Jason Helfand
About Jason Helfand
Jason Helfand is a Senior Business Operations and Financial Analyst with extensive experience in financial analysis and operations management. He has held various roles in notable companies, including KLD Energy Technologies and Regions Bank, and has a Bachelor of Business Administration from St. Edward's University.
Current Role at SparkCognition
Jason Helfand serves as a Senior Business Operations and Financial Analyst at SparkCognition, a position he has held since 2019. In this role, he focuses on operational metrics and sales forecasting, contributing to the company's strategic financial planning. His responsibilities include leading customer and investor targeting initiatives, which involve identifying and researching potential firms, developing strategies, and facilitating initial interactions.
Previous Experience in Financial Analysis
Prior to his current role, Jason Helfand worked at CognitiveScale as a Senior FP&A Analyst from 2017 to 2019. His experience also includes a seven-year tenure at KLD Energy Technologies, Inc., where he held positions as Senior Financial Analyst and later as Manager of FP&A and Investor Relations from 2010 to 2017. His background in financial analysis has equipped him with skills in designing financial models aimed at fostering economic growth.
Early Career in Banking and Business Development
Jason Helfand began his career as a Branch Operations Manager at Regions Bank, where he worked from 2002 to 2007. He then transitioned to SunGard as a Business Development Specialist for nine months in 2007-2008. These early roles provided him with foundational experience in operations and business development that he has built upon throughout his career.
Education and Academic Background
Jason Helfand studied at St. Edward's University, where he earned a Bachelor of Business Administration (BBA) degree in Business Administration and Management. His academic background has contributed to his expertise in financial analysis and operational strategy.