Professional Summary
Overview
Work History
Education
Skills
Timeline
Personal Accomplishments

JARED WIDMAN

JP Morgan Chase
Mansfield
20
years of professional experience

Results-driven Workforce Management professional with 17 years of experience driving continuous improvement and organizational excellence. Proven expertise in data architecture, capacity planning, and business intelligence, with a talent for developing dynamic, high-impact reporting. Adept at translating complex data into actionable strategies that optimize performance and support long-term business goals.

Work History

Quantitative Analytics Manager - Vice President

8 Years 11 Months
JP Morgan Chase | 11.2017 - Current
  • Created a capacity modeling program for a 1100 person organization, including forecasting business drivers and mapping workflows. Led to a 30% increase in productivity. Models include over 5000 different work functions spread over 100+ groups
  • Led a team of 5-10 analysts
  • Spearheaded creation of scalable data structure standardizing dashboards and capacity plans across multiple teams, enhancing data accessibility and decision-making
  • Led efforts to consolidate and reconcile data collection and delivery for an Activity Based Costing model, including forecasting of volumes and expenses used to calculate rates
  • Led consolidation and reconciliation of data collection and delivery for Activity Based Costing model, improving accuracy of volume and expense forecasts for rate calculations
  • Created automation to standardize Powerpoint deck creation and delivery for all management levels, streamlining communication and reporting processes
  • Provided ad hoc analysis of large amounts of data from varying sources
  • Led analytics initiatives to deliver actionable insights for business stakeholders.
  • Created custom dashboards and interfaces designed specifically to suit customer needs and priorities for optimal performance.
  • Mentored junior analysts in the application of statistical methods, elevating their analytical skills and contributing to team success.

Senior Operations Analyst, Metrics and Reporting

6 Years 2 Months
TD Ameritrade Clearing, Inc. | 09.2011 - 11.2017
  • Solely responsible for all headcount reporting and capacity planning activities
  • Managed headcount reporting and capacity planning activities for operations organization
  • Created and optimized workforce management and performance measurement dashboards to enhance reporting and automation
  • Oversaw database architecture and ensured reliability for operational data management

Assistant Workforce Manager

2 Years 10 Months
TD Ameritrade Clearing, Inc. | 01.2007 - 11.2009
  • Led real time workforce management efforts for two call centers totaling over 1200 agents
  • Created accurate forecasts for diverse sales campaigns to optimize resource allocation
  • Played a key role in converting from Avaya to CISCO telephony systems, including database migration and updating downstream reporting.
  • Oversaw training for new workforce personnel on policies, software, and best practices to ensure operational consistency
  • Developed schedules and identified critical intervals of need to enhance workforce efficiency

Education

Bachelor of Arts - Business Management

Dallas Baptist University | Dallas | 12-2012

GPA: 3.75 GPA

Skills

Data analysis
Data architecture
Software: Excel
NICE
Crystal Reports
Business Objects
Qlik View
Qlik Sense
Tableau
MS SQL Server
Oracle
Toad
Powerpoint
Amazon Web Services
Hadoop
Snowflake
Project Management
Leadership
Continuous Improvement
Influencing Strategy
Consensus Building
Communication
Team Building

Timeline

Quantitative Analytics Manager - Vice President

JP Morgan Chase
11.2017 - CurrentRead More

Senior Operations Analyst, Metrics and Reporting

TD Ameritrade Clearing, Inc.
09.2011 - 11.2017Read More

Assistant Workforce Manager

TD Ameritrade Clearing, Inc.
01.2007 - 11.2009Read More

Dallas Baptist University

Bachelor of Arts from Business Management
Read More

Personal Accomplishments

2011 - Present Head Coach - Miracle League Arlington 

JARED WIDMAN