Jared Holzman
Finance · Workforce · Operations

Fifteen years at a Fortune 100 insurer, from FP&A to the analytics behind its transformation.

The hard part was never the technology. It was knowing what to build, and that judgment came from the business. Now I direct AI agents the way I’d direct analysts: I set the question and the standard, and they do the build.

Allstate’s Transformative Growth was a multi-billion-dollar remake of its $50B+ property-liability business as a low-cost digital insurer. My workforce and location analytics across 55,000+ resources enabled $244M in annual real estate savings. The board committed to a new product’s launch date on my forecast, and once the product was in market, I gave executives their first direct comparison against legacy products. A timekeeping methodology I devised became the foundation for automation saving $3M+ a year. That same rigor turns raw business data into the analytics, reporting, and forecasting leaders act on. Microsoft Certified: Power BI Data Analyst Associate (PL-300) · Chicago & Remote

The Work

These are not dashboards.

A dashboard is a one-page status screen. These are analytical platforms: engineered data models, ML scoring, geospatial pipelines, and deliberate storytelling that carries a decision-maker from question to answer.


What I Deliver

Fifteen years of Fortune 100 analytics, now delivered with the rigor of an enterprise BI team and the speed of AI agents.

Executive reporting, KPI frameworks, and the BI infrastructure designed around how leadership actually makes decisions, not around how the data happens to be structured. End-to-end Power BI development: semantic model design, advanced DAX, Power Query transformation pipelines, and geospatial analysis. Microsoft Certified PL-300.
Converting the manual, repetitive work around your data (report assembly, data prep, reconciliations) into automated pipelines that run on schedule. Built on Power BI Dataflows, scheduled refresh, and GitHub Actions, with AI agents building the pipelines from plain-language direction, so your team spends time on decisions, not busywork.
Connecting people, cost, and operational data into a single coherent picture that executives can act on. Whether that's headcount and location strategy, financial forecasting and vendor spend, delivery performance, or the operational metrics your business runs on, I build the analytical foundation that turns disconnected data into decisions.
The analysis behind the decisions, not just the reports. I partnered directly with the CFO and SVPs, tracking a restructuring across 55,000+ resources and 20+ business units and planning growth and reductions location by location. Earlier, I modeled the workforce capacity and funding scenarios for the early feasibility work on a multi-billion-dollar transformation and presented the findings to Bain & Company.

How it gets built. Today I deliver this work by directing AI agents. On my cannabis platform, builders work in parallel while two separate reviewer agents check the figures and audit the agents’ claims. Automated tests block a failing release, and nothing ships outside the standing rules I set. Enterprise rigor, without the AI slop.

Open to business intelligence, analytics, decision support, FP&A, workforce analytics, and transformation roles: full-time, project, or fractional.

Book a Call

The problems I solve

Whether it's one team, a growing company, or a Fortune 100 enterprise, the size doesn't matter. The signals do.

Signal 01

Month-end reporting burns days: disconnected systems and spreadsheets, stitched together by hand.

Signal 02

There's no single source of truth, and everyone trusts their own version of the numbers.

Signal 03

Decisions get made on data that's already a week stale.

Signal 04

One person "owns the spreadsheet," and the business is exposed if they leave.

Signal 05

Every leadership question is a fire drill: a one-off answer built from scratch, then thrown away.

The patternNobody wants another IT project. The reporting and automation need to work quickly, without a team built just to maintain them.

Built to scaleStart where you are, but what I build is a platform, not a dashboard, architected to scale with you as you add locations, data, and users, so growth never means tearing it down and starting over.


Embed. Ship. Compound.

The same operating model whether I'm embedded for a build, holding a fractional seat, or in a full-time role: learn fast, ship visibly, build capability that lasts.

01 · Embed

Learn the business

I start inside your team, on your real systems, learning how the business actually runs and how the data really flows.

02 · Ship

Working results, fast

Real automation and reports in weeks, delivered in increments you can see, correct, and put to work right away.

03 · Compound

Capability that keeps building

Every build documented and transferable: your team runs what's already live, and I stay on to extend it as the business grows.

AI speed without the AI slop: automated tests · reconciliation · audit trail · work your team can run without me. A failing release-blocking test halts publishing, and your team owns what ships.
FULL-TIME, PROJECT, or FRACTIONAL: one model, three shapes

Featured Work

From a flagship data product built by directing AI agents to Fortune 100 enterprise platforms, spanning BI, automation, ML, and the analytics leadership runs on.

