John Mallios Email and Phone Number
My straightforward approach to excellence in finance, operations, and strategy enables me to transform complex data into actionable insights, driving forecasting accuracy and profitability. Set in a foundation of integrity and ethics, I relentlessly strive to exceed objectives while leading cross-functional teams to deliver tangible business outcomes.𝗞𝗲𝘆 𝗦𝗸𝗶𝗹𝗹𝘀 ⇨ Strategic Planning & Financial Forecasting Accuracy⇨ Data Analytics & KPI Development⇨ CRM Data Migration & Financial Product Development⇨ Team Leadership & Stakeholder Communication𝗛𝗶𝗴𝗵𝗹𝗶𝗴𝗵𝘁𝘀♦ STRATEGIC FP&A LEADERSHIP AT JG WENTWORTH: Enhanced forecasting accuracy, achieving financial forecasts within a 5% margin of error, demonstrating precision and reliability in the Debt Settlement division.♦ SALESFORCE CRM INTEGRATION: Led Salesforce CRM integration at JG Wentworth, boosting data integrity, operational efficiency, and customer engagement, showcasing technology-driven strategic improvements.♦ INNOVATIVE PRODUCT DEVELOPMENT: Developed and marketed the Consolidation Loan product, significantly increasing loan acceptance and customer response rates, highlighting my ability to drive revenue growth through innovation.♦ ANALYTICAL EXCELLENCE AND TEAM LEADERSHIP: At Strategic Finance Solutions, led a team in strategic credit risk and portfolio management, fostering analytical excellence and improving operational decision-making.♦ FINANCIAL STRATEGY AND RISK MANAGEMENT: Established a warehouse line of credit at Strategic Finance Solutions, showcasing expertise in funding strategies, risk management, and ensuring financial stability.My work is characterized by a commitment to understanding the finer details, advocating for teamwork through negotiation and transparency, and maintaining open communication. I lead by example, showing that dedication in one area can fuel success in another. Whether it's finance or ‘80s hair metal guitar, excellence is the goal. 😉𝗟𝗲𝘁'𝘀 𝗖𝗼𝗻𝗻𝗲𝗰𝘁jmallios.business@gmail.com • 917-257-1008
Empower Financial Network
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Chief Financial OfficerEmpower Financial Network May 2024 - Present
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Senior ConsultantStrategic Consulting Services Jan 2024 - May 2024I'm a Senior Consultant for New Start Capital and Prudent Financial Solution, driving profitability and sustainability for these organizations through transformative strategies. At Prudent Financial Solutions, my focus has been on spearheading the automation processes and establishing both company-wide and employee-specific KPIs, laying the groundwork for measurable performance and accountability. I developed a comprehensive financial model and budget to streamline business operations, ensuring resources are allocated efficiently. TAt New Start Capital, I conducted a thorough evaluation of the business, establishing key performance indicators (KPIs) and strategies aimed at enhancing profitability and ensuring long-term sustainability. A significant part of my role involves assisting in the strategic transition from an Attorney Fee Model to a more client-centric Direct-to-Consumer Contingency Model, streamlining operations to better align with customer needs and market trends.
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Director Client StrategyJg Wentworth Feb 2022 - Jan 2024Chesterbrook, Pa, UsI spearheaded the Debt Settlement division’s financial planning and analysis (FP&A) process, focusing on enhancing financial forecasting accuracy and driving strategic initiatives to boost operational efficiency and market share. I championed the integration of Salesforce CRM, which was pivotal in improving our data integrity, operational processes, and customer relationship management.My key achievements included developing and marketing a Consolidation Loan product, which augmented loan acceptance rates and customer responses. Also, by designing and implementing a Net Present Value / Lifetime Customer Value model for the Debt Settlement product, I refined JGW’s financial product offerings and deepened their engagement strategies with our clients.I navigated the challenges of predicting revenue and cash flow with a margin of error of less than 5%, enabling the company to make precise financial plans and operational adjustments. This role sharpened my strategic planning, data analytics, and leadership skills while reinforcing my commitment to transparency and integrity in every decision and strategy. -
Analytics ConsultantJg Wentworth Nov 2021 - Jan 2022Chesterbrook, Pa, UsBefore my promotion to Director of Client Strategy, I served as an Analytics Consultant, where I laid the groundwork for the nascent Debt Settlement business's analytics and forecasting. My work during this period was crucial in establishing benchmarks for performance and growth, which included lifting monthly enrolled debt from $25-$30M to $80-$90M through strategic marketing and operational enhancements. Working closely with developers, I ensured that our business and product were accurately represented in the Salesforce CRM migration, facilitating a seamless transition that maintained our data integrity.
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Manager Credit Risk And PortfolioStrategic Financial Solutions Ny May 2019 - Sep 2021Amherst, New York, UsI led a dedicated team of analysts to deliver critical insights for strategic credit risk and portfolio management. My leadership extended to spearheading process improvements and enhancing our data analysis capabilities, elevating operational efficiency and decision-making accuracy.I introduced Power BI Dashboards across the lending business, transforming our approach to data visualization and analytics. This innovation improved analytical capabilities and helped secure essential funding by establishing a warehouse line of credit for the lending business. Through extensive external reporting, including intricate IRR analysis and default segmentation, I upgraded shareholder communication. -
Financial Analytics ManagerStrategic Financial Solutions Ny Jun 2017 - Apr 2019Amherst, New York, UsBefore leading the credit risk and portfolio team, I drove process efficiency and performance improvements by steering and executing special projects. I engaged in extensive mentorship to increase team capabilities and analytical outputs. This period helped sharpen my skills in strategic thinking and team development.
