Rachael M.

Jacobson
1352 Creekside Drive
Bakersfield, Ca. 93312
Cell Phone: (562) 307-xxxx
Email: rjbsn@asu.edu
Objective To work for a well established company with an opportunity for growth from within. I am seeking a
career in which I can develop both personally and professionally.
Work Experience 8/2007 Present Kaiser Permanente Bakersfield, Ca.
Associate Project Analyst
Lead administrator for the Kaiser Permanente Advantage Program. Consisting of setting up project
WBS, budget maintenance, revenue accrual and recognition, invoicing, provide monthly client-facing
reports, internal metrics reports, and project closures. Answer project/program related questions as
needed. Went from annual sales of $1.5m and 50+ end users in 2007 to $13.5m and 300+ end users
in 2013.
Assist in the creation and testing of SAP reports to improve data, reporting, and processes related to the
Advantage Program.
Invoice Professional Services projects per the terms of the contracts. Responsible for reading and
interpreting contracts to ensure appropriate billing.
Review SAP sales orders, project initiations, and act as point of contact for questions and review work of
less experienced co-workers in the group.
Process labor transfers, journal entries, project reconciliations, and audits.
5/1998 8/2007 Citibank, N.A. Bakersfield, Ca.
Administrative Assistant, Senior
Provide confidential and administrative support to Division Manager / Senior Vice President.
Organize location, set up, and other accommodations for meetings, retreats, company picnics, and
other events coordinated. Meetings ranged from small conferences of 5 managers, to large functions
with over 1,000 employees and guests.
Liaison between Headquarters, Human Resources, Region Assistants, Region Managers, District
Managers, branches, etc. through creation of memos, flyers, voicemail, e-mail, fax, etc.
Compilation of monthly reports and manager bonus packages.
Review reports (sales, G&A, labor, operations, etc.) for extremes and trends for Division Manager.
Database Administrator for all Division Savings employee files.
Assist with presentations, charting and databases. Prepare presentations, various reports, and other
projects for management using Excel and PowerPoint programs extensively.
Development of memorandums to field employees.
Other routine and non-routine tasks and special projects as assigned.
Work independently with minimal general guidance.





4/1996 5/1998 Citibank, N.A. Bakersfield, Ca.
Teller Region Floater
Processed daily teller transactions and new accounts while answering phones and providing excellent
customer service.
Worked in the LA Region and parts of OC Region as coverage.
Assisted with training new hires basic teller transactions and new accounts.
Audit and clean legal files in various branches.
IRA expert and Vault Teller.
Helped pilot and implement new software system throughout the Division.
Recognized by CEO for Outstanding Customer Service.

Education 06/2012 Present Arizona State University Tempe, Az.
Bachelors of Arts - Organizational Leadership (current GPA 4.0)
Awarded partial scholarship from Kaiser Permanente
Expected completion of BA May 2015
6/2006 Citibank, N.A. Pleasanton, Ca.
Underwriting School
Curriculum was an intensive 2 week residential program to learn mortgage loan underwriting.
1 of 2 in the class to achieve a perfect score out of 20 students.
1/2009 5/2012 Taft College Taft, Ca.
Associates Degree Liberal Studies (GPA 3.6)
Attended classes part time while working full time.
Graduated with Honors.
Volunteer Work Love on a Leash therapy dog program. Attend monthly childrens reading program to encourage
literacy and other special events.
Work Skills Competent with Microsoft Office programs (Word, Excel, PowerPoint, and Outlook), 10-key by
touch, and data entry. Knowledgeable in SAP. I am flexible, a quick learner, and detail oriented
with strong organization and technical skills.
**References available upon request**