Highly motivated, results-oriented leader who leverages innovative business solutions needed to monitor and manage the overall performance of a department. Accomplished leader with demonstrated ability to deliver mission-critical results in a management role as well as an individual contributor role and establish key business partnerships needed to support overall business initiatives. Proven ability to develop a high performance team by training and motivating skilled professionals. Possess excellent people management, communication, organizational, and time management skills. Industry background in the merchant services payment processing, credit card, payments, mortgage, loss mitigation, retail businesses.
Overview
26
26
years of professional experience
Work History
VP / Product Analytics Manager
JPMorgan Chase Merchant Services
02.2017 - Current
Lead a team of data professionals in support of all Merchant Services client conversions/migrations including ad hoc analysis, reporting, and Tableau dashboards
Provide full data management of all client migration projects including impact sizing, structured reporting, and tracking of results
Responsible for producing, distributing and coordinating all applicable data to ensure the success of the programs, delivering to budget, on the right timelines and with a customer centric quality
Responsible for measuring the success of the program with clear and transparent reporting generating analysis of project success across several areas of Merchant Services and its operating areas, including detail and Tableau visualizations
Involved in solving key data challenges in the enablement of roll out to strategic and national accounts and reporting of success to the wider firm key stakeholders
Manage program roll out reporting including daily analysis of conversions at the merchant, retail, commercial and investment bank level including ad hoc and repeatable processes
Collaborate across business and technology groups to ensure the right data is provided at the right time
Research and mine all Chase Merchant databases to understand payment product usage and build client profiles
Primary tools used – SAS, SQL, TOAD, Oracle, Snowflake, Tableau.
VP / MB Reporting BA Manager II
JPMorgan Chase Mortgage Banking
12.2010 - 02.2017
Responsible for the leadership, management, and mentorship of a team of SAS Analysts including projects, timelines, reviews, appraisals, and SAS code reviews
Manage the development and production of operations/analytical reporting and supervise a team of SAS Analysts responsible for daily, weekly, monthly and ad-hoc reporting/analysis
Work closely with business unit leaders to assist in creating reporting and analytical solutions, track key performance indicators, document processes, and help improve overall efficiency
Serve as a partner to business unit leaders, translating business needs into reporting/analytical requirements and ensuring that results conform to overall objectives
Assist the Mortgage Banking business teams in the development and execution of reporting, data management, and information gathering
Provide leadership and direction for internal and regulatory production and ad-hoc reporting support for the Mortgage Banking lines of business
Required to ensure consistency and data integrity with all reporting and analytical output produced by the team
Manage the process of automating all reports from the perspective of developing macro based automation, program scheduling, and report delivery
Manage the design, development, and automation implementation of Mortgage Banking operational reporting in production and ad-hoc environments
Reconcile reporting output and metrics with internal Chase systems of record to ensure clear, concise, reporting
Function as the primary point of contact for the department’s analytical, reporting, and overall data needs
Identify and escalate issues as they arise, particularly around data access and timelines
Prioritize requests, assign workloads and establish realistic timelines for the completion of all projects
Design and develop highly efficient SAS code pulling data from a wide range of data environments for use in automated data processing systems on a UNIX/ORACLE based platform to track and report on Mortgage Banking initiatives and programs
Develop executive level dashboard reporting and detailed operational reporting
Perform regular process analysis and recommend process improvement in addition to understanding data errors and gaps.
Senior SAS Project Manager
JCPenney Corporation
04.1998 - 12.2010
Assigned the tasks of designing and developing project-specific SAS programs
Worked with teams of people to discuss project basis, project requirements, and timelines
Researched how and where to get the data, and the meaning of the data, needed for any given project
Wrote SAS-based systems to automate processes including the JCPenney promotional marketing event analysis system
Designed, developed, and maintained a web based SAS reporting system written in SAS/INTRNET, SAS/MACRO, and SAS/ODS to create various types of output for the business
Responsible for the maintenance of SAS databases to support the SAS/INTRNET reporting system
Converted an entirely manual reporting process to a fully automated production SAS system
Developed HTML/JAVASCRIPT/CSS pages to communicate with SAS on Z/OS via the SAS/INTRNET module enabling users to request customized reporting
Performed reporting and analysis for various departments including Marketing, Inventory, Allocation, and Customer Service
Primarily used SAS in Z/OS and WINDOWS environments
Responsible for the management of one other employee including projects, timelines, reviews and appraisals.
Education
Bachelor of Science in Mathematics -
Oklahoma State University
Stillwater, OK
Skills
Leadership & character
Senior level SAS Programmer
SQL
Operating environments including Windows, Z/OS, Unix, Citrix
Database systems including Oracle, Snowflake, Teradata, DB2, Hadoop
HTML, JAVASCRIPT, CSS
Microsoft products
Key Qualifications
Reporting
Performance Management/Scorecards
Relationship Management
Planning
Team Management
Process Improvement & Quality Control
Analysis
Project Management
Timeline
VP / Product Analytics Manager
JPMorgan Chase Merchant Services
02.2017 - Current
VP / MB Reporting BA Manager II
JPMorgan Chase Mortgage Banking
12.2010 - 02.2017
Senior SAS Project Manager
JCPenney Corporation
04.1998 - 12.2010
Bachelor of Science in Mathematics -
Oklahoma State University
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