Stephen M.

Stephen M. Email and Phone Number

Vice President - Independent Financial @ Independent Financial
Stephen M.'s Location
Aurora, Colorado, United States, United States
Stephen M.'s Contact Details
About Stephen M.

Experienced Senior Data Steward with a demonstrated history of working with data in various industries. Skilled in business/data analysis, stake holder engagement, databases, master/meta data management, business reporting, and program/project management.

Stephen M.'s Current Company Details
Independent Financial

Independent Financial

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Vice President - Independent Financial
Stephen M. Work Experience Details
  • Independent Financial
    Vice President
    Independent Financial Dec 2021 - Present
    Mckinney, Texas, Us
    •Create standards for the collection, storage, use, and security of data across the enterprise•Develop standards for the documentation of business and technical metadata as well as data lineage •Evaluate and implement technical solutions used to enable data stewardship•Construct framework to incorporate data governance and stewardship into major strategic enterprise initiatives and ensure data stewards are consulted as new solutions are developed or business processes changed•Establish a data literacy program to enhance employees’ ability to read, understand, analyze, and communicate data in the proper context•Establish processes to define, measure, and report data quality metrics and remediate identified data quality issues•Design and implement processes for reporting, evaluating, and resolving data defects•Collaborate with the Business Intelligence Manager to define a reporting processes for data and analytics assets•Provide deep subject matter expertise on the processes and technologies that create, maintain, update, and delete data•Collaborate with data owners, business stakeholders, and other data stewards to identify, prioritize, define, classify, and document metadata attributes for data elements in the business glossary •Collaborate with IT staff to assemble and maintain a catalog of data assets with technical metadata attributes and ensure that technical assets are mapped to data elements in the business glossary•Capture metadata associated with data lineage, including source-to-target mappings, transformations, thresholds, and triggers•Maintain data flow diagrams that illustrate the flow of data between systems, databases, etc.•Ensure that data and related artifacts adhere to enterprise policies, standards, and processes•Review the various uses of data to ensure careful control and appropriateness to achieve enterprise objectives
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  • New York Life Insurance Company
    Senior Associate - Retail Life
    New York Life Insurance Company Jul 2018 - Nov 2021
    New York, New York, Us
    •Lead the Data Stewardship function across the enterprise, including data strategy development and solution delivery for effective data management•Develop data dictionary and data definitions for each data subject including data standards, data formats, preferred data sources, validation rules and data usage policies•Develop data governance processes for managing movement of data such as creation, de-duplication, unification and archiving of data•Design oversight programs to monitor and report data quality issues and to ensure adherence to data policies and standards•Develop and maintain data flow architecture and data lineage for various lines of business within the organization•Create metrics to measure data quality targets and conduct policy reviews to ensure business processes are effective in minimizing risk derived from bad data•Conduct research into data quality issues and develop programs/scripts to profile data within key data stores•Engage leadership to communicate on matters pertaining to Data Stewardship and interpret related legal, regulatory and other external requirements for the control of data•Provide high value and impactful solutions to remediate data quality challenges and perform cost-benefit analyses to support the business case for the solutions
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  • Wiley
    Senior Project Analyst
    Wiley Apr 2016 - Jul 2018
    Hoboken, Nj, Us
    • Deliver high-quality customer data to and from consuming and source systems such as SAP, Salesforce.com, BI and other mater data sources.• Responsible for detailed data assessments to ensure mater data fitness to meet project requirements.• Develop and execute cleansing and migration plans in cooperation with Customer Data Governance and MDM IT teams.• Serve as the primary contact for all project deliverables from the design phase through post-production support.• Coordinate Data Governance team resources to ensure data standards, governance, data quality and operation support.
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  • Marsh & Mclennan Companies, Inc.
    Data Governance Steward
    Marsh & Mclennan Companies, Inc. May 2014 - Dec 2015
    New York, Ny, Us
    ● Work with various teams across business to complete implementation of new chart of accounts along with transitioning to new version of Oracle.● Review and approve requests for additions or changes to the hierarchies of data (e.g. new accounts, departments, legal entities) in the Oracle suite of products (EBS, HFM, OBIEE). ● Work directly with HFM, Essbase, and Planning teams to implement data changes on a bi-monthly schedule.● Collect, collate and evaluate finance data related issues during month-end close and work through those errors and kick-outs until they are resolved.● Manage standard finance data business definitions for every character of data in Oracle and ensure the architecture of the data input supports the intended use of the system.● Oversee the enterprise finance data quality standards including data rules associated with the data sets● Create and maintain business process documentation related to each of the chart of account hierarchies
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  • Cache Inc
    Software Administrator/ Project Manager
    Cache Inc Jan 2012 - May 2014
    • Established a software implementation plan through workflow analysis, employee interviews, and group workshops• Manage installation, configuration, and upgrade of product life cycle management software• Develop and conduct user training for Design, Merchandising, and Production Departments• Troubleshoot technical issues related to integrated web, inventory, and ERP systems• Support users daily, maintain data integrity, and expedite the movement of product through system
  • Cache Inc
    Cost Accounting Specialist
    Cache Inc May 2011 - Aug 2012
    • Compare style costs sheets to invoices paid in order to close monthly books• Create accounting style file for Sarbanes-Oxley audit• Prepare weekly sales report for executive team and field managers.• Ad hoc data analysis and financial reporting using Excel, Monarch, and ERP data
  • Cache Inc
    Information Technology Support Specialist
    Cache Inc May 2009 - May 2011
    • Retrieved store sales data daily and reconciled missing information• Remotely Solved PC problems and fixed network connections for 300 retail stores• Configured and repaired PC, Printer, Network, and Telephone systems• Provided courteous desk side user support• Maintained system backups and tape libraries
  • Expeditors
    Branch Information Systems Support Specialist
    Expeditors Jan 2007 - Jan 2008
    Bellevue, Washington, Us
    • Resolved software and hardware problems related to the PC, printers, and scanners• Handled PC software and hardware updates• Was on call to troubleshoot after hours problems including end of day issues• Supported sales team and other remote users.• Identified and implemented system improvements as needed
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  • Expeditors
    Assistant To Department Manager
    Expeditors Jul 2006 - Jan 2007
    Bellevue, Washington, Us
    • Developed and issued reports for both the Brokerage and Accounting departments, which were utilized to monitor and analyze customer activity and account performance• Prepared presentation materials for sales associates and managers that were used in client meetings and quarterly quality management reviews• Maintained and developed a Microsoft Access database used for storing and analyzing customs brokerage data
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  • Expeditors
    Customs House Broker
    Expeditors Jun 2004 - Jul 2006
    Bellevue, Washington, Us
    • Main responsibilities included the preparation and compilation of necessary documents required by the federal government for the discharge of foreign cargo at domestic port • Served as an intermediary between importers, merchant shipping companies, airlines, railroads, trucking companies, and the United States Customs Service Department• Handled dispatch and timely movement of shipments for multiple clients daily• Created monthly client billing statements
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Stephen M. Skills

