Jacob Duffy Email & Phone Number

Chicago, Il, Us

Chicago, Il, Us

Chicago, Il, Us

Established with my team an Agile ways-of-working for the KHC organization to follow for all brand innovation, extension, and renovation projects, working hand-in-hand with functional stakeholders and leadership to establish holistic processes and guidelines and guardrails to create a repeatable Agile processWork in depth, cross-functionally with all NA KHC departments including sales, sales finance, marketing, operations, supply-chain, central FP&A, procurement, and R&DAssisted in the planning of the 5YP NA innovation pipeline, strategy, and white-space projects with an ambition plan roll up of over $2Bn Served as the Finance Lead on several innovation Agile Pods of various KHC brands to bring new skus or brand renovations of varying scope and size from idea inception to market-Worked daily with cross-functional stakeholders to provide solutions to ensure that project timelines and milestones were hit-Owned the financials and sales targets of all new sku roll-outs ranging from $15m to $100m in yearly NSVServed as the Finance Lead of the FY23 NA launch of the KHC acquisition of the German spices brand, Just Spices-Established the 5YP business plan with an ambition of over $250m NSV-Owned the full ~$100m budget of the brand over the 5YP, working routinely with the NA KHC zero-based-budgeting team to ensure that the actuals and LE stayed within the AOP-Led weekly, monthly, and quarterly performance reviews of our actuals and LE with the NA leadership team-Assisted in the online brand strategy creation and the sales conversion funnel, creating sales targets, KPIs, and working budget allocations with the subsequent tracking of those targets-Created and maintained a forecast model inclusive of historical data, live actuals and the yearly LE, ~$100m of budget, and the 5YP/10YP LE-Helped establish a Go-To Market strategy for the 3YP continuation of the DTC strategy along with the FY24 retail launch with an established sales target of over $200m

Rolling Meadows, Il, Us

Managed a book of 13 group captives ranging from $5 million to $50 million in premium and 10 to 80 individual company members per captive. One primary responsibility was the creation and maintenance of renewal proformas in which historical financial information for the captive and all group captive members are analyzed and presented with holistic data to provide recommendations during renewal negotiations with business partners. The continued maintenance of the financial proformas throughout the captive policy year includes updating member financial information, working new business members into the program, and then analyzing the impact those two operations have on the overall program.Collaborated with the production and program management teams to prepare deliverables for bi-annual board meetings for each group captive. Deliverables included the analyses of collateral investment income results, GAIN investment fund results, annual tax position overviews, and by member investment distribution/collection calculations. Furthermore, presentations and exhibits are prepared for each of the financial deliverables to be included in the board books to be presented at each bi-annual board meeting.Served as a fund coordinator of a multi-captive group investment fund (GAIN) with a market value of over $700 million and over $200 million in growth since inception; there are currently 11 investment managers in the portfolio investing in 8 different asset classes. Personal responsibilities included the creation of a monthly valuation file with current investment manager results to provide the GAIN board of directors and fund members with a current market performance update. Within my role as fund coordinator, I participated in and recorded minutes for the quarterly meetings with the GAIN board officers and managers, investment managers, and the fund administrator and advisor, CapTrust.

Rolling Meadows, Illinois, Us

Forecasted and modeled the financial data of the Carrier and Captive books of business which collectively bring in hundreds of millions of dollars annually in premiums and fees. By providing our sales teams with an updated metric as to how each of the Renewal and New Business opportunities have performed or are projected to perform, we were able to enter into negotiations and client meetings fully prepared to address both Gallagher Bassett's and the client's needs or concerns. Managed a book of business of 13 Account Managers and 2 Sales Representatives aiding in the financial evaluations, preparation, and proposal of New Business and Renewal programs. Each Account Manager is responsible for dozens of current clients and new opportunities/prospects. I worked with them on a daily basis to ensure that business proposals were accurate and produced in a timely manner for proposal deadlines. Analyzed the various financial impacts of programs ranging from a few thousand dollars to millions of dollars in revenue and what components of Gallagher Bassett are affected by current and future business. It was my job to ensure that the Account Managers, the ones with the most direct client exposure, fully understood the financials behind every program. By utilizing various Microsoft Excel and SalesForce based models, I effectively conveyed the meaning of the financial data behind each program. Collaborated heavily with the Sales, Account Management, Accounting, Billing, and Claims Operations departments; I received a holistic understanding of the clients and their programs. My department served as a glue for all business components, often times being the point of contact between them and the source of financial expertise.

Rolling Meadows, Illinois, Us

Worked within a task-force as an intern to develop a corporation-wide tool within SalesForce to increase cohesion between departments bringing in tens of millions dollars of revenue and counting. The software called Costing, Quoting, and Pricing, serves as the base for all Sales related activity, from New Business to Renewal programs. Through testing and daily use of the SalesForce software, I became an expert in its utilization, and educated the Sales team in how to effectively use the program to perform all of their duties.Gained real-world financial services experience within the world's 4th largest insurance broker while enhancing the productivity and efficiency of my collaborative skills within a team settingWorked directly with senior managers to grow my financial knowledge and professional manner while learning more about the insurance industry and what it encompasses from seasoned veterans

Champaign, Il, Us

Gained real-world professional consulting experience while cultivating leadership and teamwork skills. Each semester I was a part of a small team of consultants who participated in projects that pertained to market penetration of the Champaign area. As student professionals, we had unique exposure to the different demographics that companies heavily sought after. Aided clients ranging from start-ups to Fortune 500 in maximizing growth potential through the deep analysis of demographic penetration and internal development deliverables. While some of the companies we worked with each semester were large, the projects had a very team-oriented feel with a highly collaborative atmosphere from both sides. The success of our project reflected heavily on the success of our organization and our clients. Communicated professionally with the client to solidify expectations and goals for semester-long projects. It was important that those goals were fully understood by both parties and that we were able to pivot our deliverables and change the scope of our project at any moment to meet those goals. Illinois Business Consulting has hundreds of student professionals and I was put on a small list of "exceptional consultants" after my last project. This had everything to do with my ability to continually represent the organization in a positive, professional light while providing our client with tangible deliverables.

Chicago, Illinois, Us

Trained new employees and developed their technical sales skills and understanding of the job requirements. Their success reflected on me so it was important that they fully understood what was expected of them as a New Hire. Evaluated consumer needs and utilized personal expertise to offer creative and innovative product solutions. Many times customers would come into the store not sure of what they were looking for or what they needed for their different home renovation projects. It was my job to ensure that they left the store having not only a positive experience, but leaving with the right products.Increased sales by recommending products, created a compelling store format, and provided personalized service. As I became a more senior member of the team, I was able to develop different ways to attract customers to specific parts of the stores or sell specific products.

Worked four days a week in the summers as a camp counselor for a group of children ages 6 to 11Created daily schedules for them and served as a role modelAs a role model I helped them go through any issue they were having both inside and outside of camp. For the summer we became a close-knit familyThe activities I scheduled were set up to promote teamwork and exercise. I also helped develop their coping skills when it came to interpersonal conflict.

Master Of Business Administration - Mba, Entrepreneurship & Strategic Innovation And Mergers And Acquisitions

Bachelor’S Degree, Bachelor Of Science In Finance

Education record