JJ

Justin Jacob

Fp&a Customer Success Manager at DataRails

Justin Jacob has a diverse work experience spanning various roles and industries. Justin started their career as a Student Assistant at the University at Buffalo, where they provided support to graduate students in their experiments and managed inventory. Justin then interned at Journey's End Refugee Services and ECMC Foundation, assisting with finance-related tasks such as researching grants and foundations, tracking donations, and analyzing grant interests.

Justin gained further experience as a Finance Intern at Baker Victory Services, where they conducted audits, developed spreadsheets for financial analysis, and assisted in cash reconciliation. Justin also worked as an Accounting Technician at DFAS, where they reviewed and processed accounting transactions, audited invoices, and reconciled outstanding transactions.

Moving into a more analytical role, Justin became a Financial Analyst at Stifel Financial Corp., conducting asset liability management analyses and performing loan portfolio and deposit growth analyses using data-driven forecasting techniques.

Justin later transitioned to a role at Caissa, LLC as an Implementation Consultant and then as a Solution Engineer, where they managed client implementations, provided support and guidance, and optimized financial processes using Excel and proprietary software. Justin joined Datarails as a Solution Engineer and eventually became a Senior Solution Engineer, overseeing the implementation of financial processes for multiple clients and automating solutions to streamline operations.

Overall, Justin Jacob has demonstrated their expertise in financial processes, data analysis, automation, and client management throughout their work experience.

Justin Jacob attended the University at Buffalo from 2012 to 2017, where they obtained a Bachelor's degree in Finance, General. In 2018, they completed the "Data Visualization with Advanced Excel" course on Coursera. In the following year, 2019, Justin completed the "Problem Solving with Excel" and "Data-driven Decision Making" courses, also on Coursera. Moving forward to 2021, Justin completed the "Python Intermediate Course" and "Python for Data Science: Fundamentals Part I and II" courses on Dataquest.io. In 2022, Justin obtained several certifications, including the "Dictionaries, Frequency Tables, and Functions in Python Course," "For Loops and Conditional Statements in Python Course," "Python Functions and Learn Jupyter Notebook Course," and "SQL Fundamentals Course" on Dataquest.io. Justin also completed "The Complete SQL Bootcamp" course on Udemy.

Links


Timeline

  • Fp&a Customer Success Manager

    July 1, 2023 - present

  • Senior Solution Engineer

    July, 2022

  • Solution Engineer

    November, 2021