Jake Johns Email & Phone Number

Columbus, Oh, Us

Columbus, Oh, Us

Columbus, Ohio, United States

Columbus, Ohio, United States

•Passed the CFP® Exam in March 2024•Produce comprehensive financial analyses that holistically integrate retirement planning, 529 planning, tax strategies, and estate planning to align with clients’ overall goals•Facilitate estate planning discussions and collaborate with legal professionals to create wills, trusts, and other estate planning documents•Provide guidance on insurance needs, including life, disability, and long-term care insurance, ensuring clients have adequate coverage tailored to their unique circumstances•Manage the client onboarding process, ensuring seamless transitions and excellent client experiences•Assist in managing clients' 401(k) plans, analyzing the plans and offering educational resources, including on-site presentations at the client's business, to enhance investment decision-making•Collaborate with advisors to execute in-depth business owner reviews tailored for first-generation entrepreneurs•Lead a team of two paraplanners, providing guidance and fostering a collaborative work environment

Dublin, Ohio

•Partnered with Sales, Operations, Finance, and other key functions to initiate strategic decisions towards financial models for customer proposals that drive growth and profitability for both the customer and Cardinal Health nationwide•Provided insights, training, and deployed advanced pricing strategies with Revenue Management and Sales Leadership to mitigate risks and drive growth for internal and external stakeholders•Ensured compliance with internal SOX controls and pricing setup during the customer contracting process•Championed for Career Development Program for Revenue Management team•Lead and mentored three advisors providing growth and development opportunities•Traveled to regional sales conferences and presented in front of 100+ business partners

Dublin, Ohio

•Ownership of 20 (Retail Independent) contracts and pricing strategies•Stood up first steps to reassessing how pricing looks at supply disrupted items. Assisted with final steps which are now used as our current method to identify supply disrupted items•Owned the methodology and analysis to create a specialty contract in the Mail Order Source space which will help price more accurately while maintaining healthy margins•Collaborated with multiple teams to automate and create a lean financial process for critical reports•Aligned with Product Managers to understand customer needs to price competitively•Front line support for implementation of new pricing system and team lead for P-MOD training•Liaison for two new hires•Apart of interview process for new hire

Dublin, Ohio

•Spearheaded ROCC models for the Southeast and West Medical Acute Sales Regions (Core, Strategic and Enterprise accounts) which led to multiple $35M+ deals that were approved by the DMC•Executed on strategy for the Southeast and West regions through competitive intel and competitor strategy analysis•Created and facilitated a tracker that allows 50+ people to clearly see which strategic customers receive rebates•Ownership and responsibility for monthly reporting on customers for the Medical Segment•Negotiated with sales organization to provide solutions for our customers that help grow the CAH footprint•Front line support for the Patient Recovery Integration

Greater Nashville Area, Tn

•Constructed budget file and assisted with additional requests towards the budget process•Lead and trained co-workers on a lean financial reporting structure to reduce work hours spent on monthly close packets by half•Orchestrated relationships and culture between Metro Medical and Cardinal Health to enhance work environment•Consulted with sales teams to create reports that showed transparency with how the business was performing and to understand the market strategy•Contributed to the monthly forecasting and annual budgeting process•Participated in financial modeling and analyses for ad hoc requests / projects

Dublin, Ohio

•Executed on financial consolidation and reporting of the Henry Schein Partnership for the Enterprise•Participated in financial modeling and analyses for ad hoc projects related to the Partnership•Contributed to monthly forecasting and annual budgeting process•Business Partnering with sales, inventory, sourcing, COE and other finance teams supporting the Schein Partnership•Gathered compliance requirements required by the Partnership Contract•Collaborated with Henry Schein personnel on establishing financial and compliance procedures

5007 Horizons Dr #200, Columbus, Oh 43220

•Analyzed client Financial Goal Analysis to optimize client satisfaction •Contributed to weekly meetings and propose new ideas to exceed weekly goals•Prepared monthly client meeting reviews and statement reports by attaining their monthly/yearly end values •Systematized files for the team to augment communication speed between the advisors and clients•Worked closely with advisors to establish relationships with clients and their kids about inheritance in order to make the conversation more comfortable•Examined communication techniques to ensure smooth conversations regarding inheritance between family members and advisors•Investigated team websites and recommend changes to build the clientele base•Organized social events for the team to promote business expansion

4081 Reed Rd, Columbus, Oh 43220

• Served as a role model and mentor for 42 students in grades K-5 during afterschool hours• Supervised young children and facilitated a consistent afterschool schedule – homework, snack, recess• Created and organize afterschool festivities during holidays to improve overall morale• Educated and mentored two new employees

111 S Grant Ave, Columbus, Oh 43215

• Aided in monthly budgeting to ensure each department did not surpass its budget• Analyzed financial statements to explore what areas were in surplus or heading toward debt • Evaluated operating income and expenses for the Plastic Surgery Branch• Explained areas of high profit margins and high expenses in weekly meetings • Assisted with financial planning by forming strategies to stabilize departments’ budgets and increase revenue for the following month • Collaborated with five nurses and three cosmetic surgeons to improve customer service