Cannabis Markets Intelligence Platform

FLAGSHIP · PROOF OF METHOD

This is what “one operator directing AI agents” actually ships: a governed platform with a nightly release that brings 28 source families into one picture of the U.S. and Canadian cannabis market, on a daily, weekly, and monthly cadence by source, and backed by 23,595 automated tests and a release-blocking data gate. I built it on public market data and published the report, so you can inspect the work, and the checks behind it, before you trust me with your data. The same method I’d bring to your reporting.

Power BI Semantic Model DAX Python Automated Testing Version Control AI Agent Orchestration
▶ Interactive Report ● Live · 33 pages
A self-funded proof of method · a public report you can inspect · not investment advice
23,595
Automated Tests
99.5%
Tests Passing
$1.26B
Net Assets · 5 ETFs
1,293
DAX Measures
READ THE FULL CASE STUDY →

Medicaid Provider Billing Anomaly Detection

6-PAGE REPORT SUITE

An analytics platform that finds Medicaid providers who bill unlike their peers, built on publicly available CMS Medicaid claims. Analyzes $1.09T in Medicaid program spend across 617,503 providers (2018–2024) to surface statistical billing anomalies using an unsupervised 3-component ensemble (Behavioral Anomaly, Billing Exposure, and Geographic Ring) with specialty peer normalization and percentile-anchored risk tiers. Providers on the federal OIG exclusion list land in its top risk tiers at 2.2x the rate of all providers. Risk scores reflect statistical outliers in billing behavior only and do not indicate or allege wrongdoing. Built end-to-end with Claude via Model Context Protocol (MCP).

Power BI Python DAX Azure Maps Unsupervised Ensemble Anomaly Detection OIG / LEIE Validation Healthcare Analytics Claude via MCP
▶ Live Interactive Report Powered by Microsoft Power BI · Use tabs inside to navigate all 6 pages
Powered by Microsoft Power BI · Opens inline
Research project only · Statistical outliers in billing behavior · Does not indicate or allege fraud · No regulatory action should be taken based solely on these scores
VIEW LIVE REPORT →
Opens in Power BI · Best viewed on desktop
Watch the Build Process
Building the Pipeline: Data to Decisions
Built with Claude via MCP

The full build, documented. Watch six disconnected government datasets become a geocoded, scored, and visualized analytics platform, from raw Parquet and CSV files through a Python anomaly-detection pipeline to a custom-designed Power BI report. Built with Claude via Model Context Protocol (MCP).

FULL CASE STUDY →
$1.09T
Total Spend
617.5K
Providers Scored
$362.2B
Flagged Spend
2.2x
OIG Lift
VIEW FULL CASE STUDY →
The Fortune 100 record  ·  15 years at Allstate
Workforce & Real Estate

Enterprise Workforce & Real Estate Analytics

The centralized platform tracking 55,000+ resources across 150+ sites and 20+ business units, informing location and organizational decisions worth hundreds of millions, made in direct partnership with the CFO.

$244MAnnual real estate savings
55K+Resources tracked
Technology Finance

Technology Finance & Spend Intelligence

Vendor transactions consolidated into asset portfolios mapped to products, contract terms, and renewal dates: leadership’s first clear picture of technology spend.

$330M+Tech spend forecast & reported
$1.2BTech organization
Transformative Growth

Agile Delivery & Product Launch Forecasting

Inside the company’s multi-billion-dollar Transformative Growth program: the early feasibility modeling, the delivery analytics the rollout ran on, and the forecast the board used to commit to a new product’s launch date.

$3M+Annual automation savings
Also at Allstate: Workforce Visibility  ·  Product Analytics  ·  Pre-Transformation Feasibility & Financial Modeling
Read the full record →

Background

15 years at Allstate, from FP&A for its $1.2B technology organization to the workforce, real estate, and delivery analytics behind its multi-billion-dollar Transformative Growth and the launch of ASC, its new direct-to-consumer insurance product. Since July 2025 I’ve run Jared Holzman Analytics. I’m open to business intelligence, analytics, decision support, FP&A, workforce analytics, and transformation roles: full-time, project, or fractional.

Selected Highlights
▶

Enabled $244M in annual real estate savings. Led location strategy analytics across 150+ corporate sites for a 67% reduction in office footprint, and supported the $230M+ sale of the Northbrook headquarters. My model for an SVP-led COVID-19 task force showed only 3-5% of employees needed to be on-site.

▶

Produced the forecast the board used to commit to ASC’s launch date. Designed Agile forecasting from scratch, combining Scrum velocity and Kanban throughput with productivity assumptions across every delivery team.

▶

Partnered with the CFO on location strategy and organizational design across 55,000+ resources. Built the Enterprise Resource Strategy platform tracking headcount, roles, relocations, and severance across 20+ business units, and modeled the workforce capacity and funding scenarios for Transformative Growth’s early feasibility work, presenting the findings to Bain & Company.

