Jack Melquist Email & Phone Number

Itasca, Illinois, United States

• Managed the finance team by delegating critical tasks, assisting when guidance is needed, and supporting their continued growth in the organization by providing opportunities
• Led the annual budget process by establishing and meeting milestones to remain on track, ensuring all inputs were growth-oriented while being attainable, and that NSC would be financially stable in the future
• Ran quarterly forecast processes and utilized results to make necessary changes that would help the company meet budgeted revenue and bottom-line goals
• Gave monthly financial figures to the executive team and financial acumen presentations to all managers, which gave both parties confidence in the areas they manage to make sound business decisions
• Partnered with key business members on their Ad-hoc requests by creating crucial models, projections, and historical trend analysis that aided in the success of the company

Itasca, Illinois, United States

• Developed relationships with key businesses by providing monthly financial reports that assists in their ability to make sound decisions
• Managed NSC’s pricing desk where I ensured that all prices were updated to reflect current competitive landscape, inflation, and product costs
• Played a critical role on the market analysis team by ensuring that all project investments were marketable, feasible, and strengthened NSC’s mission
• Ran the creation of the monthly results presentation that was presented to the entire executive and operations team with the goal of providing insights into the financials while highlighting risks and opportunities
• Led the quarterly forecasting process where I trained business and department owners on the input of estimates, reviewed estimates to ensure accuracy, and presented necessary findings to executive team

Chicago, Illinois, United States

• Facilitated the Finance team’s monthly process through results validation, preparing deliverables and analysis used by the group, running monthly variance analysis meetings, business partner meetings, and forecasting
• Prepared the monthly and quarterly CFO report with analytics and commentary, which would later be presented to the Board of Directors
• Own the budgeting and forecasting process for 17 departments through managing relationships with business partners, effective and efficient analysis, and a focus on financial accuracy
• Led the onboarding and training of two financial analysts and two summer interns
• Responsible for the analysis and report that led to the board selecting an Options clearing fee reduction
• System Admin for Oracle PBCS and Apptio responsible for maintaining accurate and efficient forecast, budget, and actual figures

Greater Milwaukee Area

• Led the company’s annual budgeting process by creating the sales forecast, analyzing the cost of sales targets, and automating budget templates
• Established and maintained databases in SQL that aided in accurate and efficient financial analysis.
• Developed and presented a template for monthly operational meetings with CFO, COO, and President, which gave a complete picture of each division's financial health
• Prepared quarterly presentations and reports for the executive committee that provided analytical insights and gave recommendations
• Acted as a resource for all levels of management to help gather, analyze, and summarize data for ad-hoc analysis

Wauwatosa, WI

• Updated company Health Plan Performance Model for semi-annual client meetings
• Created health insurance bench-marking study for school districts
• Facilitated financial forecasting software vendor meetings
• Aided Property and Casualty teams with their day-to-day work

Bachelor'S Degree, Finance

Education record