Andrew M. Peters

headline: Building and leading teams supporting high-performance firms in providing client service excellence.

about:
Professional services organizations are among the most exciting businesses around. I’ve been very fortunate in more than twenty years in the industry to work with talented, energetic and insightful accountants, consultants, engineers, and the shared services that support them, to help these dynamic and complex organizations achieve financial and operational excellence.

The only way for these firms to reach their full potential is to establish trust between client-facing experts and the shared services experts who help realize their vision. Through honest conversations about the opportunities before the business and the challenges it faces, I have always aspired to build and maintain that trust, and to effect the changes necessary to move the business forward to reach its goals. From $15M enterprises in the early stages of their journey to established national and global enterprises of over $2B, this approach to collaborative strategy setting and execution sits at the heart of my approach to the management and leadership of professional services organizations.

position: Managing Director, Financial Planning and Analysis

position: Executive Director

company: Museii

position: Chief Operating Officer

company: -30- Forensic Engineering

position: Vice President of Finance and Operations

position: Finance Director, Financial Advisory

company: Deloitte

position: Senior Manager

company: PricewaterhouseCoopers

content:
A candid and compelling interview with our Global Chairman Mohamed Kande. I was struck, particularly, by his reflections on decision making. The making of the decision isn’t the hard (or, let’s say, the hardest) part - the success comes through keeping its purpose alive in “the execution of the decision every single day.”

Really worth a watch!

#pwcproud PwC PwC Canada #BigFour #consulting  #ass

content:
Remember the story about Joe Kennedy’s shoeshine boy giving him stock tips as the moment he realized the market was in a state of unsustainable euphoria, just before The Crash?

Wonder if shoe companies being re-engineered into AI is a signal we should be listening to too…

content: Some very fine (and refined) thoughts on the power of reflection, of calm and of humility on leadership from my colleague Heather Neskas, CHRL. Sounds like the mountain top might be your river 😉!!

content:
I’ll be there!

Take a look at that sign behind Ahmed, our Executive Director. That’s just a glimpse of the services TNO - The Neighbourhood Organization provides to nurture and strengthen some of Canada’s most diverse and vibrant neighbourhoods. It’s a true Toronto treasure.

I joined the Board almost three years ago, after attending a couple of AGMs - come check it out and, who knows? You may fi

content:
Hello, everyone! TNO - The Neighbourhood Organization is looking for a thoughtful, dynamic legal mind for its Board of Directors.

I’ve had the privilege of serving on TNO’s Board for almost three years now, and it’s an amazing organization. Management, staff and the Board are deeply involved in helping the communities TNO serves to thrive. It’s a remarkable group of caring, dedicated people!

Ple

disposition: STRONG

evidence_experience: "Managing Director and Chief of Staff, Internal Firm Services @ PwC" combined with current "Delivery Model and AI Leader, Business Enablement" - both are internal-facing leadership roles over PwC's own internal operating model and AI adoption, not client delivery. About section emphasizes building trust between "client-facing experts and the shared services experts" and leading "management and leadership of professional services organizations" internally.


Vudaya Bhaskar D

publicIdentifier: vudayabhaskar

sourced_title: Practice Lead - Manufacturing & Ops Transformation, Accenture Supply chain & Engineering

headline: Curator I Building businesses from being Good to being Great I Mentor - Social startup’s & Initiatives (views are personal)

about:
A global strategy consulting leader, coach, let us make a difference team player with expertise in consumer products industry on defining and delivering growth strategy , innovation, sustainability, and organizational agility grounded in operational excellence and accelerated by digital and agentic AI. Diverse transformation programs experience including some of the industry first across world’s leading and emerging market firms covering business operations of supply chain, manufacturing, R&D, and market functions.

He is passionate @ driving innovation across people, process, digital tech and data supply chain to enhance customer experience, coach and facilitate transformative initiatives, build leaders, new ventures. As a innovator , he has a patent on a AI machine.

In his personal time, as an accomplished barefoot runner and PADI certified diver, fitness-dance-travel-growing up with his kids keeps him energized along with volunteering work; happy to get in touch if you would like to discuss or walk in similar interests.

position: Managing Director & Reinvention Partner for Modern Supply Chain &Engineering | Netherlands x Nordics

company: Accenture

end: Present

description:
Vudaya Bhaskar advises and serves as subject matter expert for executive leaders on

• Growth strategy and operating model
• Scaling Software defined Supply chain and Manufacturing operations
• Winning team operating model, talent interventions and adaptable supply chain network design
• R&D Innovation programs for cycle time reduction and high impact product launch
• Practice leadership and Nurturing Talent for building a better world

position: Passenger Vehicles

company: Tata Motors

description:
• Shaping Strategy and execution of world’s first $2500 car, covering sales acceleration, profitability programs, supply chain and mfg excellence  with clean technology interventions. As a capex function head, handled multi million projects & services, delivered 20% reduction in project timelines and enhanced ROI.
• Clean Technology: Built and executed 10year carbon reduction strategy for car business, delivered 20,000 tCO2e reductions.
• Technical advisor for CSR programs – waste to heat, water

content:
Some work you’re proud of. Some work you’ll remember. Every so often, it’s the same work. This is one of those special ones.

Unilever and Accenture are scaling AI-enabled digital twins across Unilever’s global manufacturing network, building on results already proven and creating a blueprint of next best practices everywhere.

What makes this special is working with brands that have shaped everyd

content:
A very insightful read for anyone thinking about AI, commerce, customer experience, digital ecosystems, and the next evolution of business.

In this next era, TRUST will be a cornerstone.

Success will not just be defined by the best product, brand, or interface — but by the ability to build trusted, intelligent, and connected ecosystems that deliver real value.

#insight #futureofenterprise

content:
We will be the last generation of leaders to only manage humans - Rob Knigge

Very profound and true reflection of modern times from being good to being great!!

#leadership

content:
The Great Value Migration is transforming the corporate landscape, resulting in the rise of new Value Leaders. Remarkably, 20% of the world's largest companies by revenue were not on this list just a decade ago.

Who are these Value Leaders, and what sets them apart? Is market leadership a result of inherent innovation, or can companies (re)establish themselves at the top? Does leadership stem fro

disposition: DISQUALIFIED

internal_vs_external: external

role_nature: other

band: clear

band_reasons: disqualified

evidence_experience: "Vudaya Bhaskar advises and serves as subject matter expert for executive leaders on Growth strategy and operating model, Scaling Software defined Supply chain and Manufacturing operations..."

resolved_account_name: umlaut company

in_612: yes

in_575: no

suppressed: yes


Connie Le Brocq

sourced_title: Experience Transformation Manager

headline: Strategic Design Leader | CX Transformation | AI Delivery

about:
As a Senior Manager and human-centred design leader, I help organisations reimagine customer and colleague experiences by combining deep customer insight, strategic thinking, emerging technologies, and design excellence.

My experience spans multiple industries including retail, travel, wealth management, insurance, banking, and government, giving me a broad perspective on complex customer challenges and the ability to apply best practices across sectors. I specialise in leading multidisciplinary teams to deliver seamless, impactful experiences that create value for both customers and businesses.

I am passionate about harnessing the potential of AI and agentic AI to transform how organisations understand, serve, and engage their customers. By combining human-centred design principles with intelligent automation and AI-powered experiences, I help organisations create more personalised, efficient, and future-ready customer journeys.

As a senior leader, I focus on building high-performing teams, developing talent, influencing stakeholders at all levels, and driving organisational change. My approach is grounded in empathy, collaboration, and a strong belief that the best outcomes come from understanding people's needs while aligning to strategic business objectives.

Known for my energy, curiosity, and ability to build trusted relationships, I am committed to creating environments where teams thrive, innovation flourishes, and exceptional experiences are delivered at scale.

position: Experience Transformation Manager

description: During this period I worked as a Experience Strategy Senior Lead for a Retail Bank; Customer Design Lead for a Retail Bank; Functional Product & Design Lead in Retail; Digital Product Owner in wealth advice; CX manager for a Package Holiday company; and CX strategy manager for an Irish Bank; Delivery Lead for Global Bank

position: Technology Consultant

description: During this period I worked in retail banking, wealth advice and government in the following roles: Lead BA/Product Owner, Scope Lead, Digital Product Owner

position: Consulting Analyst

description: During this period I worked in retail banking and insurance in the following roles: Business Analyst, Design BA, Process Designer

position: Business Analyst

position: Real Estate Administrator

company: SANNE

description: Worked within the Real Estate team providing fund administration over a 23 week period.

content:
🎉 Proud to share that I’ve been promoted to Senior Manager, continuing to shape and deliver reimagined customer experiences that make a real difference for customers and the business.

I’m excited for this next chapter and to keep leading teams where people can thrive, grow, and do their best work.

evidence_experience: "During this period I worked as a Experience Strategy Senior Lead for a Retail Bank; Customer Design Lead for a Retail Bank... CX strategy manager for an Irish Bank; Delivery Lead for Global Bank" - all named-client delivery roles, no internal ownership.


Wenhao Luebs

sourced_title: UX Research Manager

headline: UX Research & Strategy | Employee Service Design & AI Enablement | Accessibility Advocate

about:
I solve business problems by connecting the dots between an organization's goals and users' technological needs. Through user research, evidence-based design, and a curious mind, I help businesses gain a deeper understanding of their customers and turn research data into meaningful and engaging product experience.

I strive to narrow the gap between people and technology with designs that are usable, useful, and enjoyable. I have been developing my skills in UX research and design through various design projects, research assistantship, and volunteer work. My previous work experience also helped me better manage UX projects and communicate with diverse teams and stakeholders.

I changed my career direction to UX from higher education administration, where I organized programs and events to support student success. I decided to make the transition as I noticed my increasing empathy with people who struggle with less than satisfactory technology designs.  As Gandhi said: "Be the change you wish to see in the world", I followed my passion for advocating for what people need and why.

