Career advancementWork-life balanceCompany CultureWork from home optionHealthcare benefits
Summary
A trusted, thought leader with 15 years' experience in data strategy and governance with demonstrated fluency with Insurance, Financial, Marketing as well as Complaints/Advocacy data domain portfolios. Well-versed in setting the strategic direction and executing transformational solutions. Established change agent and a visionary leader who has expertise in delivering a responsible data culture, ethics and regulatory environment. A proven understanding of the relationship between technical and business interdependencies and ability to translate business needs into actionable outcomes. Fueled by an intellectual curiosity and propensity to organize and convey analytical & technical information. A skilled strategist with persuasive interpersonal skills. Capable of autonomously managing product, application, digital, program and data lifecycles. Demonstrated ability to be cursory, perceptive, and capable of dealing with ambiguity. Able to bring quick resolution to challenging situations as well as building lasting relationships with teams, partners, and colleagues. Proven ability to lead, inspire and scale high impact teams. Executive-level presence with exceptional stakeholder communication, capable of building optimal influence.
Overview
12
12
Years of relevant experience
15
15
Years of technology skills
9
9
Certifications
4
4
years of post-secondary education
Work History
Head of Data Governance & Management
USAA
Atlanta
10.2019 - Current
Oversees business strategy, roadmap, and direction and sets the strategic direction for data assets, ensuring quality and compliance within the federated Hub & Spoke model and for the associated data domains.
Develops and implements the data framework and standards for regulatory compliance.
Development of the Data Governance Center of Excellence (CoE) to standardize practices and fosters a data-driven culture, improving data literacy and compliant utilization.
Sets the strategic direction for data assets, ensuring quality and compliance within the insurance and financial domains.
Leads business engagement, advising on data strategies and governance across the data ecosystem, including cloud, data marts, and reporting solutions.
Builds and champions a high-caliber team, fostering a culture of continuous development, coaching, and accountability to drive results.
Orchestrates a data stewardship program that focuses on data literacy and governance, providing training and best practices to over 140 identified data stewards.
Ensures that business risks are effectively identified, measured, monitored, and controlled in accordance with risk and compliance policies.
Builds and maintains relationships with key executive/stakeholders across Business, IT, Legal, Privacy & Compliance to translate complex data concepts for both technical and nontechnical audiences.
Responsible for improving metric deliver for predictable saturation, churn, LTV, pipeline health for performance, stability & growth.
Manages budgeting, execution and reporting for multi-year financials to align with cost-containment targets.
Managing Information Steward Complaints
USAA
Atlanta
04.2024 - Current
Serves as the primary data steward for Complaints data across USAA (utilized by 3 LOBs Bank, LifeCo and P&C, as well as, CEO, CRO and CLO) where my core responsibilities were to ensure availability, integrity, and regulatory compliance.
Leads the Complaints Data CoE, governing compliant data utilization for 10 critical reports and managing 11 data-sharing agreements.
Defines and implements data standards, quality rules, and processes for capturing and resolving data failures.
Partners with IT and Data Governance to ensure data handling adheres to Laws, Rules & Regulations (LRRs) and controls.
Participates in management routines and Agile ceremonies to advocate for best practices and guidelines for Complaints data usage.
Monitors regulatory changes and industry trends to proactively manage data governance standards.
Oversees the migration of Complaints data from Cloudera to Snowflake, communicating biweekly updates to stakeholders and ensuring seamless report repointing for data consumers.
Lead Information Architect
USAA
San Antonio
05.2017 - 10.2019
Developed and optimized information for Insurance and Actuarial domains, improving data accessibility and usability, while driving alignment re-use of technology assets for cost containment.
Spearheaded the creation of a robust framework for measuring the success of business capabilities, enabling data-driven decision-making and continuous improvement.
Drove the strategic alignment of the metamodel with digital and analytical assets, enhancing data analysis capabilities and better business intelligence.
Successfully spearheaded the transfer of 13 applications and databases from Life to Bank to ensure frictionless migration for business continuity.
Created a 'Taxonomy Review' process to ensure consistent alignment of Micro-Service Containers and APIs across the organization, improving system interoperability and streamlining development.
Developed a Mapping Matrix strategy, facilitating efficient data flow, lineage and interoperability across diverse systems and applications.
Solution Architect
Cotiviti
Atlanta
05.2014 - 05.2017
Led IT-driven consolidation of 13 applications, standardizing two organizations' data systems. Selected and configured metadata and analytics tools. Enhanced information governance, addressing PHI data issues, and improved permissions and access for security and fraud teams.
Orchestrated the SharePoint migration across environments from SP2010 to SP2013 to a unified Office 365 cloud platform. Consolidation included 4TB data from two server farms due to a merger of two organizations.
