John Lewin

John Lewin Email and Phone Number

Business Intelligence | Data and Process Optimization Leader | Finance Leadership and Transformation | Project Management @ Wells Fargo
san francisco, california, united states
John Lewin's Location
Bastrop, Texas, United States, United States
About John Lewin

Skills and Strengths:• Advanced data mining, transformation, modeling, visualization, and analysis skills• Developing data visualizations/dashboards and automated reporting utilizing business intelligence tools• Successfully driving projects from inception through completion while measuring success metrics• Extremely adept at improving organization performance through reengineering, automation, and optimization• Demonstrated ability to manage multiple large-scale, high-priority, time-sensitive projects• Extensive experience with gathering requirements, end-user acceptance testing, and training• Applying predictive and analytic tools and techniques to business decisions, problems, and inquiries• Evaluating complex issues, determining contributing factors and root causes, and establishing solutions• Identifying and measuring key performance indicators and metrics• Presenting findings and solutions to stakeholders and subject matter experts• Collaborating and partnering with cross-functional teams• Concise written and verbal communication skills as well as solid planning and organizational skills• Innately curious coupled with a constant desire to learn and grow• Lean Six Sigma, TQM, Balance Scorecard, project management certification• Developing complex financial, analytical, operational, and statistical models• 12+ years of people management and 18 years of project management experienceBusiness Intelligence: SQL, Snowflake, Redshift, MS SQL Stack (SSMS, SSIS, SSAS), Python, DBT, Tableau, Power BI (DAX, M), Expert MS Excel (Power Query, Power Pivot, lookups, data models, complex and nested formulas)Automation/RPA: Alteryx, Power Apps, Power Automate, Python, Power QueryPlanning: Adaptive Insights, Anaplan, HyperionERP: SAP, Oracle, NetSuite, MS DynamicsMethodologies: Agile, Scrum, Lean Sigma

