Jacob Rose
Chief Financial Officer at H4H International- Claim this Profile
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English Native or bilingual proficiency
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Spanish Professional working proficiency
Topline Score
Bio
Credentials
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Inbound
HubSpot AcademyNov, 2021- Nov, 2024
Experience
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H4H International
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United States
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Philanthropy
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1 - 100 Employee
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Chief Financial Officer
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Jan 2022 - Present
• Built and operate finance department of startup non-profit organization from the ground up, culminating in 30+ cities and 5 countries, and resulting in over 18,000 homeless individuals served over a 3-year period • Developed integrated systems across 35+ locations for the collection and distribution of funds and financial data • Negotiate and ratify partnership agreements with various community organizations across US, resulting in trusting relationships with new communities • File… Show more • Built and operate finance department of startup non-profit organization from the ground up, culminating in 30+ cities and 5 countries, and resulting in over 18,000 homeless individuals served over a 3-year period • Developed integrated systems across 35+ locations for the collection and distribution of funds and financial data • Negotiate and ratify partnership agreements with various community organizations across US, resulting in trusting relationships with new communities • File taxes for the national organization and handle all monthly billing for numerous chapters with recordkeeping of all purchases and supplies through managing the budget to maximize cost benefits to ensure financial regulatory compliance • Manage financial analyst team, creating financial documents and utilizing Excel and Qualtrics to collect data from chapters for evaluation of health and audit • Fundraise by applying for grants, overseeing creative fundraising team • Lead recruitment process for finance department by conducting interviews, developing applications, and negotiating contracts • Promote H4H International’s visibility within national conversation by attending conferences, increasing social media presence, and delivering presentations on our mission and vision • Develop surveys to ensure our services are meeting needs in a fair and equitable way • Purchase and distribute donations and supplies across our 30+ chapter outreach in the United States
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Officer of Financial Operations
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Mar 2021 - Jun 2023
· The board of directors has chosen me to be the next CFO of H4H Intl. starting in January 2023 · Oversee a sector of the finance department with 2 team members, concerned with tax compliance and expense reporting · Regulate financing and business operations for +1,250 members in +30 locations worldwide · Developed a revenue enhancement strategy growing the company’s revenue by over 400% · Create and maintain transaction statements and file tax documents for over $20,000 in cash… Show more · The board of directors has chosen me to be the next CFO of H4H Intl. starting in January 2023 · Oversee a sector of the finance department with 2 team members, concerned with tax compliance and expense reporting · Regulate financing and business operations for +1,250 members in +30 locations worldwide · Developed a revenue enhancement strategy growing the company’s revenue by over 400% · Create and maintain transaction statements and file tax documents for over $20,000 in cash flow · Developed system for collection of funds, processing over $5,000 per fiscal year
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Regional Director
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Nov 2020 - May 2021
- Oversee the formation of a chapter at Clemson University - Meet with Clemson chapter leaders biweekly to go over progress and next steps
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Executive Financial Director
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Nov 2020 - Mar 2021
- Budget, allocate dues and manage assets for all 24 chapters of H4H International - Maintain contact and ensure financial compliance between chapters and the national division Create and maintain transaction statements and file tax documents for almost $10,000
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Director of Finance
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Oct 2020 - Nov 2020
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President
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Jun 2022 - Jun 2023
· Assistant Captain on ice leadership · Manage over $75,000 in cash flows per year for the club · Responsible for booking hotels, handling communication with tournament and league executives, and ordering jerseys/gear for the team
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Vice President
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Apr 2020 - Oct 2022
· Manage over $75,000 in cash flows per year for the club · Responsible for booking hotels, handling communication with tournament and league executives, and ordering jerseys/gear for the team · Spearheaded a marketing effort leading to a 400% increase in recruiting · Researched and secured multiple sponsorships from prominent inline hockey companies · Raised over $15,000 in funding through fundraising efforts prior to the NCRHA 2022 National Collegiate Roller Hockey Championships
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Flywire
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United States
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Software Development
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700 & Above Employee
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Associate Consultant (SI360 Team) to VP of Strategy & Corporate Development
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Jan 2023 - May 2023
• Consulted for fintech provider of international student payments, which IPO’d in May 2021 • Focused on firm’s geographic scope, with an emphasis on 5 key emerging markets • Identified key screening criteria and recommended top-priority markets based on secondary research, consumer/payer interviews, and survey findings • Interacted directly with the VP of Strategy & Corporate Development at the firm, including project kickoff meeting, two Q&A sessions, a data request, and final… Show more • Consulted for fintech provider of international student payments, which IPO’d in May 2021 • Focused on firm’s geographic scope, with an emphasis on 5 key emerging markets • Identified key screening criteria and recommended top-priority markets based on secondary research, consumer/payer interviews, and survey findings • Interacted directly with the VP of Strategy & Corporate Development at the firm, including project kickoff meeting, two Q&A sessions, a data request, and final presentation Show less • Consulted for fintech provider of international student payments, which IPO’d in May 2021 • Focused on firm’s geographic scope, with an emphasis on 5 key emerging markets • Identified key screening criteria and recommended top-priority markets based on secondary research, consumer/payer interviews, and survey findings • Interacted directly with the VP of Strategy & Corporate Development at the firm, including project kickoff meeting, two Q&A sessions, a data request, and final… Show more • Consulted for fintech provider of international student payments, which IPO’d in May 2021 • Focused on firm’s geographic scope, with an emphasis on 5 key emerging markets • Identified key screening criteria and recommended top-priority markets based on secondary research, consumer/payer interviews, and survey findings • Interacted directly with the VP of Strategy & Corporate Development at the firm, including project kickoff meeting, two Q&A sessions, a data request, and final presentation Show less
