Portland, Oregon Metropolitan Area
AREAS OF EXPERTISE Data Governance & Strategy | Data Analytics & Business Intelligence | Financial & Regulatory Compliance| Risk Management & Control Frameworks| Process Optimization & Automation| Strategic Planning & Execution| Financial Systems & Data Architecture| Policy Development & Governance Models| Operational Efficiency & Cost Optimization| Cross-Functional Leadership| Enterprise Reporting & Insights| Change Management| Stakeholder Engagement
•Lead enterprise finance data governance strategy, ensuring data integrity, regulatory compliance, and decision-grade financial information. •Architect governance frameworks that balance data quality, risk exposure, operational efficiency, and cost optimization. •Direct and develop a high-performing data governance team focused on scalable controls, policies, and enterprise standards. •Partner with business, finance, and technology leaders to align data governance priorities with strategic business objectives. •Translate complex data governance concepts into executive-level insights to drive adoption and enterprise value realization.
•Lead analytical evaluation of compliance tool vendors, supporting selection strategy projected to deliver ~$600K in annual cost savings. •Conduct cross-industry benchmarking to inform development of scalable Third-Party Risk Management governance frameworks. •Design automated Power BI reporting solutions to improve accuracy, consistency, and executive visibility into third-party risk metrics.
•Led data quality and replication assurance across enterprise financial platforms, ensuring accuracy and integrity during S/4HANA transition. •Built governance controls for future-state MDG processes, reducing operational risk and improving system reliability. •Managed complex master data structures (hierarchies, cost centers, GL, vendor/customer relationships) across integrated platforms. •Performed risk analysis on data flows and process dependencies, implementing controls and process improvements. •Developed training and enablement programs to standardize master data practices across teams.
•Directed enterprise monitoring and effectiveness assessment of the BSA compliance framework. •Led root cause analysis on compliance exceptions and developed remediation strategies to reduce regulatory risk. •Provided executive-level reporting on risk posture, compliance performance, and program effectiveness. •Oversaw compliance analytics, quality assurance, and regulatory readiness across the organization.
•Led analytical oversight of high-risk AML investigations and global screening operations. •Managed enterprise risk reporting, quality control analytics, and governance dashboards for senior leadership. •Partnered with regulatory, legal, and compliance stakeholders to resolve systemic risk and control issues. •Directed operational planning, performance analytics, and capacity modeling for large-scale compliance
•Served as enterprise AML subject matter expert, supporting regulatory risk mitigation strategies. •Led governance reporting, risk analytics, and compliance performance monitoring. •Developed operational controls and quality frameworks to strengthen global AML execution.
•Performed analytical investigations of global AML and regulatory risk cases. •Synthesized cross-regional data into structured compliance intelligence reports.
Fulfilled clients financial goals by setting up loans, managing banking needs, investments, and merchant services needs Enhanced sales for my branch by exceeding my monthly referral goal by 140% on average, result in increased profits Developed strategic financial plans for my clients, in order to help them achieve financial well being
Made business plans that consisted of anticipated assets under management, target markets, and gross revenue Developed value proposition and telephone language skills with my peer group