Led the corporate rebranding campaign that included new content, responsive design for mobile devices, integration/SSO capabilities and a comprehensive brand-identity package for client-facing applications.
Championed the initial plan, research and POC that led to the Agile Transformation efforts within the SDLC and ADLC environments within IT. This was adopted company-wide. Provided substantive input into the selection, design and implementation of Saleforce.com for sales operations.
Developed and launched the inaugural Center of Excellence, focused on Business Analysts; expanded this to encompass the global COE for Agile Transformation.
Created the Release Management program whereby I generated, organized, and distributed documentation that communicates product changes internally to stakeholders and externally to customers. Improved user awareness, data unification with production releases, and knowledge transfer.
Education
Master Of Business - Analytics, Ethics & Management
Louisiana State University
Baton Rouge, LA
08.2025 - 12.2026
Bachelor Of Science - Business Management
Athens State University
Athens, Alabama, AL
05.1992 - 06.1995
Accomplishments
Created and launched a producer-to-consumer self-service data ecosystem with established methods of lineage development, metadata capture to ensure findability and governance of the data while mitigating data silos, data quality concerns and slow access requests.
Created and managed the member advocacy data stewardship program for critical, regulated data related to Complaints.
Demonstrated exceptional data management capabilities from the outset, achieving a maturity score of 6 in two DCAM capability areas and a score of 5 in the other six, setting a high benchmark for the organization in its inaugural year 2022.
Led several teams through significant transformations from legacy systems to modern cloud ecosystems. This was accomplished by being focused on the human element, ensuring staff and stakeholders are prepared for and understand the deliverables.
By reducing redundant Critical Data Elements (CDEs) by 42%, substantial improvements in data quality and overall efficiency were achieved, supporting more accurate reporting and decision-making.
Accelerated a data governance initiative that led to delivering the project 7 months ahead of schedule and generating $560k in cost savings.
Certification
CIMP - EDM Council
CDMP - DAMA International
PMP - Project Management Institute
AI Aware - USAA Eagle Academy
AI Ethics - Udemy Business
SA - Scaled Agile
POPM - Scaled Agile
ARCH - Scaled Agile
SPC - Scaled Agile
Data Governance
Data Privacy/Consent
Data Quality Rules & Dimensions
Metadata Management
Data Lineage
Data Modeling
MDM/RDM
Stewardship
IT Controls
Policy/Standard Development
Data Sensitivity
Data Literacy
AI Governance
SDLC integration with DDLC
DMBOK
TOGAF
Advanced Analytics
- Experience with progression AI:
L1 Conversational; chatbot and prompts
L2 Problem Solvers & Reasoners; fraud detection and next best action
L3 Agentic; regulatory compliance monitoring
L4 Innovator; campaign adaptation and brand management
<ul><li>Company Overview: Group Company of PUIG, Spain</li><li>Team Leadership & Process Excellence: Organised the transformation of the Finance & Accounts function, establishing performance-driven goals, and embedding a culture of accountability and continuous improvement. Drove operational efficiency through process redesigns, SOP implementation and optimal resource deployment, leading to measurable improvements in turnaround time and accuracy.</li><li>Strategic Partnering with CXOs: Acted as a key advisor to the CEO, CFO, and other CXOs on business planning, pricing strategies, and business model pivots to support scale-up and profitability. Contributed to investor communications with data-backed insights to enhance stakeholder confidence and secure strategic funding.</li><li>Cross-Functional & Global Stakeholder Management: Functioned as the strategic finance business partner to cross-functional heads and the PUIG global finance team, aligning local execution with global financial strategies and compliance requirements.</li><li>ERP Transformation & System Automation: Led end-to-end ERP reimplementation to address system gaps, enforce role-based controls, and automate core finance processes—resulting in enhanced data accuracy, faster reporting and improved internal controls.</li><li>Costing, Inventory & Profitability Optimization: Designed and implemented plant-level costing models to ensure accurate COGS determination. Improved inventory management across pricing, consumption tracking, and aging analysis—enabling better working capital control and cost efficiency.</li><li>Manufacturing Finance & Statutory Compliance: Supervised end-to-end accounting for manufacturing operations and ensured full statutory compliance.</li><li>Financial Reporting, MIS & Profitability Analytics: Delivered accurate and timely monthly MIS reports, including P&L, Balance Sheet and KPI dashboards with deep-dive variance analysis across stores, business verticals, and geographies. Supported board-level decision-making through insightful presentations on financial health and business performance.</li><li>Budgeting, Forecasting & Business Planning: Led the Annual Operating Plan (AOP) and rolling forecasts, ensuring alignment with strategic objectives and market dynamics. Monitored key financial metrics to enable business decisions and proactive cost management.