Jake Doyle Email & Phone Number

Phoenix, Arizona Area

Manager, Network Engineering and Optimization. Currently lead team of analysts and industrial engineers to evaluate processes and systems and implement capability improvements

Phoenix, Arizona Area

Program Manager - voice of the customer technology. Lead program office to implement technology solutions for customer survey sampling process.

Performed business analysis and led implementation of both large and small-scale technology and process projects. Ownership of reporting of asset management business line. Acted as liaison between business leaders and technology developers to successfully deliver cost effective and on time value added projects• Designed & partnered with technology to deliver over 2 dozen reports for asset management business line to provide key industry & sales information for integration of newly acquired fund company• Provided ad-hoc analysis to support budgeting and planning process and help evaluate sales results as compared to mutual fund industry trends. • Drove new team structure and chosen to provide leadership and work direction for team of business analysts after operations and reporting department was restructured. • Led successful testing and implementation of new reporting tool that resulted in allowing the team to maintain work volumes with 20% less resources and provided increased metrics for leaders. • Led the design & implementation of a new end-to-end process to prioritize new and in progress reporting projects received from over 400 business partners in 10 different departments that resulted in successfully delivery of over 80 reporting and operations initiatives in less than 6 months

Acted as working manager with ownership of & responsibility for product compensation development & design for the Ameriprise Broker Dealer while providing leadership for Business Analyst. Acted as liaison between business area and technology. Partnered with Finance & Product leaders to support budget goals and revenue growth.• Successfully delivered 30-50 investment and Insurance product compensation designs/changes annually with only 2 resources• Provided strategic direction and industry product benchmarking to deliver competitive GDC rates and compensation programs within budget and legal/compliance requirements • Performed quality analysis for existing compensation rates and programs and influence change • Provided analysis to Broker Dealer Lead Financial Officer to evaluate and manage financial impact of new products & compensation changes

Evaluated and administered advisor and sales leader compensation programs to support a pay for performance environment and led development initiatives that increased effectiveness and efficiency of sales compensation programs.• Provided analysis and presented results to gain approval for pricing of sales scorecards for over 10,000 financial advisors and sales leaders that supported the planning and budgeting process• Led analysis, implementation, and testing of multi-million dollar transition bonus program resulting from spin off from American Express• Drove design of new process and analysis to evaluate advisor and product compensation against key competitors that led to new rules and requirements for advisor migration within the organization

Led Project & team of 8-12 employees, contractors, & temps for testing work stream and reconciliation of hundreds of general ledger and balance sheet accounts for new Hyperion multi-business line financial consolidation system. • Developed and delivered a methodology & process for testing and fixing system issues during testing and development project phase that reduced cost of external resources needed to complete the project • Represented work stream on project steering committee and provided strategic planning for project team • Replaced IBM Consultant as liaison between technology and business partners to satisfy testing of project requirements

Responsible for accurately compiling and analyzing financial results for CSBS business unit and act as SME/ project lead for select CSBS reporting project. Provided Monthly variance analysis for financial results.• Created new Excel based reporting packages and Essbase process that required 2 less resources to complete monthly while increasing the internal control and accuracy of the reported results • Provided ad-hoc analysis that provided vital key metrics and indicators to support decision-making regarding monthly financial results for budgeting & forecasting.

Influenced and aided Senior Management in decision-making regarding potential opportunities by providing information, analysis, and recommendations through business cases including financial & business analysis.• Created business case and CBA analysis to evaluate an international opportunity to create a Financial Planning distribution model that allowed leaders to make an informed decision regarding economics of building from scratch in that market.• Provided financial and product profitability analysis for evaluation of a potential acquisition of, or a partnership with multiple Canadian asset managers to increase the company’s international distribution

Evaluated and reported the progress and effectiveness of employee advisor compensation programs and group benefits including recommendations for improvements as needed to support corporate goals- Responsible for planning & budgeting for 1st-year advisor programs and benefits for over 1,700 employee advisors & field sales leaders. - Participated in new compensation development projects including the design of a new employee compensation program and provide decision support through analysis and empirical data.