Jonathan Melton Email & Phone Number

Greater Sacramento And San Joaquin Counties

Greater Sacramento And San Joaquin Counties

Roseville, California, United States

Managed the Rabobank NA business intelligence team in the successful merger and integration of Rabobank NA ($14 Bn) into acquiring Mechanics Bank ($6 Bn). Implemented best-in-class systems, tools, processes, and capabilities for newly combined organization. • Led new organization in adoption of Microsoft SSAS tabular cubes and Power BI Report Server. • Managed the implementation of new BI systems, strengthening Mechanics business intelligence capabilities. • Rationalized legacy Rabobank enterprise report portfolio and converted to new Power BI Report Server environment. • Implemented formal BI Self-Service Program for newly combined bank leveraging SSAS tabular cubes and Power BI.

Roseville, California, United States

Directed and developed BI strategic roadmap to become a data-driven organization. Managed team of BI developers and analysts in building robust BI infrastructure to deliver high-impact data analysis and reporting solutions, while cultivating the BI Self-Service Program. • Led organizational BI transformation to become a data-driven company. Created BI strategic roadmap, gained executive support, democratized access to data, and mobilized data-oriented talent across the enterprise. • Championed the use of data and analytics to make informed data-driven decisions. Led and conducted numerous thought leadership presentations promoting the value of data and advocating for business-line adoption of BI self-service. • Partnered with bank leaders to identify and deliver strategic reporting portfolios, including scorecards and dashboards, which surface the key performance indicators (KPIs, KOIs, KRIs) needed to run their business lines effectively. • Dramatically improved business engagement and delivery process, increasing transparency and shortening cycle times by close to 50%. Partnered with PMO to ensure strategic alignment and prioritization of future project requests. • Created and chaired BI Self-Service User Group. Brought together BI consumers and BI developers around common goals. • Built high-performance, cross-functional team to deliver and implement high-impact business intelligence solutions.

Roseville, California, United States

Tableau system manager responsible for Tableau Server performance, enhancements, and maintenance. Partnered with business lines and data warehouse to determine and prioritize data needs, and implement new data sources. Tableau report developer responsible for creating and deploying business reporting and ad-hoc analysis. Oracle Apex application developer responsible for designing and developing business applications to automate manual processes.

Roseville, California, United States

Responsible for financial reporting system data load and month end reporting processes. Lead on implementing loan accounting module for new financial reporting system. Developed financial model for calculating cash flow projections utilized for regulatory reporting of a special asset class of $500 million in purchase impaired loans.

Elk Grove, California, United States

Responsible for western region reporting and data delivery processes. Sole resource responsible for delivery of key metrics and indicators related to sales volumes, lines of service, and service calls. Optimized local department database by creating a batch process to automate the import of daily import files, dramatically reducing the processing time by 80%.

San Diego, California, United States

Responsible for the retail banking staffing model and software system for 400 branch network and 3600 FTE. Created and delivered business reporting, and performed complex data analysis for senior management. Worked closely with retail lending team to develop custom staffing model for loan underwriting department which aided in a 47% decrease in turnaround time.

San Diego, California, United States

Responsible for providing financial services to consumers and businesses. Performed business development and sales including consumer and business lending, small business development. Supervised branch staff.

Folsom, California, United States