Data Strategy & Governance

• Develop, implement, and continuously refine CRF’s enterprise data strategy, governance framework, and data management roadmap aligned to the organization’s strategic plan.
• Own the Enterprise Business Glossary, data stewardship policies, and data quality standards across all enterprise systems.
• Lead the design and maintenance of CRF’s master data management approach, including cross-system field-level mapping, data dictionaries, and migration gap registers.
• Champion a data-as-an-asset culture across the organization through education, documentation, and internal advocacy.

Analytics & Reporting

• Oversee the enterprise data warehouse (CRFDW) built on Azure Databricks and Power BI, ensuring reliable ETL pipelines, performant data models, and accurate, publication-ready reporting.
• Direct the development and maintenance of executive dashboards, board-level reporting packages, investor reporting, regulatory compliance reports (including OFN, SBA performance, and CDFI fund reporting), and ad hoc analytical deliverables.
• Partner with Credit, Finance, Portfolio & Platform Management, and Lending Operations leadership to translate business questions into analytical frameworks and actionable insights.
• Evaluate and implement emerging analytics capabilities, including AI/ML-assisted reporting and predictive modeling tools appropriate to CRF’s scale and infrastructure.

Systems & Technology Leadership

• Serve as the primary project data lead for technology initiatives, including vendor evaluation, contract execution, cross-system data migration planning, and implementation oversight.
• Manage data integrations across CRF’s five-system environment: lead management, CRM, origination and underwriting, loan servicing, and CRFDW.
• Evaluate, select, and manage third-party data tools and platforms, balancing cost, capability, and organizational fit.

Team Leadership & Cross-Functional Partnership

• Lead, mentor, and develop an Enterprise Data Management team, including hiring, performance management, and professional development planning.
• Serve as the primary technical project manager for data-adjacent initiatives across the organization, including data migrations, new system rollouts, and reporting infrastructure upgrades.
• Collaborate with CRF Business lines to define data requirements, streamline data flows, and resolve data quality issues.
• Present complex data findings, project status, and strategic recommendations to the Executive Team and Board of Directors.

Compliance & Administration

• Ensure all data management practices comply with applicable regulatory requirements, including SBA program requirements, CDFI Fund reporting obligations, and investor data covenants.
• Maintain documentation standards and internal data governance artifacts, including data lineage, data classification, and access control policies.