Jake Linville Email and Phone Number
CPA specializing in providing expert guidance tailored to the needs of businesses and individuals. With extensive experience in controllership, public accounting, income tax, cost accounting, and software implementations, I am uniquely positioned to assist any size business in achieving financial goals.I am passionate about implementing and integrating cost-effective software solutions that significantly impact financial operations while adding effective controls that mitigate risk and reduce costs. I bring a valuable blend of knowledge and experience, making me an ideal partner for businesses seeking to enhance their financial health, operations and success.I am a highly technologically savvy, experienced accounting and finance professional with over 15 years in varying industries, with over 10 years in leadership. I have worked as an auditor & tax preparer in public accounting, as well as a corporate controller, controller, assistant controller and regional controller. I actively seek opportunities to help organizations become more efficient & effective as well as save on costs via process improvement. At Canadian Tire, I successfully designed, developed and implemented Sage Intacct accounting software and Qstock’s inventory management system, reducing the number of hours worked by 12,500 per year & saved nearly $750,000/year in payroll costs. At Investco, I streamlined my accounting team’s responsibilities, going from a 5 week close for 55 businesses in December 2018, when I started, to a 2 week close in August 2020. In my first 12 months, we closed 15 months worth of books - we were 3 months behind schedule. I love finding efficiencies and getting things done right and on time. Teamwork and communication are vital parts of a high performance organization.I have evaluated numerous financial accounting systems, improved processes and controls as well as coordinated efforts in conversion projects such as converting trial balances into workable formats for uploading into SAP at Animal Health International, in Greeley, Colorado. I streamlined financial reporting into Adaptive Insights for over 200 sites at Sound Physicians’ corporate office in Tacoma, Washington.INDUSTRY EXPERIENCE: Corporate Accounting, Auditing, Real Estate Management & Development, HVAC, Higher Education, Farming, Vineyards & Wineries, Equipment Leasing, Financing, Retail, Footwear, Apparel, Automotive, Construction, Manufacturing, Wholesale, Distribution, Sporting Goods, High Wealth Individuals, Health Care, Health Insurance, Government, Nonprofit & Software as a Service
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PresidentStreamlined Cpa Aug 2022 - PresentBillings, Montana, UsNavigating accounting & income taxes by yourself is confusing, stressful and time-consuming. We handle this for you so you can focus on what matters most.
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Technology & Finance ContributorNowmedia Television & Nowmedia Radio Oct 2023 - Feb 2024 -
Director Of Corporate AccountingLocal Bounti Dec 2021 - Aug 2022Hamilton, Mt, Us -
Corporate ControllerLocal Bounti Nov 2020 - Dec 2021Hamilton, Mt, UsUS: NYSE - LOCL• Successfully led the company through a 3 year PCAOB financial audit for a SPAC acquisition, supervising multiple consulting teams (15-20 people) across multiple time zones, a key accomplishment in order to qualify to take the company public on the NYSE • Alongside the CFO, assisted with raising $400,000,000 in equity financing and $200,000,000 in debt for future expansion, which is connected to taking the company public with a $1.1 billion company valuation, listed on the New York Stock Exchange under the symbol “LOCL”• Implemented NetSuite and integrated more than 7 different SAAS platforms (Blackline, Concur Travel & Expense, Tipalti, Procurify, Artemis Ag, Microsoft PowerBI and Dell Boomi) in order to facilitate scaling as the company grows• During first 6 months of tenure, in addition to the Accounting & Purchasing departments, was also sole employee responsible for Human Resources and Information Technology• Owned the company’s relationship with commercial bank(s) of choice and takes over Treasury functions including but not limited to vendor payment, receivables management, check and wire processing and foreign exchange currency purchases / hedging
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Head Of PurchasingLocal Bounti Nov 2020 - Nov 2021Hamilton, Mt, Us
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Chief Information OfficerLocal Bounti Nov 2020 - Apr 2021Hamilton, Mt, Us
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Human Resources DirectorLocal Bounti Nov 2020 - Apr 2021Hamilton, Mt, Us
