SUMMARY:

• Accomplished Big Data / Advanced Analytics executive with expertise in consultative selling, client partnering, practice leadership, operations management, P&L management, solution delivery, high - performance team building, value positioning and services innovation. Solution sales attainment for analytics, BI, and information management consulting has exceeded $40MM across industry verticals.
• Leadership positions have been held with Confidential Technologies, HP, Confidential, Confidential and Confidential in their Big Data / Advanced Analytics and DW/BI professional services divisions. International management experience includes P&L responsibility for over 200 DW/ BI and Advanced Analytics presales and consulting professionals across the Americas and India.
• Earned trusted advisor status with CxO executives by consistently demonstrating an understanding of their strategic business challenges and KPIs while formulating analytic solutions that improved business performance, provided competitive differentiation, and increased shareholder value. Functioned as the senior client executive providing program oversight for customers’ strategic data initiatives which spanned EDW, data governance / MDM, BI blueprints / technology rollouts, and analytic initiatives.
• Domain knowledge and experience developing Use Cases for Big Data analytics spans retail banking, securities & capital markets, insurance, HLS, retail, and federal agencies. Decision analytics expertise spans customer analytics, wealth management, risk & compliance, fraud analytics, AML, spend analytics, supply chain optimization, and IT Service Management.
• Strategic partnering experience with BI technology firms, analytics software companies, and system integrators has included partner qualification, product & services alignment, intellectual property valuation, knowledge exchange, contract negotiations and joint account planning.
• International management, global services delivery, and customer management spans Mexico, Canada, South America, U.K., India, and the United States.

TECHNICAL SKILLS:

VLDB Software: DB2, Oracle, SQL*Server, HADOOP, Actian, Cassandra, SQL*Server

DW Appliances: Confidential, Netezza, Exadata, Oracle Big Data Appliance

BI / Data Visualization: Confidential, Business Objects, Microstrategy, Qlikview, BIRST (Cloud BI), Tableau/R

Predictive Analytics Platforms: Opera Solutions Signal Hub, Splunk

ETL Technology: Informatica, Ab Initio, Pentaho, Composite

Cloud Services: Microsoft AZURE, AWS, CAZENA

Data Governance: Collibra

PROFESSIONAL EXPERIENCE:

Confidential

Chief Data Strategist

Responsibilities:

• Defined the business strategy / economic model for an analytics-as-a-service (Cloud BI) business for the Higher Education market. The data analytics services to this market segment include predictive modeling and simulations, analysis and monitoring of operational performance, identification of students that might be at risk, automatic alerts when a financial indicator or enrollment metric falls outside of a desired range. Additional consulting includes data quality management, metadata strategy
• Performed technical due diligence for the proposed analytics-as-a-service business by evaluating AWS, Microsoft AZURE, and emerging technologies within the Big Data as-as-service market.
• Defined a CxO level services portfolio for senior executives and corporate boards seeking expertise in Technology Governance, Enterprise Data Strategy, and Big Data Analytics.
• Taught an advanced course on data strategy, data governance, and Big Data / advanced analytics to the Confidential ( Confidential / NIAMS) in Bethesda, Maryland.
• Working with Confidential executives and staff, developed the strategy, program plan and high-level roadmap for establishing a data governance capability for the Confidential (NIAMS) organization including the establishment of the Data Governance Office, Data Governance Council, and the identification of Business Data Stewards.
• Currently evaluating the Data Governance software market for tools that can accelerate Confidential ’s adoption of Data Governance processes and best practices.

