Applying my analytical skills across a wide variety of business challenges and industries. I have over seven years of work experience in Fintech and Investment Management, including leading marketing and product analysis at Root Insurance Company and managing liquid alternative investment portfolios at Nationwide. I excel at complex problems and love learning :)
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Senior Manager AnalyticsUpwork Jul 2024 - PresentSan Francisco, California, UsCollaborating with the team to realize our biggest bets. -
FounderOmega Strategy Group Dec 2022 - PresentOmega Strategy Group is a strategy and analytics firm tailored for small businesses and startups. We aim to be the last strategy partner you will ever need. -
Analytics ManagerRoot Inc. Nov 2020 - Nov 2022Columbus, Ohio, Us• Managed up to 9 analysts across Marketing and Growth product lines, overseeing a ~$400M annual budget for performance marketing (Google, Facebook, etc.), brand media (TV, Radio, Sports Marketing, etc.), and partnerships with companies like with Carvana, Chime, GasBuddy and Goosehead.• Established new data pipelines, defined KPIs, determined incrementality testing strategy, and collaborated with Finance to create partnership P&L statements.• Collaborated with Marketing and Product executive leadership to define budget, success criteria, and customer targeting strategy, resulting in more efficient resource allocation and a significant increase in marketing Return on Ad Spend (ROAS).• Designed high visibility TV and Radio advertising experiments and developed Root’s Sports Marketing strategy with Denver Broncos for ‘22-23 season.• Spearheaded a company-wide ‘Know Your Numbers’ initiative, successfully increasing metric accountability and better communication between Product, Analytics, and executives.• Oversaw large-scale analytics infrastructure projects including stakeholder self-serve dashboards, automated A/B Test monitoring, and anomaly detection. These initiatives increased product velocity by 7% while also increasing analytics throughput by enabling decentralized, data-driven decision-making.• Led analytics sprint planning, organization design, and career development. Directed improvements to work samples and onboarding that contributed to headcount growth from 2 to 9 during this time. -
Lead Product AnalystRoot Insurance Company Apr 2019 - May 2020Columbus, Ohio, Us• Led a team of 2 analysts in collaboration with product and engineering partners to deliver a best-in-class onboarding experience across Root’s website, mobile applications, and third-party API integrations.• Created test requirements and analyses for over 50 A/B tests. Monthly visit-to-quote creation increased 15% relative during this time.• Analyzed features’ performance using SQL, implemented Bayesian approach to A/B testing via python (pandas, NumPy, SciPy, matplotlib), and visualized in Tableau. • Developed a SQL-based fraud detection system that identified suspicious activity in real-time and saved $2M annually by preventing fraudulent referral redemptions. -
Investment Analyst - Liquid AlternativesNationwide May 2018 - Apr 2019Us• Oversaw $2.3B in investments across hedge funds, emerging market debt, and public equity, including personally managing a $220M multi-strategy hedge fund platform.• Conducted quantitative due diligence using multivariate and stepwise regression, heatmaps and principal components analysis in python (seaborn, sklearn) and Excel. -
Investment Analyst - Real Estate InvestmentsNationwide Jun 2015 - May 2018Us• Originated $1.2B+ in commercial mortgage loans through 37 deals across all property types and created a global pipeline reporting tool tracking 900+ deals ($20.4B), enhancing portfolio visibility and real-time market data, leading to the acceptance of 3 additional territories after 18 months. -
Investment Management InternBattelle May 2014 - Dec 2014Columbus, Ohio, Us- Provided comprehensive support to Battelle’s investment programs. Programs included $2.3 billion pension, $1.8 billion 401(k), and a $500 million balance sheet portfolio.- Reduced yearly recurring write-down expense significantly by adjusting the quarterly impairment analysis of the balance sheet’s available-for-sale securities.- Received an Outstanding Performance Award in recognition of impairment and audit upkeep.- Analyzed a broad alternative investments portfolio, reviewed pitch books and produced periodic reporting. -
Research AssistantThe Ohio State University Aug 2012 - Jun 2013Columbus, Ohio, Us- Worked with several finance professors and graduate students to produce a Global Innovation thesis on creating competitive advantage in foreign countries.- Implemented SWOT framework on several Fortune 500 companies for corporate strategy analysis. -
Incoming Student ResearchThe Ohio State University Aug 2011 - Jun 2012Columbus, Ohio, Us- Managed all aspects of telephone contact from Ohio State to potential incoming freshman in Chicago.- Streamlined the calling process through external research that led to a 67% increase in student engagements.- Accepted an opportunity to serve on a student board trip to Chicago to speak with students.
Jason Head Education Details
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The Ohio State University Fisher College Of BusinessFinance
Frequently Asked Questions about Jason Head
What company does Jason Head work for?
Jason Head works for Upwork
What is Jason Head's role at the current company?
Jason Head's current role is Analytics Leader | Prev: Root, Nationwide.
What schools did Jason Head attend?
Jason Head attended The Ohio State University Fisher College Of Business.
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