Unlocking value from data by providing insights to improve customer experience, increase revenue, optimise capital, enhance risk management, deliver regulatory compliance and reduce costs. A business focussed team, identifying inaccurate data attributes threatening the integrity of HSBC data, as well as supporting HSBCs ambitions to be Net Zero in its operations and supply chain by 2030

• Provide a clear strategy for Data Quality Measurement linking internal and external data to deliver analytical insights via HSBC's Big Data Platform• Implementation of Data Quality governance and framework. This includes responsibility for the integrity of the operating model, identifying new and better ways of working (e.g. agile) using a data-led framework to govern performance• Ensure that critical data within the designated trusted sources are of high quality and fit for purpose• Partnering closely with regulatory and audit programmes (BCBS 239, IBOR, Basel III) to implement data quality requirements. Providing KPI’s via Data Quality Dashboards• Managing data quality issues and remediation• Maintain close collaboration and effective working across Data and Analytics, Product, Group Functions and Global Businesses to ensure a holistic leadership approach to Chief Data Office responsibilities• Providing consultancy as a data ‘Subject Matter Expert’ to bank wide regulatory programmes such as Trade and Transaction Reporting, IBOR, Basel III and BCBS in their adoption of data • Supporting and guiding the Data Quality team in their deliverables by providing a framework to work with and review of outputs• Leading senior governance forums, working groups and stakeholder workshops to drive improvements in Data Quality• Oversight of Chief Data Office programme delivery. Balancing scope, stakeholders, interdependencies, budget, timeframes and risks• Partnering with the owners of critical business processes and programmes to ensure data remains ‘under governance’ and that data quality measurements and requirements are maintained in Collibra and attested to annually• Maintaining HSBC internal control standards, including timely implementation of internal and external audit points together with any issues raised by external regulators

• Accountable for all Regulatory Data Transformation and Remediation work streams across Global Banking & Markets, acting as both Lead analyst and design lead for all regulatory solutions • Lead Regulatory SME across the Regulatory Portfolio. Including Trade Reporting, Dodd Frank, EMIR, HKMA, FATCA, Volcker, MRUD, ASIC, MiFID II/MiFIR• Strong collaboration required between Business, Technology, Data Producers and Chief Data Office. Ability to influence other key functions and groups not under direct control• Strong relationship and stakeholder management to all senior Management Directors• Reduced overall costs of Client Data remediation by $13mn by implementing governance and engagement between GBM FATCA and Global Standards programmes• Remediated all legacy high priority client data issues (7000) within Trade Reporting and moved process to BAU• Created a Terms of Reference and Target Operating Model for client data requirements within the Regulatory Transformation Portfolio to enable internal and external Audits.• Designed and implementation a remediation dashboard to ensure regulatory compliance and avoidance of duplicative remediation• Implemented governance and drove remediation of Funds and Branches programmes within GBM.• Introduced external vendor AVOX to the FATCA data readiness programme. This saved over $1m in outreach costs• Responsible for the documentation of As-is and To-be Architecture and Processes, Business Requirements, Functional Requirements, Test Plans, Test Approaches and Post-Implementation Review• Identifying anomalies and providing solutions to prepare the data for distribution to consuming systems • Responsible for the delivery of all Management Information and Data Quality Dashboards across the regulatory portfolio to provide visibility for Senior Management across Regulatory Remediation• Ensure all Data Quality issues are managed and escalated to ensure resolution across the data producer areas

• Review scoping analysis, understand scale of problem and causes, evaluate options for resolution, and agree solution• Prioritise issues/opportunities for improvement for further investigation and scoping• Confirm readiness for implementation of solutions• Organise Working Groups for Group Credit Risk and Divisional SME’s. • Produce work stream Progress Report including RAG, status update, achievements, progress against milestones, and dependencies• Escalation of Risks & Issues• Educate risk reference data and reporting teams to be able to use internal reference data systems correctly and therefore enter the correct data to the ‘Golden Source’

• Co-ordinated all e2e testing and UAT testing for a large integration programme to transfer 80+ ABN AMRO applications onto RBS infrastructure to adopt RBS “Golden Source” for reference data and successfully deliver within strict deadlines• Conducted a detailed review of data and functionality gaps between ABN AMRO and RBS platforms• Implemented and agreed test approaches with all applications• Confirmed test documentation requirements & deliverables (i.e. test readiness report, test completion report and traceability matrix)• Organised test schedules and system environments for UAT and e2e testing • Managed escalation process and defect management using Test Director• Co-ordinated acceptance criteria and sign off for all business and technology owners for each application• Co-ordinated applications cutover to BAU

• Thorough knowledge of regulatory environment and developments relating to credit risk and reference data, including Basel II Accord and other relevant regulatory requirements• Working closely with global credit risk teams to implement new practices and work streams for Basel II, including introducing unique global identifier across all Citigroup reference data applications• Closely working with ratings agencies Standard & Poor’s, Fitch and Moody’s to link all internal counterparty data to security master applications• Working closely with reference data vendors and financial data companies: Capital IQ, AVOX and Interactive Data to co-ordinate the remediation of all market active securities and issuers• Successfully created offshore reference data teams in New York, Manila and Mumbai• Liaising daily with various areas such as Compliance, Middle Office, Front Office and credit functions to maintain all reference data and industrial classification data attributes i.e. SIC codes and regulatory reporting codes• Extensive knowledge of maintaining customer trading accounts for the Global Markets business • Adding and lifting compliance restrictions to Legal Entities and Sub-Accounts• Performing low risk KYC updates clients affected by remediation projects• Effectively using web based data systems for company research, these include Bankers Almanac, Dun & Bradstreet, OneSource, Global Stock Exchange and Regulator websites