Michael Forquer Email & Phone Number

Primary responsibilities includeLeading and managing a team to support the departments in strengthening agency-wide data governance efforts to include development, maintenance and updating of strategic and tactical data strategies and roadmaps, including related data priorities, performance measures and indicators.Support the establishment, implementation, and maintenance of data governance across the agency; logistical, planning and facilitation support for the agency and relevant working group as appropriate.Support the implementation and operations of the Data Governance Board to enforce sound data governance policy and process decisions throughout the agency while providing logistical, planning and facilitation support; assist in developing governance material.Support the agency in selecting a data maturity model and conducting the Agency’s initial and annual individual principal office’s data maturity assessment and updating the model to meet evolving departmental needs, as well as, establishing, standardizing, creating efficiencies across the Agency through shared data support services and document and evaluate department level processes around data. The focus will be on key drivers such as: data access and availability, metadata management, Master Data Management, data governance, coordination and planning for data management, data knowledge and skills, data collection, information collection processes, staff capacity, open data, among other areas.

Dallas, Tx, Us

Manage the execution of data stewardship initiatives including but not limited to Issue Management, Critical Data Elements, Data Classification, Data Quality, Data Lineage, Metadata, Data Retention, Data Privacy, and Data Protection. Provide direction for Data Governance and Value Generating activities including project planning, prioritizing requirements, and activities, seeking diverse points of view for optimal solutions, understanding, resolving, or escalating issues and concerns and influencing team members.

Austin, Tx, Us

Define and implement Data Governance policies, procedures, and standards while onboarding and leveraging a variety of best-in-class data management and governance tools and processes. Collaborate with business and IT to ensure accuracy and availability of data to drive the transformation of Kestra’s information capabilities.

Santa Rosa, Ca, Us

Responsible for the accuracy and integrity of the managed information delivered to internal and external users. Develop and execute controls to improve data quality across the Association. Defining and cataloging data elements contained within the Association’s data warehouse. In addition, collaborating with business unit stewards, IT staff, as well as the Association’s reporting team to ensure all efforts support the Association’s success and promote industry best practices in data management.ESSENTIAL DUTIES:• Provide direction on the use of data for the organization.• Define and catalogue critical data elements within the Association’s metadata repository. This includes supporting multiple data categories and interacting with individuals supporting each category.• Communicate proper understanding and use of metadata requirements for data elements contained within the Association data warehouse.• Collaborate with IT staff to develop strategies for warehouse implementation, data acquisition, and archive recovery.• Recommend consistent business naming standards for use across the Association; develop data definitions, standard calculations, and business rules. • Develop and maintain an efficient reconciliation process to ensure accurate information is delivered to users. Recommend process improvements.• Assess and report on the quality of data across the organization. Participate in projects to improve data quality and data integrity

Atlanta, Ga, Us

• Work to define and provide organizational oversight on proper governance and data management practices including the reach and management of enterprise data polices.Notable achievements while in the position have included:- Serve as the key governance analyst and technical coordinator on the SEC Report Modernization project. - Devised and created the first dynamic, interactive Senior Executive Investment Data Quality Tableau Dashboard.- Selected to serve as the co-system administrator for the Collibra Data Governance System Implementation projects, supporting the technical build-out, metadata inventory creation and application training for multiple business units consisting of 100+ employees. - Designed the procedure and dashboarding for the department’s risk assessment and analysis for 6 different business units. - Created and implemented multiple business contingency procedures for 6 business units with 100+ employees.

Atlanta, Ga, Us

• Supported a number of projects related to the various vendors that supplied Dealer/Advisor information to the team and department. Notable achievements while in the position included:- Created and implemented a number of highly effective, automated BAU processes, resulting in time savings of 100+ in processing hours per month. - Selected to serve as the department’s mentor for the Enterprise Peer Mentoring Program.

Atlanta, Ga, Us

• Made decisions on the behalf of the management team regarding system enhancements, internal processing guidelines, and industry-specific processes.Notable achievements while in the position included:- Created, pitched and successfully implemented of a new position, Senior Operations Specialist, in addition to leading the creation of similar positions within multiple business units enterprise wide. - Recognized as the business subject matter expert for the Cost Basis project, consulting on the creation and implementation of the CBRS files, controls and reports. - Coordinated the successfully completion and implementation of the electronic document revision programming, which saved the company 750+ hours and $17,500 annually in lost time.- Served as the subject matter expert for 12b-1 Payments and Processing, representing the back offices on all committees regarding the process including the refinement and development of current procedures. - Designed, coordinated and implemented Transfer Agent-wide guidelines for Trading Halts. - Produced and implemented the current Management Closing Procedures for late/restated pricing and the new departmental quality and productivity metrics implementing in 2011 and again in 2014. - Created the curriculum for and delivered NSCC education training for 150+ employees across 8 different teams including the upper and executive management teams. - Designed the staffing analytics data model for multiple departments with 500+ employees and created and coordinated a cross-training program for 700+ employees over 12 business units.

Atlanta, Ga, Us

• Managed the Advisor and Dealer File Administration Processing teams consisting of 12 representatives and an assistant supervisor through a proactive approach to training and development on position best practices. • Directed the completion of suspended or rejected NSCC trades, monetary and non-monetary requests and delivery of commissions 12b-1 payment files. • Led department training for 200+ employees on Microsoft Excel and Project Management.Notable achievements while in the position included:- Served as the departmental Disaster Recovery Coordinator, leading procedure creation, organizing disaster recovery drills and supervising off-site processing. - Successfully eliminated the WOD phone trading application, resulting in a saving of 100+ hours of processing each month. - Designed and implemented departmental production and quality-related metrics for 12 different processing teams and 300+ employees. - Orchestrated 2 large-scale departmental moves of 500+ employees.

Atlanta, Ga, Us

• Directed the efforts of a high performing Specialized Processing team consisting of 17 representatives and an assistant supervisor through a proactive approach to training and development on position best practices. • Led in a manner that ensured accurate completion of all requests related to death, divorce, required minimum distributions and excess contributions. Notable achievements while in the position included:- Recreated and refined the return of excess procedures, which resulted in a 50% reduction in the processing time for these items and a cost savings of $15,000+ per month.

Atlanta, Ga, Us

• Managed the high performing Retirement Plans New Sales team consisting of 15 representatives and an assistant supervisor through a proactive approach to staff training and development.Notable achievements while in the position included:- Designed and implemented a highly effective adherence track tool used to quantify representative adherence for a department of 300 employees.- Served as the main coordinator and key point-of-contact for the Day-in-the-Life project which rolled out a new imaging system for the Transfer Agent Processing unit consisting of 300+ employees.