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Jessica Shepherd

Jessica Shepherd

Financial Representative Intern

Followers of Jessica Shepherd748 followers
location of Jessica ShepherdGreater Milwaukee

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  • Timeline

  • About me

    Director of FP&A

  • Education

    • Appleton North HS

      2000 - 2004

    • IECS - The Strasbourg Graduate School of Management

      2007 - 2007

      Activities and Societies: Spent a semester abroad at IECS - The Strasbourg Graduate School of Management.

    • Marquette University

      2004 - 2008
      Business Administration Finance, Economics, French

      Activities and Societies: Marquette Economics Association, Financial Management Association, Big Brothers & Big Sisters, Marquette University Orchestra, Liturgical Choir

  • Experience

    • Thrivent Financial for Lutherans

      Jun 2007 - Aug 2007
      Financial Representative Intern

    • Assurant Health

      Sept 2007 - May 2008
      Market Intelligence Intern

    • Diversey Inc

      Jun 2008 - Feb 2011

      -Responsible for analyzing, accounting, and reporting on the $100M Food & Beverage business in the Americas region.-Provide monthly business review presentations to upper management -Develop the annual budget for North America Food & Beverage-Work with Sales Force to monitor customer P&Ls and profitability-Monitor Equipment sales / tracking in line with Sales Force o Responsible for budgeting, forecasting and analyzing centralized revenues & expenses for all North American business units totaling $105M EBITDAo Americas Super User for Global Profitability & Reporting tool o Monthly financial analysis of all North American business units and production of monthly results presented to senior executives

      • Financial Analyst - Food & Beverage Americas

        Mar 2010 - Feb 2011

      • Financial Analyst, Financial Planning and Analysis, Americas Region

        Jun 2008 - Mar 2010

    • Sealed Air Corporation

      Feb 2011 - Mar 2013
      Senior Financial Analyst, Warehousing and Logistics

      -Responsible for analyzing, reporting and forecasting of North America Warehousing ($20MM), Sales Freight ($35MM), Inventory ($52MM) and Customer Service ($6MM)-Prepare yearly budget for Inventory, Sales Freight Warehousing and Customer Service-Provide upper management reports on Logistics / Warehousing-Manage relationship with 3rd party freight payment provider for a streamlined cost effective approach in North America

    • Baird

      Apr 2013 - now

      • Director of FP&A

        Mar 2022 - now

      • FP&A Manager, Capital Markets & Principal Investments, SVP

        Jan 2019 - Mar 2022

      • FP&A Manager, Equity Capital Markets & Baird Capital, Vice President

        Apr 2016 - Dec 2018

      • Assistant Vice President, Sr Financial Analyst

        Jan 2015 - Mar 2016

      • Senior Financial Analyst, Equity Capital Markets

        Apr 2013 - Jan 2015

  • Licenses & Certifications

    • Series 7

      Mar 2018

    • Certified Corporate Financial Planning and Analysis Professional (FP&)

      Association for Financial Professionals
      Mar 2022

  • Volunteer Experience

    • Board Member

      Issued by Girls on the Run of Southeastern Wisconsin
      Girls on the Run of Southeastern WisconsinAssociated with Jessica Shepherd