Jake Bolland Email & Phone Number

West Linn, Or, Us

Tualatin, Oregon, United States

White Salmon, Washington, United States

• Manage a $XXXM portfolio of assets, including real estate, investments, security notes, and brokerage accounts, to establish a first-generation family office.• Establish treasury management systems to allow for better cash flow and performance visibility.• Manage liquidation of founder stock recently acquired through initial public offering to re-invest in other assets.• Evaluate property management services, create a cash flow model, and develop a stock evaluation model to optimize after tax gain.

Bingen, Washington, United States

• Directed an eight-member team to support accounting, finance, and risk management functions for SDS Lumber, Timber, and five other affiliated organizations with $XXM+ in annual revenue.• Oversaw monthly financial statement preparation, treasury management, cash conversion cycles, capital expenditure project management, cash flow projections, budgeting, and forecasting.• Produced monthly and annual financial statements and quarterly/ annual shareholder reports.• Streamlined financial reporting processes and automated timesheet reporting.• Negotiated note payable and managed millions in debt and other financing structures.• Managed and involved in sale and liquidation of SDS and related entities for $XXXM, including due diligence, earnings reporting, management presentations, and facilitation of transactions.• Implemented monthly leadership courses to grow 25 managers’ and supervisors’ soft skills.

Mount Hood, Oregon, United States

• Evaluated financial and operational data to develop strategic plan and long-term goals for organization with real estate holdings, increasing annual revenue from $XM to $XM during tenure. • Reengineered executive team, setting up accountability structure and improving employee NPS.• Worked with CEO and Board of Directors to implement a dynamic pricing model, additional revenue streams, communication plans, and guest issue resolution process, increasing revenue by $XM.• Involved in administration, finance, contract review, and return on investment analysis of $XM projects (including Capex) for construction of new banquet room, new parking lot, and equipment.• Obtained annual Board approval for budgets, ranging from $XM to $XXM.• Achieved 2015 Oregon Governor’s Safety Award.

Mount Hood, Oregon, United States

Mount Hood, Oregon, United States

• Managed a team of 15. • Reengineered accounting, finance, audit, cash control, payroll, and internal controls.• Managed audit and remedied a material weakness and two significant deficiencies within six months.• Established a clean inventory count process to provide accurate physical inventory of $X.5M.• Enhanced company’s budgeting and cash forecasting systems, increasing efficiency.• Managed corporate financing, including debt, capital contributions, redemptions, and distributions.• Oversaw a relatively complex tax return and performed tax planning for LLC and its members.

Portland, Oregon, United States

• Served as primary senior on multiple engagements, including public filers ($2.5B SEC Registrant) in compliance with Sarbanes-Oxley Act Section 404 for large public registrant.• Recruited and trained staff/senior accountants and oversaw up to 20+ team members.• Prepared financial statements, footnote disclosures, and regulatory 10-K and 10-Q filings.• Performed audit of over $1B in debt, including debt restructuring and capitalizing issuance costs.• Assisted clients to comply with SAB 104, SOP 97-2, and EITF 00-21. • Clients included Movie Gallery Inc, WebTrends, Inc, Evraz Oregon Steel Mills, Nippon Suison Inc, NMHG Holding, Credence Systems, and Triumph Composite Systems.