Jamie Extract Email & Phone Number

Woodland Hills, Ca, Us

Designed and implemented regular analysis on Mid-Market MAP/Non-MAP/AR sales, renewals, and churn/attrition.Manage Day1/End of First Term Account Management Operations introduction account assignment worldwide; trained teams in EMEA and APAC so they can assume role for their territories for 2024.Assist sales leadership in territory planning and implement changes in account assignment structure based on segment/region in alignment with corporate strategy.Validate forecasted price increase targets using Monte Carlo simulation.Assist Account Management Operations leadership with quarterly Net Recurring Revenue target setting and results reporting against targets; review exception requests from field.One of the main points of contact for ad hoc reporting for sales management.Research customer corporate data to validate Salesforce data including revenue, corporate structure, family tree.Responsibility for quarterly setting of historical pricing.Nominated by sales leadership for “Mountain Mover” award.

Westlake Village, California, Us

Chief Operating Officer: 11/2018-7/2021Chief Financial Officer: 2/2015-11/2018Managed financial, operational, legal/contractual, and human resources areas of company.Created all-new tools and processes to streamline information workflow from quote to contract to deployment to revenue and profitability recognition to commission reporting/payment and financial statement generation.Developed efficiencies that enabled significant staff reduction in the accounting department.Helped guide company through loss of $4M managed service provider contract while still remaining profitable.Primary interface with outside corporate counsel on numerous lawsuits and other legal and compliance issues.Primary interface with financial auditors for preparation of financial statements and legal support.Primary interface with insurance companies for corporate, workers comp, and other coverages and claims.Primary interface with bank, including negotiation and monthly support of $3M line of credit.Discovered and investigated $300K+ internal fraud and worked with FBI and LA County Sheriff on prosecution.Applied for and received two rounds of over $1.5M in PPP loans; completed forgiveness packages with supporting data and managed process to successful forgiveness.

Woodland Hills, Ca, Us

Developed models for and led multi-scenario Three-Year Plan including Monte Carlo and statistical decomposition validation.Created multi-scenario plan for acquiring portion of domestic competitor’s business including asset-only, single-city, multi-city offices, various decay rates, IRR/NPV.Created model used to evaluate various merger/acquisition opportunities with largest international supplier/competitor.Led annual budget and quarterly forecast, coordinating inputs from twelve international regions/lines of business.Created resource planning model for R&D department to evaluate and aggregate projects as part of annual budget.Completed financial section of monthly board package and full financial package delivered to senior management and board of directors.Department responsibilities include: weekly cash flow forecast, R&D project profitability, flash reporting.

Agoura Hills, Ca, Us

Note: Company liquidated through bankruptcy January 2013.Working with cross-functional team, led and completed quarterly forecasts and annual plan; developed departmental spending budgets and forecasts for Americas Publishing group.Analyzed monthly actuals and presented to senior leadership.Managed trade spend forecasting and tracking systems.Provided ad-hoc reporting to support the Sales, Marketing and Operations groups.Worked with Accounting to ensure accurate maintenance of reserves.

Chatsworth, Ca, Us

Created models for and drove Annual Budget, department budgets and monthly forecast updates and designed new expense reporting. Company previously had no departmental budgets or monthly reporting.Finance lead in evaluating, selecting, and implementing new Oracle ERP and Hyperion reporting systems.Created financial models for evaluating potential acquisitions and provided guidance to senior management.Working with Tax Manager and SVP Finance, evaluated countries/environments and recommended R&D, Operations, and IP transfer as part of international tax strategy.Developed bank plans for lending facility as well as valuation for pending private equity infusion and IPO.

Chicago, Illinois, Us

Project experience at: Harbor Freight Tools, AeroVironment, Countrywide Bank, The RAND Corporation.Responsibilities/Achievements include:Created an innovative retail payroll calculator that is still currently in use company-wide (340 retail stores) to forecast and track labor hours, payroll, sales per labor hour, and other metrics. P/L responsibilities for seven vice presidents’ functional areas while improving the AOP process, department budgets and monthly forecast updates and designed a new functionally based expense reporting mechanism. Drove the monthly process of evaluating and rationalizing new store locations as well as development of analysis for cannibalization impact and regional economic effects. Created detailed Monte Carlo and statistical decomposition models to bound and validate five-year strategic plan.Resourcefully created a robust and flexible “what ifs” analysis on rates to senior management, recommend change in methodology to better reflect true operating costs and updated rate models to incorporate this change. Championed an effort to correct a significant level of erroneous postings by the accounting group, created a monthly audit process while working with accounting to appropriately close accounts from the reporting system.Developed a new and innovative resource planning model enabling the company to more effectively plan and track headcount and hiring by bid category.Designed, built, and implemented Excel-based Earned Value Management system that incorporated inputs from Microsoft Project, line project managers, and Cost Accounting System that produced government-required reporting.Expanded the corporate scorecard reporting mechanism and user manual used by senior management.Created and deployed a more sophisticated forecasting tool using statistical decomposition resulting in more accurate revenue forecasting.

