite database snapshots (backups), custom enhanced reporting views and automated flat file imports. * Developed custom automated report email delivery system utilizing Python and Linux shell scripts.

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 data, revisions and protests. This data was then utilized in high level performance reports used across the organization to ensure third parties with the lowest risk were preferred for default servicing. ● 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