Jacob Andrew Spencer Email & Phone Number

Salt Lake City, Ut, Us

Salt Lake City Metropolitan Area

Assist front office operations by generating decks and handling required trade documents.

- Aided 3 clients in obtaining $350K+ debt funding by developing financial projections and refining business plans - Assisted in M&A transaction of 2 businesses by reviewing and revising pitch decks and financial forecasts- Helped 23 clients start their own businesses by teaching them the financial and logistical steps to start a business

Lisle, Illinois, United States

- Supervised overseas team of 3 responsible for reporting key performance indicators to upper management- Published monthly forecast and provided analysis on actuals vs forecast to help management understand the condition of the business- Helped implement new financial system by creating automated reports to reduce labor and costs

- Organized and graphed 3+ years of international financial product data using Excel pivot tables and presented to upper management to identify high-return, international products and customers- Refined and updated Zions’ internal country rating and proposed new credit limits for 65+ countries - Automated an Excel data report using pivot tables and smart graphs to display live statistics on Covid-19

Logan, Utah, United States

- Improved on-time delivery from 98% to 98.9% for 3 customers representing $14.4M+ annual revenue as member of a 5 person team by accurately tracking products and coordinating production flow with other teams- Developed an Excel report model that saved 10 hours of data validation weekly using xlookup, conditional formatting, and imported data

Vernal, Utah, United States

- Quadrupled the initial investment in under 4 months- Determined the most profitable equipment investments using capital budgeting analysis skills- Created a marketing strategy that doubled the previous number of customers using Facebook and Google marketing services- Recruited, trained, and managed a team of 4 employees

- Taught financial analysis, accounting, and capital budgeting principles to students- Provided instruction on time-management and study skills that helped students raise their grades- Conducted 3 hours a week of research on teaching skills to improve tutoring sessions