Responsible for the development and execution of strategic plans and roadmap for enterprise advanced analytics in collaboration with business partners across the organization. Qlik Global Innovation Award Finalist for Data Innovation in 2024 for the development of first in the industry reporting capabilities direct to customers.● Manage teams responsible for enterprise data and analytics utilizing Teradata, Qlik Sense, ConnectCDC, PagerDuty, Vue.js, and Python.● Spearheaded initiation and manage the development of enterprise-wide data governance, citizen development, and data literacy programs to create a truly data driven culture.● Created and run BI Steering Committee with senior leadership to identify, fund, and prioritize strategic projects using data and analytics.● Manage data science initiatives including predictive equipment maintenance, dynamic rental protection plan pricing analysis, and natural query language capabilities.● Changing the culture to expand data analysis across the organization through new a new power user program, data governance initiatives, and activities such as annual BI Day and training sessions on analytics for various functional teams.● Work closely with Information Security to support patching, testing, and application of critical tools to protect core systems.

Was responsible for all design, development, integration, deployment, and maintenance of the firm's full application portfolio with a particular focus on helping the firm make better business decisions. Responsible for the strategic direction, team development, and implementation of processes, methodologies, and tools.● Managed and grew data and analytics team through Covid by working closely with firm leadership to maintain strong bottom line through data focused approach to client and account management.● Developed and delivered on 3-year strategic plan to create a data driven culture across the firm with area specific super users and firm wide data literacy training programs.● Reorganized team and staffed appropriately to focus on current and future strategic initiatives.● Selected Power BI to create firm’s first comprehensive suite of analytics dashboards. Emphasis on gross margin, net fees, and productivity metrics to drive improved firm performance.● Led design and development of enterprise data warehouse consolidating key data from operations, finance, marketing, and human resources into a structured environment.

(Acquisition by FINANCIAL ENGINES announced in May 2018, completed in Oct 2018)Focused on strategic development and operations of the Enterprise Data Team. Reporting to the CEO, was responsible for data governance, business intelligence, and data science/machine learning capabilities. Partnered with senior executives to identify, recommend, develop, implement, and support actionable analytics. ● Provided organizational leadership during transition of management due to firm acquisition. ● Used machine learning analysis to perform CRM data assessment process to help improve client retention and minimizing churn.● Led the Senior Leadership Data Governance Reviews to ensure consistent use of data across functional areas and validate KPIs for quarterly meetings with holding company.● Delivered roadmap to mature data programs, platforms, and analytics capabilities using Tableau and Qlik.

Managed team responsible for delivering complex business information solutions for three distinct lines of business: Commercial Banking, Business Banking, and Commercial Real Estate (CRE). Partnered with Atlanta based senior business leaders to develop strategy and vision, and align reporting goals with business plans. Ensured appropriate resources to deliver reporting capabilities as effectively and efficiently as possible. ● Managed the delivery of mission critical reporting using Cognos, Qlik, and SAS against Salesforce, Eloqua, Edge$ell, Medallia, SalesPRISM, and other data sources.● Supported data integration efforts during the CRE acquisition of a new real estate firm.● Mitigated risk issues identified through internal audit of existing systems and processes through the institution of new targeted change management controls.● Led Data Governance efforts to identify gaps in critical reporting data lineage and automation routines.● Brought over to rebrand and transform previously underperforming team.

Developed and executed strategy for managing data from all key banking systems and tools through collaboration with functional business leaders. Provided oversight for large projects and programs for the Wholesale Banking line of business from Enterprise Information Systems (EIS).● Managed a large team of on-shore and off-shore resources, including Solutions Architects, Project Managers, Business Analysts, and Application Developers.● Led team responsible for KPI/KRI Dashboard project, a multi-year effort creating two comprehensive dashboards (Revenue and Operations) which exposed key performance and risk indicators to senior management providing near real time visibility of operational areas.● Directed critical server upgrades for Relational Junction servers, eliminating multiple points of failure for replication of all critical hosted Salesforce data to on premises repository. ● Streamlined Wholesale analytics by leading one of SunTrust’s first Big Data projects in Hadoop to develop a comprehensive Client 360 view against Commercial, Retail, and Mortgage banking.

