Jake Barrett Email & Phone Number

Denver, CO, US

Mountain View, California, United States

Longmont, Colorado, United States

- Maintained and updated BOBJ database forecasting for all components and products - Developed new checks, reconciliations, and models for earlier detection of errors - Completed forecasting and actuals reconciliations tying to the GL on SSD business segment for CVC and EFBC. - Calculated outsourcing premiums, EFBC premiums, and fixed costs for HDD.

Longmont, Colorado

- Minimized credit risk through financial statement analysis and securitization of credit lines on worldwide customer portfolio with over $1B in AR - Prepared detailed statistical presentations on department performance for executive review - Lead analyst responsible for accounting close processes for weekly, monthly, & quarterly periods. Processes.

Longmont, Colorado, United States

- Consistently surpassed metrics on AR portfolio exceeding $75M while positively maintaining customer relationships - Successfully led collections resolutions on an AR divestiture with $18M in unresolved disputes across >100 customers to $0 - Provided accurate weekly cash flow forecasting across dozens of customers for treasury dept. - Experience working.

Greeley, Colorado

- Assisted in the development of the budget for the 2015-2016 school year- Made easy to use profit and loss statements for individual schools - Performed accounts payables tasks - Spreadsheet functionality/error correction.

University Of Northern Colorado

One of the students responsible for the management of two portfolios equating ~2.1 million dollars. Supported portfolio, equity, fixed income, and alternative asset managers in duties. Actively managed stocks in staples industry along with performing stock analysis on the best investments in staples. Participated in G.A.M.E. conference in New York City.

Greater Denver Area

Responsible for tending of cash, customer satisfaction, knowledge on food and PLU codes.

Estes Park, Colorado, United States

- Responsible for safety and well-being of 4-10 kids weekly at a stayaway camp - Led various summer camp lessons and activities in archery, climbing, hiking, mountain biking, etc. - Certified hiking guide in Rocky Mountain National Park

Master Of Business Administration - Mba

Activities and Societies: Vice President of Alumni Advisory Board (2022-Present)

Bachelor’S Degree, Business Administration, Finance Emphasis

Activities and Societies: Vice President of Financial Management Association (2015)