Spearheading the transformation of Finance & Business Management (F&BM) through innovative data and technology solutions to optimize planning, forecasting, reporting, and analysis across CCB’s $70 billion revenue stream. Leading a portfolio of 7 critical financial products with a $100+ million budget and 800+ FTE/FTCs:• Developed and executed a multi-year roadmap of 22 initiatives, partnering with technology and finance teams to drive adoption of new automation and AI enabled capabilities• Reduced monthly close process time by 44 hours through automation and process improvements• Improved employee satisfaction by 19% with enhanced datasets, capabilities, and platforms• Delivered a financial and non-financial data mart with natural language search via ThoughtSpot Sage• Enhanced data governance with a new catalog (Atlan) for discovery and data lineage• Migrated on-prem Hadoop analytics to Databricks, accelerating insights and upskilling employees• Streamlined the monthly financial variance commentary process by implementing AI-generated commentary, providing best practice training, and introducing metric variance analysis tools• Leading GenAI adoption in Finance, including use-cases like earnings summarization and C-Suite VoiceCraft tools for transforming draft financial content into an executive’s personal style• Organized a global data & analytics hackathon for 170 employees focused on Business Banking

Led a strategic consulting engagement to design an enterprise-wide data strategy and operating model in preparation for Norton LifeLock's merger with Avast. Utilized the industry-standard DCAM (Data Capability Assessment Model) to assess the current state, identify critical gaps, and provide actionable recommendations for establishing a robust, future-state CDO Office.

Lead the development of an enterprise-wide digital platform (‘Madison’), that is an integrated suite of products designed to increase the efficiency of all front-office roles (Sales, Traders, Research, Investment Bankers) so they can cover more clients and deliver personalized service. Founded the application development team, filled skill-gaps (data science/ML, cloud engineering, Salesforce.com Data Quality, QA), scaled it up and drove the launch of a suite of 30+ digital products that:• Increased sales & trading cross-rates by 25% by delivering real-time trading recommendations• Increased client rankings of Research Analysts from 13th to 8th using personalized, multi-channel marketing campaigns• Increased client advisory hours by 17% through seamlessly capturing client interactions• Generated investment banking deals by providing client-specific recommendations and harnessing relationships across the enterprise to make warm client introductions• Increased speed and efficiency of deal approval process by automating manual workflows & integrating 3rd party data for legal & compliance (KYC) tasks into the platform• Slashed ML model training time from 7hrs to 15min using cloud and increased product adoption• Enriched client data by integrating 3rd party sources to improve completeness and quality• Co-Invested with Legal, Compliance and Audit create dual-use data sets (eg Communications, Transactions) that both protect the Bank as well as grow revenue• Defined enterprise data strategy, delivered an enterprise data lake and data literacy program

Built the Customer Analytics practice by creating a series of assets, accelerators and playbooks to solve common Financial Services challenges. Worked with proprietary and client data to develop capabilities such as: • Cross-channel Analytics to improve customer experience and reduce cost to serve • NLP & Speech Analytics to improve complaints analysis in Retail Banking • Customer targeting and retention in Retail Banking & Wealth Management Partnered with PwC’s cross-industry Analytics hub to scale and bring these capabilities to market.

Established a centralized analytics function of data analysts, data scientists and business analysts to support all functions of JP Morgan Chase’s Consumer Bank by maximizing opportunities to deepen relationships with new customers both within and cross-LOBs:• Leveraged a range of analytical techniques to; optimize Fraud case management to drive $10M in PTP by incorporating customer experience impact into work prioritization score, improve forecasting of center call volume and credit card application volumes.• Drove business strategy of the call center and branch network using data-driven customer insights, such as identifying the drivers of engagement and attrition for new customers.• Led the development of Next-Best-Action capability in the card lending application process to generate $100M+ of NPV by making targeted offers (eg Credit Line) and actions (eg Rewards)• Member of the Quant Council setup in Risk, Marketing & Operations to develop talent and make technology platform investment decisions (eg Cross-channel Analytics, Decision Engine)• Partnered with the Office of the CDO to govern critical data sets required for regulatory reports

Founding member of Big Data Analytics team created to commercialize internal data assets and explore advanced technologies, identifying $50M+ in cost savings through increased adoption of digital channels (web, mobile, IVR) and $100M+ in revenue through cross-sell/up-sell campaigns• Transformed the service center through novel customer segmentation and persona development• Developed a business case to commercialize credit & debit card payments data in the Capital markets and pioneered several use-cases to create market leading indicators• Developed a supply chain prototype to commercialize Treasury Services transaction data• Designed solutions to enhance cross-sell/up-sell opportunities between Treasury Services and Investment Banking, leveraged both market-basket analysis and product propensity modeling• Pioneered use of advanced analytics technologies such as; Hadoop, Massively Parallel Platforms (MPP), Palantir, Tableau, Clickfox and other analytical tools

Simultaneously managed large initiatives in Marketing Analytics, Business Intelligence, Profitability, and Customer Relationship management, across Research & Sales divisions. Experience across the entire Research & Sales technology platform includes; client portals, document publishing & regulatory systems, client intelligence, financial modeling, and research outsourcing.• Increased revenues with personalized marketing campaigns for individual clients using predictive analytics platform designed to deliver real-time product recommendations, guiding management on priority client decisions, or directing the department during phone and email marketing campaigns.• Transformed the CRM systems used by Research, Sales and Fixed Income divisions to capture interactions seamlessly during the natural workflow of engaging with clients.• Built data platform of scorecards that combine financial, customer, and employee objectives to enable management to rank performance and individual analysts to optimize their time.• Led the implementation of a Business Performance Management (BPM) system that allocates over $1 Billion in revenues and costs. Transformed project from brink of failure.• Centralized the business intelligence ecosystem from diverse data silos into a unified data warehouse. Established a data integrity team to manage the quality of all data assets.• Led the division's exploration of text mining to derive client and market insights

• Founded a 35-person team to perform research tasks using alternative data sources to enhance productivity and generate insights. Defined the processes and tools necessary to establish a service factory model that completed 300 data & analytics projects in the first year of operation. • Developed a supply chain application for analysts & traders that was patented by the firm.• Re-invented the concept of authoring research that provided $5.5m in productivity gains globally• Designed and built interactive web and Excel-based valuation models for Research Analysts.

Designed and built Morgan Stanley's Investment Data Analytic System (MIDAS) that ensures Analytics models conform to accounting and forecasting standards and generated $2mm p.a.