Confidential

Data Governance Lead / BI Strategy

Responsibilities:

• Established the Data Governance Office including its strategy, charter, data policies, procedures, and metrics
• Worked with the executive leadership team to identify Business Data Stewards and coordinated their activities in the areas of data quality assurance, formulation and enforcement of data standards, taxonomy, and the definition of business metadata
• Mediated data usage issues between the business units and participated in the definition of data models
• Defined the domain of acceptable values for enterprise data, its defined attributes, authoritative source, update rate, and usage guidelines and restrictions
• Key participant in the definition of the organization’s data strategy, enterprise information architecture, metadata management strategy, and the integration of unstructured and structured data for business analytics
• Defined the EDW/BI strategy, conceptual EDW/BI architecture, RFP for BI / Data Visualization software, and detailed program plan

Confidential

Data Strategy / Big Data Analytics

Responsibilities:

• Senior Advisor to the Chief Information Officer for the National Institute of Arthritis, Muscular Skeletal, and Skin Disease (NIAMS) in the areas of Data Governance, Data Integration, Data Visualization software, Big Data, and Cloud Analytics. Taught courses on Data Governance to Confidential staff and developed a Data Governance Maturity Roadmap.
• Functioned as the Program Manager for the enterprise data assessment and cloud architecture initiative
• Provided oversight for the collection of data and analytic requirements from the medical researchers and data scientists across the institute
• Advised the CIO on emerging trends in Big Data, data governance, analytic database technology, data architectures, and data visualization software
• Established an executive data governance committee and data management council: formulation of business charters, identification of data stewards, roles / responsibilities, design of governance processes for data quality and usage, evaluation of data reengineering / cleansing software, business rules modeling, and led the creation of a business information model and standard taxonomy to facilitate data sharing and governance

Confidential

Global Consulting Director, Big Data / Advanced Analytics

Responsibilities:

• Provided global sales / consulting leadership for Big Data / Advanced Analytics deals across industry verticals (FS, HLS, Retail, CME, and High Technology) for the Confidential / Opera Solutions technology alliance.
• Leveraged Confidential ’s information management, Opera’s predictive analytics platform (Signal Hub), and data science capabilities to formulate solutions that accelerated customers’ time to value for their strategic analytic investments.
• Functioned as the Information Management / Advanced Analytics SME for the financial services industry. Led customer presentations and value positioning of Confidential / Opera Big Data /Advanced Analytics solutions to global banks, securities & capital markets firms, and insurance companies within North America.
• Worked with business executives to define applicable Use Cases and developed strategies for enabling innovative analytic capabilities for data monetization, fraud prevention, trading optimization, global wealth management, asset management, risk management, regulatory compliance, and customer insight.
• Developed proposals for POCs and enterprise data management / BI analytic solutions that leveraged Opera’s predictive analytics technology/ industry applications and Confidential ’s Analytics as a Service solution.
• Collaborated with account teams, domain experts, and technology partners to identify sales leads, perform due diligence, value deals, design technical solutions, determine pricing strategy, and create proposals.
• Designed customer penetration strategies that accelerated sales cycles within key financial services accounts (e.g., TD Bank, Citigroup, Charles Schwab, BNYM, State Street, CapitalOne, Morgan Stanley, Credit Suisse, and MasterCard)
• Designed a new sales process, due diligence template, and operational dashboard for the Confidential / Opera Solutions technology alliance
• Provided weekly status reporting to the Confidential / Opera executive team including Opera’s CEO, COO, and industry heads for Global Markets, Banking, Insurance, High Technology, HLS, and the Retail industry
• Designed, implemented, and successfully sold a Big Data Strategy & Architecture Assessment service
• Worked with BPO teams to design differentiated retail banking BPO / operational analytic solutions

Confidential

Program Manager / Enterprise Data Management

Responsibilities:

