Jordan Mello Email & Phone Number

Phoenix, Arizona, United States

Phoenix, Arizona, United States

• Manage a team of 9 business intelligence analysts to create and deliver all reports, dashboards, and audits and controls for all operational teams.
• Create and manage all KPIs and metrics to assess success and drive business decisions.
• Curate raw data and create data models to ensure data standardization for reporting.
• Run over 100 daily reposts, audits, and other tasks.

Phoenix, Arizona, United States

• Supports and manages existing strategic operational relationships with vendors by managing capabilities, performance, results, and operating scale for the Shared Services team. This team included all operations.
• Designed and lead several transition projects with key partners across multiple different functions.
• Product owner for Data & Reporting workstream for replacing custodial system.
• Created all reporting functionalities and track all major KPIs to maintain performance standards.
• Analyze potential opportunities for process optimization, cost efficiencies, and scalability.
• Help design and prioritize system and performance enhancements for business partners.

Phoenix, Arizona, United States

• Supports and manages existing strategic operational relationships with vendors by managing capabilities, performance, results, and operating scale.
• Created all reporting functionalities and track all major KPIs to maintain performance standards.
• Analyze potential opportunities for process optimization, cost efficiencies, and scalability.
• Perform associate onboarding, offboarding, and other HR related tasks.
• Help design and prioritize system and performance enhancements for business partners.

Phoenix, Arizona, United States

• Supports and manages existing strategic operational relationships with vendors by managing capabilities, performance, results, and operating scale.
• Created all reporting functionalities and track all major KPIs to maintain performance standards.
• Analyze potential opportunities for process optimization, cost efficiencies, and scalability.

Phoenix, Arizona, United States

• Audit workflow in the quality control department to improve accuracy, mitigate risk, meet compliance guidelines, and provide the best service possible for financial advisors.
• Manage the team’s production by prioritizing the team’s work and create daily reports to identify trends and gaps in our service level and procedures.
• Responsible for analyzing risk, identifying trends, and creating standard operating procedures to improve company and team performance.

Phoenix, Arizona, United States

Audit workflow in the quality control department to improve accuracy, mitigate risk, meet compliance guidelines, and provide the best service possible for financial advisors.

Phoenix, Arizona, United States

Owned and managed a Jet ski rental company at Bartlett Lake Marina. Personally managed all day to day operations, sales, marketing, bookkeeping, and all other strategic initiatives.