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Bio

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Jake Grosvenor is a seasoned finance professional with extensive experience in accounting, financial analysis, and leadership. He has held senior roles in finance and operations at L3Harris Technologies, Cherokee Federal, and Specialty Pharmacy Management. With a Bachelor of Science in Business Administration and Management from Oral Roberts University, Jake has developed a strong skill set in financial management, data analysis, and team leadership. He has expertise in financial planning, budgeting, and forecasting, as well as experience with financial software such as Microsoft Excel and Microsoft Office. Jake has a strong track record of resolving financial challenges and improving operational efficiency. As a seasoned finance professional, Jake has a proven ability to analyze complex financial data, identify trends, and make informed decisions. He is a strong communicator and team player with excellent leadership skills.

Experience

  • L3Harris Technologies
    • Tulsa, Oklahoma, United States
    • Senior Specialist Program Finance
      • May 2024 - Present
      • Tulsa, Oklahoma, United States

  • Cherokee Federal
    • Tulsa, Oklahoma, United States
    • Senior Financial Analyst
      • Jun 2022 - May 2024
      • Tulsa, Oklahoma, United States

    • Director of Business Development
      • Oct 2014 - Sep 2022

      Prepare, analyze, and distribute monthly financial trends to CEO.Resolves internal & external challenges promptly.Plan, oversee, budget and document projects to completion.Successfully manage multiple complex projects at any given time.Compare forecast models with actual data to spot trends and make profitable decisions. Provides representatives with adequate knowledge & information to do their jobs efficiently.Collaborates with team members to ensure customer needs are fulfilled.Oversee financial operations of pharmacy & management groups.Build commission reports for representatives & expedite payments via wire.Responsible for millions of dollars a month in sales and allocating funds appropriately.Advanced Microsoft Office skills, specifically Excel.

    • Accounting Specialist
      • Jun 2013 - Oct 2014

      Oversaw Accounts Receivables function to ensure accurate and timely processing of insurance & co-payments.Performs day to day processing of financial transactions to make sure company finances are up to date and accurateManages the monthly review of aged accounts to establish proper reconciliation.Assists Comptroller in evaluation, creating and implementing changes in methods or procedures.Facilities audit requests from insurance carriers and the Pharmacy. Worked directly with the Pharmacist-in-Charge to ensure compliance.Responsible for updating pharmacy portal which allows sales reps direct access to important business information.

    • Teller
      • Jun 2012 - Jun 2013

      Served customers with proficiency and accuracy.Resolved problems and discrepancies concerning customer accounts.Arranged monies received in cash boxes and coin dispensers according to denomination.Audited transactions when debits and credits did not balance.

    • Store Manager
      • Mar 2005 - Jan 2010

      Executed daily operations of managing staff and ensure the customers were served.Monitored budgets and payroll records.Oversaw the flow of cash and financial statements.Investigated and resolved complaints regards; service, food quality and accommodations.Maintained low employee turnover; 40% of employees' worked 3+ years.Left position to attend Oral Roberts University

Education

  • 2010 - 2013
    Oral Roberts University
    Bachelor of Science, Business Administration and Management, General

Suggested Services

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Industry Focus. “Financial Services”

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