Summary
Overview
Work History
Education
Skills
Timeline
Generic

Marie Willard

Prosper,TX

Summary

Visionary, data driven thought leader with over 20 years of experience in omni-channel, marketing, financial and customer feedback analytics. Proven ability to deliver compliant data products in highly regulated and complex financial services environments.

Overview

27
27
years of professional experience

Work History

National Manager, Data Analysis/Data Domain Owner

Toyota Financial Services ($187B In Assets)
05.2020 - Current
  • Developing model to predict probability of Vehicle Services Agreement (VSA) product sales and isolate incremental impact of incentives.
  • Lead descriptive analytics that inform decision makers in VPP and Fraud. Results generated $14 million in business value to-date.
  • Lead team of 18 to deliver data driven insight to stakeholders in Commercial, Fraud Ops and Voluntary Protection Products.
  • Lead best in class data storytelling training at TFS
  • Leading effort to migrate Bank data from legacy SAS environment to Snowflake; exceeding timeline and quality expectations.
  • Delivered Tableau-based Reporting Experience that provides integrated, consistent view of performance for executives across TFS. Experience has over 100 users and thousands of monthly views.
  • Led team of 50 to deliver reporting and data engineering capabilities through platforms like Netezza, Snowflake and Tableau
  • Led effort to successfully upgrade legacy Netezza platform
  • Completed 1/3 of $15 million data migration from Netezza to Snowflake that will drive data quality, consistency and speed to market.

Director, Business Intelligence

USAA Bank ($114B In Assets)
03.2016 - 05.2020

Spearhead analytically driven initiatives to optimize performance:

  • Model based voice of customer performance drivers that directly influenced Bank Leadership
  • NLP model to identify friction points and compliance risk in member complaints. Capability generated $5.5M in business value.
  • Innovative complaint capacity management reporting suite to optimize operational process

Implement governed, high quality self service data business intelligence:

  • Omni-channel acquisition analytics to meet heightened regulatory and stakeholder standards
  • Self-service geospatial analytics to drive deployment strategy for 150 ATMS
  • First generation 'Bank Member Cube', recognized by USAA executive leadership

Deliver roadmap to scale interactive visualization built on best practice data architecture:

  • Developed best in class complaint capture and reporting that aligns to OCC heightened standards
  • Significantly improved reporting quality and speed to market across several Bank initiatives
  • Provide thought leadership on compliant data delivery to sister analytics teams
  • Influence data architecture to optimize business intelligence and improve data quality standards
  • Led agile teams of 20 business and IT analysts to democratize BCBS 239 compliant data for Bank products, member (customer) demographics and complaints

Director, Digital Analysis

Fidelity Investments ($2.8 T In Assets)
06.2013 - 03.2016
  • Developed mobile app analytics center of excellence; influenced executives to improve engagement with popular 'account center' view by 10%
  • Evangelized data products like omni-channel view of customer interactions to drive advanced insight
  • Deployed data driven strategy to reduce friction throughout digital acquisition sales experience, optimize performance and improve results by 30% over quarter
  • Recognized thought leader in omni-channel analytics; speaker at Adobe Analytics Summit
  • Spearheaded Clarabridge/NLP based studies of voice of customer feedback on digital platforms. Leveraged insight to optimize checking/money market account experience
  • Significant experience with compliant digital data delivery best practices; led agile tagging process optimization initiative
  • Led team of 10 digital optimization analysts with dotted line oversight of 20 tagging support analysts

Director, Database Marketing Analytics

Collette Travel Services
06.2012 - 04.2013
  • Re-negotiated vendor contracts by 15%
  • Captured 25% increase in calls and 10% revenue boost through successful implementation of multi-channel marketing plan

Vice President, Customer And Marketing Insights

Citizens Financial Group ($220B In Assets)
01.2009 - 06.2012
  • Led next best product modeling strategy to improve efficiency of $2.8M marketing budget
  • Spearheaded spend reallocation to profitable tactics, driving balances that exceeded goal by 87%
  • Deployed testing and propensity model strategy to improve home equity acquisition performance across channels by 30%
  • Managed credit offer, targeting and optimization in compliance with FCRA and privacy regulations

Senior Manager, Direct Marketing Analytics

Fidelity Investments ($2.46 T In Assets)
04.2004 - 12.2008
  • Improved direct, digital and media marketing performance through modeling
  • Optimized results to drive 22% lift in rollover campaign performance; mined base for hidden high value customers
  • Directed work flow across 11 analysts

Senior Research Analyst

Federal Reserve Bank Of Boston
08.1997 - 04.2004

Applied advanced modeling techniques to create insight on payment and labor market trends.

  • Developed linear regressions to surface variables driving New England labor market trends
  • Applied analytics to optimize payment processing
  • Created data driven plan for 2 new payment services generating over $1M in revenue
  • Published economic insights 3 times in the 'New England Review' , a Reserve Bank publication
  • Received 2 President's Awards

Education

MBA - Marketing

Boston University
Boston, MA

Bachelor of Arts - Economics

Wellesley College
Wellesley Hills, MA

Skills

  • Data driven optimization
  • Descriptive and predictive analytics
  • Creating order from chaos
  • Thought leadership
  • Execution
  • Executive communication, relationship building

Timeline

National Manager, Data Analysis/Data Domain Owner

Toyota Financial Services ($187B In Assets)
05.2020 - Current

Director, Business Intelligence

USAA Bank ($114B In Assets)
03.2016 - 05.2020

Director, Digital Analysis

Fidelity Investments ($2.8 T In Assets)
06.2013 - 03.2016

Director, Database Marketing Analytics

Collette Travel Services
06.2012 - 04.2013

Vice President, Customer And Marketing Insights

Citizens Financial Group ($220B In Assets)
01.2009 - 06.2012

Senior Manager, Direct Marketing Analytics

Fidelity Investments ($2.46 T In Assets)
04.2004 - 12.2008

Senior Research Analyst

Federal Reserve Bank Of Boston
08.1997 - 04.2004

MBA - Marketing

Boston University

Bachelor of Arts - Economics

Wellesley College
Marie Willard