Jeffrey Gilmore Email & Phone Number

Doylestown, Pa, Us

Doylestown, Pa, Us

Port Charlotte, Fl, Us

New Britain, Pa, Us

I administer financial services and implementation of strategies to increase revenues and shareholder equity, financial reporting and analysis, budget preparation, financial forecasting, cash flow management, tax preparation and annual audits, compliance management, internal controls, and accounting functions. Conduct training sessions on financial systems.My successes include leading the development and execution of finance processes and systems, performance metrics, managerial reports, and accounting methodologies; and enhancing financial reporting through the implementation of business intelligence solutions.

Doylestown, Pa, Us

I instructed undergraduate students on the following courses: Financial Reporting and Analysis, Introduction to Speculative Markets, Mergers and Acquisitions, and Portfolio Management.

As the President and a Managing Member, I oversaw the business operations providing financial services for clients encompassing financial reporting and analysis, budget preparation and analysis, accounts payable and receivable, human resources, information technology, invoicing, and payroll; supervised up to 20 team members. Developed and executed business marketing strategies in building the revenue to over $1.2MM during the initial five years; managed the global training of new financial reporting systems. Cultivated and managed key relationships and partnerships.My achievements included increasing cash position and lowered debt by instituting a cash flow forecasting model (improved management decision-making regarding improvement measures); improving cash flow through the implementation of an e-invoice program (increased accounts receivable turnover and profitability and reduced invoice delivery expenses); minimizing risk through the development of internal controls; and reducing work-in-process (WIP) write-offs by implementing WIP analysis reporting.

New York, Ny, Us

In this role, I directed finance initiatives from design through execution; managed the development of a global financial reporting system; supervised 10 team members. Collaborated with strategic business partners in targeting and implementing improvements. Improved forecasting business performance and accuracy of metrics by initiating a management fee revenue reporting process; managed global training for the financial reporting package.During my time in this position, I attained $90MM savings by streamlining the finance operations (coordinated the automation of Oracle GL dividend/capital gain entries with third-party transfer agencies for the company’s 240 mutual fund investments); increased profit margins by selling $40MM in seed capital investments and cutting inter-company interest charges on assets by $4MM; and decreased the report generation time 70% by redesigning the Profit/Loss and Asset Management processes (provided access to historical information).

New Britain, Pa, Us

Bachelor Of Science, Accounting

Master Of Business Administration, Information Systems

Education record

Education record