John Lewin's Current Company Details
Wells Fargo

Wells Fargo

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Business Intelligence | Data and Process Optimization Leader | Finance Leadership and Transformation | Project Management
san francisco, california, united states
Website:
wellsfargo.com
Employees:
246787
John Lewin Work Experience Details
  • Wells Fargo
    Lead Analytics Consultant - Finance Transformation Office
    Wells Fargo Jan 2024 - Present
    • Migrate, enhance, and automate over 7,000 financial reports and processes through the development of Power BI dashboards, Power Apps, Alteryx workflows, and Dremio data pipelines.• Collaborate with global Finance stakeholders to gather requirements, develop dashboards, automate processes, perform UAT, and provide technical support.
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  • Mosaic (Joinmosaic.Com)
    Senior Data Analyst - Accounting & Finance
    Mosaic (Joinmosaic.Com) Mar 2022 - Nov 2023
    • Senior Data Analyst supporting the data, reporting, and process automation needs for Accounting, FP&A, Treasury, and Commercial Collections• Developed data pipeline, data frame, and data mart to support Finance and Accounting self-service reporting needs• Accelerated month-end close by streamlining data acquisition and automating processes utilizing Alteryx and Power Query, • Drove multiple successful data and reporting projects through collaboration with Accounting, FP&A, Treasury, Engineering, Data Engineering, Risk, Compliance, Legal, and Product• Developed data pipeline and framework for Oracle journal entry import• Data and process optimization projects reduced monthly work effort by 82 hours while increasing the accuracy of financial data and reporting• Accounting and Finance SME on data warehouse modeling initiative• Integral in developing Anaplan forecasting models• Instrumental in collecting over $3MM in outstanding receivables
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  • Safe Credit Union
    Business Intelligence Architect Lead
    Safe Credit Union Feb 2020 - Mar 2022
    Folsom, California
    • Business Intelligence and Reporting Lead under the Senior Vice President of Finance, supporting Finance and Accounting with analyses and decision-support reporting surrounding a wide variety of organizational areas and functions• An essential member of data warehouse development, data governance, and master data management teams• Foundational in the development of data warehouse business intelligence reporting schema• Advanced the organization's decision-making and operational efficiency by leveraging data and expanding business intelligence• Successfully led and managed the project to consolidate, reduce, and transition over 700 reports/extracts/dashboards during migration to the new data warehouse and core application.• Collaborated with stakeholders across the organization to re-engineer and consolidate over 300 reports down to 43 Power BI dashboards, including three executive-level dashboards; thereby driving greater operational efficiencies and improved decision-making• Improved loan origination, servicing, and collections operational efficiency and effectiveness through the development of a loan data mart
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  • Safe Credit Union
    Senior Business Analyst - Fp&A
    Safe Credit Union Oct 2018 - Feb 2020
    Folsom, California, United States
    • Under the Senior VP of Finance, performed routine and ad hoc reporting and analysis covering deposits, loans, delinquency, membership, marketing, and digital banking• Reengineered and streamlined existing processes, reporting, and analytics to reduce update time and complexity while improving performance and data reliability• Saved the organization $60K through loan acquisition rate reduction by developing a targeted analysis• Reduced potential loss of $500k+ through the development of complex analysis surrounding employee compensation• Developed new Hyperion planning models
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  • Blue Shield Of California
    Senior Business Analyst
    Blue Shield Of California Feb 2016 - Oct 2018
    El Dorado Hills, California
    • Analyze, model, and report on department metrics, resource allocation & utilization, and impacts on operational performance• Generate business intelligence reports utilizing Tableau, Business Objects, SQL, SAS, MS Access, and MS Excel• Developed data pipeline and data marts as well as executive dashboard in Tableau and Power BI• Increased labor utilization by 43% through the development of an application, process, analysis, and reporting• Qualitative and quantitative data lent to the improvement of processes, controls, and strategic direction• Created front-end DBMS forms and reports to automate and streamline workflow processes
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  • Accretive Solutions
    Implementation Specialist - Netsuite
    Accretive Solutions Apr 2015 - Feb 2016
    Sacramento, California Area
    • Implemented full-cycle, client-specific instances of NetSuite and managed migration of financial and operational data• Audited and tested client financial data while managing full-cycle accounting and payroll• Scoped, designed, and developed an enterprise-wide DBMS application, including gathering requirements and performing end-user testing and training• Created automated ETL tools with MS Excel and macros/VBA to reduce client onboarding cycles
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  • Lifestorage
    Senior Financial Analyst
    Lifestorage Oct 2013 - Mar 2015
    Roseville, California, United States
    • Analyzed monthly variances, KPI’s, and trends for issues and opportunities for improvement• Performed financial and operation analysis and generated portfolios for prospective self-storage acquisitionso Vetted and managed implementation, testing and end user training of Adaptive Planning/Insights as well as performed integration with NetSuiteo Developed and managed company-wide budget including development of forecasting and budgeting models in Adaptive Planning
  • Aerojet Rocketdyne
    Senior Business Systems Analyst
    Aerojet Rocketdyne Mar 2013 - Oct 2013
    Folsom, California, United States
    - Collaborated with Pension department to gather requirements, analyze pension data and systems, implement data and system enhancements, develop user acceptance criteria, and lead user acceptance testing.
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  • Verifone
    Senior Financial Analyst Iii
    Verifone Jul 2012 - Jan 2013
    Rocklin, California
    • Executive-level Analyst supporting Supply Chain Executives with budgets, forecasts, analysis, and reporting • Developed new reporting tools and financial models as well as automated current reporting tools and processes• Managed $650 million global supply chain budget and develop monthly global supply chain forecasts• Analyzed metrics, variances, allocations, absorption, margins, labor, overhead, and material costs• Liaison between C-Level Executives, FP&A, and Supply Chain VP’s
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  • Isola Group
    Plant Controller (Plant Relocated/Closed)
    Isola Group Jul 2011 - Jul 2012
    Elk Grove, Ca
