Jason Stephen Schnetler

Oversaw financial planning, budgeting, and account management for a diverse portfolio of personal clients, including friends and family, providing tailored solutions for individual financial goals and needs.

• Conducted detailed financial analysis to optimize clients' personal and business finances, focusing on expense management, savings strategies, and risk mitigation.
• Developed customized budgeting models, cash flow projections, and long-term financial plans to support sound decision-making and improve financial stability.
• Advised on investment and insurance strategies, applying quantitative skills to help clients assess potential risks and opportunities.
• Demonstrated strong analytical capabilities by identifying trends in spending and income patterns to recommend actionable strategies for financial improvement.
• Cultivated trusted relationships with clients, building a strong foundation for open financial discussions and goal-setting, and fostering a proactive approach to financial planning.

• Drove year-over-year business growth while leading operations, strategic vision, and long-range planning.
• Managed budget implementations and conducted financial analysis to improve efficiency.
• Utilized analytical skills to optimize operations and drive business growth.
• Developed and maintained relationships with customers and suppliers through account development.
• Maximized efficiency by coaching and mentoring personnel on management principles, industry practices, company procedures, and technology systems.
• Reduced financial inconsistencies while assessing and verifying billing invoices and expense reports.
• Reduced operational risks while organizing data to forecast performance trends.
• Monitored daily cash discrepancies, inventory shrinkage, and drive-off.
• Analyzed market trends and competitor activities to create competitive advantages.

• Facilitated academic and personal development initiatives for students, fostering a supportive community environment.
• Developed and executed programs aimed at enhancing student life and promoting academic success.