EXECUTIVE SUMMARY
Transformative business leader with over a decade of experience in data analytics, portfolio management, and financial services. Recognized for bridging the gap between business and technology, delivering impactful data strategies, and driving process excellence to achieve measurable business outcomes. Skilled in managing cross-functional teams, overseeing large-scale data initiatives, and aligning technology adoption with strategic objectives. Adept at navigating complex regulatory landscapes, optimizing resources, and fostering trust-based stakeholder relationships to deliver enterprise-wide value.
PROFESSIONAL CONSULTING EXPERIENCE
Better Bricks & Mortar, Newark, NJ Aug 2023 – Current
Client: Harlem Economic Development Corporation
Project Manager
Portfolio Oversight: Provided strategic oversight of the real estate portfolio, ensuring alignment with organizational goals and market conditions. Increased portfolio value by 15% through targeted investment strategies and proactive asset management.
Property Management: Oversaw the management of a diverse property portfolio, optimizing property performance and tenant satisfaction. Implemented cost-saving initiatives that reduced operational expenses by 10%.
Data Governance Leadership: Directed initiatives to ensure data consistency and quality across platforms, resulting in a 25% improvement in compliance metrics and decision accuracy.
Strategic Contributions: Provided analytical insights that shaped affordable housing initiatives, aligning operational goals with regulatory requirements.
Portfolio Risk Analysis: Conducted comprehensive analyses of the real estate portfolio’s exposure to market volatility, informing investment decisions and enhancing overall portfolio resilience.
Valley National Bank, Wayne, NJ Nov 2021 – Aug 2023
Project Manager /Senior Business Analyst
Stakeholder Engagement & Strategic Alignment: Collaborated with senior stakeholders across multiple business units to identify and resolve data quality issues, aligning solutions with the bank’s strategic objectives. This resulted in a 30% reduction in data-related errors, enhancing overall data integrity.
Master Data Management (MDM) Migration: Spearheaded the seamless migration of over 2 million customer records from legacy systems to state-of-the-art MDM platforms. Ensured 99.9% data accuracy throughout the transition, which improved customer data accessibility 30% and enabled compliance with BCBS 239 and other key regulatory frameworks.
Data Remediation Initiatives: Led initiatives to remediate critical data concerns, effectively dispositioning and monitoring the resolution of over 50,000 data defects. This ensured compliance with internal data management processes and reduced data-related incidents by 40%.
Comprehensive Project Documentation: Developed and maintained detailed project documentation, including business requirements documents (BRDs), functional specifications, test plans, and user stories. This meticulous approach ensured clear communication and alignment across project teams, reducing project delivery times by 15%.
Data Testing & Validation: Conducted rigorous testing and validation of migrated data using SQL queries and data profiling techniques. Identified and resolved over 30,000 discrepancies, ensuring the integrity and reliability of the bank’s data assets post-migration.
Use Case Development: Developed detailed use cases to map out project requirements and ensure alignment with business goals, utilizing JIRA to track and manage the process, which improved accuracy, and efficiency of project execution.
Agile Leadership: Orchestrated Agile ceremonies, including backlog grooming and sprint planning, ensuring on-time delivery of data products and services while managing dependencies and mitigating risks.
Credit Risk Assessment & Mitigation: Collaborated with risk management teams to evaluate and mitigate credit risk exposure in the bank's loan portfolio. Improved credit profiling accuracy through enhanced data quality during the MDM migration.
Portfolio Risk Monitoring: Leveraged advanced analytics to monitor credit risk trends and provided actionable insights, reducing portfolio risk exposure by 15%.
Risk Mitigation Strategies: Collaborated with cross-functional teams to identify and implement risk mitigation strategies, achieving a 30% reduction in operational risks related to data management. Collaborated on risk assessments focusing on credit risk for the bank's loan portfolio, ensuring proper risk mitigation controls and compliance with regulatory standards.
Innovative Reporting: Developed dynamic Tableau dashboards and SQL-driven reports, providing senior stakeholders with actionable insights into portfolio health, delivery progress, and resource capacity.
