Mitch Jacobs
Halifax,NS
Summary
A self-motivated, quick learning and hardworking young professional with a versatile skill set. Experience in client service, operations, accounting and finance. Both passionate and analytical with knowledge of financial statements, budgets, margins and multiple computer technical applications. Ability to adapt quickly to changing environments with the capacity to work both independently and in a team setting. Business-minded Financial Analyst known for Innovative problem solving and extreme attention to detail . Highly energetic with over 4 years of experience collaborating with other team members and handling shipping tasks. Remains calm and poised while managing high-volume workloads.
Overview
8
8
years of professional experience
Work History
Director of Corporate Development
Sterling Capital Brokers
01.2024 - Current
- Coordinated post-merger integration efforts across various departments, streamlining operations while minimizing disruption to ongoing business activities.
- Managed the divestiture process for non-core business units, maximizing value realization and enabling a sharper strategic focus.
- Increased company revenue by identifying and executing strategic acquisitions and partnerships.
- Developed robust communication plans for stakeholders during major organizational changes, resulting in increased transparency and trust.
- Implemented due diligence processes for potential M&A targets, mitigating risks and ensuring smooth transactions.
- Mentored junior team members in corporate development best practices, fostering professional growth within the department.
Commissions and Conversion Manger
Sterling Capital Brokers
02.2023 - Current
- Built relationships with 6 brokerages to establish long-term business growth as well as support their 300 clients.
- Achieved sales/revenue goals and service targets by cultivating and securing new customer relationships.
- Collaborated with upper management to implement continuous improvements and exceed team goals.
Pricing and Product Lead
Sterling Capital Brokers
06.2022 - 02.2023
- Utilized knowledge of insurance principles, policies and procedures to make decisions on risk assessment.
- Evaluated applications to determine insurance coverage and appropriate risk classifications.
- Developed and implemented underwriting policies and procedures, establishing useful and accurate processing of applications.
- Met with customers, agents and brokers to negotiate coverage, price, and service delivery.
- Negotiated terms and conditions of coverage with clients to acquire maximum profitability.
Senior Financial Analyst
Sterling Capital Brokers
12.2020 - 06.2022
- Produced 600+ monthly invoices using advanced Excel VBA functions.
- Reviewed financial reports and streamlined operations to increase productivity and company profits.
- Used SQL to create reports and recommended courses of action to senior leadership team.
- Improved operational efficiency and cultivated cost reduction and increased productivity.
- Solved complex client problems for senior leadership
Operations Associate
League Inc
06.2019 - 12.2020
- Create automated internal financial reporting using Power BI.
- Developed, implemented and generated cross border reporting for 10% of clients
- Worked with product teams to provide forward-thinking strategies focused on addressing customer needs and resolving concerns.
- Operated independently under tight deadlines, successfully executing million-dollar transactions.
- Resolved concerns, conflicts, and problems to ensure that 100% of SLA's are met.
- Performed daily account maintenance, generated reports, prepared correspondence and special projects as assigned
- Actioned over 100 monthly issue tickets with varying customer concerns
Financial Analyst
League Inc
01.2018 - 06.2019
- Created monthly forecast for trend analysis of customer’s revenue
- Managed comprehensive financial model, which was used to create companywide budget
- Support in creation of monthly financial statements as well as year end financial audits
- Analyzed revenues, costs and expenses for operating projects.
- Consolidated financial data and materials for key leadership meetings.
- Assisted in monthly and quarterly board reporting
- Produced monthly invoices for 250 clients
Customer Service Representative
League Inc
09.2017 - 01.2018
- Provide best in class customer service maintaining client service level agreements
- Triaged hundreds of claims daily with 100% accuracy
- Gathered and built training documentation for team to build benefits knowledge
- Provided primary customer support to internal and external customers in fast-paced environment.
Education
Bachelor of Commerce - Finance
Dalhousie University
Halifax05.2017
Graduate of the International Baccalaureate Program -
Halifax Grammar School
Halifax, Nova Scotia2012
Skills
- Problem Solver
- Team Leadership
- SQL Analytics
- Internal Financial Reporting
- Advanced Excel
- Report Automation
- Accuracy and efficiency
- Power BI Reporting
- Managing Priorities
- Customer Service
- Project Management
- Cross-Functional Communications
- Data Analysis
- Critical Thinking
Hobbies & Interests
- Playing sports
- Expanding technical knowledge
- Reading
- Toronto Raptors
- Traveling
- Mentorship programs
- Puzzles ( Rubik's cube, Chess)
Timeline
Director of Corporate Development
Sterling Capital Brokers
01.2024 - Current
Commissions and Conversion Manger
Sterling Capital Brokers
02.2023 - Current
Pricing and Product Lead
Sterling Capital Brokers
06.2022 - 02.2023
Senior Financial Analyst
Sterling Capital Brokers
12.2020 - 06.2022
Operations Associate
League Inc
06.2019 - 12.2020
Financial Analyst
League Inc
01.2018 - 06.2019
Customer Service Representative
League Inc
09.2017 - 01.2018
Bachelor of Commerce - Finance
Dalhousie University
Graduate of the International Baccalaureate Program -
Halifax Grammar School
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