Josh Jacobson

• Monitored budget and revenue trends, compiling reports for company leadership to inform decision-making.
• Led cross-functional team to standardize and create new company-wide capital planning and tracking process.
• Led M&A valuation modeling and evaluation of potential M&A targets for Sr. Management; partnered with division finance to implement financial processes & reporting for newly acquired sites.
• Hired, trained, and supervised Financial Analysts supporting corporate FP&A planning and reporting processes.

• Led process to create a new view of P&L to highlight business drivers and new standardized gross margin walk.

• Created and maintained a profitability model for the entire company and individual businesses to guide quarterly and annual profitability.

• Collaborated on a project to provide standardized and automated monthly actuals and business forecasts for individual businesses and the entire company.

• Developed a division incentive model for annual profit-sharing as an alternative method of incentive payout.

• Collaborated and led corporate benchmarking projects for Finance, IT, HR, and Global Procurement organizations.

• Collaborated with productivity/cost-saving team to develop tracking and standardized metrics and business and corporate trackers.

• Develop and maintain queries in SAP Business Warehouse for the Sales organization and enterprise revenue reporting.

• Assisted with developing materials provided to the Board of Directors and Earnings Release preparatory meetings.

• Recommend and report for bi-annual and annual sales incentives.

• Generate ad hoc queries and sales reports for Executive Leadership Team, Regional Product Specialists, Account Managers, and Product Managers.

• Develop and maintain queries in SAP Business Warehouse for the Sales organization and enterprise revenue reporting.

• Assisted with developing materials provided to the Board of Directors and Earnings Release preparatory meetings.

• Recommend and report for bi-annual and annual sales incentives.

• Generate ad hoc queries and sales reports for Executive Leadership Team, Regional Product Specialists, Account Managers, and Product Managers.

• Researched variances in reports and financial statements and initiated changes and corrections, including preparing journal entries.

• Developed a complete 5-year pro forma for a new $3.5 million new YMCA facility with multiple scenarios.

• Prepared and entered Budget and Forecast information for YMCA programs above $20 million annually.