• Managed the data conversion of a bank with approximately $300 Million in assets. • Built and implemented a Data Governance program to identify and develop high value data assets with an enterprise wide cross-functional team. • Developing and rolling out a corporate wide Data Literacy program.• Implemented Robotic Process Automation software, resulting in 35,000 hours of time savings for the business. Managed the RFP process from 3 vendors and selected our current partner.• Envisioned and delivered predictive models to incorporate Data Driven decisions and prioritize call campaigns to target higher propensity outreach to members.• Implemented Time Series Analytics to better project and assign deposit growth goals.

• Lead a team of Database Developers, Database Administrators, Application Developers, Business Intelligence Analyst, Marketing Analysts, Business Systems Analyst and Interns. • Drive strategy of data driven decision making, Business Intelligence, Analytics, Robotic Process Automation, Data Delivery and Reporting.• Grew the Data & Analytics and Business Intelligence teams from 3 FTE to 8 FTE. The Business Transformation team grew from 3 to 4.• Manage the service ticket system and prioritization of over 1,200 service requests annually.

• Prioritize and collect Business Intelligence ideas and follow them through to completion inside the Qlik BI platform.

• SSRS Reporting and Analytics• Database mining and data delivery.

• Responsible for coordinating the budget for loan and deposit growth forecasting on a $2.8 Billion balance sheet• Process and analyze risk profiles and stress testing for changes in yield curve risk, business risk, basis risk, re-pricing risk, unfunded commitments, option risk, liquidity risk, and back testing• Business Intelligence System team. Testing out 4 vendors software with a business case to recommend a platform for the IT Steering Committee• Forecast the income statement and balance sheet for the credit union, as well as reported the results compared to budget• Report member profitability, branch profitability, account profitability, segment profitability, etc.• Create and present relevant monthly presentations for the Asset and Liability Committee as well as provided and distribute monthly reporting of financial analysis• Gather and enter data for regulatory reporting• Break even analysis and proposals for new branches as well as mergers• Complete ad hoc requests for executive management using SQL and Microsoft Visual Foxpro• Manage the Asset Liability Management (ALM) Model, Funds Transfer Pricing (FTP), and Data Management Systems (DMS)• Various business planning scenario testing. Examples: selling loans, purchasing investments, buying loans, changes in new volumes, etc.• Create tracking and reporting for Branch Scorecards• Convert programs created in Microsoft Visual Foxpro into Microsoft SQL Server Management Studio• Implement Instrument Level Pricing into the ALM Model• Rewards and Recognition team. Developing options and strategies to recommend to executive management to get deeper team member engagement by enhancing the current team member rewards systems• Manage Credit Union wholesale cash positions including borrowings and excess cash transfers to and from the Federal Reserve and Corporate Credit Unions