Jake Morey
@jakemorey
Operations leader with a background in finance and analytics.
What I'm looking for
I am an operations leader with a strong background in finance and analytics, dedicated to scaling systems and solving complex business challenges. My experience spans various roles where I have successfully navigated ambiguity and driven cross-functional impact. Currently, I serve as a Financial Operations Manager at Figure Markets Inc., where I lead treasury operations across multiple legal entities, optimizing banking infrastructure and supporting strategic cash planning.
Throughout my career, I have developed and delivered cash flow forecasts with improved accuracy, enabling executive decisions around lending and capital allocation. My role involves overseeing significant customer fiat and crypto transfers, ensuring compliance, and enhancing operational execution for financial products. My commitment to excellence has been recognized through two promotions, reflecting my ability to shape product development and execute processes with minimal disruption.
Before my current position, I worked as a Financial Analyst at Ziff Davis, where I maintained full-spectrum financial operations and developed quarterly budgets for a $75M+ business unit. My analytical skills were further honed at Pennybacker Capital, where I supported real estate investments and built dashboards using Power BI, SQL, and Python. I graduated Cum Laude from Arizona State University, where I double majored in Finance and Business Data Analytics.
Experience
Work history, roles, and key accomplishments
Financial Operations Manager
Figure Markets Inc.
Dec 2021 - Present (3 years 5 months)
Lead treasury operations across 20+ legal entities, optimizing banking infrastructure and supporting strategic cash planning. Develop cash flow forecasts and oversee $30M+ in customer transfers while ensuring compliance. Drive operational execution for financial products with significant transaction volume.
Financial Analyst
Ziff Davis - IGN
May 2021 - Jan 2022 (8 months)
Maintained financial operations for IGN, owning forecasts for ad sales and ecommerce. Developed quarterly budgets and produced reporting to support strategic planning in a fast-paced environment.
Investments and Data Analyst
Pennybacker Capital
Jun 2018 - Jun 2021 (2 years 11 months)
Supported execution of real estate deals with significant capitalization and returns. Built acquisition dashboards and collaborated with asset management to improve returns through data-driven strategies.
Education
Degrees, certifications, and relevant coursework
Arizona State University, W.P. Carey School of Business
Double Major, Finance and Business Data Analytics
2015 - 2019
Grade: Cum Laude
Graduated Cum Laude from Barrett Honors College with Full Tuition President’s Scholarship.
Tech stack
Software and tools used professionally
Availability
Location
Authorized to work in
Job categories
Skills
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