John Wagner
Chicago,IL
Summary
Dynamic Client Reporting and Analytics Manager with a proven track record. Expert in report automation and process optimations to enahnce client relationships through data integrity and analytical thinking. Successfully led several initiatives to improve report efficiency and accuracy, fostering trust with stakeholders to achieve superior outcomes.
Overview
18
18
years of professional experience
Work History
Client Reporting and Analytics Manager: Vice President
Brookfield Asset Management
Chicago, IL
05.2024 - 07.2025
- As a new role, I was tasked with creating and standardizing reporting.
- Led an initiative with the front office and key stakeholders to design, automate, and implement a new insurance reporting template to make it more robust and visual appealing.
- Enhanced reports by adding more analytics that insurance companies prefer to structure their portfolios.
- Collaborated with the front office to produce and review reports before they were sent to the client.
Vice President of Reporting
Guggenheim Partners
Chicago, IL
05.2014 - 12.2022
- Developed and implemented automated reporting systems to enhance efficiency and accuracy for client reporting.
- Led strategic initiatives to enhance client relationships and investment performance.
- Standardized model calculations using industry methodologies, incorporating multiple checks for precision.
- Created new exhibits and supplemental reports in association with portfolio management team, complementing efforts in client analysis and decision-making.
- Led multiple high-level initiatives to optimize processes and minimize errors.
- Delivered mentorship and training in advanced Excel techniques and internal systems to improve team consistency and productivity.
- Produced and reviewed quarterly reports for Board of Directors meetings and year-end reports for rating agencies.
- Streamlined team operations by orchestrating training sessions and creating procedural guides.
CDO Analytics Manager / Assistant Vice President
U.S. Bank
Chicago, IL
06.2007 - 05.2014
- Progressed through series of roles with growing scope of responsibilities, mastering data analytics and reporting processes while also augmenting operational efficiencies within organization.
- Analyzed and detected discrepancies and devised new procedures for team operations.
- Fostered strong relationships with bank's largest CLO client, soliciting and incorporating feedback to refine service and deliverables.
- Transitioned client reporting packages to industry-standard LoanX IDs, elevating quality of information for collateral managers and investors.
- Established new CLO waterfall model to accurately model all possible scenarios, earning trust from several clients and auditors.
Education
Bachelor of Science - Finance
University of Illinois
Champaign, ILBachelor of Science - Accountancy
University of Illinois
Champaign, ILSkills
- Client Analytics & Reporting
- Relationship Management
- Problem-Solving
- Attention to Detail
- Strategic Planning
- Data Analysis
- Analytical Thinking
- Issue Troubleshooting
- Workflow enhancement
- Report Automation
- Process Optimization
- Data integrity
Accomplishments
• Led development, streamlining, and implementation of reporting system in Excel with over 300 tabs and advanced formulas to enhance reporting efficiency and accuracy for over 25 of our largest clients.
• Developed a new CLO waterfall model to accurately depict various scenarios, building trust with numerous clients and auditors.
• Revamped database system to access 80K GNMA payment factors from Bloomberg, leading to more than one full-day reduction in processing time for GNMA-backed securities.
• Developed a new CLO waterfall model to accurately depict various scenarios, building trust with numerous clients and auditors.
• Revamped database system to access 80K GNMA payment factors from Bloomberg, leading to more than one full-day reduction in processing time for GNMA-backed securities.
Timeline
Client Reporting and Analytics Manager: Vice President
Brookfield Asset Management
05.2024 - 07.2025
Vice President of Reporting
Guggenheim Partners
05.2014 - 12.2022
CDO Analytics Manager / Assistant Vice President
U.S. Bank
06.2007 - 05.2014
Bachelor of Science - Finance
University of Illinois
Bachelor of Science - Accountancy
University of Illinois