Jacob Harman Email & Phone Number

New York, Ny, Us

New York, New York, United States

Projects include M&A transactions, integrations, separations, software selection, CFO advisory, and finance and systems fit-gap assessments for companies in healthcare, life sciences, biotech, technology, SaaS and nonprofits• Executed a Separation Management Office (SMO) for a multi-million dollar divestiture from a publicly traded, industry-leading healthcare technology company. Led discovery sessions to develop TSA schedule and pricing, managed cross-functional communication and cadence across 10+ workstreams, defined and executed detailed project plans and roadmaps for separation and buyer’s integration and engaged in negotiations with C-Suite.• Part of a team that analyzed large complex data sets, performed quantitative, qualitative, and competitive analysis to develop a decision-making framework to determine the location of an offshore, international expansion aligned to firm’s long-term strategic goals. Presented recommendations to senior leadership for Board review.• Identified operational and profit margin improvement opportunities for a health tech company based on industry best practices, financial statement analysis, and surveying high-mid level managers.• Developed and maintained Gross-to-Net financial models for publicly traded life sciences companies driving P&L reporting, optimal pricing, market entry strategies, and sales and distribution success benchmarking.• Built internal processes and project management tools that facilitate cross-functional, international collaboration and action prioritization across 10+ clients and workstreams.

New York, New York, United States

Miami, Florida, United States

• Ensured SOX and other regulatory compliance for publicly traded middle market companies by reviewing various reporting processes, including financial, inventory, investments, joint ventures, payroll, tax, loans, deposits, fixed assets, etc.• Part of a team building an internal roadmap of criteria for advisors to achieve First Choice Advisor status

• Achieved social media growth and improved brand image prior to website relaunch by identifying potential strategic partners, researching industry trends and competitor content, and collaborated with co-founder to propose multiple strategic initiatives for natural brand growth, two of which were adopted for implementation• Created engagement letters, drafted meeting agendas, coordinated with team as to meeting content, and attended client meetings to discuss proposals, timelines, and anticipated challenges• Recognized as a Heffner Entrepreneurial Fellow 2021 due to exemplary consulting work

• Collaborated with founders to create a new sports and entertainment platform that enables fans to experience and engage with content through a different lens• Produced original longform content generating more than 2x total views and nearly 10x subscriber growth by operating across 5+ workstreams to drive creative process, editing, approval, and distribution• Built company’s operating infrastructure, including hiring & onboarding processes, content development & distribution strategy and developed business plan, pitch deck and monetization strategy • Created and executed brand, marketing, and content strategy for podcasts, Instagram series, short films, and identified and secured influential content contributors

• Equipped management with a broad range of data on top NFL recruit prospects for 2021• Researched potential teams for the agency’s undrafted clients through deep gap analyses of NFL rosters

Southampton, New York

• Managed two camps serving 140 participants and 25 counselors, directing operations, facilities, human resources, programming, safety, and high priority customer engagement• Turned around underperforming operation and increased y-o-y enrollment by 100% by re-engineering programs, upgrading staff capabilities and creating a competitive, fun, best-in class environment and experience• Optimized space for camp-wide, 800 participant events by collaborating with multiple stakeholders and sourcing and negotiating additional facilities with other local camps

Southampton, New York

Helped start company providing a luxury concierge service suiting the needs of the Hamptons demographic in a professional, organized and efficient mannerAssist in overall brand image, web design, and labor deploymentEstablishing continued sustainable relationships with clients requesting a variety of services

Greater New York City Area

Selected from a large pool of candidates to participate in monthly focus groups and activities.• Helped inform policy decisions and positioning by providing next generation market research and perspective • Raised local awareness for gun violence by leading and serving as the public spokesperson for a team of over 400 activists and organizers

Valuation Training With Prof. Aswath Damodaran

Certified Post Merger Integration Expert (Cpmi)

M&A Process, Strategy, Deal Types, Hostile Takeovers, Post Merger Integration, Corporate Governance and Project Management in Integration.

Bachelor Of Business Administration - Bba, Finance And Entrepreneurship

Activities and Societies: Fundraising Chair and Head Coach - Miami Club Basketball; Alpha Kappa Psi Business Fraternity - Beta Pi Chapter.

Education record

Activities and Societies: Best Buddies, Model Congress (Co-President), Varsity Basketball, Varsity Baseball (Captain), A Cappella