Description
* Managed enterprise Reporting and Analytics department from inception. Designed organization and implemented data management practices, and reporting producing strategic information capabilities for the enterprise. * Led cross-functional business/IT team gathering requirements, standardizing and delivering scorecards for 18 business units to include Accounting, Lending, Sales, Operations, and Marketing. * Effectively communicated technology and data concepts to business stakeholders improving data quality and delivering reports creating line of sight to corporate objectives * Delivered executive board reporting in 4 months standardizing business KPIs across divisions with simplification of dashboard. * Successfully led retail and small business sales division across diverse markets exceeding deposit and loan growth, customer loyalty, and revenue expectations. * Instituted enterprise data management, centralized reporting, and standard analytics tools * Inventoried all reporting data sources, defined data dictionary and documented lineage. Decommissioned 400 reports as part of process improvement initiative. * Analysed newly released regulatory guidance assessing the reporting impact and created an approach to effectively meet the new regulatory requirements. * Liaised with regulatory examiners and internal audit to ensure compliance to regulations. * Phi Beta Kappa Graduate, UNC Chapel Hill Kenan Flagler Business School Background * Business Head of enterprise BI Reporting and Analytics for 18 business units * Expertise in establishing reporting framework, analytics capability, data management, governance, stewardship, documentation and quality practices * Ability to execute multiple projects and initiatives simultaneously. * Collaborated with executives and all organizational levels to effectively deliver complex initiatives * Led transformation programs related to system data conversions, strategy execution, and reporting * Directed business process improvements providing documentation and recommended initiatives benefitting data quality and business efficiency * In depth knowledge of regulatory and reporting requirements for banking and credit unions * Expert in reporting and analytics for executive, sales, marketing, products, and operations * Ability to work across business units to achieve consensus and organizational transformation * Expert data and process knowledge providing ability to identify inconsistencies for root cause analysis and remediation. * In depth knowledge of datasets and business strategic objectives to develop and deliver accurate, timely, and valuable reports/dashboards. * Experience in performing complex analysis extracting critical observations to drive business strategy and optimizing outcomes * Proven ability to create high performing teams through coaching and fostering collaboration, continuous learning accelerating business value and outcomes * Proficient with Microsoft SQL, Excel, Powerpoint, Word, Tibco Spotfire, and Synapsis (CRM)
Work Experience
COMPANY | POSITION HELD | DATES WORKED |
---|---|---|
Coastal Federal Credit Union | Director, Business Transformation | 1/2015 - 1/2015 |
Capital Bank | Business Performance Director | 1/2011 - 1/2013 |
Retail Banking | Executive Vice President, Retail Group Manager | 1/2009 - 1/2011 |
Rbc Centura | Senior Manager, Sales Effectiveness And Integration | 1/1998 - 1/2006 |
(Confidential) | Executive | / - Present |