Jake Silk

About Jake Silk

Experienced Accounting and Finance professional with a demonstrated history of working in…

Experience

1. Financial Planning and Analysis Manager

   CFGI

   Feb 2022 — Present

   CFGI is a unique and highly specialized financial consulting firm that is strategically positioned to help companies through a range of routine and complex business scenarios. As an extension of your corporate finance team, CFGI works alongside your internal staff, serving in a variety of roles – from technical accounting advisor to M&A support to Controller or CFO – and delivering seamless support services. Our five key areas of expertise include: » CFO Services » Consulting » Interim Management » Valuation » Corporate Tax • Worked alongside the CFO and VP of Finance to completely revamp the financial reporting and forecasting processes to enable measurement of key financial and operational performance indicators and to accurately model and project financial performance. • Prepare monthly reporting packages to Board of Directors as well as internal and external constituents. • Provide monthly analysis of revenue, margins, expenses, productivity, profitability, and budget/forecast variance analysis to national office and practice leaders. • Worked alongside the co-CEOs, CFO, and VP of Finance during $1.85 billion equity transaction. Fielded majority of diligence requests and provided backup documentation for data room. • Act as the main point of contact for partners to request financial and performance related information, including information that partners needs to determine whether they achieved their performance goals. • Participate in process improvement initiatives around financial planning and analysis and financial systems. Bridge the gap between our Salesforce administrator and F&A functions. • Work on other special projects as required.