Greg Stone

Greg Stone


Greg Stone is a Manager at Reference Point with experience leading and supporting process improvement initiatives, leveraging automation and tools to streamline regular processes and visualize key metrics. He brings skills in assessing processes and new technologies, developing targeted recommendations, and implementing and managing the target state solutions for client's pain points. He has supported the identification, launch, and roll-out of new processes and tools across financial institutions, including collaboration with vendors and various stakeholder groups and communications / change management efforts.  

Recently, Greg led an end-to-end data quality reporting re-design, focused on automating and expanding existing manual reporting process to yield significant time savings, reduce manual error risk, and expand systems and dimensional metrics coverage. In addition, he has led the migration of information assets and maturing of Data Management & Governance for Mission Critical Assets to meet external regulatory requirements at a tier 1 bank. Greg is skilled at driving technology adoption, creating communities, and has a track record of providing improvements, documentation, and applying best practices for client use. He is passionate about helping clients work smarter, not harder by implementing automation. 

Prior to joining Reference Point, was a Manager at PwC leading the commercialization effort to provide improvements and build finance automations for clients. He has successfully implemented automations to provide efficiencies and reduce hours for clients. Additionally, he led the adoption and awareness of all Citizen-led technology tools (Alteryx, UiPath, Tableau, Power BI, Microsoft Power Platform) through the creation of trainings and build of communities. Greg helped create and implement an automation strategy that resulted in over 4 million runs in automation tools used across PwC. 

Greg graduated from Elon University with a double major in Accounting and Finance. Additionally, he holds a CPA, Alteryx, and Power Platform Certification. Outside of work Greg loves to Golf, travel, trade, and play sports. 

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