Steve Goren Email and Phone Number

Partner in the Banking, Financial Services and Insurance Practice in the Consulting & Services Integration Go-to-Market division. Focusing on Solution Development, Business Development and Engagement oversight of Payments and other opportunities and engagements. Member of Afinis Interoperability Standards Organization Chairing the IFX Strategy and Operations Committee.• Managed a Data Strategy Assessment for Global Bank. Performed comprehensive review of BI Architecture, tool evaluation for current and future requirements. Presented recommendations for Data Governance, Metadata and Reference Architecture solutions.• Project Managed a Business Intelligence and Analytics Strategy project for Freddie Mac. Lead a team of Business Analysts and Data Visualization specialists to gather requirements for a future state environment to support the Single Family Portfolio Management Group.• Engagement Manager of team that performed a technology assessment of the largest payment website in the world processing over 110 million payments per year. Interviewed all levels of technology organization, made recommendations for architecture, performance management, governance and technology redesign. Provided project oversight of major re-platform from AS/400 to Unix for Web and Application server architecture.• Performed an assessment of a multi-petabyte data warehouse that was experiencing performance, capacity and high cost of ownership issues. Reviewed business, technology and risk drivers and organizational constructs to create future state vision and road-map. Recommended Big Data platform solution alternatives.• As a Sr. Architect, developed Strategic Road-maps for Enterprise Marketing technology environments across multiple lines of business.

Data Quality Program Lead - Global Risk & Finance Technology• Led a team of twelve Business Analysts and platform developers to integrate exceptions from Front to Back office trading systems and control functions for the purpose of managing remediation efforts of Data Quality improvement. • Interacted with all levels of management, led Data Quality Steering and Working committees with several business units for the purpose of managing the issues associated with poor data quality. • The Data Quality platform provided Dashboard and issues management capability for the business unit user community. The technology for the Dashboard and platform was an Oracle database, Windows Presentation Foundation (WPF) user interface and Business Objects Xcelsius.

As a Senior Manager in the Insurance and Actuarial Advisory Services practice of Ernst & Young, served a leadership role in the practice as the Actuarial TransformationTM Solutions Champion. • Advised the top 30 U.S. Life Insurance company clients in how to make use of best practices in Data Warehousing and Business Intelligence to improve their valuation and modeling processes. Developed high level conceptual architecture and preliminary database design for the data warehouse of inputs and reporting data marts.Developed Data Analytics prototype for Insurance solutions using Tibco / Spotfire interactive Data Visualization software. • For a global Re-insurance company in Armonk, New York led the technology transformation for a Valuation Process improvement project. Performed analysis of source system data feeds to current processes. Designed a Data Warehouse to capture the seriatim output from modeling software to improve internal controls and reporting. Developed mappings of source systems to new data structures.• Led a team to redesign the Planning and forecasting component for an enterprise financial transformation process for a global insurance company in Minneapolis, Minnesota.• Led the Data and Reporting team to develop an Actuarial Data Warehouse, providing a single trusted source for all input data used in actuarial valuation, modeling and related analysis. Advised client on best practices in data governance and data management to ensure quality data and accurate reporting.• For a major insurance company in Newark, New Jersey designed a technology solution for the transformation of the valuation process. Implemented a data integration and data quality improvement strategy for all valuation and modeling processes.• Hosted a series of roundtable discussions on Actuarial TransformationTM for Chief and Senior Actuaries and their IT executive partners. Presented on Data Quality and Data Governance strategies.

Headed up Data Warehouse, Business Intelligence and Data Integration practice, educated and supported InSys Sales team in their efforts to support their clients’ strategic information needs.

Roles and responsibilities including Project Manager, Engagement Manager and Business Development for BI Solutions to the Financial Services, Insurance and Pharmaceutical industries.

For the Eastern Region of the U.S., promoted business development and project delivery of Business Intelligence, Data Warehousing and CRM efforts. Developed strategy, budget, practice development and career management of over 50 practitioners. Conceptualized service offerings and deliverables in support of Business Intelligence, Data Warehouse, CRM and Data Quality Solutions.Project managed a highly successful Global Risk Reporting system for Citibank and then a Consumer Bank marketing Data Warehouse for a global bank. The Marketing Data Warehouse was a very complex project with multiple project sponsors with conflicting agendas and a large team of client and consulting resources.