Operations Analyst
Current
Mar 2024 - Present
AeroLeads people directory · profile
Jared Bales Email & Phone Number
Operations Analyst
at
Advantive
1 work email found
@slalom.com
LinkedIn matched
✓ Verified May 2026
4 data sources
Profile completeness 86%
Who is Jared Bales? Overview
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Quick answer
Jared Bales is listed as Operations Analyst at Advantive, based in Belgrade, Montana, United States. AeroLeads shows a work email signal at slalom.com and a matched LinkedIn profile for Jared Bales.
Jared Bales previously worked as Operations Analyst at Slalom and Supervisor, International Reconciliation Team at Parametric. Jared Bales holds Bachelor Of Science (Bs), Financial Economics And Accounting, 3.6 from University Of Redlands.
Company email context
Email format at Advantive
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{first}.{last}@slalom.com
86% confidence
AeroLeads found 1 current-domain work email signal for Jared Bales. Compare company email patterns before reaching out.
Profile bio
About Jared Bales
I am a very passionate and driven individual that has worked both within the finance field, managing a small team of 10 that reconciled international funds, and within consulting operations where I created yearly forecasts and customized reports within Excel and Salesforce.I enjoy viniculture and helping out in my parents small business ventures.Working within the financial sector has given me exceptional knowledge of international and domestic trading and the varies corporate actions that one can experience with the different securities. It has also allowed me to become well versed in advanced Excel skills, use of Bloomberg and the ability to communicate with both external and internal parties.My work in Salesforce Operations provided me with hands on experience working within the different objects and fields of Salesforce as well as allowing me to integrate the Salesforce data with Excel reports to create robust and customizable dashboards for the leaders of many different practices.
Current workplace
Jared Bales's current company
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6 roles
Jared Bales work experience
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Operations Analyst
Created reports and dashboards in Salesforce to provide business leaders withvaluable insights that enabled them to manage their practices better and react ina ever changing environment.Used Excel to create custom, interactive and refreshable reports that businessleaders used to view live data to track how the progress of their teams and thebusiness as a.
Sep 2021 - Sep 2023
Supervisor, International Reconciliation Team
Managed a team of 10 members that reconciled 498 accounts daily with over 81 billion total AUM. Oversaw the team transition into a new reconciliation and trading system while communicating with management to improve the initial system flaws and streamline the processes.Recommended, developed and implemented policies and programs that guided our team in.
Feb 2021 - Sep 2021
Portfolio Administrator
Used Microsoft Excel and other data sources to reconcile up to 4,500 separate client accounts under varying custodian types each with a different data source, all while under a strict deadline.Improved the current reconciliation process by removing many of the manually inputs and creating an excel macro that saved up to an hour of work as well as avoiding.
Jul 2018 - Jan 2021
Junior Associate
Jan 2018 - Jun 2018
Intern
Jason P. Wegis Accountancy
Intern for the forensic accounting firm Jason P. Wegis Accountancy. The firm handled high profile litigation cases involving divorce and other family matters. I would analyze various tax sheets then use Excel to gather and summarize the relevant data for a set period of year as well as analyze different bank and credit statements for multiple years and use.
Jun 2016 - Aug 2016
2 education records
Jared Bales education
Bachelor Of Science (Bs), Financial Economics And Accounting, 3.6
Bachelor Of Science - Bs, Accounting And Finance
FAQ
Frequently asked questions about Jared Bales
Quick answers generated from the profile data available on this page.
What company does Jared Bales work for?
Jared Bales works for Advantive.
What is Jared Bales's role at Advantive?
Jared Bales is listed as Operations Analyst at Advantive.
What is Jared Bales's email address?
AeroLeads has found 1 work email signal at @slalom.com for Jared Bales at Advantive.
Where is Jared Bales based?
Jared Bales is based in Belgrade, Montana, United States while working with Advantive.
What companies has Jared Bales worked for?
Jared Bales has worked for Advantive, Slalom, Parametric, Axa Advisors, Llc, and Jason P. Wegis Accountancy.
How can I contact Jared Bales?
You can use AeroLeads to view verified contact signals for Jared Bales at Advantive, including work email, phone, and LinkedIn data when available.
What schools did Jared Bales attend?
Jared Bales holds Bachelor Of Science (Bs), Financial Economics And Accounting, 3.6 from University Of Redlands.
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