NICHOLAS JOHNSON
Denver,CO
Summary
Dynamic senior leader in analytics and business strategy, skilled in driving organizational growth with consistent success as a 'player-coach.' Expertise in bridging the gap between technical and business teams, effectively leading cross-functional initiatives aligned with strategic objectives. Proven track record in building high-impact analytical teams from the ground up, fostering a culture of collaboration and innovation. Proficient in SQL, Tableau, Excel, Snowflake, Teradata, SAS, and Lean Six Sigma, ensuring data-driven decision-making that enhances business performance.
Overview
2027
2027
years of professional experience
Work History
Co-Owner | Head of Finance and Marketing
THE OWL ACADEMY EARLY CHILDHOOD EDUCATION CENTER
- Co-founded a childcare center, overseeing financial operations and marketing initiatives.
- Opened new childcare center which has grown to approximately 60 children enrolled.
- Launched multiple campaigns on Google, Facebook, and Instagram which exceeded industry ROI benchmarks.
Senior Director of Wealth Management Analytics
TIAA
10.2022 - Current
- Led a team of 5 analytics and business intelligence professionals, supporting product and distribution strategies for the Wealth Management division.
- Developed and executed the Wealth Management growth strategy, achieving a 75% increase in sales and 40% increase in AUM in under 3 years.
- Operated as a player-coach, leveraging SQL and data visualization tools to build dashboards and deliver actionable analytical findings to key stakeholders.
Director & Lead Analyst, Strategy & Business Performance
TIAA
05.2018 - 09.2022
- Promoted to Director to lead strategic analysis, evaluating the impact of financial planning tools and segmentation across digital, call center, and in-person channels.
- Served as the primary analytics lead and chief-of-staff to the Head of Financial, Marketing, and Strategic Analytics.
- Developed performance scorecard goals and reporting for over 120 sales representatives, supporting over $1 billion in annual inflows and maintaining an asset retention rate greater than 98%.
- Led analytical efforts for business case development and execution of Financial Wellness and Advice initiatives, including digital financial planning tools.
Sr. Decision Science Analyst & Process Engineer
USAA
01.2014 - 05.2018
- Developed and mentored a team of 8 offshore contract workers into proficient analysts, enhancing reporting and analytical capabilities for the Life Insurance and Investment Company.
- Led a $500,000 cross-functional initiative with IT and Analytics teams to significantly improve reporting capabilities for the Life Insurance Company.
- Achieved Lean Six Sigma Green Belt certification by delivering over $625,000 in annual operational savings through targeted process improvements and reporting initiatives.
Education
BBA - Actuarial Science
University of Texas at San Antonio
MBA - undefined
St. Mary's University
Skills
- Analytics Leadership
- SQL
- Tableau
- Data-driven Decision Making
- Cross-functional Collaboration
- Strategic Planning
Timeline
Senior Director of Wealth Management Analytics
TIAA
10.2022 - Current
Director & Lead Analyst, Strategy & Business Performance
TIAA
05.2018 - 09.2022
Sr. Decision Science Analyst & Process Engineer
USAA
01.2014 - 05.2018
MBA - undefined
St. Mary's University
Co-Owner | Head of Finance and Marketing
THE OWL ACADEMY EARLY CHILDHOOD EDUCATION CENTER
BBA - Actuarial Science
University of Texas at San Antonio