Jason Garza Email & Phone Number

Chicago, Il, Us

Chicago, Illinois, United States

Sales Intelligence & Operations• Co-managed the development of a revenue forecasting Salesforce tool using third party developers now used by over 1,000 TransUnion sellers world wide• Migrated the revenue data of various acquisitions into the TransUnion Salesforce instance to allow for a unified dataset which can be used for reporting purposes• Guided Salesforce and CPQ experts on the finding and cleansing of bad data from the development to production environmentsMarketing Analytics• Developed marketing dashboards to help with the attribution of revenue to various marketing campaigns ensure higher efficiency marketing campaigns• Integrated the marketing data of large acquisitions with TransUnion data to allow the companies' marketing strategies to combine into one, holistic vision

Chicago, Illinois, United States

Change & Data Management Team• Providing automated business solutions for various teams across multiple business lines• Performing data preparation, blending, and visualization using Alteryx, SQL, and Tableau• Identifying, escalating, and resolving system and algorithm performance issues for reporting and automation workflows

Chicago, Illinois, United States

Alternative Investments Client Services Team• Consulted the design of a client onboarding dashboard for Goldman Sachs’ fastest growing alternative investment fund• Promoted controls and automation to simplify risk management and increase efficiency• Maintained the fund rules and operational standards ensuring regulatory compliance is metTransfer Agent Vendor Oversight Team• Coordinated the review of over 100 of Goldman Sachs’ most sensitive institutional clients account setup procedures and wrote formal technical manuals to be utilized by Goldman Sachs and its transfer agent• Completed vendor oversight requirements related to quarterly scorecards, SOC-1/SSAE16 reviews, annual vendor risk reviews, and other related items• Performed a secondary review of processed client requests by transfer agent vendor

Austin, Texas

• Directed, coordinated, and monitored settlement of transactions for alternative funds totaling $21B AUM• Managed liquidity through interacting with custodian bank, external managers, and consultants for long-only investment portfolios totaling $10B AUM• Reviewed and reported quarterly market commentaries for separate and commingled funds

Austin, Texas

• Analyzed spending, fee patterns, and goals of the existing and potential clients which generated savings, investment, and loan growth of approximately $634,000 per month that exceeded monthly projections for growth by an average of ~20%

Maryland Heights, Mo

Bloomington, Indiana

Bloomington, Indiana Area

Masteres Of Science - With Distinction, Business Analytics

Bachelor Of Science - Bs, Finance And International Business

Activities and Societies: Association of Latin Professionals in Finance and Accounting, Hudson & Holland Student Academic Council, Deca.

Bachelor'S Degree, Finance And International Business

Study Abroad

Academic Honors