Jared Shaffer Email & Phone Number

California, United States

Assisting with the care of an ailing parent. I am ready to return to my professional career with renewed focus and commitment.

Oakland, California, US

• Co-led company operations with the CEO. Directed Accounting and Finance, ensuring banking relations, covenant adherence, and cash management. Guided budgeting and long-term valuation forecasts, oversaw A/R and.
• Strategic Debt Restructuring: Orchestrated a strategic debt restructuring initiative following an ESOP buyout, securing four refinancing proposals through extensive banking relationships.
• Financial Efficiency: Executed a savvy negotiation to pay off a high-interest subordinated note, saving the company $200,000 in interest expenses over five years and enhancing financial health.
• Employee Ownership Success: Ensured the financial stability and longevity of the 100% employee-owned entity, bolstering the success of the employee ownership model.
• Healthcare Cost Savings: Mitigated rising healthcare costs by implementing an HRA, saving $150,000 in the first year and cutting healthcare expenses by 20% of net income.
• Unprofitable Division Closure: Demonstrated decisive leadership by closing an unprofitable division, saving the company over $800,000 annually and mitigating financial losses due to COVID-related challenges.

Oakland, California, US

• Spearheaded the company's transition to 100% ESOP ownership, securing bank financing for shareholder buyout. Co-led a turnaround initiative for a struggling division. Managed trade and credit risk for $280M in.
• Strategic Transition to Employee Ownership: Led a year-long buy-out process, transitioning Paramount Export Company to 100% employee ownership, preserving its unique culture and 80-year legacy while preventing a sale.
• Tax Savings and ESOP Education: Negotiated a strategic transaction that eliminated federal income taxes, delivering $350,000 in annual savings, and became the principal ESOP educator, fostering a well-informed employee.

Hamilton, HM, BM

• Aided in SEC merger reports for Triton and TAL. Supported debt formation, compliance, and investor relations. Liaised with lenders, agencies, and auditors. Key in drafting documents for a $555M credit facility, adding.
• Credit Line Expansion: Single-handedly expanded Triton Container International's revolving credit line by $50 million through strategic negotiation and relationship building with a new banking partner, enhancing.
• Record Commitment and Market Position: Achieved a record commitment in Triton's financial management, bolstering buying power and reinforcing the company's market share position, signaling strong financial acumen and.
• Merger Success and Financial Analysis: Played a pivotal role in the complex SEC reporting process for the landmark merger with TAL, contributing to Triton's emergence as the world's largest container leasing company..

Hamilton, HM, BM

• Managed a global portfolio of container leasing and wholesale customers in order to monitor and evaluate credit risk.
• Met with international customers and assisted account managers to expand business.
• Presented credit recommendations to management for further discussion and approval.

Hamilton, HM, BM

Oakland, California, US

• Analyzed and validated risk exposures in energy trading transactions.
• Detailed credit risk analysis of trading counterparties.

Genève, Genève, CH

• LITASCO SA is located in Geneva, Switzerland, and is the oil trading company of LUKOIL and also operates refineries and retail gas stations in Europe. Annual sales >$80 billion.
• Successfully navigated LITASCO SA through the 2008 financial crisis by securing $2 billion in working capital through the discounting of receivables, demonstrating adept bank relationship management and trade finance.
• Managed credit risk and preserved company liquidity during the peak of oil price volatility, ensuring continuous operations by handling an extensive volume of discounted receivables.

Genève, Genève, CH

• Discounted a total of USD 2 billion in receivables (at one point an outstanding of USD 900 million) with various banks which was critical to maintain the level of working capital necessary to sustain trading operations.
• Served as the subject matter expert for credit inquiries from the legal department, contract desk, traders, and LITASCO global subsidiaries.
• Instrumental in the hiring process for multiple top-performing treasury employees.

Genève, Genève, CH

• Conducted extensive financial analysis for credit lines and spot credit approvals (most experienced credit risk analyst in the LITASCO group).
• Assisted in writing the Credit Risk Policies and Procedures for the LITASCO Group.
• Participated in numerous presentations and discussions with trading counterparties – resulted in over USD 800 million in new open credit granted to the LITASCO Group and a reduction of USD 2 million in LITASCO’s letter.

San Jose, CA, US

• Underwrote loan documents for technology-based accounts receivable financing and asset-based lines of credit.
• Participated in the negotiation of loan terms with new and current clients.
• Handled regulatory compliance initiatives associated with the entire loan portfolio.

San Jose, CA, US

• Prepared month-end financial statements for the Bank's Controller and CFO.
• Aided Portfolio Managers to credit qualify debtors and underwrite client information in credit authorization documents.

New York, NY, US

• Compiled and analyzed financial information to prepare financial reports in compliance with United States GAAP.
• Assisted public clients in the preparation of filings with the Securities and Exchange Commission (SEC), including Form 10-K and Form 10-Q.
• Consulted with clients on various matters such as reviewing, documenting, and recommending revisions to the clients’ control environment and accounting system to better meet business needs.

Master Of Business Administration (M.B.A.), Finance

Economics, Business And Finance

Education record

Master Of Business Administration - Mba, Accounting And Finance