• Led data integration project to on-board new banking partner. My efforts included: defined roadmap, decomposed deliverables - epics & user stories, communicated requirements with data engineers, provided project status to senior leadership team, performed data validation to ensure data accuracy was met, collaborated with engineers to design data pipelines and defined data availability schedule to meet delivery SLA’s• Defined analytical cloud platform roadmap collaborating with key stakeholders. Documented user stories, set sprint priorities, led data modeling design and guided data engineering efforts to develop data analytic platform within Google Big Query cloud platform• Successfully designed and developed several Tableau dashboard / reporting solutions that automated several manual reporting processes in support of Finance and Accounting departments. Resulting in reduction of 50 hours of time spent each month performing the manual processes as well as improved accuracy• Collaborated with business leaders, data scientists and data engineers to design and develop framework within Google Big Query to utilize machine learning capabilities to drive process improvement efficiencies that led to optimized loan default collection efforts and loan refinance opportunities. Data services were developed to allow application engineering team to consume model outputs and incorporate in work flows

• Worked on digital transformation initiative providing customer journey analytics by defined data composites related new accounts, asset transfers, monetary transactions and equity & mutual fund trading processes. Predictive models consumed this information to enhance customer profile for personalized product recommendations• Developed dashboards on key metrics which assisted business leaders to make data driven decisions and monitor progress towards strategic goals• Demonstrated ability to quickly learn Charles Schwab reporting procedures. Collaborated with peers to define Tableau and SQL development standards. Led weekly code review meetings to ensure standards adherence

• Actively worked with senior leadership in establishing technology strategy to successfully implement their enterprise data warehouse by developing product roadmap• Created and facilitated data governance board process; to oversee the enterprise data needs of both internal business users and external customers. To ensure the most effective and efficient means of delivery is achieved by reducing / eliminating redundant reports, data marts and other methods being used to delivery information• Extensive experience with dashboard design to maximize the data visualization of KPI’s for executive and operational manager focused dashboards

• Established BI / enterprise data warehouse roadmap, presented roadmap to senior leadership team and worked with scrum master / project managers to ensured project stayed on track• Successfully performed all produce owner responsibilities throughout the first three phases of the project, this was accomplished by being an active participant in all aspects of the project from requirements, development, project planning, project communications and training• Designed dimensional model for data warehouse and created source to target documents that were used by ETL developers. Multiple source systems were in scope for this project which includes: SAP, Maximo, Cascade and HRMS. These systems primarily contained: inventory management, supply chain, financial, work / asset management and human resource information• Collaborated with project managers to establish project timeline – provided detailed estimates of work required for scope of work of initial release and subsequent releases

• Established data warehouse development team – by defining team roles and responsibilities, created job postings, & worked with internal and external recruiters to interview and hire individuals to fill the defined roles• Created data warehouse product vision and roadmap to effectively manage scope of work and business expectations• Worked with key business stakeholders from a product owner role to set data warehouse sprint priorities with overall focus on highest return on investment (ROI)

• Successfully led efforts to capture user requirements for several web-based projects, assisted in managing project timeline and risk mitigation to ensure budgets constraints were met

• Worked primarily as business systems analyst in scope, design, requirement gathering/documentation & test plan on multiple software development projects