Clark Jones Email & Phone Number

Minneapolis, Minnesota, United States

Providing contract services on behalf of Baker Tilly to healthcare companies. Financial analysis, project leadership, and software module support. Current project is help drive a reduction in the Accounts Receivable balance by $5M and implement a new dunning module integrated to NetSuite.

Greater Minneapolis-St. Paul Area

Part of team assigned to plan for sale of company to a private equity firm including preparing financials, revenue modeling, and financial operational assessments. After sale, instrumental in development of accounting organization and helping to transition from Wolters Kluwer to Clear Lake Capital partners.• Provided input and data analysis for the valuation of the business and due diligence.• Realigned current team members to ensure all tasks were being completed as we hired accounting professionals.• Worked to configure and implement the new accounting tools (NetSuite and Avalara).• Led the Revenue team and provided support to the first audit of the company, including partial year financials, early adoption of ASC606 (including transition from IFRS to GAAP)• Managed the Quote to Cash process from Order Entry to Collections.

Greater Minneapolis-St. Paul Area

Led a team of professionals that manages all revenue activities (Quote to Cash). Started with order entry, leading to accounts receivable, cash receipts, collections, through the financial planning / reporting and analysis of revenue. • Developed revenue forecasts for annual, quarterly and strategic business plans.• Produced weekly and monthly reports providing revenue forecasts and reporting analysis.• Led the IFRS 15 Revenue Recognition analysis and development of revenue recognition policy for ProVation Medical.• Prepared analysis and recommendations for pricing the company’s new SaaS software.• Finance lead for the development and implementation of the sales management tool into processes and financial tools (Great Plains). Managed departmental change while representing the interests of the organization.• Led the consolidation of product lines in two Great Plains databases into one.• Developed the quarterly and annual plans for the business, currently focusing on revenue side but managed the total package (revenue and expense) for a full yearly planning cycle.

Providing insurance products for both Personal and Commercial applications to protect your financial assets. Personal lines include; home, auto, boat, motorcycle, vacation property, and umbrella. Commercial lines include; commercial auto and property.

Led team that provided implementation expertise for projects affecting Ameriprise field force.• Reorganized department, improving alignment with project management processes, focusing execution, as well as providing increased support and superior implementation of projects.• Developed training function that increased project manager readiness for implementing smaller projects, allowing resources to be reallocated to higher-impact projects with reduced organizational cost.• Ensured greater installation success by providing field impact analysis of projects and reducing number of projects being implemented at a given time.• Engaged leaders across organization and drove new field-focused planning process, enhancing implementation success.• Executed input processes, elevating understanding of project impacts to field staff.

Led team, providing business metrics, project support services, and operational processes.• Developed, implemented, and managed process, database, and reporting tools that evaluated effectiveness of client 401(k) plans and became model for industry-leading metrics and plan evaluations.• Provided organization with effective project management skills and tools, resulting in more efficient project delivery and increased speed to market.• Ensured effective execution of consent decree requirements in cost-effective manner by creating, implementing and overseeing processes.

Managed all financial tasks and led group of print production employees.• Led development of department staff and materials budgets in excess of $20 million annually, increasing number of participant touches, while reducing overall cost by over 10%.• Formulated tracking mechanisms that identified materials costs and increased effectiveness in client account bidding and materials management.• Designed tools that increased staff effectiveness in planning for materials delivery and coordinated with business partners, ensuring accurate, timely delivery of materials.

Provided finance support to Retirement Services organization.• Developed new annual planning process that decreased planning time by one month, and greatly simplified process for business leaders.• Created revenue modeling process and tool that provided accurate and timely forecast and analysis.• Prepared Trust Company financial audit and monthly call reports, ensuring timely compliance with state and federal regulations.

Mba, Finance

Business

Ba, Philosophy And Religion