Business-Aligned Enterprise Data Management Strategy and Architecture:

  • Current state assessment of data management program
  • Definition of future state architecture aligned with business objectives
  • Data governance
  • Business Intelligence and Data Warehousing
  • Master data management
  • Meta data management
  • Data integration and quality
  • Program mobilization and planning
  • Program implementation


Streamlining the selection and implementation of core business applications to optimize investment and speed to market:

  • Business requirements definition and gathering
  • RFI and RFP process
  • Application Costing
  • Product and vendor selection
  • Project and vendor management
  • Business case development
  • Functional design
  • Technical design
  • User testing
  • User training and roll-out


The design of an optimal application and infrastructure cost allocation and recovery framework:

  • Gathering and analysis of cost data
  • Activity and process cost and FTE utilization analysis
  • Baseline vs. one-time investment cost analysis
  • Identification of redundant processes and cost savings
  • Tailored allocation methodology and model requirements
  • Configuration of technical architecture
  • Development and implementation of reporting framework


  • Assisted a leading U.S.-based commercial finance organization in the development and execution of an enterprise level data architecture program that would support all enterprise level data needs as well as provide a common and validated source for critical reporting data elements for each business segment to reference.
  • Project managed an effort to build a business and technology platform to appropriately support an Institutional Asset Management group's efforts to create a best-in-class support platform including Portfolio Accounting, Performance Measurement and Client Reporting functions.
  • Developed a customized commission calculation and reporting engine for the newly acquired commercial loan origination group at a global diversified bank.
  • Project managed an effort to create an automated interface between a commercial lending / trading system (with integrated functional modules that support the lending process from deal building through servicing and trading) and a German regulatory reporting engine.
  • Developed and implemented a comprehensive technology and operational architecture for the New York branch of a German commercial mortgage bank.
  • Supported the Finance Change The Bank team with a large investment bank’s re-entry into the Commodities business, including finance specifications and testing for the implementation of a front office trading platform (TriplePoint CXL), and the downstream data feeds to the Global General Ledger.