Jason Morehead Email & Phone Number

Waukee, Ia, Us

Cedar Rapids, Ia, Us

• Lead and develop a robust financial planning & analysis organization. • Support the CFO in all aspects of business including financial analysis and modeling, board presentations and ad hoc reporting.• Own the annual planning cycle including timely, accurate periodic forecasts and annual budget.• Create and present insightful financial reporting to senior leadership and business partners.• Identify opportunities to improve financial reporting processes leveraging technology and improvements to data flows.• Partner with business counterparts to identify opportunities to drive profitable growth, provide recommendations and drive results.

Denver, Colorado, Us

• Lead finance function for Central Division with $400M in annual revenue and 50 branch locations.• Develop annual plan in coordination with senior leadership, district leads and branch operations.• Create and present Monthly Operating Review package with key financial indicators and detailed variance analysis to leadership team.• Ad-hoc analysis and report development to support business objectives and growth opportunities• Function as business partner to Division President and Operations leads to grow business and identify improvements for underperforming branches.• Analyze all aspects of financial performance with a focus on identifying areas of opportunity or improvements.• Developed metrics and reports to analyze sales force effectiveness.• Drive standardization across business units and branch locations.

Des Moines, Iowa, Us

• Transitioned finance department from family owned business to private equity environment.• Directed sales and operation planning cycle including annual budgets and monthly forecasts.• Supported implementation of PowerBI reporting tool and created initial financials reports.• Developed and implemented financial reporting to accurately reflect profitability of fabricated rebar business.• Developed financial modeling tool to evaluate greenfield opportunities.• Working capital management.

West Des Moines, Ia, Us

• Lead Accounting and Financial Planning & Analysis departments which includes two direct and four indirect reports.• Created monthly operating and financial reporting for senior management to support business decisions.• Streamlined and improved accuracy of budgeting and forecasting process; researched and identified new software package to support process.• Strategic modeling to support long term planning; identifying opportunities and risks to business.• Revamped month end close process to improve efficiency and ensure accurate financials.• Identified cost saving opportunity to outsource human resources and led transition; annual savings of $100k.

Des Moines, Ia, Us

• Positioned department as key resource to senior management through improved presentation and delivery of company data and analysis.• Developed automated sales and operations planning process to provide robust forecast for senior management• Enriched and improved efficiency of monthly financial reporting to better support business.• Led project to automate Regional Income statement preparation to improve accuracy and efficiency.• Provided support to multiple international locations with reporting and data to drive business decisions.• Analyzed operating results and trends to identify opportunities to improve profitability

Zug, Ch

• Responsible for 15 operating locations as market area responsibilities expanded during tenure.• Consistently met deadlines while demonstrating strong analytical and problem solving skills.• Provided management team with appropriate financial management information and strategic support including budgeting, forecasting and capital requests. • Performed critical review of financial statements to validate against business performance.• Interaction with senior management concerning financial forecasts and reporting.• Evaluated data pertaining to costs/sales in order to plan budgets/forecasts.• Direct and develop regional financial analyst.

Zug, Ch

• Directed financial management functions including monthly statements, forecasts, and budgets. • Revamped month end process to comply with corporate requirements.• Implemented new procedures to improve forecasting accuracy.• Supported Plant Leadership as a business and financial advisor. • Managed local internal controls to ensure integrity of costs and reporting. • Provided key qualitative data and analysis for monthly regional/corporate reporting packages. • Prepared and validated business cases and financial analyses for capital expenditures. • Supervised and oversaw the development of three direct reports

Zug, Ch

• Developed budget reporting package used by all plants in North America.• Increased productivity levels by leading automation of financial processes.• Prepared financial reports, developed budgets, and performed variance analysis • Performed monthly account reconciliations and monitored general ledger transactions. • Reviewed capital projects and evaluated viability based on EVA calculation. • Assisted in the development of operating procedures for plant’s financial functions. • Supervised and oversaw development of three plant clerks.

• Improved company cash flow through improved A/P management and vendor communication.• Managed A/R, A/P and cash management processes. • Assisted with standard costing of products. • Prepared financial statements, account reconciliations, bank reconciliations and journal entries. • •Developed Excel spreadsheets to automate department tasks to improve efficiency.

Worldwide, Oo

• Participated in the audits of 2 major SEC companies. • • Assisted with the filing of various SEC required schedules