Jason Whitby

Jason Whitby Email and Phone Number

VP Private Client Billing at AllianceBernstein @ AllianceBernstein
new york, new york, united states
Jason Whitby's Location
Franklin, Tennessee, United States, United States
Jason Whitby's Contact Details

Jason Whitby personal email

n/a
About Jason Whitby

Highly motivated Finance professional. Successful at implementing efficient processes and Business workflow for consistent results. People manager with excellent results in associate deveolpment and engagement. Proactive, analytical, detail-oriented professional with high learning agility. Skilled in financial and data analysis. Successful in working with cross-functional teams and building collaborative relationships. Experience in communicating one-on-one and small groups, and across all levels of an organization. Exceptional team leader and manager of associates.

Jason Whitby's Current Company Details
AllianceBernstein

Alliancebernstein

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VP Private Client Billing at AllianceBernstein
new york, new york, united states
Website:
abglobal.com
Employees:
4615
Jason Whitby Work Experience Details
  • Alliancebernstein
    Vp Private Client Billing
    Alliancebernstein Feb 2021 - Present
    Nashville, Tennessee, United States
  • Alliancebernstein
    Avp Private Client Billing
    Alliancebernstein Nov 2018 - Feb 2021
    Greater Nashville Area, Tn
    - Manage the department responsible for billing of investment management fees for all private clients- Moved and restructured team in transition from NY office to Nashville- Identified efficiencies to shorten the quarter fee process by an entire month- Modeled portfolio estimates for large, complicated investment strategies- Forecast and communicate projected revenue to Sr. management
  • Comdata
    Director Of Partner Compensation
    Comdata Nov 2016 - Oct 2018
    Brentwood, Tn
    ▪ Lead and Manage a team responsible for $500M in annual rebate payments▪ Successfully implemented a new process to review, audit and set-up all new rebate contracts▪ Drove change within the sales team on process improvements thru successful collaboration with senior sales leaders▪ Responsible for providing updates to Senior Management in the areas of Rebates and Spend▪ Implemented several new auditable controls to ensure department accuracy and traceability▪ Turned around a failing department, reduced head-count, and increased performance and efficiencies
  • Mars Petcare
    Finance Outbound Lead
    Mars Petcare Jan 2015 - Mar 2016
    Franklin, Tn
    - Project lead for all Finance outbound (Order-to-Cash) facets of a business integration and joint system implementation (SAP/AS400) for a $1B acquisition- Co-developed and authored a “Hybrid” system approach for Order-to-Cash process flow- Business Process Expert (BPE) for Outbound Finance and Inter-Company Business- Responsible for Daily/Weekly project updates to Steering team, as well as partnering with business lead co-pilots for after-action troubleshooting- Helped craft testing strategy for BIT cycles, including script creation and validation- Crafted external customer communication regarding business change over, data freeze, transition and black-out dates, as well as vendor set-up and requirements
  • Mars Petcare
    Finance Manager
    Mars Petcare May 2006 - Jan 2015
    Franklin, Tn
    - Co-piloting sales teams and driving volume growth through advanced analytics and customer partnerships- Managed the pricing and trade data for all Pet businesses- Finance co-pilot for Strategic customers (i.e. WM, Target, Kroger, etc.)- Drove consistent reduction in Non-Working Trade dollars ($7MM in 2012)- Hailed for exceptional collaboration skills, team building and delivering results- Currently managing a team of 12 high-performing associates- Led several efficiency initiatives that resulted in overall team headcount reduction, while increasing overall workload and metrics- Strategically implemented the Customer Finance system integration for two business units- Served as key member on the team to revamp the price card strategy- Assisted in negotiation of swell agreements with top customers- Forecast and Manage trade budget commitments- Manage and analyze weekly/period updates on team deductions and communicate findings to senior management- Led system development from creation to implementation of several modules- Responsible for all aspects of AR, including cash application, collections, credit and deductions- Manage all pricing and allowances for $5B business- Cash and cost improvements through implementation of better processes and efficiencies- Significant improvement in ADP, ADC, deduction generation, repayments and non-working
  • Southwestern College In Cincinnati (Tri-County)
    Adjunct Professor
    Southwestern College In Cincinnati (Tri-County) 2001 - 2006
  • Fidelity Investments
    Investment Broker
    Fidelity Investments 1997 - 1999
    Cincinnati, Ohio Area
  • H J Meyers
    Investment Broker
    H J Meyers 1996 - 1997

Jason Whitby Skills

Forecasting Financial Reporting Cross Functional Team Leadership Sales Finance Trade Funds Consumer Products Process Improvement Erp Change Management Leadership Strategic Planning Management Analysis Strategy Pricing Team Building

Jason Whitby Education Details

Frequently Asked Questions about Jason Whitby

What company does Jason Whitby work for?

Jason Whitby works for Alliancebernstein

What is Jason Whitby's role at the current company?

Jason Whitby's current role is VP Private Client Billing at AllianceBernstein.

What is Jason Whitby's email address?

Jason Whitby's email address is ja****@****fem.com

What is Jason Whitby's direct phone number?

Jason Whitby's direct phone number is +161537*****

What schools did Jason Whitby attend?

Jason Whitby attended Ohio University, Xavier University.

What are some of Jason Whitby's interests?

Jason Whitby has interest in Youth Sports Coach, Baseball, Basketball.

What skills is Jason Whitby known for?

Jason Whitby has skills like Forecasting, Financial Reporting, Cross Functional Team Leadership, Sales Finance, Trade Funds, Consumer Products, Process Improvement, Erp, Change Management, Leadership, Strategic Planning, Management.

Who are Jason Whitby's colleagues?

Jason Whitby's colleagues are Hakan Kaynak, Janet Antolin, Kurshedali Mansuri, Sojib Bijoy, Michael Howard, Priyanka Biswas, Jansen Wong.

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