Jimmy Summer Email and Phone Number
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Jimmy Summer is a Director of Entitlements at Covelop Inc..
Covelop Inc.
View- Website:
- covelop.net
- Employees:
- 6
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Director Of EntitlementsCovelop Inc.San Luis Obispo, Ca, Us -
Project Manager Ii- Home Ownership DevelopmentPeople'S Self-Help Housing Mar 2022 - PresentSan Luis Obispo, California, United States-Led the process for a successful RFPQ submission to develop affordable for-sale housing on a city owned property, including building a project proforma, working with consultants, and writing and coordinating the submission package -Manage the development process of five unique projects with other professionals, including architects, engineers, attorneys, contractors, lenders, title companies and government officials to ensure a high standard of quality is achieved at a reasonable cost -Coordinate the due diligence process during site acquisition to mitigate financial risk and better understand the site’s limitations and opportunities -Secure entitlements from local jurisdictions by analyzing the local zoning code, general plan and other state laws to develop projects by-right and streamline their approval process -
Project Manager Ii- Multifamily Housing DevelopmentPeople'S Self-Help Housing Mar 2021 - Mar 2022San Luis Obispo, California, United States-Collaborated with consultants on design, financing and entitlements and leverage their expertise to produce a successful project that meets the organization’s needs -Completed financing applications for Federal, State and Local funding sources for several projects including a successful application for the CA Veterans Housing and Homelessness Prevention program -Managed the project budget by tracking and processing invoices diligently to compare actual costs against project budget and pay our vendors/consultants on time -Worked with local jurisdictions on issues such as utility easements, public dedications and infrastructure to create project outcomes that benefit the organization and community -
Real Estate Financial AnalystPeoples' Self-Help Housing Sep 2019 - Mar 2021San Luis Obispo, California Area• Created and managed company’s internal proforma model for analyzing prospective properties’ financial feasibility and their best path for securing financing• Assisted with project management tasks for projects with both private and public financing sources, these tasks include the following: o Analyzed financing path for projects and communicate available scenarios with project owners and/or partners o Completed and managed document submission for state funding program applications o Assist withed completion of application submission for local government RFP/RFQ o Coordinated RFP submissions from consultants to streamline selection• Conducted a competitor analysis on their financing sources, project positioning, and construction costs to see if there are best practices we could apply to our own projects -
Senior Financial AnalystMindbody, Inc. Mar 2019 - Aug 2019San Luis Obispo, California AreaFinancial Planning & Analysis•Forecasted revenue for five different business departments through collaboration with leadership in order to meet the company’s overall revenue targets•Supported acquisition process of smaller high growth company by creating a three-year P&L model as a part of Mindbody to calculate the acquisition’s return on investment•Updated revenue models and reports for emerging areas of the business as their key metrics shifted over time to provide leadership with more detailed views of the drivers of their business•Created slides for board of director meetings that showed how each area of the business was performing using graphs, tables and descriptions -
Business Insights AnalystMindbody, Inc. Sep 2017 - Feb 2019San Luis Obispo, California AreaFinancial Planning & Analysis•Forecast revenue for five different business departments through collaboration with leadership in order to meet the company’s overall revenue targets•Supported acquisition process of smaller high growth company by creating a three-year P&L model as a part of Mindbody to calculate the acquisition’s return on investment•Update revenue models and reports for emerging areas of the business as their key metrics shifted over time to provide leadership with more detailed views of the drivers of their business•Create slides for board of director meetings that show how each area of the business is performing using graphs, tables and descriptions -
Senior Financial Analyst - Store Development & Siren Retail FinanceStarbucks Mar 2017 - Sep 2017Greater Seattle AreaStore Development Finance- New Store Capital•Created and manage new store monthly sales and store counts reports to inform leadership on their progress versus their annual targets•Update and maintain the US and CAN pro forma cash flow model for reviewing potential sites in order to streamline its functionality and improve the user experience•Review new site submissions during real estate review process to ensure that they meet or exceed the company’s required investment return metrics•Provide ad hoc analysis for regional real estate teams to help them in their negotiations with landlords and municipalities -
