Finance Professional  ·  Mesa, Arizona

Jake
Barney

Financial Analyst II  ·  The Boeing Company
FP&A  ·  $1B+ Defense Portfolio  ·  EVMS  ·  Process Automation

The gap between good data and good decisions is almost never a math problem. It's a systems problem. It's a communication problem. It's a trust problem.
$1B+
Portfolio Managed
$8B+
Baseline Contract Action
12+
Analysts — Tools Deployed
150+
Control Accounts Managed
Scroll

About

Finance at the intersection
of data and decisions.

At Boeing, I support financial operations across a $1B+ fighter portfolio — forecasting, variance analysis, EAC development, and EVMS compliance at a scale where the margin for error is essentially zero.

My most recent expanded role involved co-architecting the collection and visibility tools for an $8B+ contract baseline effort, one of Boeing Defense's largest active contract actions. My job wasn't just to analyze — it was to build the system that made analysis possible.

When revisions hit — and they always do — I was the one making sure the right data reached the right people before deadlines became crises. What that experience reinforced is something I now believe firmly: the analyst who can solve the data problem and the systems and communication problems is a different kind of asset.

I'm not looking for the next rung on the same ladder. I'm looking for greater scope, harder problems, and a seat at the table where financial insight actually shapes strategy.

Education
B.S. Finance
Utah Valley University · 2024
Minor: Economics & Business Management
Certifications
  • Bloomberg Market Concepts
  • Bloomberg Finance Fundamentals
  • Enterprise Earned Value Management
  • Financial Analyst Certification
Languages & Honors
  • Spanish — Full Professional
  • Phi Theta Kappa Honors Society
Location
Mesa, Arizona  ·  Open to relocation

Experience

Where I've worked
and what I built.

The Boeing Company
Financial Analyst II  ·  Finance Program
Sept 2025 – Present  ·  Mesa, AZ
Current
  • Led EAC development and cash flow forecasting for the $1B+ F-15 defense portfolio, conducting sensitivity and scenario analyses to quantify the cash impact of operational decisions and directly informing senior management's capital allocation and risk strategies.
  • Expanded scope to serve as sub-program focal on an $8B+ baseline effort — one of Boeing Defense's largest active contract actions — co-architecting the collection and visibility tools used by 12+ analysts and program stakeholders.
  • Drove deadline accountability across a distributed team during a high-stakes baseline submission, proactively surfacing data gaps and realigning inputs before they became schedule risks.
  • Designed and deployed Excel/VBA automation tools adopted across F-15 and F-18 programs, eliminating manual workflows and standardizing how financial data flows from control accounts to program leadership.
  • Led enterprise rollout of AI-enabled analytics (CAM Co-Pilot), improving compliance reporting and performance analytics across Finance programs.
Cash Flow Forecasting EAC Development EVMS Excel / VBA Scenario Analysis BI Reporting AI Analytics
The Boeing Company
Financial Analyst I  ·  Finance Program
Nov 2024 – Sept 2025  ·  Mesa, AZ
Promoted
  • Executed forecasting and EAC cycles for 10+ DFARS/non-DFARS programs within a $1B+ portfolio, supporting cash flow planning, working capital compliance, and alignment with Boeing financial policies.
  • Administered EVMS using COBRA cost management software across 150+ control accounts, tracking cash spend and schedule variances to support financial performance reviews and capital planning decisions.
  • Delivered 50+ monthly reports and partnered with 30+ Control Account Managers to analyze cost and schedule variances, quantify cash impact, and drive targeted improvement initiatives that reduced financial exposure.
COBRA ERP Variance Analysis Working Capital DFARS Compliance Stakeholder Reporting EVM
Enlite Home
Operations Manager  ·  (Promoted from Operations Coordinator)
Aug 2022 – May 2024  ·  Provo, UT
Promoted
  • Directed housing and logistics operations for 150+ contractors across multiple sites, building coordination systems from scratch to handle scale the organization hadn't previously managed.
  • Developed financial forecasts and managed budget allocations supporting working capital decisions across all contractor operations; applied data analytics to identify cost-efficiency opportunities.
  • Spearheaded a 6-month strategic outsourcing initiative with Best Buy, coordinating Finance, Legal, Sales, and Logistics from research through full implementation — demonstrating the ability to drive large-scale change without formal authority.
  • Streamlined operational and financial reporting workflows using SmartSheet and Google Suite, presenting data-driven insights that informed strategic planning, resource deployment, and measurable efficiency gains.
Financial Forecasting Budget Allocation SmartSheet Cross-Functional Leadership Project Management Process Design
Wells Fargo
Bank Teller
Dec 2017 – May 2021  ·  Chandler, AZ
  • Executed complex cash transactions, balanced cash box daily, and educated customers on digital tools. Served bilingual English/Spanish-speaking customers — building communication and relationship skills that carry forward to this day.
Mesa Community College
Adobe Student Ambassador
Aug 2018 – Apr 2020  ·  Mesa, AZ
  • Developed and ran virtual-media workshops across campus, reaching 76 faculty members and over 1,850 participants in a single academic year — building a program from scratch and scaling it across departments.
  • Supported faculty on integrating creative technology into the classroom, teaching complex media programs to non-technical audiences. An early proof that I can translate technical tools into language anyone can act on.
  • Selected to present at Adobe Creative Campus 2019 and EduMAX at Adobe Max 2019 — a national industry conference — representing the program's outcomes and student impact.
Workshop Design Public Presentation Adobe Creative Suite Technology Adoption Faculty Training

Projects

Systems built,
problems solved.