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Senior Business AnalystStrategic Financial Solutions Ny May 2016 - May 2017Amherst, New York, UsMy responsibilities expanded to include enhancing CRM functionality and user experience in collaboration with technical teams, mainly focusing on Salesforce integration and feature enhancements. I led efforts in revenue reconciliation and monthly reporting, ensuring accurate financial operations and reporting. This role underscored the importance of detailed analytical work and its impact on broader business strategies.
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Financial AnalystStrategic Financial Solutions Ny Jan 2015 - Apr 2016Amherst, New York, UsI enhanced financial infrastructure and reporting mechanisms, notably creating a comprehensive commission template streamlining the process for calculating sales commissions across the company. This initiative improved operational efficiency and ensured greater transparency and accuracy in sales compensation. Additionally, I developed an attrition analysis measurement system, enabling the company to better understand employee turnover trends and implement strategies to improve retention. These contributions were pivotal in refining our financial analysis capabilities and supporting the company's strategic objectives.
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AnalystStrategic Financial Solutions Ny Jan 2014 - Dec 2015Amherst, New York, UsStepping into the role of the first Analyst at Strategic Financial Solutions, I established analytics across key business areas. I created individual KPI templates for Sales, Operations, and Customer Service/Retention, laying the groundwork for a data-driven approach to business decision-making. Additionally, I developed a marketing analysis template, which provided valuable insights into response rates and initial conversions. This work enhanced our marketing strategies and contributed to the overall efficiency and effectiveness of our operational processes.
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Financial AssistantStrategic Financial Solutions Ny Feb 2013 - Dec 2013Amherst, New York, UsBeginning my journey at Strategic Financial Solutions as a Financial Assistant, I reported directly to the CFO, providing support with daily financial activities and contributing to the smooth operation of the finance department. My responsibilities included assisting with financial reporting, budgeting, and preparing financial statements, gaining invaluable insight into the company's financial workings. This role was instrumental in my professional growth, offering me a broad perspective on financial management within a dynamic business environment.
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Financial Services RepresentativeMassmutual Financial Group Sep 2010 - Jun 2012Springfield, Massachusetts, UsMy deep product knowledge and commitment to client welfare were continually recognized in this role as I enhanced client financial understanding and goal-setting for retirement planning, estate strategies, and more through comprehensive needs analysis and expert advice. I boosted client confidence by crafting personalized financial strategies, effectively identifying gaps in their plans, and providing tailored solutions. This approach helped clients achieve their financial goals and secured the financial well-being of high-net-worth families, businesses, and institutions through a diversified portfolio of insurance and financial services.Key to my role was delivering targeted financial strategies, whether comprehensive or specific, ensuring alignment with client needs. Moreover, my dedication to professional growth extended to bolstering our sales team's effectiveness. I achieved this by recruiting and nurturing individuals with a strong work ethic and a genuine passion for financial service excellence, thus enhancing our team's capacity to meet and exceed client expectations. -
AnalystDonald Heiter Community Center Jan 2010 - May 2010I conducted a detailed strategic analysis of our financials to identify immediate and long-term objectives aimed at maximizing revenue. This groundwork enabled me to raise the necessary funds to fuel these strategies. By effectively communicating our financial health and growth potential to investors, I secured the capital required for our business expansion and profitability goals. This process underscored my analytical and strategic planning skills and my ability to align financial resources with the organization's vision for future success.
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Assistant To The DirectorLong Island Golf Management Jun 2006 - Aug 2009I took on a multifaceted position that spanned managing sales and inventory at Poxabogue Golf Center, acting as the customer relations representative, and spearheading marketing efforts to expand the junior golf program. My responsibilities also extended to the financial side, where I generated invoices and updated/maintained the accounting software. I was instrumental in streamlining operations, enhancing customer satisfaction, and contributing to the growth and success of the golf center's programs. My efforts in marketing the junior golf program increased its visibility and participation, demonstrating my ability to effectively engage with the community.
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Assistant ManagerLong Island Golf Management Jan 2006 - Jan 2009My responsibilities encompassed a broad range of functions crucial to the operation of Poxabogue Golf Center. I managed sales and inventory, ensuring products and services met our high standards and customer expectations. I directly engaged with customers, serving as a key point of contact for customer relations and taking an active role in marketing initiatives. Beyond these customer-facing responsibilities, I handled essential backend operations, generating invoices and overseeing the upkeep of our accounting software to ensure accuracy and transparency. Through these diverse duties, I contributed to the seamless operation of the golf center, enhancing customer satisfaction and driving the financial health of the business.
John Mallios Education Details
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Bucknell UniversityBusiness Administration; Accounting -
United Nations International SchoolInternational Baccalaureate Diploma
Frequently Asked Questions about John Mallios
What company does John Mallios work for?
John Mallios works for Empower Financial Network
What is John Mallios's role at the current company?
John Mallios's current role is Finance, Operations Optimization, Strategy & Analytics / Reporting ♦ Driving Business Growth with Integrity, Analytical Acumen, and a Steadfast Commitment to Excellence.
What schools did John Mallios attend?
John Mallios attended Bucknell University, United Nations International School.
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