Adam Frey Email & Phone Number

Portland, OR, US

Portland, OR, US

• Lead the month-end close process for WebMD Health Services-Limeade o Perform 12 reconciliations o Load 30+ journal entries to the sub-ledger o Coordinate between accounting and finance teams to ensure final TM1 data.
• Lead monthly P&L forecast refreshes for WHS Limeade o Monthly revenue reforecast based on customer expansions/terminations o Adjust for and explain large one-time expenses affecDng YTD P&L
• Lead monthly financial business reviews for WHS Limeade and fold data into broader WHS reviews
• Prepare full year P&L forecast for WHS Limeade based on customer trends, confirmed deals, and upcoming expenses
• Track and manage all revenue and expenses for WHS Limeade and provide recommendations for business leadership

Seattle, Washington, US

• Own and update company’s FP&A Monthly Business Reviews and Monthly Revenue Reviews in Excel. Provide written commentary for each review and present to business partners
• Organize and present data for semi-annual Operating Plans
• Compare live data to company-wide Operating Plans and provide real-time forecast updates to business leadership throughout the year
• Track headcount and cost per head across the organization’s various teams. Provide analysis based on employee region, employee level, and expense type
• Work with teams in and out of the US to automate invoicing, collections, and AR reporting out of SalesForce and Intacct, saving 22 work hours per month
• Supervise a lean collections team that reduced 90+ days past due invoices from 18% of total aging to 3% from Jan ‘22 to Dec ’22 (~$3M)

• Launched film production company, Signal to Noise LLC
• Oversaw the production of Signal to Noise the feature film. After months of prep work, planned a two-week trip for the entire cast and crew where we visited various locations and worked round the clock to get the.
• Handle payroll, budgeting, management, contracts and releases for the cast, crew, and locations
• Built an entire system for budgeting and tracking finances in excel
• Regularly review AP and AR, adding 15-20 new entries to the general ledger every week (more during production)
• Successfully raised over $10,000 and became featured on Indiegogo’s Film and Arts Collection

Franklin, TN, US

• Oversee all accounts receivable duties
• Set up new customers and approve credit lines
• Apply millions of dollars’ worth of received payments on a daily basis using Oracle
• Coordinate the collections process
• Solve payment issues and work with customers on ensuring payments are coming through correctly and on time
• Designed systems using Alteryx and Excel to improve speed and accuracy of payment application

• Support Accounts Payable Supervisor with weekly check run and closing procedures
• Review AP aging on a regular basis to prevent invoices from aging beyond due dates
• Review and process employee expense reports, petty cash, and mileage reimbursement
• Oversee the creation of the new JB3D website as well as new websites for upcoming brand launches

Irvine, California, US

• Assisted account payable manager with weekly check runs, void checks, manual checks and month end closing through NetSuite financial payable system
• Handled the full cycle account payable processing and distribution for all each of Incipio’s freight vendors
• Worked directly with vendors to ensure quality relationships
• Handled all VAT tax related matters for 3 of Incipio’s most popular brands
• Monitored accounts payable aging to pay vendors timely and to meet cash management objectives

• Prepared invoices for payment by entering in the payables systems and obtaining proper approval and account coding
• Processed invoices, expense report, coded, PO, checked request for payment utilizing the Yardi financial payable system
• Regularly ranked highest for weekly invoice completion

Minneapolis, MN, US

Learned the ins and outs of retail at one of Target's 1800 stores.Managed an enormous team of over 150 employees.Focused on revitalizing the struggling electronics department in time for the Holiday Season.

Elected to represent the Argyros School of Business and Economics as a senator on the Chapman University Student Government Association.Worked on the Allocations and Internal Affairs committee to allocate nearly $500,000 worth of funds towards various events, programs, and activities for students.

Orange, CA, US

Scheduling, hiring, training, and managing 40 on-campus employees.Scheduled over 12,000 hours of employee shifts.Performed over 25 interviews.Led a department-wide training effort during the summer of 2016.Redesigned the Daily Count system for the Student Union using excel.

Orange, CA, US

Customer Service Representative for the Chapman University Fitness Center and Student Union.Earned employee of the month during my first month.Promoted to Guest Relations Coordinator.