John Lenz Email & Phone Number

Chelmsford, Ma, Us

Burlington, Ma, Us

Data Processing and Analytics:• Worked with large scale datasets with ~1m+ rows minimum regularly• Devised controlled experiments to answer ambiguous and vague business questions regarding product/category analytics, and website traffic behaviors. Ensured results are unbiased, accurate, and actionable. • Leveraged a vast array of different statistical analysis techniques including sampling, hypothesis testing, A/B testing, and regression analysis to solve business challenges.• Built scalable data processing pipelines handling 1M+ daily records using cloud infrastructure (GCP Vertex AI)Machine Learning Implementations/Product Recommendation Engines:• Developed and implemented data-driven algorithms to increase co-purchase product recommendations in the complicated medical diagnostics segment. Implemented ML models using Google Cloud Vertex AI.• Utilized association rules and similar data science/ML algorithms to uncover high-quality and high-coverage rules for the Diagnostics life science portfolio, ensuring a balance of high-accuracy and interpretability in decision making.• Used ML-based mathematical optimization and hyper-parameter tuning to find the best balance between rules that covered the highest proportion of the portfolio vs rules that are the most actionable.

Newington, Connecticut, Us

• Developed ETL pipelines in Python bringing together data from multiple source systems using database connection libraries, Pandas, and NumPy for efficient large-scale data processing• Built automated reporting system leveraging MySQL, Python, and Tableau. Processed daily transactions across multiple business units and divisions.

Boston, Ma, Us

-Saved company ~$30k/month by presenting data showing new customer retention strategy was not effective and was leading to lower-quality payer cohort without an improvement in conversion rates-Led data validation efforts in business model pivot, pinpointing and resolving multiple data quality issues between production, testing, and legacy systems-Mastered Google BigQuery and Data Studio for diverse business analytics needs

New York, Us

-Produced monthly P&Ls and other relevant KPIs for market directors. Supported development of improved reporting infrastructure that reduced reporting time in half and resulted in more actionable information for leadership-Participated in monthly meetings between Operations, FP&A, and Senior management to better understand key drivers of current results and gain insight into likely future performance-Supported development of annual budgets and financial forecasts and variance analysis between budget and actual results. -Developed company-wide inventory model to better understand both company wide and individual market’s cost structure and to pinpoint areas that required operational efficiency improvements, saving ~$800k per year.

Boston, Massachusetts, Us

• Built automated python ETL pipeline for investment holdings data integration with TIBCO Spotfire• Utilized Python to develop custom transformation logic and data cleaning strategies to handle missing values, poor formatting, and other common issues found in legacy systems.• Saved one hour per client per month of data processing/labor time scaling across 50+ clients.

-Actively wrote and developed research reports on individual companies, and managed my own portfolio for many years (2015-2020)-Investment Research Consultant (2016 and 2017)- Raymond James-Finalist in Boston CFA Society Institute Research Challenge (2018)-Passed CFA Level I Exam(~40% pass rate amongst industry professionals)- June 2018

Boston, Ma, Us

-Analyzed financial statements, credit metrics, and operating profits to develop internal ratings which determined the size of credit extended-Assisted in the annual renewal process of 3 different corporate loans worth an estimated $100M dollars-Constructed cash flow projections of prospective borrowers, including stress testing of loan performance and covenant compliance-Assembled annual credit reviews and pitched to senior banking executives on the credit risk committe

St. Petersburg, Florida, Us

• Participated in weekly investment projects which were presented to the Senior Vice President of Investments• Gained a deeper understanding of the relationships between the three financial statements (Income statement, Balance Sheet, and Statement of Cash Flows); this knowledge was important to giving context to financial results

St. Petersburg, Florida, Us

• Actively participated in weekly investment projects, and received increasing responsibilities and positive weekly feedback • Researched and assessed the relative strengths/weaknesses of various equity investment styles and strategies across market cycles• Analyzed multiple firms within the healthcare, technology, and financial sectors and delivered short 1-2 page investment summaries for each investment

Postgraduate Degree, Artificial Intelligence And Machine Learning

Computer Science Programming Certificate, Computer Software Engineering

Bachelor’S Degree, Finance

Bachelor Of Science In Business Administration(Bsba), Finance Major, Economics Minor