Greg Stone is a Consultant 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. Greg is skilled at driving 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.
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.