 If you would like to know more about my work, please visit wyluebs.com.

position: UX Research Manager

company: West Monroe

position: Senior User Experience Researcher

description: I've guided cross-functional teams in AI and automation ideation and prioritization, led Learning Management System evaluations, improved internal data platforms, and optimized apps for better user experiences and fostered organizational cohesion.

position: User Experience Researcher

description: I've conducted 5+ agile user research projects, moderated 100+ evaluative and generative sessions, streamlined research operations, and reduced meeting time by 50%, driving user-centric strategies and enhancing software usability.

position: Research Assistant

company: Rochester Institute of Technology - Center for Accessibility and Inclusion Research (CAIR)

description: I led research to enhance the accessibility of technology design activities for visually impaired individuals. I managed recruitment, conducted extensive interviews, and evaluated design techniques and tools to drive accessibility improvements, paving the way for inclusive design practices.

position: Graphic Designer

company: Freelance

description: I designed compelling illustrations and infographics for medical research papers using Adobe Illustrator.

position: Senior Academic Coordinator of Dietrich College Academic Advisory Center

company: Carnegie Mellon University

position: Administrative Coordinator of Dietrich College Academic Advisory Center

position: Assistant to the Executive Director

company: Rochester Global Connections, Inc. (Formerly Rochester International Council)

content:
Last week, I attended an 𝐀𝐈 𝐟𝐨𝐫 𝐀𝐬𝐩𝐢𝐫𝐢𝐧𝐠 𝐁𝐮𝐢𝐥𝐝𝐞𝐫𝐬 𝐋𝐞𝐚𝐫𝐧𝐢𝐧𝐠 𝐋𝐚𝐛 at work focused on building with AI in a practical, work-focused way.

My biggest takeaway was that building with AI starts with understanding the work, not the tool.

It is easy to jump straight to a prompt, agent, or prototype. But the quality of the outcome depends on how clearly the problem is framed first.

‣ What am I responsible

content:
I talk a lot about my kid at work, but I rarely talk about the lessons I’ve learned from being a parent that shape how I show up at work.

🌱 Parenting has made me more aware that energy and attention are limited, so I’ve become more intentional about what actually matters.
🌱 With a growing child, things change constantly. That has helped me get more comfortable adapting instead of waiting for the

content:
I got an email from Google saying one of my accounts would be deleted due to inactivity. It was tied to an old @msn.com address I haven’t used in years.

When I tried to log in, I got stuck in a loop: reset password → check email → can’t access that email 🙄

At first, I thought I had a password problem. But then I realized I didn’t know how my accounts were connected. I forgot how the Google accou

content:
I recently completed The Science of User Interviews workshop by User Interviews and Eniola Abioye, CEO at UX Outloud.

📝 A few things I’m taking with me:
• Interviews are both exploratory and a way to reduce risk in product decisions
• Bias is inevitable in research done on humans by humans, so the focus is on recognizing and managing it
• AI can support user interviews, but it doesn’t replace jud

content:
This year I’ve been reflecting on topics like AI fatigue, detox, and using AI beyond productivity. I’ve also started paying more attention to the moments when I choose not to use AI.

𝐍𝐨𝐭 𝐞𝐯𝐞𝐫𝐲𝐭𝐡𝐢𝐧𝐠 𝐧𝐞𝐞𝐝𝐬 𝐭𝐨 𝐛𝐞 𝐟𝐚𝐬𝐭𝐞𝐫, 𝐚𝐧𝐝 𝐧𝐨𝐭 𝐚𝐥𝐥 𝐭𝐡𝐢𝐧𝐤𝐢𝐧𝐠 𝐧𝐞𝐞𝐝𝐬 𝐀𝐈.

Some moments where I prefer to:
᭼ brainstorm different possibilities on my own before looking for an answer
᭼ sit with uncertainty a bit longer
᭼ pro

internal_vs_external: unclear

band: review

band_reasons: disqualified; ie_unclear; builder

evidence_experience: "I've guided cross-functional teams in AI and automation ideation and prioritization, led Learning Management System evaluations, improved internal data platforms, and optimized apps for better user experiences" - this describes UX/product-improvement work, including some internal-tool involvement, but no ownership of a firm-wide knowledge/IP-reuse/AI-governance function. "I've conducted 5+ agile user research projects, moderated 100+ evaluative and generative sessions" - core work is UX research methodology, not internal knowledge management.

resolved_account_name: West Monroe

in_575: yes

suppressed: no


Donald Morris, CPA

sourced_title: Senior Manager, Digital Innovation

headline: Senior Manager of Digital Innovation at KPMG

about: Donald is a committed Auditor and Innovator, working at a large Big 4 Public Accounting Firm as a Senior Manager. He is a licensed Certified Public Accountant (CPA) in Pennsylvania and maintains licensure in due fashion. Donald has worked as an Auditor at KPMG since his internship, participating in several various business resource groups and other affinity networks within the Firm. Donald is affluent in a variety of different systems applications and dedicated to each task at hand in all the different positions that he has held, most notably developing Data and Analytics routines in Alteryx and Microsoft Power BI and being proficient in the Microsoft Suite. Proficient in driving daily productivity through Artificial Intelligence adoption, with practical experience using and building basic agents across platforms like Gemini, Copilot, ChatGPT, and KPMG proprietary AI.

position: Senior Manager, Digital Innovation

company: KPMG

position: Audit Manager

position: Audit Senior Associate

position: Audit Associate

position: KPMG Campus Ambassador

position: Audit Intern

position: Resident Assistant

company: Saint Joseph's University

position: Sales Associate

company: Reebok

content:
I’m excited to share two big professional milestones! Alongside my recent promotion to Senior Manager, I am taking on a new role within KPMG's Digital Innovation and Operations group. In this position, I’ll be focusing on delivering actionable insights to our clients, helping them collaborate with KPMG to transform their digital landscapes, and achieve their operational goals.

I am incredibly gra

evidence_experience: "I’ll be focusing on delivering actionable insights to our clients, helping them collaborate with KPMG to transform their digital landscapes, and achieve their operational goals." - confirms external, client-facing remit rather than internal ownership.

resolved_account_name: Global Strategy Group, by KPMG


Emmanuelle Chemtob

headline: Senior Manager, Research & Data Services at Bain & Co

company: Bain & Company

position: Manager, Research & Data Services

position: Market Intelligence Specialist

company: BNP Paribas

position: Information Researcher - Global Information Services

company: Lazard

description:
• Carry out research activities for all Europe-based Lazard offices using the following databases: Factset, Thomson Reuters, Capital IQ, Factiva, Diane/Amadeus, DataStream, Bloomberg, MergerMarket, Dealogic, Datamonitor, Gartner, IDC, Xerfi, S&P, Moodys, LoanConnector, Debtwire,SMI.
• Research information in sectors ranging from finance, the stock market, macroeconomics, and law.
• Work for Global Information Services : support bankers and analysts in Lazard offices located all over the world.

position: Business Intelligence Manager

company: Groupe BPI Leroy Consultants

description:
• Created and launched a business intelligence tool via KB Krawl and RSS feeds which helped high executives to customize their job search.
• Published a weekly newsletter and reports on the benefits and use of Information Technologies in the job search.
• Helped organize events (200 attendees) dedicated to new business intelligence.

position: Information Researcher

company: BRED Banque Populaire

description:
• Published and distributed financial research findings to key stakeholders within BRED’s Paris Research division.
• Published a daily press review by compiling news items collected from newspapers and magazines.

disposition: QUALIFIED

primary_strip: C

internal_vs_external: internal

evidence_experience: Career-long pattern of internal information/research services work: "Work for Global Information Services: support bankers and analysts in Lazard offices located all over the world" and current role managing Research & Data Services internally for Bain staff, not client-facing delivery.

resolved_account_name: Bain & Company Inc.


Bryan Doscher

sourced_title: Senior Principal, Commercial Strategy & Enablement

headline: Senior Principal at Mercer | Growth | Commercial & GTM Strategy | Alliances & Partnerships

company: Mercer

description: Leading commercial strategy, enablement, and execution across industry and solution segments throughout the US & Canada.

position: Principal, Commercial Strategy

description: Commercial Strategy leader driving the success & growth of priority solutions across channels for Mercer’s Product business in US & C.

position: Principal, Business Development, Alliances & Partnerships

description: Responsible for business development strategy, initiatives, and operations across a range of products and services, partner acquisition and management, strategic advisory for key opportunities, and sales enablement and operations.

position: Manager, Client Partnership (Sirota)

description: Manage practices, staff, resources, and project work to ensure efficient and effective operation of Business Development activities internationally. Track and report progress towards group objectives, including communicating progress to internal stakeholders and senior management. Provide ongoing feedback and insight to leadership from internal processes and external interactions to support strategic planning. Responsible for all competitive sales and proposal processes.

position: Sales Practices & Enablement Manager (Sirota)

description: Built standards and best practices for the Business Development group. Expanded the scope Business Development support and extended reach to international offices. Managed relationships with select current and prospective clients throughout sales processes, and evaluated business opportunities to inform appropriate action.

position: Bid Manager (Sirota)

description: Hired as the first member of the Business Development group, tasked with centralizing proposal response practices company-wide, building a proposal response process, producing content (communicating company offerings, solutions, operations, value proposition, and background), and coordinating the development of proposals with subject matter experts, senior management, functional resource, and stakeholders company wide.

position: Research & Marketing Coordinator

company: Flynn Financial Partners

description: Supported senior partners in the formulation and execution of short/long term marketing plan, developed proposal and presentation materials for potential clients in accordance with company standards as well as strict industry compliance regulations, and research prospective cases from different industries and backgrounds, as well as various corporate positions.

evidence_experience: "Leading commercial strategy, enablement, and execution across industry and solution segments throughout the US & Canada" and "Responsible for business development strategy, initiatives, and operations... partner acquisition and management... sales enablement and operations"

resolved_account_name: Mercer Pacific


Lizanne Takke

sourced_title: Manager Digital Transformation

headline: RO | Manager Digital Transformation PwC | MSc Strategic Management

about: I am passionate about driving digital transformation and helping organizations navigate complex change. With experience in strategy, business transformation, and IT implementations, I bridge the gap between business objectives, technology, and governance. I bring an energetic and pragmatic approach to delivering sustainable results, while maintaining a strong focus on risk management, internal controls, and stakeholder alignment.

position: Manager Digital Transformation

company: PwC Nederland

position: Senior Consultant Digital Transformation

position: Consultant IT Risk & Advisory

position: Graduate Intern

description: IT Audit || Thesis: The changing role of a CIO in a Digital Transformation

position: Vice Praeses

company: Studentenvereniging UMTC

position: Nationaal Jeugddijkgraaf

company: Unie van Waterschappen (Dutch Water Authorities)

description: Chairman of the Youth Water Authority with the aim of involving young people in the work of the water authorities, providing solicited and unsolicited advice and representing all water authorities and the Youth Water Authority at meetings, opening ceremonies, conferences.

