Jason Ehrlich

Jason Ehrlich Email and Phone Number

Head of Business Intelligence @ Technology Credit Union | Analytics | Data Management | Analytic Insight | Process Improvement @ Truist
Charlotte, NC, US
Jason Ehrlich's Location
Charlotte Metro, United States, United States
Jason Ehrlich's Contact Details
About Jason Ehrlich

As the Head of Business Intelligence at Technology Credit Union (Tech CU), I lead a team of data analysts and engineers who provide insights and analytical solutions to support the strategic goals and growth of the organization. I have over 25 years of experience in business intelligence development, analytics, and data management, with a focus on financial services and banking.Passionate about transforming data into value and enabling data-driven decision making across all levels and functions. I have successfully implemented and migrated large-scale data platforms and applications, automated and optimized reporting processes, and developed key performance indicators and scorecards. I am also a Certified ScrumMaster and an MIT Sloan Executive Education graduate in Artificial Intelligence: Implications for Business Strategy. I am always looking for new ways to leverage AI and BI tools and techniques to enhance customer experience, operational efficiency, and competitive advantage.

Jason Ehrlich's Current Company Details
Truist

Truist

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Head of Business Intelligence @ Technology Credit Union | Analytics | Data Management | Analytic Insight | Process Improvement
Charlotte, NC, US
Jason Ehrlich Work Experience Details
  • Truist
    Truist
    Charlotte, Nc, Us
  • Technology Credit Union (Tech Cu)
    Head Of Business Intelligence
    Technology Credit Union (Tech Cu) Jun 2021 - Present
    Us
  • Wells Fargo
    Vice President - Corporate Properties Group - Business Intelligence Manager
    Wells Fargo May 2019 - Jun 2021
    San Francisco, California, Us
    ➢ automate current business intelligence suite of reports and help align resources to provide data/insight KPI consulting to both the internal Corp Properties group heads along with executives.➢ Owner of analytics team supporting $3.1B expense allocation line item for Corporate Properties Group, allocation data model for spend across 7k Wells Fargo managed admin and retail locations.➢ Strategic data road map of Corp Properties Group business intelligence platform and structure, developing a different working model with our IT partners and establishing a governance process to monitor production level database loads.➢ Stood up an Agile team and partnered with IT team to move from a monthly release schedule to bi-weekly. Load balanced internal resources and set up new “send the code” mindset where the business helps code the release.Accomplishments:• Coordinated with 3 groups across Wells Fargo to produce our first Artificial Intelligence model to help predict people movement.• Speaking engagement, @ internal 2 day seminar comprised of the majority of analytically focused participants at Wells Fargo. Presented Artificial Intelligence model; “on-stage” live presentation was viewed by 1,100 people around the globe and produced a net promoter score of 86%, or top 5 presentations over the 2 day period.• Lead product mgr and SME for workforce planning initiative, specifically related to forecasting and analytic support to the Chief Operating Committee. Various tableau dashboards/analytical insights to help monitor building utilization, building exits, building readiness and COVID response metrics.
  • Wells Fargo
    Vice President - Wholesale Banking Customer Experience. Analytic Manager
    Wells Fargo Sep 2013 - Jun 2021
    San Francisco, California, Us
    Vice President, Analytic manager Leadership and deployment of department wide key performance indicator based scorecard to over 400 implementation consultants. Responsible for the decrease in time it takes to implement a sales order form by 30% due to a higher focus on fact based business intelligence and department wide goal setting. In coordination with various data management and business intelligence teams, led the data migration and application transformation effort to move from one business process management (BPM) application to another by managing data flows, managing requirements and leading metric changes across the department. Led the effort to produce a monthly business review deck shared and presented monthly to senior leadership.
  • Wells Fargo
    Vp - Analytics Manager (Mortgage Bankruptcy)
    Wells Fargo Jun 2012 - Sep 2013
    San Francisco, California, Us
    Responsible for the leadership and development of operational reporting for the home loans bankruptcy division (Default Servicing). Managed mid sized team to analyze current industry wide and corp wide trends and present findings to executive level leadership through various presentation methods, including low level, daily updates and monthly business review decks. Implemented first dashboard for each high level process channel and singlehandedly developed BK wide scorecard to track KPI metrics weekly. Also responsible for the development of both capacity and forecasting models.
  • Bank Of America
    Vp - Reporting & Analytics - Mortgage Default Servicing
    Bank Of America May 2009 - Jun 2012
    Charlotte, Nc, Us
    Led large national business intelligence and reporting team during the 2008-2009 financial crisis/recovery directly supporting the Short Sale / real estate owned (REO) operations lines of business located in home loans and insurance.➢ Senior leader, team of 30+ (developers, technical analyst, analytical modelers) with mission: To provide accurate, timely analytical insight, self-service reporting and leadership support for the Short Sale, Real Estate Owned, and Deed in Lieu operations line of business.➢ Daily consulting with operational leaders, and program management office often presenting state of business, suggesting operational process changes and suggested efficiency gains➢ Coordinated with program management office facilitate releases and develop exception reporting around known bugs in releases.➢ Ground up transformation effort included, restructuring and expansion of web development team and established new product specific engagement model. Accomplishments:• Implemented Agile software deployment methodology to develop various (.net/sql back end) applications including:• Applications developed under direct leadership/supervision:• Quality Transformation Control- designed system to QC all outgoing REO files, system was developed to allow Quality Control score and dashboard, and provide feedback to front end associates, based on the quality of work they completed. • REO-Net Present Value Model- Short Sale operations application to calculate the profitability, Foreclosure was more profitable than the Short Sale offer. 7 different sources automated and front end developed and distributed to 1000+ users.• In partnership with the Office of Currency Controller (OCC/MRA) remediated various audit issues, in coordination with internal Risk and Compliance. One of these remediation issues generated $25MM net revenue due to lost fee income.
  • Bank Of America
    Vp - Mis Manager - E-Comm/Atm - Analysis Information Management
    Bank Of America Jan 2006 - May 2009
    Charlotte, Nc, Us
    Executive level analytical support to Multi-National Credit Card product for e-Commerce based marketing channel. Managed migration of Microstrategy based reports to Center of Excellence, and estabilished BI dashboards using Microsoft Reporting and Analytic Services. Led team of 5 to assist in the automation of KPI metrics across ecomm/ATM channel.
  • Bank Of America
    Avp - Process Design (Govt Card Division)
    Bank Of America Jan 2003 - Jan 2006
    Charlotte, Nc, Us
    Served as lead contact for internal analytical performance management requests (Government card specific). Developed spend volume trend line dashboard reporting to assist executive leadership with performance management and resource allocation. Coordinated with team of resources to established guidelines for profitability model along with back end data for pricing model. Performed ground up deployment of Hyperion Essbase OLAP 6.5, including 2 server install and software install/set up. Developed Essbase model to allow Finance to push forecast to server and server automatically return profitability by DoD division. (automated calculators to alleviate manual work around)
  • Mbna
    Analyst - Olap Cube Developer
    Mbna 2000 - 2002
    Charlotte, Nc, Us
    Developer for Hyperion Essbase, and TemTec's Executive Viewer BI reporting tool. Established hourly reporting cube for operations support (call and dollar volume).Acted as lead Hyperion Essbase developer (OLAP).

