Jacob Brownfield, Cpa Email and Phone Number
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Over 10 years’ experience as an Operations & Finance Executive, leading diverse management teams through challenging transformations, strategic solutions to rapid change, the ideation of new products, and the implementation of process improvements that achieve record growth, revenue, and operational excellence. Experienced in building relationships, scaling business, developing policy, promoting company culture, and creating financial models and technology to assist with director level capital deployment decisions. Strategic consultative leader with successful track record of overcoming financial challenges, analyzing market trends, negotiating acquisitions and contracts, mitigating risk, developing reporting programs, overseeing operations, and providing valuable forecasting analysis.• Accounting Operations• Asset Management• Board Member• Business Analysis & Strategy• Business Consulting & Mentorship• Business Intelligence• Business Process Improvement• Capital Deployment, Investments, & Funding• Change Management• Contract Review & Negotiation• COO-Chief Operating Officer• Cost Benefit Analysis & Optimization• CPA- Certified Public Accountant• Cross-Functional Team Management • Data Analysis & Reporting• Due Dilligence• Financial Audits • Financial Operations• Financial Planning & Analysis• Financial Principles, Practices & Procedures• Forecasting, Modeling, & Budgeting• GAAP Accounting• HR Generalist• KPI Implementation• Internal Control Processes & Systems • Key Stakeholders• Management Consulting• Marketing Analytics• Mergers & Acquisitions (M&A)• New Business Models• Operating Metrics• Operations Management• Operational Excellence• Policy Implementation• Product Analysis & Launches• Professional Services• Profitability & Cost Analysis• Program & Project Management• Relationship Building• Revenue Growth & Recognition• Risk Management• Strategic Leadership & Vision• Strategic Negotiations• Strategic Partnerships • Strategic Planning • System Implementations • Technical Leadership• Training & Development
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Co-FounderChelan Valley Cpas Jul 2024 - PresentChelan Valley CPAs is licensed in Washington State and specializes in Accounting. We are professional, experienced, and affordable. We offer a broad range of services for business owners, executives, and independent professionals.
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Vp Of Finance & Shared ServicesMaster Builders Association Of King And Snohomish Counties May 2023 - Nov 2024Bellevue, Wa, Us -
Chief Operations OfficerThe Pacific Financial Group, Inc. 2019 - Apr 2023Bellevue, Washington, UsSuccessfully executed structural changes within the Operations department which led to the growth of Assets Under Management ("AUM") from 2.8B to $3.9B.• Partnered with Sales to revamp the client experience, internal controls, and standard operating procedures for 12- critical account opening and servicing processes which resulted in an improved client experience and reduced average expenses related to trade errors from $40K to $10K, annually• During the COVID pandemic, successfully transitioned 20+ employees from full-time in-office to remote work arrangements within 2 weeks during a time when there was a 41% increase in service requests and 13k client accounts that needed to be traded• Exercised fiscal discipline by reconciling every purchase order and invoice to a $3.5M annual budget• Successfully negotiated 2 leases with savings of $3M total, and annualized savings of $195K and $300K • Created 2 new service teams with separated tasks to improve competencies and remove redundancies which reduced employee trnover from 75% to 15% and increased team productivity by 36%• Oversaw all Operational aspects of a major re-branding exercise that transformed TPFG from a "Money Manager" to a " Multi-Strategist (TAMP)" which included the launch of 7 mutual funds and a new partnering with Blackrock, American Funds, and Fidelity • Led a Business Intelligence ("BI") team that consolidated the flow of data into a data warehouse, improved reporting capabilities and deliverables by 6X over 3 years, and facilitated the presentation of financial data to prospective buyers that resulted in an offer of $170M+ (or 10X EBITDA) -
Vp, Business OperationsOppenheimerfunds 2017 - 2019Atlanta, Ga, UsLed 2 system implementation projects that scaled portfolio management and client service processes resulting in the growth of AUM from $2.8B to $10B in four years.• Architected and implemented a new solution hat accelerated the account opening process by 30% after expanding the integration between the portfolio accounting and CRM systems• Successfully integrated asset flow related data into OFI's commissions system which led to an expansion of the Sales Team from 2 to 300 people -
Chief Financial OfficerSnw Asset Management (Aquired By Oppemheimerfunds) 2013 - 2017Was instrumental in successfully completing the sale of SNW to OppenheimerFund ("OFI") which yielded a 30% internal rate of return for shareholders and grew the firm AUM from $1.7B to $2.8B over 4 years.• Performed as a CCO when providing analysis of data that OFI was requiring to validate data points and ensure compliance on trades across 2K client accounts• Created commission and stock option incentive plans, budget templates, cash flow models, KPI reports, and financial models that informed decision-making on acquisitions, new products, and compensation plans• Performed a buy vs build analysis on an Environmental, Social, and Governance ("ESG") ratings system that led to building an in-house reporting system which provided clients with an analysis of their investment holdings that was superior to other firms and drove 80% of new lient relationships• Implemented a balanced scorecard performance management tool across the firm which allowed the company to measure results, execute on priorities, and grow revenue from $3M to $5.5M• Oversaw a system conversion to a new automating billing solution that increased the speed of completion from 20 days to 10 for 1,800 client accounts • Designed and implemented commission and stock option incentive plans (after presenting 3 different potential plans and projected 5-year income statements to the Board) which ultimately helped the firm achieve a 16% CAGR over 4 years
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Avp, Assistant ControllerSeattle-Northwest Securities Corporation (Acquired By Piper Jaffray) 2010 - 2013Secured investor funding that enabled sale of the parent company and the creation of a new entity, while building a revenue forecasting tool for projections, and designing & implementing streamlined accounting procedures.• Prepared and presented financial projections as part of a Private Placement Memorandum which resulted in securing $4.5 in investor funding, and created a new spinoff division (SNW Asset Management)• Partnered with IT in designing a forecasting tool for the largest business unit ($10M annualized revenue) which provided more accurate financial projections and treasury recommendations• Streamlined accounting procedures that reduced the month-end-close from 10 days to 7• Staffed the investment committee and led an RFP process, which resulted in hiring new vendors that better supported the Company's 401(k) and Employee Stock Option Plan
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Senior AssociateKpmg 2008 - 2010New York, Ny, UsPlanned, performed and supervised internal control audits in accordance with US GAAP & PCAOB standards.
Jacob Brownfield, Cpa Skills
Jacob Brownfield, Cpa Education Details
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University Of WashingtonAuditing And Assurance -
University Of WashingtonAccounting
Frequently Asked Questions about Jacob Brownfield, Cpa
What company does Jacob Brownfield, Cpa work for?
Jacob Brownfield, Cpa works for Chelan Valley Cpas
What is Jacob Brownfield, Cpa's role at the current company?
Jacob Brownfield, Cpa's current role is VP of Finance, Operations & Strategy.
What is Jacob Brownfield, Cpa's email address?
Jacob Brownfield, Cpa's email address is jp****@****ail.com
What is Jacob Brownfield, Cpa's direct phone number?
Jacob Brownfield, Cpa's direct phone number is (800) 525*****
What schools did Jacob Brownfield, Cpa attend?
Jacob Brownfield, Cpa attended University Of Washington, University Of Washington.
What skills is Jacob Brownfield, Cpa known for?
Jacob Brownfield, Cpa has skills like Gaap, Internal Controls, Us Gaap, Financial Analysis, Finance, Asset Management.
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