Jordan Ray

Experience

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  Northwestern Mutual

  Aug 2018 - Apr 2019

  Financial Planner

  Conducted client meetings which addressed retirement planning, market investing, and insurance planning.Performed client acquisition research and evaluated potential clients based on predetermined criteria while consistently surpassing biannual client quotas by increasing client appointments with business owners by 30%.

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  Continental Bank

  Jan 2019 - May 2020

  Treasury Analyst

  Managed and directed a team of 3 interns to conduct national market research in the banking industry that led to modifications of account deposit products within bank's core banking systemGenerated $1.2M in new deposits by reaching out to former clients and property managers, developed $2.9M in new business loans from various organizations, and processed over $44M of loans over 100+ applicants over my time at bank.

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  Walmart

  Jun 2020 - Aug 2020

  AFDP Intern | WMT US Merchandise Finance

  Collaborated with business leaders to develop an action plan and create accurate costing model by leading transition of internal beef plant’s transfer pricing process to internal accounting team.Modeled monthly profitability impact based on variances in pricing by redesigning dataflow to consistently calculate accurate weighted average of beef prices from USDA utilizing market comparable beef products.

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  Walmart

  Aug 2021 - May 2022

  Developed data table that complied all of Walmart financial service products together for team visibility while managing the financial model for the Money Center of the Future initiative.Worked on acceleration of digital financial services by researching potential acquisitions and modeling the potential financial benefit of fintech companies interested in partnering with Walmart. Developed ecommerce datasets that discovered undesired order splits within WMT US ecommerce fulfillment network via SQL to inform Walmart US CFO of areas that Walmart could increase order fulfillment efficiency. Data was used for executive insights in Power BI dashboards.Specialized in identifying undesired order splits caused by Out of Stock and inaccurate inventory management.

  • Senior Analyst | Financial Services

    Feb 2022 - May 2022

  • Senior Analyst | Supply Chain Finance: Omni Channel Optimization

    Aug 2021 - Feb 2022
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  Walmart Global Tech

  May 2022 - Jul 2023

  Head of Finance | Project Diamond

  Managed and improved financial model that identified 10 digit opportunity over 5 years by implementing CVAI solutions within Walmart stores that optimize labor, enhance e-commerce fulfillment efficiency, monetize data, and increase sales.Managed relationships with multiple stakeholders within Walmart on financial and operational scope of project.Identified priority areas of the business to capture incremental value in a time efficient manner. Developed and managed data table that generated analytics of KPIs on a physical shelf level within Walmart stores. Show less

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  Walmart

  Jul 2023 - now

  Senior Finance Manager | WMT US e-Commerce Strategy

  Provide ad-hoc analysis for WM US e-Commerce leadership to understand the profitability by shifting our strategy.Developed and manage P&L comparing unit economics of store fulfilled volume compared to items shipped from fulfillment centers that is leveraged by C-SuiteLed customer segmentation strategy based on whether customer lives within store delivery catchment and identified different behaviors in customer spending leading to actionable insights on why out of catchment customers sign up for Walmart's premium subscription service W+Led forecasting profitability impact of 25+ business initiatives tailored toward optimizing e-Commerce profitability through:1) Optimizing fulfillment logistics2) Encouraging customer behavior3) Identifying new profit pools Show less