JACK

Business Intelligence & Operations Partner | Turning messy systems into clean and confident decisions

Business Intelligence & Operations Partner | Output Labs (2019 - Present)

About

I love helping others accelerate their productivity.

Every day, I strive to help my teammates answer the essential problems that bog them down in their day-to-day workflows.

Most businesses have the data captured, but not the connection points. Time, know-how, and desperate information sources all contribute to this obstacle. With my knowledge and experience, I consider myself the perfect candidate to tackle this problem.

How I work

Orient & reconcile first.
I am knowledgeable in all systems a business can use and pull together relevant information in seconds.
Make it visible.
I am experienced in understanding business data and working with you to provide insights and analysis, supported by tailored visuals and dashboards I can create in seconds.
Monitor & nudge (on call).
I keep an eye on business-critical workflows and step in early: aging quotes, margin drift, unbilled items, time vs. schedule variance, and stalled handoffs. I’m on call to flag risks, trigger lightweight automations, and help the team take pre-emptive action.
Iterate with you.
After delivery, I handle follow-ups and run “what-if” scenarios so next week’s estimate, and next quarter’s plan are smarter. Steady rhythm, continuous improvement.

Moments I'm proud of

Cut weekly meeting prep 30% by replacing manual rollups with live views.
Improved forecast accuracy ~25% by reconciling ops and payroll and closing the gap between scheduled vs. paid hours.
Recovered missed revenue (like an $88 shipping charge) through exception alerts tied to AR aging.
Shortened lead-to-job time ~15% by surfacing stalled quotes and aging follow-ups.

What I can help with

Project profitability
Job costing
Margin by service/client
Quote follow-ups
Pipeline visibility
KPI design
Lightweight workflow automations

Experience

Business Intelligence Analyst

Output Labs

2019 - Present

I partner with client experience and service teams to connect ops, finance, and sales data into a single, picture that my teammates can understand and use.

Key Achievements

Profit you can trust: Matched Jobber time logs with QuickBooks payroll (incl. burden) to move from “estimated” to true labor cost; leadership reset pricing on two low-margin services within a week.
Faster decisions: BI assistance, working with executives to return fact-based insights and dashboards in seconds (ex. “Which jobs this month are sub-20% margin?”).
Revenue capture: Implemented small-dollar exception checks (shipping/fees) and recovered a backlog of missed line items, including an $88 fee that paid for the alerting setup in week one.
Focus the business: Identified the top 10–20% clients & ordered services driving our gross margin and recommended pruning two offerings that consistently underperformed.
Early overrun alerts: Built variance monitors for time & materials; flagged issues while work was live, not after close-out.

Education

Output Workshop

Ongoing Training & Practice

2008 - 2025

Live casework on cross-functional workflow design and automation guardrails.
Instrumented a field-ops productivity stack tying CRMs, dispatch, and payroll into one OKR cadence.
Worked with peers to line up field activity with what shows in the books.
Built a playbook for translating qualitative sentiment into weekly productivity reviews.

Licenses & Certifications

Active + in progress

Google Analytics 4 Certification
Google
In progress
Looker Business Analytics
Google Cloud
In progress
HubSpot Reporting Certification
HubSpot Academy
In progress
QuickBooks Online ProAdvisor
Intuit
If applicable

Skills

Data Integration & Systems

Data Integration
Financial Data Integration (QuickBooks, Xero)
CRMs and Operations Management (Jobber, HubSpot)
Marketing & Web Analytics (Google Analytics 4, Facebook Marketing)
Communications/Telephony (RingCentral, Dialpad)

Business Intelligence

Business Intelligence (BI)
Conversational Analytics
Data Visualization
Real-time KPI Generation

Financial & Strategy

Financial Reporting
Project Profitability Analysis
Predictive Forecasting

Operations & Workflow

Operational Efficiency
Workflow Automation
Performance Monitoring
Decision Support
Sales Pipeline Visibility

Projects

Project 1

Strategic Profitability Breakdown: Gross Margin by Service Line

Project Name: Strategic Profitability Breakdown: Gross Margin by Service Line
Associated with: Output Labs (IOL)
Skills: Financial Reporting; Project Profitability Analysis; Business Intelligence (BI); Data Integration; Decision Support
Additional Details: Start Date: 2019 | End Date: Ongoing (Present)
Description: Designed a dedicated multi-tool analysis project to solve the strategic challenge of identifying which services, products, or lines of business truly drive profits versus consuming resources. The final output is an instantaneous, accurate, and granular breakdown of gross profit margin per service.

Contributions:

Challenge: Business leaders lacked a clear, real-time breakdown of gross profit margin by service line, making critical decisions on pricing and resource allocation risky.
Action: Executed multi-tool data blending to combine service-level revenue and direct costs from the operational platform (Jobber) with total financial overhead and full payroll costs from the accounting software (QuickBooks Online).
Result: This systematic approach provided the capability to identify the top 10-20% of services and clients that drive profitability, enabling leadership to refocus resources and set data-informed pricing.

Project 2

The 4-Step Profitability & Operational Clarity Methodology

Project Name: The 4-Step Profitability & Operational Clarity Methodology
Associated with: Output Labs (IOL)
Skills: Data Integration; Project Profitability Analysis; Financial Reporting; Operational Efficiency; Conversational Analytics
Additional Details: Start Date: 2023 | End Date: Ongoing (Present)
Description: Developed and deployed a core methodology for transforming complex, time-consuming business questions (e.g., 'Was this job profitable?') into simple, instant answers. This project eliminated manual data compilation, recovered lost revenue, and provided leaders with financial certainty, consistently achieving a 25% improvement in forecast accuracy and a 15% reduction in lead-to-conversion time.

Contributions:

Step 1: Data Collection (Live Connectors) -- Gathered all relevant data by connecting directly to client systems (accounting and operations management) using live connectors.
Step 2: Reconciliation (Bridging the Gap) -- Reconciled all revenue and costs, specializing in calculating true labor cost by bridging time logs and financial data.
Step 3: Report & Chart -- Produced transparent summary reports and visuals in seconds, cutting manual meeting prep time by 30%.
Step 4: Stays Until the Job is Done -- Built the capability to dive deeper, answer follow-up questions, and model 'what-if' scenarios for future planning.