Jared Thomas

About Jared Thomas

In life and in work I have learned the power of being relentless. Oftentimes it is persistence that wins the battle and not strength altogether. Having an undying drive to keep working at a problem until it is resolved has been a characteristic of mine since I was young.

Experience

1. Director of Analytics

   Retirement Clearinghouse

   Feb 2024 — Present · Charlotte, NC, US

   Set up Analytics department and partnered with IT to ensure Data Warehouse reliability and continuity- Lead the development of internal and External reporting that saved the executive team 400+ hours of time in 2024- Partnered with leadership team to shape corporate strategy through a deep dive analytics review of the Missing Participant service offering- Produced 7+ Tableau dashboards in the first year that are critical to internal stakeholders and external recordkeepers who are partnered with the Portability Service Network.

Education

• Northwestern University

  Masters of Science, Data Science

  2017 — 2018

• Brigham Young University - Idaho

  Bachelor of Science, Financial Economics

Skills

• Customer Service
• Spanish
• Microsoft Word
• Team Leadership
• Investments
• Sql
• Forecasting
• Financial Analysis
• Research
• Microsoft Office
• Sales
• Due Diligence
• Account Reconciliation
• Accounting
• Management
• Gaap
• Fundraising
• Analysis
• Powerpoint
• Microsoft Excel
• Financial Reporting
• Social Media
• Leadership
• Customer Success
• Vba
• Data Analysis
• Entrepreneurship
• Finance
• Public Speaking
• Learning Quickly
• Start-Ups