position: Jeugdbestuurder

company: Waterschap Rijn en IJssel

evidence_experience: "I bridge the gap between business objectives, technology, and governance" and "helping organizations navigate complex change" - describes services delivered to client organizations, not PwC's own internal function.

resolved_account_name: PwC Nederland


Artur Fabri ChMC

publicIdentifier: arturfabri

sourced_title: Generative AI & WAM Transformation Leader, EY

headline: AI Transformation Leader | Generative AI · Agentic AI · Responsible AI | Wealth & Asset Management | EY

about:
I lead AI transformation in Wealth & Asset Management, helping firms move from AI experimentation to operational deployment, at scale.
At EY, I advise C-suite leaders (CIOs, CDOs, and COOs) on Generative AI strategy, Agentic AI programme design, and the data and governance foundations that make enterprise AI actually work. My focus is on turning AI capability into measurable business outcomes: smarter advisor workflows, AI-powered client experiences, and operating models built for the intelligence era.
My work spans the full transformation lifecycle, from capability assessment and AI strategy through to execution and change. I bring deep fluency in the WAM platform ecosystem (Avaloq, Aladdin, FNZ), regulatory context (FCA, Consumer Duty, EU AI Act, DORA), and the specific constraints and opportunities that define AI adoption in financial services.
Recent recognition: EY awarded for Innovative Use of AI in Wealth Management Technology at the WealthBriefing Awards 2026.
Areas of focus:
· Generative AI & LLM strategy for financial services
· Agentic AI design and delivery
· Responsible AI & AI Governance frameworks
· Data readiness and AI-ready operating models
· WAM digital transformation: platforms, people, process
If you're navigating the shift from AI pilots to AI-at-scale in wealth or asset management, let's connect.

company: EY

description:
Leading EY's AI transformation agenda within Wealth & Asset Management, helping global clients move from AI pilots to enterprise-wide deployment across advisory workflows, operations, and client experience.
Key impact:
- Designed and delivered Generative AI and Agentic AI transformation programmes for top-tier WAM clients, spanning strategy, data architecture, and full-cycle execution
- Advised CIOs, CDOs, and COOs on AI Governance and Responsible AI frameworks, embedding regulatory compliance i

position: Managing Principal, Private Bank and Wealth & Asset Management Managing Principal

company: Capita

description:
Led Capita Consulting's digital transformation practice across Capital Markets and Wealth & Asset Management, owning both commercial growth and programme delivery for tier-one financial services clients in the UK and Europe.
Key contributions:
- Built and led go-to-market strategy for WAM digital transformation services, opening new client relationships and expanding existing accounts
- Delivered multiple concurrent transformation programmes covering platform modernisation, operating model redes

position: Financial Services Principal Consultant

company: Capco

description:
Delivered complex digital transformation programmes for Private Banking and Wealth & Asset Management clients across the UK, Europe, and Asia, including a global digital experience platform serving bank customers and advisors across multiple markets.
Key contributions:
- Led end-to-end programme delivery from ideation and architecture through to deployment, working across technology, design, compliance, and business teams
- Built hands-on expertise in WAM client journeys, advisor workflows, and

position: Transformation and Programme Management Senior Manager

description:
Spearheaded people and learning initiatives across the South America Region (SAR), representing the region on key committees such as the People Advisory Committee (PAC), Experience Manager Council, and Development Council.

Expertise in providing finance transformation and consulting services to optimise financial performance across standard business processes including Record to Report (R2R), Order to Cash (O2C), Procure to Pay (P2P), Inventory (INV), HR and Payroll, Fixed Assets (FA), Treasury

position: IT Coordinator

company: Hospital A C Camargo

description: IT Coordinator on a Medical System Research Laboratory and responsible for a team of five. In charge of developing applications for bioinformatics research and stock controls of samples stored by the Hospital, using tools like barcodes and RFID. Several hospital areas like RNA extraction, DNA extractions, Paraffin Blocks and other storage procedures were dependent on these applications. In charge of initiatives to computerize the medical handbook, medical attendance and other areas of the hospi

position: Bioinformatics Developer for Human Genome project

company: Ludwig Institute for Cancer Research

description: Development of applications and information databases for cancer research in Bioinformatics, having articles published on the subject in specialized magazines. Responsible for Logistic, Organization, Reception and every other area of the International Conference of Bioinformatics and Computational Biology – ICOBICOBI.

position: Developer

company: Orbital (Credicard S.A.)

description: Web Application using Java for credit card web operations. Joined the team responsible for trials related to first prepaid credit card operations.

position: Telco Billing Developer

company: Amdocs

description:
Developer responsible for creating a web interface and APIs for the core billing system provided as part of the Amdocs solution. Java, Java Servlets and EJB communicating with Oracle database through Corba, Jolt and Java RMI protocols were the technology (coding) applied to this solution.
Telecom Companies like BCPSP, ATLRJ, TELETRS, Telecom Argentina, Telecom Guatemala, and many others were amongst the clients for the Amdocs solution with the web applications for billing.
Acquired critical

content:
This morning I chaired a roundtable at WealthTech Matters on one of the most underexamined risks in wealth management: winning tomorrow's clients without losing today's.

The room included COOs, heads of product, digital platform leads and boutique practitioners from firms across the UK wealth landscape. The conversation was candid, and a few things stood out.

The firms most exposed to wealth tra

content:
The wealth management industry spent the last decade going digital.
That was the right move. But it won't be enough for what's coming.

Three forces are converging and together, they represent a structural shift unlike anything the industry has navigated before.

𝗔𝗻 𝗮𝗰𝗰𝗲𝗹𝗲𝗿𝗮𝘁𝗶𝗻𝗴 𝘄𝗮𝘃𝗲 𝗼𝗳 𝗮𝗱𝘃𝗶𝘀𝗼𝗿 𝗿𝗲𝘁𝗶𝗿𝗲𝗺𝗲𝗻𝘁𝘀.
The next decade will see significant numbers of the industry's most experienced professiona

content:
Looking forward to tomorrow at WealthTech Matters, working alongside Sharmil Patwa on our roundtable: Winning Tomorrow's Clients Without Losing Today's.

I'll be sharing a short framing on why wealth transfer is a family-system challenge, not a generational one, and why the relationship gap opens decades before the transfer event, not at it.

Grateful to Owen James for putting together such a stro

content:
Most firms calling themselves "AI-driven" are actually just digitised. There's a meaningful difference. And it changes everything about how you compete.

Most financial institutions have spent the last decade transforming digitally.

They digitised processes. Introduced automation. Improved client interfaces.

They became digital-first.

Something different is now emerging and it's easy to miss if

content:
Semana que vem tenho a honra de estar com a ISACA São Paulo para falar sobre um tema que me ocupa todos os dias: quem responde quando a IA erra.

A adoção já aconteceu. O que ainda não acompanhou o ritmo foi a nossa capacidade de governar, auditar e responsabilizar, especialmente agora que saímos da IA que responde para a IA que age.

Vou trazer uma visão prática, de quem constrói e governa esses

evidence_experience: "Leading EY's AI transformation agenda within Wealth & Asset Management, helping global clients move from AI pilots to enterprise-wide deployment across advisory workflows, operations, and client experience." / "Advised CIOs, CDOs, and COOs on AI Governance and Responsible AI frameworks, embedding regulatory compliance into AI adoption strategies" - all client-facing advisory work, not internal EY function ownership.

resolved_account_name: EY ifb


John O'Donovan, CDMP

publicIdentifier: johnpodonovan

sourced_title: Information Governance, Information Security Manager - Cyber Security

headline: Data Management Technology Leader | Data Strategy & Management | MDM & Data Governance | Enterprise Data & Analytics Solutions | Technology Strategist | Data Architecture | CDMP

about:
Data Management technology executive with a passion for driving data management and end-to-end solution deployment initiatives at scale. See my experience profile at https://odonovan5.com.

Deep background across various industries includes leading data architecture and data engineering teams, enterprise level strategic planning, leading complex consulting engagements and in-house programs involving cross-functional teams, executing technology evaluations, vendor management, and providing architectural advisory direction. First-hand experience in data quality solution implementations for operational and analytics data management, data architecture definition, data blueprints, technology implementation roadmaps, architecture review board management / facilitation, customer centric solutions, and business intelligence solutions.

Areas of expertise in Data Management and Technology Strategy:
• Work with key sponsors and business leaders to map complex concepts into executable strategies
• Identify, develop high-caliber teams, creating high-morale, performance-focused global environments
• Lead multi-million dollar cross-functional initiatives and projects
• Select and implement flexible, scalable state-of-the-art architectures leveraging various technology platforms and tools for global use

Skills: Team Leadership | Technology Strategy | Data Strategy | Cross-Functional Collaboration | Big Data | MDM | Reference Data Management | Data Architecture | Modernization | Business Information Modeling | Data Visualization | Agile | Cloud | Data Governance | Data Quality and Compliance | Workshop Facilitation | Global

I am actively seeking an opportunity where I can contribute my leadership, collaboration and consultative talents to help companies organize and fulfill data-driv

company: PwC

position: Data Management Certification Facilitator | Data Strategy Career Coach

company: Data Strategy Professionals

description:
Data Strategy Professionals offers personalized guidance and support to data professionals preparing for data management certifications and advancing in their data-related professional career.

Having gone through the DAMA recognized Data Management exam for the CDMP credential, I help other data professionals to prepare for their CDMP credential exam by leading our chapter based DMBOK Discussion Groups and facilitating CDMP focused Boot Camps.

