Mason Kimbarovsky

Operations Manager • Financial Analyst • Product Manager • Chicago, IL, US

Business Automation

SQL

VBA

Business Operations

Operations Management

Product Management

Project Management

Project Planning

Optimization

Data Analysis

Financial Modeling

Financial Analysis

Strategy & Business Development

Forecasting

Consulting

Information Analysis

Critical Thinking

Qualitative Analysis

Analytical Thinking

Automation

Market Research

Research

Marketing

Microsoft Office

Bloomberg

G-Suite

Adobe Creative Cloud

Data Formatting

Microsoft Excel

Multilingual

Russian

Spanish

Available for hire fromNegotiable

Full-Time Roles

Contracts

Versatile business and finance operations specialist with a proven record in automation and strategic growth

Experienced strategy and operations specialist with a passion for scaling businesses with data-driven automation. I'm a generalist at heart with a 0-1 mindset, thriving in fast-paced environments. I've directly impacted startups and established companies spanning finance, operations, marketing, and healthcare. If I'm not working, you can find me going on a run with my pittie, playing tennis or chess, or cooking up a new recipe for a cookbook I've been working on.

Projects

Revenue, Billing, and Performance Calculation Automation

I led a significant automation project at JAG Capital Management, mastering SQL and VBA to streamline a complex, months-long revenue and billing process into a 20-minute task. Collaborating with teams from operations to the executive level, I not only met but exceeded project goals by integrating new reporting functions and KPIs. I produced comprehensive, accessible documentation and facilitated in-depth training sessions, ensuring all employees could confidently use the new system. The project resulted in a 3500x increase in efficiency, alongside considerable annual cost reductions.See More

Work History

Business and Finance Strategist

Techstars Chicago (Techstars 2023)Oct 2023 - Present • 1 yr• Advise founders on financial models, marketing initiatives, and investor pitching • Collaborate with founders to refine business model and optimize pricing and growth strategies

Strategy & Operations Specialist

JAG Capital ManagementJan 2022 - Aug 2023 • 1 yr 8 mos• Led and managed a critical automation project using SQL and VBA, transforming a multi-month manual process into a 20-minute task, modernizing revenue, billing, and KPI processes • Developed a seamless process for S&P GICs performance data retrieval, improving daily efficiency, effectiveness, and scalability • Collaborated with cross-functional teams to implement and standardize Advent APX and Moxy configurations across client, portfolio, and reporting functions • Managed pre-and post-trade compliance documentation, audit, and workflow optimization

Capital Markets Analyst Intern

JAG Capital ManagementJun 2021 - Jan 2022 • 8 mos• Analyzed 70+ public companies and industry trends, delivering actionable insights to the investment team • Established and maintained a morning research digest, providing crucial market data across all S&P sectors • Documented trading life-cycle workflows from trade idea origination to settlement

Marketing Strategy Consultant

Venture Café St. LouisApr 2021 - May 2021 • 2 mos• Redesigned and launched a tailored weekly newsletter targeting a network of entrepreneurs, startups, and investors • Assisted development of marketing strategies for increased community engagement and event attendance

Marketing Specialist

M1 FinanceDec 2020 - Mar 2021 • 4 mos• Developed video content to improve brand awareness and financial literacy and wellness among high net-worth Millennials and Gen-Z across four platforms (TikTok, Twitter, YouTube, Instagram) • Created production standards, produced animations, and supported script development to boost conversions and engagement (generating 100,000+ impressions)

Strategic Operations Intern

TruHaven HomesMay 2019 - Aug 2019 • 4 mos• Streamlined workflows and managed vendor interactions via CRM, boosting efficiency and conversion metrics • Improved customer support effectiveness by implementing new software and automation routines

Education

Saint Louis University

Bachelor's Degree, FinanceAug 2019 - May 2023

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