ALLAN SOUZA
Chicago,IL
Summary
Accomplished technical leader with over 15 years of experience in the fields of Technology, Consulting Services, and Sales Strategy, driving high-performance growth in areas of Digital, Cloud, Data & AI, and Business Solutions. An excellent track record of managing deals ranging from $500,000 to $10MM+, running cross-functional teams and collaborating with C-level executives across USA, Europe and Latin America. Passionate about people, team building, and the potential of technology to transform enterprise businesses and society.
Overview
10
10
years of professional experience
1
1
Certification
Work History
Senior Manager - Data & AI Lead, Enterprise Architect, Trusted Advisor
ACCENTURE
03.2019 - 12.2023
- Drove value-led initiatives, orchestrated strategies and roadmap development with business and technical leaders to identify opportunities where Data & Al could bring value and help solve business challenges
- Highly involved in all stages of deal pursuits (sales origination, SOWs, RFIs, RFPs, pre-sales, team building, and pricing estimation with proven closed sales of FY23 - $10M / FY22 - $15M / FY21 - $9M
- As part of the Accenture Microsoft Business Group (AMBG) practice, partnered with Microsoft on building joint assets, account planning, and go-to-market strategies to define strategic industry plays in the Data & AI space to support $10MM+ alliance deals across various industries
- Developed project budgets, monitored expenses, P&L and tracked financial performance to ensure projects remained profitable and delivered on time along with providing weekly updates to C-level suite on engagements, such as status reporting, challenges, and resolutions
- Led the design and implementation of complex cloud solution migrations to single, hybrid, and multi-cloud environments leveraging GCP, AWS, Snowflake, and Azure
- For a customer contact center with a high call volume, lack of personalized service and low customer satisfaction, delivered a solution using Azure ML and Azure Databricks to streamline operations enhance the customer experience, and leverage data to provide personalized interactions
- Led a multi-year Data Strategy for a large transportation client, which included standing up a Data Governance program and adoption of Azure Purview tool to address immediate requirements for data lineage, data quality, policies, regulatory requirements; this eliminated data silos, provided a holist view of enterprise data, a data catalog, and data ownership
- For a fintech client, led a $10M digital transformation program to migrate and modernize core banking systems including front- and back-end software that processed daily banking transactions (Snowflake, Collibra, Python)
- Delivered an 18-month cloud transformation for a consumer goods client, providing a platform to drive innovation and growth; Embraced the latest in AI, Generative AI to drive better customer experiences (CX) and unlocked innovation opportunities such as utilizing industrial metaverse technologies that use real-time data from Azure digital twins
- Delivered an enterprise data strategy for a healthcare client, which included data hub architecture and technology blueprint, operating model, future-state recommendations, and a scalable modernized AI & ML platform to support advanced analytics, reporting, and decision-making using Databricks on Google Cloud and Collibra as the governance tool
- Led a Data Governance/MDM maturity level assessment, identified gaps, provided future state & tool recommendations, and developed a roadmap and ready-to-execute implementation plan; the success of this project resulted in a multi-year program with workstreams across data quality, technology, security, and change management
- During COVID-19, supported retail and consumer goods clients by delivering digital modernization strategies to meet the immediate needs of their marketplaces, shift to a digital commerce platform, supply chain automation and migrations to cloud platforms.
Manager - Trusted Advisor, Enterprise Architect
GRANT THORNTON
03.2018 - 03.2019
- Reporting directly to Chief Information Officer (CIO), played a key role in identifying technological gaps and inefficient processes, devising digital strategies, roadmaps to bridge the gap between business needs and technology across TAX, Audit, Advisory and Public Sector domains
- Led and collaborated with cross-functional teams of consultants, industry experts, and developers to design and deliver end-to-end digital transformation roadmaps and projects scope that met company needs and goals
- Supported various levels of application development, data platforms, cloud, and deployment review processes along with working with technical and business stakeholders to drive execution of strategies and key projects
- Responsible for reviewing and approving statement of work (SOWs), vendors’ architecture solutions, and technical approaches through ARB (Architecture Review Board) review process on weekly basis
- Designed several Enterprise Architecture artifacts such as data flows, future state architecture diagrams, roadmaps, business processes, capability maps, reference models, etc
- Drove the built of a Business Intelligence Center of Excellence (Power BI CoE), providing visualization tools, metrics, resources and dashboard capabilities to guide business decisions enhancing the success of data analytics efforts and deliver improved decision-making to Grant Thornton’s leadership.
