Experience

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  Northwestern mutual financial network

  May 2008 - Aug 2008

  Financial representative intern
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  Fsu foundation

  Aug 2008 - May 2009

  Investment intern

  - Assisted in back office management of $400 million investment pool.- Determined gift valuations and coordinated with the accounting department the proper value of all securities.- Created monthly reporting for trust accounts to be used by senior management.

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  Lockheed martin

  Jun 2009 - Oct 2014

  Jake supported the Finance Focus group within the Corporate Internal Audit team. Roles and responsibilities include:- Complete an audit plan over the course of a year and touch on areas such as general financial controls, revenue recognition, cash and banking, inventory, accounts payable, equity, financial statement consolidation, overhead accounts, PP&E, and many others.- Participate in Risk Reviews to identify, research and communicate exposures to the corporation.- Build effective relationships with client to ensure frequent and accurate communication.- Deputy Lead on business area financial controls audit, responsible for effectiveness of entire audit by planning schedule, maintaining reporting and briefing to executive management.- Participate in several in-house internal audit focus development trainings. Show less Financial Analyst in 3-Year Finance Leadership Development Program consisting of annual finance-related rotations with a focus on leadership development through in-house training and company sponsored development programs.Lead Analyst on the Finance Team at Electronic Systems Headquarters. Current roles and responsibilities include:- Analyze and consolidate key financial metrics for $14 billion Electronic Systems business area, creating accurate financial forecasts of Orders, Sales, Earnings, Cash and ROIC metrics on a monthly and quarterly basis.- Present financial results to Executive Leadership at monthly financial reviews and liaison to Ernst & Young Audit team for quarterly financial statement audit.- Develop pro forma financial forecasts for long range planning efforts to project company performance and resource allocation over short-term horizon.- Coordinate efforts between five, geographically diverse financial planning teams to deliver risk-assessed forecasts and financial reporting used by executive management.- Develop, track and monitor multi-million dollar executive staff overhead budget for fourteen functional departments, driving operations efficiencies and budget discipline.Previously worked as a Financial Analyst at Information Systems & Global Solutions Central Planning Team. Roles and resonsibilities included:- Responsible for monitoring the performance of the three product lines within business unit, providing monthly, quarterly and year-end financial and operational deliverables for Executive management review.- Identify forecasting tendencies, historical trends and leverage programmatic knowledge of product lines to create a more accurate risk-assessed financial forecast.- Develop and maintain rapport with product line planning teams to create a transparent relationship where risk and opportunities are communicated in a timely manner. Show less

  • Senior Financial Analyst

    Jan 2013 - Oct 2014

  • Financial Analyst

    Jun 2009 - Jan 2013
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  Deloitte

  Oct 2014 - now

  Jake is a Manager in Enterprise Risk Management market offering, within the Cyber and Strategic Risk Operating Portfolio. Jake advises clients on managing enterprise and financial risk, specifically specializing in the areas of enterprise risk management, compliance and internal audit. Jake also has payment integrity experience across large federal agencies. Jake supported the Pension Benefit Guaranty Corporation in their Corporate Finance & Restructuring Department, monitoring a portfolio of companies and advising on pension-related matters.

  • Senior Manager

    May 2022 - now

  • Manager

    Jun 2017 - Jun 2022

  • Senior Consultant

    Oct 2014 - Jun 2017