Jaye Whittaker has a successful track record and solid business experience in both corporate and real estate finance and management, with an emphasis in:
financial planning & analysis, including budgeting, forecasting, and variance analysis,
financial management and reporting,
lending and loan origination,
real estate investing, including acquisition and asset management.
She is adept at helping enterprises manage and improve their value, through increased revenues and decreased expenses.
She is an effective:
manager,
leader, and
team builder.
Her management philosophy is collaborative, and one of her key personal strengths is her ability to work very professionally with a diverse group of people at
all levels, inside and outside of an organization, including agents and
brokers, lenders, title companies, appraisers, insurance agents,
contractors, owners and investors, and tenants.
As a Manager of Financial Planning & Analysis, Jaye developed
and led financial planning & analysis processes and models to
forecast business plans and analyze historical performance of global
operating expenses (e.g., budgets, variance analysis, cost-benefit
analysis, ad hoc analysis and reports).
Appointed by CEO as Finance Lead on cost-cutting campaign, Jaye
collaborated with a team of 10 functional directors, resulting in a
corporate turnaround that reduced monthly burn by 70% and turned the
P&L to cash flow positive. The company survived the dot-com bust
and successfully pursued acquisition by EarthLink. Jaye was also a key
member of the acquisition due diligence team, and the post-acquisition
integration team.
LabMorgan.com, Internet Incubator of J.P. Morgan, Financial Services Giant
As a Business Development Analyst, Jaye conducted competitive
intelligence analysis of trends, players, technologies, and strategies
in Internet markets, particularly B2B e-commerce.
She advised executives on markets and business opportunities, resulting in the successful launch of new LabMorgan ventures.
Start-Up Venture in Space Biotechnology and New Drug Development
Jaye served as Finance Lead on this entrepreneurial venture,
with a former NASA astronaut and colleagues at the NASA Ames Space Portal. She assessed and advised on financial measures, including pricing,
profitability and margins, break even, and initial investment.
She worked with the team to determine the optimal business model
and developed the initial financial model and plan, moving the business
case forward and enabling the team to pursue Angel and Venture Capital
funding.
Mid-Sized Law Firm Specializing in Corporate and Real Estate Law
As Assistant Controller, Jaye co-managed the finance and accounting
department, administering and reconciling financial statements, general
ledger, and client billing.
She was recruited by the firm to spearhead and expedite the
transition from manual to computerized accounting software, and
succeeded in teaching herself the new software, migrating data, testing
the system, creating report templates, training supervisor and
colleagues, and completing project.
Real Estate Investor and Senior Loan Officer
With a strong background in financial analysis, Jaye applied
corporate finance techniques to personal finance and investing. As a
Senior Loan Officer at Loan Link Financial Services, she developed and
utilized Excel financial tools to analyze product scenarios, terms, and
debt structures, ultimately determining the best financing
strategy for her clients.
As a real estate investor, Jaye performs many of the diverse and
complex functions in each transaction, including due diligence and
financial analysis, determining acquisition and exit strategies,
managing each transaction and all third parties, managing property
operations and maintenance, and marketing and selling properties upon
disposition.