▶

Identified $4.4M in savings across $330M+ in technology spend. Supporting Allstate’s $1.2B technology organization, built the forecasting and reporting for that spend and $185M+ in PMO, Security, and Risk Management workforce spend, and found the savings through software usage analysis and contract optimization.

▶

Architected Allstate’s first end-to-end Agile delivery analytics platform. Used by 10,000+ tech users; program-wide average sprint velocity rose 33% as teams adopted it. Also authored the business case for enterprise adoption of Digital.ai Agility; the rollout realized $710K a year in savings.

▶

Stood up enterprise analytics for a new direct-to-consumer product. Built a 10+ metric KPI framework and ZIP code-level geospatial analysis in ESRI ArcGIS to benchmark ASC against legacy products across markets and product lines.

I spent nearly 15 years at Allstate solving problems that didn't have obvious owners, the kind where the answer required building something that didn't exist yet.

It started in FP&A for Allstate’s $1.2B technology organization, where I built the financial infrastructure that gave senior leadership their first real visibility into $330M+ in enterprise hardware and software spend: vendor asset portfolios built from raw purchase order data, and automated executive decks that pulled SAP actuals and cut a multi-day monthly process to hours. Headcount forecasting for another $185M+ in workforce spend connected people costs to spend decisions. Software usage analysis with Procurement surfaced $4.4M in savings. The goal was a foundation the organization could actually make decisions from.

From there I moved into workforce strategy and analytics in 2014, working directly alongside the CFO on location strategy and organizational design. When Allstate set out to reinvent itself as a low-cost digital insurer through Transformative Growth, that work put me inside the transformation. Early on, I modeled workforce capacity and funding scenarios and presented the findings to Bain & Company for executive go/no-go decisions.

The restructuring came next, under the company’s Enterprise Resource Strategy (ERS). I built the headcount tracking, location modeling, severance forecasting, and real estate analysis that guided decisions across 55,000+ resources and 150+ corporate sites.

When COVID-19 hit, that foundation proved its value immediately. Selected for an SVP-led task force, I coordinated critical role designation across every business unit, a structured forecasting exercise that determined only 3-5% of employees required on-site presence. The work across ERS and the COVID task force enabled a 67% reduction in office footprint and $244M in annual real estate savings, and supported the $230M+ sale of Allstate’s Northbrook headquarters.

What Transformative Growth was building toward was ASC (Affordable, Simple, Connected), Allstate’s new direct-to-consumer insurance product. Getting there meant moving technology delivery from Waterfall to Agile at enterprise scale.

That shift created an immediate problem. The reporting infrastructure that existed was built for Waterfall, and Agile requires a completely different set of KPIs. There was no Agile reporting platform. I built one, starting with an interim Excel and PowerPoint scorecard that became senior leadership’s primary delivery report, then scaling to Allstate’s first end-to-end Agile delivery analytics platform in Power BI, used by 10,000+ tech users. Program-wide average sprint velocity rose 33% as teams adopted it.

The program had no clear picture of who was building ASC. I built a workforce visibility platform tracking 1,000+ contributors across 100+ teams by role, capability, and business unit, so leaders could spot staffing gaps and know who to engage for each workstream.

Leadership also needed a launch date it could commit to, and no Agile forecasting existed. I designed a forecasting model combining Scrum velocity and Kanban throughput with productivity assumptions across every delivery team, and the board used its forecast to commit to ASC’s launch date.

Building the platform also surfaced a significant data quality problem. Agile tooling data was inconsistently maintained across teams, undermining delivery metrics and forecasting. I worked with the tooling team to enforce required fields in Digital.ai Agility and built a data-validation report for Scrum Masters to resolve issues as they arose. From that same tooling data, I devised a timekeeping methodology that became the foundation for automation saving $3M+ a year.

Once ASC launched, the work shifted again. I built the analytics for ASC product performance: a 10+ metric KPI framework and ZIP code-level geospatial analysis in ESRI ArcGIS, giving executives a direct comparison of ASC against legacy products across markets and product lines.

Across the ASC years, I also mentored fellow analysts, setting the Power BI and data standards they built to, reviewing their work before release, training and onboarding new analysts, and running cross-team working groups.

Concept to market, I was there for every chapter. The problems were complex, the scale was real, and the work had to hold up.

Everything above took the resources of a Fortune 100 to pull off. Today, through Jared Holzman Analytics, I offer that same capability to organizations that don't have them, delivered by directing AI agents. On my Cannabis Markets Intelligence Platform, reviewer agents check the figures, release-blocking data tests halt publishing when the data fails them, and nothing ships outside the standing rules I set. Same discipline, same standard. That's what I bring to your organization.

