Jacob Morehead
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Jacob Morehead Email & Phone Number

Shining a light on data to guide bright ideas.
Location: United States 5 work roles 1 school
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Role
Shining a light on data to guide bright ideas.
Location
United States

Who is Jacob Morehead? Overview

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Jacob Morehead is listed as Shining a light on data to guide bright ideas. based in United States. AeroLeads shows a matched LinkedIn profile for Jacob Morehead.

Jacob Morehead previously worked as Sales Coordinator at Pepsico and Finance Associate Coordinator at Pepsico. Jacob Morehead holds Economics, Business/Managerial Economics from University Of Science And Arts Of Oklahoma.

Profile bio

About Jacob Morehead

You know the person that favors reading into things and digging below the surface for answers? That's me. I regularly seek the opportunity to use the power of data analytics and the application of research tools to contribute to the development of big ideas or the design of solutions to core problems. I enjoy the challenge of taking mass quantities of data and summarizing it into something meaningful and insightful. Give me numbers and data and I'll give you themes and ideas!I am motivated enough to work independently and spirited enough to work with teams. In my current position, my team and I led the roll out of brand new payment system to an 80+ person sales force by building training materials, hosting webinars and conference calls, and designing the workflow process. I was eventually nominated "system champ" where I led my team with error resolution responsibilities, ideas and tricks for working smarter, and ongoing system progress reports.I value knowledge and aspire to learn something new everyday. I feel there is always a change to make, no matter how small, that can improve and simplify tasks that lead to a more efficient and productive business.

Listed skills include Ms Excel Pivot Tables, Analytical Skills, Microsoft Excel, Communication, and 7 others.

5 roles

Jacob Morehead work experience

A career timeline built from the work history available for this profile.

Sales Coordinator

Tulsa, Oklahoma Area

-Established and maintained customer contract provisions in payment system and made recommendations for process improvement.-Trained sales staff in use of payment system by conducting webinars, conference calls, and individual sessions.-Analyzed customer data reports to determine payment compliance with contract terms and evaluate growth projections.-Prepared ad hoc payment detail reports for finance manager.

Sep 2014 - Feb 2017

Finance Associate Coordinator

Tulsa, Oklahoma Area

-Reviewed customer accounts for sales tax and product return refunds and processed checks through APS system.-Performed daily and period reconciliation of cash/checks for all routes to the deposit summary. -Managed the retention and collection of required documentation to meet Global Control standards.-Communicated with sales team daily concerning the resolution of missing payments and proof of delivery.-Analyzed and distributed weekly, period, and quarterly loss line reports.

Sep 2012 - Sep 2014

Independent Investor

Independent Investor

Tulsa, Oklahoma Area

-Analyzed company financial statements and stock charts to determine investment opportunity and risk.-Reconciled trade confirmations against tax forms to ensure accurate capital gains/losses reporting.

Oct 2011 - Sep 2012

Deposit Counselor

Tulsa, Oklahoma Area

-Maintained and expanded customer base through successful selling techniques.-Researched customer information for other departments as needed.-Performed routine audits of branch records to ensure proper record keeping standards.

Aug 2008 - Oct 2011

Teller

Tulsa, Oklahoma Area

-Accurately processed over 3000 transactions a month-Reviewed teller’s debits and credits to find outages and prevent losses. -Prepared daily settlements of teller cash and proof transactions.-Audited and completed reports on teller’s cash drawers, cash vault, and cash dispensers.

Sep 2007 - Aug 2008
1 education record

Jacob Morehead education

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What is Jacob Morehead's role at their current company?

Jacob Morehead is listed as Shining a light on data to guide bright ideas..

Where is Jacob Morehead based?

Jacob Morehead is based in United States.

What companies has Jacob Morehead worked for?

Jacob Morehead has worked for Pepsico, Independent Investor, and Arvest Bank.

How can I contact Jacob Morehead?

You can use AeroLeads to view verified contact signals for Jacob Morehead, including work email, phone, and LinkedIn data when available.

What schools did Jacob Morehead attend?

Jacob Morehead holds Economics, Business/Managerial Economics from University Of Science And Arts Of Oklahoma.

What skills is Jacob Morehead known for?

Jacob Morehead is listed with skills including Ms Excel Pivot Tables, Analytical Skills, Microsoft Excel, Communication, Retail Banking, Employee Training, Microsoft Outlook, and Visual Basic For Applications.

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