Jim Isler
About Jim Isler
Jim Isler is a Senior Financial Analyst with over 20 years of experience in data management and analytics. He has worked at Fidelity Investments and currently serves at Western & Southern Financial Group, specializing in financial modeling and business strategy development.
Work at Western & Southern Financial Group
Jim Isler has been employed at Western & Southern Financial Group (IFS Financial Services) as a Senior Financial Analyst since 2009. In this role, he leverages his extensive experience in data management and analytics to support various business areas. He is responsible for creating policies, procedures, and audits that facilitate informed business decisions. Additionally, he specializes in designing dynamic and detailed multi-year forecasting models for revenue and expenses, which are crucial for strategic planning.
Experience at Fidelity Investments
Prior to his current position, Jim Isler worked at Fidelity Investments for a total of 15 years. He began his tenure as a Billing Coordinator from 1994 to 1995, then transitioned to a Financial Analyst role from 1995 to 2005, where he spent a decade honing his analytical skills. He later served as a Senior Financial Analyst from 2005 to 2009, further developing his expertise in financial analysis and project management.
Education and Expertise
Jim Isler studied at Northern Kentucky University from 1987 to 1992, where he earned a degree in Accounting and Finance. His educational background provides a solid foundation for his career in financial analysis. He also holds a Six Sigma certification, which enhances his project management capabilities and process improvement skills.
Professional Skills and Contributions
With over 20 years of experience in data management and analytics, Jim Isler has developed a strong skill set that includes business case scenario modeling to explore growth strategy opportunities. He regularly presents financial overviews, net sales, and P&L results to Senior Management and their teams, contributing to informed decision-making at the organizational level.