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