Jake MoreyJM
Open to opportunities

Jake Morey

@jakemorey

Operations leader with a background in finance and analytics.

United States

What I'm looking for

I am looking for a role that challenges me and allows for growth in a dynamic environment.

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

FI
Current

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.

PC

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 logoAB

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

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