Jacob Mayes
Assistant Vice President | Senior FP&A Expert | Expertise in Financial Modeling & Analysis | Harvard | HGSE | Oxford
- Role
- Assistant Vice President at First Horizon Bank
- Location
- Tampa, FL, US
- LinkedIn followers
- 500 followers
About Jacob Mayes
As a Sr. Financial Analyst at connectRN, I use my data and finance skills to support the growth and sustainability of a leading platform for healthcare professionals to find flexible work opportunities. I have a Master\'s degree in Sustainable Urban Development from the University of Oxford, which enriches my perspective and understanding of the social and environmental impact of connectRN\'s mission. I collaborate with data science to build robust dashboard reports and contribute to financial modeling relating to all aspects of the business, resulting in a 50% decrease in month-to-month cost of SaaS. I also assist with the budgeting, forecasting, and reporting processes of connectRN, as well as updating and analyzing trends of key performance indicators, especially relating to financial metrics. I bring diverse experiences and competencies to the team, as I have a background in political science, education, and urban development, and I am proficient in various technological systems such as Microsoft Office, PowerBI, Sigma, Oracle NetSuite, Oracle Financials, Salesforce, legal drafting, SQL, Jira, Shareworks, Adobe AEM, Monday, Workday, DDH, IBM Management Center, SAP, and QuickBooks. I am passionate about using data and finance to empower healthcare professionals and improve the quality of care.
Experience
Assistant Vice President
Apr 2024 — Present · Tampa, FL, US
Interpret financial statements and provide financial analysis support utilized in underwriting complex C&I and commercial real estate loans.• Work proactively to ensure production is prioritized appropriately and completed in a timely manner. Specific tasks include: financial statement spreading; completing financial analysis documents; updating and creating new requests, modifications, renewals and annual reviews in the Bank’s commercial loan system; tracking and completing covenant monitoring, completing industry research and developing a strong understanding of the Bank’s commercial loan policy. • Participate in transaction structuring and relationship strategy meetings with management and credit partners to justify and explain information in the analysis.• Partner with Portfolio Managers to monitor and manage assigned commercial loan portfolios through tracking covenants, recording financial statements, and monitoring company performance against expectations.• Participate in internal credit conversations with PM’s, RM’s Credit Risk Managers and senior management and in external meetings with clients and prospects. • Identify and report material changes or trends in the financial statements of borrowers or guarantors observed in the preparation of credit approval presentations
Education
Harvard University
Government, Political Science and Government
2014 — 2018
Harvard Graduate School of Education
M. Ed., Education
Massachusetts Institute of Technology
Undergraduate Course on Finance and Political Science, Political Science and Government/ Finance
2016
University of Oxford
Master's of Science, Sustainable Urban Development
2020 — 2022
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