Jen Garcia
Director
Jen Garcia is a Director at Reference Point. In her role, Jen helps Financial Services clients solve strategic business problems, navigate complex data ecosystems and innovate at scale. Jen is known for her ability to synthesize complex situations into a digestible, action-oriented format for the C-Suite and their supporting teams. She helps drive strategic outcomes by listening to her clients and applying a strong disciplined approach to delivering key business objectives.
In addition to leading some of the Banking and Insurance sector's largest transformation programs, Jen has worked closely with the C-Suite on a variety of modernization and growth initiatives. By helping her clients implement technology automation tools and redesign their Finance organizations, Jen has enabled accelerated growth in their customer base and partnerships.
Jen specializes in large-scale Finance Transformation (with a focus on SAP and Oracle), Finance Operations, Strategy, Process Improvement, and PMO across the Banking and Insurance sectors. She joined Reference Point from EY where some of her accomplishments included leading multiple post-separation M&A finance modernization programs at large Insurers, managing global large-scale ERP implementations at several large banks post-acquisition, and providing strategic advisory on Banking data remediation programs.
Prior to consulting, Jen began her career in Investment Banking in the Financial Institutions Group (FIG) at J.P. Morgan where she focused on M&A transactions in the Insurance sector. Jen holds a Master of Business Administration from NYU Stern School of Business and also a Bachelor of Science in Finance from Baruch College.
One Team,
One Vision
We understand complexity firsthand and have successfully navigated the challenges faced by global financial services firms. With our diverse skills and experience, we deliver innovative solutions while maximizing target performance and minimizing disruptions and risk.