Jacob Andrew Spencer

Jacob Andrew Spencer Email and Phone Number

Capital Markets Analyst @ Zions Capital Markets
Jacob Andrew Spencer's Location
Logan, Utah, United States, United States
Jacob Andrew Spencer's Contact Details

Jacob Andrew Spencer work email

Jacob Andrew Spencer personal email

n/a
About Jacob Andrew Spencer

As a dedicated and results-driven finance professional, I have a proven track record of academic excellence and hands-on experience in capital markets, business consulting, and financial planning. I graduated from Utah State University’s Jon M. Huntsman School of Business with BAs in Finance & International Business, and a minor in Real Estate, achieving a 4.0 GPA.I am passionate about continuous learning and professional growth. I am always seeking opportunities to expand my knowledge and skills in finance and international business. I am eager to connect with like-minded professionals and industry leaders to exchange ideas, share insights, and collaborate on innovative projects. Let’s connect and grow together!Skills and KeywordsFinancial Statements, Business Development, Financial Analysis, Business Planning, Financial Modeling, Financial Reporting, Project Management, Sales Presentations, Sales Operations, Marketing Strategy, Product Marketing, Employee Training, Team Leadership, Team Building, Time Management, Power BI, Advanced Excel, VBA, Forecasting tools, Data interpretation, Valuation techniques, Market research tools,

Jacob Andrew Spencer's Current Company Details
Zions Capital Markets

Zions Capital Markets

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Capital Markets Analyst
Jacob Andrew Spencer Work Experience Details
  • Zions Capital Markets
    Capital Markets Analyst
    Zions Capital Markets May 2023 - Present
    Salt Lake City Metropolitan Area
    Assist front office operations by generating decks and handling required trade documents.
  • Logan Small Business Development Center
    Business Consultant
    Logan Small Business Development Center Apr 2021 - Present
    - 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
  • Molex
    Financial Planning And Analyst
    Molex May 2022 - Aug 2022
    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
  • Zions Bancorporation
    International Banking Intern
    Zions Bancorporation May 2021 - Aug 2021
    - 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
  • Inovar, Inc.
    Project Management Intern
    Inovar, Inc. Jan 2021 - Apr 2021
    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
  • Sixpence Landscaping
    Owner And Founder
    Sixpence Landscaping Apr 2019 - Aug 2020
    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
  • Utah State University - Jon M. Huntsman School Of Business
    Business Tutor
    Utah State University - Jon M. Huntsman School Of Business Sep 2019 - May 2020
    - 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

Jacob Andrew Spencer Education Details

Frequently Asked Questions about Jacob Andrew Spencer

What company does Jacob Andrew Spencer work for?

Jacob Andrew Spencer works for Zions Capital Markets

What is Jacob Andrew Spencer's role at the current company?

Jacob Andrew Spencer's current role is Capital Markets Analyst.

What is Jacob Andrew Spencer's email address?

Jacob Andrew Spencer's email address is ja****@****usu.edu

What schools did Jacob Andrew Spencer attend?

Jacob Andrew Spencer attended Utah State University - Jon M. Huntsman School Of Business.

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