James McWilliams

Experience

• 

  RW Pressprich

  Jun 2018 - Aug 2018

  Finance Intern

  I read and simplified reports on the potential profitability of Blockchain technology for RWP’s investment decisions. I gathered bankruptcy information on Cenveo (CVO) and worked with a senior analyst to create an analysis report. I completed a franchise vintage analysis for Fatburger to help determine the rate of churn in franchise locations, which traders used to aid a customers decision to invest in the company.

• 

  Burkenroad Reports

  Aug 2018 - Dec 2018

  Equity Research Analyst

  Throughout a semester, I worked in a small team to conduct industry and business analysis for Pool Corporation (NASDAQ: POOL). I created financial models to find an optimal investment forecast and target market price. We also gathered a comprehensive analysis of all aspects of Pool Corp. business and compiled the findings into an investment research report that is distributed to over 20,000 investors.

• 

  Chubb

  Jun 2019 - Sept 2019

  Surety Intern

  At Chubb I completed the new hire crash course on Surety. I gained experience in analyzing potential new accounts for job performance, financial stability, and company leadership, then submitted a comprehensive write up to senior managers for account consideration. I also received rigorous training in vetting contracts for onerous terms, including excessive liquidated damages and forfeiture provisions.

• 

  Chubb

  Jul 2020 - Sept 2021

  Surety Underwriter

  At Chubb I managed the home office underwriting for the entire Atlanta Surety book of business, comprised of 38 best in class construction contractors. I evaluated new account submissions and contracts in excess of $100 million to identify key points of risk then submitted my findings and made an underwriting recommendation to the Director of Eastern US Surety. Additionally, I annually conducted an in depth analysis of our customer's CPA prepared financial statements in order to implement necessary underwriting changes to mitigate risk of loss. Show less

• 

  BLACE

  Sept 2021 - Aug 2024

  - Own the development and UX of blace.com, a B2C event booking marketplace startup - Led an end-to-end redesign of the client discovery flow. Analyzed conversion funnel data, conducted user interviews, and researched competitors to design a new experience. Resulted in a 3x increase in average weekly inquiry submissions - Implemented proxy email server to enhance transparency into external event bookings. Mitigated risk of referral fee circumvention and enhanced revenue. Provided actionable insights into UX gaps for future feature development - Conducted user interviews to identify client’s top decision criteria for booking an event venue. Partnered with UX design to optimize filter and sorting capabilities, increased top of funnel conversion by 13% - Created Metabase data visualization dashboards using SQL to better understand user behavior and measure effectiveness of feature releases - Led a cross-functional initiative with accounting to develop requirements to automate an invoice generation integration with Quickbooks. Eliminated the need for manual invoice entry and ensured accurate bookkeeping - Create product requirements with user stories and acceptance criteria. Conduct QA testing and report bugs to engineering. Lead agile development process by conducting product strategy, backlog grooming, sprint planning, and sprint retros Show less

  • Product Manager

    Apr 2024 - Aug 2024

  • Associate Product Manager

    Apr 2022 - May 2024

  • Financial Analyst

    Sept 2021 - Mar 2022
• 

  Axis Group

  Aug 2024 - now

  Solutions Consultant