Jacob Harr
Farmers Branch,TX
Summary
Senior Financial Analyst with deep expertise in Earned Value (EV) analysis, Estimates at Completion (EAC), and program financial execution for classified defense programs at RTX. Proven success managing all financial aspects of CDRL-driven programs using ForProject and APEX, delivering detailed EV analysis to budget baseline and schedule positions, and partnering with cross-functional teams including Program Business Managers and IPT Leads. Holds active Top Secret security clearance with SSBI and demonstrated proficiency in Microsoft Excel, PowerPoint, and Word. Certified Earned Value Management Specialist with strong analytical skills, problem-solving capabilities, and experience in customer invoicing, contract setup, and ad-hoc financial analyses supporting program performance and compliance.
Overview
11
11
years of professional experience
1
1
Certification
Work History
Senior Analyst / Program Cost Controls
RTX
08.2022 - Current
- Collaborate with Program Business Managers, Integrated Product Team (IPT) Leads, and Program Managers to support program financial execution and ensure alignment with contractual and operational objectives.
- Oversee four active Contract Data Requirements Lists (CDRLs), managing financial reporting and deliverables across development, production, and sustainment phases.
- Lead preparation, analysis, and delivery of Integrated Program Management Reports (IPMR Formats 1–5), reporting Earned Value (EV) with full compliance with EVM standards and contractual reporting requirements.
- Execute precise cost collection and reporting by managing charge numbers, validating labor and material expenditures, and reconciling actuals against budget baseline.
- Directed successful transition of a classified EVM program from legacy engine to RTX’s forProject system, enabling automated, compliant CDRL generation and improved reporting efficiency.
- Develop and maintain key program artifacts including Statements of Work Amendments (SWAs), Baseline Change Requests (BCRs), Work Breakdown Structure (WBS) summaries, and Contract Performance Reports (CPRs).
- Conduct root cause analysis of cost and schedule variances, performing detailed EV analysis to budget baseline, schedule, and Estimates at Completion (EAC) positions, presenting actionable insights on SPI and CPI trends during monthly IPMR reviews.
- Maintain strict adherence to program calendars by coordinating timely processing of BCRs, Labor Rate Estimates (LREs), Budgeted Cost of Work Performed (BCWP), and all contractual data deliverables.
- Prepare various ad-hoc analyses to ensure accurate reporting and early warning of issues, supporting quarterly EACs by partnering with program teams and performing financial analysis.
- Utilize SAP, forProject, PMX, MPM, APEX, Business Warehouse, and advanced Microsoft Excel and PowerPoint to deliver time-critical deliverables with calendar adherence.
Brokerage Operations Representative
Fidelity Talent Force
10.2021 - 08.2022
- Delivered high-quality customer service to new and existing Fidelity shareholders, demonstrating strong communication skills and client relationship management.
- Accurately established and maintained brokerage accounts and related features across multiple platforms, ensuring accuracy, completeness, and consistency prior to delivery.
- Analyzed account applications and efficiently set up diverse brokerage accounts using several integrated systems, applying analytical and problem-solving skills.
- Initiated problem resolution procedures for accounts not in good order and communicated directly with shareholders regarding outcomes.
- Participated in cross-functional projects and process improvement initiatives focused on enhancing workflow efficiency, quality, and policy compliance.
- Developed and recommended methods to ensure operational consistency and streamline procedures, demonstrating organizational and prioritization skills.
Soldier in Training
United States Army
04.2021 - 07.2021
- Acquired foundational knowledge of military traditions, operational tactics, and team-based mission execution.
- Developed strong teamwork by collaborating with diverse units to accomplish mission objectives.
- Exemplified Army Core Values: loyalty, duty, respect, selfless service, honor, integrity, and personal courage.
- Honorably separated under medical provisions due to service-related hip injury; fully committed to Army training and values throughout tenure.
Administrative Support / Role Player
Emerging Technology Support, LLC
12.2014 - 01.2018
- Provided support as a Role Player during Electronic Warfare training exercises for various Department of Defense units, supporting classified program operations.
- Operated personal communication devices and public/private 802.11 protocol systems to deliver realistic radio frequency environments.
- Conducted pattern-of-life activities based on scenario scripts to enhance training realism.
- Developed ad hoc scenario scripting to simulate complex, real-world operational environments, demonstrating analytical and problem-solving skills.
- Executed operations in both urban and rural settings, adapting performance to mission requirements.
- Supplied training cadre with actionable feedback on student performance and observations.
- Acquired and maintained a Top Secret security clearance during tenure.
- Facilitated realistic training scenarios to enhance participant engagement and learning effectiveness.
- Collaborated with team members to develop immersive role-playing exercises tailored to specific training objectives.
Independent Contractor
Emerging Technology Support, LLC
02.2018 - 04.2021
- Met deadlines per contract terms, demonstrating strong organizational and prioritization skills.
- Tracked income and expenses and recorded all earnings and costs like supplies and mileage for profit analysis using Microsoft Excel.
- Developed and managed personal budgets, cash flow forecasts, and profit projections as an independent contractor, ensuring financial viability across project engagements.
- Maintained records for IRS audits, using Microsoft Excel for expense categorization, ensuring accuracy and completeness.
Education
Bachelor of Science - Business Administration, Finance
University of North Carolina at Charlotte
01-2020
Associate of Arts - undefined
Catawba Valley Community College
01-2018
Skills
- Earned Value Management: Earned Value Management (EVM), Earned Value (EV) Analysis, Integrated Program Management Reports (IPMR), Cost Performance Index (CPI), Schedule Performance Index (SPI), Budgeted Cost of Work Performed (BCWP), Cost/Schedule Variance Analysis, Estimates at Completion (EAC)
- Financial Systems & Tools: ForProject, APEX, SAP, PMX, MPM, Business Warehouse, Microsoft Excel, Microsoft PowerPoint, Microsoft Word
- Program Financial Management: Program Cost Controls, Budget Execution, Financial Forecasting, Financial Reporting, Budget Baseline, Contract Setup, Customer Invoicing
- Contractual & Compliance: CDRL Oversight, Contract Data Requirements Lists (CDRLs), IPMR Compliance, Contract Performance Reports (CPRs), Statements of Work Amendments (SWAs), Baseline Change Requests (BCRs), Work Breakdown Structure (WBS), FAR Compliance
- Analytical & Problem-Solving: Financial Analysis, Root Cause Analysis, Ad-hoc Analysis, Variance Analysis, Data Reconciliation, Problem-Solving, Analytical Skills
- Collaboration & Communication: Cross-Functional Collaboration, Stakeholder Management, Presentation Skills, Written Communication, Verbal Communication, Interpersonal Skills
- Organizational & Execution: Organizational Skills, Prioritization, Multitasking, Time Management, Process Improvement, Quality Assurance
- Security Clearance: Top Secret Security Clearance, SSBI, Special Access
Certification
Certified Earned Value Management Specialist (EVMS) - RTX Internal Certification
Timeline
Senior Analyst / Program Cost Controls
RTX
08.2022 - Current
Brokerage Operations Representative
Fidelity Talent Force
10.2021 - 08.2022
Soldier in Training
United States Army
04.2021 - 07.2021
Independent Contractor
Emerging Technology Support, LLC
02.2018 - 04.2021
Administrative Support / Role Player
Emerging Technology Support, LLC
12.2014 - 01.2018
Associate of Arts - undefined
Catawba Valley Community College
Bachelor of Science - Business Administration, Finance
University of North Carolina at Charlotte