Business Intelligence & Analytics Leader | Turning Data into Strategic DecisionsWith over two decades of experience in analytics and business intelligence, I specialize in transforming data into actionable insights that drive business growth and informed decision-making. My expertise spans:• Building and leading high-performance analytics teams• Developing comprehensive BI ecosystems and KPI frameworks• Leveraging analytics and statistical insights for strategic planning and execution• Translating complex data into clear, impactful stories for leader at all levelsThroughout my career at companies like TD Ameritrade, Moneygram International, and Onramp Invest and now my own BI consultancy Impact by Insight I have consistently delivered results by:1. Designing and implementing analytics functions from any starting point2. Elevating teams to provide higher-value insights and kill pointless time consuming BAU3. Aligning analytics initiatives with core business objectives4. Fostering cross-functional collaboration to drive data-driven decision makingMy approach combines technical proficiency in tools like Excel, SnowFlake, ThoughtSpot, Tableau, and SQL with a keen business acumen, ensuring that analytics directly support organizational goals and priorities.If you're looking to harness the power of data to fuel your business strategy, let's connect. I'm passionate about partnering with forward-thinking organizations to unlock the full potential of their data assets and drive measurable business outcomes.Key areas of expertise:• Financial Analysis & Modeling• Customer Behavior Insights• Marketing Impact & Campaign Analytics• Price Sensitivity Analysis• Predictive Analytics & Forecasting• Data Integration & Mining• Business Intelligence StrategyLet's transform your data into your competitive advantage.
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Co-FounderImpact By Insight Apr 2022 - PresentDenver, Co, UsAs Co-Founder my job is to help businesses achieve data driven objectives and scale the company. Our mission is to make the same analytical tools that help large businesses thrive accessible to firms of all sizes while building a company designed by analysts for analysts. Our engagements are designed to be so beneficial to the business that they pay for themselves. With business intelligence talent scarce, why hire one analyst with a limited toolset where instead our range of talented specialists can be pooled to produce far more value at an affordable cost? We have decades of experience in a wide range of disciplines (Marketing, Sales, Product, Operations and Executive to name a few) and we can work any tech stack, allowing for immediate availability that gets things moving fast. The solution you need to turn any set of disparate tools into the data driven, actionable insights you need is here. -
Director Of AnalyticsOnramp Invest May 2021 - Nov 2021San Diego, Ca, Us• Helped an infant company raise substantial capital by producing models, KPIs and decks that helped investors understand the path to scaling.• Built an initial KPI set that gave us insights on performance from day one. -
Director Of Analytics - Inst. Product Sales And MarketingTd Ameritrade Aug 2019 - Apr 2021Omaha, Ne, Us• Led an excellent team of analytical leaders that provided crucial KPIs and business insights as the business scaled from $100B in AUM to $900B. • Learned the art and science of analytics from a culture obsessed with informed decision making, creating strategic and tactical decision support tools for Marketing, Sales, Technology, and Product leaders. -
Manager Of Product AnalysisTd Ameritrade May 2011 - Aug 2019Omaha, Ne, UsDirecting a nine-person team, I own analytics in Product, Sales, and Marketing for a $1B in annual revenue division. Leveraging my background in predictive analytics and advanced statistical techniques to drive effective, strategic, and enterprise-scale decision-making, I work with stakeholders to provide the insights to set and implement the vision for business leaders.
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Manager Of Consumer To Consumer AnalysisMoneygram International Inc. Mar 2008 - May 2011Dallas, Tx, Us• Thrived in helping the business produce customer facing insights that allowed the sales team to have more tactical conversations around trends, enabling consultative selling that became a competitive advantage. -
Sr. Financial Analyst/Financial AnalystMoneygram International Inc. May 2005 - Mar 2008Dallas, Tx, UsPerformed analytical duties for MoneyGram in wide range of activities including:• Cost benefit analysis • ROI analysis• Pro-forma analysis• Compensation analysis • Opportunity analysis • Price sensitivity Analysis• Dashboard and scorecard design and presentation• Business review design and presentation• Ad-hoc analysis projects• Forecasting and budgeting for micro and macro environments
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Team Lead Of The Market Data Analysis TeamMcgraw-Hill Aug 2003 - May 2005New York, Ny, UsBegan my leadership journey and learned the importance of data quality from a firm that has turned data quality into a business model that has lasted for decades.Managing day-to-day team activities, I led and motivated a three-person team in all functions related to corporate structure impacts of SNPs Compustat product (now known as Capital IQ). This included driving productivity, quality, and performance in accordance with the relevant guidelines and business goals. In a prior role, I supervised 13+ financial statement analysts with success meeting productivity quotas each peak season. Serving as a positive change agent, I guided the team to modify workflows, processes and procedures, and product features and proactively communicated challenges and drivers to ensure motivation and empowerment. -
Manager Of Financial ResearchMcgraw-Hill Apr 2001 - Aug 2003New York, Ny, Us• Managed a team of 13 people that completed financial statement analysis for delivery through Standard and Poor’s Compustat products.• Oversaw performance appraisals, conducted candidate searches and performed other managerial tasks.• Motivated team members toward goals and objectives senior management set for the group by creating a system that allowed for extra compensation in the form of electronics that provided an increase in productivity at little cost.
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Financial ResearcherMcgraw-Hill May 1999 - Apr 2001New York, Ny, Us• Performed financial statement analysis using a Standard and Poor’s internally developed application and proprietary processes.• Assisted in developing an improved training program that ultimately made the program friendlier and improved new hire retention. This program used feedback from new hires to continue to alter the classes and this practice continues today.
Jason Phillips Education Details
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University Of Colorado DenverFinancial Analysis -
Colorado State UniversityFinance
Frequently Asked Questions about Jason Phillips
What company does Jason Phillips work for?
Jason Phillips works for Impact By Insight
What is Jason Phillips's role at the current company?
Jason Phillips's current role is Co-Founder | Impact by Insight LLC.
What schools did Jason Phillips attend?
Jason Phillips attended University Of Colorado Denver, Colorado State University.
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