Join our upcoming DMBOK Discussion Groups and CDM

position: Vice President | Principal Consultant

company: Simply Support Unlimited

description: Providing advisory leadership in delivering global data management strategies and global delivery program management.   Engagements include deliverable expertise in cross-functional team management, portfolio modeling of customer information dimensions, data management and integration strategies, big data technology, modernizing enterprise data architectures, MDM and Reference Data management technology, Data Governance principles and implementation, data visualization techniques and tools, mark

position: Client Services Partner

company: AHEAD

description:
As Client Services Partner, provided targeted strategic account leadership for all Professional Services opportunities and oversaw all delivery work efforts at the specified strategic or focus account.
- Orchestrated multiple cross-practice, cross-functional Advisory assessment and strategy engagements.
- Scoped and closed engagements cross-practice for Data Strategy, Data Center Migration, and Organizational Change Management engagements.

position: Principal Consultant, Advisory

description: As Principal, led Advisory engagements in delivering across various categories, from Data Strategy, Data Center Assessments and Strategy to delivery of projects for Modernizing Data Architecture Frameworks, M&A Strategy and Organizational Change Management guidelines.

position: Professional Services Director, Sales & Program Management

company: Stibo Systems

description: Leading Program Directors and PS Partner Delivery in orchestrating value added Stibo provided Professional Services across various MDM and RDM solution engagements.  Expertise leveraged in  coordinating with Sales in qualifying and scoping MDM engagement opportunities, mapping customer defined complex concepts into executable strategies and extending optimized services and resources into value added solutions for the customer.  This also included cross-functional data strategies, data platform r

position: Vice President, Enterprise Engagement Lead

company: Epsilon

description: Orchestrated marketing technology service delivery and engagement operations across complex and diverse organization teams, policy, and process, both internal and external.  Provided leadership within the Financial Services Industry vertical, with a direct team of ~35 professionals, generating ~$12M annual revenue, leveraging key competencies of managing complexity, regulatory compliance, organizational savvy, building effective teams, strategic and engagement planning and alignment, accountabil

position: Senior Business Consulting Partner

company: Teradata

description: Provided thought leadership and industry expertise primarily focused in Customer Journey and Marketing Effectiveness analytic solutions to a global client community. This included: use case development, illustration through story-telling and collaborative demonstration, organizational delivery. Delivered C-level messaging on solution possibilities, solution value and future blueprint towards analytic intelligence enrichment.

band_reasons: disqualified; ie_unclear

evidence_experience: "Providing advisory leadership in delivering global data management strategies and global delivery program management" and repeated client-engagement descriptions (AHEAD, Teradata, Epsilon) show a career built on selling/delivering data services to external clients, not owning an internal knowledge/AI function.

resolved_account_name: PwC Experience Center


Lilly Lee

publicIdentifier: lilly-a-lee

sourced_title: Digital Strategy and Experience Principal Consultant

headline: Principal Consultant specialising in Digital Strategy, Service Design & User Research | Driving human-centred transformation

about:
I’m a Digital Strategy and Service Design consultant specialising in human-centred transformation across complex private and public sector environments.

With experience spanning service design, user research and product management, I help organisations design services, products and operating models grounded in real user needs and measurable business outcomes within agile delivery programmes.

My work includes:
• Leading large-scale service design and user research programmes
• Establishing design and research operations, frameworks and governance
• Facilitating strategic discovery initiatives and co-design workshops
• Translating user insight into digital strategy and service transformation
• Aligning cross-functional teams across design, product, delivery and business leadership

I’ve worked across sectors including financial services, healthcare, defence, telecommunications and consumer products, with clients including the NHS, Philips Healthcare, Nestlé, Ministry of Defence and Virgin Money.

company: PA Consulting

description:
Leading strategic service transformation programmes across healthcare and public sector organisations, driving organisational change through human-centred design and cross-functional leadership.

Key achievements

• Leading the service design workstream for the Health Research Authority’s transformation programme to replace IRAS, the UK’s national research approvals system supporting 6,000+ new studies and 16,000+ amendments annually
 • Driving the design of future-state services aimed at reduci

position: Senior Digital Strategy and Experience Consultant

description:
Led user research and service design activities across large-scale public sector transformation programmes within agile delivery environments.

Key achievements

• Head of user research for the Royal Air Force’s new HR transformation programme serving approximately 33,000 users
• Facilitated 150+ user research sessions including interviews, usability testing, workshops and discovery activities at multiple RAF bases
• Led the user research team through GDS service assessments from discovery thr

description:
Delivered service design and user research activities across healthcare and defence programmes within agile multidisciplinary teams.

Key achievements

• Led service design initiatives for Philips Healthcare’s “DreamMaker”, a digital sleep coaching application with over 2 million registered users, focused on improving patient experiences for sleep apnoea
• Led the user research for a DevSecOps service, Defence Developer Services (D2S) for the Ministry of Defence used today across 9 defence teams

position: Experience Design Lead

company: BT

description:
Led design thinking activities across BT Global’s transformation programme, delivering customer-centred insights to shape digital services and product strategy. Worked closely with multidisciplinary agile teams to conduct research, facilitate workshops, and develop service design artefacts including personas, journey maps, and blueprints.

Key achievements

• Launched BT Global’s first User Research Insight Library, Persona Library, and Design Thinking Methodology playbook
• Led customer researc

position: Customer Experience and Engagement Product Manager

description:
Contributed to delivering customer engagement and co-creation initiatives across BT Global transformation programmes, helping integrate customer insight into product discovery, development, and launch activities. Worked closely with senior stakeholders and customers to improve collaboration and customer-centred decision making.

Key achievements

• Launched BT Global’s first co-creation programme, partnering with BT Global’s top 20 enterprise customers across banking, consumer, and healthcare se

position: Proposition Design Consultant

company: Market Gravity

description:
Supported digital proposition and service design activities for a banking sector client, applying user-centred design methodologies to research, ideation, and prototype development.

Key achievements

• Conducted user research, affinity mapping, journey mapping, and persona development to support the launch of the ‘B’, the digital banking platform created by Virgin Money and Clydesdale & Yorkshire Bank (CYBG), designed to serve millions of UK retail banking customers
• Learnt how to facilitate i

position: TV Production Assistant at Wimbledon Tennis Championships

company: BBC

description:
Supported live television broadcast operations for "Today at Wimbledon" in a high-pressure, fast-paced environment. Collaborated with directing, graphics, and technical production crews to coordinate live match schedules and player interviews.

Key achievements

• Coordinated press releases and orders of play for presenters and production teams
• Supported live broadcasts, player interviews, and studio operations for “Today at Wimbledon”
• Shadowed BBC TV Directors across directing, graphics, au

position: Bank Admin Assistant

company: NHS

description:
Provided administrative support within the Medical Records Department. Managed patient records for clinicians and handled sensitive, confidential health data in a fast-paced environment. Gained early, foundational insights into the realities of healthcare administration and clinician workflows, knowledge that continues to inform my current work in healthcare service design.

Key achievements

• Managed and prepared patient medical notes for 6 clinicians, ensuring records and documentation were o

content: I’m happy to share that I’ve been promoted to Principal Consultant at PA Consulting!

evidence_experience: "Leading strategic service transformation programmes across healthcare and public sector organisations" and "Leading the service design workstream for the Health Research Authority's transformation programme" - all client delivery work, not internal firm knowledge ownership.

resolved_account_name: PA Consulting


Wesley Lum

publicIdentifier: wesleylum

sourced_title: Senior Manager, Finance Digital Transformation

headline: Strategic Pricing | ex-McKinsey

about: Outcomes-driven Certified Pricing Professional (CPP) passionate about commercial strategy, operations & innovation.

position: Senior Manager, Strategic Pricing

company: Wilson Sonsini Goodrich & Rosati

company: McKinsey & Company

description: Lead global capability building and change management for the Finance Transformation Office (Finance Rewiring), driving adoption of digital finance, pricing, and AI-enabled capabilities across the firm

position: Senior Manager, Commercial Strategy & Operations

description: Led global pricing innovation, developing client investment frameworks and scaling performance-based arrangements (PBAs); built playbooks to manage risk and drive portfolio performance

position: Manager, Pricing & Commercial Strategy

company: KPMG US

description: Led the Price Strategy & Research group within the Pricing & Commercial Enablement organization

position: Manager, Pricing Strategy & Innovation

description: Led development of strategic pricing analytics and insights at PwC US. I empowered the organization with migrating to a value-based pricing model by leveraging technology and data

position: Analyst, Strategic Pricing

company: Skadden, Arps, Slate, Meagher & Flom LLP and Affiliates

position: Analyst, Client Finance Pricing

company: Debevoise & Plimpton

position: Analyst, Strategic Initiatives

company: State of NY Metropolitan Transportation Authority

description: MTA HQ Office of Strategic Initiatives identifies new efficiencies, cost savings and revenue generation opportunities throughout the MTA enterprise. The Strategic Initiatives Group supports interdisciplinary teams to improve operations and optimize costs.

resolved_account_name: McKinsey New Ventures (part of McKinsey & Company)


Danica Butler

sourced_title: Workforce Transformation Manager

headline: Manager, Workforce Transformation at PwC

position: Workforce Transformation Manager

company: PwC

position: Workforce Transformation Senior Associate

position: Organization & Workforce Tranformation Associate

position: Claims Intern

company: EMC Insurance Companies

position: Risk Management Intern

company: Narragansett Bay Insurance Company

evidence_experience: Progression through Workforce Transformation Associate to Senior Associate to Manager at PwC - all client-service titles in a workforce/HR transformation consulting practice, no mention of internal knowledge base, IP reuse, or AI governance ownership.


Kartik Sundaram

sourced_title: Data & AI Manager

headline: Manager, Data & AI @ Accenture

about:
I’m a Data & AI Manager with 5+ years at Accenture leading enterprise AI initiatives for Fortune 500 clients across semiconductor, pharmaceutical, energy, and construction industries. I hold an M.S. in Analytics (Machine Learning) and a B.S. in Industrial & Systems Engineering from Georgia Institute of Technology.
My work spans the full AI product and deployment lifecycle, from pre-sale scoping, business case development, and stakeholder alignment through architecture, go-live, and post-deployment optimization. I regularly partner with senior client leadership, including CIO and AI executives, to identify high-value automation opportunities and translate complex business problems into scalable AI and data solutions.

Recently, I’ve focused on generative AI, agentic systems, and technical enablement. I designed and led six GenAI bootcamps that upskilled 240+ technologists on LLMs, RAG architectures, LangChain, LangGraph, AWS Bedrock, Claude Sonnet, and other frontier models. I’ve also led development of production-grade AI workflows for contract extraction, retrieval, validation, and reconciliation that eliminated 300+ manual hours per quarter while accelerating engineering delivery through scalable agentic patterns and GenAI tooling.
My background also includes optimization and advanced analytics, including a productionized CPLEX-based transmission rights auction engine and predictive ML models using LightGBM and XGBoost. I enjoy bridging product, engineering, and business strategy to deliver AI systems that create measurable operational impact and long-term value.

