Jake Poysti Email & Phone Number

Remote

I lead a high-performing Data Analytics team at Acumatica, while managing our Tableau partnership. We leverage Tableau and other advanced tools to transform raw data into actionable insights. By building robust data-driven solutions, we empower teams across the organization to make informed decisions, drive strategic growth, and achieve operational excellence.

Remote

- Leading a team of data visualization experts in: Modernizing company financial reporting and automating reporting processes Building and maintaining Tableau and Acumatica finance dashboards Improving visibility into business performance by deploying effective data visualizations- Brought on massive improvements to the prior Tableau dashboards, leading a team and delegating out tasks and providing structure to the dashboard request submission process, while… Show more - Leading a team of data visualization experts in: Modernizing company financial reporting and automating reporting processes Building and maintaining Tableau and Acumatica finance dashboards Improving visibility into business performance by deploying effective data visualizations- Brought on massive improvements to the prior Tableau dashboards, leading a team and delegating out tasks and providing structure to the dashboard request submission process, while providing updates to stakeholders along the way.- Leads a team of experts in migrating from Dataself to AWS Redshift and Tableau Server allowing Acumatica to be more flexible in managing our own data warehouse instead of relying on an outside vendor.- Instrumental in the success of Acumatica's Tableau Dashboards. Show less

Remote

Modernizing company financial reporting and automating reporting processesBuilding and maintaining Tableau and Acumatica finance dashboardsImproving visibility into business performance by deploying effective data visualizations

Raleigh, North Carolina, United States

- Streamlined monthly loss reporting process by creating an Excel Macro – reduced time needed by 67%- Transformed data using Excel VBA and SAS EG to identify key factors in loan portfolio performance- Built Tableau data visualizations for analyzing forecasting data and variances to actuals – improved forecast accuracy by 12%- Engaged cross-functional team to streamline data gathering for quarterly financial reporting to optimize workflow – resulted in 35% time reduction… Show more - Streamlined monthly loss reporting process by creating an Excel Macro – reduced time needed by 67%- Transformed data using Excel VBA and SAS EG to identify key factors in loan portfolio performance- Built Tableau data visualizations for analyzing forecasting data and variances to actuals – improved forecast accuracy by 12%- Engaged cross-functional team to streamline data gathering for quarterly financial reporting to optimize workflow – resulted in 35% time reduction and 10% increase in accuracy from standardized data flow and reduction in touchpoints- Finance RPA Lead: automated recurring reporting processes by engaging with process owners to uncover ones ripe for automation and building custom RPA scripts to automate time-intensive processes Show less

Raleigh-Durham, North Carolina Area

• Present quarterly results to company senior management leadership team and share key drivers of financial results.• Improve reporting processes and increase use of analytics tools for enhanced analysis with focus on automation, efficiency, and strengthening analytics.• Forecast loan portfolio performance under various economic conditions for both internal and external stakeholders. Identify key factors impacting performance through collaboration with the Risk Modeling and Ops… Show more • Present quarterly results to company senior management leadership team and share key drivers of financial results.• Improve reporting processes and increase use of analytics tools for enhanced analysis with focus on automation, efficiency, and strengthening analytics.• Forecast loan portfolio performance under various economic conditions for both internal and external stakeholders. Identify key factors impacting performance through collaboration with the Risk Modeling and Ops Analytics teams.• Create presentations explaining business results, variances, and forecast changes to leadership with effective communication. Redesign quarterly loss reporting for senior management team leading to better insights and improved discussion of loss performance. Show less

