
Jason Lord
As a seasoned executive within financial services and insurance, I have held responsibility across multiple functional areas and... | Greater Philadelphia, Greater Philadelphia, United States
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Jason Lord’s Location Greater Philadelphia, Greater Philadelphia, United States
Jason Lord’s Expertise As a seasoned executive within financial services and insurance, I have held responsibility across multiple functional areas and LOB's. My expertise spans multi-year, enterprise-wide technology and business transformation projects, as well as strategic planning, bringing a unique and innovative perspective to optimize deployment and customer experience. Throughout my career, I have demonstrated strong problem-solving and portfolio management abilities, as well as excellent communication and presentation skills up to the C-level, enabling me to successfully align resources enterprise-wide. I enjoy establishing a culture of collaboration, coaching and mentoring, managing global program budgets in excess of 50M with 15 direct reports and over 60 indirect team members. My specialties include: ★ C-Level & executive communication ★ Strategic planning, implementations and integration ★ Insurance (P&C, Life) / Financial Services ★ Cost & Operational Excellence ★ Strategic Initiatives and partnerships ★ Thought Leadership with an keen ability to transform vision into actionable steps ★ Ability to function as liaison between technology and business to efficiently drive programs to completion ★ Cross Enterprise Planning & Execution ★ Resource modeling & staffing ★ Business & Technology Transformation ★ PMO & Strategy Office build ★ Change Management ★ New product Go To Market strategy Illustrative accomplishments: ► Partnered with a top 20 insurance company and their IT and business teams to create an optimal and seamless user experience for loan processing, including managing foreign currency requirements and their impact on users. ► Led finance and IT transformation for an insurance client through strategic business planning, data cleanup, and reporting enhancements, resulting in a 23% expense reduction and 22% time savings. ► Led Insurance team, responsible for examining and identifying 2M+ in repeatable cost savings ► Leading the Go-to-Market strategy and POV related to expense management and cost allocation ► Led Reinsurance workstream at a global provider of specialty and reinsurance products to identify key initiatives for process improvement, allowing our client to scale over the next 5 years without adding headcount or increasing G&A expense while supporting their directive to reduce spend by 25M-75M. ► I advised a client on turning around a 54M program for a global insurance policy system deployment and was engaged as the global program manager to deliver it; working on-site in NYC, Singapore & Manila. ✉[email protected]
Jason Lord’s Current Industry Veracious Consulting
Jason
Lord’s Prior Industry
Grant Thornton
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Weisermazars
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Veracious Consulting
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Ey
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Work Experience

Veracious Consulting
Principal, Financial Transformation & Strategy
Tue Aug 01 2023 00:00:00 GMT+0000 (Coordinated Universal Time) — Present
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Senior Manager, Insurance Transformation, Process Improvement & Strategy
Fri Feb 01 2019 00:00:00 GMT+0000 (Coordinated Universal Time) — Tue Aug 01 2023 00:00:00 GMT+0000 (Coordinated Universal Time)
Veracious Consulting
Principal, Financial Transformation & Planning
Tue Aug 01 2017 00:00:00 GMT+0000 (Coordinated Universal Time) — Fri Feb 01 2019 00:00:00 GMT+0000 (Coordinated Universal Time)
Weisermazars
Senior Manager - Management Consulting
Fri Jan 01 2016 00:00:00 GMT+0000 (Coordinated Universal Time) — Thu Jun 01 2017 00:00:00 GMT+0000 (Coordinated Universal Time)
Grant Thornton
Senior Manager - Business Advisory
Mon Jan 01 2007 00:00:00 GMT+0000 (Coordinated Universal Time) — Fri Jan 01 2016 00:00:00 GMT+0000 (Coordinated Universal Time)