Jason Jones, MBA

Jason enjoys the challenge of problem solving — always looking for the best solution to clients’ needs. Drawing from a foundation of teamwork and leadership, he focuses on building relationships with clients to help them discover the solutions that will lead to opportunities for growth.

Jason’s background includes 10 years of data and analytics experience, as well as eight years in banking and additional experience at a Big 4 accounting firm. With expertise in interpreting, analyzing and assessing key business operations within finance, accounting and IT departments, Jason assists companies with process improvement, financial transformation, business intelligence and data analytics projects. He can speak multiple programming languages and has experience with various technology enablers/platforms, KPI monitoring and management dashboards. Jason also has extensive experience in the supervision and implementation of large-scale data and analytics projects for Fortune 500 clients involving cross-national departments and complex/evolving requirements. Additionally, he is a leader in the firm’s Beneficial Ownership Information (BOI) Reporting efforts.

• Beaumont School (Board of Directors, Finance Committee)

Jason is a resident of Gates Mills, Ohio, with his wife, two boys and golden retriever. He loves following all Cleveland sports teams, spending time outside, cooking new recipes and enjoying fine wine — especially from his favorite region, Burgundy.