At Connor, Clark & Lunn Financial Group, I own the roadmap and delivery for the client reporting platform, balancing release goals, stakeholder expectations, and firm objectives. I designed and shipped a custom reporting platform end-to-end using Power Apps, Power Automate, SharePoint, and Power BI without dedicated engineering or design resources.
I’ve modernized reporting technology standards for straight-through processing and sustainable automation, while supporting data pipelines that clean operational data and store it in lakehouses. I translate ambiguous business problems into scalable, user-focused technical designs and help teams make clear decisions on constraints and trade-offs.
Previously, I served as product owner and subject-matter expert for external reporting, helping a three-person operations team produce more than 10,000 client reports per quarter. I’ve also built reusable SimCorp Coric templates, defined API requirements and data contracts, and streamlined regulatory publishing workflows.