• Senior Advisor to Confidential technology management in the areas of IT Process Optimization, IT Governance, Strategic Planning, Program Management, Enterprise Data Management, and IT Organizational Design.
• Established and led the Program Management Office for the Confidential ’s Telecommunications Operations Center
• Served as Program Manager for the United States’ implementation of the World Meteorological Organization’s GISC / DAR initiative for the international exchange of weather data / metadata. Interfaced with other WMO member countries including Japan, Korea, Brazil, Germany, Great Britain, and France
• Developed and reviewed all project plans for accuracy and completeness across IT initiatives
• Provided enterprise data management / metadata training for the effective management of data assets
• Led the IT Strategic Planning and organizational design working sessions for the Telecommunications Operations Center
• Participated on teams that developed position papers for Congress on the quality and state of the Confidential ’s IT infrastructure, systems, and data management practices
• Developed the metadata management strategy for the Confidential
• Demonstrated how the adoption of IT Governance best practices could help the Confidential more effectively manage its technology investments and assets
• Introduced knowledge management / ECM best practices and developed processes and procedures for managing documents and other intellectual capital

Confidential

Program Manager, IT Strategy

Responsibilities:

• Senior Advisor to the Chief Information Officer (ORS/ORF) in the areas of Strategic Planning, IT Governance, Enterprise Data Management, IT Performance Management, IT Budgeting, Application Portfolio Mgmt, Service Design, and High-Performance Team Building.
• Performed an IT Capabilities Assessment to identify critical competency gaps
• Launched initiatives to reinvent IT into a customer-centric organization; introduced the concept of customer value teams
• Defined an IT Governance framework to prioritize IT investments, define decision rights, develop integrated business/ IT plans, leverage the IT infrastructure, and optimally allocate resources
• Assisted the CIO with the evaluation and planning of strategic technology initiatives
• Participated in enterprise data sharing and business intelligence initiatives with the Enterprise Architecture team
• Analyzed the IT business model and associated productivity challenges; designed a new organizational model to enhance the operational effectiveness of the IT organization
• Reviewed the processes and practices of the PMO, Service Desk, and Application Development areas and made recommendations for productivity improvement
• Participated in disaster recovery / business continuity planning
• Defined software quality metrics
• Consulted with the ITSM and Service Desk teams to identify opportunities for maximizing the organization’s adoption of ITIL and investment in REMEDY technology
• Provided knowledge management consulting and identified opportunities where the adaptation of KM would have a measurable impact on organizational performance

Confidential

Presales Manager

Responsibilities:

• Led HP’s Neoview / BI Solutions presales coverage for Canada, US East, Mexico and South America across pharmaceutical, financial services, CME, federal/public sector, retail and manufacturing industries.
• Program Management responsibility for Pfizer’s Business Intelligence team in the definition of a new data warehouse platform and BI infrastructure to support the data provisioning and analytical requirements of the Research & Development and Sales Marketing business units.
• Worked closely with Pfizer R&D and Sales Marketing IT management to understand their key business drivers, informational requirements, and opportunities for analytical optimization, data mart consolidation, data latency improvement and IT cost reduction, and value positioning of HP’s business intelligence solutions against competitive offerings.
• Evaluated BI managed services and financial scenarios to minimize total cost of ownership and maximize ROI for clients’ proposed BI technology investments.
• Collaborated with sales management and account executives to formulate account plans, qualify sales opportunities, value position Neoview technology and BI consulting services, define tactical responses to competitor moves, and develop approaches to overcome sales resistance and accelerate the technology sales cycle.
• Functioned as the HP Solutions partner liaison to Confidential Corporation and identified potential R&D and consulting partners that specialize in SAP, SCM, IT analytics and vertical applications.

Confidential

Regional Consulting Partner

Responsibilities:

