Jimmy Summer Email & Phone Number

San Luis Obispo, CA, US

San 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.

San 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.

San 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.
• 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

San Luis Obispo, California Area

• Financial 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

San Luis Obispo, California Area

• Financial 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

Greater Seattle Area

• Store 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

Greater Seattle Area

• Store 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

Greater Seattle Area

• Store 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

Greater Seattle Area

• Store 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

Greater Seattle Area

• Store 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

Santa 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

Santa 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

San Luis Obispo, California Area

Sydney, 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

Finance

Activities and Societies: Dean's Leadership Program, Rugby Club

Education record