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Career Portfolio 
Jake Roese 
FDN 3100-4 
Finance Junior 
Northwood University
Contents 
• Introduction 3 
• Goals 4 
• Resume 5 
• Letters of Recommendation 6-7 
• Samples of Work 8-10
Introduction 
• This portfolio is representation of work in the 
pursuit of gainful employment. 
• All work is my own, and represents my journey to 
attain knowledge in the field of business and 
finance. 
• Beyond that it represents the experiences of my 
life that set me apart as an excellent prospective 
employee.
Goals 
• To one day manage money at a professional level. 
• Develop my analytical skills to find undervalued 
assets. 
• Meet people of high caliber, both intellectually and 
ethically. 
• Master the art and discipline of investing, in order 
to one day make myself and others a lot of money.
Resume 
Jacob Roese 
604 Shirmor Drive, Midland MI 48640 
Home: (989) 631 0383 Cell: (989) 737 2047 
roesej@northwood.edu 
Work Experience 
Junior Accountant, R. Roese Contracting, Kawkawlin MI. 
Developed a capital equipment costing model. Engineered financial formulas to capture and convert 
accounting costs into economic costs. 
Developed a database to capture and project the costs associated with the ownership and operation of 
individual pieces of equipment. 
Day-to-day responsibilities included generating internal cost reports, fuel tracking, journalizing payables 
and receivables. 
Dates: 5/2014 – 8/2014 
Fiber Optics Splicer, R. Roese Contracting, Hillman MI. 
Supervised planning of fiber network installation. 
Installed, spliced, and tested and repaired several hundred miles of fiber-optical network connecting North 
East Michigan. 
Dates: 3/2013 – 8/2013 
Directional Drilling Foreman, R. Roese Contracting, Mountain Home AR. 
Managed a two-man crew. Was responsible for logistics, operations, and maintenance. 
Operated a 24 x 40 horizontal bore machine installing fiber-optical cable in the Ozark Mountains. 
Participated in the first successful boring of the White River. 
Dates: 1/2012 – 8/2012 
Education 
BBA Finance: Graduating 12/2015 
Currently in my junior year of study at Northwood University. 
Current GPA: 3.7, Avg. credit hours per semester: 19 
I am on schedule to complete Northwood’s four year finance degree in two and a half years. 
Extra-Curricular Activities 
Northwood Mock Trial Team. 
Northwood Finance Association. 
President/founder Mid-Michigan Spearos, Spearfishing and Free Diving Club. 
Accomplishments 
Dean’s List: 3 semesters. 
Student Honors Association. 
Skills 
Leadership MS Excel 
Public Speaking MS Access 
Organization HP 12 C calculator 
MS Word Heavy equipment operator 
MS PowerPoint
Letter of 
Recommendation 
	 
Roese	Contracting	Co.	Inc.	 
2674	S.	Huron	Rd.	 
Kawkawlin	MI,	48631	 
	 
October	3,	2014	 
It	is	my	pleasure	to	recommend	Jacob	Roese	for	any	position	for	which	he	may	inquire.		He	is	smart,	 
driven,	ambitious	and	highly	capable.		I	am	very	proud	to	claim	Jacob	as	a	former	employee	and	would	 
be	envious	of	anyone	who	has	the	pleasure	of	working	with	him	in	the	future.	 
Jacob	worked	under	me	as	a	junior	accountant	for	four	months	this	summer	and	accomplished	more	 
than	many	of	the	more	senior	members	in	the	department.		His	grasp	of	the	finer	points	of	double	entry	 
bookkeeping,	paired	with	his	work	ethic,	would	make	him	a	bargain	at	any	price.		 
Besides	his	intellect	and	professionalism,	Jacob	has	a	winning	personality	and	a	great	attitude.		I	 
sincerely	wish	him	the	best	of	luck	in	his	future	endeavors	and	would	highly	recommend	to	any	 
prospective	employer	that	you	seriously	consider	this	talented	young	man	for	whatever	position	he	may	 
seek.	 
	 
Don	Schmidt	 
Controller	 
R.	Roese	Contracting	Co.	Inc.	 
(989)	631	0383	 
Schmidt.d@rroese.com
Letter of 
Recommendation 
10/14/14 
OLE DAMN RD PARTY STORE 
GRAYLING MI, 49738 
To Who This May Concern, 
Jake Roese was one of the best employees I have ever had. Although this was several years ago, 
his presence is still missed. He was very bright and diligent and was a great help the summer he 
worked here. He was quick to catch on and had an eye for detail. I would recommend Jake to 
anyone looking to hire an ambitious, polite, man. 
All his coworkers are still fond of him and his job is always waiting for him if this letter is 
ignored. If however you recognize his talents, congratulations! He is one in a million. 
Mark Hartman 
Owner/Proprietor 
Ole Damn Road Store.
Sample of Work 
Deere & Company 
Weighted Average Cost of Capital Calculation Page 
WACC Calculation Comparable Companies WACC 
Target Capital Structure 
Debt-to-Total Capitalization 77.3% 
Equity-to-Total Capitalization 22.7% 
Company 
Cost of Debt 
Cost of Debt (1) 3.5% 
Tax Rate 32.7% 
After-tax Cost of Debt 2% 
Mean 
WACC 4.49% 
(1) Risk-free rate + Default Spread 
(2) Treasury.gov Company 1 
Company 2 
Company 3 
Company 4 
Company 5 
Cost of Equity Median 
Risk-free Rate (2) 3.2% 
Market Risk Premium (3) 7.0% Deere & Company Relevered Beta 
Levered Beta 1.22 
Size Premium 0% 
Cost of Equity 11.74% 
Relevered Beta
Sample of Work
Sample of Work