• P&L responsibility for the Banking & Capital Markets project portfolio within the Northeast region.
• Value-positioned Confidential ’s solutions portfolio to existing and prospective Banking & Capital Markets customers. Existing / prospective customers included American Express, Lehman Brothers, Confidential, Nomura Securities, Merrill Lynch, NYSE, Morgan Stanley, Citigroup, UBS, JPMorganChase and Deutsche Bank.
• Defined, implemented and managed the professional services strategy within key accounts.
• Developed project proposals, Statements of Work (SOWs) and change orders for delivering Confidential ’s data warehousing/BI solutions to customers.
• Interfaced with Confidential ’s technology partners (Business Objects, Confidential, SAS, and Accenture) to develop joint sales strategies for targeted accounts within the Banking & Capital Markets industry.
• Collaborated with other Confidential executives focused on technology M&A and identifying new strategic alliances. Conducted meetings with CEOs of mid-sized IT consultancies to discuss the feasibility and benefits of being acquired by or developing a strategic alliance with Confidential . Provided assistance with due diligence, IP valuation and post-merger integration planning.
• Provided recommendations to enhance Confidential ’s new Managed Services & Offshore Delivery capabilities by recommending the adoption of ITIL (Information Technology Information Library). This enabled Confidential to offer customers a service delivery model based on industry best practices and performance metrics.
• Defined an innovative strategic partnering model for Confidential ’s Global Professional Services organization for potential adoption after the spin-off from NCR.

Confidential

National Consulting Leader

Responsibilities:

• National Consulting Leader for the financial services industry (Banking, Capital Markets, Credit Card & Insurance)
• Developed a strategic consulting model and business blueprint to support the company’s vertical industry strategy
• Negotiated multi-million dollar software / consulting deals working closely with sales teams
• Defined a delivery risk management process with supporting intellectual property
• Identified strategic alliances for the design and delivery of innovative solutions (e.g., near real-time analytics) to the financial services industry

Confidential

Executive Program Manager, IT Strategy

Responsibilities:

• Performed a qualitative assessment of the IS organizational model, IT infrastructure, software development lifecycle (SDLC) practices, and staff members’ technical competencies.
• Provided advisory services to senior and middle IT management for the successful implementation of ITIL Incident Management, Change Management, Release Management, Configuration Management, Availability Management, Event Management, Service Level Management, and Problem Management.
• Performed an ITIL gap analysis by interviewing key business users to assess their satisfaction with the IT department and to identify opportunities to optimize collaboration between IT and the business users. Provided recommendations to senior IT and business management based on the study’s findings.
• Prepared work plans and managed projects for the analysis, design, development and implementation of new best practices inclusive of ITIL, CMMI, Project Management and ISO20000.
• Planned, directed and implemented all tasks required for successful Service Level Management.
• Successfully reengineered the IT Help Desk function after conducting a detailed analysis of this critical IT function and by defining a strategy for the adaptation of KM technology to leverage existing knowledge capital for incident identification, classification, and accelerated resolution.
• Planned and implemented immediate and long term strategy to catalogue services for the creation of a service catalog, initiate service agreements, select monitoring tools and improve quality of services.

Confidential

Program Manager, DW/BI Architecture

Responsibilities:

• Managed the architecture and development activities for the enterprise data warehouse (EDW). This included managing the data architecture, ETL development and system architecture teams and leading the design and implementation of the enterprise data warehouse architecture
• Designed the high-level architectural blueprint for the enterprise data warehouse. This artifact addressed data distribution strategy/architecture, global reference data, ETL strategy/architecture, data quality, metadata architecture, business intelligence strategy/architecture, EDW security, backup/recovery and systems architecture.
• Worked on the implementation of metrics and key performance indicators, Change Management, Incident Management, Release Management, Service Level Management, Availability Management, Business Continuity Management and Configuration Management.
• As a member of a team effort, conducted critical gap analysis of the EDW in order to determine ITIL process requirements. Team efforts yielded improved assessment accuracy, responsiveness and increased financial reimbursement for systems.
• Participated in the definition of all EDW Service Level Agreements
• Participated in the definition of the data warehousing methodology and integration with the corporate software development lifecycle for compliance with CMM Level 3.
• Functioned as the chairperson for the EDW Change Control Board.
• Defined the EDW testing methodology and software quality assurance function.
• Defined the charter and control processes for the EDW Program Management Office.
• Initiated the defining and cataloging of business services enabling the crafting of process strategies and service models for the EDW.
• Designed management reporting to monitor service level agreements and developed action plans for items requiring attention.
• Directed and participated in the delivery of organizational awareness campaigns.
• Incorporated knowledge management best practices and processes for knowledge reuse and team member productivity.
• Interfaced with technology vendors (Ab Initio, MicroStrategy and IBM) for the successful adoption and integration of their respective technologies within the EDW infrastructure.

