Jami R. Email & Phone Number

San Diego, Ca, Us

• Responsible for creating and institutionalizing data strategy, policies, processes, toolsets, and organizational structures that will enable enterprise level governance and the full realization of data as a strategic company asset.• Managed a team of data and analytics governance leaders and senior information management professionals across regions and business units.• Defined, managed, and advanced enterprise information management principles, policies and programs for stewardship, advocacy and custodianship of data and analytics.• Fostered data-driven culture with the creation of a data literacy program and capabilities for the organization.• Partnered closely with colleagues in Technology to help manage data engineering and technology.• Established and defined the vision, goals, and objective for information lifecycle management and ensured stakeholder alignment on priorities, implementation, and governance.• Worked with key partners in Privacy, Security, Technology & Analytics functions to execute data access priorities and ensure proper controls are established.• Engaged with the industry to learn about standard methodologies, gain insightful competitive and regulatory intelligence to help in building excellence in our governance initiatives.• Drove data quality metrics across the organization.• Identified new types and sources of data to enable business innovation and across the organization.

- Lead the initiative to operationalize data governance across the Investment Management Group (IMG) including driving the adoption of data governance across the IMG leadership team- Manage a team that ensures the quality, availability, reliability, timeliness and consistency of IMG’s data and oversee the creation of data governance, data management and reporting policies, standards and processes-Spearhead the selection and implementation of data management tools utilized by the organization-Select, organize and train the data stewardship network for IMG-Direct the team that identifies critical data points across the organization, cataloging this information for business consumption to make IMG’s data easily understandable and traceable

-Provided financial consultation, planning and analysis for the Infrastructure and Operations organization-Coordinated the development of operational forecasts and budgets for $240M.-Designed and led the implementation of an entirely new expense management process to offer better transparency and analysis capabilities with a $572M I&O budget-Developed a new executive level reporting package to allow for better management of spend throughout the I&O organization-Helped develop the team structure, including defining organizational structures, roles, responsibilities, governance, staffing and sourcing to support business goals, strategies and process architecture-Trained business partners on the use of new forecasting tools and templates to allow for better planning and forecasting within the business

-Forecasted, budgeted and analyzed expenses associated with the marketing Business Transformation Council (BTC) funded project portfolio-Completed cost benefit analysis, and worked to drive expense efficiencies through recommendations and process improvements-Provided financial consultation, planned and analyzed for enterprise-funded marketing initiatives from ideation through business case development and implementation; measured, tracked and confirmed realization of stated benefits throughout the life of the project-Coordinated the development of operational forecasts and budgets for 15 – 20 projects within a $40M portfolio; maintained consistent touch-points with executive stakeholders to communicate risks and opportunities-Consulted with business and financial leadership on complex projects, processes, systems and activities to improve financial results and support our strategic goal

-Established and managed the newly formed Enterprise Data Governance (EDG) Operations team, which was responsible for developing and implementing new processes/procedures to support and grow EDG’s capability teams-Created a new team based on the findings of an Internal Audit review-Rapidly constructed a high-performing group that could engage project teams and provide consultation (this saved hundreds of IT hours)-Managed and coordinated work efforts of a twenty-three-person cross functional group to ensure consistent quality and efficient delivery of all work products and guarantee stakeholder alignment-Facilitated relationships between EDG and the Executive Stewardship, Operations and Steering Committees to ensure fluid communication of all data quality issues, recommendations and project statuses

-Analyzed and documented current accounting processes for the Investment Accounting group in order to make recommendations for process improvement and redesign-Validated recommendations that were made by the IT team benefiting the need of the business -Participated on the team for design and implantation of a new data warehouse platform and reporting tool to improve financial reporting and analysis capabilities for management reporting-Designed and implemented database for creating manual journal entries-Trained an accounting group of over twenty associates on new reporting tools for the group's ad hoc reporting need-Led initiatives that improved data standardization and integrity

-Generated recommendations for improvements in processes and internal controls by analyzing incoming interface flows; thus, ensuring the integrity of the data processed-Built new reports by collaborating with customers to further data specifications-Managed the developers who were responsible for verifying all regulatory requirements were met-Guaranteed that the customers reporting needs were achieved -Contributed to the finance initiative that consolidated finance areas of the company by developing and implementing controls, processes/procedures and affirming that all finance areas followed the same standards-Performed user acceptance testing for reference data and reporting functions, confirming existing internal controls met security and regulatory requirements-Maintained reference data, hierarchies and translation tables to reflect organizational changes

Us