Jacob Strick Email & Phone Number

Phoenix, Az, Us

Remote

Responsible for review and submission of monthly analysis reporting to home officeLead finance transformation projects and enhancements through requirement gathering, design, testing and implementationResearch and resolve complex production issues, working as a liaison between Line of Business stakeholders and Operations & TechnologyWrite, review and process monthly MDLs for Actuals reporting in Hyperion-- utilizing SQL queries through OFSAA and OBIEECollaborate with various FP&A groups, identifying best practices and process efficiencies with a focus on optimization and automationKey participant in several ongoing transformational projects, helping end users convey functional requirements while educating them on technical limitations

Tempe, Arizona

Owned FTP-related models and EUCs, including periodic performance reviews and documentation, ensuring proper controls were metSupported FTP-related initiatives, including steering committees, ad-hoc analyses, and system enhancementsEnhanced client and product profitability reporting and analyticsPrepared and analyzed FTP reports for Treasury team and key stakeholders in Lines of BusinessLed continuous improvement of FTP documentation to meet regulatory and audit requirementsPartnered with internal counterparties to update annual assumptions related to core-FTP strategic initiativesSupported annual budgeting exercises for cost allocations – which included modeling, research, documentation, and presentation to Lines of BusinessPrepared material for executive committee meetings to summarize data, findings and recommendationsCollaborated with key stakeholders to communicate changes to methodologies, processes, and proposed financial impactsSupported strategic initiatives and worked closely with support services and front offices to design, develop, and communicate key cost components for profitabilityPerformed variance analysis, monthly actuals validation, and impact assessments – presented findings and updates to wider FP&A audience at weekly conference callsLed activity-based cost studies by partnering with operations managers and supported groups in calculating unit costsTook part in a multi-year technology project to implement a budgeting, forecasting and unit cost tool (Oracle PCMCS) that provided transparency, product profitability, process automation, and enhanced reporting

Tempe, Arizona

Developed and synthesized information on prospects (individuals, corporations, and foundations) to produce a variety of biographic material on their background, career, philanthropic interests, financial capacity, and affiliation to the UniversityConducted proactive research to identify prospects and principal gift donors utilizing various prospecting techniques including data mining, screening, and push technologyTracked and disseminated donor and prospect-related information -- monitored news and publicly available financial information on prospects from SEC filings, press releases, and a myriad of other resourcesPerformed financial analysis of prospects' and donors' known wealth indicators to assess potential philanthropic capacityAnalyzed various market segments and geographic areas to effectively manage our resources (time, money, and manpower) in our fundraising efforts

Camas, Washington

Serve as a liaison between Fisher Investments, clients and custodians to establish and fund accounts for new and existing clientsService operational requests for existing clientsWork with custodian banks to coordinate and monitor the transfer of assets, distributions, and service requests

Tempe, Arizona

Assist in the reconciliation of investment performance and attribution for all portfolio investment managers, consisting of approximately $620 million in long-term assets, and $70 million in short-term endowment poolsWrite and review all outgoing capital calls and incoming distributions for the Foundation's custodian bankPrepare and distribute internal investment reports to board members in preparation for committee meetingsManage and maintain the security of nearly 6,000 accounts, comprised of over $900 million worth of assets Created a more efficient, streamlined and automated method for verifying data across multiple system platformsAssist in the production of quarterly and fiscal year financial data integrity checks and internal auditsCompile and analyze financial information to balance and verify Foundation expendituresPrepare and distribute financial reports and documents for the benefit of donors and executive board membersOrganize and collaborate with teams on a regular basis to complete work projects and audits

Bachelor Of Science (B.S.), Finance

Activities and Societies: Financial Management Association (FMA), Sigma Alpha Mu Fraternity

High School Diploma

Activities and Societies: National Honor Society (NHS), Future Business Leaders of America (FBLA), Varsity Soccer