Raleigh-Durham, North Carolina Area

Analyst role in Genworth's Accelerated Talent Development rotational program, a program designed to give a well-rounded understanding of a financial services firm while expanding professional skills and leadership experience.Rotations:Product ManagerIT Project ManagementRisk AnalystOperations AnalyticsAccomplishments:Product Manager• Reduced reporting time for customer rate quote request report by 50% while improving report utility for Sales• Managed… Show more Analyst role in Genworth's Accelerated Talent Development rotational program, a program designed to give a well-rounded understanding of a financial services firm while expanding professional skills and leadership experience.Rotations:Product ManagerIT Project ManagementRisk AnalystOperations AnalyticsAccomplishments:Product Manager• Reduced reporting time for customer rate quote request report by 50% while improving report utility for Sales• Managed a project to streamline the company’s product offerings by decommissioning a low volume product• Developed Products team’s Salesforce case intake process to improve reporting of stakeholder requestsIT Project Manager• Managed a 15-person project to establish a credit reporting agency backup connection• Achieved cost savings of $10,000 by getting a delayed project back on track and to a timely deployment by streamlining business requirements and reducing the delay by two monthsRisk Analyst• Created a Dashboard for weekly reporting of Underwriting metrics for SVPs of Risk and Underwriting providing visibility into the performance of a new Underwriting program• Performed an analysis of the firm’s investments for the Chief Risk Officer, our alignment with Investments Policy, and the impact of a proposal to increase the Foreign Investments allocation• Served as a liaison between IT and Risk to ensure Underwriting platform upgrades met Risk reporting and monitoring functionality needs while maximizing value-add to the businessOps Analytics Analyst:• Streamlined Monthly Operating Expense process by automating data retrieval reducing turn-time by 128% and updating the reports to reflect changes in organizational structure resulting in better visibility into key expense drivers• Created a comprehensive tool in Excel for auditing workouts performed by Loan Servicers allowing the company to exceed regulatory requirements and to get faster at detecting inaccuracies Show less

Raleigh-Durham, North Carolina Area

- Saved 24 hours/year of a Risk Analyst’s time by automating the updating of multiple monthly reports- Built a tool for comparing Risk Model adjustments, facilitating the detection of errors and anomalies- Took over Sr. Risk Analyst work of updating quarterly reports for the CFO on the company’s risk exposure- Presented to Senior Leaders on the business impact and strategic fit of Summer 2015 interns’ workSupported the Risk Forecasting team by assisting with monthly… Show more - Saved 24 hours/year of a Risk Analyst’s time by automating the updating of multiple monthly reports- Built a tool for comparing Risk Model adjustments, facilitating the detection of errors and anomalies- Took over Sr. Risk Analyst work of updating quarterly reports for the CFO on the company’s risk exposure- Presented to Senior Leaders on the business impact and strategic fit of Summer 2015 interns’ workSupported the Risk Forecasting team by assisting with monthly reporting, analyzing delinquent loan cure rates, and developing a tool for comparing forecasting adjustments made to the risk model.I also learned about the PMI market, strengthened my Excel skills, developed my SAS skills, and gained insight into the business of a Fortune 500 insurance company. Show less

Raleigh, Nc

- Ensured on-time launch of Sageworks’ Bank Information product by completing individual work ahead of schedule and helping team members meet the project deadline- Streamlined data collection processes used by the product development team through identifying efficiencies and communicating best practices to team members, collectively saving over 50 work hours- Improved information accuracy on a 8000+ credit union data collection project by implementing a QA process- Received… Show more - Ensured on-time launch of Sageworks’ Bank Information product by completing individual work ahead of schedule and helping team members meet the project deadline- Streamlined data collection processes used by the product development team through identifying efficiencies and communicating best practices to team members, collectively saving over 50 work hours- Improved information accuracy on a 8000+ credit union data collection project by implementing a QA process- Received recognition for being a top 3 performer on a quality control testing projectWorked alongside the product development team in developing a new bank information product (https://bankinfo.sageworks.com). My primary role was to assist the product manager in importing data from the FDIC, OCC, Federal Reserve, and SEC as well as to conduct quality control testing. Show less

Raleigh, Nc

- Developed a database of all 31 real estate development projects in the Business Improvement District resulting in a single source of information on recent and ongoing developments, including estimated cost- Presented the Board of Directors my findings on investments in the area’s market

Charlotte, North Carolina Area

Managed company cash flow, while providing excellent customer service to clientsPerformed nightly audit procedures and corrected errors made by other staff members, ensuring correct and complete bookkeepingEnhanced client satisfaction by coordinating staff response to guest issues

Helsinki, Finland

Assisted customers with their questions about filing for benefits, reducing incorrectly filed and incomplete applicationsRecommended ways to improve company workflow, resulting in reduced application turnaround time

Bachelor Of Science (B.S.), Accounting, Financial Analysis, 4.0 Gpa

Activities and Societies: Finance Club Relevant Courses: Intermediate Financial Accounting, Income Tax Accounting, Public Speaking.

Economics

Completed my senior year of high school at the local community college through a dual-enrollment program, earning credit towards my high.