Summary
Overview
Work History
Education
Skills
Certification
Timeline
Generic

Lara Wilkinson

Columbus

Summary

Results-driven analytics leader with proven success in delivering scalable data solutions, leading cross-functional teams, and driving process automation to improve business outcomes. Experienced in managing complex projects from strategy through execution, with a strong track record of optimizing reporting ecosystems, enhancing stakeholder insights, and reducing operational inefficiencies. Skilled in leveraging tools like Alteryx, Tableau, SQL, and Snowflake to develop self-service analytics platforms and streamline data workflows.

Overview

7
7
years of professional experience
1
1
Certification

Work History

VP, Marketing Automation & Enablement | USWM

JPMorgan Chase & Co.
10.2024 - Current
  • Led a team of two analysts to design and deliver scalable dashboard solutions and data optimizations for campaign and digital marketing initiatives, ensuring timely delivery and alignment with stakeholder objectives
  • Spearheaded a strategic reporting transformation by proposing a centralized marketing analytics portal, targeting a 50% reduction in evergreen report volume while resolving key pain points such as limited customer profile insights and manual campaign updates
  • Modernized data pipelines by migrating legacy Alteryx workflows to Snowflake, eliminating hard-coded logic and improving process efficiency—cutting data processing time by 50% and enhancing digital acquisition and content performance analytics
  • Partnered with the Automation Center of Excellence to launch a self-service user metadata application, enabling stakeholders to independently manage dashboard content and metadata tags, increasing visibility, accelerating update cycles, and laying the groundwork for cross-LOB scalability
  • Automated four high-effort recurring reports, saving 156 analyst hours annually and allowing the Marketing Analytics team to focus on higher-impact strategic initiatives

VP, Field Sales Automation & Enablement | USWM

JPMorgan Chase & Co.
01.2024 - 10.2024
  • Led a team of four analysts to enhance and automate dashboards for field leadership, significantly improving user experience, data reliability, and operational efficiency
  • Designed and deployed a scalable Alteryx batch reporting solution that generated 2,000 advisor performance reports in under five minutes, accelerating frontline coaching and onboarding processes
  • Developed a strategic proposal for centralized lead funnel reporting, conducting stakeholder interviews to identify pain points and define requirements for an actionable, multi-tiered reporting portal
  • Directed a cross-functional taskforce to build scalable data products supporting advisor, branch, and account-level reporting—improving data integrity, reducing report errors, and streamlining team cross-training

Quant Analytics Sr. Associate | USWM

JPMorgan Chase & Co.
10.2021 - 12.2023
  • Optimized the Wealth Management field performance scorecard by redesigning ETL workflows using Alteryx and Tableau, reducing processing time from 50 to 10 hours and increasing operational efficiency by ~70%
  • Led a team of four analysts in planning and executing field sales analytics initiatives, including dashboard development, project management, and executive-level reporting
  • Automated monthly external data integration using Snowflake and Alteryx, reducing manual FTE support from three to one while improving data accuracy through robust validation processes
  • Conducted a compensation impact analysis to assess equity in advisor pay structures, directly informing an executive decision to raise household compensation thresholds

Risk Reporting Associate | Business Banking

JPMorgan Chase & Co.
01.2020 - 10.2021
  • Automated daily risk reports in Tableau and Excel by leveraging SQL, SAS, and IBM Cognos, improving data accessibility and reducing manual reporting effort
  • Developed and implemented new reporting solutions to track PPP loan applications, accelerating the underwriting process during the pandemic through streamlined SAS and Excel tools
  • Led Alteryx training and process migration efforts, enabling team adoption and replacing legacy SAS workflows—resulting in a ~50% reduction in processing time and increased team efficiency

Product Analyst | Commercial Insurance

Nationwide Insurance Company
06.2018 - 01.2020
  • Led the development of an automated agency management tool, leveraging SAS to enable sales and underwriting teams to efficiently analyze agency portfolios and drive informed decisions
  • Conducted comprehensive root-cause analysis on significant losses across key business lines, delivering executive-level insights to inform risk mitigation strategies
  • Managed a team of two analysts to design and deploy a national commercial portfolio planning tool, enabling multi-year forecasting and strategic portfolio management

Education

Bachelor of Science (B.S.) - Mathematics

American University
01.2018

Skills

  • Alteryx workflow automation
  • SQL (Snowflake, Microsoft SQL Server)
  • Tableau dashboard design
  • ETL process optimization
  • Cross-functional team leadership
  • Project management & execution

Certification

Alteryx Designer Core Certification Dec 2020

Timeline

VP, Marketing Automation & Enablement | USWM

JPMorgan Chase & Co.
10.2024 - Current

VP, Field Sales Automation & Enablement | USWM

JPMorgan Chase & Co.
01.2024 - 10.2024

Quant Analytics Sr. Associate | USWM

JPMorgan Chase & Co.
10.2021 - 12.2023

Risk Reporting Associate | Business Banking

JPMorgan Chase & Co.
01.2020 - 10.2021

Product Analyst | Commercial Insurance

Nationwide Insurance Company
06.2018 - 01.2020

Bachelor of Science (B.S.) - Mathematics

American University

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