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Name: Shane Robledo - Data Reviewer Location: Downtown & telework from Silver Spring Age: 42

Ocupation: Deputy CFO, Agency

Shane moved to DC to get his MBA in �nance and worked his way up through governmental ranks. As a Type A personality, Shane’s budget is as tidy and organized as his sock drawer.

A devoted husband and father, Shane coaches his daughter’s travel volleyball team. At 6’4”, he’s a booming presence. He has an active social circle and loves to travel and cook.

Quote

"My goal is to improve data quality and integrity; make it rock solid so it can support good decision-making."

Bio - THE CFO

Design Implications

• Consider allowing some flexibility to override errors • Provide visibility into program-level details • Provide look-ups for recipient name • Reflect standard reporting requirements in dashboards and canned reports • Move toward requirements of sub-award data

Goals & Tasks

• Identifies and corrects error to improve data quality • Reconciles data from general ledger • Ensures agency compliance with laws • Gains real-time insights into cash flow • May also be a Data Creator

Pain Points

• Not all errors should prevent submission (e.g., missing DUNS) • Lack of data standardization • Upload frequency not always logical (e.g., housing loans should be monthly, not bi-weekly) • Missing sub-award data • Reconciliation of contract data when awarding agency differs from funding agency

Attitudes & Motivations

• Grants and contracts from our agency help local economies • Upholds strong financial management principles • Wants agency to stand out for data quality and transparency reporting • Agency decisions must be based on accurate, timely financial information

Skills

Technological - 3/5 Financial - 5/5

Tools

Software - Excell

Browser - IE9 & Chrome

Phone - Blackberry

Computer - Windows Laptop with Monitor