Jared T. Email & Phone Number

Fort Worth, Texas, US

• Build ad hoc reports, performance dashboards, and business presentations helping offices of the CEO and CFO gain insights into key metrics and indicators.
• Created SAS datasets and Tableau dashboards enabling enhanced fee revenue analysis leading to a $1.4 mil increase in portfolio income.

Fort Worth, Texas, US

• Cultivate strategic interrelationships among partners in Canada and Mexico to achieve effective reporting solutions to complex business challenges leading to a 34% increase in electric vehicle portfolio acquisitions.
• Develop SAS programs integrating data from a variety of landscape systems, data warehouses and data marts.

Farmington Hills, Michigan, US

• Created reporting solutions, executive dashboards and visualizations using IBM Cognos Analytics, SAS, and Tableau to help users identify and measure vital indicators for Sales & Marketing, and Finance & Controlling.
• Lead multiple projects and delivered BI solutions for operational divisions spanning US, Canada, and Mexico markets.

Farmington Hills, Michigan, US

• Performed business intelligence functions related to data warehouse, ETL and reporting designs, business intelligence infrastructure, and delivery of business intelligence services to end-users.
• Developed management analytics reporting using business intelligence tools (SQL, IBM Cognos Studios, Tableau, MS Access/Excel, VBA).

Farmington Hills, Michigan, US

• Supported management reporting needs using various BI tools, developing occasional ad-hoc and recurring reports. Served as data specialist, responsible for enhancing reporting environments.

Charlotte, NC, US

• Led projects with diverse internal partners and external vendors to improve processes and recommend strategic initiatives to increase reporting quality, and efficiency.
• Created standard models to collect, and analyze data supporting multiple lines of business, executive management, and external stakeholders.
• Decreased processing and delivery time for 12 reconciliation reports, saving 240 hours per year by automating data prep and analysis in SQL Server.
• Managed various projects with interdepartmental senior management resulting in increased cost-savings by identifying revenue leakage and process gaps.

Charlotte, NC, US

• Developed financial reporting, analytics, and other information services to monitor resultsof servicing functions performed on Investor asset portfolios
• Ensured the accurate, efficient, and timely preparation of financial analysis for assets within the portfolio on a periodic or ad hoc basis for investors and corporate finance.

Omaha, NE, US

• Researched and interpreted market data, individual company developments, and overall economic trends related to current and potential portfolio holdings through the use of various research databases, earnings reports.
• Built and cultivated effective and value-added relationships with high net worth Asset Managers, Traders, and Investment Advisors by maximize knowledge of industry fundamentals.
• Executed an array of trades including mutual fund, large block equity, complex option, and bond orders.