Jacob Green

About Jacob Green

Highly skilled business systems analyst and finance professional with broad experience from both B2C and B2B companies, combining experience as an auditor, commercial finance and several years of project management and software architecture.I have extensive knowledge of Agile software development life cycle, specifications writing, UI design, UAT, financial analysis, KPI analysis, financial modeling, forecasting, and work well with all levels in an organization, whether it’s hands on discussions with software developers and programmers, end users, accounting and finance staff, or strategic discussions with management groups.Excellent communication and presentation skills.I am result-driven, proactive, engaging, I challenge the assumptions, and I apply a “let’s do this”-attitude to everything I do.Specialties:• 8+ years experience with Agile financial systems development and project management of software development, road-mapping, specification writing, UAT, deployment, and systems training.• 8+ years experience with financial planning and analysis, KPI analysis, financial modelling, and forecasting.• in depth knowledge from the shipping/transportation industry (NVOCC), including product analysis, container utilization, file/shipment profitability analysis, port-pair profitability analysis, and vendor analysis/reviews.• very knowledgeable of the credit card industry, including new card product launches, business case reviews, card issuing cost analysis/review, and interest earning lending KPIs.

Experience

1. Controller

   Urban Habitat

   Apr 2024 — Present · Palm Desert, CA, US

   Top-100 landscape construction companies in the US focusing on public works projects. Spearheaded end-to-end implementation of Sage Intacct, including full data migration from legacy ERP, historical financials, project accounting, and seamless integration with payroll and other third-party applications. Redesigned financial reporting architecture to align with strategic growth initiatives, enabling enhanced visibility, performance tracking, and decision-making across business areas. Directed daily accounting operations, including cash flow forecasting, budgeting, management reporting, and in-depth financial analysis to support executive leadership. Oversaw cross-functional teams in accounts receivable, accounts payable, purchasing, and regulatory compliance, ensuring operational efficiency and adherence to internal controls. Managed a multi-entity structure encompassing core operations, equipment rental services, and real estate holdings. Delivered statutory, monthly, and quarterly reporting to key stakeholders, including financial institutions and bonding companies, maintaining transparency and trust. Administered weekly payroll for 150+ employees, ensuring accuracy, timeliness, and compliance with labor regulations.

Education

• Syddansk Universitet - University of Southern Denmark

  Bachelor’s Degree, Financial and Accounting Management

  2000 — 2007

• Copenhagen Business School

  Master’s Degree, Accounting and Finance

  2007 — 2011

Skills

• Financial Insight
• Budgeting
• Nvocc
• Financial Modeling
• Logistics Management
• People Skills
• English
• Microsoft Office
• Pnl
• Forecasting
• Business Process Improvement
• Workflow Diagrams
• Cost Accounting
• Payment Industry
• Financial Planning
• Transportation Industry
• Strategy
• E-Commerce
• Managing Workflow
• Team Leadership
• Logistics
• International Shipping
• Staff Management
• Analysis
• Credit Cards
• Financial Services
• Financial Risk
• Entrepreneurship
• Credit Cards Industry
• Kpis
• Business Strategy
• Financial Reporting
• Commercial Finance
• Word
• Banking
• Microsoft Excel
• Auditing
• Shipping
• Financial Accounting
• Audit