Jordan Kendall Email & Phone Number

Stamford, Ct, Us

• Lead and managed the necessary changes for the new reporting and modeling of stats for more detailed Revenue Generating Units (RGU) in addition to the existing Product Selling Units (PSU).• Developed more detailed SQL queries of Revenue Billing Data by Customer Billing/Service Account that joins with Salesforce CRM Data giving the latest/relevant Case Number and Billing Adjustment Reasons, which increased the efficiency in identifying Revenue Variances.• Developed VBA program that iterates through several text file outputs provided by accounting to extract the relevant Early Term and Late Fee detailed account receivable paid transactions, join with revenue reporting database by customer account, and automatically estimate the allocation to each product category. This was used to better allocate Early Term Fees by product category and understand which customers are driving variances.• Automated the process of generating the top customers driving Installs and Churn for each product category.• Automated about 90% of the complex writing of variance comments for each product category and other revenue.• Successfully rewrote all SQL queries for our group when transitioning from Teradata to Redshift (Amazon Web Services product) and validated results.• Streamlined and consolidated the forecast and budget upload process into easier, fewer, and faster steps.• Revamped the whole Revenue Reporting by GL account, product category, and marketing area so it is easier to maintain and more readable for all stakeholders.• Created SQL query templates of the billing and Salesforce databases to quickly drill down and understand billing problems by customer account

Charlotte, North Carolina, Us

• Performed financial statement analysis, and identified key earnings and cash flow drivers.• Performed variance analysis by department for bookings, billings, revenue, cost of revenue, and all expenses.• Managed the variance analysis and communication of all corporate credit card charges.• Reviewed journal entries to identify potential reclasses and update forecast according to new assumptions.• Managed business unit PO process from creation to approval to provide timely payment of vendors.• Improved the process of reporting travel and entertainment expenses.

• Developed and maintained complex financial models of future and current real estate projects to better understand timing of cash flows, valuation, variances, and identify risks and opportunities that significantly impact credit metrics, ROI or IRR.• Performed due diligence and prepared proformas of new real estate development opportunities to be presented to the board.• Prepared monthly performance reports with recommendations to capitalize on opportunities and mitigate risks.• Evaluated portfolio returns on an asset-by-asset basis of hotel, multifamily, and office properties.• Conducted market research to identify and evaluate potential investment opportunities.• Analyzed and presented key business insights of market research, variances, valuation metrics and projected cash flows.• Worked with general contractors and engineers to evaluate cost engineering impact to the value and cash flow of projects.• Worked with property managers to optimize the value of operating assets.• Provided guidance to both investors and property management on revenue, expenses, and value of assets.• Managed the reporting of financial information from property managers of properties owned by the company.• Trained property managers on reporting requirements and set expectations on timing, structure, and variance analysis.

Las Vegas, Nv, Us

• Improved efficiency of Treasury developing a financing plan in the financial model by building calculations that optimize future financing activities and maintain minimum required cash balances while not exceeding the allowed debt/equity ratio.• Created a full reconciliation of all forecasted data from financial return on equity to regulatory rate of return.

Las Vegas, Nv, Us

• Designed and implemented a sophisticated financial model using UIPlanner® software that projects financial statements and regulatory pro forma for monthly forecasts and annual budgets.• Built regulated electric and gas deferred energy, energy efficiency, and renewable energy revenue recovery mechanisms within the financial model to better model impact to income statement, balance sheet, and cash flow.• Worked the Finance, Regulatory, and Treasury teams to identify drivers in 10-year plan to optimize ROE, regulatory rate of return, cost of capital, and net income.• Created Excel interface files that enable financial and regulatory users to quickly update actuals, budget and forecast data.• Coordinated with departments across the company to appropriately model revenue, cost of sales, operating costs, property taxes, book/tax depreciation expense, regulatory assets, AFUDC, interest expense and income tax expense.• Lead meetings with stakeholders to improve capabilities in analyzing financial and regulatory results.• Interacted with department leaders across the company to identify and implement extensions to model functionality.

San Francisco, California, Us

• Researched and manipulated large datasets of multiple bond accounts simultaneously in order to properly account for assets. All reports were performed within scheduled time frames and without error.• Contributed to projects to comply with bank regulations, reduce costs, enhance functionality, and improve accounting system performance.• Performed statistical analysis of performance of supervisors in leading team members and adding value.• Prepared Visio flow charts for new projects that were tested for effectiveness.• Worked in teams to organize, prioritize and process thousands of transactions in a deadline environment.

Rexburg, Idaho, Us

Assisted economics professors and students. This included being a substitute for professors to teach economic principles, help students prepare and complete assignments, provide technical support on how to use statistical software and other office applications, and be an on-demand expert on advanced economic courses for the students.

Prepared macroeconomic analysis of the international markets. Worked with and managed a team of analysts to prepare PowerPoint presentations of our analysis. Made decisions on allocation of part of the $5.2 million fund to the international bond fund and as a result the fund is now $6 million, over a 15% return year to date for 2013. Beat the benchmark by about 200 basis points.

Ankeny, Ia, Us

Managed mailing and phone calls to clients and databases for the Continuing Education Coordinator. Created a database that organized information on clients’ needs and interests in the programs offered for their employees. This led to better communication with clients and increased demand for continuing education courses. Researched potential clients within the college’s area that have not used the college’s services and mail brochures and cold call these clients to advertise the benefits of the programs provided. Developed brochures used to inform potential and current clients of new courses that would give them the skills to grow their businesses.