Summary
Overview
Work History
Education
Skills
Certification
Languages
References
Timeline
Generic

Shana Lam

Sydney,Australia

Summary

Shana is an accomplished data leader specialising in data risk management, governance, and strategy with over 9 years of experience delivering data governance and analytics initiatives. Demonstrated success in designing and implementing comprehensive data governance frameworks that align with organisational objectives. Adept at addressing both offensive and defensive data needs across multidisciplinary teams and global projects. Committed to driving data-related initiatives that enhance decision-making and operational efficiency.

Results-driven regulatory compliance expert with extensive knowledge and application of BCBS 239, MAS 626, CPS 230, and GDPR, Shana has proven track record in leading complex initiatives that enhance data risk management capabilities for financial institutions operating in diverse regions, navigating an evolving regulatory landscape to ensure optimal compliance and operational efficiency.

Overview

10
10
years of professional experience
1
1
Certification

Work History

Associate Director | Group Data Office

Macquarie Group
Sydney, Australia
05.2023 - Current
  • Led the implementation and operationalisation of data management and regulatory reporting frameworks as the framework lead across business units under the Corporate Operations Group (COG) through a series of initiatives designed at uplifting data capabilities and addressing known pain points.
  • Chaired COG-wide data governance forums attended by senior leadership team, overseeing data risk management progress and maturity across business units, influencing and promoting data culture ensuring data is treated as an asset to drive business decisions and providing a platform for escalations to drive good data risk outcomes.
  • led a team to undertake the delivery of ongoing data management activities including identification and management of new or existing Critical Data Elements (CDEs) for high and very high rated regulatory reporting commitments such as Transaction and Position Reporting (e.g. ASIC, EMIR, ASX Short Sale) and Liquidity Reporting (e.g. LCR, NSFR), ensuring our data and regulatory risk is within appetite.
  • Designed and standardised the CDE identification and risk assessment processes across the COG, ensuring consistent definition and management of our Critical Data and enabling data owners and stewards to prioritise data management activities with a risk-driven methodology.
  • Led the socialisation and implementation of Data and Regulatory Reporting KRIs across COG to drive proactive management of risks and promote data and regulatory risk awareness.
  • Participated in the development and implementation of the Group Data Strategy, identifying and leveraging core data across our Business Units, balancing risk and opportunity for strategic advantage, with a clear focus on materially buying down our data risk.
  • Contributed in the development of data standards incorporating industry best practices across data quality, metadata management, reference and master data management.

Senior Manager | Group Data Office

Macquarie Group
Sydney, Australia
05.2021 - 05.2023
  • Led and integrated data governance and management deliverables, including the identification of Critical Data Elements (CDEs) and data profiling capabilities, into high impact projects such as the implementation of a new third party vendor risk management system, ensuring strategic management of data through embedment into our change management process.
  • Led the introduction and implementation of Data Management framework across business units under the Legal Governance Group (LGG), identifying and onboarding data owners and stewards across LGG to create the foundation for effective operationalisation of data management that supports their business objectives.
  • Developed and delivered training programs on data governance and data capabilities, driving the adoption of Collibra and other data management tools (e.g. Informatica) across Business Units and key projects.
  • Co-led the initiative to review and redesign the data management control library with second line of defence (2LOD), standardising data management practices through enhanced consistency in control design and clearer articulation of the relationship between data risks and controls.
  • Designed and implemented a workflow-driven data governance review process, ensuring audit readiness and consistent application across Corporate Operations Group (COG). The process has since been successfully adopted by other Groups across the Enterprise.

Data Governance Manger | Group Data Office

Macquarie Group
Sydney, Australia
07.2019 - 05.2021
  • Led the delivery of data management activities including the identification and management of Critical Data Elements and mapping of key data flows and controls for five high or very high rated regulatory reports (e.g. MIFID II, CFTC).
  • Led the Data Management Capability Assessment Model (DCAM) assessment within Corporate Operations Group (COG), evaluating the maturity of our data management capabilities and identifying gaps and opportunities to inform strategy planning and prioritisation of our multi-year data management program across COG.
  • Executed technical analysis on data management processes, including both technical and logical data lineage tracing and implementation of data quality rules through collaboration with key business and technical stakeholders throughout the data lifecycle across diverse data domains and products.
  • Designed and launched the Group Data Office's Sharepoint page to promote data risk awareness across the COG and facilitate effective knowledge sharing and communications across business units.

Executive | Group Data Office

Macquarie Group
Sydney, Australia
10.2017 - 06.2019
  • Developed and implemented a suite of complex data quality validation checks and reconciliation controls to uphold counterparty data integrity during the migration phase of an enterprise-wide initiative to implement a new client lifecycle management system, supporting AML/KYC capabilities.
  • Built Alteryx workflows to cleanse, prepare and blend data from disparate sources, and created Power BI visualisations to replace manually produced reports to support effective management of aged unconfirmed trades across different regions and products.
  • Trained and mentored others in the use of data analytics and visualisation tools, promoting the adoption of new offensive data capabilities across the Division.

Data Management Officer

University of Sydney
Sydney, Australia
01.2017 - 10.2017
  • Reviewed and enhanced data collection methodologies, policy and standard within the Research Portfolio and across the University to improve research data quality and compliance, directly supporting enhanced accuracy of governmental reporting and international rankings performance.
  • Conducted data manipulation, cleansing, and analysis to identify data issues, and provided actionable recommendations for improving data management and governance.
  • Built and maintained effective stakeholder relationships within the data stewards community through regular working groups, ensuring timely resolution of data-related issues and fostering collaboration across departments.

Application and Data Support Officer

University of Sydney
Sydney, Australia
02.2016 - 01.2017
  • Designed and executed SQL scripts to extract, transform, and load (ETL) data from source to target system, supporting the migration of legacy clinical trials data, ensuring data integrity and accuracy through strict adherence to the data migration strategy.
  • Logged and resolved system bugs and issues, performing rigorous regression testing across DEV, UAT, and PRD environments for major deployments.

Data Analyst

University of Sydney
Sydney, Australia
05.2015 - 01.2016
  • Developed reports and dashboards to support the roll-out of the new budget and project prioritisation process.
  • Performed comprehensive data analysis, including reporting, validation, and data cleansing, to improve data quality and integrity.

Education

Bachelor of Economics -

University of Sydney
01.2015

Skills

  • Data Governance and Data Quality Tools (eg Collibra, Informatica, Alation)
  • Data Analytics and Visualisation Tools (eg Alteryx, Dataiku, Power BI, Tableau)
  • Data Strategy
  • Regulatory Reporting
  • Operational Risk Management
  • Senior Stakeholder Management
  • Project Management

Certification

DCAM Accredited V2

Languages

English
Native/ Bilingual
Chinese (Mandarin)
Native/ Bilingual
Chinese (Cantonese)
Native/ Bilingual
Japanese
Full Professional

References

References available upon request.

Timeline

Associate Director | Group Data Office

Macquarie Group
05.2023 - Current

Senior Manager | Group Data Office

Macquarie Group
05.2021 - 05.2023

Data Governance Manger | Group Data Office

Macquarie Group
07.2019 - 05.2021

Executive | Group Data Office

Macquarie Group
10.2017 - 06.2019

Data Management Officer

University of Sydney
01.2017 - 10.2017

Application and Data Support Officer

University of Sydney
02.2016 - 01.2017

Data Analyst

University of Sydney
05.2015 - 01.2016

Bachelor of Economics -

University of Sydney

Similar Profiles

CREATE PROFILE
Shana Lam