Jason Ehrlich Skills

Leadership E Commerce Banking Data Warehousing Business Intelligence Tools Executive Management Credit Cards Sql Server Analysis Services Microsoft Powerpoint Thought Leadership Microsoft Azure Data Analysis Forecasting Data Analytics Business Analysis Agile Methodologies Vendor Management Business Insights Team Leadership Process Improvement Default Financial Services Hadoop Sql Server Integration Services Analysis Services Microsoft Excel Risk Management Big Data Pl/sql Business Analytics Essbase Business Intelligence Market Analysis Strategic Data Analysis Business Process Improvement Sql Management Analytical Skills Olap Dashboard Mortgage Servicing Analytics Azure Data Lake Data Visualization Analysis

Jason Ehrlich Education Details

  • University Of Maine
    University Of Maine
    Management Information Systems (Mis) And Marketing
  • Mit Sloan School Of Management
    Mit Sloan School Of Management
    Executive Education: Artificial Intelligence: Implications For Business Strategy
  • West Virginia University
    West Virginia University

Frequently Asked Questions about Jason Ehrlich

What company does Jason Ehrlich work for?

Jason Ehrlich works for Truist

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

Jason Ehrlich's current role is Head of Business Intelligence @ Technology Credit Union | Analytics | Data Management | Analytic Insight | Process Improvement.

What is Jason Ehrlich's email address?

Jason Ehrlich's email address is je****@****way.com

What is Jason Ehrlich's direct phone number?

Jason Ehrlich's direct phone number is +170435*****

What schools did Jason Ehrlich attend?

Jason Ehrlich attended University Of Maine, Mit Sloan School Of Management, West Virginia University.

What skills is Jason Ehrlich known for?

Jason Ehrlich has skills like Leadership, E Commerce, Banking, Data Warehousing, Business Intelligence Tools, Executive Management, Credit Cards, Sql Server Analysis Services, Microsoft Powerpoint, Thought Leadership, Microsoft Azure, Data Analysis.

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