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Work Background
Santander Bank, N.A.Director - Data Governance and Analytics/ BI & Reporting
Mar. 2021 - May. 2025United StatesConsumer Lending Translating complex data into impactful insights, I produce and maintain regulatory and non-regulatory reports, management presentations, and materials, ensuring professional quality, consistency, and compliance with corporate standards and data governance. Serve as primary liaison to Consumer Finance CEO for development of impactful Executive Management presentations for Operating Committees. Utilize Tableau, SAS / SQL, Excel, and PowerPoint to provide comprehensive data analysis and reporting support for ad-hoc requests, audits, and regulatory exams. Enhanced data governance process to ensure quality/integrity from raw database tables to downstream usage of data fields. Notable Contributions:
• Achieved $9M in savings during 10-year contract renewal by operating as Credit Card business liaison with MasterCard. • Transformed complex lending products data into clear narratives, applying advanced analytical methods and visualization tools to provide actionable insights and compelling stories. • Automated, converted and redeveloped several manually produced excel based reports/dashboards utilizing Tableau/SQL/SAS.
Wells FargoData Governance -Credit Risk
Feb. 2018 - Mar. 2021Melville, New York, United StatesAuto Finance Oversaw annual recertification and ongoing maintenance of corporate and Auto credit policy exceptions governance documents to achieve accuracy and compliance with established standards. Led monthly Credible Challenge submissions and governance tracking, recognized for best-in-class execution and adherence to regulatory requirements. Enhanced data governance processes to ensure end-to-end data quality and integrity from raw source tables to downstream consumption. Served as primary liaison for Auto Chief Risk Officer and drove creation of Executive Management presentations for Operating Committees utilizing Tableau, SAS / SQL, Excel, and PowerPoint. Notable Contributions: • Established early tracking mechanisms in response to 2020 events, supporting policy tightening and recovery playbooks under governance oversight. • Developed and maintained both regulatory and non-regulatory reports, delivering insightful management presentations aligned with organizational goals, compliance protocols and data governance.
JPMorganChaseRisk Director - Data Goverance
Sep. 2013 - Feb. 2018Garden City, New York, United StatesAuto Finance Directed risk reporting & developed Executive Management presentations for Risk Committees, ensuring clear communication of key insights and strategic recommendations. Led reporting and data governance initiatives team, including senior associates, driving operational excellence, collaborative outcomes and overall business performance oversight. Collaboration with finance, credit risk MIS, and other teams across Consumer & Community Banking to support business strategy development and credit product analytics utilizing SAS / SQL / Excel. Notable Contribution:
• Employed multiple governance initiatives, including Business Resiliency, Risk Committee, data governance, BCBS (automation), RCSA Process Mapping, and Document Retention for seamless execution and adherence to standards. • Created automated holistic credit risk life-of-loan report recognized as best in class and relied upon by finance and all functional areas across the firm saving an estimated 20+ hours a month in siloed research. • Developed best practice intranet / employee communications / Sharepoint site as a central repository for the risk organization saving an aggregate estimated 15+ hours a month in individual siloed research.
JPMorganChaseManager Financial Analysis
Dec. 2009 - Sep. 2013Garden City, New York, United StatesBlending financial acumen with strategic foresight, I designed, maintained, and updated key financial reporting / financial modeling / financial system / schedules, including variance analysis, forecasting pro-forma pricing P&Ls by Line of Business and ROA/ROE calculators utilizing SQL & Excel. I developed proforma expense and income drivers, directly influencing the firm’s pricing strategy to optimize profitability. Acted as primary contact for all retail LOBs and delivered expert guidance on pricing, profitability, and origination data governance to support business decisions. Collaborating with MIS, product management, and senior leadership, I played a crucial role in formulating and implementing product and pricing strategies aligned with organizational objectives. Additional Experience
Senior Financial Analyst | Computer Associates, Islandia, NY
Financial Analyst II | New York University, New York, NY
Financial Analyst | J.P. Morgan Chase & Co., Auto Finance, Garden City, NY
Budget Analyst | Young Adult Institute (YAI), New York, NY
Agency Owner | Allstate Insurance Company, P&C, L&H, Series 6 & 63, Melville, NY
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