Jake Sofinowski

About Jake Sofinowski

Jake is a Management Consultant with over nine years of experience in the financial…

Experience

1. Principal Consultant

   Capco

   Jul 2018 — Present · Charlotte, NC, US

   Collaborated with functional leads to create presentations measuring progress in meeting interim and target operating models following the acquisition of a leading retail brokerage- Established a brand and material change program to act as a forum for a master brand update and review the impact on program verticals and events- Collaborated with global platform leads covering 20 Trading and Investment Management revenue platforms to create investment cases highlighting planned benefits and outcomes related to change initiatives- Monitored metrics related to business outcome success, key performance metrics and realized benefits (both quantifiable savings and non-financial) related to change investments- Conducted current state analysis of data governance and quality measures in place for critical front office systems of record containing market data for a Fortune 100 Investment Bank- Prepared presentations to convey strategic approach for proposed centralized front office owned market data system- Completed use cases for products and underlying components used in quantitative model valuations for both commodities and market risk (VaR, SVaR) for a global bank- Developed analysis depicting risk factor granularity used to construct interest rates curves and the formation of market risk drivers from front office data objects- Contributed to design and development plan for middle office risk and data aggregation change facilitating reporting of instrument key, notional and risk type- Conducted interviews with over 15 groups to assess the impact of a Settled-to-Market solution which eliminated the need for over manual postings monthly and for including a CUSIP to files sent by an exchange data system- Collaborated with front office and middle office finance groups to develop an updated account structure and move positions to remediate instances of commingled traded product types

Education

• University of South Carolina - Darla Moore School of Business

  Bachelor of Science in Business Administration (B.S.B.A.)

Skills

• Account Reconciliation
• Quality Assurance
• Cash Flow Analysis
• Consulting
• Data Analysis
• Sap Bw
• Dcf Valuation
• Financial Statement Analysis
• Fixed Income Analysis
• Project Management
• Risk Management
• Visio
• Volcker Rule
• Regulatory Compliance
• Valuation
• Business Advisory
• Strategy
• Investment Portfolio
• Process Improvement
• Financial Analysis
• Reporting & Analysis
• Sap
• Internal Audit
• Analysis
• Financial Modeling
• Powerpoint
• Microsoft Excel