Jacob M.

Lead Financial Analyst @ AT&T | Financial Analysis, Business Strategy

Role
Lead Financial Analyst at AT&T
Location
Dallas, TX, US
LinkedIn followers
500 followers
Finance & AccountingView LinkedIn profile

About Jacob M.

I am a Lead Financial Analyst at AT & T, with 11+ years of experience in Finance and Operations. I have an MBA from Texas A&M University-Commerce and a BBA in International Business from Southeastern Louisiana University.My core competencies include business strategy, financial modeling, pricing, margin analysis, reporting, budgeting, forecasting, and process improvement. I lead teams of experts through multi-million dollar projects for customers globally, overseeing the development of financial models, frameworks, and presentations for executive review. I also use my expert subject matter knowledge to identify and implement process improvements, drive analytics, and create innovative tools and dashboards. I am passionate about delivering value to the company and the customers, as well as coaching, mentoring, and leading others in their abilities. I am a quick learner with a strong technical and technological aptitude, and I have experience working with and presenting to all levels of the corporate landscape, including C-level staff. I aspire to be the best I can while helping those around me to be the best they can.

Experience

  1. Lead Financial Analyst

    AT&T

    Jul 2024 — Present · Dallas, TX, US

    Develop data-driven strategic recommendations for high-impact financial projects and programs, aligning them with organizational goals and market trends- Gather, interpret, and evaluate financial information to provide insight for product management and sales teams- Analyze and interpret raw data to develop recommendations that achieve the organization\'s financial objectives- Determine the financial impact of alternative methods, plans, and strategies- Evaluate financial performance, including cost or budget administration- Perform complex data modeling and financial analysis- Address complex issues where analysis of situations or data requires an in-depth evaluation of variable factors- Lead team in development and improvement of models for efficiency and analysis accuracy

Education

  • Southeastern Louisiana University

    Bachelor of Business Administration (BBA), International Business

    2004 — 2009

  • East Texas A&M University

    Master of Business Administration (M.B.A.), Finance

    2015 — 2016

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Jacob M. — Lead Financial Analyst at AT&T in Dallas, TX, US | Unifers