• Performing financial and data analysis on business transformation projects designed to improve business operations. • Created lean and full business case models for LOBs to justify and quantify value creation. • Maryland Prevailing Wage law. Advising LOBs on the financial and contractual impacts of the wage law; Created documentation for contractors to justify rate increases and to attest compliance with the law. • Supporting Supply Chain Management on recovering expenses by re-selling materials; Developing a CNG vehicle replacement plan for the feet management strategy; Conducting min/max analysis on inventory to improve asset accounting and material utilization.

Lead and manage a project management office, overseeing the integration of cloud-based information systems to establish a centralized customer data source. Develop comprehensive data ontology for data science and machine learning teams, streamlining the testing and delivery of data models for AI and virtual assistant bot capabilities. Implement monthly business reviews (MBRs) to enhance reporting quality and efficiency for leadership. Create KPI traceability maps that connected key deliverables to strategic imperatives of the Enterprise Data LOB. Managed the business intent and delivery process for enriching data files, enabling the availability of customer information and transaction details across multiple LOBs and platforms.Key Accomplishments:• Standardized six customer data attributes, resulting in the creation of a unified customer information platform serving all LOBs across 500M+ accounts.• Assisted Site Reliability Engineering teams in IT operations requests, contributing to an 18% increase in SRE delivery throughput and improved up-time and automation for LOB clients.• Utilized Tableau, QuickSite (Amazon), and Excel-based models to analyze and report on Agile delivery lifecycles, resulting in increased monthly throughput and reduced implementation times of data platform capabilities.

Built and enhanced enterprise tax reporting capabilities and operations through effective visual process management, data-driven decision-making, risk analysis, and control plans. Developed comprehensive process documentation for tax, bankruptcy, and KYC operations, leveraging metrics and controls to optimize operations, minimize risk, and provide auditable evidence for regulators and auditors. Implemented State tax withholding, reporting, and remittance procedures for interest transactions on IRA and deposit accounts, ensuring compliance with state regulations.Key Accomplishments:• Led cross-functional teams to transition from mailing customer tax forms to an online platform, leveraging Amazon cloud services, resulting in annual savings of $340K in paper costs.• Assumed responsibility for IRS reporting, regulatory management, compliance controls, customer data improvement, and year-end tax form delivery, resulting in improved reporting accuracy, elimination of $1.5M in penalties, reduced B-Notice exposure, and resolution of significant audit findings.• Directed Treasury team in evaluating technology and business processes for domestic and international wire systems, identifying immediate cost savings of $1.4M by eliminating redundant systems and streamlining processes. Additionally, reduced operational risk and documented requirements for an enterprise wire solution.

• Managed activities for the acquisition of a $135M insurance company, driving the integration of people, processes, and technology into the parent company. Results: Acquisition completed in 8 months, included purchase agreement, financial asset transfers, reinsurance, 31 State filings, and 2500 agent appointments. • Led the development and launch of a Management Liability product, creating new processes, rates, rules, and forms for 41 States. Results: Successfully met the 6-month delivery of business processes and software rollout of Director’s & Officer’s insurance, booking $700K in Q4 2010 with a $5.0M 2011 run rate. • Centralized treasury disbursements and payment functions, consolidated check printing, and increased ACH payment processing. Results: Eliminated 1,500 check disbursements, implemented new payment processing to cut resource costs, and improved audit controls to reduce fraud for US and international operations.

Enterprise Project Management Office

Governance, Risk, ComplianceRisk and issue management, processes and reporting redesign

Fixed income and equity trade management and reconciliation

Corporate risk management.

Retail inventory and product management operations

Ammunition Supply and DisposalCommunications TechnicianDriver – Battalion Commander (LTC)Clearance: Secret