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Courtney E. Smith

Courtney E. Smith

Instructor

Data Strategy

M&T Bank

Technologies

My Portfolio Highlights

My New Course

Understanding Data Science

Insights sculptor, shaping raw information into actionable intelligence.

My Work

Take a look at my latest work.

course

Understanding Data Science

course

Data Governance Concepts

Authored Curriculum

Take a look at the content that I created on DataCamp.

My Most Recent Course

Data Governance Concepts

2 hours16 Videos54 Exercises6,348 Learners

My Certifications

These are the industry credentials that I’ve earned.

Other Certificates

eLearningCurve, LLC Certified Data Steward (CDS)

eLearningCurve, LLC Certified Information Management Professional (CIMP) Ex - Data Quality

DataCamp Course Completion

Take a look at all the courses I’ve completed on DataCamp.

My Work Experience

Where I've interned and worked during my career.

M&T Bank | Dec 2022 - Present

SVP, Strategic Initiatives Manager - Marketing Data Analytics

Collaborate with Chief Marketing Analytics Officer to develop a marketing data analytics strategy and roadmap to advance the bank’s ability to leverage data- driven insights. Review and document marketing campaign data and process flows to identify areas to improve efficiency, reduce costs, and optimize resourcing. Manage strategic operations initiatives for marketing data analytics, including development, coordination, communication, and documentation. Provide ad-hoc analytical support and insights for Multicultural Banking and Executive-level requests using SQL queries, PowerPoint, and Tableau.
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M&T Bank | Jul 2019 - Dec 2022

SVP, Data Strategy Lead

Work with Chief Data Officer to develop new data management roadmap and strategy, including re-creation of the data value chain and designing a new organization structure. Collaborate with HR to standardize data-related job titles and groupings at the bank. Manage execution of Enterprise Data Management Strategy and continuous development of the Enterprise Data Management Framework, Policy and Standards. Responsible for leading the risk/privacy team, including hiring, performance appraisals and coaching. Ensure implementation of internal controls to mitigate risk on an ongoing basis. Identify risk-related issues requiring escalation to senior management and the second line of defense. Coordinate compliance training as well as business continuity and recovery planning. Serve as a data governance point of contact for data domains, including monitoring of data quality rule exceptions and facilitating cross-domain meetings to resolve data quality issues. Develop agendas, prepare presentations and coordinate speakers for monthly Data Steward Council meetings and quarterly town halls. Design and execute surveys to obtain feedback from the data community and department employees to increase engagement and participation during meetings. Serve as audit liaison and ensure successful remediation of audit findings. Monitor quality of data through measurement of enterprise-wide key performance/key risk indicators (KPIs/KRIs) to ensure effective data risk management. Developed a data governance guide to provide training to business line personnel. Created a risk-based escalation process for data quality exceptions leading to a 94% decrease in items out of compliance.

Citi | Jan 2016 - Jul 2019

Senior Vice President

Citi logo CitiCiti 11 yrs 9 mos11 yrs 9 mos Senior Vice PresidentSenior Vice President Full-timeFull-time Jan 2016 - Jul 2019 · 3 yrs 7 mosJan 2016 - Jul 2019 · 3 yrs 7 mos Buffalo/Niagara, New York AreaBuffalo/Niagara, New York Area Provided leadership and direction for ten analysts to execute daily market risk control processes and ensure the accuracy and data quality of 175M+ records while meeting Service Level Agreements. Managed the recruitment, development, performance, and retention of analysts and managers. Served as escalation contact for critical issues and client concerns. Coached employees to proactively address client needs and provide excellent customer care. Created a OneNote guide to increase transparency and streamline the onboarding of new hires. Oversaw internal audit reviews and external regulatory examinations, ensuring clearly evidenced controls. Analyzed critical data elements (CDEs) and collaborated on validity and accuracy rule implementation. Tested system upgrades, enhancements, and new reporting platforms. Built and nurtured strategic partnerships with internal and external stakeholders including independent market risk management, product control, finance, technology, reporting, and audit personnel. Implemented governance policies for market risk system adjustments and calculation requests. Encouraged a self-service model by developing a training program for reporting team partners. Reduced reliance by 30% on end-user computing processes in MS Access and MS Excel, driving transformation projects aimed at automation. Executed cross-functional projects focused on aligning risk business hierarchy with finance structure. Presented Citigroup’s market risk data quality process at a London conference in order to provide assurance to German regulators on control efficacy. Prepared and presented a resource request to senior leaders at Citi to expand the team’s scope and responsibilities. Successfully obtained approval and budget to open 10 additional analyst and manager roles.