Chart Of Accounts Leadership Statements Of Work Data Integration Smartview Oracle E Business Suite Microsoft Visio Insurance Retail Windows Financial Planning Enterprise Resource Planning Data Standards Networking Logistics Master Data Data Analysis Business Rules Troubleshooting Customer Data Integration Business Analysis Supply Chain Management Finance Process Improvement Team Leadership Visio Strategy Data Domain Product Lifecycle Management Onenote Subject Matter Experts Microsoft Office Microsoft Access Database Administration Fashion Microsoft Excel Business Process Training Apparel Business Requirements Master Data Management Customer Service Software Implementation Essbase Onboarding Business Intelligence Project Planning Business Process Improvement Sql Management Project Management Product Development Inventory Management 360 Degree View Hyperion Hfm Enterprise Data Presentations Analysis Pos It Service Management Databases

Stephen M. Education Details

  • York College Of The City University Of New York
    York College Of The City University Of New York
    Finance And International Business

Frequently Asked Questions about Stephen M.

What company does Stephen M. work for?

Stephen M. works for Independent Financial

What is Stephen M.'s role at the current company?

Stephen M.'s current role is Vice President - Independent Financial.

What is Stephen M.'s email address?

Stephen M.'s email address is km****@****ife.com

What schools did Stephen M. attend?

Stephen M. attended York College Of The City University Of New York.

What are some of Stephen M.'s interests?

Stephen M. has interest in Economic Empowerment, Education, Environment, Science And Technology, Arts And Culture, Health.

What skills is Stephen M. known for?

Stephen M. has skills like Chart Of Accounts, Leadership, Statements Of Work, Data Integration, Smartview, Oracle E Business Suite, Microsoft Visio, Insurance, Retail, Windows, Financial Planning, Enterprise Resource Planning.

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