Newark Renaissance Consulting Sep 2020 - Oct 2021
Client: Shadoe Tarver For NYC Council
Project Manager/ Treasurer
Campaign Finance Management & Compliance: Implemented a robust system for tracking campaign contributions and expenditures, achieving 100% compliance with New York City Campaign Finance Board (CFB) reporting requirements. This system reduced reporting errors by 35% and streamlined the financial reporting process, ensuring transparency and accountability in campaign finances.
Data Governance & Policy Development: Played a key role in the development and implementation of data governance policies, which improved data accuracy by 25% and ensured the security and integrity of sensitive campaign data. These policies were instrumental in maintaining voter trust and regulatory compliance throughout the campaign.
Bank of America, Pennington, NJ Jan 2020 - Mar 2020
Senior Business Analyst
Document Review & Gap Analysis: Conducted comprehensive reviews of statements of work (SOWs) and other critical documents, analyzing specific client and project needs. Documented changes and performed gap analyses, leading to recommendations that aligned project outcomes with business goals, resulting in a 20% increase in project efficiency. Utilized JIRA to track document revisions and monitor gap analysis progress, ensuring all updates were properly logged and accessible to stakeholders.
Stakeholder Engagement & Data Quality Solutions: Collaborated with senior stakeholders across various business functions to develop and implement data quality solutions. Defined clear deliverables, identified and mitigated risks, and ensured accurate milestone reporting, which improved project delivery timelines by 18% and minimized project risks.
Advanced Data Analysis & Reporting: Utilized excel and tableau to analyze large datasets, providing critical updates on product data population, data concerns, and key metrics. This analysis increased data transparency and informed decision-making, leading to a 15% improvement in the accuracy of data-driven decisions.
Operational Risk: Applied operational risk management techniques while conducting gap analyses, identifying potential risks in project deliverables and ensuring mitigation plans were in place, reducing project delays by 15%.
Wyndham Hotels, Parsippany, NJ Jul 2019 – Jan 2020
Senior Business Analyst / Data Analyst
Master Data Management (MDM) Implementation: Led the implementation of a comprehensive MDM framework, ensuring consistency, accuracy, and integrity of critical business data across diverse systems and processes. This initiative drove operational excellence and contributed to a 25% improvement in data consistency across the organization.
Data Extraction & Integrity Management: Utilized SQL queries extensively to extract, transform, and analyze data from various databases, ensuring data integrity and accuracy throughout the migration process. This work resulted in a 30% reduction in data errors during system migrations.
Reporting & Data Capabilities Enhancement: Directed efforts to define, implement, and enhance reporting and data capabilities, leveraging tools such as Excel, online resources, PowerBI, and JIRA to track progress and manage reporting enhancements. This led to a 35% improvement in the accuracy of sales velocity and inventory usage reports, fostering more informed decision-making.
Market Risk Evaluation: Conducted market risk analyses to assess the impact of economic downturns on hotel revenue, aiding in the development of contingency plans to mitigate financial risks
New York Life Insurance, New York, NY Oct 2018 - Mar 2019
Project Manager /Senior Business Analyst
Insurance Product Enhancement & Customer Retention: Orchestrated company-wide changes to insurance products, leading to a 15% improvement in offerings for existing policyholders. This initiative also contributed to a 10% increase in customer satisfaction and a 12% boost in policyholder retention rates.
Portfolio Management & Customer Satisfaction: Managed a diverse portfolio of insurance accounts, ensuring high levels of customer satisfaction. Implemented customer-centric strategies that resulted in a 20% reduction in customer churn and improved overall portfolio performance.
Strategic Communication & Risk Management: Led monthly committee meetings, effectively communicating risks and facilitating strategic decision-making. These efforts improved risk management practices and enhanced the quality of strategic decisions, leading to a 15% reduction in project risks.