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TAMID at BU
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United States
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Higher Education
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1 - 100 Employee
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Director of Financial Consulting
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Jun 2022 - May 2023
· Led a group of 5 students as project manager in an internship with Israel Investment Advisors · Performed market research and provided detailed quantitative financial reports on competitors and potential investors for Israel Investment Advisors
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VP of Investment Fund
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Dec 2021 - Oct 2022
· Led a group of 10 students in financial consulting internship with tech startup, SueApp · Led a stock pitch team for 3 pitches, completing DCF, market multiple, and sensitivity analyses · Created and executed a 12-week finance curriculum centered around valuing a company
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VP of Education
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Apr 2021 - Jan 2022
- Executed a 10-week finance and consulting education program for new recruitment class of 30 students - Oversaw 5 teams competing in a SharkTank style pitch competition, as well as a startup consulting competition - Attended weekly board meetings to discuss course information and project timelines
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Team Leader
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Feb 2021 - Apr 2021
- Led a team to create an investment analysis of The Walt Disney Company - Analysis using Weighted Average Cost of Capital, Competitor Analysis Tools, Industry Rates, as well as other financial metrics - Pitch and evaluate publicly traded companies weekly (Venture Capital)
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Education Member
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Aug 2020 - Feb 2021
-Learned basics of consulting, investing, and technology
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Social Finance
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United States
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Non-profit Organizations
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100 - 200 Employee
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Technology Consulting and Educational Intern
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Sep 2022 - Dec 2022
• Learned impact-investment deal process by interviewing partners and utilizing resource bank • Completed alt-tagging for over 750 pieces of media to give greater sightless accessibility • Learned impact-investment deal process by interviewing partners and utilizing resource bank • Completed alt-tagging for over 750 pieces of media to give greater sightless accessibility
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HP
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United States
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IT Services and IT Consulting
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700 & Above Employee
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Corporate Venture Capital and Business Analytics Extern
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Jul 2022 - Sep 2022
· Sourced 10 deals and evaluated the outlook of startup companies using Excel, Tableau, and SQL · Pitched 1 startup company to HP by synthesizing data for further investment due diligence · Analyzed data using Excel and SQL to find trends and provide concise conclusions · Sourced 10 deals and evaluated the outlook of startup companies using Excel, Tableau, and SQL · Pitched 1 startup company to HP by synthesizing data for further investment due diligence · Analyzed data using Excel and SQL to find trends and provide concise conclusions
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Chick-fil-A Restaurants
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United States
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Restaurants
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700 & Above Employee
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Front Of House Team Member
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Jun 2020 - May 2022
- Provide exceptional service to guests in addition to preparing and serving food in an orderly manner - Specialize in dessert making and as drive-thru cashier - Function in an extremely fast-paced work environment and how to work as part of a team - Worked as part of a record-breaking team, serving 145 cars in the drive-through in one hour resulting in over $3,100 dollars of revenue in that hour - Provide exceptional service to guests in addition to preparing and serving food in an orderly manner - Specialize in dessert making and as drive-thru cashier - Function in an extremely fast-paced work environment and how to work as part of a team - Worked as part of a record-breaking team, serving 145 cars in the drive-through in one hour resulting in over $3,100 dollars of revenue in that hour
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GREAT FALLS - RESTON SOCCER CLUB
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Great Falls, Virginia, United States
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Financial Consultant
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May 2020 - Jul 2020
- Discovered an option that saved GFRSC over $40,000 worth of expenses per year - Researched how payment gateways and merchant accounts work, learning the ins and outs of payment processing. - Found the companies and options to best fit the company's interests financially and practically - Presented my findings to the board of directors of the company - Discovered an option that saved GFRSC over $40,000 worth of expenses per year - Researched how payment gateways and merchant accounts work, learning the ins and outs of payment processing. - Found the companies and options to best fit the company's interests financially and practically - Presented my findings to the board of directors of the company
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Education
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Boston University
Bachelor of Science - BS, Business Administration and Management, General -
Langley High School
Advanced Diploma, 4.05 GPA