Jason Behrens, Cpa
About Jason Behrens, Cpa
Jason Behrens is a Director of Data Analytics & Reporting at UBS, where he has worked since 2021. He holds a Bachelor of Business Administration and a Master's of Accountancy from the University of South Carolina and has a background in developing data-driven processes and financial models.
Work at UBS
Jason Behrens serves as the Director of Data Analytics & Reporting at UBS, a position he has held since 2021 in Weehawken, New Jersey. In this role, he has developed an end-to-end process for institutional consulting, ensuring that asset concentrations align with client investment policy statements. He has also integrated SQL and Python into operational and strategic reporting, which reduced reliance on Excel-based data sources for data manipulation and validation. Additionally, he coordinated the development of a text analysis algorithm that identified $40 million in recurring revenue for UBS' Held Away Retirement Consulting Business.
Education and Expertise
Jason Behrens earned a Bachelor of Business Administration (B.B.A.) in Accounting and Information Technology from the University of South Carolina - The Moore School of Business, studying from 2010 to 2014. He furthered his education by obtaining a Master's of Accountancy from the University of South Carolina - Darla Moore School of Business, completing his studies from 2014 to 2015. His academic background provides a strong foundation in accounting principles and information technology, which supports his current role in data analytics and reporting.
Professional Background
Prior to his current position at UBS, Jason Behrens worked as a Business Analyst at UBS from 2018 to 2021 in the Greater New York City Area. Before that, he served as a Consultant at Dixon Hughes Goodman LLP from 2015 to 2018. He began his professional career as a Risk Advisory Intern at Dixon Hughes Goodman LLP in 2014. Additionally, he gained experience as a Graduate Assistant at the University of South Carolina from 2014 to 2015. This diverse background has equipped him with a range of skills in analytics and consulting.
Key Achievements
During his tenure at UBS, Jason Behrens has made significant contributions to the organization. He redesigned multiple processes to run automatically, which significantly reduced labor hours for repetitive tasks. He also created a portfolio of financial models that supported a strategic business initiative with the potential to generate $300 million in recurring revenue. These achievements demonstrate his ability to drive efficiency and support revenue generation through data-driven initiatives.