Jake Wilcox Email & Phone Number

El Segundo, Ca, Us

As the go-to numbers guy and being the in-house Excel wizard, I was able to work on a plethora of projects to drive success in the GTM organization. Key Accomplishments & Responsibilities:• Built entire GTM business intelligence stack from writing the SQL to designing the visuals • Full funnel (MQL to Win) • Retro churn analysis and churn prevention • Customer snapshot, capturing every relevant metric over the customer's lifetime• Forecasting revenue & churn for all lines of business• Churn predictive risk modeling• Lead scoring• Executive reporting

Lehi, Utah, Us

Lehi, Utah, Us

Lehi, Utah, Us

New York, New York, Us

New York, Ny, Us

Mercer is a global HR consulting firm specializing in talent, health, and wealth solutions. I was in the SLC office focusing on Health & Benefits consulting to clients in the Mountain West.The step up from Analyst to Associate meant ownership in client relationships and increased role in strategic planning and project management. Key Accomplishments & Responsibilities:• Negotiated the stop-loss proposals for 30+ clients creating $121k in average savings• Manipulated and analyzed a client’s employee data, creating an in-depth persona analysis driving our strategy and creating ~$700k in savings for our client• Created a dynamic geographic mapping tool that visualized our client's headcount allowing our client teams' to strategically identify and fix coverage gaps for our clients• Owned the training and mentorship of our new analysts

New York, Ny, Us

My promotion to Senior Analyst meant increased ownership and expanding the scope of my existing responsibilities as I had the experience required to see things through myself. This coincided with the rapid shift to remote work due to COVID-19. Key Accomplishments & Responsibilities:• Developed a dynamic analysis model to optimize employer’s total cost share, driving $100k+ in savings• Presented due diligence, virtually and in-person, to client HR and executive teams regularly • Optimized an existing Excel model to be used as the office standard for client deliverables

New York, Ny, Us

As an analyst to senior consultants, I supported client needs assessment, strategy implementation, and benefit program analysis. This included collecting and analyzing healthcare data, coordinating the RFP process, and assisting in client communications and reporting.Key Accomplishments & Responsibilities:• Collected, analyzed, and interpreted health care data for reporting for 10+ mid-market clients monthly • Managed the competing priorities of 10+ clients with an 80% utilization rate; 8 percent higher than average• Coordinated with 20+ vendors to plan multiple health fairs for clients over the course of 8 weeks

Logan, Utah, Us

Same ol' role with a little bit extra. I had the added responsibilities of: • Creating and presenting monthly trainings to other resident assistants• Assuming responsibility of staff supervision when residence director is absent• Serving as right-hand-man to residence director in completing various projects

Logan, Utah, Us

As a Resident Assistant, I was the face of the residence hall. I took personal ownership of creating a positive living experience for my residents through interpersonal leadership. I was responsible for building a community, enforcing University policies, planning events, and resolving conflict and emergencies among the community. Key Accomplishments:• Twice voted by peers as Resident Assistant of the Year• Project manager of 3 award winning events that required 3+ months of planning across a 15+ direct report team• Maintained an 89% approval rating from residents across 3 years• Hosted and marketed “Open Mic Night” at the dining hall improving attendance by ~30% each time

Ch

Chubb Limited is a multinational insurance company that provides a wide range of property and casualty insurance products and services to individuals and businesses worldwide. My internship was with the International Accident & Health team working with Executives to understand their current market penetration and growth opportunities.Key Accomplishments:• Conducted extensive market research on 48 target countries and compiled into a division specific library within the company's intranet for future market research• Powered by the market research, created and implemented an tool analyzing market specific data on market penetration, TAM, and SAM giving executives across the 48 countries the tools needed to increase revenue & market share in their respective markets• Optimized the process and tools used by international management to track progress on product implementation and highlight GTM bottlenecks

Salt Lake City, Utah, Us

My first internship focused on GTM analysis and project management through data-driven initiatives. My primary focus was analyzing Dynatronics GTM motion and understanding opportunities to scale. Presenting directly to C-level executives, I got my first experiences with providing strategic recommendations to senior leadership. My GTM analysis directly resulted in the change of GTM strategy and the creation of impactful slides used directly in corporate investor presentations,My other focus was working with the COO as a project manager, closing a company division two months ahead of schedule. I worked closely with the 10 stakeholders to ensure we were making tactical progress in the project. I combined my Excel skills with project management to create a live tracker to measure the status of the project. My work here was instrumental in organizing our meetings and holding the team accountable.

Atlanta, Ga, Us

Seasonal job as a Driver Assistant.

Menomonee Falls, Wisconsin, Us

Louisville, Ky, Us

Broomfield, Colorado, Us

Bachelor’S Degree, Finance, Economics

Business Management

High School, Business