Summary
Overview
Work History
Education
Skills
Certification
Philathropy
Timeline
Generic

Caleb Miller, PMP

Worthington

Summary

Skilled servant leader bringing expertise in process improvement, data analysis & automation and project management. Relentless communicator focused on evolving teams to create maximum stakeholder value

Overview

13
13
years of professional experience
1
1
Certification

Work History

Vice President - Quantative Analytics Manager

JPMorgan Chase
05.2024 - Current
  • Head of Wealth Management PXT Automation and Enablement
  • Lead a team of as many as 4 supporting the a data science team in all recurring analytical processes
  • Developed reusable data products in snowflake for multiuse analytical consumption
  • Developed automated reporting and Tableau dashboards leveraging SQL, Python, and Alteryx within the ETL process.
  • Automated over 3,000 hours of manual data processing work over the course of a year.

Vice President – Analytics Solutions Manager

JPMorgan Chase
01.2023 - 05.2024
  • Served as a 'technical chief of staff' for a data & analytics organization in JPM Wealth Management
  • Led major portfolio level projects and integrate across each of the team's functional pillars
  • Translated high-level business needs into complex and detailed data & analytics requirements and low fidelity designs
  • Lead project delivery of various analyses using SQL (Teradata, SQL Sever, Snowflake Datasets), Alteryx, Python and Tableau
  • Managed team capacity and sprint planning op models on a kanban board in Jira
  • Drove efficiency and automation projects to reduce duplicative reports and lower processing time

Vice President – Product Strategy

JPMorgan Chase
06.2022 - 12.2022
  • Managed ad-hoc projects to tackle key pain points for JPM Wealth Management product leadership
  • Explored portfolio level 'big idea' projects and performed due diligence & research to provide impact summary to Product leadership
  • Created and maintained op models across product ops to support intake, metrics, and visibility to the CTO and Chief Product Officer

Vice President – Business Optimization Manager

JPMorgan Chase & Co
12.2020 - 06.2022
  • Lead on a JPM Wealth Management product support team focused on process improvement and design optimization; accountable for 1 direct report
  • Designed operating models to manage the transition from current to future state
  • Led E2E process redesign projects using Signavio BPM and Visio with an emphasis on value creation and efficiency
  • Served as the team automation lead and coordinated business unit self-delivery of automation with intelligent solution tools ( Alteryx ,UIPath, Xceptor, Tableau)
  • Served as team’s lead advocate for firmwide innovation efforts and connect new technology to appropriate use cases

Associate Business Analyst

JPMorgan Chase & Co
01.2016 - 12.2020
  • Promoted from Analyst to Associate Level in January, 2018
  • Acted as servicing workstream test lead for Project Freedom; act as a deep subject matter expert for both CWM and PB wealth management operations
  • Managed projects related to trading and client information by prioritizing enhancements, monitored progress, and communicated to stakeholders
  • Served as a QA test lead for several trading operations applications by writing UAT test scripts (both gherkin syntax and manual), leading test execution & defect management, and managing an offshore test team
  • Triaged production issues and created for new ways to analyze data and improve ops processes

Collateral Management Analyst

PNC Financial Services
03.2014 - 12.2015
  • Analyzed Counterparty ISDA, CSA, and MSFTA agreements to determine proper collateral management methods
  • Verified OTC derivatives mark to market calculations using Murex and manage daily margin calls to mitigate counterparty credit risk
  • Reconciled OTC trade details via TriOptima for swaps, FX, and forwards
  • Implemented a series of process improvement projects that saved approximately 8-10 manual processing hours each month and significantly reduce operational risk.

Senior Securities Clearance Specialist

BNY Mellon
01.2012 - 03.2014
  • Promoted from Specialist to Senior Specialist in January, 2013
  • Managed trade instruction, settlement and confirmation for several Investment Manager clients witha total of over 200B in AUM
  • Authorized entry level analysts' account setups and trade instructions, and assisted in SWIFT and FTP testing with various OMS systems
  • Served as UAT test lead End-to-end testing for the client conversion of one of the world’s largest hedge fund managers

Education

Bachelor of Science - Business Administration, Finance & Economics

Geneva College
Beaver Falls, PA
05.2011

Skills

  • Requirements Analysis
  • Project Leadership
  • People Management & Coaching
  • Process Improvement
  • User Acceptance Planning
  • Culture Building
  • Process Mapping
  • Data Automation & Transformation
  • Teamwork & Collaboration
  • Stakeholder Management

Certification

AWS Certified Cloud Practitioner, October 2023 - Present

Certified Tableau Desktop Specialist, January 2023 - Present

Project Management Professional (PMP), December 2021 - Present

Alteryx Designer Core Certification, April 2020 - Present

Certified Six Sigma Green belt (CSSGB), December 2017 - Present

FINRA Series 99 Operations Professional, July 2014 - Present

Bloomberg Essentials Certification, November 2013

Philathropy

Committee Member - Annual Fundraising Gala, Heinzerling Community | September 2022 - Present

Volunteer, JPM Good Works | May 2016 - May 2022

Board Member, Columbus Gives Back | September 2017 – August 2020

Board President, Columbus Gives Back | January 2018 – January 2019

Timeline

Vice President - Quantative Analytics Manager

JPMorgan Chase
05.2024 - Current

Vice President – Analytics Solutions Manager

JPMorgan Chase
01.2023 - 05.2024

Vice President – Product Strategy

JPMorgan Chase
06.2022 - 12.2022

Vice President – Business Optimization Manager

JPMorgan Chase & Co
12.2020 - 06.2022

Associate Business Analyst

JPMorgan Chase & Co
01.2016 - 12.2020

Collateral Management Analyst

PNC Financial Services
03.2014 - 12.2015

Senior Securities Clearance Specialist

BNY Mellon
01.2012 - 03.2014

Bachelor of Science - Business Administration, Finance & Economics

Geneva College

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