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ControllerInvestco L.L.C. Dec 2018 - Nov 2020Sumner, Wa, UsResponsible for overseeing monthly financial reporting and review of monthly financial statements for a growing portfolio of assets located in Eastern Washington, including; wineries, farms, vineyards, commercial, residential and industrial real estate, an airport, a HVAC company and an equipment leasing company, consisting of 55+ legal entities that hold over $265,000,000 in assetsStreamlined my accounting team’s responsibilities, going from a 5 week close in December 2018, to a 2 week close in August 2020. In my first 12 months, we closed 15 months’ worth of books.Successfully eliminated the use of manual expense reports by implementing certify.comNarrowed the use of multiple credit card vendors down to oneSuccessfully implemented the use of work-flow software to facilitate communication amongst employees and managersSuccessfully managed $1,105,000 in Paycheck Protection Program (PPP) funds during the COVID-19 pandemic. Accountable for the review and distribution of financial reporting packages, cash forecasting/management & capital planning, capital calls, distributions & allocations to investorsProvided leadership, management and training to an accounting staff consisting of 2 senior accountants, 2 staff accountants and an accounts payable clerkImplemented and maintained processes to promote a strong internal control environmentCoordinated preparation of operating company and asset level tax returnsResponsible for ensuring accounting and tax positions are appropriately documented, and supervision/coordination of IRS, DOR and financial statement auditsInterfaced with Development Managers to create financial modeling and analyses related to owned properties8 Vineyards & 5 Wineries5 FarmsHotel & Hotel OperationsAirportCommercial, Industrial & Residential Real EstateReal Estate DevelopmentEquipment Leasing CompanyReal Estate Financing CompanyPayroll Service CompanyHVAC CompanyPartnerships, LLCs & Holding Companies -
Business ConsultantCanadian Tire Corporation Dec 2018 - Feb 2019Toronto, Ontario, CaCanada: TSE - CTCConsulting related to highly technical aspects of the business related to finance, accounting and information systems. -
ControllerCanadian Tire Corporation Mar 2017 - Dec 2018Toronto, Ontario, CaCanada: TSE - CTCConsistently & accurately performed month end close in 2 business days for a subsidiary of publicly traded Canadian Tire Corporation with $10 Million in annual revenuesSuccessfully proposed, designed, developed and implemented Sage Intacct accounting software and Qstock Inventory Management System while transitioning from 1987 legacy system used for 30 years. Implementing these systems enabled the company to be more efficient with its time by reducing the number of hours worked by 12,500 per year and saved nearly $750,000 per year in payroll expensesSuccessfully registered, implemented & streamlined sales tax collections & reporting in/for 45 US states, Puerto Rico & DC in a matter of 6 monthsManaged a team of 4Prepared, developed, improved and issued timely monthly, quarterly and annual financial statements with comparisons to budget for Senior Leadership teamImplemented disciplines of internal audits, controls and checks across all departments to ensure transaction accuracyActed as Fiduciary/Plan Administrator/Trustee/Main Contact of 401K planManaged the overall direction, coordination, and evaluation of Accounting DepartmentManaged the accuracy and productivity of day-to-day activities of accounts payable, cash disbursements, invoicing/billing, customer credits and collections, payroll, perpetual inventory integrity, fixed asset records, general and entity accounting, cost accounting, human resources and operationsMaintained sensitive payroll recordsManaged banking relationshipsProvided financial analysis tools to evaluate company ventures or special projects, programs, capital expenditures and products costingDevelopment and economic evaluation of various fringe benefit programs for staff and program componentsInterfaced with outside audit firm(s), banks and lessors, casualty/liability insurance agent(s), credit card companies, and collection agenciesPrepared budget information for corporate head office
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Assistant ControllerSound Physicians Nov 2015 - Aug 2016Tacoma, Wa, UsUS: NYSE - FMSConsistently & accurately performed month end close in 8-9 business days for a nationwide publicly owned company comprised of $1.3 Billion in sales and over 2,000 employees all within 147 legal entities and over 200 sites.Assisted with managing the accounting department alongside the ControllerManaged a general ledger manager and senior accounting teamManaged the monthly close processFinancial reporting; both internal and externalManaged the stand-alone Sound Physicians annual financial statement audit -
