John (Jake) Jacobs work email
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I am a Business person with diverse experience, education and credentials in Management, Accounting & Finance, Information Technology, Logistics and Systems Development or process improvements. My Technical, Operational and Managerial success (Fortune 100 companies) at the staff, operational and executive levels are built on a foundation of solid academic credentials in Accounting, Finance, Management and Information Technology. My current goal is to function as an independent business consultant leveraging my skill set to solve business issues and problems at a veritaty of companies. Being a young, continual learner, active empty nester and having retired early from the corporate world, I still have a strong desire to add value and be productive. My success can be tempered toward smaller organizations via the lessons learned from my childhood (family retail store and jobs to pay for college) and entrepreneurial endeavors. I have always been a hands on early adoptor and a busy change agent. I always leverage my cross functional abilities to find solutions to business problems and establishes a lasting infrastructure of processes, policies and controls to insure lasting closure to the issue. An informed analytical, documented and facts based approached is used regardless of the size of problem, issue or project.Specialties: Accounting; Budgeting & Forecasting (Operating & Capital); Process Improvement; Project Management; Operational Analysis & Planning; Strategic Planning; Systems Integration - Interdependencies; Business Control functions; Risk Management; Auditing Financial & IT; Security (Physical, Electronic and Data); Operations-Accounting & Financial - IT & Systems – Management; Financial – Banking – Manufacturing – Transportation - Commercial Construction - Restaurant ManagementEnterprise Systems interdependences and interactions;
Bhi - General Contracting Llc
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PartnerBhi - General Contracting Llc 2009 - PresentPartner - Back Office & AdministrationProvide Commercial Tentant Finishing, Commercial Building & Residential remodeling in the Greater Cincinnati Area. Check out our Website at; www.bhi-gc.com
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OwnerJacobs Business Consulting Llc Jul 2006 - PresentPart time, temporary and/or project work where my diverse experience, education and credentials can be used to solve or bridge business/project issues in Management, Accounting & Finance, Information Technology, Logistics and Systems Development or process improvements.
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Partner - Managing MemberJ Cubed Holding Llc Dba Hot Head Buritto - Lebanon 2012 - Oct 2014Lebanon OhioEstablish business entity (J Cubed Holding LLC); Create business infrastructure and oversee the setup and operating environment of a quick serve franchise restaurant (Hot Head Burrito - Lebanon). Functioned as managing member providing oversight until October 2015, when I sold it back to the franchisor. Operation was/is successful, we just decided that operating a quick serve restaurant was not our thing. Learned a lot.. now I can say..I been there done that!
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Business ConsultantVantiv - 5/3 Processing Solutions Transition Apr 2010 - Sep 2011Assist in the transition of FTPS-Vantiv from 5/3 Bank in the financial and back office areas, Treasury Workstation stand up; Hyperion stand up; Financial Systems Strategy/Evaluation (long term); Billing Systems Strategy/Evaluation; Data Governance and data sourcing for the EDW. Assisted with acquisition and transition of National Processing Company (NPC) based in Louisville, KY. -
Consultant - Cfo - ItKirschcpa Group 2008 - 2011Cost-Margin and Profit analysis special projects.Service management system re-install and expansion.Acquisition conversion and initial set up of GL.Systems methodology and policy organization.