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Portfolio

  • 1. Career Portfolio Jake Roese FDN 3100-4 Finance Junior Northwood University
  • 2. Contents • Introduction 3 • Goals 4 • Resume 5 • Letters of Recommendation 6-7 • Samples of Work 8-10
  • 3. Introduction • This portfolio is representation of work in the pursuit of gainful employment. • All work is my own, and represents my journey to attain knowledge in the field of business and finance. • Beyond that it represents the experiences of my life that set me apart as an excellent prospective employee.
  • 4. Goals • To one day manage money at a professional level. • Develop my analytical skills to find undervalued assets. • Meet people of high caliber, both intellectually and ethically. • Master the art and discipline of investing, in order to one day make myself and others a lot of money.
  • 5. Resume Jacob Roese 604 Shirmor Drive, Midland MI 48640 Home: (989) 631 0383 Cell: (989) 737 2047 roesej@northwood.edu Work Experience Junior Accountant, R. Roese Contracting, Kawkawlin MI. Developed a capital equipment costing model. Engineered financial formulas to capture and convert accounting costs into economic costs. Developed a database to capture and project the costs associated with the ownership and operation of individual pieces of equipment. Day-to-day responsibilities included generating internal cost reports, fuel tracking, journalizing payables and receivables. Dates: 5/2014 – 8/2014 Fiber Optics Splicer, R. Roese Contracting, Hillman MI. Supervised planning of fiber network installation. Installed, spliced, and tested and repaired several hundred miles of fiber-optical network connecting North East Michigan. Dates: 3/2013 – 8/2013 Directional Drilling Foreman, R. Roese Contracting, Mountain Home AR. Managed a two-man crew. Was responsible for logistics, operations, and maintenance. Operated a 24 x 40 horizontal bore machine installing fiber-optical cable in the Ozark Mountains. Participated in the first successful boring of the White River. Dates: 1/2012 – 8/2012 Education BBA Finance: Graduating 12/2015 Currently in my junior year of study at Northwood University. Current GPA: 3.7, Avg. credit hours per semester: 19 I am on schedule to complete Northwood’s four year finance degree in two and a half years. Extra-Curricular Activities Northwood Mock Trial Team. Northwood Finance Association. President/founder Mid-Michigan Spearos, Spearfishing and Free Diving Club. Accomplishments Dean’s List: 3 semesters. Student Honors Association. Skills Leadership MS Excel Public Speaking MS Access Organization HP 12 C calculator MS Word Heavy equipment operator MS PowerPoint
  • 6. Letter of Recommendation Roese Contracting Co. Inc. 2674 S. Huron Rd. Kawkawlin MI, 48631 October 3, 2014 It is my pleasure to recommend Jacob Roese for any position for which he may inquire. He is smart, driven, ambitious and highly capable. I am very proud to claim Jacob as a former employee and would be envious of anyone who has the pleasure of working with him in the future. Jacob worked under me as a junior accountant for four months this summer and accomplished more than many of the more senior members in the department. His grasp of the finer points of double entry bookkeeping, paired with his work ethic, would make him a bargain at any price. Besides his intellect and professionalism, Jacob has a winning personality and a great attitude. I sincerely wish him the best of luck in his future endeavors and would highly recommend to any prospective employer that you seriously consider this talented young man for whatever position he may seek. Don Schmidt Controller R. Roese Contracting Co. Inc. (989) 631 0383 Schmidt.d@rroese.com
  • 7. Letter of Recommendation 10/14/14 OLE DAMN RD PARTY STORE GRAYLING MI, 49738 To Who This May Concern, Jake Roese was one of the best employees I have ever had. Although this was several years ago, his presence is still missed. He was very bright and diligent and was a great help the summer he worked here. He was quick to catch on and had an eye for detail. I would recommend Jake to anyone looking to hire an ambitious, polite, man. All his coworkers are still fond of him and his job is always waiting for him if this letter is ignored. If however you recognize his talents, congratulations! He is one in a million. Mark Hartman Owner/Proprietor Ole Damn Road Store.
  • 8. Sample of Work Deere & Company Weighted Average Cost of Capital Calculation Page WACC Calculation Comparable Companies WACC Target Capital Structure Debt-to-Total Capitalization 77.3% Equity-to-Total Capitalization 22.7% Company Cost of Debt Cost of Debt (1) 3.5% Tax Rate 32.7% After-tax Cost of Debt 2% Mean WACC 4.49% (1) Risk-free rate + Default Spread (2) Treasury.gov Company 1 Company 2 Company 3 Company 4 Company 5 Cost of Equity Median Risk-free Rate (2) 3.2% Market Risk Premium (3) 7.0% Deere & Company Relevered Beta Levered Beta 1.22 Size Premium 0% Cost of Equity 11.74% Relevered Beta