Built a hybrid on-shore/off-shore team focused on developing and managing efficient data warehouses, business intelligence, and data analytics solutions. Managed Business Intelligence and Reporting, Self Service Data Analytics, and Enterprise Content Management teams to support an international organization. ● Certified Six Sigma Champion driving change and innovation, including first big data project at Bechtel performing sentiment analytics against unstructured employee survey results.● Developed and executed strategy to centralize data from shared services applications and create reporting systems for projects across functions from a single platform.● Delivered complex mission critical data analytics, reporting, and dashboards using the Microsoft SQL Server stack, Business Objects, Qlik, and FileNet against multiple data sources including SAP and Oracle Financials.● Integrated staff with off-shore resources to provide follow-the-sun development support and coverage, which improved global support and cut development time in half.

Recruited to serve 2 year assignment on Internal Audit team, with goal of bringing skills from Information Technology to the business, while ensuring functional knowledge is brought back to IT.● Traveled worldwide to identify and address gaps in corporate IT strategy, governance, and management through the implementation of a COBIT based detailed risk assessment of all global offices. ● Performed audits of data centers to insure compliance with ISO 27001 certifications, aimed at improving overall corporate information systems security posture.● Conducted audits for Ethics and Compliance, Subcontracts, HR, and Procurement on project sites.

Created reporting strategy and executed large scale solutions aligned with the vision. Managed team of developers in US and India.● Led the migration of 25 years of financial history from legacy FOCUS reporting system to SQL Server, including recreating reporting system of ~1,200 custom reports for 3,000 users.● Managed the acquisition and deployment of QlikView for corporate dashboards and created a global super user group, resulting in 300 dashboards using curated data and strong change controls.● Traveled to global offices to provide personalized training and communications to leadership and key business partners on new reporting and analytics systems.

Development of Shared Services business solutions in SAP, focused on HR, Payroll, and Finance. Recognized expert in change management for Bechtel, presenting to external groups on best in class processes.● Created and maintained all Employee Self Service applications to support critical HR functions.● Managed quarterly production migration cycles for SAP development team, coordinating 3 week regression testing with key subject matter experts 4 times a year.

Responsible for all internal developers and consulting resources.• Managed and integrated two development teams resulting from acquisition. • Designed and developed major enterprise applications including a 300 user engineering document control system, payroll and HR processing systems, and IS&T Helpdesk tracking system.

Using Microsoft Access and SQL, designed and developed major enterprise applications including a multi-user Document Information and Retrieval Center (DIRC), an advanced engineering document control system. Developed enterprise wide payroll and HR processing systems, and IS&T Helpdesk tracking system.

• In addition to prior duties, created training materials and provided group and individual training for Excel, Word, Access, and Fourth Shift• Liaison between IS&T and functional departments, translating user requirements into technical documentation for developers• Directed the workflow of manufacturing facilities• Managed full monthly physical inventories and reporting during annual plant maintenance• Automated production reporting and acted as liaison between production control and MIS

• Liaison between IS&T and functional departments, translating user requirements into technical documentation for developers• Directed the workflow of manufacturing facilities• Managed full monthly physical inventories and reporting during annual plant maintenance• Automated production reporting using Paradox, reducing preparation time from 6 to 1 hour a day

• Learned all aspects of business through hands-on experience from manufacturing, sales, and accounting• Assisted with transition of company from manufacturing facility to finance organization after corporate downsizing, re-organization, and factory shutdown• Ran quarterly material audits and reconciled with planner sheets• Developed first automated inventory solution using Lotus 1-2-3 and Paradox