Jonathan Tran Email & Phone Number

San Francisco, CA, US

Santa Clara, CA, US

• Collaborate with executive & senior leadership to perform quantitative analysis and make recommendations for FP&A, forecasting, goal setting, product improvement, and M&A
• Lead a team of two analysts; prioritize data requests & initiatives; and manage stakeholderexpectations from managers and execs across product, marketing, sales, and engineering
• Implement an open source BI tool (Lightdash) to replace Tableau saving $25k annually andimprove organizational data literacy by training over 120 users to self-service analytics
• Spearhead a cross-functional initiative to reduce churn by leveraging product utilizationdata to generate alerts for customer teams, preventing an estimated $500k in annual churn
• Enhance and manage tech stack, such as using Docker to standardize dev environment

Santa Clara, CA, US

• Conducted pricing analysis and recommended LeanData to switch pricing models for ~5% and 21% increase in commercial and enterprise user subscription price respectively.
• Optimized allocation of marketing budget by collaborating cross-functionally to build a multi-phase, multi-touch attribution algorithm that details key points of purchase cycle
• Partnered with stakeholders across product, engineering, finance, and operations to promote data reportability and ensure cohesive design of data collection for new products
• Scripted the generation of customer-facing business reviews using Python and Google slides API and reduced manual labor of customer experience teams by 25%

Santa Clara, CA, US

• Secured budget approval and exec buy-in to build a data warehouse and develop scalable ELT processes to ingest multiple data sources into a source of truth for the entire business
• Wrangled, processed, and analyzed large volumes of structured and unstructured data, then applied statistical analysis to assess sales lifecycle and predict pipeline conversion
• Leveraged product & user data to build upsell initiatives creating ~2.3m pipeline annually

Boston, MA, US

• Undergraduate Professor (Data Visualization concepts and Tableau)Facilitator for Business Analytics Masters Class (Data manipulation and Regression Modeling)
• Instructed graduate students in preparing data sets, comparing analysis techniques, building predictive models, and interpreting regression models results in R
• Designed Data Visualization curriculum and instructed students in data manipulation with Python and visual storytelling with Tableau dashboards

Boston, MA, US

• Design, implement, and maintain an in-house application and relational data base toexecute a price increase across 300 services for 2,800 clients; this price increase isestimated to generate $1 million in continuous.
• Collaborate with a cross-functional teams to define business objectives, design SQLtables, and create interactive Tableau dashboards to enable strategic, data-drivendecision making for senior and executive management
• Partner with product teams to build key business/data requirements, identify dataquality risks, and construct data pipelines for ingesting vendor data
• Direct project managers and business stakeholders in building technical requirements,project timelines, and integration testing to successfully migrate legacy data warehouse
• Wrangle, process, and analyze large volumes of data from multiple platforms andsource systems to identify product market penetration and consumer behavior
• Automate product, sales, risk, and revenue reports with SQL, Python, Tableau, andExcel; communicate regularly with stakeholders to optimize KPI’s and reports

Boston, MA, US

• Architected a relational SQL database with daily ETL processes to support applications, consolidate implementation data, enable automated report distribution
• Pioneered the utilization of Tableau and SSIS to transition from fragmented, manual excel reports to automated weekly, monthly and quarterly reports for multiple teams
• Developed an application to streamline the implementation ticketing process and replace error prone, time consuming manual processes previously used
• Increased operating efficiency of operations, client services, and sales teams by working with managers to develop reporting KPIs and standardized reporting
• Created data files and ad hoc queries to support a successful $6 million, multi-wave the Treasury Management platform migration

Boston, MA, US

• Secured $30 million in funds across 100 IT funding requests by preparing project requirements, monitoring procurement life cycle, and chasing projects deadlines
• Communicated key project details to C-suite Execs and Senior Directors for signoff
• Lead exploratory data analysis to support a $6 million Treasury platform migration

Boston, Massachusetts, US

• Identified and solved ETL errors by querying & analyzing SQL Prod/Dev server data
• Created and maintained portfolio data using investment management software
• Reduced audit risk by improving, documenting, and testing operational processes

Boston, MA, US

• Improve trade resolution automation by analyzing marketing and sales data
• Resolved 400 data quality issues daily by validating against FINRA and Bloomberg

Stockholm, Stockholm County, SE

Master'S Degree, Information And Data Science

Master Of Science - Ms, Business Analytics

Bachelor'S Degree, Management Information Systems & Finance Dual Concentraction

Education record