Jake Shockley, Mba Email & Phone Number

Denver, Colorado, United States

• Manage P&L forecast and all accounting activities for $100M+ marketing budget. Collaborate with teams globally across the organization including maintaining strong relationships with management and marketing teams to.
• Successfully managed ~20 accounts across multiple professional sports teams and leagues, collaborating with the marketing team on asset utilization, contract adjustments/amendments, performance tracking, and financial.
• Reduced time needed for closing monthly financials by 50% (from 6 to 3 days) by leading team to automate and improve month-end close and reporting processes. Also enabled producing more timely metrics-driven financial.
• Automated and streamlined processes across all finance functions for monthly, quarterly, and annual executive budgeting/forecasting presentations, reducing preparation time by 50% (from 4 days to 2 days).
• Led collaborative efforts with marketing executives to optimize spending efficiency, reallocate wasted marketing budget, and achieve a 10% reduction in overall marketing expenses while meeting customer acquisition.

Westminster, CO

• Managed P&L forecast for multiple business units totaling over $100M in annual revenue, working with cross functional business partners in R&D, Marketing, and Sales. Improved long range planning and budgeting process.
• Generated additional revenue of $2 million and achieved price stability despite rising input costs by conducting a detailed analysis to identify potential cost-saving opportunities in product production and.
• Finished the year within 0.8% of forecasted operational expenditures (OPEX), outperforming CEO’s 3% OPEX goal, by revamping forecasting methods down to individual P&L lines. Introduced methodology and templates to.
• Achieved 25% improvement in division-level labor headcount accuracy, which ultimately contributed to a more accurate and holistic financial view of the division by pioneering a formal budgeting process for a previously.
• Developed 50+ dashboards and consolidated financial performance, earning high praise from executive leadership within a remarkable 4-month timeframe by taking a leadership role in implementing a new BI tool and.
• Improved reporting for Quarterly Business Review and Long-Range Plan executive presentations, incorporating additional value-added insights to business performance and significantly reducing time taken for preparation.

Greater Denver Area

• Forecasted and modeled individual site performance and cash flows for ~30 owned assets to support a myriad of data-driven business and process improvement decisions. Oversaw site development projects, tracking progress.
• Successfully completed multiple site renovations within established budgets by revamping processes and establishing templates, approval processes, and checkpoints for timely and on-budget site renovations.
• Proactively identified and mitigated several potential covenant breaches, averting costly loan defaults and paydowns by implementing meticulous tracking and risk assessment of loans and investments.
• Advised on the sale of several assets, including a 12-site portfolio, which achieved commissions exceeding $100 million, surpassing original investments.

Greater Denver Area

Greater Denver Area

Oversaw on-site end-of-season inventory management for five retail locations at one site. Ensured accurate POS system updates and inventory tracking processes, resulting in successful completion of season-end inventory audits, meeting all auditor guidelines and tests.

Englewood, CO

• Forecasted indirect and direct labor expenses to determine individual warehouse profitability.
• Performed month end balance sheet and income statement variance analysis to report to upper management.
• Performed numerous monthly journal entries to record activities related to corporate allocations, amortizations, accruals, payroll expenses, temp labor, severance, and facilities restructure expense, etc.
• Participated as the accounting representative on a committee for sales commission restructuring, providing budget projections and financial analysis to assist with final commission update recommendations.

Broomfield, CO

• Performed monthly balance sheet reconciliations and flux analysis to ensure accurate financial reporting.
• Reconciled, analyzed, and remitted state sales and use taxes for entities owned in NV, CA, and WY.
• Reconcile more than 50 accounts on a monthly basis including: cash depositories, disbursement accounts, bonus accrual accounts, 401k accounts, burden liability accounts, capital lease accounts, amongst others.

Broomfield, CO

Attained a 97% reduction in outstanding receivables and enacted a 60-day overdue prevention strategy by implementing automation for identifying and addressing overdue accounts.

Broomfield, CO

Bs, Finance

Activities and Societies: Student Finance Association Investment Club

Master Of Business Administration (M.B.A.), Accounting And Finance