Better Bricks & Mortar, Newark, NJ Mar 2015 – Oct 2018
Client: Department Of Veteran Affairs
Project Manager
Project Cost Reduction & Revenue Generation: Developed and implemented financial models for real estate projects, driving a 15% reduction in project costs and a 10% increase in revenue generation. These models were integral to strategic decision-making and efficient project management.
KPI Tracking & Data Management: Designed and launched a SharePoint Dashboard to monitor key performance indicators (KPIs) related to risk exposure and data management. This initiative resulted in a 20% improvement in project oversight and enhanced data accuracy.
Data Validation & Integrity Assurance: Led comprehensive data validation and migration efforts for real estate project databases, ensuring 99.9% data accuracy and integrity across all platforms. This meticulous process safeguarded the reliability of project data.
Compliance & Risk Mitigation: Facilitated weekly compliance resolution meetings, achieving a 95% compliance rate with agency guidelines for real estate projects. This proactive approach significantly mitigated compliance risks.
Advanced Data Analysis & Documentation: Extensively utilized Microsoft Excel, Word, and PowerPoint for real estate data analysis, documentation, and presentations, driving informed decision-making and improved project outcomes.
Legal Compliance & Risk Reduction: Collaborated closely with the legal department to ensure all project activities and real estate transactions adhered to company and federal guidelines, resulting in a 30% reduction in legal risks.
PROFESSIONAL EXPERIENCE
Emax Real Estate and Financial Advisory SERVICES, NY, NY Nov 2013 – Nov 2015
Senior Business Analyst
HUD Distressed Asset Stabilization Program Leadership: Led the development and implementation of new guidelines for HUD's Distressed Asset Stabilization program, focusing on strategies to keep homeowners in their homes during financial hardship. Drew on Capital Markets expertise to align distressed asset strategies with broader market infrastructure, facilitating accurate asset valuation and portfolio management
Training & Compliance Workshops: Facilitated over 15 workshops and training sessions for HUD staff and external partners, ensuring comprehensive understanding and consistent application of the new guidelines across various regions. This initiative increased compliance rates by 30% and ensured uniformity in program execution.
Prudential Mortgage Capital COMPANY, NEWARK, NJ Oct 2011 – Oct 2013
Senior Underwriter
Credit Risk Analysis: Conducted rigorous credit risk evaluations on a $5 million loan portfolio, applying advanced analytical techniques to reduce underwriting risks by 20%.
Risk Optimization: Enhanced portfolio performance by identifying risk exposures and implementing strategies that improved the risk-adjusted returns of underwritten loans.
Regulatory Excellence: Collaborated with compliance teams to ensure all underwriting processes met HUD policy standards.
JP Morgan CHASE BROOKLYN, NY Aug 2010 – Oct 2011
Business Analyst
Mortgage Modification Analysis: Played a key role in JP Morgan Chase's Mortgage Modification Department, contributing to the OCC-mandated review of foreclosed mortgages during the mortgage crisis. This effort helped identify and rectify compliance issues, improving the accuracy of mortgage modifications by 20%.
Mortgage Risk Analytics: Evaluated credit risks associated with mortgage modifications, improving risk scoring models and reducing exposure to potential defaults.
Regulatory Risk Reviews: Analyzed credit portfolios for compliance with regulatory standards, reducing operational and credit risks related to mortgage-backed securities.
Risk Analytics for Mortgage Modifications: Utilized credit risk analytics to assess the impact of mortgage modifications on portfolio risk, improving the modification process’s overall effectiveness by 25%. This involved a deep understanding of Capital Markets, assessing how these modifications influenced mortgage-backed securities and trading platforms.
EDUCATION / TECHNICAL SKILLS
IOWA WESLEYAN UNIVERSITY
Mt. Pleasant, IA
Bachelor of Science May 2010
Project Management Professional (PMP) 2018
Software: MDM, Azure Dev Ops, Jira, Tableau, Confluence, Yardi, SQL, Excel (Pivot Tables, Macros, VLOOKUPs), PowerBI, SharePoint
Methodologies: Agile, Scrum, Waterfall
Tools: Data Profiling Tools, Data Visualization Tools,