Jordan Miles Email & Phone Number

Prepared slide decks for quarterly Board of Directors meetings w/ private equity investors (only employee in board meetings not in C-suite)Constructed and maintained firm volume/revenue/chargeback data for CFO for all verticals incl. Direct Sales, Integrated Software, Agent, and Travel merchantsRegularly provided Senior Management advanced data analysis and financial modeling to facilitate data-driven decision-makingHired, managed, and mentored several analysts on finance and data teamsDeveloped and led Large Language Model trainings across all departments using Chat-GPT 4 and Claude 2. Including persona development, chain & tree of thought, plugins, security, and advanced data analysisWorked with banking partners to facilitate liquidity event providing financial metrics for over 5,000 merchants

Orem, Utah, United States

Controlled all financial reporting to Board of Directors including monthly financial statementsManaged over $6m of annual commission payments to internal & external agents Created and monitored fiscal year budget forecasting model for core revenues and departmental expensesDesigned and delivered tailored Excel courses to all departments

Provo, Utah Area

Operated successful business for over a decadeIdentified, evaluated, and acquired propertyWorked with multiple banks to obtain proper financingManage and develop all financialsMaintained a low 0.5% vacancy ratio

South Jordan, Ut

Provide daily performance and volume reporting for Client Advisory Center (CAC) operationsServe as level two escalation point for in-house account transfer application and account swing inquiries from the field and branch field supportProvide bi-weekly account enrollment report for CAC and regional senior managementCompile and submit field branch compensation file for accounts swung to the CAC outside of in-house account transfer toolPerform pre-review, coordinate with complex manager and branches for large household exception requests and provide monthly report of exceptions to CAC senior managementAssisted in documentation of CAC test plans and procedures required for annual risk review processParticipated in the planning, building, and maintaining of an employee scorecard and conversation tracker in Excel to support CAC service managers with monthly employee reviewsCalculate and track the employee compensation preparation process for service enhancements Improved the employee compensation process by correcting process and formula errors along with supplying data requirements and procedure for eventual automationUpdated training and procedure documentation for several core functionsBuilt an issue resolution tracker for initial deployment of a new account typeProvided data, analysis, reporting and support for CAC groups for firm and CAC remediations across retirements, abandoned property, safekeeping, and product group servicesParticipated in QA and UAT testing of new technology releases for the CAC

Greater Salt Lake City Area

Set up & ran daily instructional meetings with a project assisting team in BangaloreCreated a 60 page process PPT presentation to train the Bangalore teamRan project meetings between SLC, NY and Swiss OPS/Tech dealing with Swiss secrecy Identified a process error and developed/implemented a solution while directing collaboration with legal and compliance teams in London and Hong Kong

Salt Lake City, Ut

Assessed economic and real estate data for trend analysis and relevant materialPresented article ideas and angles to senior staffWrote and published articles for online and print formats

Orem, Ut

Organized and itemized large contractor purchasesImproved and increased contractor relationships with Lowe’s

Bachelor Of Science, Economics

Activities and Societies: BYU Cougar Marching Band - Drumline Economics Student Association Leadership Board Econometrics/STATA Experience.

Master Of Accountancy, 3.94

Coursework: Financial Auditing, Financial Accounting Reporting, Management Control Systems, Leadership, Finance Statement Research.

Bachelor Of Science, Finance, 4.0, Summa Cum Laude, #3 In Graduating Class

Activities and Societies: Investment Club Vice President, Investment Management, Portfolio Management, CFA Prep, Bloomberg Terminal.