Joe B.
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Joe B. Email & Phone Number

Data-Driven Finance Professional at SCS Financial
Location: Greater Boston, United States, United States 8 work roles 3 schools
1 work email found @scsfinancial.com 2 phones found area 802 LinkedIn matched
4 data sources Profile completeness 86%

Contact Signals · 1 work email · 2 phones

Work email j****@scsfinancial.com
Direct phone (802) ***-****
LinkedIn Profile matched
3 free lookups remaining · No credit card
Current company
SCS Financial
Role
Data-Driven Finance Professional
Location
Greater Boston, United States, United States
Company size
117 employees

Who is Joe B.? Overview

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Quick answer

Joe B. is listed as Data-Driven Finance Professional at SCS Financial, a company with 117 employees, based in Greater Boston, United States, United States. AeroLeads shows a work email signal at scsfinancial.com, phone signal with area code 802, and a matched LinkedIn profile for Joe B..

Joe B. previously worked as Vice President Finance at Scs Financial and Senior Finance Associate at Scs Financial. Joe B. holds Bachelor Of Science (Bs), Finance, General from Miami University Farmer School Of Business.

Company email context

Email format at SCS Financial

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*@scsfinancial.com
71% confidence

AeroLeads found 1 current-domain work email signal for Joe B.. Compare company email patterns before reaching out.

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Profile bio

About Joe B.

Professional with 7 years in the Financial Services industry with extensive experience with the Microsoft suite of applications, particularly Excel, PowerPoint and Word. Also skilled in Tableau visualization, process automation in Alteryx, Python development and SQL querying to retrieve data from relational databases.I spent the first two years of my professional career at JP Morgan Chase & Co in the Financial Analyst Development Program and upon graduation from the program, moved into a Financial Planning & Analysis role and have been there for the last 3 years. I have learned a lot about how to thrive in a fast-paced environment and am passionate about my future leveraging data to improve the businesses in which I work. Skills: Data Science, Data Analysis, Machine Learning, Tableau, Alteryx, Supervised Learning, Data Wrangling, Exploratory Data Analysis, Python (Pandas, Numpy, scikit-learn, matplotlib), SQL, Statistics, Microsoft Excel, PowerPoint, and Word

Current workplace

Joe B.'s current company

Company context helps verify the profile and gives searchers a useful next step.

SCS Financial
Scs Financial
Data-Driven Finance Professional
boston, massachusetts, united states
Website
scsfinancial.com
Employees
117
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Company profile
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8 roles

Joe B. work experience

A career timeline built from the work history available for this profile.

Vice President Finance

Current
Scs Financial

Boston, Massachusetts, United States

  • Manage comprehensive financial planning, analysis, and forecasting processes to drive strategic decision-making.
  • Guide cross-functional teams in the development and execution of an annual budget for optimized resource allocation and strategic goal attainment.
  • Orchestrate periodic budget reviews with management to communicate and plan based on the needs of the business.
  • Lead firmwide financial reporting.
Jan 2024 - Present

Senior Finance Associate

Scs Financial

Boston, Massachusetts, United States

  • Led the implementation of a financial forecasting software that is used to drive firmwide financial reporting
  • Managed firmwide financial reporting and business analytics
  • Established robust data governance and reporting processes to enable delivery of actionable insights to management
May 2022 - Dec 2023

Finance & Business Management Vice President

Jpmorgan Chase & Co.

Boston, Massachusetts, United States

  • Leveraged tools like Python, Alteryx and Tableau to automate and modernize reporting and processes to drive synergy across Chase Technology Finance teams
  • Established a Tableau Server environment to produce centralized dashboards for wider consumption across the Technology and Finance organizations
  • Partnered with clients in the Operations Technology organization to help them effectively meet budget expense and headcount targets while also achieving metrics set by senior… Show more
  • Partnered with clients in the Operations Technology organization to help them effectively meet budget expense and headcount targets while also achieving metrics set by senior executives
  • Developed and delivered presentations on a monthly basis to provide a comprehensive business update to senior management Show less
Feb 2022 - May 2022

Finance & Business Management Senior Associate

Jpmorgan Chase & Co.

Boston, Massachusetts, United States

  • Partnered with clients in the Operations Technology organization to help them effectively meet budget expense and headcount targets while also achieving metrics set by management
  • Built several models in Microsoft Excel that provided a greater level of transparency to my various clients’ organizations which allowed them to be proactive in planning processes
  • Selected to take part in unique projects where I partnered with peers on the broader Technology Finance & Business Management… Show more
  • Selected to take part in unique projects where I partnered with peers on the broader Technology Finance & Business Management team
  • Developed and delivered presentations on a monthly basis to provide a comprehensive business update to senior management Show less
Jun 2017 - Feb 2022

Retail Finance Analyst

Jpmorgan Chase & Co.