    • Primary finance manager for $32 million manufacturing plant including development of monthly forecasts, preparation of plant and corporate monthly reporting packages, and analysis of manufacturing and inventory variances, cost drivers, and conversion costs• Work closely with Supply Chain Management and Operations to increase production yields, reduce overproduction of inventory, manage raw materials, and reduce production order variances• Automated conversion cost and inventory reporting• Instrumental in reducing over $700K of manufacturing conversion costs through the use of Lean-Six Sigma methodologies
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  • Sutter Health
    Senior Data Analyst
    Sutter Health Mar 2011 - Jul 2011
    Sacramento, Ca
    • Identified billing rate outliers (excessive/insufficient) through analysis of billing rates by CPT codes, hospital system, and region• Delivered rate adjustment proposal to regional CFO’s which reduced legal risk while maintaining overall revenue• Established billing rates through analysis of reimbursed revenue, procedural volumes, contract rates, activity-based costs, and market pricing• Created macros (VBA) to automate monthly reporting• Assisted in preparation of annual cost reports
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  • Security Contractor Services, Inc.
    Senior Financial Analyst
    Security Contractor Services, Inc. Oct 2007 - Mar 2011
    North Highlands, Ca
    • Developed and managed $37M company-wide budget including creation of budgeting tools• Created discounted cash flow projections, pro forma statements, financial models, cost/benefit analyses for capital acquisitions, new lines of business and organizational changes• Supported ten divisions by providing analysis, budget management, and custom reporting• Analyzed monthly variances; identified, monitored, and reported on key performance indicators; and prepared monthly financial statement packages• Established and analyzed manufacturing variances, shop rates, bills of material, production efficiency, and costs and absorption for manufacturing divisions• Developed procedures to track and reconcile manufacturing labor and inventory• Audited physical inventory counts to ensure compliance with company policies and SOX• Implemented cost accounting processes, shop rates, bills of material, cost allocations, reporting, and database for new custom manufacturing division• Developed company-wide automated dashboard (SQL/VBA) which reported key metrics to executives and management• Created executive and board of directors’ financial statement packages
  • Comcast
    Senior Financial Analyst (Department Consolidated/Relocated)
    Comcast Oct 2006 - Oct 2007
    • Exclusive Analyst for Sacramento Metropolitan Area Finance, Business Operations and Marketing departments• Developed and managed $375 million revenue budget and monthly forecasts for Sacramento region• Performed variance and trend analyses as well as analysis on sales by product line, promotional discount mix, revenue drivers, operational metrics and other key performance indicators• Forecasted revenue, rates, promotional discount mix and customers• Created financial models, ad-hoc reports and custom queries• Automated monthly reporting process• Selected as area representative for regional Revenue Assurance team which identified risks and opportunities, created and communicated strategic plans, managed changes by collaborating with departmental management
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  • Quest Diagnostics
    Senior Financial Analyst
    Quest Diagnostics Apr 2006 - Oct 2006
    • Monitored direct costs, overhead expenses and contribution margin• Performed monthly trend and variance analyses• Strategically reviewed regional Income Statements with Controller, General Manager and regional Business Operations Managers• Performed internal compliance audit
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  • Oracle Corporation
    Global Business Analyst
    Oracle Corporation Jan 2006 - Apr 2006
    • Developed accounting systems, processes and controls to manage sales compensation contracts and compensation for worldwide salesforce• Analyzed sales compensation, sales quotas, revenue trends, product types, compensation plan performance
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  • Pension Specialists, Inc.
    Accounting Manager
    Pension Specialists, Inc. Nov 2004 - Dec 2005
    • Managed and participated in all aspects of accounting• Strategically restructured financial reporting processes in accordance with organizational changes• Developed databases for compensation plans and client portfolios• Managed and mentored Accounting Clerk• Initiated a Strategic Planning Committee to provide cohesion and alignment of companywide strategic initiatives• Increased profit margins by $150K through analysis of client contracts and development of new pricing structure• Successfully managed implementation of MS Dynamics GP – Great Plains and FRx reporting package
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  • Restoration Resources
    Accounting Manager/Network Administrator
    Restoration Resources Feb 2000 - Nov 2004
    • Complete ownership of all aspects of accounting and finance• Analyzed sales, COGS, margin and inventory variances• Created cost/benefit analysis models for capital acquisitions, new lines of business and organizational changes• Created forecasting models and performed break-even and profitability analysis for wholesale plant nursery• Managed and trained two employees• Created accounting systems, pricing structure and inventory processes for wholesale plant nursery and affiliated non-profit land conservation and mitigation bank companies• Reduced month-end close cycle by redesigning workflow, streamlining accruals and automating processes• Developed Earned Value Management System (EVMS) including framework, systems, processes, and reporting• Elected to the Board of Directors of engineering contractor after two years of employment• Successfully managed implementation of MasterBuilder contracting ERP software• Reduced cash conversion cycle by 12 days, freeing up over $200K in capital• Brought company into compliance with GAAP by implementing percentage of completion processes and procedures
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  • Valley Media, Inc.
    A/P Lead
    Valley Media, Inc. Oct 1997 - Feb 2000
    • Processed multi-million dollar payments to record and movie studios/distributors as well as foreign vendors• Reconciled A/P accounts and consigment inventory• Elected to represent A/P department in efforts to streamline receiving processes• Managed and trained 5 employees

John Lewin Education Details

Frequently Asked Questions about John Lewin

What company does John Lewin work for?

John Lewin works for Wells Fargo

What is John Lewin's role at the current company?

John Lewin's current role is Business Intelligence | Data and Process Optimization Leader | Finance Leadership and Transformation | Project Management.

What schools did John Lewin attend?

John Lewin attended Ashford University, Villanova University, Christian Brothers High School.

Who are John Lewin's colleagues?

John Lewin's colleagues are Chris Viola, Amy Schmidt, Siddhi Das, Mariel Mejia, Tim Orlowske, Cory A. Watson, Nancy Pemberton.

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