Certifications: AWS Certified Cloud Practitioner | Lean Six Sigma Green Belt
Focus Areas: AI Product Management, Generative AI, Agentic Systems, Data & AI Strategy, Machine Learning, Optimization, Cloud Engi

position: Data & AI Manager

company: Accenture

description:
AI Product Manager & Development Lead | Semiconductor Client
- Owned the full AI agent deployment lifecycle for a Fortune 500 semiconductor client, from pre-sale scoping and stakeholder alignment through build, go-live, and post-deployment optimization.
- Served as both development lead and AI PM, architecting agentic solutions using FastAPI, MCP integration, and AKS while managing senior customer relationships up to CIO level
Identified and scoped high-value automation opportunities (rebates au

position: Engineering Consulting Intern

company: Booz Allen Hamilton

description:
• Worked on 5 person team to create an innovative counter-drone system to protect restricted airspace for federal clientele
• Developed automated tracking turret by implementing a micro-controller with computer vision and machine learning audio algorithms
• Designed implementation and scaling plan for regional airports that is more cost effective than current market solutions
• Conducted and presented market research and technical analysis on several current airspace incursion prevention systems

position: Financial Data Analytics Intern

company: UCB

description:
• Worked on a team to create, run, and implement a predictive analytics tool in R Studio for predicting the amount of total reserve cash required to sustain the monthly accounts payable for all accounts
• Completely automated generation of Gross to Net, sales, accruals, returns and refunds, rebates, and chargeback reports through an integrated VB Script and Python mechanism

position: Business Intelligence Intern

company: BioIQ

description:
• Integrated data from MySQL databases into Tableau to create client-oriented data visualization dashboards to show the supply chain performance of our company’s products in the form parameters such as the change in critical health values, the change in shipping efficiency, and the time taken from sending out test kits to receiving results from labs
• Created custom MySQL queries to extract, load, and transform client biometric data from health plans and enterprises

position: Machine Learning Research intern

company: Georgia Tech Research Institute

description:
• Used MATLAB to create and improve an Automatic Target Recognition algorithm which eventually had a detection rate of over 80%; this type of algorithm had applications in mine hunting, aircraft identification, and smart weapon technologies
• Used machine learning principles to improve the algorithm using artificially created data of objects on the sea floor
• Developed work etiquette skills by working in an extremely professional work environment with doctoral candidates

content:
I’m happy to share that I’ve been promoted to Manager within Accenture’s Data & AI practice!

Thank you to all my colleagues around the world for your continued support and mentorship.

band_reasons: disqualified; builder

evidence_experience: "Owned the full AI agent deployment lifecycle for a Fortune 500 semiconductor client, from pre-sale scoping and stakeholder alignment through build, go-live, and post-deployment optimization... managing senior customer relationships up to CIO level"


Nibeer Dewan

sourced_title: AI & Data Manager | Government & Public Sector

headline: AI & Data Manager at EY | Technology Consulting

about:
Nibeer is a Product Manager and Program Leader with 10+ years of experience delivering data-driven products and platforms that transform how organizations operate and serve their customers. His career spans public sector modernization, healthcare technology, and AI/ML solutions, where he's consistently turned complex challenges into scalable, high-impact products.

At EY Tech Consulting, he leads AI & Data initiatives, including the design and rollout of a multi-state Medicaid modernization platform and the launch of a Generative AI knowledge bot using Azure OpenAI. Previously, he's built and scaled conversational AI solutions on Google Cloud for state agencies and nonprofits, driving measurable engagement and operational efficiency.

His toolkit includes product strategy, roadmap ownership, and cross-functional leadership, backed by technical fluency in SQL, Python, BI tools (Power BI/Tableau), and cloud ecosystems (Azure, AWS, GCP). He holds certifications in SAFe PM/PO, Scrum Master, PMP, and Lean Six Sigma, enabling him to bridge business goals with technical execution in highly regulated environments.

He's passionate about AI-driven transformation, healthcare innovation, and building products that deliver measurable value—from improving patient outcomes to optimizing enterprise operations.

company: EY

description: • Served as Technical Program Manager for EY’s Enterprise Solutions Integrator (ESI), a cloud-based platform supporting Colorado’s Medicaid modernization. Oversaw multi-year, multi-vendor Medicaid Enterprise System (MES) program delivery, managing timelines, KPIs, and risk mitigation to maintain compliance across complex system environments. Coordinated with vendors and state agencies regarding enterprise data governance, interoperability standards, and CMS-compliant modular architecture in acco

position: Manager II | Data Products & Services

company: Cambria Solutions

description:
Formerly, Cambria Solutions, Inc., was acquired by Ernst & Young (EY) US to grow EY's capabilities in serving state and local governments with innovative capabilities in technology and transformation services.  Cambria was recognized as one of the nation’s fastest-growing private companies by Inc. 5000 for 10 times.

As the Business development lead and subject-matter expert, led the development, sales, and delivery of Cambria’s Data Science as a Service (DSaaS) offerings. Led projects, delivere

position: Manager I | Data Products & Services

description:
• Led the product vision, sales, marketing, and scaling of an AI/ML chatbot offering using Google's Natural Language Processing (GCP) for state governments and non-profits as a Product Manager.
• Acted as a Business Development lead to productize the firm’s Data Science and Product Management service offerings for clients.
• Served as a strategic advisor to the Chief Innovations Officer (CIO) of a large state agency for Data Science (AI/ML) initiatives, teams, projects, and procurements, includi

position: Senior Consultant | Data Products & Services

description:
•	Led the continuous discovery and development of a Chatbot for a child support welfare program using the SAFe Product Owner/Product Manager framework with a global team utilizing Google's AutoML Natural Language and DialogFlow, resulting in automated support requests and improved customer service through supervised learning.
•	Implemented Lean-Agile methodologies, designed and developed KPIs and dashboards for 8 MIS teams for a state agency as part of a migration and modernization project.
•	C

position: Project Manager, Analytics

company: Centre for Operations Excellence (COE)

description: Managed and successfully executed two end-to-end consulting projects for organizations in the mining and logistics industries, leading teams of 7 graduate students and providing expert guidance on the selection of appropriate analytical methods and tools for project success.

position: Product Manager

company: Function Point

description:
•	Defined and communicated the product vision, strategy and integrated roadmap that aligns with business objectives and customer needs, utilizing tools such as OKRs and RACE frameworks.
•	Achieved $75K in Annual Recurring Revenue within 2 months of launching a BI tool, by leading a cross-functional team of developers and designers through the product development process, using agile methodologies, including Scrum and Lean.
•	Developed key performance indicators (KPIs) and critical-to-quality (CT

position: Business Process Analyst

company: St. Dominic Hospital

description:
• Led projects involving data analysis, simulation modeling, and forecasting, resulting in cost savings of ~$3M through process redesign and Lean-Six Sigma methodologies.
• Led requirements elicitation, KPI definition, and scorecard design for operations, patient experience, and finance for the Executive Board of Directors.
• Managed the Lean Program, trained and mentored management and frontline staff, and recruited engineering students for the department.
• As a founding member of the Data Gov

position: Continuous Improvement Engineer

company: PTC Alliance

description:
• Developed and implemented data-driven recommendations for annual capital budgeting using advanced analytics and modeling techniques.
• Led the establishment of a culture of Continuous Improvement by mentoring Six Sigma Green Belt project teams across 3 plants, resulting in measurable cost savings and process improvements.
• Successfully saved $100K in inspection costs and prevented loss of business by implementing process improvements identified through mentorship of a Six Sigma Green Belt Pro

evidence_experience: "Oversaw multi-year, multi-vendor Medicaid Enterprise System (MES) program delivery... Coordinated with vendors and state agencies regarding enterprise data governance" - this is client delivery work for a government client, not EY's own internal knowledge/data governance.


Petter Sandstad Torgersen

publicIdentifier: petterstorgersen

sourced_title: Senior Manager | Consulting | Head of Data & AI

headline: Leder for Data & AI | BDO Norge

position: Director | Consulting | Head of Data & AI

company: BDO Norge

position: Senior Manager | Digital | Business Analytics

description: Head of Data & Insights

position: Manager | Digital | Business Analytics

position: Supervisor | Digital | Business Analytics

position: Senior Associate | Digital | Business Analytics

description: Creating end-to-end Business Analytics solutions and provide advisory services related to digital transformation. As a Senior Associate I am developing solutions both back-end (e.g. MS Azure) and front-end (e.g. Power BI). Advisory services include research and recommendations of solutions and strategy in relations to digital transformation. My responsibilities also extend to creating new business opportunities and contribute to cross-service focus on specific indutries.

position: Trainee

description:
As a trainee in BDO you start your career with a two year rotational programme between the different service lines. During this period I have been working within the following departments:

- Audit and Assurance
- Accounting
- Business Analytics
- Cybersecurity

In addition to rotating between service lines you are involved in strategic projects close to the management, as well as having a supporting role to a specific leader during the second year. During my second year I have been supportin

position: Chairman

company: Copenhagen Economics & Finance Association (CEFA)

description:
Elected Chairman of a student organization consisting of 15 students, aiming to create a meaningful connection between Copenhagen Business School finance and economics masters students and our prestigious corporate partners.

- 8 CEFA Study Programmes.
- 1200 CEFA Students
- 7 Corporate Partner (Economics & Finance, Consulting)
- 12 Events Annually

content:
Shit in - shit out

Teknologien endrer seg, men prinsippet om kvalitet, struktur og tilgjengelighet av data består. Mine kollegaer Audun Misund-Nævdal og Markus Boug deler sine erfaringer med virksomheter som lykkes med AI-satsingen. HINT: Alle starter med å få kontroll på styringsinformasjon:

🚅 Startet tidlig
🔢 Jobbet systematisk med data, prosess og organisasjon
⚙ Prioritert struktur fremfor

content:
𝗢𝗽𝗽𝗹𝗲𝘃𝗲𝗿 𝗱𝘂 𝗮𝘁 𝗱𝘂 𝗴å𝗿 𝗶 𝗺𝗼𝘁𝗯𝗮𝗸𝗸𝗲 𝗻å𝗿 𝗱𝘂 𝗯𝗿𝘂𝗸𝗲𝗿 𝗔𝗜? 𝗗𝘂 𝗲𝗿 𝗶𝗸𝗸𝗲 𝗮𝗹𝗲𝗻𝗲

LinkedIn florerer av innlegg som beskriver hvordan AI har revolusjonert arbeidshverdagen. Tilsynelatende over natten.

