Experience

• 

  Clearwater analytics

  Jun 2017 - now

  The Data Operations Divisional Lead sets the strategic vision for the division through defining quarterly objectives and ensuring that the division is aligned to all company goals.Key Responsibilities:-Manage multiple projects and ensure all align with senior management expectations across the company-Report to and communicate directly with c-levels-Mentor and oversee 40+ team members to aid in turning around performance and simultaneously set up positive attrition across five teams-Focus team efforts on long term strategic planning for Data Operations Division-Remove efficiency blockers regarding documentation, efficient and timely communication, and Jira Service Manager to allow team members to better focus on their work-Conduct opportunity assessments to identify opportunities for team growth and deliver team strategy to accomplish growth objectives-Oversee all administrative responsibilities including conducting performance reviews, approving Standard of Process documentation, and organizing the workflow and resource allocation for all teams-Utilize and build system and industry knowledge to maintain scalability and encourage development in coordination with product Show less The Data Operations Manager serves as the subject matter expert for multiple areas and collaborates with multiple teams to ensure that all processes are running optimally. This role identifies deficiencies in processes and solutions to address them while prioritizing client and team success.Key Responsibilities-Managed File Inbound/Outbound and Normalization Operations teams until Oct ’22 with 13 direct reports-Removed efficiency blockers for individual contributors by improving administrative processes-Coached individuals to become more productive and engaged in their day-to-day-Process-aligned data intake and normalization across four teams in three countries-Reported on and led improvements in daily delivery metrics and targets-Transitioned division workflow from five disparate Jira Work Management projects to a single Jira Service Management project which increased productivity and efficiency by 25% Show less The role of a Data Integrity Team Lead is to specialize in Operations and act as a subject matter expert for various financial data sets on all applicable asset classes. Key Responsibilities:- Managed Corporate Actions, Security Creation, and Component Financial Data Analyst teams- Grew corporate action team expertise to include accurate accounting guidance and worked interdepartmentally to prioritize new tooling to fundamentally change corporate action reconciliation- Ensured client success through maintaining data accurately and ensuring timely data delivery - Analyzed Clearwater business practices, procedures, and processes to identify and implement improvements that benefit the company- Hired, trained, mentored, and retained a world class team with industry leading asset class expertise- Used domain knowledge to maintain relationships with clients and data providers to ensure that data was delivered accurately- Removed key person risk for Component Financial Data Analysts by driving cross-training and documentation Show less Internal Data Analysts work to maintain accurate data through analysis, research, and working with third-party data providers.Key Responsibilities:- Maintained accurate financial data via analysis and research- Researched, advised on, and processed elaborate corporate actions via various resources and working with client services- Wrote complex SQL queries to analyze data/identify patterns in financial investment data- Discovered and researched system issues and collaborated with development resources to resolve- Provided trainings to new hires and client-facing teams on security master data and tooling Show less

  • Data Operations Division Lead

    May 2023 - now

  • Data Operations Manager

    Jul 2021 - May 2023

  • Data Integrity Team Lead

    Dec 2018 - Nov 2021

  • Internal Data Analyst

    Jan 2016 - Dec 2018

  • Reporting Manager

    Jun 2017 - Dec 2017