Jack Shelledy Email & Phone Number

San Diego, CA, US

New York, New York, US

• Develop and maintain financial models, forecasts and budgets to provide accurate and timely financial insights to senior management and the board
• Lead business reviews and board deck prep to share performance updates and drive strategic shifts based on latest trends
• Oversee monthly headcount and budgeting process to manage and recalibrate spend on a monthly basis
• Provide variance analysis to identify key drivers of business performance
• Trusted partner to Accounting and Revenue Operations teams, as well as cross-functional stakeholders
• Drive initiatives to improve existing planning processes, drive automation, and streamline deliverables

New York, New York, US

• Own reconciliation processes and ensure complete, accurate, and timely downstream reporting within data sources
• Update financial models according to month-end close deadlines and research variance sources
• Trusted partner to Accounting and Revenue Operations teams, as well as broader FP&A and Business Analytics team members
• Provide general support to the FP&A team on core reporting (ARR, Operating Reviews, KPI reporting, Board Decks, Executive budget reporting, etc.)
• Define, implement and automate scalable financial process and analysis improvements

Redwood City, California, US

• Collaborate with sales, marketing, and customer success to develop top-line bookings and revenue forecast
• Key business partner for headcount planning, operating expenses, and key business metrics
• Assist in management reporting, including KPI’s and performance vs. plan for senior leadership and the board
• Prepare budget vs. actuals analysis and accruals for month-end reporting and close

San Francisco, California, US

• Develop financial models and analytical tools to support annual budgeting and planning
• Provide strategic analysis, ensuring a detailed understanding of the impacts of organizational and strategic changes on our organization
• Prepare annual sales goals for worldwide sales team, through building of complex financial models, scenario analysis and evaluating financial impacts
• Drive process improvements and participate in reporting enhancements, working closely with business optimization, sales operations, and data analytics teams, with a mindset of continuous improvement

Northbrook, IL, US

• Develop monthly financial forecasts and pro forma deliverables to inform leadership and drive action
• Prepare financial updates and business presentations for key management including P&L results
• Engage in accurate, timely, and consistent financial reporting that communicates key trends

Northbrook, IL, US

• Engaged in financial reporting, deep-dive analytics, and financial projections while collaborating with senior leadership across the corporation
• Isolated key drivers, quantified impacts, and forecasted implications of strategic initiatives
• Analyzed and reported financial results, leveraging multiple data sources, to influence and drive action within finance and with business partners

Milwaukee, WI, US

• Provided client value through financial planning and insurance solutions
• Received financial training, developed business accumen, honed relationship building skills

Roseville, California, US

• Assisted individuals, families, and businesses in pursuing retirement and financial goals
• Conducted investment research using various financial platforms to analyze stocks, mutual funds, and ETFs to help build successful client portfolios

New York, NY, US

• Practiced sound investment management principles leveraging fundamental and technical analysis
• Engaged in financial research to learn stock market dynamics and understand investment analysis

Bachelor’S Degree, Business/Managerial Economics

Minor, Technology Management