Regional ControllerAnimal Health International, Inc. Oct 2012 - Jul 2015US: NASDAQ - PDCOConsistently & accurately performed month end close in less than 5 business days for 2 divisions comprised of $130MM+ in sales & over 150 employeesImplemented a cost savings program that provided $1,344,960 in savings and increased profitability by 61.04% and 71.91% over two fiscal yearsAssisted with implementation of Concur expense reporting and training of both regionsPrepared & timely filed monthly Borrowing Base financial reporting package for AHI's line of credit; assisted with related audits & respond to bank inquiries during the monthSAAS revenue recognitionManufacturing & LeasingPrepared & reviewed journal entriesPost merger integrationManaged intercompany reconciliations & relations with multiple geographic locations & regions of the company across the Western half of the USA and CanadaVendor rebate management & interpretation of contracts & collectionsEnsured the timely reporting of all monthly financial reporting for both regions & presented findings and recommendations to top managementDevelopment of forecasts & budgetsCollected & analyzed information & presented meaningful operations reviewsSupervised & instructed Assistant Controller & support staff regarding handling of non-routine itemsPerform/oversee physical inventory countsResponded to inquiries from Corporate Controller, CFO & other executives regarding financial results on a timely basisAdministered BPC budgeting/reporting software for entire companyPerformance evaluationsWorked with Regional Controllers, Corporate Controller & CFO to ensure a successful year-end auditEmphasized control aspects of inventory, accounts receivable, & other operations areas by expanding the concept of reporting to encompass interpretation of information & suggestion of improvementsProvided information to satisfy external financial reporting requirements of local, state, &federal authoritiesPrepared detail schedules for annual financial audit -
Senior Audit AssociateMhp, Llp Oct 2010 - Apr 2012Cheyenne, Wyoming, UsPerformed audits, reviews, consulting and prepared taxes of medium to small businesses, individuals, governments and not for profits. -
Audit AssociateMhp, Llp Jul 2009 - Sep 2010Cheyenne, Wyoming, UsPerformed audits, reviews, consulting and prepared taxes of medium to small businesses, individuals, governments and not for profits. Worked 12 hours a day while studying for and passing the Uniform Certified Public Accountant Examination and raising a small family.
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Audit AssociateKpmg Us May 2008 - Apr 2009New York, Ny, UsPerformed Audits of public and privately held companies 5 days a week, 12 hours or more a day while studying for the Uniform Certified Public Accounting Examination and raising a small family. -
Accounting Office AssistantUniversity Of Montana School Of Forestry May 2006 - Jun 2008Assisted the School of Forestry's Accounting Department 5 days a week, 6 hours or more a day while attending the University of Montana - Missoula, double majoring in Accounting and Spanish and obtaining my Master of Business Administration Degree. I also worked part time as a Professor's Assistant for the School of Business Administration during this same time period. -
Audit InternKpmg Us Jun 2007 - Sep 2007New York, Ny, UsPerformed Audits of public and privately held companies 5 days a week, 12 hours or more a day while attending the University of Montana - Missoula to obtain my Master of Business Administration Degree.
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Tax InternGalusha, Higgins, & Galusha, P.C. Jan 2006 - Apr 2006Helena, Mt, UsPrepared tax returns for both businesses and individuals as a seasonal intern, 6 days a week, 8 hours or more a day while attending the University of Montana - Missoula, double majoring in Accounting and Spanish. -
SalesmanKarl Tyler Chevrolet 2001 - 2003New and used car sales. I worked over 40 hours per week while attending The University of Montana full time, studying Accounting and the Spanish language.
Jake Linville Education Details
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The University Of Montana - College Of BusinessAccounting -
The University Of Montana - College Of BusinessBusiness Administration
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The University Of Montana, College Of Humanities And SciencesSpanish Language And Literature
Frequently Asked Questions about Jake Linville
What company does Jake Linville work for?
Jake Linville works for Streamlined Cpa
What is Jake Linville's role at the current company?
Jake Linville's current role is RamseyTrusted CPA | Finance Leader | Efficiency Seeker.
What schools did Jake Linville attend?
Jake Linville attended The University Of Montana - College Of Business, The University Of Montana - College Of Business, The University Of Montana, College Of Humanities And Sciences.
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