Jacob T. Rorex Email & Phone Number

Nashville, Tennessee, United States

Nashville, Tennessee, United States

Nashville, Tennessee, United States

www.feracoffee.comSmall batch, artisanal coffee roasters with a focus on fine Brazilian specialty coffees. Now roasting to order in Sao Paulo, SP, BR and Nashville, TN, USA

São Paulo, São Paulo, Brazil

Greater Nashville Area, Tn

 Budget Planning & Implementation Field Operations Financial Support – Managed eastern half of US operations in Perfusion Service Line. TTM Revenues $65 million, 150 FTEs & 90 Hospital Partners/Clients Enhance Operational Profitability through New Business Opportunities & Contract Renewal Negotiation Market Based & Hospital System Pricing & Strategy Development Monthly & Annual Financial Reporting for C-suite, Board, & Private Equity Partners M&A - Directly Involved with financial modeling and onboarding processes of 3 Acquisitions Continuous development & maintenance of Financial Models (Excel), Executive Financial Dashboards (Qlikview), & Financial Database information (IBM Cognos/ Tm1). Month End Variance Analysis & Ad Hoc Analysis Developed Turn Key Financial reporting package for distribution to field management leading to greater understanding and ownership of operating expenses and staffing policies on profitability.

Greater Nashville Area, Tn

 Utilized Essbase, Business Objects, and Microsoft Excel Powerpivot to enhance enterprise reporting capabilities. Created, developed, and automated clinical financial operations reporting package for use by C-suite and DCO’s. Developed and standardized benchmarking techniques and metrics for use in measuring operational performance among 42 health centers. Built and maintained innovative ROI models utilizing VBA and database design for seamless and immediate client facing use in the field by business development team. Ad Hoc analyses dedicated to alternative deal structure based on opportunities to sell through evolving sales channels. (Direct to employer [B2B], consumers, retail, brokers, TPA’s & Health Plans, and Captive distribution channels.) Product Development & Strategy – Identified and implemented opportunities to simplify pricing structure while increasing margins based on detailed utilization and financial analyses. Budgeting and reforecasting for all new business opportunities. Identified variable cost savings for the firm in excess of $120k annually (2014 vs. 2015) through trend analysis of monthly P&L statements and vendor utilization reports.

 Experience daily with SAS, Excel, IBM COGNOS to build reports and analyze complex datasets. Experience with Clarity, Microsoft VBA, SAS, and SQL programming. Improved upon departments existing SOPs and scope of modeling capabilities.  Presented profitability, dispensing trends, and invoice analyses to executive leadership. Performed other ad hoc requests for executive leadership and sales force as requested. Evaluate current and forecast future profitability on multiple business levels for different segments of PMCs total book of business. Developed Pricing Scenario Models to evaluate top tier clients worth $400M+ in annual revenue. Worked interdepartmentally with Sales, Operations, Acquisitions, Legal, and Marketing Teams to find solutions to ad hoc customer issues. Performed financial due diligence on pricing disputes with multi-million dollar customers. Analyzed independent audits and recalculated credit amounts based on customer utilization. Built advanced queries and process flows in SAS to analyze facilities' utilization for composite rates, pricing audits, and comparisons with competitors' pricing.

Work directly under the Workforce Investment Act CFO gaining experience in governmental accounting.Prepare for audit issued by the state.Create and maintain GL accounts and accounts payable for grants totaling $4.5 mil. FY 2011.Develop and monitor spreadsheets for grant reporting to the Workforce Investment Board.Oversee payroll for 65 employees over 10 county area for Summer Youth Program 2011.Budget variance analysis for 800+ individual training accounts.Prepare monthly bank reconciliations for multiple bank accounts.