• Project management for address cleansing initiatives between 3rd party vendors and internal departments, ensuring projects remain in scope, within budget, and on-time delivery.
• Investigated monthly Tableau dashboards and identified root causes in sales trends and fluctuations.
• Worked closely with the Data Warehouse team on extraction, transformation, and retention to integrate new data. Mapped data and developed/executed SQL queries against large data sets to identify address quality and corrections.
• Developed and maintained a comprehensive address quality data glossary, including definitions, attributes, and relationships for over 100 data elements, enhancing consistency and communication across Quality Initiative teams.
• Researched addresses containing quality issues that required manual investigation and re-engineered the process with automated address cleansing functionality.

• Conducted UAT testing in Agile sprints to verify alignment between current and future state Lender application functionality, iterating based on stakeholder feedback.
• Maintained and prioritized JIRA backlog, facilitating Agile ceremonies such as sprint planning, grooming sessions, and stand-ups, to ensure clear definition and timely delivery of user stories.
• Defined business requirements and acceptance testing for systems migration, ensuring functional quality and data reconciliation.
• Engaged stakeholders to define Lender application requirements and future state functionalities, ensuring continuous alignment and iteration based on feedback throughout Agile sprints.
• Performed process optimization assessments with business process modeling to reengineer business processes.

• Implemented price forecasting model prototype to re-engineer the pricing business process, by extracting, aggregating, and mapping data using SQL queries and creating Excel pivot tables and interactive graphs.
• Documented business requirements and designed Excel reconciliations between current state and future state systems by extracting data using SQL to resolve variances, ensuring migration integrity and conversion readiness.
• Coordinated with cross-functional teams to develop and implement a Bond Pricing data governance framework, including data stewardship roles, data quality standards, and data security measures.
• Designed and implemented logical and physical data models for Bond Pricing applications, improving data organization and system efficiency.
• Formulated process improvements, audit controls, and Tableau dashboard, using business process modeling to increase staff quality and productivity performance in Investment Grade and High Yield asset classes.
• Elicited b

• Authored design specification and created SQL queries to extract and retain data for Tableau dashboards that enabled Management to evaluate sales to forecast performance by region, product, and individual sales associate.
• Mapped data and transformation logic to aggregate and migrate data records between databases.
• Created Excel reconciliations with advanced formulas to help investigate and identify discrepancy root causes during system migrations and integrations.
• Accelerated business requirements timeline with Axure wireframes in real-time during working sessions and demonstrating prototype functionality, achieving highly productive meeting results.

• Facilitated implementation of SQL server infrastructure for Development, Testing, and Production environments and created Billing & Collections reporting model, providing business performance insight for Senior Management.
• Created electronic work order capture and document retention system using OCR, providing greater processing efficiency and comprehensive investigative research tools while reducing $1 million in operating expenses.
• Developed automated cash management reconciliation process, reducing manual intervention by 40%, providing increased operational control, and producing real-time staff productivity and quality performance reporting.

• Partnered with Key Operating Metrics team to deliver over 1,000 KPIs measuring all aspects of business performance.
• Facilitated migration of proprietary reporting infrastructure to Microstrategy supported by a 3-tier server architecture including web servers, application servers, and Oracle database servers.
• Strategized data warehouse extraction and data cleansing approaches and managed reporting initiatives using Crystal Reports and Microstrategy from conception to launch.
• Identified project plan critical paths for report development initiatives with complex inter-dependencies between resources and project timelines to minimize risk and to ensure projects remained within budget and on schedule.