"𝘝𝘦𝘥 𝘣𝘳𝘶𝘬 𝘢𝘷 𝘊𝘭𝘢𝘶𝘥𝘦 𝘊𝘰𝘥𝘦 𝘭𝘢𝘨𝘥𝘦 𝘫𝘦𝘨 𝘦𝘯 𝘈𝘐-𝘢𝘨𝘦𝘯𝘵 𝘴𝘰𝘮 𝘶𝘵𝘧ø𝘳𝘦𝘳 25 % 𝘢𝘷 𝘢𝘳𝘣𝘦𝘪𝘥𝘴𝘰𝘱𝘱𝘨𝘢𝘷𝘦𝘯𝘦 𝘮𝘪𝘯𝘦, 𝘩𝘦𝘭𝘵 𝘶𝘵𝘦𝘯 𝘦𝘳𝘧𝘢𝘳𝘪𝘯𝘨 𝘮𝘦𝘥 𝘬𝘰𝘥𝘦" (karikert eksempel)

For virksomheter som består av mer enn en liten håndfull mennesker er

content: Ikke bare er Arash god på skøyter, men han kan også hjelpe deg å finne AI-balansen. Ta kontakt hvis du ønsker tips om hvordan du skal komme i gang med AI på en effektiv, ansvarlig og sikker måte!

content:
Vi styrker laget - er du vår nye kollega? 🏃♀➡ LØP OG SØK 🏃➡

Data & AI i BDO trenger flere dyktige folk. Vi ser i utgangspunktet etter folk med 1-3 års relevant erfaring, men er åpne for søkere av alle slag.

Les mer om gjengen vår og hva vi driver med gjennom lenken i kommentarfeltet

primary_strip: B

internal_vs_external: mixed

evidence_experience: "Manager | Digital | Business Analytics @ BDO Norge: Head of Data & Insights and AI Task Force" progressing to "Director... Head of Data & AI" - shows sustained ownership/leadership of BDO's internal Data & AI function, including an internal AI Task Force, rather than pure client delivery.

resolved_account_name: BDO Norge


ANUPAMA GARG

sourced_title: Manager, Data Management and Engineering

headline: Data & AI Strategist | Modern Data Architecture & Cloud Data Governance | Advanced Analytics & Reporting | Finance & Retail Data Expert | Manager at KPMG

about:
I am a Data & AI Strategist with 10+ years of experience helping global organizations unlock value through modern data architectures, enterprise data governance, GenAI-powered solutions, and AI/ML-driven insights. My core expertise lies in designing and implementing future BI amd AI ready data strategies across complex environments—especially in Banking, Financial Services, Insurance (BFSI), and Retail sectors.

I have led end-to-end delivery of critical data programs across Fortune 500 clients—ranging from implementing Reference Data Management at a Top 10 global banks, to designing Customer & Finance Data Product strategies for a national luxury retailer, to enabling a cloud-native ERP and EPM transformation for a leading Finance and Insurance clients. My cross-functional leadership includes partnering with business, cyber, audit, product, and technology stakeholders to drive adoption and outcomes at scale.

From cloud migrations and master data initiatives like customer 360, data quality, lineage, metadata, and domain modeling—I bring a deeply technical foundation, a pragmatic delivery lens, and a passion for strategy operationalization. I have created GTM accelerators, influenced enterprise tooling decisions, and delivered 4x improvements in reporting cycles using GenAI and automation.

Beyond client delivery, I contribute to data culture building, talent mentoring, and pro bono analytics leadership—solving problems like churn and campaign forecasting for nonprofits, while developing internal data literacy and innovation capabilities.

🔹 Specialties:
Enterprise Data Strategy and Data Products • Data Governance • GenAI & AI/ML Enablement • Modern Data Architectures (Snowflake, Databricks, GCP, Azure) • Domain-Driven Design • Reference & Master Data Management • Finan

company: KPMG

position: Senior Associate Advisory, Low Code and Integrations

position: Associate Advisory

position: Quantitative Analyst Intern

company: Mr. Cooper

position: Marketing Engineer/Analyst

company: Matrix Comsec

position: Associate Consultant

company: Bristlecone

position: Marketing Intern

company: Gujarat Fluorochemicals Limited

description: Performed Trend Analysis of Caustic Soda

company: GAIL (India) Limited

description: SAP Supply Chain Management in the Oil and Gas Industry

evidence_experience: "I have led end-to-end delivery of critical data programs across Fortune 500 clients—ranging from implementing Reference Data Management at a Top 10 global banks, to designing Customer & Finance Data Product strategies for a national luxury retailer, to enabling a cloud-native ERP and EPM transformation for a leading Finance and Insurance clients."


Megan Beck

sourced_title: Oracle Field Enablement Senior Manager

headline: Oracle & Kyriba Marketing @Huron | Customer Success | GTM Strategy

about:
A strategic growth marketing leader focused on building and scaling go-to-market strategies that drive revenue, strengthen partnerships, and accelerate organization growth. With experience spanning alliance marketing, business strategy, executive engagement, and market activation, I specialize in connecting strategy to execution.

Lead cross-functional initiatives that align sales, marketing, alliances, and industry leaders around shared business objectives, creating scalable growth engines rather than isolated campaigns. Have helped organizations strengthen strategic partnerships, launch new market initiatives, elevate thought leadership, and build repeatable frameworks focused on efficiency and impact. I’m energized by solving complex business challenges, bringing clarity to ambiguity, and turning ideas into action that creates measurable value.

position: Oracle & Kyriba Field & Channel Marketing Senior Manager

company: Huron

position: Partner Enablement Manager

company: DocuSign

position: Sales Enablement Senior Associate- Huron Digital

position: Go-To Market Specialist

company: PRIME AE Group, Inc.

position: Sales Enablement Associate

company: RSM US LLP

position: Communications Specialist

company: BidClerk

position: Account Manager

company: CDW

position: Public Policy and Affairs Intern

company: Ohio Attorney General's Office

content:
When you set out to tell a digital transformation story, you obviously expect to hear about technology. What you don’t always expect is for nearly every conversation to come back to the same word: #trust.

Last week, I had the privilege of spending time onsite at Duquesne Light Company, capturing the story of their transformation journey with Huron and Oracle. While every interview was unique, the

content:
I spent this past week at El Paso Electric Company to film a case study with them, and I'm still sitting with how much the experience meant to me. The moment I landed in El Paso, my Uber driver pointed out the star glowing on the mountainside and told me something the locals say: when you see the star, you know you're home.

That sense of belonging is woven into everything El Paso Electric does.

content:
Most finance transformations follow the same playbook: stablize the foundation —> implement new systems —> wait for value.

What if that sequence is the problem? Join Fanny Ip, Huron Chief AI Officer, and Nicholas Yezza, Managing Director for a session where they challenge that asummption and give it to you straight.

Their session introduces #ThinFinance—starting with a specific business problem

content:
Couldn’t be more excited to have Chris Vogt on board at Huron. Beyond his impressive expertise and insights, it’s his collaborative spirit that really stands out. We’re lucky to have him as part of the team, and I’m looking forward to partnering with him and seeing all that we’ll accomplish together.

Welcome, Chris!

content:
What do data governance, AI readiness, and a smoother financial close have in common? They're all on the Huron agenda at Oracle Developer & Technology User Group (ODTUG) #KScope26. 🏔

Our Oracle ACE-recognized team — Kate Helmer, Ankith Shetty, and Ashley Mentele — is leading six sessions June 14–18 at the Gaylord Rockies Resort in Denver, CO.

A few we're especially excited about:
🔹 From Trash

evidence_experience: "A strategic growth marketing leader focused on building and scaling go-to-market strategies that drive revenue, strengthen partnerships, and accelerate organization growth." - entire career is marketing/sales enablement (RSM Sales Enablement, DocuSign Partner Enablement, Huron Sales/Field Marketing).

resolved_account_name: Huron


Shane K.

publicIdentifier: shanekilcawley

sourced_title: Security Transformation Manager

headline: Director - Cyber Security at EY Ireland | CISSP, PRINCE2

about:
** New connections: please send a message with your request! **

Shane is a Director in Cyber Security Consulting at EY with a proven track record of delivering impactful cybersecurity solutions across a range of industries. He is adept at navigating complex security challenges, helping clients protect their critical assets, and elevating their security posture in an ever-evolving threat landscape.

A graduate of Trinity College Dublin and Technological University Dublin, Shane holds a Bachelor’s degree in Computer Science and Business and a Master’s degree in Computing (Applied Cyber Security). His career spans Cyber Security domains, where he has worked both as an individual contributor and in people manager roles, demonstrating flexibility and success in both capacities. In addition to his expertise as a Security Architect, Shane has managed and mentored multi-disciplinary security teams across geographies, fostering collaboration and skill development within his teams.

With deep experience in architecting and designing secure solutions, Shane ensures that security requirements are strategically embedded within agile development lifecycles. His expertise spans core security domains, including Security Architecture and Engineering, Cloud Security, Identity and Access Management, Communications and Network Security, Security Assessment and Testing, and Security Operations. An advocate for shaping secure-by-design architectures and guiding clients in building robust, compliant systems, Shane aligns security frameworks with business objectives to drive long-term resilience.

Ambitious, technically proficient, and highly motivated, Shane is recognized as a trusted advisor who empowers clients to proactively address emerging threats and strengthen their security maturity.

position: Director - Cyber Security

company: EY

position: Security Transformation Manager

company: Accenture

position: Security Delivery Manager

position: Cyber Security, Privacy and Forensics Manager

company: PwC Ireland

position: Cyber Security, Privacy and Forensics Senior Consultant

description:
 - Security Architecture Review and Optimisation
 - Information Security Maturity Assessment
 - Cyber Strategy Development
 - Network and Application Penetration Testing
 - Vulnerability Management
 - Cloud Security Architecture
 - Security Policy definition and implementation
 - Technology Risk Assessments
 - Reviewing and assessing IT general controls
 - Third Party Risk Assessment and Due Diligence
 - Cloud Security Policy and Standards development
 - Security requirements development

position: Business Analyst

company: Mutual of America

description:
Shane worked in Mutual of America's office of technology as part of the Account executive team, in their Headquarters on Park Avenue, NY. Some of Shane's responsibilities included:
- Responsible for liaising with programmers to fix issues raised by business users.
- Responsible for retesting issues before handing back to the user.
- Responsible for the testing of programs on company’s development sites and ensuring problems found were fixed and retested.
- Implemented a more efficient use of com

content:
After an incredibly rewarding few years living and working in Sydney, I'm pleased to be back in Ireland. Following a few weeks spent travelling and settling back home, I'm now a few weeks into my role with EY as a Director in Cyber Consulting, and thoroughly enjoying the opportunity to reconnect with the Irish market.

