Jake Sevcik Helping Businesses Grow by Making Finance Work for Them

FP&A Manager

Graphite Financial

Jan 2025 - Jun 2025 (6 months)

• Oversaw FP&A operations for 6 small businesses across agency and SaaS sectors, delivering customized weekly and monthly financial packages. Met with clients, board members, and investors to explain financial positions. • Managed two analysts and partnered with accounting/tax to ensure timely close and reporting.

Outsourced Controller & Senior Financial Analyst

All In One Accounting

Feb 2024 - Oct 2024 (9 months)

• Managed financial operations for 8 small businesses across for-profit and non-profit sectors, delivering customized weekly and monthly financial packages. Worked alongside a CFO and oversaw 5 accountants. • Developed financial dashboards to track operational KPIs, enhancing visibility and decision-making for clients. • Developed the Veracity Score, a tool recognized for evaluating nonprofit financial health and guiding decision-making.

Senior Financial Consultant

Growth Financial International

Jul 2022 - Dec 2023 (1 year 6 months)

• Led financial consulting for 4 clients with annual incomes up to $50M, providing tailored financial strategies. • Acted as Senior Accountant for 6 businesses, optimizing bookkeeping, reconciliations, and reporting processes, increasing efficiency and financial clarity. • Significantly enhanced financial reporting across 32 clients using Power BI, Excel, Google Sheets, and Looker Studio, improving data accuracy and accessibility. • Executed business valuations for 4 clients, guiding acquisitions with detailed market and financial insights. • Supervised 5 Junior Accountants, ensuring the delivery of precise financial reports and fostering team growth. • Co-founded the firm, playing a critical role in its expansion from 2 to 9 employee

Financial Analyst & Controller

CleverProfits

Sep 2020 - Jul 2022 (1 year 11 months)

• Advised 10 clients as their Fractional CFO. Using KPI and other advising strategies to help grow their business. • Constructed 400+ high-quality financial deliverables, including tailored strategy videos and reports, enabling clients to make informed decisions. • Managed Payroll and commission payouts for more than 40 clients. Built Dashboards to help track. • Acted as controller for 2 of our largest clients implementing accounts receivable and invoicing processes.

Jake Sevcik

About

Detail

Timeline

Résumé

Jake Sevcik

About

Detail

Behavioral traits