Jacob Rose Email & Phone Number

Boston, Ma, Us

Boston, Massachusetts, United States

• Built and operate finance department of startup non-profit organization from the ground up, culminating in 50+ cities and 15 countries, and resulting in over 18,000 homeless individuals served over a 3-year period• Developed integrated systems across 35+ locations for the collection and distribution of funds and financial data• Negotiate and ratify partnership agreements with various community organizations across US, resulting in trusting relationships with new communities• File taxes for the national organization and handle all monthly billing for numerous chapters with recordkeeping of all purchases and supplies through managing the budget to maximize cost benefits to ensure financial regulatory compliance• Manage financial analyst team, creating financial documents and utilizing Excel and Qualtrics to collect data from chapters for evaluation of health and audit• Fundraise by applying for grants, overseeing creative fundraising team • Lead recruitment process for finance department by conducting interviews, developing applications, and negotiating contracts• Promote H4H International’s visibility within national conversation by attending conferences, increasing social media presence, and delivering presentations on our mission and vision• Develop surveys to ensure our services are meeting needs in a fair and equitable way• Purchase and distribute donations and supplies across our 30+ chapter outreach in the United States

• The board of directors has chosen me to be the next CFO of H4H Intl. starting in January 2023• Oversee a sector of the finance department with 2 team members, concerned with tax compliance and expense reporting• Regulate financing and business operations for +1,000 members in +30 locations worldwide• Developed a revenue enhancement strategy growing the company’s revenue by over 400%• Create and maintain transaction statements and file tax documents for over $20,000 in cash flow• Developed system for collection of funds, processing over $5,000 per fiscal year

Boston, Massachusetts, United States

• Oversee the formation of a chapter at Clemson University• Meet with Clemson chapter leaders biweekly to go over progress and next steps

Boston, Massachusetts, United States

• Budget, allocate dues and manage assets for all 24 chapters of H4H International• Maintain contact and ensure financial compliance between chapters and the national division• Create and maintain transaction statements and file tax documents for almost $10,000

Boston, Massachusetts, United States

Dulles, Virginia, United States

• Developed and managed advanced Tableau dashboards, enhancing data visualization and accessibility for key metrics including enplanements, parking, financials, and ESG factors.• Utilized Python scripts to conduct in-depth analysis on large datasets (100,000+ data points), driving improved data insights and decision-making.• Focused on integrating and visualizing complex datasets, including the design and implementation of an ERD diagram that unified 22 disparate data sources.

Dulles, Virginia, United States

• Assisted in analyzing over 100,000 data points related to enplanements, parking, financial metrics, and ESG factors.• Supported the design and creation of an ERD diagram, integrating 22 disparate data sets to improve data integration and facilitate comprehensive analysis.• Contributed to financial analysis for a company with a budget exceeding $50 million, providing preliminary insights that aided strategic decision-making.

Boston, Massachusetts, United States

• Assistant Captain on ice leadership• Manage over $75,000 in cash flows per year for the club• Responsible for booking hotels, handling communication with tournament and league executives, and ordering jerseys/gear for the team

Boston, Massachusetts, United States

• Manage over $75,000 in cash flows per year for the club• Responsible for booking hotels, handling communication with tournament and league executives, and ordering jerseys/gear for the team• Spearheaded a marketing effort leading to a 400% increase in recruiting• Researched and secured multiple sponsorships from prominent inline hockey companies• Raised over $15,000 in funding through fundraising efforts prior to the NCRHA 2022 National Collegiate Roller Hockey Championships

Boston, Massachusetts, United States

• Consulted for this publicly traded firm. Workstream focused on key initiative being investigated by the firm.• Interacted directly with VP of Strategy & Corporate Development, including project kickoff meeting, twoQ&A sessions, a data request, and final presentations.

Boston, Massachusetts, United States

• Elected by group of 100+ Boston University TAMID students as VP of Financial Consulting• Led group of 10 students in a financial consulting internship with Israel Investment Advisors, identifying key companies to target for addition to their portfolio• Directed stock pitch team for 3 pitches, completing DCF and market multiple analyses, winning a national competition for stock addition to a $250k portfolio out of 50+ teams at various universities

Boston, Massachusetts, United States

• Led a group of 10 students in financial consulting internship with tech startup, SueApp• Led a stock pitch team for 3 pitches, completing DCF, market multiple, and sensitivity analyses• Created and executed a 12-week finance curriculum centered around valuing a company

• Executed a 10-week finance and consulting education program for new recruitment class of 30 students• Oversaw 5 teams competing in a SharkTank style pitch competition, as well as a startup consulting competition• Attended weekly board meetings to discuss course information and project timelines

Boston, Massachusetts, United States

• Led a team to create an investment analysis of The Walt Disney Company• Analysis using Weighted Average Cost of Capital, Competitor Analysis Tools, Industry Rates, as well as other financial metrics• Pitch and evaluate publicly traded companies weekly (Venture Capital)

Boston, Massachusetts, United States

• Learned basics of consulting, investing, and technology

Boston, Massachusetts, United States

• Learned impact-investment deal process by interviewing partners and utilizing resource bank• Completed alt-tagging for over 750 pieces of media to give greater sightless accessibility

Remote

• Sourced 10 deals and evaluated the outlook of startup companies using Excel, Tableau, and SQL• Pitched 1 startup company to HP by synthesizing data for further investment due diligence• Analyzed data using Excel and SQL to find trends and provide concise conclusions

Reston, Virginia, United States

• Provide exceptional service to guests in addition to preparing and serving food in an orderly manner• Specialize in dessert making and as drive-thru cashier• Function in an extremely fast-paced work environment and how to work as part of a team• Worked as part of a record-breaking team, serving 145 cars in the drive-through in one hour resulting in over $3,100 dollars of revenue in that hour

Great Falls, Virginia, United States

• Discovered an option that saved GFRSC over $40,000 worth of expenses per year• Researched how payment gateways and merchant accounts work, learning the ins and outs of payment processing• Found the companies and options to fit the company's interests best financially and practically• Presented my findings to the board of directors of the company

Master Of Science - Ms, Business Analytics

Bachelor Of Science - Bs, Business Administration And Management, General, Gpi: 3.50

Activities and Societies: Club Roller Hockey (President, Assistant Captain), TAMID Consulting and Investment Fund Group at BU (Director.

Advanced Diploma, 4.05 Gpa

Activities and Societies: Honors Graduate, Varsity Ice Hockey, National Honor Society, Spanish Honor Society, Cyberpatriot