Jacob Caldwell
Tampa,FL
Summary
Detail-oriented and results-driven finance professional with a Bachelor of Science in Finance and Investment Management. Extensive experience as a Strategic Operations Manager and Senior Financial Analyst, skilled in data interpretation, strategic problem-solving, and complex financial analysis. Proven track record in driving operational improvements, leading cross-functional teams, and presenting actionable insights to senior leadership. Expertise in Microsoft Excel, KPIs, and relationship management.
Overview
6
6
years of professional experience
1
1
Certification
Work History
Strategic Operations Manager
Prometheus Partners
Tampa, FL
06.2024 - Current
- Perform ad hoc analysis on key financial metrics, working closely with restaurant operators and corporate teams to address business needs
- Provide actionable insights and recommendations to senior leadership team through project-based work, helping the organization make data-driven decisions to improve operations
- Collaborate with senior leadership team to develop training presentations for restaurant operators to effectively communicate business needs across the organization
- Analyze performance across various positions in the organization to identify People Development needs and communicate insights to senior leadership.
- Partner with HR Director to implement corrective actions and monitor ongoing performance, ensuring alignment with company and brand standards
Senior Financial Planning Analyst
Progress Residential
Tampa, FL
12.2021 - 06.2024
- Maintained complete and timely financial documentation and communicated corporate finances to executive management
- Automated several recurring team responsibilities resulting in over 20 hours of time savings each month
- Monitored and analyzed key performance indicators and financial ratios
- Spearheaded collections analysis resulting in an over 5% improvement to the company's monthly collections rate
- Managed an analysis on the company's Home to Home Transfer policy resulting in a 9.1% reduction in mid-lease resident transfers
- Developed financial analysis reports and presentations by applying acquired financial principles
- Determined and tracked budget expenses with accuracy and transparency
Global Corporate Actions Team Leader
The Vanguard Group, Inc.
Scottdale, AZ
07.2020 - 12.2021
- Led the establishment of a Corporate Actions team at the Arizona site, including resource planning, hiring, and development of the roles/responsibilities
- Oversee daily management of Corporate Actions lifecycle, adding value to the Equity trading desk by ensuring accuracy/timeliness of data
- Managed escalation of operational issues and adherence to service level agreements with internal business partners, custodians, and service providers
- Led successful transition of voluntary event processing to the Corporate Actions teams locally and globally, creating increased capacity and efficiency for global business partners
Senior Equity Portfolio Analyst
The Vanguard Group, Inc.
Scottsdale, AZ
10.2018 - 07.2020
- Served portfolio managers and business partners as a trusted subject matter expert and key point of contact for all complex concerns surrounding the integrity of the Investment Book of Record
- Automated several daily operations using VBA to eliminate human error and save up to 10 hours of work per week
- Demonstrated initiative by executing projects aimed at supporting the growing implementation of new processes and the improvement of existing processes relating to the Investment Book of Record
- Successfully trained new analysts and ensured information retention by creating lasting job aids
Education
Bachelor of Science - Finance and Investment Management
Kansas State University
Manhattan, KS05-2017
Skills
- Data Interpretation
- Strategic Problem Solving
- Relationship Management
- Analytical Thinking
- Complex Model Analysis
- Leadership Experience
- Time Management
- Microsoft Excel
- Workforce planning
Certification
- Series 7
- Series 63
- Effective Business Communication (Chicago Booth School of Business)
Timeline
Strategic Operations Manager
Prometheus Partners
06.2024 - Current
Senior Financial Planning Analyst
Progress Residential
12.2021 - 06.2024
Global Corporate Actions Team Leader
The Vanguard Group, Inc.
07.2020 - 12.2021
Senior Equity Portfolio Analyst
The Vanguard Group, Inc.
10.2018 - 07.2020
Bachelor of Science - Finance and Investment Management
Kansas State University
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