Citi | Apr 2013 - Dec 2015

Vice President

Conducted daily regulatory credit risk capital charge reporting and trend analysis for one of Citi's largest legal entities. Proactively identified data quality improvements and worked with multiple departments, including IT, Finance, Operations, Front Office and Legal to resolve various data quality issues impacting the Firm’s capital charge. Interacted with senior management to produce ad-hoc analyses upon request. Managed and trained a small team of analysts, including conducting mid-year / year-end assessments and assisting with goal setting and development plans.

Citi | Nov 2007 - Apr 2013

Assistant Vice President - Market Risk Reporting

Designed, created and produced daily risk reports using Microsoft Access and Excel to monitor factor sensitivity, market risk limits, value-at-risk, and revenue. Worked with risk managers to validate limit utilizations, gather commentary and address limit breaches. Provided data to risk management and the business in response to audit, stress testing and ad-hoc related queries. Developed and maintained close working relationships with risk management, the business, technology teams, financial control and other support groups. Devised and improved processes to aggregate factor sensitivity across various trading platforms. Used Bloomberg to provide pricing history and other security information to risk managers for analysis.

Harold C. Brown & Co., LLC | Jan 2006 - Nov 2007

Registered Sales Assistant

NASD Series 7 and 63 Registered. Provide support to three investment professionals and high net-worth clients and serve as a liaison between various departments within the firm. Open new accounts including preparation and processing of all account paperwork. Handle client requests including security trades, wire transfers and check requests. Answer questions and inform clients of account changes resulting from corporate actions or security trades. Responsible for organization of all client data. Prepare performance reports, portfolio reviews and asset allocation models. Provide tax information to accountants and estate valuations to attorneys. Arrange travel, schedule client meetings and prepare expense reimbursements.

Nixon Peabody LLP | May 2004 - Jan 2006

Legal Assistant

Provided support to senior partner including editing and proofreading documents, dictation, travel arrangements, time entry and expense reimbursements. Responsible for editing and issuing over 300 client bills per month totaling over $1 million. Managed accounts receivable and assisted in collecting payment for outstanding client invoices. Handled accounts payable including payment of vendor invoices and monthly parking expenses for all employees. Assisted in hiring and recruiting new employees including reviewing resumes, selecting candidates for interviews and participating in interviews. Served as back up for office administrator. Maintained and updated Buffalo office website.

Hogan & Willig PLLC | Sep 2003 - Mar 2004

Legal Assistant

Created instruction booklet detailing duties of Mortgage Legal Assistant. Prepared new mortgage files for processing. Communicated with clients via correspondence and telephone. Ordered tax receipts, title certificates and property searches. Responsible for submitting final recorded documents and title policies to lenders. Assisted and participated in closings. Responsible for paying county and school taxes for properties held in escrow. Met with clients to correct post-closing issues. Traveled to various law firms, banks and county clerk offices to deliver documents and funds. Prepared 1099 tax forms for buy/ sell transactions.

Jones Day | Jul 2002 - Jun 2003

Project Assistant

Provided general corporate housekeeping for various Fortune 500 companies. Worked directly with Senior Corporate Paralegal on Equity and Securities transactions. Attended, prepared for and engaged in closings. Assisted attorneys during closings, prepared closing binders and created and maintained client files/corporate books. Handled various corporate projects and conducted due diligence and heavy proofreading. Performed LIVEDGAR and Internet research for corporate/public documents, SEC filings, etc. Responsible for the distribution of confidential records and materials. Traveled to New York Stock Exchange, Depository Trust Company, city banks, firm clients, and other law firms for document certification/legalization. Attended legal assistant seminars and conferences regarding legal research and computer training.

My Education

Take a look at my formal education

Bachelor of Arts (B.A.), PsychologyCornell University | 2002

About Me

Courtney E. Smith

Courtney currently works at M&T Bank as a Strategic Initiatives Manager for Marketing Data and Analytics, and spent the previous three years focusing on data governance in M&T Bank's Enterprise Data and Analytics Office. Courtney holds a bachelor's degree from Cornell. By taking on a part-time instructor role with DataCamp, Courtney fulfilled a childhood dream of being a teacher — all those years of playing school have finally paid off!

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