Financial AnalystStarbucks Aug 2016 - Mar 2017Greater Seattle AreaStore Development Finance- New Store Capital•Created and manage new store monthly sales and store counts reports to inform leadership on their progress versus their annual targets•Update and maintain the US and CAN pro forma cash flow model for reviewing potential sites in order to streamline its functionality and improve the user experience•Review new site submissions during real estate review process to ensure that they meet or exceed the company’s required investment return metrics•Provide ad hoc analysis for regional real estate teams to help them in their negotiations with landlords and municipalities -
Financial AnalystStarbucks Mar 2016 - Aug 2016Greater Seattle AreaStore Development Finance- Repair & Maintenance FP&A•Managed the annual operating plan for the Facilities business unit helping them secure record funding which enabled them to uplevel store condition and reduce equipment downtime•Provided monthly reporting and variance analysis to business unit in order to help operators identify fluctuations in the store P&L•Performed sensitivity analyses for leadership forecasting sales needed to offset increases in capital spend and measured company operating income impact from the resulting depreciation increases -
Financial AnalystStarbucks Aug 2015 - Mar 2016Greater Seattle AreaStore Development Finance- Store Portfolio Analytics•Developed and continually updated a report for measuring performance of store relocations in order to capture their sales versus budget as well as their incremental sales lift•Reviewed the new store and relocation real estate deals weekly to ensure that the deals met required financial thresholds while teaching the process to new finance partners •Partnered with operations to develop the business case for identifying stores with oven capacity restraints and recommending the installation of additional ovens to stay ahead of future food growth -
Associate Financial AnalystStarbucks Apr 2014 - Aug 2015Greater Seattle AreaStore Development Finance- G&A•Forecasted budgets for corporate functions and reported the results to business units to help them understand their financials in depth as well as map out their future spend•Built a scenario comparison model for regional office occupancy costs to support leadership's real estate strategy•Updated sales seasonality and ramp projections for new stores using historical trends in order to forecast store performance at the regional level -
Employer And Student Engagement Team ManagerScu Law Career Services Jun 2013 - Apr 2014Santa Clara, California•Worked closely with department head to strategically design educational program to help law students understand how to successfully engage in job search•Collected, gathered and analyzed recruiting data and presented conclusions to Assistant Dean•Assisted department manager achieve business development goals by conducting outreach on her behalf to event speakers and networking contacts
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CatererMission Catering Apr 2013 - Oct 2013Santa Clara, California•Interacted with customers and fulfilled their requests at events to provide top service in food and beverage •Provided assistance to manager in setting up events and breaking them down in an orderly fashion
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Outdoor StaffSan Luis Obispo Country Club Jun 2011 - Dec 2012San Luis Obispo, California Area
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Finance InternFinance Commando Aug 2012 - Nov 2012Sydney, Australia•Created financial models in Excel for start-up companies to predict potential profits and to map out expectations for the businesses •Helped design the new company website by researching similar start-ups and competitors’ website structures•Recorded notes and data at client meetings to provide detailed reports to CFO and clients •Communicated with clients and prospective investors daily through phone calls and emails to assist start-ups in securing capital
Jimmy Summer Education Details
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Finance -
San Luis Obispo High School
Frequently Asked Questions about Jimmy Summer
What company does Jimmy Summer work for?
Jimmy Summer works for Covelop Inc.
What is Jimmy Summer's role at the current company?
Jimmy Summer's current role is Director of Entitlements.
What is Jimmy Summer's email address?
Jimmy Summer's email address is jw****@****hoo.com
What schools did Jimmy Summer attend?
Jimmy Summer attended Santa Clara University, San Luis Obispo High School.
What are some of Jimmy Summer's interests?
Jimmy Summer has interest in Education.
Who are Jimmy Summer's colleagues?
Jimmy Summer's colleagues are Steven Bishop, Matt Ortman.
Not the Jimmy Summer you were looking for?
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Jimmy Pierce-Summer
United States
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