Jake Thompson

Finance Systems Architect | Automation | Treasury Controls | Data Driven Execution

Miami, Florida, United States

About

My background includes enterprise treasury operations, financial reporting automation, and accounting systems. At Lennar, I built automation workflows in Palantir Foundry and Alteryx that uncovered discrepancies in voided check reporting, which led to the reconciliation of more than $2M in unaccounted funds and strengthened internal financial controls. I enjoy taking complex financial processes and turning them into systems that are clear, reliable, and scalable. Whether I am optimizing treasury workflows, implementing system improvements, or building reporting tools for leadership, my focus is always the same: increase visibility, reduce risk, and create measurable impact. Outside of corporate finance, teaching at JETSET Pilates has strengthened my leadership presence and ability to communicate clearly under pressure. Leading a room in real time has sharpened my confidence and adaptability in ways that carry directly into my professional work. I am currently exploring opportunities in finance, strategy, consulting, and technical operations where I can continue building systems that protect value and improve performance.

Experience

  • Pilates Instructor at JETSET Pilates®
    Feb 2026 - Present · 5 mos

    • Lead high intensity reformer classes in a luxury, music driven studio environment. • Design structured full body programming with precise cueing and attention to form. • Command high energy rooms while maintaining client safety and flow. • Adapt in real time to client performance and studio dynamics. Teaching has strengthened my leadership presence, communication clarity, and ability to perform under pressure.

  • Accounting Assistant at Cable Beverages Inc
    Mar 2020 - Present · 6 yrs 4 mos

    • Manage reconciliations, payroll processing, and financial reporting to maintain audit readiness and compliance. • Support month end close by preparing financial statements and processing sales tax filings. • Maintain accurate transaction records across accounting systems and internal documentation. • Communicate directly with vendors and internal stakeholders regarding financial transactions and reporting.

  • Technical Business Analyst – Finance Systems at Lennar
    Jun 2025 - Jan 2026 · 8 mos

    I led architecture and optimization of enterprise treasury systems at one of the nation’s largest homebuilders, operating at the intersection of finance, automation, and data infrastructure. • Built advanced automation workflows in Palantir Foundry and Alteryx that uncovered discrepancies in voided check reporting, enabling reconciliation of $2M+ in unaccounted funds and strengthening internal financial controls. • Led cross functional collaboration between Finance and IT to modernize treasury reporting infrastructure and improve system reliability. • Replaced manual reconciliation and reporting processes with scalable automation pipelines, reducing operational risk and improving accuracy. • Owned full lifecycle implementation of system enhancements from requirements definition through testing, deployment, and post launch optimization. • Developed executive facing dashboards and reporting tools to increase financial visibility and support strategic decision making.

  • Treasury Intern at Lennar
    Jun 2024 - Aug 2024 · 3 mos

    • Supported daily cash positioning and liquidity monitoring across enterprise treasury operations. • Identified process inefficiencies and introduced automation initiatives adopted by the team. • Prepared cash flow forecasts and spend analysis reports for senior leadership. • Assisted with corporate card reconciliation and compliance monitoring.

  • Accounting Systems Specialist at Intuit
    Oct 2023 - Aug 2024 · 11 mos

    • Advised small businesses on accounting system configuration, reconciliations, and financial reporting optimization. • Conducted one on one training sessions on chart of accounts design, transaction workflows, and reporting best practices. • Diagnosed accounting system issues and translated complex financial concepts into clear, actionable guidance. • Maintained detailed documentation of client interactions to support workflow improvement and product enhancements.