Jacob Spady

About Jacob Spady

I’m a hands-on Fractional CFO and FP & A professional with several years of experience…

Experience

1. Fp & a Manager

   Compass Cpa, Pc

   Aug 2024 — Present

   Budgeting & Financial Planning- Participate in strategic planning client calls with the CFO- Work with client and CFO to develop short and long term client goals and objectives- Prepare 1 - 5 year financials models- Prepare annual budgets- Determine company KPIs- Work with CFO to provide ad-hoc client servicesBusiness and Financial Analysis- Provide historical analysis and forward looking opportunities based on the analysis- Identify trends and variance analysis- Provide industry benchmarking & analysis- Provide project analysis and participate in costing and pricing analysisClient Reporting- Maintain weekly cash flow reports- Prepare and manage monthly reporting package, including KPI dashboards, budget-to-actuals, variance explanation, and rolling forecasts- Create and maintain cash flow forecasts, 12-month forecasts & budgets, budget-to-actuals, KPI dashboards, revenue models, and other complex ad-hoc reports- Build and help monitor management finance tools

Education

• Southern Nazarene University

  Master of Business Administration - MBA, Business Administration

  2018 — 2019

• Southern Nazarene University

  Bachelor’s Degree, Business Administration with Specialization in International Business

  2014 — 2017

Skills

• Microsoft Office
• Sales
• Hard Worker
• Computer Proficiency
• Great Organizer
• Teamwork
• Interpersonal Skills
• Microsoft Powerpoint
• Social Networking
• Communication
• Time Management
• Powerpoint
• Microsoft Excel
• Public Speaking
• Customer Service
• Microsoft Word
• Detail Oriented
• Leadership
• Hard Worker
• Detail Oriented