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Partner - Administration/Business InfrastructureCornerstone Group Of Ohio Llc Mar 2005 - Jun 2006Land Development – Commercial & Residential Building – Softball Parks & Banquet Operations
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Vice President - B2E Process Improvement - 3.5 Yrs.Fifth Third Bank Jan 2002 - May 2005• Re-engineered the processing -Monetary Transactions: Back Office (administrative) – Front Office (Retail Banking Centers) Created the vision and drove it to implementation.Blended old & new technology, no core system changes; no business disruption; Established a flexible control structure. Eliminated 6,500,000+ paper transactions on a yearly basis Reduced Teller training from 3 weeks to 2 days • Established Control Structure for Deposits/Checking… Show more • Re-engineered the processing -Monetary Transactions: Back Office (administrative) – Front Office (Retail Banking Centers) Created the vision and drove it to implementation.Blended old & new technology, no core system changes; no business disruption; Established a flexible control structure. Eliminated 6,500,000+ paper transactions on a yearly basis Reduced Teller training from 3 weeks to 2 days • Established Control Structure for Deposits/Checking accounts Locked down access to only authorized users via online security profiles Designed modifications in the nightly batch processes Established a structured setup and control process for new accountssDrafted account Setup and Maintenance - Policy and Procedures • Establish a control Structure for Commercial Loan funding Drafted Affiliate Funding Desk Policy and Procedures Show less -
Vice President - Audit/Risk – Information Systems - 4.5 Yrs.Fifth Third Bank Aug 1997 - Jan 2002Established all testing processes and procedures for Y2K remediation, regulatory review and signoff • Established review, control procedures and milestones for the conversion activity for 25+ bank acquisitions. • Actively participated on due diligence teams for acquisitions of Banks (25+) • Provided oversight for numerous mission critical Bancorp’s’ systems implementations, conversions and upgrades. • Developed, managed the yearly IT Audit review schedule and reported findings… Show more Established all testing processes and procedures for Y2K remediation, regulatory review and signoff • Established review, control procedures and milestones for the conversion activity for 25+ bank acquisitions. • Actively participated on due diligence teams for acquisitions of Banks (25+) • Provided oversight for numerous mission critical Bancorp’s’ systems implementations, conversions and upgrades. • Developed, managed the yearly IT Audit review schedule and reported findings to the Audit Committee. • Developed and implemented “Audit Data Marts” for all critical applications Data Marts cut months out of cycles to review acquisitions portfolios for loans and deposits. • Developed a system to Audit Dealer Floor plan using bar code readers, PC’s, and CQS downloads;reduced audit time 80% IT Infrastructure to Bancorp’s Data Processing. Show less -
(Cio) Information Systems/Telecommunications - 6.5 Yrs.Mosler Inc. Jun 1990 - Dec 1996• I.S. Strategic Plan – updated all business and teleco systems. • Mainframe migration (IBM 3090) of core systems to A/S 400 and RS6000 package software,PC/LAN/WAN, • Standard telephone interface across the country – one number solution to all customers regardless of locations. • Centralized Service Call Handling and Technician Dispatch • Server based GL and Financial reporting system that included workflow. • Sales Force Automation - It provided a central data base of… Show more • I.S. Strategic Plan – updated all business and teleco systems. • Mainframe migration (IBM 3090) of core systems to A/S 400 and RS6000 package software,PC/LAN/WAN, • Standard telephone interface across the country – one number solution to all customers regardless of locations. • Centralized Service Call Handling and Technician Dispatch • Server based GL and Financial reporting system that included workflow. • Sales Force Automation - It provided a central data base of actual and potential orders that was used to load production of the factories. • Sales Quote Automation –Standardized tool that prepared customer proposals. • Implemented a company wide e-mail system that connected all users, local (250+) and remote (450+). • Reduced the I.S. staff by 42% (10 positions - 24 to 14) expense budgets were under by an average of 3.8% per year, while decreasing the project backlog significantly. Show less
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Senior Systems Analyst - 2 Yrs.Mosler Inc. May 1988 - Jun 1990• Field Van Inventory System - Initiated, designed and implemented a system that reduced inventory by 18% - $2,520,000. • Field Service Agreement Quoting System - Originated, designed and installed a system that was credited with capturing three major contracts (over $500,000 each) in first six months due to its competitive advantage.
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Manager Of Materials Control & Purchasing – 3 Yrs.Mosler Inc. May 1985 - May 1988• Inventory Control System re-design: streamlined user interface, eliminated unnecessary paperwork and tasks, eliminated 2 full time positions, and eliminated 250,000 sheets of paper/year, reduced inventory 15% and dramatically increased service levels • Re-Organized physical flow of warehouse and pick process to correspond with UPS ship zones – reduced ship time by 30%.
