James Lackner Email & Phone Number

Phoenix, Arizona, United States

Responsible for the budgeting, forecasting and corporate financial reporting for the organization. Building in for-profit type processes, procedures, schedules, and financial categories to a non-profit. Act as the FP&A contributor for the organization. Coordinate with Accounting and all functional and support groups for budgets, forecasting and monthly variance reporting. Identify and improve processes and procedures, and needed reporting and financial support to the leaders.Produce monthly variance, labor, and performance reports. Provide reporting to outside organizations including government agencies, NGO’s and others that provide grants, funding and donation support to the company.Maintenance and updates of SQL server based reporting that resides within the GP system.Implementing a budgeting, forecasting and financial reporting system to Great Plains/MS Dynamics.

Remote

-Assigned to the Engineering & Program Management organization. Led the monthly financial close and reporting process for these organizations, with analysis of the data driving the results.-Recommended and implemented changes in focus areas, for financial improvement. -Produced periodic labor reporting of utilization, direct and indirect charging activities, and headcounts. -Worked with the engineers to develop the 5 year plan supporting the business units.-Implemented a reorganization of the EPM organization within Planful and the Corporate organizational structure.

Phoenix, Arizona Area

Oversaw all finance activities for the Phoenix location, and the consolidated reporting for the global Qinex product line. Implemented finance processes that grew EBIT 40% over the past five years as revenue grew by 15%. Proactively identified problems, reported and recommended solutions before impacting the business.EBIT profitability. Identified, tracked, recommended, and corrected expense issues and trends within the business. Set up appropriate reserves, accruals, and amortizations, to better control the expenses of the business. Led annual Standard Cost revision activities.Inventory Controls. Led efforts with operations to reduce inventory, actively led and advised on E&O issues, supported COPQ financial activities, worked with Ops to decrease inventory driven variances. Local Controls and Transactions. Worked closely with operations employees on proper system transactions, provided them with reporting and explanations as to how their efforts impacted the business. Audited operations transactions, processes and procedures for potential hits to expense and variances.Fill and specialized business reporting. Maintained the weekly Sales Fill Report, and tracked monthly, quarterly and yearly Sales activities to support identifying customer and product trends and the Sales Incentive program payouts.Led annual physical inventory for finance, ensuring counts were compliant, 100% counted, and accurate.Utilized Oracle, and Hyperion / Essbase to provide income statement, expense, inventory level, department expense, and other management reporting. Built the monthly financial reporting package for the global Qinex business and consolidated inputs from Sales, Operations, and other organizations for the monthly review meeting.

Scottsdale, Az

-Updating, improving, and organizing the forecasting process and financial record keeping to support rapid revenue and EBITDA growth.-Mentoring existing Financial Analysts in forecasting, reporting, budgeting and self-audit processes. -Assisted in building the quarterly “board book.” -Built a three year financial history tying out reported audited numbers, system data, and internal reporting.-Modeling the financial impacts of the addition of three new product lines.

Phoenix, Az

Assisted the External Reporting department with the year-end close and 10-K reporting and documentation. Validated the numbers for and reported on various balance sheet categories, including restricted cash, long-term leases, facility counts, legal reserves, executive stock vestings, commodity hedging and joint venture performance. Updated and developed Essbase queries and Sharepoint reporting. Made year-end reserve adjustment journals in Lawson / Infor.

Phoenix, Arizona Area

Oversaw corporate reporting, forecasting and annual budgeting of Business Aviation division. Created specialized reporting for compensation and benefits, site and functional departmental expenses, product costs and variances, capital, M&A activities, and division performance

Phoenix, Arizona Area

Budgeted and forecasted margin and profit of assigned factory, including salary and wages, departmental expenses, standard cost and variances, and product cost reporting and modeling.

Phoenix, Arizona Area

Budgeted and forecasted for maintenance finance; performed trend analysis, contract analysis and negotiation, monthly close accounting, quarterly and annual reporting explanations and analysis

San Francisco Bay Area

Senior Staff Analyst, Engineering and Technical SupportSenior Staff Analyst, Business Services, Engine MaintenanceWarranty Administrator, Maintenance Purchasing

Bs, Business Administration - Finance

Activities and Societies: Wolf Pack Marching Band

Aa, Transportation Management

Activities and Societies: San Mateo County Transit District Citizens Advisory Committee