Jacob Willson Email & Phone Number

Rome, Ny, Us

Boston, Massachusetts, United States

Redmond, Wa

Greenwater, Wa

Greater Seattle Area

Greater Boston Area

• Collaborated in a cross-functional team to define key metrics and analyze data across business units, transforming Salesforce data into actionable insights • Drove process improvement initiatives informed by research and data insights enhanced reporting efficiency and accuracy through automation and the implementation of Tableau Analytics.• Created and distributed comprehensive reports on key metrics, including bookings, revenue, capacity modeling, and product cycle time, providing stakeholders with critical insights to support strategic decision-making and drive business performance.

Boston, Ma

•Worked closely with consultants and managers on client-based project deliverables•Provided client and industry research for business development and thought leadership initiatives•Managed several small internal projects including HubSpot data clean-up and website activity reporting

Marlborough, Ma

•Planned the global roll-out of an OpenText Vendor Invoice Management System to 41 countries•Supported the upgrade of the OpenText Invoice Management System in the United States•Tracked and communicated project status, issues, timelines and action items•Facilitated regular process improvement initiatives with cross-functional teams

Greater Boston Area

•Supported the U.S. Finance and Sales Operations Team with reporting and analysis•Collected, manipulated, and uploaded all POS data from key, moderate, and internet accounts•Tracked debits and credits to ensure cost center accuracy•Created detailed expense schedules to plan and estimate operating expenditures

•Created, maintained, and administered regularly scheduled reports for domestic and international accounts•Fulfilled and analyzed all ad hoc reporting needs (i.e. forecasting, logistic, and POS analysis)•Performed market and sales analysis to establish design and inventory trends when coordinating programs •Organized weekly reports meetings and presented directly to Management and Product Development•Continuously innovated all aspects of reporting and analysis to accommodate changing business needs•Performed company-wide Excel training and assisted with IT maintenance•I have also taken every 8th & Walton Retail Link Trianing

Master Of Science - Management, Project Management, Finance & Economics

Activities and Societies: Venture Coach - IDEA Venture Accelerator Program at Northeastern University Project Manager - Capstone.

Bachelor Of Business Administration (B.B.A.), Technology Management

Activities and Societies: Assistant to the Executive Director of the Sustainability Department at Alfred State

Education record