Jason Bohl Email & Phone Number

Lincoln, Ne, Us

Lincoln, Nebraska Area

In my role as the Financial and Operations Manager for the Central & Great Lakes Districts, I draw upon my progressive career experience and my solid education to manage the achievement of business and financial objectives of the Central & Great Lakes Districts with $100 million in annual revenues. I analyze financial information, gathering, monitoring, and evaluating data to implement solutions that improve financial status; review financial operations to monitor trends including labor costs, productivity, revenues, expenses, and financial ratios, in addition to preparing and presenting narrative, quantitative, and statistical data in budget forms, schedules, and reports. I also guide cost analysis process, establishing and enforcing policies and procedures that improve processes and drive department objectives.Some highlights of my experience in this role include…• Reporting Financial Results monthly to Corporate Accounting, including explanations of any variances to Plan.• Presenting District Financial Statement, EBIT Walk-Through, and KPI’s to the President and CFO quarterly.• Successfully merged the Central and Great Lakes Districts into one Central District, the largest District within Quadient, creating uniform financial, budgeting, and reporting.• Created a uniform commission and bonus platform for our Sales Managers, Sales Representatives, and Specialists, automating a majority of the process to eliminate human error and improve efficiency.• Under my Financial Leadership, the Central District has ranked #1 or #2 in the majority of Financial KPI’s such as Total Revenue vs Plan, HW Margin %, EBIT Achievement vs. Plan, OPEX as a % of Revenue vs. Plan. and has exceed budget regularly for Revenue, Gross Margin, and EBIT.

Lincoln, Nebraska Area

In my role as the Director of Finance and Administration I drew upon my progressive career experience and my solid education to manage the achievement of business and financial objectives. I analyzed financial information, gathering, monitoring, and evaluating data to implement solutions that improved financial status; reviewed financial operations to monitor trends including labor costs, productivity, revenues, expenses, and financial ratios, in addition to preparing and presenting narrative, quantitative, and statistical data in budget forms, schedules, and reports. I also guided cost analysis process, establishing and enforcing policies and procedures that improve processes and drive department objectives.Some highlights of my experience in this role included…• Consistently delivered substantial results, beating industry averages; administrative expense of total revenue 13.36%; pre-tax profit of 22.2%, and revenue per admin employee of $791K.• Directed the consolidation of Claritus from two separate legal entities and operating units into one; created a single shared services center for Finance and Administration to be utilized by all four locations. • Increased revenues by more than 50%; orchestrated the process of becoming a Pitney Bowes dealer including integrating Pitney Bowes customers, equipment, and lease database.• Conducted due diligence on the NBE acquisition, more than doubling revenues; directed the integration of NBE’s finance, administration, and business operations. • Provided executive-level leadership overseeing financial processes and human resources functions for this large independent mailing equipment dealership, providing solutions for customers across the United States.• Established internal benchmarks within the industry, providing the Executive Committee an in-depth understanding of current position within the industry and opportunities for growth; developed strategic initiatives to drive objectives and improve status.

Lincoln, Nebraska Area

As the Controller of US Operations I drew upon my previous experiences to direct and provide oversight of the finance department for the US subsidiary of this multi-national organization (forecasted revenues of approximately $200M). I maintained control over complex accounting functions, financial auditing and reporting, and financial consolidation functions for US operations, inclusive of 9 locations. I also evaluated processes and procedures, establishing structures and systems to align company vision with financial objectives to ensure sustainable growth.Some highlights of my experience in this role include…• Managed and reviewed monthly financials with explanations of variances to expose cost and sales issues; and served as the point of contact concerning external audits and the Sarbanes-Oxley review; • Prepared the consolidation of financial statements for global headquarters and managed end of month, end of quarter, and end of year reporting inclusive of departmental, business unit, and legal entity reporting.• Orchestrated the conversion of accounting software for 16 global offices; coordinated and implemented the transition from eight different software systems to one common system, improving efficiency and accuracy.• Generated an annual cost savings of approximately $350K; established a Shared Service Finance Center, replacing individual accounting departments for six locations across the country

Lincoln, Nebraska Area

As a Senior Accountant I oversaw the integrity of accounting functions through recording, verifying, consolidating and monitoring financial transactions. I oversaw reconciliations and financial reporting and acted as the point of contact for external auditors regarding the review of revenue and invoicing processes. I also managed all accounting functions maintaining compliance with standard accounting practices and company policies.Some highlights of my experience in this role include…• Created a Shared Services Center, replacing individual departments at four locations globally; provided revenue recognition, invoicing, and collections for seven global locations (approximately $120M in revenues). • Prepared monthly financial statement consolidations and managed financial processing for Belfast, Munich, and Hamburg facilities; served as contact person for audits. • Collaborated with Site Directors and the VP of Early Clinical Research and Bioanalytical Divisions to develop budgets, review monthly results, and provide guidance regarding business decisions. • Performed due diligence regarding the New Orleans acquisition, resulting in an additional $6M in annual revenues.

Closely worked with the CFO in a multi-faceted role, preparing financial information for the Board of Directors, Internal Auditors, and External Auditors. Supervised and managed several accounting areas, including Accounts Receivable, Billing, and Collections. Performed due diligence on a potential acquisition that would have added $4 million in additional annual revenues. Completed extensive business and contract evaluations for the holding company in preparation for sale of the company after the holding company's purchase by Wells Fargo. Prepared financial evaluations of potential clients and assisted the Sales Department with the development of contract proposals. Implemented the installation and conversion to the Great Plains Dynamics CS+ accounting software. Directly responsible for generating over $1.5 million in recurring annual revenue through a detailed review of customer contracts.

Responsibilities included planning, supervising, and reviewing multiple concurrent audit engagements. Created financial statements, auditor's reports, and corresponding graphical displays for clients. Performed Electronic Data Processing (EDP) exams for financial institutions, analyzing the client's computer system and making recommendations to management. Maintained ongoing relationships with client management. Practice area specialized in financial institutions, but also included work with governmental, not-for-profit, and retail commercial entities. Worked two busy seasons on the tax side preparing individual, corporate, and partnership tax returns.