As the Head of Data & Analytics for The Baldwin Group (NASDAQ:BWIN), I am responsible for working closely with the business leaders to align and execute on the data strategy for the enterprise. Focused on building capabilities across people, process, and technology in a repeatable, scalable, and sustainable way that will support the continued growth of the company.

MSI, a member of The Baldwin Group (NASDAQ:BWIN), is one of the largest managing general agents (MGAs) in the United States.As a member of the MSI Executive Leadership Team and Head of the Data & Analytics Growth Service, I am accountable for building a world-class data and analytics capability (Data Management, Business Intelligence, Data Engineering, and Advanced Analytics) to support the rapid growth of the company. Responsible for working closely with the Product Segment Presidents to align on priorities and balance capability building with delivery of immediate business benefits. Focused on building capabilities across people, process, and technology in a repeatable, scalable, and sustainable way.

Responsible for building organizational capability in Data Management and driving execution across the enterprise to maximize business benefits. Led the Enterprise Data Management Department focused on data management strategy, data governance execution, data quality, metadata & lineage, and data governance operations.

Supported the VP of Data Analytics for a hospital system by managing the team’s portfolio of projects and leading key strategic projects. Worked with leadership to improve processes for managing capacity, prioritization and utilization of the team.

Founded a company that invented and manufactured a new hardgoods product. I grew revenue to over $16M within our first 3 years of sales with an average EBITDA of 12.2%. This growth placed us at #239 on the Inc. 5000 list in 2019. As CEO, I managed all aspects of the business from operations and finance to sales and marketing. I was also able to expand our sales internationally into 18 countries. I created a brand (UpCart®) that was sold through some of the world’s most prestigious retailers.

Built an Operational Excellence organization focused on implementing Lean and Continuous Improvement principals. Partnered with Senior Executives to embed Operational Excellence in the business strategy and partnered with Field Operations to implement standard work, daily scorecards, huddles, problem solving, etc. Focus on embedding standards and investing in building capabilities at the front-line leaders of the organization with a return to core competencies and consistency in execution.

Partner with senior leaders to develop strategies for streamlining and simplifying operations leading to expense reduction and increased capacity. Lead a team of process engineers, analysts and consultants through in-depth assessments of cross-functional processes, core operations and Tier 1 IT Programs. Identify and prioritize opportunities to best align with business objectives and organizational goals. Work closely with business partners to develop execution plans to implement improvements and realize financial benefits.

Responsible for managing the relationship between the IT organization and the Business. Act as the liaison to the business for their IT needs, ensuring open communication, prioritizing strategic objectives and aligning IT strategy with business unit needs, setting and managing expectations, assistance with issue resolution, and status reporting to stakeholders and executives. Accountable for successful delivery of innovative and value added solutions by aligning other IT departments to a shared goal.

Drive towards sustainable business success; "Move the Needle", by close understanding of customer needs, disciplined use of facts, data, and statistical analysis, and diligent attention to managing, improving, and reinventing business processes. Lead my customers (CAH Internal Business Units) through the DMAIC framework/methodology, and helping to drive a culture change.

Recruited to be senior member of the IT Systems Planning group responsible for program management of IT activities in support of our Accounting and Finance as well as Commercial Operations lines of business. Proactively managed the relationship between IT and the Business Unit, ensuring open communication, prioritizing strategic objectives and aligning IT strategy with business unit needs, setting and managing expectations, managing marquee projects, mentoring mid-senior level Business System Analysts and Project Managers, and status reporting to stakeholders and executives. Accountable for successful delivery of innovative and value added solutions.

Recruited to be senior member of the IT Systems Planning group responsible for program management of IT activities in support of our Accounting and Finance as well as Commercial Operations lines of business. Proactively managed the relationship between IT and the Business Unit, ensuring open communication, prioritizing strategic objectives and aligning IT strategy with business unit needs, setting and managing expectations, managing marquee projects, mentoring mid-senior level Business System Analysts and Project Managers, and status reporting to stakeholders and executives. Accountable for successful delivery of innovative and value added solutions.

Rescued a project that was in jeopardy of being terminated. Replaced existing project manager on the implementation of a Human Capital Management system for an 88,000+ employee population of a large bank. Created new scope statement, schedule baseline, cost baseline, resource management plan, risk management plan, and project plan. Developed strict change control process. Managed all aspects of the project including, requirements clarification, business process improvement, issue resolution, scope management, change management, resource management, contract negotiations, budget, and reporting to executive sponsorship, stakeholders, and lines of business.

Tasked with managing a portfolio of projects in support of the Human Resources department of a large bank. Responsibilitiesincluded project management tasks, working with lines of business on IT strategy, resource acquisition and management, vendor scoring, hardware sizing and selection, infrastructure design, development of a repeatable process to be followed for future projects, and status reporting to stakeholders, sponsors, and customers.

Reported directly to the CFO and was responsible for all enterprise wide information systems. Member of steering committee that oversaw corporate IT direction and strategy, involved in software evaluation and selection, vendor management, contract negotiation, addressed IT staffing issues, and functioned as the Project Manager over the implementation of PeopleSoft Finance and CRM.

Promoted to lead the development activities for the PowerPlant Asset Management and PeopleSoft Project Costing teams.Responsible for identifying and resolving issues related to business process design, system integration, and technical architecture. Coordinated work schedules, assigned development activities, reviewed design documentation, enforced testing methodologies and migration procedures, determined staffing requirements and interviewed potential team members. Assessed team's ability to meet milestone dates, and implementation readiness. Delivered status reports at daily and weekly status meetings with upper management as well as participated in global issues resolution sessions. Enforced methodology, testing, and documentation best practices. Mentored junior level team members in all areas of development.

PeopleSoft development, including conversions, interfaces, and UI design.