Jarrett Lambert Email & Phone Number

Mckinney, Texas, United States

1200 Lakeside Pkwy, Bldg 4, Suite 475, Flower Mound, Tx 75028

Mckinney, Texas, United States

Lewisville, Texas, United States

Coppell, Tx

A non-profit in the early stage of development providing AR, VR and XR products to elderly, disabled or other special needs people. The goal is to enable the target group allowing them to extend their real world using the reality extension technology available to them.Chief Financial Officer, Controller Design and implement accounting department and compose accounting and administrative policies and procedures. Hire and train staff, as needed. Determine software needs, source out options and pricing and recommend to CEO.

8515 Greenville Avenue, Suite N-108 Dallas, Tx 75243

A 501c3 owned Federally Qualified Health Center that operated clinics targeting uninsured and underinsured patients specializing in Family Practice, Pediatrics, Obstetrics, Dental and Behavioral Health. Annual patient visits totaled over 40,000.Chief Financial Officer • Joined the CEO as the second member of a C-Suite that would be five members within two years. Participated in writing or editing the 200+ policies spanning Administration, Clinical and Financial to prepare for HRSA Site Visit. • Prepared annual budgets, monthly financial reporting and projections, including preparing monthly packet and presenting to the Finance Committee and Board of Directors. Reduced the time by two weeks by streamlining procedures and automating processes.• Wrote an investment policy that was reviewed and approved by the Board of Directors. Selected an investment firm, determined risk level and managed a $7 million investment making sure the account was being managed in accordance with the investment policy. • Wrote grants management policy and implemented the policy as it related to the Federal Grants. This included monthly accounting of related expenditures and drawing down grant funds in accordance with grants management policy.

Dallas/Fort Worth Area

Start2Finish is a management company that manages and satisfies of the needs of 31 companies, all in various stages of start-up, development or shut-down. The companies managed are primarily in the travel club sales business and require such services as accounting, payroll, marketing support, back office resources, merchant account usage, legal support and federal and state tax filings.Controller, Human Resources, General Manager• Managed accounting, I.T., Human Resources and Customer Service departments.• Developed a response system dealing with documenting and filing responses to credit card chargebacks resulting in close to a 100% reversal experience.• Responsible for all payroll tax deposits and for filing returns with IRS, TWC, Social Security and various state agencies.• Authored and implemented the company’s first personnel manual.

Dallas/Fort Worth Area

Fountain of Life is a direct sales company, founded in 2008, specializing in all natural, organic products. They are headquartered in Dallas, Texas with distributors all over the United States.Chief Financial Officer, Treasurer, Controller• Managed the accounting, I.T., customer service and ethics departments.• Preparation of forecasts and power point presentations for investor relations and private placement documents.• Responsible for all payroll tax deposits and for filing returns with IRS, TWC, Social Security and various state agencies.• Close the general ledger monthly and prepare financial statements for management as well as reports to investors.Ethics and Compliance Officer• Wrote and updated the rules and regulations governing the distributors, with the advice of MLM attorney.• Wrote compensation plans and periodic bonus rules to incentivize and pay distributors. Worked with programmers to write the code to properly reflect the plan.Product Development• Worked with medical advisory board for formulations and reviewed labels to assure FDA compliance.• Evaluated various production facilities to determine suitability for the manufacture of products, compliance with cGMP regulations and the methods used to maximize the security and shelf life of the inventory.