</li><li>Statutory, Internal & Tax Audit Management: Finalized standalone and consolidated financials under Ind AS and IFRS, ensured timely group reporting and compliance with international standards. Delivered clean and timely closures of statutory, tax, and internal audits in coordination with Big 4 auditors. Strengthened audit readiness through pre-audit diagnostics and rectification of recurring control gaps.</li><li>Regulatory Compliance & Risk Management: Ensured end-to-end compliance which includes ROC, RBI, FEMA, Income Tax, GST, Transfer Pricing, DTAA, and Customs. Reviewed cross-border contracts and transactions to ensure arm’s length pricing, accurate TDS application, and proper documentation under Transfer Pricing regulations.</li><li>Commercial Negotiation & Contract Governance: Led commercial negotiations and structured deals with vendors and franchisees. Reviewed key business contracts to ensure financial viability, risk protection, and compliance with regulatory standards.</li><li>Treasury & External Commercial Borrowing (ECB): Managed fund planning and liquidity management including ECB drawdowns, bank negotiations, and interest optimization. Improved working capital cycles through proactive cash flow forecasting and receivables control.</li><li>Internal Controls & Governance Framework: Led organization-wide reviews of internal control systems, identified process gaps, and redesigned or implemented over 40 SOPs and IFCs. Established a governance structure for financial discipline, risk mitigation, and policy compliance across departments.</li></ul> at Kama Ayurveda Pvt. Ltd. & PUIG India Pvt. Ltd.<ul><li>Company Overview: Group Company of PUIG, Spain</li><li>Team Leadership & Process Excellence: Organised the transformation of the Finance & Accounts function, establishing performance-driven goals, and embedding a culture of accountability and continuous improvement. Drove operational efficiency through process redesigns, SOP implementation and optimal resource deployment, leading to measurable improvements in turnaround time and accuracy.</li><li>Strategic Partnering with CXOs: Acted as a key advisor to the CEO, CFO, and other CXOs on business planning, pricing strategies, and business model pivots to support scale-up and profitability. Contributed to investor communications with data-backed insights to enhance stakeholder confidence and secure strategic funding.</li><li>Cross-Functional & Global Stakeholder Management: Functioned as the strategic finance business partner to cross-functional heads and the PUIG global finance team, aligning local execution with global financial strategies and compliance requirements.</li><li>ERP Transformation & System Automation: Led end-to-end ERP reimplementation to address system gaps, enforce role-based controls, and automate core finance processes—resulting in enhanced data accuracy, faster reporting and improved internal controls.</li><li>Costing, Inventory & Profitability Optimization: Designed and implemented plant-level costing models to ensure accurate COGS determination. Improved inventory management across pricing, consumption tracking, and aging analysis—enabling better working capital control and cost efficiency.</li><li>Manufacturing Finance & Statutory Compliance: Supervised end-to-end accounting for manufacturing operations and ensured full statutory compliance.</li><li>Financial Reporting, MIS & Profitability Analytics: Delivered accurate and timely monthly MIS reports, including P&L, Balance Sheet and KPI dashboards with deep-dive variance analysis across stores, business verticals, and geographies. Supported board-level decision-making through insightful presentations on financial health and business performance.</li><li>Budgeting, Forecasting & Business Planning: Led the Annual Operating Plan (AOP) and rolling forecasts, ensuring alignment with strategic objectives and market dynamics. Monitored key financial metrics to enable business decisions and proactive cost management.</li><li>Statutory, Internal & Tax Audit Management: Finalized standalone and consolidated financials under Ind AS and IFRS, ensured timely group reporting and compliance with international standards. Delivered clean and timely closures of statutory, tax, and internal audits in coordination with Big 4 auditors. Strengthened audit readiness through pre-audit diagnostics and rectification of recurring control gaps.</li><li>Regulatory Compliance & Risk Management: Ensured end-to-end compliance which includes ROC, RBI, FEMA, Income Tax, GST, Transfer Pricing, DTAA, and Customs. Reviewed cross-border contracts and transactions to ensure arm’s length pricing, accurate TDS application, and proper documentation under Transfer Pricing regulations.</li><li>Commercial Negotiation & Contract Governance: Led commercial negotiations and structured deals with vendors and franchisees. Reviewed key business contracts to ensure financial viability, risk protection, and compliance with regulatory standards.</li><li>Treasury & External Commercial Borrowing (ECB): Managed fund planning and liquidity management including ECB drawdowns, bank negotiations, and interest optimization. Improved working capital cycles through proactive cash flow forecasting and receivables control.</li><li>Internal Controls & Governance Framework: Led organization-wide reviews of internal control systems, identified process gaps, and redesigned or implemented over 40 SOPs and IFCs. Established a governance structure for financial discipline, risk mitigation, and policy compliance across departments.</li></ul> at Kama Ayurveda Pvt. Ltd. & PUIG India Pvt. Ltd.