Jacob Mccarthy Email & Phone Number

Los Angeles, Ca, Us

Beverly Hills, Ca

As the market intelligence leader on construction equipment Rouse leverages the most complete market dataset to provide insight to construction equipment owners and their finance partners.I joined Rouse during a period of growth and worked up from one of the senior analysts on the team to a Director, helping oversee the day-to-day work and development our business process. This includes leading and supporting the ongoing development of our appraisals product and service offerings. I strive to identify efficiencies in our work processes, define performance metrics we can use as measurable guide points, and to foster a culture of cohesion and success on our team.I enjoy taking an attitude of ownership over our business and ensuring we deliver a complete and satisfactory service to our customers. This is the key barometer that motivates and defines my success.

Greater Los Angeles Area

Energy Trading Risk Management System Selection, assessed a mid-size utilities business requirements to identify key needs and issues for ETRM system. Developed RFP, analyzed vendor responses, and facilitated vendor demonstrations leading to ‘best fit’ system selection and implementation plan. Power and Utilities Smart Meter Analytics, developed Smart Meter Analytics capabilities and associated Business Processes for a large utility.Project Management, worked in PMO for a $120 million dollar Smart Grid deployment pilot program working in project planning, financial analysis, reporting, and compliance. Focused on developing functional business architecture to support Smart Meter Analytics. Trading and Regulatory Compliance Control, interviewed Front, Middle, and Back office staff to determine trading controls and risk processes in order to benchmark against industry best practices and determine areas for improvement.Trading Fraud Investigation, analyzed a power and utility companies forced outages and trading portfolio to determine if insider information was wrongly used.Derivative Valuation, Utilized commodities market data to verify validity of power/gas price curves, volatility curves, and interest rates. Valued various financial options ranging from plain vanilla to more complex purchase options.Hedge Evaluation, Conducted hedging review using statistical analysis to verify hedging selection and strategy.

El Monte, Ca

Los Angeles, Ca

• Budgeted, directed, and planned large scale events for employees• Maintained and updated campus cruiser monthly newsletter as well as mailings

El Monte, Ca

• Collaborated with I.T. Risk and Security and Vendor Management Office to ensure property security policies were in place• Planned and executed risk assessment classification and solution process working with bank managers for over 5200 vendors• Worked extensively with excel and access to create functional database for vendor risk classification

Los Angeles, Ca

• Assisting in assembling and developing client portfolios for presentation• Gathered and analyzed personal finance data for recommendations and solutions• Cold called and built relationships with potential customers bringing on high-value clientele

Los Angeles, Ca

• Assisted in researching and developing sales/marketing materials • Assisted in managing business relationship with clients and directing helping solve issues• Recorded sales orders as well as uploaded new products into inventory database