Confidential

Project Manager, DW/BI Strategy and Architecture

Responsibilities:

• Established and led the project office for the global equities management data warehousing and management reporting initiatives.
• Developed detailed project plans for both strategic and tactical initiatives.
• Monitored progress of projects and made recommendations for implementation success.
• Defined the data warehousing development methodology based on industry best practices.
• Provided data warehousing and information management thought leadership.
• Defined project reporting and control processes.
• Defined measures for estimating the ROI of the data warehouse.
• Provided resource management optimization across project initiatives.

Confidential

Project Manager, DW/BI Architecture

Responsibilities:

• Contributed to the design of the e-intelligence enterprise architecture and data integration strategy.
• Defined the data warehousing strategy, iterative development methodology, technical architecture, and project plan for the enterprise data warehouse.
• Managed the day-to-day development/operations of the DB2-based data warehouse.
• Designed the heterogeneous data replication strategy/architecture for the Informix, DB2, IDMS/R, Sybase, and Oracle legacy databases.
• Evaluated replication technology: IBM DPROPR, BMC Software ChangeDataMove, and ISP DARS.
• Evaluated code-based and engine-based ETL tools: Informatica, ETI*Extract, Ardent, and Carleton.
• Evaluated data cleansing/integration solutions: Trillium Software, Acxiom, and Vality.
• Defined the metadata management strategy and evaluated repository solutions.
• Facilitated JAD sessions for the rapid definition of business requirements.
• Designed a workflow-driven, KM solution for Software Problem Resolution.
• Introduced data warehousing and knowledge management best practices into the organization.
• Developed the blueprint for accelerated adoption of KM principles and technologies.

Confidential

Senior Manager, Knowledge Management Consulting

Responsibilities:

• Functioned as Executive Program Manager for a $34 million dollar data warehouse implementation for a retail bank. The scope of the enterprise data warehouse was to enable CRM, Campaign Management, Fraud Prevention, and Customer Analytics. Interfaced with the retail bank’s senior technology leaders and business management to ensure optimal IT/business alignment, value realization, and technology capital management with each iteration of new functionality incorporated into the enterprise data warehouse and data marts.
• Developed the intellectual property and marketing strategy for a new service offering that enabled clients to quantitatively assess the business value and technical performance of their data warehouses, implement required improvements and outlined a roadmap for expanding the warehousing capability.
• Led EDW/BI/KM consulting business development to the financial services industry in the Northeast U.S.
• Functioned as lead EDW/BI/KM Strategist for transforming client environments into knowledge-driven enterprises.

Confidential

Americas Managing Partner

Responsibilities:

• Functioned as the Managing Partner for data warehouse solutions to the financial services industry across the Americas.
• Managed an international consulting team of 160 data warehousing professionals with responsibility for all solution implementations. Solutions were designed to provide the banking, brokerage and insurance industries with new capabilities to enhance customer profitability, optimize channel utilization, and continuously offer differentiated value to their customers through the strategic application of data warehousing technology.
• Successfully transformed the consulting practice into a high-performance team for implementing data warehousing solutions to the financial industry. The basis of competitive differentiation was the renewed professionalism of team members and the quality of the delivery services.
• Designed a solutions delivery model that improved delivery quality, accelerated the implementation lifecycle by the design and reusability of knowledge assets, reduced costs, significantly improved margins, and increased customer satisfaction.
• Built effective global communication networks with international colleagues to identify opportunities to leverage organizational resources and design strategies to grow the business profitably