Jason Phillips Email & Phone Number

Denver, Co, Us

Denver, Co, Us

As 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.

San 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.

Omaha, 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.

Omaha, Ne, Us

Directing 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.

Dallas, 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.

Dallas, Tx, Us

Performed 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

New York, Ny, Us

Began 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.

New 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.

New 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.

Mba, Financial Analysis

Ba, Finance