$8B+ Baseline Visibility Tool
Co-architected a baseline collection and visibility system deployed across Boeing Defense's F-15 and F-18 programs. Gave internal teams and the customer a real-time picture of how scope plays out over the life of the contract — actively used by 12+ analysts and program stakeholders under revision pressure.
🤖
F-15 / F-18 Reporting Automation
Designed and deployed Excel/VBA automation tools adopted across two major defense programs, eliminating manual workflows for 10+ analysts and standardizing how financial data moves from control accounts to program leadership. Reduced manual processing time and improved forecast accuracy across the portfolio.
📊
CAM Co-Pilot AI Analytics Rollout
Led enterprise rollout of AI-enabled analytics platform across Boeing Finance programs, focusing on improving compliance reporting and closing the gap between data availability and decision-making speed. Benchmarked KPIs across programs and identified workflow gaps driving the initiative.
🔗
Best Buy Strategic Partnership
Spearheaded a 6-month outsourcing initiative at Enlite Home in partnership with Best Buy — managing the full project lifecycle from scoping through implementation while coordinating Finance, Legal, Sales, and Logistics. A proof-of-concept for driving large-scale organizational change without formal authority.

Writing

Thinking out loud on
finance, data & decisions.

I write about the lessons I'm learning at the intersection of data, decisions, and what actually moves organizations forward. Follow along on LinkedIn or reach out directly.

01
LinkedIn  ·  Finance & Systems
On the gap between good data and good decisions
The math is rarely the hard part. Reflections on what actually separates great financial analysts from good ones — and why systems and communication matter as much as the spreadsheet.
02
LinkedIn  ·  FP&A & Craft
What defense-grade financial discipline teaches you
Working in an environment where every number has a name and every forecast eventually meets reality changes how you think about rigor, accountability, and what it means to own your numbers.

Finance Lab  ·  Models & Analysis

Financial models built
outside the office.

These are serious tools built for real problems — forecasting models, valuation frameworks, performance dashboards — developed independently to sharpen technical range and go deeper than any single role allows. Same rigor as the day job, applied on my own terms.

📈
In Progress
Dynamic Cash Flow Forecasting Model
A driver-based cash flow model built in Excel with scenario toggles for base, upside, and downside cases. Designed to be portfolio-agnostic — input your assumptions, get a 12- to 36-month cash projection with variance summary and waterfall outputs.
🧾
In Progress
Interactive P&L Analyzer
An income statement analysis tool that ingests raw financial data and outputs margin trends, cost structure breakdowns, and period-over-period variance flags. Built to answer the question a CFO would ask in the first five minutes of a business review.
📊
Planned
Financial Performance Dashboard
An executive-facing KPI dashboard that surfaces revenue, burn, gross margin, and headcount efficiency in a single view. Built for the use case where leadership needs the story in under 30 seconds — no pivot tables, no digging.
🏦
Planned
DCF & Comparable Company Model
A full valuation model combining discounted cash flow analysis with a comps table. Apply it to any public company — inputs pull from public financials, outputs include implied share price range, sensitivity tables, and a one-page tear sheet summary.
All models and tools are open source — find them at github.com/thejacobbarney ↗

Lab After Dark

What gets built when
the workday ends.

Same instincts as the finance work — find an interesting problem, build something around it, see what it teaches you. No stakeholders, no deadlines. Just curiosity and whatever tools are on hand.

🌿
Costa Rica — Interactive Travel Dashboard
thejacobbarney.com/costa-rica-26
Why I built it

After a trip to Costa Rica I wanted to do something more interesting with the data than a photo album. This interactive dashboard maps the full itinerary, tracks costs by category and location, and visualizes the route across the country. The same analysis I run on $1B+ portfolios at work — applied to somewhere I actually went. A reminder that the tools don't care what the subject is.

🎬
Do You Know Your Movies?
thejacobbarney.com/movie-spork
What it is

An interactive movie quiz — built because I wanted to see if I could, and because it turns out making a good quiz has a lot in common with making a good financial model: clear inputs, defined rules, immediate feedback. Also includes a curated quotes collection for the lines worth keeping. One site, two experiments, zero business case.

Skills

Tools of the trade.

Financial & Analytical
Cash Flow Forecasting EAC Development EVMS Variance Analysis Sensitivity Modeling Cost-Benefit Analysis Working Capital KPI Benchmarking Risk Management Budgeting & Allocation
Software & Tools
Excel — Macros / VBA COBRA (Cost Mgmt) Tableau Python SmartSheet Google Suite Bloomberg Terminal AI Analytics Tools
Leadership & Soft Skills
Cross-Functional Leadership Process Automation Influencing Without Authority Stakeholder Management Strategic Planning Project Management Spanish — Fluent

Contact

Let's connect.

Whether you're building a finance team, curious what defense-grade financial discipline could bring to a commercial organization, or just want to talk FP&A — I'd like to hear from you.

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