Carson City, Nv

Vitamin Research Products is a thirty-four year old manufacturer and marketer of dietary supplements.Controller 2004 to 2008• Managed the day to day operations of the accounting department.• Closed the general ledger each month and generated internal financial statements. Responsible for developing a close routine that expedited the monthly and annual closes more quickly and accurately. The system included building a month end file to support the financial statements and a detailed checklist showing responsibilities and completion of each step of the close.• Developed first companywide budget and worked with department heads to help complete their portion and add it to the master budget. This included procedures for reporting budget to actual variances.• Lead the implementation committee that searched for a totally integrated ERP software solution for VRP. This project included redesign of the manufacturing cost system, as well as the inventory costing methods. • Supervised ERP software development company in converting to the new system. Also participated in mapping the old database information for import into the new ERP system.• Processed bi-weekly payroll for 100 employees, initially using ABRA software and later converted company to PAYCHEX using a biometric time clock. • Wrote custom reports using a database report writer for the accounting department or any other department that requested a report. This required a complete knowledge of the data structure and the common fields that enabled linking databases together in order to customize reports.• Participated in converting the company to new cGMP regulations mandated by the FDA. Developed information and document flow to create a paper trail detailing compliance with the cGMP regulations.• Prepared annual ESOP data for independent evaluation firm. Addressed employee questions about their ESOP account balances.• Coordinated annual audit and preparation of tax returns by external CPA firm

Carson City, Nv

Product Development Manager 1999 to 2004• Managed the Vitamin Research Products product line, which consists of almost 700 different dietary supplementso Researched and tested all formulation changes and reviewed final results with the Scientific Advisory Board.o Worked with IT department to write software to convert product formulas to appropriate labels. o Reviewed all label additions and revisions for accuracy and for compliance with FDA food labeling laws.o Searched for and filed trademarks on potential new product names. Maintained trademark files with triggers to avoid inadvertent expiration of marks. Responded to any office actions by the USPTOo Filed copyrights on product related articles.• Assisted Research and Development director in sourcing new ingredients and supporting product claims with published studies. Negotiated with vendors to assure a constant availability of ingredients at the best possible prices.• Managed private label customers, which includes providing the customer with label information or modifying the labels for them.• Custom Products:o Handled potential customers that were requesting a customized product.o Assessed the needs of the potential customer to aid in formulation. o Formulated the custom products and authored the labels for the products. o Negotiated the price, payment terms and delivery schedule of the sale.

Dallas, Tx And Guadalajara, Mx

• Primarily responsible for the accounting, purchasing, information systems and distributor support departments. • Also worked with insurance professionals to assure the company was covered for various risks. • Negotiated product manufacturer contracts, contract terminations, and product formulator license agreements. Assured in these contracts that the products would be available to meet the rapid growth of the company. • Worked with custom software developers to design and program a package that met all of the company’s needs, from multilevel commission payouts to routine general ledger entries.• Determined nexus status in all fifty states, taxability of products, and implemented procedures to ensure compliance with the various tax laws in each state.

Dallas, Tx And Guadalajara, Mx

Omnitrition is a direct sales company, headquartered in Carrollton, and specializing in custom formulated nutritional supplements. Currently the company has over 20,000 active distributors. Helped grow the company from a one product, $700,000 per month, to an international sales company with over forty products and grossing over $20 Million per month. This rapid growth happened in a four year period.Chief Operating Officer, Secretary, member of Board of Directors, Plan Administrator and Trustee for 401(k) 1994 to 1999• Responsible for the day-to-day operations of the company, reporting directly to the chairman of the board and owner of the company.• Moved company headquarters three times to accommodate for growth. • Worked with MLM attorney writing and modifying rules and regulations to ensure the legality of the business opportunity. Also was member of the Ethics Committee, which was in charge of enforcement of these rules, which at times included termination or discipline actions against distributors.• Worked with attorneys to develop litigation strategies related to over forty lawsuits arising from a messy shareholder breakup. • Coordinated sales meetings throughout the country, ranging from 100 to 5,000 attendees. This included setting up and running the audio, video and lighting systems for the meetings and working with union labor when necessary.• Represented Omnitrition as an active member of the Dietary Supplement Science and Safety Coalition. This committee took a proactive role in shaping the laws and regulations being written for the dietary supplement industry.• Remained responsible for the same departments with the added responsibility of being the plan trustee and administrator for the new 401(k) and section 125 cafeteria plans.

Dallas/Fort Worth Area

Dallas/Fort Worth Area

Bachelor’S Degree, Accounting, Bachelor Of Business Administration

High School, General, Nhs1

Activities and Societies: National Honor Society, President; Pan American Student Forum, President; French Club; Future Business Leaders.