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Thomas JohnsonTJ

Thomas Johnson

Consultant (Financial Services and Operations)

€700/day
Raleigh, US
8-15 years

Average response time: 1 hour

About Thomas

I help small and mid-market businesses turn messy data, broken spreadsheets, and manual processes into the tools they actually need to run the business. I build custom Excel and Google Sheets models, Power BI and web-based KPI dashboards, financial models, scorecards, process automation tools, and executive-ready PowerPoint decks. Most engagements are fixed-price and fully scoped before work starts, and clients own everything I build. No subscriptions, no recurring platform fees, no proprietary lock-in.

My background is eight years in management consulting, most recently as a Senior Director at a boutique firm focused on financial services and P&C insurance. I have led engagements across claims, underwriting, distribution, finance, and operations for a Fortune 100 global insurer and the world's largest reinsurance broker. Representative work includes a North American claims triage redesign that reduced effort by 50%, a $250M direct-to-consumer growth strategy that exceeded 25% CAGR over three years, a $70M business case for a three-year digital transformation, and the standup of a new data strategy group that scaled to 15 hires in its first year.

I also run an independent analytics practice serving owner-operator businesses, where the work ranges from driver performance scorecards for logistics operators to job management and invoicing systems for trades businesses.
NYU Stern MBA in strategy and business analytics, UNC-Chapel Hill undergrad. PMP certified.

Comfortable working independently or embedded with a client team, and equally at home with the analytical work and the executive communication needed to land it.
  • English

    Native or bilingual

Can work on-site
Raleigh (up to 50km)

Experience

  • Old North Analytics
    Principal Consultant
    DIGITAL AND IT
    January 2025 - Today (1 year and 7 months)
    Raleigh, NC, USA
    Independent analytics and operations consulting practice serving SMB clients across workflow automation, business intelligence, and operational strategy.
    • Delivered payroll automation for a logistics client using Power Automate and structured data pipelines, eliminating 80%+ of a manual weekly processing cycle.
    Microsoft Excel Microsoft Power BI AI Automation Business intelligence Process facilitation
  • SSA & Company
    Senior Director, Financial Services
    BANKING AND INSURANCE
    January 2017 - January 2025 (8 years)
    New York, United States
    • Led internal full-firm transformation spanning market presence, operations, and technology investment to drive revenue growth over a five-year horizon.
    • Directed a team of five on a pre-adjudication process redesign for a Fortune 100 global P&C insurer, cutting claims triage and assignment effort by 50% and standardizing 40+ claimant communications.
    • Led strategy, research, and partnership development to expand a $250M direct-to-consumer voluntary coverage book, targeting 25%+ CAGR across product placement, distribution, and international scaling.
    • Stood up a new data strategy group and led an InsurTech research workstream for a Fortune 500 reinsurance broker serving 14 P&C insurers across the US.
    • Additional scope included international sales operations standup, global program delivery operating model rebuild, VOC survey and analysis, and Lean-based process improvement.
    Change Management Strategic planning Project Management Business analysis
  • Credit Suisse
    Analyst, Corporate Bank COO
    BANKING AND INSURANCE
    January 2014 - January 2016 (2 years)
    Raleigh, NC, USA
    • Supported COO function for the NA corporate bank, liaising with portfolio management across energy and FS verticals; contributed to operational reporting, process documentation, and internal project delivery.
    Valuation Banking Process facilitation

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Education

  • Master of Business Administration
    New York University, Stern School of Business
    2018
    Master of Business Administration
  • Bachelor of Science
    UNC-Chapel Hill, Kenan-Flagler Business School
    2013
    Bachelor of Science

Certifications

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