Jack McCarthy

Experience

• 

  Beta Theta Pi

  Jan 2019 - Sept 2019

  Recruitment Chairman

  - Coordinated weekly events and communicated with over 450 incoming freshman to form the 2019 Pledge Class of Beta Theta Pi- Responsible for managing a $25,000 budget- Elected by 115 chapter members

• 

  MassMutual Northwest

  Jun 2020 - Mar 2021

  Financial Planning Intern

  - Assisted the head of the financial planning department in building financial snapshots and risk-management profiles for new clients- Analyzed clients' financial documents for discrepancies and irregularities- Grew my knowledge of the financial world through several different workshops with certified financial planners and advisors

• 

  Expeditors

  Oct 2021 - now

  - Proficient in leveraging CRM software to oversee account assets, plan meetings, drive sales opportunities, and implement value-added solutions- Adept in curating and managing a Customer SharePoint suite, including global SOP development and maintenance- Skilled in providing customer-centric data solutions encompassing volume trends, spending analysis, and supply chain insights using Excel, SQL, and PowerBI- Expertly coordinate cross-functional teams and products to ensure seamless day-to-day customer interactions and satisfaction Show less - Gather requirements from customers, account managers, and other stakeholders to define needs and scope of projects- Communicate potential solutions to account managers based on customer requests- Create reports using SQL queries to pull data from multiple databases then organize in Style Studio to be exportable to Excel- Develop dashboards in Power BI and Visual Composer to visualize strategic initiatives such as cost savings and performance- Utilize Excel Power Query to further analyze and manipulate data sets to become useful to the user Show less

  • Account Manager

    Mar 2023 - now

  • Business Analyst

    Oct 2021 - Aug 2023