Columbus, Ohio, United States

  • Owned the financial modeling process for Chase branch consolidations and new builds.
  • Performed routine maintenance on a monthly and quarterly basis to keep our models up to date
  • Developed macro functionality in our models to automate manual processes, decreasing consolidation modeling time by approximately 60%
  • Performed sensitivity analyses to better illustrate the impact of particular branch actions
Aug 2016 - Jun 2017

Mortgage Financial Analyst

Jpmorgan Chase & Co.

Columbus, Ohio, United States

  • Collaborated with different business groups to track, forecast and report headcount and expenses.
  • Performed analysis and reporting on an ad hoc basis for numerous projects including variance analysis reports and trend scorecards.
  • Optimized weekly and monthly processes by using features in Microsoft Excel to automate manual tasks.
  • Served as team leader of an Analyst Newsletter Committee and facilitated the completion and distribution of the newsletter.
Jul 2015 - Aug 2016

Financial Analysis Intern

National Life Group

Montpelier, VT

  • Queried databases to gather and analyze large data sets.
  • Performed various types of trend, variance and projection analysis on sales, assets under management, and profitability results.
  • Developed a monthly scorecard for each member of the sales team comparing their individual results and trends to the group.
  • Gathered and analyzed both industry and proprietary sales data to identify markets the firm should target based on both quantitative and qualitative analysis.
  • … Show more
  • Developed presentations designed to communicate company results to management team. Show less
Jun 2014 - Aug 2014

Equity Derivatives Analysis Intern

National Life Group

Montpelier, VT

  • Formulated daily cash collateral reports in communication with five different brokers
  • Researched market trends and their effect on the company
  • Participated in weekly intern development sessions
  • Created a presentation about the importance of information security and presented it to the intern managers and senior management
Jun 2013 - Aug 2013
Team & coworkers

Colleagues at SCS Financial

Other employees you can reach at scsfinancial.com. View company contacts for 117 employees →

SD Shraddha Deshpande Shraddha Deshpande Colleague at Scs Financial Pune, Maharashtra, India, India View → JG Jacob Grim Jacob Grim Colleague at Scs Financial Boston, Massachusetts, United States, United States View → JJ J'Vari James J'Vari James Colleague at Scs Financial Somerville, Massachusetts, United States, United States View → JL Jeff Lu, Cfa Jeff Lu, Cfa Colleague at Scs Financial Greater Boston, United States View → AC Alex Cote, Cfp® Alex Cote, Cfp® Colleague at Scs Financial Greater Boston, United States View → MA Mostafa Abdelraziek Galal Mostafa Abdelraziek Galal Colleague at Scs Financial United Arab Emirates, United Arab Emirates View → AD Andrew Duval Andrew Duval Colleague at Scs Financial Boston, Massachusetts, United States, United States View → LM Laura Mcdonough, Cfa Laura Mcdonough, Cfa Colleague at Scs Financial Boston, Massachusetts, United States, United States View → NA Nina Anderson Nina Anderson Colleague at Scs Financial Boston, Massachusetts, United States, United States View → KW Kristen Williams Kristen Williams Colleague at Scs Financial Fort Worth, Texas, United States, United States View →
3 education records

Joe B. education

Data Science Career Track

Springboard

550+ hours of hands-on course material, with 1:1 industry expert mentor oversight, and completion of 2 in-depth capstone projects..

FAQ

Frequently asked questions about Joe B.

Quick answers generated from the profile data available on this page.

What company does Joe B. work for?

Joe B. works for SCS Financial.

What is Joe B.'s role at SCS Financial?

Joe B. is listed as Data-Driven Finance Professional at SCS Financial.

What is Joe B.'s email address?

AeroLeads has found 1 work email signal at @scsfinancial.com for Joe B. at SCS Financial.

What is Joe B.'s phone number?

AeroLeads has found 2 phone signal(s) with area code 802 for Joe B. at SCS Financial.

Where is Joe B. based?

Joe B. is based in Greater Boston, United States, United States while working with SCS Financial.

What companies has Joe B. worked for?

Joe B. has worked for Scs Financial, Jpmorgan Chase & Co., and National Life Group.

Who are Joe B.'s colleagues at SCS Financial?

Joe B.'s colleagues at SCS Financial include Shraddha Deshpande, Jacob Grim, J'Vari James, Jeff Lu, Cfa, and Alex Cote, Cfp®.

How can I contact Joe B.?

You can use AeroLeads to view verified contact signals for Joe B. at SCS Financial, including work email, phone, and LinkedIn data when available.

What schools did Joe B. attend?

Joe B. holds Bachelor Of Science (Bs), Finance, General from Miami University Farmer School Of Business.

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