Turbocharge your Business Intelligence
Analyst Driving the Future of Financial Analytics //
Scrappy Entrepreneur //
Investor Cultivating Results //
MBA graduate in Finance and Data Analytics with background in revenue accounting and database systems. Success in refining, training, and implementing novel financial processes using database systems for corporate financial planning and revenue analysis. Passionate about challenging processes to increase efficiency. Continuous learner, eager attitude, willing to go against the grain.
As a Finance Business Intelligence Manager at Morningstar, I leverage my MBA and skills in financial statement analysis, data analysis, and data visualization to support the company's strategic decision making and growth. I have 4 years of experience directly in the business intelligence space, and over 8 years of experience in the finance domain at Morningstar.
I am passionate about challenging and improving financial processes using database systems and data analytics tools, such as Tableau, Excel, SQL, and Google Data Analytics. I have successfully refined, trained, and implemented novel financial processes for corporate financial planning and revenue analysis, resulting in increased efficiency, accuracy, and insight. I am a continuous learner, eager to explore new opportunities and technologies in the finance and data analytics field.
In addition to my professional credentials, I serve our community as an associate board member of the Special Children’s Charity, leading fundraisers throughout the year and engaging young members and families.
Outside of work, I’m an avid runner - I’ve completed over 13 marathons on multiple continents! As a dual US/Luxembourgish citizen, I am authorized to work in the US and EU.
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Let’s make it happen
It all begins with an idea. Maybe you want to start a business, scale your existing processes, or launch into new markets - I’m here to help make it happen.
Areas of Expertise
Accounting Functions
Set up sustainable financial processes to derive insights into your company's operations, financial position, and cash flows.
Financial Planning & Analysis
Help redefine your business planning and budgeting through integrated financial planning, management and performance reporting, that will assist your business with more accurate and insightful forecasting and modeling.
Business Intelligence
Help develop and deploy business analytics, data mining, data visualization, data tools and infrastructure, combined with best practices to help organizations to make more data-driven decisions.
What People Are Saying
“Working with Jacob I found him to be a highly professional team player. He is a very motivated individual who works selflessly on projects with everyone's best interest at heart. Jacob was a tremendous asset to our organization, and I firmly believe he will be a valued asset to any organization that he joins in the future.”
“Jacob is a rising star. I had the pleasure of getting to know Jacob this summer when he was assigned a work area directly in front of my office. Being a summer intern is an interesting endeavor. Sometimes you have too litte to do or too much. If you are overrun with work it is not always the most technical of projects. We took a different approach with Jacob. He is very strong with data management and spreadsheet output. His mentor and I tried to keep his projects at a high level and he delivered project after project. We'd be lucky to have him back for another summer.”
“Jacob is an outstandingly bright individual who always took on assignments in a proactive manner. After a short period of time I found myself relying on Jacob to handle tasks that I would not delegate to most interns. Should the opportunity ever arise I would value working with him again.”
“You can have data without information, but you cannot have information without data.”
– Daniel Keys Moran