15+
Years in Enterprise Analytics
$244M
Annual Real Estate Savings Enabled
$3M+
Annual Automation Savings
55K+
Resources Tracked

Technical

Power BI
SQL
Azure Maps
SAP
Apptio
Digital.ai
Claude
GitHub
SharePoint
VS Code
Excel
ESRI ArcGIS

Strategic

Business Transformation FP&A & Forecasting Decision Support Scenario Planning Workforce Strategy Workforce Analytics Location Strategy Executive Reporting Operational Metrics & KPIs Agile Delivery Analytics AI Agents

Education

University of Iowa, Tippie College of Business
BBA, Finance · BBA, Management & Organizations · Certificate in Entrepreneurial Management


What People Say

Feedback from colleagues and stakeholders I've built for.

I had the opportunity to work closely with Jared at Allstate. He's flexible, easy to collaborate with, and always willing to think through different approaches to get to the best views to help stakeholders make informed, data-driven decisions. He played a key role in supporting a large initiative's recognition program, helping drive transparency and consolidation across resources — partnering closely with the team to identify and recognize roughly 1,600 contributors while navigating funding, staffing, and data challenges. Jared also built the Agile delivery analytics and forecasting models that gave leadership a clear, real-time view of progress, risks, and delivery outlooks, and was the go-to partner for complex data analysis and Excel modeling. Jared is responsive, thoughtful, and a great teammate. I'd gladly work with him again and highly recommend him.

Susan Talton
Susan Talton Digital Product Manager · Allstate View Profile

I had the pleasure of partnering with Jared on several strategic initiatives focused on enterprise resource strategy, resource planning, agile metrics, and overall operational effectiveness. Jared consistently demonstrated strong analytical thinking and a structured, results-driven approach to problem-solving. His ability to connect data-driven insights with strategic goals made him a trusted thought leader on our team. Beyond his technical expertise, Jared brought exceptional organization, focus, and collaboration to every project. He challenged us to think differently and always sought ways to improve processes for greater impact.

Karen Grdina
Karen Grdina Senior Manager · Allstate View Profile

I had the pleasure of working with Jared for five years, during which he consistently demonstrated exceptional skill in data analysis, data visualization, and reporting. Jared took ownership of the Agile Executive Scorecard from me, automating and enhancing it to create a more scalable and efficient reporting process that increased visibility for leadership. Together, we built a range of highly visible dashboards and reports for enterprise risk management, agile delivery metrics, and other key business areas regularly used by senior leadership and C-suite stakeholders. He has an outstanding ability to translate complex data into clear, visually compelling insights that drive informed decision-making.

Troy Malik
Troy Malik Senior IT Portfolio Manager · Ulta Beauty View Profile

I've had the pleasure of working with Jared for several years on critical, high visibility projects and I can confidently say that he is an exceptional data and analytics professional. Jared has expertise in Power BI, Excel, data fundamentals, and consistently turns complex datasets into clear, actionable insights that drive smart business decisions. Beyond his technical skills, he is reliable, detail-oriented, and always willing to go the extra mile to ensure accuracy and impact.

Thomas Nguyen
Thomas Nguyen IT Risk Manager · Allstate View Profile

I worked closely with Jared Holzman as a key stakeholder to drive resource transparency within a transformative growth program at Allstate. Jared began with detailed Excel-based analysis and modeling to understand the full set of resources supporting the delivery of a new product. He went on to design and implement a Roster Dashboard that provided clear visibility into staffing, team capabilities, and resource allocation across this large-scale, enterprise-wide transformation. This solution enabled Scrum Masters to keep team rosters up to date in near real time and helped leadership better understand team capabilities, strategic alignment, and whom to engage for specific workstreams. Jared brings strong data analysis and problem-solving skills, along with the ability to translate complex information into clear, actionable insights. His contributions created meaningful visibility and alignment, and his skill set would be a valuable asset to any organization. I would highly recommend him.

Kshitija Sansare
Kshitija Sansare, MBA Release Train Engineer · CNO Financial Group View Profile

During my time at Allstate, I had the opportunity to work closely with Jared. He is a highly skilled technical finance professional who consistently bridges complex technical concepts with business needs. Jared played a key role in providing insights that informed strategic, technical, and business decisions, enabling teams to make well-grounded choices and achieve stronger outcomes. His insight, reliability, and ability to translate data into actionable strategy made him a valuable partner and a trusted resource.

Philip McCully
Philip McCully Senior Director, Client Implementation Services · Jopari Solutions View Profile

Let's Connect

Hiring an analytics or strategy leader? Standing up an analytics function? Have a Power BI project that needs to be done right? I’d love to hear what you’re working on.

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