Jake Ruby Email & Phone Number

Austin, Tx, Us

Austin, Tx, Us

Direct all aspects of budget/forecast/variance analysis/month-end close process for an array of groups within the company including Facilities, Finance, IT, and Engineering Operations. Software testing included SAP upgrades and blackline implementation. Designed executive dashboard for expense tracking using Spotfire presentation software. Produced quarterly SEC reporting and year-end SOX reporting. Ran training workshops with summer interns teaching topics ranging from system functionality, margin analysis, and general business topics. Credit analysis on new vendor candidates including analyzing financial statements. Contract review. • Utilized excel modelling to produce ROI template to assist marketing/sales teams with strategic decision making.• Provided project level reporting and variance analysis to the project management team from inception to project completion. • Designed executive presentation dashboards for director, VP and C-Suite level expense review.• Quarterly and annual operating expense forecasts for over 100 cost centers and $140M of expense. Including headcount and CapEx forecasting. • Incorporated marketing and supply chain data to approve manufacturing starts.• Designed and implemented new forecast template that drastically reduced the duration of forecast meetings, thus more allowing more efficient use of executive’s time.• Implemented software/hardware tracking database to allow much improved visibility of cost and timing of all maintenance agreements. A useful tool for IT, Finance, and Purchasing departments.• Produced “Finance 101” presentation for new cost center managers and other company associates to better understand the role that finance plays in the company and the FP&A process.

Franklin Lakes, New Jersey, Us

» Spearhead budgeting and forecasting procedures for Corporate Information Technology (~$100mm portfolio and 25 cost centers) as well as for North-American Shared Service Center (NASSC). » Deliver three years strategic forecast and financial guidance to streamline company operations and organize report out meetings for senior managers, directors, and VP’s. » Streamline processes related to mergers and acquisitions to achieve greater growth and efficiency utilizing strong financial and modeling skills. » Competently increased span of responsibility by $30mm and 10 cost-centers by capture planning and best practices implementation between respective companies’ IT finance teams. » Hired candidates for open financial analyst positions to improve organizational progress level and served as finance data lead for company-wide SAP software upgrade. » Synchronized with finance departments across North America to confirm financial data accurateness and collaborated with North American sites for account reconciliation tracking database execution.

Monument, Co, Us

» Appraised portfolio allocations to demonstrate credit and market risks, designed and presented fixed income portfolios to achieve client’s objectives, and offered guidance on multifaceted financial topics.» Skillfully conducted and presented webinar on fixed income portfolio management strategies and procedures.

Woodbury, Minnesota, Us

» Streamlined day to day operations, training processes, and sales techniques for 5 fitness centers as well as structured efficient business plans, sales contests, and special events to optimize revenue and profit growth.» Accustomed for recruitment/selection and organized effective training/coaching strategies for club managers.

Milwaukee, Wi, Us

» Implemented innovative marketing and sales practices to accomplish corporate targets as well as executed and delivered sales presentations for prospective clients.» Orchestrated comprehensive financial plans containing insurance/investments and ensured integrity, stability, and safe operations to reduce risks.

Los Angeles, Ca, Us

» Functioned with Financial Advisors in Atlanta and adjacent areas to sustain/enhance assets for organizational fund family comprised of 1800 financial advisors as well as achieved $1.8b in assets in 2008.» Keenly scrutinized and analyzed multiple features of firm’s mutual funds for performance improvement and risk management in order to resolve complications and issues.

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

Bba, Finance