I'm grateful for the experiences, friendships and opportunities that Australia

evidence_experience: "Shane is a Director in Cyber Security Consulting at EY with a proven track record of delivering impactful cybersecurity solutions across a range of industries...helping clients protect their critical assets, and elevating their security posture"


Khanya M.

publicIdentifier: khanya-madaza

sourced_title: EMEIA Technology Risk Transformation Leader

headline: Office of the CISO Trust Leader, EMEA

about: Khanya is a senior leader currently leading the EMEIA Technology Risk Transformation FS practice at EY. He is a former Technology risk Leader/ Director at PwC Ireland for the following areas: IT Governance; Emerging Technologies; Enterprise Systems Solutions & Digital Assurance. He has over 15 years experience, his client portfolio includes a number of globally listed organisations both within the EU, UK & globally as well as working with regulators in these markets. While his experience primarily lies in Financial Services, Khanya has extensive experience in Public Sector, Mining, Materials, Manufacturing, Technology, Telecommunications, Healthcare, Gaming and Resorts. His experience ranges across strategic & operational areas including: Strategy formulation, implementation & review; Technology & Digital transformation, Cloud, Operating Model Design & Implementation; Governance implementation & assessments; Risk management framework implementation & assessment, risk identification, risk assessments, control design/implementations/reviews & KRI development & monitoring; Large-scale SOX reviews & implementation programmes; Third party control arrangements (ISAE/SSAE/SAS70), Process & control maturity assessments both for  external & internal audit purposes, ITGC audits both FSA & Integrated; ITIA; Application control assessments;  Resilience & Continuity & IT Disaster & Recovery &  Executive Crisis Simulations; Data governance & IRM; IT regulations issued by  European Regulators such as the EC, EBA, European Parliament, UK and American regulators; Data privacy (Protection of Personal Information Act South Africa and EU GDPR) assessments & implementations; Cybersecurity/Information security reviews including firewall & vulnerability assessments; Extensive experience with

position: Office of the CISO Trust Leader, EMEA

company: Confluent

position: Director Technology Risk Transformation - EMEIA

description: Management consulting

description: Management consulting

position: Technology Risk Transformation EMEIA

position: Director Technology Transformation EMEIA FSO

position: Director Technology Risk

position: Senior Manager

evidence_experience: "His experience ranges across strategic & operational areas including: Strategy formulation... Technology & Digital transformation... Governance implementation & assessments; Risk management framework implementation & assessment... Large-scale SOX reviews... Third party control arrangements... ITGC audits..." - all describes client delivery work, not ownership of an internal knowledge/AI function at his own firm.


Yohann Jeanblanc

sourced_title: Senior Consultant - Digital & Emerging Technologies

headline: Senior Manager Retail & Luxury @Wavestone

position: Senior Manager Retail & Luxury

company: Wavestone

description:
✔ Digital Working
✔ Customer experience
✔ IoT
✔ Mobility and connectivity

position: Consultant - Energy & Utilities

company: CGI Business Consulting

position: Digital project manager

company: Collaborative Perks

position: Web project manager

company: Percy Miller Inc.

position: Consultant, IT governance

content:
We made it! Sephora is officially live in Belgium! 🇧🇪

Being part of the team driving this market opening has been an incredible and deeply enriching experience. Launching a new country takes a village, and it was a privilege to collaborate with so many talented teams across the company to make this brand-new chapter happen.

Thrilled to see this milestone crossed! 🚀

Thank you for your trust Chri

evidence_experience: "Manager au sein de nos équipes retail & luxury, j'accompagne les directions générales et directions fonctionnelles dans leurs projets de transformation digitale, en amont sur l'appui à la définition des objectifs stratégiques et dans leur mise en œuvre opérationnelle."

resolved_account_name: Wavestone


Clément Lemaire

sourced_title: Strategy & Transformation Manager

headline: Strategy & Transformation Manager | Ex. Oliver Wyman | Graduated from CentraleSupélec

position: Strategy & Transformation Manager

company: Mantu

position: Director of AMC Energie subsidiary

company: Groupe AMC

description:
• Lead a 7-person team to meet production targets on existing contracts and boosted project efficiency by implementing progress tracking tools
• Drive product diversification strategy; secured first contract to develop low-voltage contactors for french nuclear plants
• Oversee Quality Management System; renewed ISO 19443 nuclear certification

position: Senior Strategy Consultant

company: Oliver Wyman

description:
Support major companies and investors in their strategic and high-impact decisions, with a particular focus on industrial challenges and the energy transition.

Private Equity Projects :

• Buy-side due diligence for a private equity firm on a leading French insurance brokerage group.
• Sell-side due diligence for an electric vehicle charging operator.
• Buy-side due diligence of a manufacturer of industrial electric boilers.
• Sell-side due diligence for a manufacturer of industrial heating and

position: Strategy Consultant

position: Consultant

company: ENERCON

position: Junior Project Manager

description:
To participate and assist management board from European business area in carrying out a turnaround programme that responds to major challenges that the wind sector meets.

• Designing new processes to provide a strong and reliable business forecast based on current projects pipeline and market intelligence
• Creating tools and relevant KPIs to drive performance and to improve the projects pipeline follow-up
• Analyzing wind market trends and develop potential cross-countries synergies in the c

position: Transfer Princing Internship

company: Deloitte Tax & Legal

description:
• Preparing transfer pricing documentation dealing with OECD guidelines
• Carrying out functional group analysis and benchmark of multinational
enterprises
• Carrying out benchmark using the following databases : Amadeus, Orbis and Diane
• Participating to the establishment of commercial proposals

position: Treasurer

company: Junior CentraleSupélec

description:
To manage the finances of a Junior-Enterprise which generates a 750k€ sales revenue, together with the office members.

• Defining and tracking of the budget
• Completing social and fiscal taxes declarations
• Preparing audit and closing of accounts with the accountant

evidence_experience: "Support major companies and investors in their strategic and high-impact decisions" and "Lead a 7-person team to meet production targets on existing contracts" - both external client delivery / general operational management, no internal knowledge/IP function ownership.

resolved_account_name: Mantu Manager Program


Laura Heggemann

sourced_title: Tech Strategy & Innovation Manager

headline: Senior Manager Tech Strategy & Advisory bei Accenture Europe

about:
I'm passionate about business model innovation in all its forms - to put things together in new and better ways. Integrating applied Intelligence into existing processes to generate unprecedented insights and take informed decisions is driving me. My focus is on data-driven consulting, visual analytics and AI.

As the first innovation ambassador for Accenture ASGR my mission is to build bridges to start-ups, tech companies and academia getting inspiration and innovation into the company. I got enriched with a valuable innovation network through my 6-weeks-trip to Silicon Valley and am always happy to expand my network - feel free to reach out!

position: Senior Manager Tech Strategy & Advisory

position: Tech Strategy & Innovation Manager

position: Technology Strategy Consultant

position: Technology Consulting Analyst

position: Master-Student

company: Kapten & Son

description:
Start-up producing cult watches and sunglasses

Researching social media trends (consumer & technology) and crafting social media marketing strategy for watch brand Kapten&Son

https://kapten-son.com

position: Business Analyst

company: Consulting Prep

description:
Start-up that helps top MBA and consulting candidates

• Devised innovative tool and user interface to match MBA candidates with schools, which went viral and became a source of traffic for the website

• Managed team of Indian programmers in resolving unanticipated implementation challenges and refining usability, leading to a final tool that has become widely used by our clients

• Conducted market research, competitor benchmark and customer surveys, which led to major decisions for the firm

content:
What do Judo and consulting have in common?

More than you would expect.

Last week I had the opportunity to speak on stage at our Accenture Data & AI reinventors event in Berlin about what high-performance sport – specifically Judo – can teach us about becoming a winner in consulting and professional life.

Five principles from my Judo journey that still guide me today:

🥋 1. Discipline beats mo

evidence_experience: "My focus is on data-driven consulting, visual analytics and AI." / "As the first innovation ambassador for Accenture ASGR my mission is to build bridges to start-ups, tech companies and academia getting inspiration and innovation into the company."


Gagandeep S.

sourced_title: Senior Manager , Data Governance & Engineering

headline: Senior Manager , Data & AI

about:
Senior Data & AI Modernization Leader with 17+ years of enterprise transformation experience across regulated banking, insurance, and healthcare environments.

· Deep hands-on expertise in MDM (Informatica SaaS MDM 360), IDMC platform engineering, data governance, and cloud-native integration — with a proven track record of leading on-premises-to-SaaS migrations, embedding regulatory compliance into data architectures, and delivering scalable master data and integration platforms.

· Brings strong data modelling credentials across Data Vault 2.0, canonical and dimensional modelling using Erwin, with experience reverse-engineering legacy systems and aligning enterprise data structures across claims, party, product, finance, and billing domains.

· Extensive regulatory experience spanning BCBS239 risk data aggregation, OFSI compliance, and SOX banking controls — translating complex regulatory requirements into auditable, compliant data designs and governance frameworks.

