NICHOLAS JOHNSON
Denver,CO
Summary
Results-driven leader in analytics and business strategy, specializing in aligning technical and business teams to achieve strategic objectives. Built and developed high-impact analytical teams, fostering collaboration and innovation. Skilled in SQL, Tableau, Excel, Snowflake, Teradata, SAS, and Lean Six Sigma, enabling data-driven decisions that enhance business performance.
Overview
12
12
years of professional experience
Work History
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 to structure data and Tableau to build dashboards and deliver actionable analytical findings to key stakeholders.
Director & Lead Analyst, Strategic Analytics
TIAA
05.2018 - 09.2022
- 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%.
- Spearheaded analytical efforts for business case development and execution of Financial Wellness and Advice initiatives, enhancing digital financial planning tools.
- Led analytics for the Head of Financial, Marketing, and Strategic Analytics, coordinating cross-functional efforts.
- Directed strategic analysis evaluating impact of financial planning tools and segmentation across digital, call center, and in-person channels.
Sr. Decision Science Analyst & Process Engineer
USAA
01.2014 - 05.2018
- 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, delivering over $625,000 in annual operational savings through targeted process improvements and reporting initiatives.
- Developed and mentored 8 offshore contract workers into proficient analysts, enhancing reporting and analytical capabilities for Life Insurance and Investment Company.
Co-Owner | Head of Finance and Marketing
THE OWL ACADEMY EARLY CHILDHOOD EDUCATION CENTER
Denver , CO
12.2024 - Current
- Co-founded childcare center, managed financial operations and developed marketing initiatives, growing enrollment to approximately 60 families in under one year.
- Launched campaigns on Google, Facebook, and Instagram, exceeding industry ROI benchmarks.
Education
BBA - Actuarial Science
University of Texas At San Antonio
San Antonio, TXMBA -
St. Mary's University
San Antonio, TXSkills
- Analytics Leadership
- Strategic Planning
- Project Management
- Data visualization
- Tableau
- SQL
- Modern Data Stacks
- Lean Six Sigma
Timeline
Co-Owner | Head of Finance and Marketing
THE OWL ACADEMY EARLY CHILDHOOD EDUCATION CENTER
12.2024 - Current
Senior Director of Wealth Management Analytics
TIAA
10.2022 - Current
Director & Lead Analyst, Strategic Analytics
TIAA
05.2018 - 09.2022
Sr. Decision Science Analyst & Process Engineer
USAA
01.2014 - 05.2018
BBA - Actuarial Science
University of Texas At San Antonio
MBA -
St. Mary's University