Business-systems analysis consulting company serving the financial and related industries:- Focused on family health issues.Client Accomplishments:- Recommended strategic website, mobile and content creation process enhancements in a technology roadmap.- Documented bookkeeping procedures and systems process model, recommended risk mitigation options and delivered a bookkeeping training module.- Coordinated and tracked financial assets, reconciled, and corrected accounting records, and managed events to profitability.- Attended preparation meetings, developed presentations, and managed weekly remote zoom call presentations.- Provided consultative leadership for HR and risk management technical solutions.New Business Development:- Content and workshop development for Coaching and Mentoring Practice. Completed high performance coaching programs. Drafted a non-published personal memoir.- Evaluated Financial Advisor business viability by analyzing service providers, practice management solutions and researching advisory business practices. Made a no-go decision.

Assessed, developed, and implemented data management and data governance strategies; drove alignment and consistency of data-management capabilities across organization.- Created management approved policy and procedures manual through gap analysis of departmental strategies, training and data-management toolsets.

Provided leadership and IT transformation expertise on client site engagements in the wealth management and DevOps IT transformation verticals. EMC Corporation was acquired by Dell Inc. in 2015.Clients:Caterpillar: Enabled Service Now IT transformation by conducting interviews, attending workshops, and documenting service catalog draft financial analysis that led to deployment.Walgreens: Delivered PaaS (Platform as a Service) roadmap by conducting and documenting IT manager workshops and editing final executive roadmap presentation for approval.Morgan Stanley: Delivered simplified processes to monthly IT release management with reduced resources by validating reporting solution to replace manual process, targeting communications, and tracking project status.Bank of America/Merrill Lynch: Supported desktop-application releases by documenting and executing User Acceptance Testing (UAT), tracking defects to closure and communicating statuses/issues to management.TD Ameritrade: Delivered an ITAAS (IT as a Service) Roadmap for new- account-opening client process; supported client-interfacing applications by documenting requirements and user stories and by collaborating with EMC IT team to identify a future state proposal that was implemented by senior management.Morgan Stanley/Smith Barney: Enabled branch systems’ agile integration, resulting in zero defect releases at the sales level, by documenting and executing UAT supporting 60K financial plans with +500 data attributes.

Matrix managed five (5) analysts that designed and implemented brokerage data mart and decision-support reporting tools; created scale and end-user reporting products to ensure integrity and usability of source data.- Created and implemented release management process, conducted daily triage meetings,and developed User Acceptance Testing that improved stability of data-reporting tools. - Led vendor performance management project that resulted in dashboard that improvedSenior Management decision-making.

Director - Client Services Business Intelligence, Smithfield, RIStrategically led expansion of operational data availability and business intelligence capabilities. - Created client-experience (CX) analytics that enabled process improvements, increased clientautomation rates from 78% to 85%, enabled associate feedback and coaching that boostedprocessing accuracy from 91% to 96%, and reduced call-center FTE headcount 7%.- Reengineered manual report processes to BI platform that provided single view of client dataand associated performance data that enabled new insights resulting in data-driven culture.- Led strategy sessions that integrated operational service data into enterprise reportingwarehouse and gained funding for predictive data solutions and implementations.

Managed and mentored eight (8) business analysts centralizing operational reporting and automating report solutions.- Implemented reporting suite by developing new “proof of concept” data solutions; providedagile, cheaper, and risk-averse reporting solutions while maintaining existing report inventoryand infrastructure.- Established centralized reporting function supporting 500-member call-center division;standardized reporting processes; consolidated three applications into one reporting application while delivering 650+ reengineered reports. All within 18 months