· Recognized for bridging business goals and engineering reality, engaging senior stakeholders on data modernization roadmaps while orchestrating cross-functional delivery teams. Complemented by growing working knowledge of emerging AI capabilities — including LLMs, RAG pipelines, agentic systems, and MCP-based architectures — applied to assess automation opportunities, enrich compliance workflows, and shape responsible AI guardrails within enterprise data ecosystems.

position: Senior Manager , MDM  Data Governance & Engineering

company: Cognizant

description:
Leadership Role:
Managed the Insurance practice in Halifax, leading a 40-member team delivering solutions for North American insurance clients. Drove talent growth and workforce planning to ensure a strong delivery pipeline, while collaborating with recruiters, delivery leaders, and client partners on strategic initiatives to improve business growth and operational efficiency. Designed and governed delivery roadmaps for key accounts and led cross-functional, multi-geography teams to ensure seaml

position: Associate Director, Data Governance

company: RBC

description:
Associate Director, Data Services Platform (Chief Data Office)

Delivery Team Management
• Directed delivery team, overseeing execution, performance, and development for high-impact results
• Provided weekly status updates to leadership; attended board discussions on bank-wide Data Governance strategy
• Conducted interviews, worked with recruiters on job postings, selected candidates, onboarded to Agile teams
• Authored quarterly OKRs, project roadmaps; escalated risks to SMT for resolution
• Im

position: Principal Consultant, Data Integration & Business Intelligence

company: Fidelity Investments

description:
Delivery Team Management:
o	Managed a delivery team based in Halifax, overseeing hiring, training, and performance evaluations to ensure a cohesive and skilled team.
o	Implemented Agile methodologies, resulting in a 20% increase in project delivery efficiency and a 15% reduction in time-to-market for new solutions.
o	Led a team training program on advanced ETL techniques, resulting in a 25% improvement in data processing speed and accuracy.
o	Successfully navigated team through a complex project

position: Consultant , Data Integration & Business Intelligence

company: Anthem, Inc.

description:
•	Managed a team that worked for a healthcare client.
•	Responsible for planning, designing, building, testing and implementing project releases based on business requirements.
•	Provided management oversight, process review and best practice in all areas of Business Intelligence development and deployment.
•	Lead activities that include design and development of automated data extraction routines from the central repository for Data Exchange systems using Informatica 9.1 and Teradata.
•	Lead de

position: Senior Software Engineer

company: VMware

description:
•	BI Solution Development:
o	Designed and implemented end-to-end BI solutions using Informatica 9.1 for ETL processes and OBIEE 11g for BI reporting.
o	Translated ETL mappings into Greenplum scripts for optimized data processing efficiency.
o	Managed version control and deployment of Greenplum scripts across environments using Git-Hub and Jenkins.

•	Data Integration and Warehouse Management:
o	Standardized, enriched, and integrated complex data from 6 upstream systems into a centralized Enterpr

position: Senior Software Developer

company: Johnson & Johnson

description:
•	Responsible for planning, designing, building, testing and implementing project releases based on business requirements.
•	Provided management oversight, process review and best practice in all areas of Business Intelligence development and deployment.
•	Managed the client expectations and ensured the delivery of objects as per the plan.
•	Lead activities that include development of automated data extraction routines from the central repository for Data Exchange systems using Informatica 9.1 a

position: Faculty Lecturer

company: DAV Institute of Engineering and Technology

position: Engineering Intern

company: A-1 Technology Inc

evidence_experience: "Managed the Insurance practice in Halifax, leading a 40-member team delivering solutions for North American insurance clients" - this is client delivery management, not ownership of an internal knowledge/AI function.

resolved_account_name: Cognizant Consulting France


Lana Paltseva

publicIdentifier: lana-paltseva

sourced_title: Finance Architecture and Transformation-Manager

headline: Finance/Digital Transformation Manager | MBA, Business Analysis, from Strategy through Implementation to Adoption

about:
As a Finance/Digital Transformation Manager, I apply my MBA in Finance, Law degree, and Data Analytics certificate to solve complex business problems and deliver innovative solutions. I have over 10 years of experience in leading end-to-end digital transformation projects, from assessment and strategy to execution and adoption, across various industries and domains.

My core competencies include business analysis, business process design and improvement, user experience, system selection and implementation, integration, and change management. I am skilled in using digital tools such as Miro, Visio, and Figma to facilitate collaboration, visualization, and communication. I am trained in SQL, Python, JavaScript and Tableau, which enables me to understand and communicate with the technical team and stakeholders. I am passionate about building stuff and making things work, and I enjoy working with diverse and talented teams. I have a funny accent, but I also speak Russian and English fluently.
Other selected corporate & consulting competences:
- Projects Management: waterfall, agile, hybrid (project/pillar level)
- Microsoft package (Excel, PowerPoint, Microsoft Project, Visio)
- ERP: SAP
- Regulatory Compliance: CFTC/ FERC/SEC/FINRA, Sarbanes-Oxley Act, Dodd-Frank Title VII
- Energy/Commodity Trading Risk Management: quantitative risk management, derivatives, valuation, management controls, audit and due diligence
- ETRM/CTRM: Openlink, Allegro (training certificates available), home-grown ETRM systems
- Financial Analysis & Management Accounting: financial modeling, financial statement analysis, working capital analysis, chart of accounts, reporting principles and c-suite reporting

company: EY

position: Finance/Digital Transformation Manager

company: Digineox

description:
- Performed business Assessment to select prioritized areas for further digitization and transformation
- As a Functional Lead, supported implementation of modern end-to-end Coupa P2P (Procure To Pay) system. Implementation resulted in 75%+ of improvement in Purchase Request and Invoice approval time, reduction in PO changes, 2% of cost savings on annual business purchasing spend
- As a functional Lead, in the process of implementation of Planning & Scheduling modules of Terminal Management Syst

position: Manager, Finance & Enterprise Performance

company: Accenture

description:
Served as a Manager for CFO&EV (Enterprise Value) practice with focus on Finance, Accounting, and Business Transformation and Regulatory Compliance. Completed projects:
- Large Power Utilities Company. Delivery Lead for assessment of regulatory reporting processes (Electric Quarterly Reports (EQR) for Federal Energy Regulatory Commission (FERC).  Developed the recommendations and the roadmap for optimization.
- Global Oil & Gas Company. As a Project Manager, completed the assessment of Company

position: Regulatory Analyst

company: Norton Rose Fulbright

description: Reviewed, tested and provided recommendations with regards to the trading and risk management related internal controls for the company's client (large financial institution)

position: Consulting & Business Development: ICO & Digital Investment Banking

company: Cypheriant, LLC/Entoro Capital Group

description: Assisted the mid-size Texas investment bank to create the foundation for digitization of the capital raising process through issuance of the SEC/FINRA compliant Blockchain-based digital securities.

position: Manager at Commodity Trading Risk & Regulatory, Management Consulting, Energy Practice

company: PwC

description: Delivered consulting and technology enabling services for Energy sector clients in the areas of Energy and Commodity Trading, Risk Management, Regulatory Compliance, ETRM/CTRM (Energy/Commodity Risk Management Systems) and Business Transformation.

position: Sr. Associate at Commodity Trading Risk & Regulatory, Advisory Energy Practice

description: Regulatory & Compliance, Dodd-Frank Government Regulation, Financial Risk Management, Derivative Accounting, Commodity Trading for Energy Sector Clients

position: Head of Legal and Compliance, Regional Compliance Officer, Kazakhstan & Central Asia

company: Siemens Kazakhstan LLP

description: Served as Regional Compliance Officer for Kazakhstan and Central Asia, supervised Legal & Compliance Department, assisted with rolling out of Sarbanes-Oxley (SOX) compliance framework, led regular testing of company’s commercial, financial & accounting controls to ensure SOX compliance, served as a member of Risk Management Committee, evaluating financial, legal & compliance risks for major projects

content:
Time flies when you’re having fun — and apparently when you’re building industry-changing transformations:)

Two years ago, I joined EY, excited about a new chapter and curious about what was ahead.

Fast forward to today, and those two years have flown by.

In that time, I’ve had the opportunity to work on an extraordinary projects that will undoubtedly become part of oil & gas industry history,

content: What a great project, great team and a great evening together to celebrate this huge TEAM’s accomplishment!

content: Benefits of a simple nice small talk - just stop by to say Hi! Tell me now that it’s not work-related! 😂#doyouenjoybeingademon?

content:
Laughter, tears, and a whole lot of "Girl Power." 💜
I spent my Friday at the "Women Who Rock" event, hosted by United Way of Greater Houston, and my heart is so full. Beyond meeting powerful female leaders and catching up with my favorite clients and colleagues, I had the pleasure of hearing Melissa Radke speak.
Melissa is a well known public speaker and a best-selling author, and her words were

evidence_experience: "Delivered consulting and technology enabling services for Energy sector clients..." and "Completed Discovery & Design, sup[ported implementation]..." for client-facing digital transformation projects.


David Suarez

publicIdentifier: davidjsuarez

sourced_title: Products and Platforms Capability Lead

headline: Product and Platform Engineering Services

about:
Mr. Suarez is a highly skilled leader with a strong track record of success building and growing products, assets, and teams over his 20-year career.  With a strong combination of depth and breadth across multiple areas in technology, management, sales support, and operations, he has led teams through successes on new projects as well as adapted existing teams and processes to meet new challenges.  Recent highlights include integrating engineering teams as part of the acquisition strategy and delivering assets to enable sales.  Prior to his current role, he was a product engineering lead for a suite of products in the Health and Public Service domain. His team’s software architects and engineers apply the latest technology to the product engineering domain which entails deep technical knowledge to simplify technology while enabling strong configuration and customization capabilities for advanced technical users.

If you have worked on developing software products in the past, have kept your skills current, and looking for a new opportunity to continue honing your product development skills, please reach out.

position: Products and Platforms Capability Lead

description: Capability lead for Accenture Products and Platforms Engineering Services.  We are using the latest and greatest platform technologies to accelerate client’s migration toward the latest/ most efficient technologies.  Technologies include API Management platforms like Apigee and WSO2, PaaS platforms like Openshift and CloudFoundry, Docker Containers and fully automated Dev Ops pipelines across the stack with high functional test coverage and deployments.

position: Product Engineering Lead (Sr. Manager/ Director)

description: Product Engineering lead for the Accenture Integrated Eligibility Suite.  These are software products part of the Health & Public Service industry that faciliate citizen public benefit requests and tracking (ACSSP) through final case management and benefits approval (ABMS) as well as the underlying SOA architecture (APSP).

position: Multiple Roles in Technology and Software Architecture

position: Software Engineer

company: RSIS

position: Development Lead

company: HSBC Global Banking and Markets

position: Team Lead and Technical Architect

company: Keane, Inc.

description: This was my first job out of college.  While at Keane I was able to experience working in a Project Management Office (PMO) initially and moved on to working on technology projects where I held progressively higher roles of responsibility from developer through development team lead and finally becoming a key architect of the re-write of a 360 degree HR evaluation process application working with both on and offshore resources.

content: Always exciting to be part of Accenture's continuous learning culture!

content:
I’m incredibly proud to share that my son, Charles Suarez (Charlie), is graduating and officially entering the job market this May!
While I’ve spent my career leading technical teams, I actually owe a fair amount of my own AI adoption journey to watching Charlie. During his time earning his business degree, he continuously experimented with AI, pushing various tools to the edge of their capabiliti

evidence_experience: "Product Engineering lead for the Accenture Integrated Eligibility Suite... software products part of the Health & Public Service industry that facilitate citizen public benefit requests and tracking"