Simi Valley, Ca, Us

Working with Marketing and Senior Management, created financial plan and bank presentation used to form and fund European joint venture and presented to Board of Directors. Developed business plans for joint venture in Japan and for start-up manufacturing plant in Thailand, as well as entry of revolutionary product into new market. Created all new tools for compiling and analyzing Annual Plan, Budget, and Capital Plan, and managed quarterly forecasting processes. Participated in development of company’s long-range strategic vision, including competitive scenario-based planning. Acted as financial program manager on major component cost reduction program. Handled a majority of financial planning related to sale of major division, sale/leaseback of property, and refinancing of corporate debt, including complete detailed restatement of prior year’s Annual Plan used to compute company’s incentive program. Executed various analyses including pricing, capital and project IRR/DCF/NPV.Supervised Accounts Payable and Receivable, with full signature authority. Participated in three-week Six Sigma training course. Earned “Outstanding” or “Exceeds Expectations” on every meaningful measure on all personnel reviews.

Southfield, Michigan, Us

Evaluated potential acquisition targets, including strategic fit and financial return using discounted cash flow, IRR. Analyzed market penetration of products, by make/model, over time. Working with start-up team, created five-year business plan for new factory that entered company into new automotive market. Created multiple-scenario long range forecast (P&L, Balance Sheet, Cash Flow), developed contingency plan for potential downturn in business, and presented both to Board of Directors. Created business analysis/Confidential Information Memorandum for divestiture of line of business.

Managed all aspects of planning and forecasting, including creation and continual updating of financial model for start-up internet commerce company. Created daily report of sales, margin, traffic, promotion response and other critical data by working with programmers to mine data previously unavailable. Worked with MIS and fulfillment partner to ensure integrity of data, worked with analysts to develop process to integrate into financial reporting. Developed reporting mechanism to enable web-based retrieval of data from settlement partners, and created process to reconcile from customer order through fulfillment to settlement and funding. Completed requirements document used as criteria for ERP system and together with CFO developed and managed implementation. Worked extensively to provide specialized, ad-hoc analysis on wide range of issues, including: price positioning, promotion cost/benefit, competitive analysis, SKU choice and stock-level selection, partner/affiliate deal evaluation and performance analysis.Note: Company acquired by and absorbed into Wherehouse Music.

Us

Sales & Marketing representative on Steering Committee and Implementation Team on Demand Flow Technology project, a business and manufacturing design system. Forecasted demand and flexibility requirements used to design factory and product flow, audited and critiqued manufacturing process, managed implementation of Demand Based Management processes and tools, including integration of forecasting, order management, finished goods kanban levels, and product strategies used to directly drive production. Designed and implemented worldwide forecasting system and processes and controls that contributed to reduction in finished goods inventory from $21 million to $9 million. Organized and launched training programs for staff in product marketing, computer tools, and demand management. Stepped in immediately after hire to play a major role in generation and analysis of both Management Discussion and quantitative portions of Annual Plan and subsequent forecasts. Worked with Senior Management to develop Operating Expense sections of Annual Budget and Mid-Year Update. Responsible for maintenance and analysis of worldwide pricing, including recommendations to Senior Management. Led Sales Administration, Inventory Management, and Sales & Marketing part of Information Systems departments (including three managers and 15 staff members). Led project to install and configure Sales & Distribution/Sales Information Systems modules of SAP, led team from Sales & Marketing on upgrades, was project leader in implementing the Sales & Operations Planning module.

Charlotte, North Carolina, Us

Provided financial analysis of strategic business unit performances and forecasts. Site financial planning responsibility for over 2,000 employees and $400M in revenue. Implemented annual budget, from setting calendar and targets to working with site leaders and managers to achieve successful completion. Acted as liaison with corporate office on all matters relating to financial performance and forecasts. Utilized Total Quality Management methods to improve processes. Chosen to act in supervisor’s capacity as interim Site Finance Leader while supervisor off on special project including oversight of all financial and accounting activities. Training included Six Sigma Blackbelt course.

Ii, Fi

Sole responsibility for corporate forecasting, including maintenance and improvement. Formed and led Continuous Improvement Team including members from all functional areas to re-design the process and schedule of monthly corporate forecasts, resulting in vast process improvements. Created new tools that greatly improved company’s ability to accurately and efficiently forecast operations and financials. Researched available hardware and software tools, recommended purchase of additional system, “sold” system to senior management, and implemented it. Researched product feasibility and positioning and made recommendations to management as part of start-up team that led to new products being the leaders in digital storage markets, returning significant incremental annual sales and profit to the corporation. Created new tools used Corporate-wide for completion and consolidation of Semi-Annual Budget, coordinated and integrated Budget into Annual Strategic Plan. Monitored product and competitive positioning including price/cost/market/features/performance benchmarking. Analyzed Return on Investment for projected new products and sales promotions. Analyzed customer and product profitability, customer inventory, take-rates, sell-through, return rates, pricing. Responsible for developing and generating presentations given by top management at Board of Directors’, Shareholders’, and Corporate Quarterly Review meetings.

Mba, Business

Ba, Economics

Mba, Business