Jake Hart Email & Phone Number

• Workday Platform Certified• Implementation Consultant for Workday Adaptive Planning

• Managed the monthly reporting packet: financial statements, sales reports, and BvA reports by department• Led the implementation of several software programs: Workday Adaptive Planning, Abacus, and Stackline• Eliminated 15 hours of work during the month-end close by streamlining spreadsheet models• Owned all budget creation, expense reporting, and ad hoc financial analyses for the Product Engineering team

• Built a monthly cohort model to more accurately forecast repeat revenue and to drive insights on cohort performance• Worked with the executive team to prepare weekly memos and monthly presentations• Managed the three-statement financial forecast model and performed related ad hoc analyses• Led daily performance briefings for the executive and marketing teams during peak holiday season

Provo, Utah Area

• Increased department efficiency by eliminating 19 hours of work per month (8 during the monthly close) by redesigning and automating spreadsheet models – in both Adaptive Insights and Excel• Created and maintained a new cash management system to process and track vendor payments and commissions, analyze trends and forecast future cash flow• Provided deeper levels of analysis and forecasting by creating advanced spreadsheet models for various business areas such as market performance, commissions analysis, and organizational budget-vs-actual reports

• National leader in total sales production and efficiency• Engaged customers in consultative sales conversations to explore investment needs and present appropriate solutions• FINRA Series 7, Series 63

• Created a model to analyze the drivers, and variance, of expected and actual monthly revenue for Vivint Wireless• Analyzed market-entry strategies and value propositions for the do-it-yourself segment of the smart home industry• Doubled efficiency during month-end closes by building an automated spreadsheet tool for the FP&A department to use in identifying and resolving monthly expense adjustments• Decreased monthly expense coding errors 60% by creating a company-wide guide outlining and clarifying the expense coding process

• Led club consulting projects to resolve real strategy concerns at the request of company executives• Trained members (groups of 5-60) on effective methods of presentation and strategic analysis (primarily Porter's Five Forces and the strategy diamond)• As a presidency, increased active membership by 150% (to 110 people) by marketing the club to students across BYU (the BSC became the 2nd largest undergraduate school club in the Marriott School)• Managed membership records and club budget

• Researched several companies (net-net, small cap, large cap) using Bloomberg, annual reports, and related tools to write individual company and industry reports• Analyzed, forecasted, and valued those companies using Intrinsic (Dividend Discount and Free Cash Flow) and Relative Value Models; presented findings and investment recommendations to senior management

• Led a team to create social-media marketing campaigns• Trained new interns on effective techniques of mobile advertising and lead generation• Worked with a team to create mobile advertising campaigns• Improved customer base by networking with marketing managers of various companies and ad agencies