Jacob R.

Jacob R. has a diverse work experience in various financial and analytical roles. Jacob is currently working as a Financial Planning and Analysis Manager at Aterian. Prior to their current role, Jacob worked at McDonald's as a Senior Business Analyst, focusing on process improvement and reporting.

Before McDonald's, Jacob was employed at Meijer as a Senior Analyst, where they led initiatives to enhance financial reporting and transform financial data into more consumable reports through tools like PowerBI. Jacob also played a key role in creating consolidated financial statements and leading the annual budget process. Additionally, Jacob implemented a periodic forecasting process and tracked and reported on the annual incentive plan.

Jacob's previous experience includes working at Haworth as a Senior Financial System Analyst, where they were part of a team that led the implementation of SAP BPC 11.0 globally. Jacob also gained financial analysis experience at Kellogg Company, where they served as a Senior Financial Analyst and a Financial Analyst, specializing in finance applications and maintaining master data for accounting and finance in SAP.

Prior to entering the corporate sector, Jacob worked at SC Johnson as a Deductions Specialist, handling incoming deductions and resolving customer issues. Jacob also started training new employees in SAP shortly after joining. Jacob began their career at Davenport University, where they held roles as a Financial Aid Specialist and Financial Aid Work Study, processing student loans, maintaining student data, and ensuring verification compliance.

Overall, Jacob R. has a strong background in financial planning and analysis, process improvement, reporting, and working with various financial systems.

Jacob R. holds a Master of Business Administration (MBA) degree in Strategic Management, which they obtained from Davenport University between the years 2012 and 2014. Prior to that, they completed their Bachelor of Business Administration (BBA) degree in Accounting at the same university from 2007 to 2012.

In addition to their degrees, Jacob has also obtained the certification of Professional Scrum Product Owner I (PSPO I) from Scrum.org in August 2021.