Manager - Data Governance & MDM Lead, Trusted Advisor
KPMG LLP
07.2014 - 12.2017
- Supported project scoping, SOWs, RFIs, RFPs and resource allocation, with individual sales target of $2-3M
- Designed and implemented Data Governance and Management capabilities for multiple large U.S
- And global banks under regulatory pressure to address immediate requirements from regulators to satisfy CCAR, DFAST, GDPR and BCBS 239 compliance
- Maturity level Assessment: For many large SIFI, conducted data maturity assessments to identify strengths and gaps in data lifecycles, processes, controls & procedures to comply with regulatory, and legal requirements on data management
- Data Mapping and Controls Analysis: For top-20 US regional bank, conducted a data mapping and controls gap analysis of enterprise data warehouse supported reports, including financial, risk, business line, and marketing reports
- Critical Data Elements Review: Conducted a review of identified critical data elements for a large US insurer
- Analyzed financial and risk critical data elements against industry practice and regulatory guidance, identifying gaps in data quality dimensions and rules, as well as recommendations for clarifying which data elements are considered critical
- Enterprise Data Management Strategy: Developed a multi-year roadmap for a top-25 bank, covering rules and standards regarding customer views, future state conceptual architecture to support data analytics and operational data needs, master data planning, data quality and data governance Data Governance Operating Model and Implementation Plan: Created a data governance operating model for a global payments processor to meet requirements of an international regulator, and alignment with enterprise policy
- Played a client-facing role on an end-to-end on-site global investigation of Bank’s systems branch local offices of Japan, Argentina, Brazil, Chile and Mexico to provide recommendations for improving sections screening for processing wire transfer transactions and anti-money laundering (AML) procedures to satisfy regulatory BCBS 239
- At a regional bank, as Data Governance Lead delivered an end-to-end implementation of 2 pilots to satisfy DFAST and BCBS 239 compliance regulatory requirements
- Assisted in standing up the Information Governance/Information Quality practice from ground up and supported the design of a risk data aggregation (RDA) framework including KPI’s and KRI that measure banks existed and future exposures using IBM InfoSphere Suite, IBM DataStage and Cognos BI.
Enterprise Architect
STATE FARM INSURANCE
07.2013 - 07.2014
- Played a key role in translating business needs into actional IT initiatives, ensuring that technology investments were strategically aligned with State Farm’s overarching goals and met industry best practices
- Supported various levels of application development, data platforms, infrastructure, and deployment review processes along with working with technical and business stakeholders to drive execution of strategies and key projects
- Designed several EA artifacts such as business context, data flows, conceptual-logical-physical architecture diagrams; roadmaps, BCMs, business processes diagrams, capability maps, reference models, etc
- Provided strategic direction, application architecture, and guidance on business intelligence with Big Data solutions (QlikView and Hadoop).
Education
Mini-MBA Management Program -
LOYOLA UNIVERSITY OF CHICAGO-GRADUATE SCHOOL OF BUSINESS
01.2015
Bachelor of Science, Computer Science -
UNIVERSITY OF THE STATE OF RIO DE JANEIRO
01.2001
Skills
- Experience building solutions leveraging AI/ML technologies
- Experience in Data Governance-MDM tools such as Collibra, Microsoft Purview, Ataccama, Alation and Informatica
- Experience with hyperscale cloud providers such as Azure, AWS, GCP, and Snowflake
- Well-versed in Enterprise Architecture Frameworks (eg, TOGAF, Zachman)
- Experience with Enterprise Architecture Modeling Tools (eg, Erwin Evolve, MEGA, Sparx Systems, MS Visio)
- Extensive experience with visualization tools such as Azure Synapse Analytics, Google Analytics, and Tableau
- Experience designing and building Data Lakes, Data Warehouses, Data Meshes, and Data Fabrics
- Strong background in data governance, privacy regulations, and compliance (GDPR, CCAR, DFAST and BCBS 239)
- Experience designing, developing, and deploying solutions using Microsoft Power Platform (Power Apps, Power BI, Power Automate)
- SDLC - SCRUM / Agile, Extreme, & Waterfall
Websites
Certification
- Microsoft Azure Fundamentals
- Microsoft Azure ML Studio Certification Training
- Microsoft Power BI Certification
- Accenture Senior Data Architect
- IBM Watson and Cloud Foundations
- TOGAF
Current Pursuits
- Serves as HITEC E+ Alumni & Mentor - HITEC E+ Program is a year-long, cohort-based program that develops high-potential Hispanic technology leaders looking to become tomorrow’s high level corporate executives.
- Served as the head faculty instructor for the Storytelling with Data in the data-driven Accenture internal program (class size of 50+).
Professional Development
- AI Strategy and Governance, University of Pennsylvania, 2023, 2024
- Leading with Analytics and Artificial Intelligence, Kellogg Executive Education, 2022, 2022
- Applying Analytics and Artificial Intelligence, Kellogg Executive Education, 2021, 2021
Personal Information
Title: Executive | Data & Artificial Intelligence | Cloud | Technology Strategy and Consulting Services
Timeline
Senior Manager - Data & AI Lead, Enterprise Architect, Trusted Advisor
ACCENTURE
03.2019 - 12.2023
Manager - Trusted Advisor, Enterprise Architect
GRANT THORNTON
03.2018 - 03.2019
Manager - Data Governance & MDM Lead, Trusted Advisor
KPMG LLP
07.2014 - 12.2017
Enterprise Architect
STATE FARM INSURANCE
07.2013 - 07.2014
Mini-MBA Management Program -
LOYOLA UNIVERSITY OF CHICAGO-GRADUATE SCHOOL OF BUSINESS
Bachelor of Science, Computer Science -
UNIVERSITY OF THE STATE OF RIO DE JANEIRO