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.

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.

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.

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.

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.

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