Jacob Legene Email & Phone Number

Copenhagen, Dk

Copenhagen Area, Capital Region, Denmark

Financial Planning & Analysis | Forecasting | Business Intelligence | P&L ManagementExperienced professional in Financial Planning and Analysis (FP&A), responsible for forecasting, budgeting processes, and Long Range Planning across Denmark and Norway. I have a strong track record of managing complex financial processes and ensuring accuracy in reporting and projections.I am skilled in implementing Business Intelligence and Activity-Based Costing/Management models to provide client-by-client profitability insights, supporting data-driven decision-making and enhancing business profitability.With extensive experience in P&L management, I collaborate closely with senior management on strategic initiatives, including MD&A, restructuring programs, and developing sales management structures.Additionally, I specialize in sales analytics and predictive analytics, which I leverage to optimize sales processes and improve efficiency. My data-driven approach not only delivers operational insights but also provides valuable strategic recommendations for long-term success.

Directly supported the CEO in driving analytical reviews and recovery planning for business turnaround initiatives. Focused on identifying and executing divestment opportunities to enhance profitability and strengthen core strategic business operations.

Copenhagen Area, Denmark

Financial Planning & Analysis | Forecasting | Business Intelligence | P&L ManagementLed the forecasting and budgeting processes, ensuring accuracy and alignment with business objectives. Implemented Business Intelligence and Activity-Based Costing/Management models in Denmark to provide client-specific profitability insights.Demonstrated a high level of expertise in P&L management, delivering strategic financial oversight. Provided senior management with advisory and execution support on MD&A, restructuring programs, and sales management structures, including the development of incentive models for client-facing staff.

Copenhagen Area, Denmark

nvestment Analyst | Pension Savings | Risk and Return AnalysisAs an Investment Analyst, I focus on analyzing the performance and risk profiles of commercial pension companies to support informed decision-making for corporate pension clients. I work closely with both internal and external stakeholders to communicate complex investment data in a way that helps companies better understand the development and performance of their pension plans.Responsibilities:Conduct in-depth analysis of pension companies' returns and risk profiles to identify patterns, trends, and opportunities that may impact corporate pension clients.Prepare reports and presentations for companies, clearly conveying the relationship between risk, return, and the long-term value of their pension schemes.Collaborate with management and account managers to ensure that investment decisions align with clients' long-term financial goals and risk tolerance.Continuously monitor market developments and economic trends to provide up-to-date advice and strategic recommendations.Key Achievements:Contributed to improving corporate clients' understanding of risk and return, increasing trust in pension products and enhancing the overall client experience.Implemented risk models that offer a more nuanced assessment of expected returns relative to the risk taken.Strengthened partnerships with commercial pension companies to improve transparency in performance reporting, resulting in increased client retention.

Portfolio Analyst | Investment Strategies | Financial Markets ExecutionExperienced Portfolio Analyst with a strong background in developing and implementing investment strategies across various asset classes. Skilled in analyzing market trends, evaluating risk profiles, and constructing portfolios to optimize returns in line with clients’ objectives and risk tolerance.Proficient in executing trades in equities, fixed income, and alternative investments, ensuring alignment with strategic asset allocation and market conditions. Conducted thorough financial modeling, backtesting, and performance analysis to refine strategies and enhance portfolio outcomes.Collaborated with senior portfolio managers to rebalance portfolios, implement hedging strategies, and monitor macroeconomic indicators to make informed investment decisions. Played a key role in researching investment opportunities, assessing risk, and executing trades in fast-paced market environments.

Student Mortgage Advisor | Personal Finance | Client AdvisoryIn my role as a Student Mortgage Advisor, I provide tailored guidance and support to individuals seeking mortgage solutions. I assist clients in understanding mortgage options, navigating the application process, and ensuring that they make informed decisions that align with their financial situations and long-term homeownership goals.Responsibilities:Advise clients on mortgage products, interest rates, and repayment terms, helping them identify the best options suited to their needs and financial capacity.Assist in the mortgage application process, providing step-by-step guidance to ensure a smooth and efficient experience for clients.Analyze clients’ financial profiles, including income, credit history, and savings, to determine their mortgage eligibility and best financing solutions.Maintain up-to-date knowledge of market trends, mortgage regulations, and lender requirements to offer accurate and timely advice.

Cand.Merc Fir, Economics

Education record

Study abroad with courses in Risk and Insurance, Emerging Financial Markets, Applied Portfolio Management and Modelling, E-business.

Ha Alm., Economics

Education record