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* Highly motivated and experienced executive skilled in orchestrating financial strategy, sales operations, and fiscal excellence for a successful organization * Offers a demonstrated record of results in a complex business environment. Skilled in corporate finance leadership, accounting, team leadership, and serving as an advisor to organizational leaders* Visualizes broad situations and executes focused strategies through exceptional leadership, with a command of the details necessary to ensure the successful resolution of complex issues. Skilled in quick-thinking and devising creative solutions to complex problems, capturing increased efficiency and productivity* Excels in the leadership and implementation of business planning processes while developing strategies to meet future challenges. Areas of Expertise:* Corporate Finance * Financial Planning/Analysis* Financial Modeling* Contract Negotiations* Budgeting/Long Range Planning* Sales OperationsCareer Achievements:* MTM Technologies - Leads corporate finance and accounting, including accounts payable, accounts receivable, billing, payroll, T&E, sales compensation, asset management, and treasury operations* MTM Technologies - Leads national sales and marketing organization for an IT Solution Provider. Part of executive team that brought to market a Desktop as a Service (Daas) Solution to better enable clients to work from home during the Covid pandemic* MTM Technologies - Established business model that served as the foundation for the acquisition of $7.5M in working capital, part of a restructuring plan that averted a bankruptcy filing and lowered operating expenses by more than 30%Email me at jasonlbernstein@gmail.com
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Chief Financial OfficerBlue MantisNew City, Ny, Us -
Chief Financial OfficerBlue Mantis Jan 2024 - PresentPortsmouth, Nh, Us -
Vice President Of Finance And Sales OperationsBlue Mantis May 2023 - Jan 2024Portsmouth, Nh, Us
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Vice President Of Sales OperationsBlue Mantis Apr 2021 - May 2023Portsmouth, Nh, Us
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Senior Vice President Finance & Sales OperationsMtm Technologies 2020 - Mar 2021Purchase, New York, Us* Spearheads account mapping and account planning activities with individual account managers on an annual and monthly basis.* Working with our technical team brought to market a DaaS solution during the early stages Covid-19 which was designed to rapidly enable a remote workforce.* Partners with vendors to bring relevant products and solutions to our sales organization to drive incremental sales opportunities.* Engaged in sales order management, sales support, and revenue recognition; supports renewals of licenses and service agreements to build revenue.* Oversees all month-end, quarter-end, and year-end close activities and annual financial audits. -
Senior Vice President Of Finance & OperationsMtm Technologies 2016 - 2020Purchase, New York, Us* Engaged in sales order management, sales support, and revenue recognition; supports renewals of licenses and service agreements to build revenue.* Oversees all month-end, quarter-end, and year-end close activities and annual financial audits.
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Senior Vice President Of Operations FinanceMtm Technologies 2013 - 2016Purchase, New York, Us* Worked with the owners to restructure the company and transition it to a privately-held organization.* Sourced and helped to establish an alternative line of credit following the termination of financing by the existing lender.* Subject matter expert and executive sponsor of the implementation of Salesforce.com
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Acting Co-Cfo/Vice President, Operations FinanceMtm Technologies 2009 - 2013Purchase, New York, Us* Partnered with the Board of Directors, investors, and lenders, communicating key information and providing insights into trends and changes in the operating model.
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Vice President, Operations FinanceMtm Technologies 2007 - 2013Purchase, New York, Us*Exercised the authority to negotiate the key terms and conditions of a distribution outsourcing contract, enabling the closure of three warehouse facilities while securing improved order turnaround time and $500K in annual costs.* Served as the architect of a national sales compensation plan that aligned compensation with the achievement of business objectives.* Established standard operating procedure documents to maintain SOX compliance.
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Vice President And Regional ControllerMtm Technologies 2006 - 2007Purchase, New York, Us
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Vice President Of FinanceMtm Technologies 2004 - 2006Purchase, New York, Us
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Vice President Of OperationsMicros-To-Mainframes 1994 - 2004
Jason Bernstein Skills
Jason Bernstein Education Details
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Fordham Gabelli School Of BusinessFinance -
Penn State UniversityLogistics
Frequently Asked Questions about Jason Bernstein
What company does Jason Bernstein work for?
Jason Bernstein works for Blue Mantis
What is Jason Bernstein's role at the current company?
Jason Bernstein's current role is Chief Financial Officer.
What is Jason Bernstein's email address?
Jason Bernstein's email address is jb****@****mtm.com
What is Jason Bernstein's direct phone number?
Jason Bernstein's direct phone number is +184526*****
What schools did Jason Bernstein attend?
Jason Bernstein attended Fordham Gabelli School Of Business, Penn State University.
What skills is Jason Bernstein known for?
Jason Bernstein has skills like Leadership, Solution Selling, Information Technology, Cash Management, Strategic Partnerships, Sales Compensation, Salesforce.com, Mergers, Executive Management, Corporate Finance, Board Presentations, Microsoft Powerpoint.
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