Jacob Sanders Email & Phone Number

Portland, Oregon, United States

Through Two Degrees, I contract for a global footwear and apparel company headquartered in Beaverton Oregon, on their Global Sustainability Analytics team. My purview is packaging and end-to-end waste. Much of my work is modeling waste, carbon, and cost savings from sustainable packaging projects. I have become a subject matter expert for packaging sustainability and advise product and logistics teams on the potential impacts of sustainable packaging.

Portland, Oregon Area

Built an Excel model to manage the $19M annual budget for the college and its 75 departmental budgets. Produced numerous ad-hoc analyses for specific aspects of the college, such as headcount and payroll. Closely supported the college’s leadership in making difficult budget choices.Budget and components built entirely in Excel. Worked with Great Plains and QuickBooks accounting packages and BizInsight Excel reporting tool. Gathered data from Great Plains and ADP.

Portland, Oregon Area

Managed budget approval process around staffing changes. Built Excel model to provide month-end labor accrual for use in financial reporting. Also, produced ad-hoc analyses to give clarity around: labor costs, photocopier cost, and others.Worked with Oracle Financials and PeopleSoft. All analyses done in Excel.

Portland, Oregon Area

Managed all aspects of the 2018 annual budget process for 9 restaurants, 3 real estate companies, and 3 corporate entities. Reimagined process and Excel models for budget components. Rebuilt input templates, compiling models, and upload models. Built versioning process that made it easy to make and track changes.Worked with Mas90 (Sage100) ERP system including the BizInsight Excel Add-on for data retrieval, CrunchTime! (a MicroStrategy add-on for restaurants), and other systems. Analysis and reports built in Excel using advanced functionality and modeling best practices.

San Francisco

Owned all weekly, monthly, year-end, and ad-hoc reporting to operations managers and executives for Boudin’s Enterprise division. Designed, prepared and distributed monthly financial statements and reporting packages. Heavily involved in annual budgeting process. Uploaded annual budget values. Redesigned weekly sales model and report.Worked with Adaptive Planning including OfficeConnect Excel Add-on, CrunchTime! (a MicroStrategy add-on for restaurants), and other systems. Analysis and reports built in Excel using advanced functions and modeling best practices.

San Francisco

Responsible for all daily and weekly sales reporting, and other ad-hoc analyses. Some budgeting and financial reporting. Created complex, but easy-to-update Excel model to analysis periodic sales vs budget and prior year sales.Used Adaptive Planning, MicroStrategy, and other systems. Analyses and reports built in Excel.

San Francisco

Managed 10-15 Excel models for monthly reporting of account opens, closes, and other metrics related to account growth. Managed savings account growth forecast model and its 5 components. Analyzed variances to budget, and made adjustments to forecast methodology as needed.Worked with Hyperion Essbase including SmartView Excel Add-on, ODBC databases with SQL queries, MicroStrategy BI dashboards, and SharePoint reports.

San Francisco, California

Owned monthly and quarterly reporting pertaining to labor, headcount, capital expenditures, and personnel-related costs for firm’s largest division. Produced thorough analysis of capital expenditures, including expenditures firm had committed to but not yet bought. Used Hyperion Essbase for reporting and Excel Essbase Add-on for data retrievals. Developed relationships with key purchasing managers.

Oakland, California

Re-aligned French subsidiary’s Chart of Accounts with that of the American parent company. Translated account names and researched account transactions to determine alignment. Created income statement forecast for firm’s French subsidiary. Discovered revenue and cost drivers by reverse engineering company results and closely reading notes from company auditor.

San Francisco, California

Managed financial health of this small web development firm including the accounting, financial analysis, financial reporting, process improvement, project data management, HR management, facilities management, and web site maintenance. Built from scratch the financial management processes and metrics that have helped this previously break-even firm achieve 20% profit margins. Developed suite of ongoing management reports showing productivity, effective earnings per project, and anticipated cash flows. These reports allowed for effective management of the firm based on its performance. Implemented online services to replace many administrative services, including: Harvest, Highrise, Salesforce.com, Campaign Monitor, Meetup.com, Google Adwords, Dropbox, and track1099.com.

Oakland, California

Created model that tracked grants and matched expenses and new income to existing programs, streamlining accounting process.

San Francisco, California

Advanced through 4 positions at Schwab: Brokerage Ops rep, Electronic Brokerage support rep, Y2K Communications rep, and Web Developer.• Earned Series 7 & 63 brokerage licenses.• Managed award-winning phone teams on Y2K weekend. • Part of Schwab's Emergency Contingency Team.• Won departmental awards in each position.

Mba, Finance Concentration

Ba, Business-French-Polysci Composite Major, Geology Minor

Activities and Societies: Phi Kappa Alpha Fraternity, Swim TeamOverseas Studies Program: 2nd semester junior year at IES Institute.