Fp A Business Intelligence

Jacob (Jake) Boutté

225-***-**** *************@*****.*** LinkedIn Profile

Summary

Forward-thinking finance executive with 15+ years of experience driving financial strategy, operational efficiency, and enterprise value across venture-backed startups and global consumer brands. Proven ability to scale finance functions, optimize capital allocation, and lead high-performing teams through M&A, fundraising, and transformation initiatives. Expert in long-range planning, cash flow optimization, board reporting, and systems implementation. Trusted strategic partner to CEOs and Boards, with a sharp focus on EBITDA growth, risk management, and sustainable value creation. Technology

• ERP & Accounting: Oracle, NetSuite, QuickBooks, Sage, Datalake

• FP&A & EPM: OneStream, Adaptive Insights, Anaplan (familiar), Excel (Advanced Modeling & Power Query)

• Business Intelligence & Reporting: Power BI, Tableau (familiar), Google Data Studio

• Financial Operations & Tools: Carta (cap table management), Ramp (expense management), Bill.com, Expensify

• E-Commerce & Revenue Tools: Shopify, Stripe, Recharge, Klaviyo (familiar)

• Inventory & Supply Chain: Inventory planning tools (e.g., DEAR, Unleashed, or custom platforms)

• Collaboration & Productivity: Google Workspace, Microsoft Office, Slack, Asana, Notion Skills

• Strategic Finance & Planning: Long-range planning, scenario modeling, capital allocation strategy

• Financial Reporting & Compliance: GAAP/IFRS reporting, audit oversight, internal controls

• Budgeting & Cost Optimization: Forecasting, zero-based budgeting, margin improvement initiatives

• Board & Investor Relations: Fundraising support, board decks, investor presentations, KPI reporting

• Financial Systems & Automation: ERP implementation (NetSuite, Sage, Oracle), financial tech stack optimization

• Data-Driven Decision Support: Business intelligence, dashboarding (Power BI, Excel), process improvement Professional Experience

Wells Group, New York, NY 2024 – Present

-- A finance and accounting consultancy that provides outsourced CFO, FP&A, and operational support services to high-growth startups and mid-sized companies across various industries, revenue $5M Senior Vice President of Finance and Strategy

• Led and mentored a team of two analysts and one controller, delivering high-quality financial and accounting workstreams across 8+ client engagements with 100% on-time completion.

• Acted as primary finance partner to C-suite and Boards across SaaS, media, fintech, healthcare, and CPG clients.

• Directed FP&A and strategic finance for venture-backed startups and mid-sized companies, driving $50M+ in equity and debt fundraising.

• Created and maintained dynamic three-statement financial models and investor-ready reporting packages, enabling $50M in equity and/or debt fundraising for client companies.

• Delivered variance analysis and monthly reporting that enabled cost controls, reducing operating expenses by 10–15% in select engagements.

• Identified margin improvement and risk mitigation opportunities, contributing to a 20% average increase in client EBITDA across engagements.

Hodinkee, New York 2020-2024

-- Manufacturer, wholesale and e-commerce company specializing in luxury watches, revenue $70M Vice President of Finance, Strategy, and Analytics

• Built and led a high-performing finance team of two Senior Analysts, scaling FP&A capabilities and improving forecast accuracy by 25% through automation and modeling enhancements.

• Served as a strategic finance leader across direct-to-consumer, wholesale, and media verticals; directly partnered with the CEO and leadership team to drive business growth and financial discipline.

• Led annual budgeting and quarterly forecasting processes, aligning with strategic goals and improving forecast accuracy by 25%.

• Developed and maintained financial models that supported new market expansion and pricing initiatives, contributing to 15% YoY revenue growth.

• Conducted in-depth financial analyses on revenue trends, capital investments, and cost structures, leading to

$1.2M in identified savings opportunities.

• Partnered with Sales and Marketing to implement pricing and promotional strategies that drove a 10% lift in gross margin across key product categories.

Senior Director of Financial Planning and Analysis

• Managed financial operations and led cross-functional initiatives that streamlined reporting and improved team efficiency by 30%.

• Executed internal audit of contract labor and engineering systems, uncovering $800K in cost savings through renegotiated vendor contracts and resource reallocation.

• Spearheaded NetSuite Budgeting & Planning module implementation, reducing budgeting cycle time by 40% and increasing data transparency.

• Performed monthly variance analyses and delivered actionable insights to senior leadership, enabling timely course corrections and improved P&L management.

• Ensured financial reporting integrity and internal control compliance, achieving clean audit outcomes and strengthening stakeholder confidence.

Lavazza, New York 2017-2019

-- Italian coffee manufacturer and wholesaler to both consumers and businesses, revenue $3.1B Finance Manager

• Directed accounting, financial reporting, and budgeting functions, streamlining monthly close processes by 30% and enhancing financial accuracy; managed and developed one financial analyst to support departmental growth.

• Implemented strategic cost-saving initiatives that reduced operating expenses by $500K annually, improving EBITDA margins by 200 basis points and driving cross-departmental efficiency. Coca-Cola, Baton Rouge 2013-2017

-- Beverage production and distribution center, revenue $45.8B Finance Manager

• Led and coached a team of 12 financial analysts, fostering a high-performance culture that improved team output by 25% and reduced turnaround time on reporting deliverables by 30%.

• Oversaw financial management for supply chain operations, completing monthly cash reconciliations with 99% accuracy and driving the development of financial forecasts that supported a 10% reduction in logistics costs year-over-year.

Postlethwaite & Netterville (P&N), Baton Rouge 2011-2013

-- Accounting and business advisory firm for BP Oil Spill, revenue $70.4M Senior Financial Analyst

• Managed and developed a high-performing team of 8 analysts, achieving a 40% higher output than peer teams and consistently ranking as the #1 producing team across the organization.

• Recognized as a top performer company-wide for leading the processing of over 10,000 BP Oil Spill claims, maintaining a 98% accuracy rate and accelerating resolution timelines by 35%. Education

University of New Orleans

MBA in Finance

Louisiana State University

Bachelor’s Degree in Public Relations and Business Administration

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