Jacob Atlas
Majoring in Business Administration$Finan+
San Diego State University
From Greater San Diego Area, CA
San Diego State University
From Greater San Diego Area, CA
My name is Jake Atlas and I am an active, dynamic, and detail-oriented individual who enjoys empowering others and working in a team environment. My commitment to personal development and continuous improvement is the foundation behind my work ethic. Inspired by big ideas prompting substantial results, I strive to make intentions into actions.
Business experience:
Team Leadership
Process Improvement
Accounting and Bookkeeping via Quicken
Budgets and Forecasting
Financial Reporting and Analysis via Excel
Market Research
Currently developing a skill set in consulting, investment banking, portfolio management, corporate finance, and project management.
Seeking an entry-level finance position with a Fortune 500 company following graduation in May 2015.
Please feel free to reach out to me by email at jacobatlas18@gmail.com
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Jacob Atlas Named to SDSU Dean's List
Each semester, San Diego State University recognizes the dedication and outstanding academic accomplishments of students with the Dean's List. Jacob Atlas, who is majoring in Business Administratio...
March, 06 2015 - San Diego State University
Finance Staff Intern at Northwestern Mutual
Intern at the Core Office of the San Diego Group at Northwestern Mutual.
Worked directly with CFO to develop a process to track, monitor, and report associates’ transactions
Generated monthly personal Profit & Loss (P&L) statements for associates via Quicken
Interpreted reports necessary (1210s, Risk Personal I/S, Commissions) to produce P&Ls
Reviewed and analyzed past statements to assure all transactions are properly recorded
October 2014 - Present
Vice President of Finance at Entrepreneur Society SDSU
The Entrepreneur Society at SDSU brings together entrepreneurially minded students on campus and fosters the process of helping students turn their passion into a profitable business.
Some of my responsibilities this year include:
Prepared and managed 2014-2015 budget, ledger, and did bookkeeping on all accounts
Minimized open accounts by utilizing reimbursements, invoices, and purchase orders
Increased revenue 29% by implementing a sustainable solution to accept online payments
Generated and reported financial statements at quarterly advisory board meetings
May 2014 - Present