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Manager Financial Analysis And Planning - 4 Yrs.Mosler Inc. Jul 1981 - May 1985• Restructure the Commissioning function - eliminated the supervisor position. • First LAN – Purchased and installed the 1st LAN in the company connecting the Finance and Fleets Departments. • First PC - Purchased one of the first PC’s in the company and used spreadsheet technology to develop and standardize the budgeting and forecasting process. It dramatically reduced the cycle time and increased accuracy. • Developed 400+ operating budgets and Service division… Show more • Restructure the Commissioning function - eliminated the supervisor position. • First LAN – Purchased and installed the 1st LAN in the company connecting the Finance and Fleets Departments. • First PC - Purchased one of the first PC’s in the company and used spreadsheet technology to develop and standardize the budgeting and forecasting process. It dramatically reduced the cycle time and increased accuracy. • Developed 400+ operating budgets and Service division Capital budget yearly • Analyzed numerous service division acquisitions opportunities, 3rd party product line and strategic alliances. Show less
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Senior Financial AnalystEastern Gas & Fuel - Ohio River Co. Jul 1979 - Jul 1981• Designed and implemented a Budgeting system for the Balance Sheet Accounts. • Utilized the GE Mark III Timesharing system to perform Financial Analysis for various capital asset acquisitions. • Analyzed numerous capital asset acquisitions – Tow Boats – Barge Purchase Lease- Terminal Facilities- ROI & BROE
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Partner - Programmer, Accountant, Salesman, - EntrepreneurData Masters Jun 1977 - Dec 1979Programmer, Accountant, Salesman, - entrepreneur (nights and weekends) – Pre PC Days – AlphaMicro: based on DEC PDP-11 • Developed a General Ledger System – Sold 3 copies of the system and used it internally to process small accounting clients. • Developed a Bowling league secretary system – SCORE RETURN – Sold the service to various bowling leagues in the greater Cincinnati and Northern Kentucky. • Developed a Church Tithing Tracking System – Sold the… Show more Programmer, Accountant, Salesman, - entrepreneur (nights and weekends) – Pre PC Days – AlphaMicro: based on DEC PDP-11 • Developed a General Ledger System – Sold 3 copies of the system and used it internally to process small accounting clients. • Developed a Bowling league secretary system – SCORE RETURN – Sold the service to various bowling leagues in the greater Cincinnati and Northern Kentucky. • Developed a Church Tithing Tracking System – Sold the service to several churches around Cincinnati. • Developed a Mailing List service and database for new/used cars and selected real estate transfers in Hamilton, Butler, and Clermont (Ohio) counties – Sold the service to local insurance agents Show less
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International Division -Accountant/Systems CoordinatorWrgrace-Chemed-Dubois Chemicals Apr 1976 - Jul 1979Initiated, designed and implemented a system running on the GE Mark III timesharing system to translated and consolidate the financial statements of all the foreign subsidiaries on a monthly basis. This system was used for the annual profit plan and reduced the cycle time by 80% as well as increased the accuracy and functionality. • Initiated, designed and implemented an accounts
John (Jake) Jacobs Skills
John (Jake) Jacobs Education Details
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Accounting & Finance
Frequently Asked Questions about John (Jake) Jacobs
What company does John (Jake) Jacobs work for?
John (Jake) Jacobs works for Bhi - General Contracting Llc
What is John (Jake) Jacobs's role at the current company?
John (Jake) Jacobs's current role is CFO; IT & Management Consultant; Back Office partner BHI General Contracting.
What is John (Jake) Jacobs's email address?
John (Jake) Jacobs's email address is jo****@****ail.com
What is John (Jake) Jacobs's direct phone number?
John (Jake) Jacobs's direct phone number is +151325*****
What schools did John (Jake) Jacobs attend?
John (Jake) Jacobs attended Xavier University.
What skills is John (Jake) Jacobs known for?
John (Jake) Jacobs has skills like Financial Reporting, Financial Analysis, Accounting, Risk Management, Banking, Process Improvement, Auditing, Financial Modeling, Hyperion Enterprise, Strategic Financial Planning, Sarbanes Oxley Act, Internal Controls.
Not the John (Jake) Jacobs you were looking for?
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John (Jake) Jacobs, CFP®, CPM®, CRPC™, CPFA™
Senior Vice President, Wealth Management Advisor, Senior Portfolio ManagerLas Cruces, Nm
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