Jeremy Moore

Financial Systems Analyst at Harris Williams

Jeremy Moore has a diverse background in data analysis and financial systems. In their current role as a Financial Systems Analyst at Harris Williams since June 2022, they are responsible for designing, testing, and implementing a procurement system configuration. Jeremy also serves as a finance and technical liaison, monitoring system controls and developing the firm's business intelligence capabilities.

Prior to this, Jeremy worked at Genworth from December 2020 to June 2022 as a Data Analysis Manager. In this position, they were the primary liaison for various departments, ensuring internal system controls and data integrity while also developing the company's business intelligence capabilities. Jeremy trained analysts and actuaries in regulatory research and financial modeling, and collaborated on information systems improvements.

Before that, Jeremy held the role of Senior Data Analyst at Genworth from April 2019 to December 2020. Jeremy collaborated with multiple departments to identify regulatory requirements and introduced best practices and model governance standards. Jeremy also led a team of junior analysts and was promoted within 12 months for their strong performance and strategic insights to executive management.

Jeremy's experience also includes working as a Data Analyst at Genworth from April 2017 to April 2019, where they conducted financial solvency analysis and managed project milestones and reporting.

Prior to their time at Genworth, they worked as an Analytics Consultant III at Wells Fargo Home Mortgage from June 2016 to November 2016, where they collaborated with IT to identify foreclosure risk variables and developed statistical regression models.

Jeremy's earliest work experience was as an Analytics Consultant at the Center for Analytics Research and Education from May 2015 to June 2016. Jeremy constructed data science models and presented research on peak power consumption periods and energy reduction strategies.

Overall, Jeremy Moore has shown a strong background in data analysis, financial systems, and modeling, and has consistently demonstrated leadership and strategic thinking in their roles.

Jeremy Moore completed their education at Appalachian State University. Jeremy obtained a Bachelor of Science (BS) degree in Biology/Biological Sciences, General from 2008 to 2013. Later, they pursued a Master of Business Administration (MBA) degree in Logistics, Materials, and Supply Chain Management from 2015 to 2016. In addition to their formal education, they have acquired various certifications. These include Coupa Procurement Management and Reporting from Coupa Software in November 2022, S99TO - Operations Professional Examination from FINRA in August 2022, and SIE - Securities Industry Essentials Examination from FINRA in July 2022. Jeremy also holds The BB&T Leadership Institute's Emerging Leaders Certification from March 2016. Additionally, they have certifications in Lean Six Sigma, including Lean Six Sigma Black Belt obtained in February 2016 and Lean Six Sigma Green Belt obtained in December 2015. There is a mention of Lean Six Sigma Master Black Belt, but no specific details regarding its completion date or institution.

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Richmond, United States

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Harris Williams

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Harris Williams & Co. is a boutique investment banking firm specialized in advisory services and financings for middle-market companies. It offers mergers and acquisitions advisory, management buyouts, and fairness opinion services.The firm provides services for the aerospace, automotive, building product and material, chemical;commercial and industrial equipment, consumer or business services, consumer product, marketing, energy and power, food and beverage, forest and paper product, furniture, healthcare and life sciences, media and entertainment, metal fabrication, mining, business outsourcing, packaging, retail, technology, telecommunications, textile, and transportation and logistics sectors.Harris Williams’s clientele includes American Tower Corporation, Procter & Gamble, Schering-Plough, Oglebay Norton, Linesoft Corporation, Snyder Industries, Pioneer International, Banc One Capital Partners, Cedar Creek Partners, and Allied Capital.Harris Williams was founded in 1991 and is headquartered in Richmond, Virginia with additional offices in Massachusetts, California, Pennsylvania, and Minnesota.


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