Jason Rothfeld Email & Phone Number

Temple, TX, US

• Manages global consolidation process for all aspects of financial planning and forecasting for 14 business units of $1.5B global manufacturer and distributor of engineered composite materials. Leads annual forecasting.
• Streamlines month-end reporting process through automation of key deliverables including executive reporting package, key performance indicators, and product margin analysis.
• Partners with executive leaders in financial due diligence with M&A transactions; provided data and analysis in preparation for the divestiture of a legal entity in Asia.
• Builds collaborative relationships with global counterparts through excellent communication skills.
• Increases efficiency by automating financial reports and creating turnkey systems.

Austin, TX, US

• Led full-scope management of all budgeting, forecasting, planning, and analysis for financial statements for $50M election technology company. Interfaced with private equity partners, board members, and C-suite to.
• Improved margin and discount accountability throughout the sales organization by creating and implementing a transformational automated sales pricing/quoting tool. o Built formulas and analysis to calculate costs and.
• Drove financial modeling for products through industry analysis, strategic pricing, and market growth rate.
• Enabled financial strategy and planning by preparing financial statement analysis and narrative for quarterly Board of Directors meetings.

Arlington, VA, US

• Developed and managed team of 3 responsible for balance sheet tracking and cashflow forecasting and analytics on capital projects for a $1.6B business segment of $25B defense contractor. Drove timeliness and quality.
• Achieved 54% ROI and $43K savings in labor by developing and implementing a new cash forecasting process; the online database forecasting tool resulted in improved forecasting accuracy and efficiency.
• Increased cashflow by collaborating with executives and leading cross-functional teams on multi-million dollar capital reduction efforts.
• Built new capital asset planning and forecasting process resulting in decreased forecasting turn time, streamlined month-end reporting, and enhanced business analytics.
• Collaborated with Accounting on Six Sigma project to investigate billing codes for late and missing contract payments and improve payment procedures.

Dallas, TX, US

• Oversaw financial and operational strategy for healthcare professional staffing company. Led team of 18 responsible for implementing quality assurance processes. Delivered monthly and quarterly financial briefings to.
• Increased efficiency and staff accountability by developing and implementing performance planning process in collaboration with senior management. Enabled measurement of staff performance against an executive.
• Ensured equitable compensation packages while driving profit by building competitor tracking system.
• Enabled successful team performance through effective hiring, training, coaching, performance reviews, development, and termination.
• Expanded product offerings and achieved growth targets through successful M&A due diligence and the acquisition of Merritt Hawkins.
• Executed multi-branding strategy and short- and long-term supply planning through operational analyses.

Los Angeles, California, US

• Progressed through various roles, from FP&A to automation to accounting. Performed key account planning and analysis to improve ability to deliver on business objectives. Oversaw financial statements including income.
• Reduced month-end close cycle by one week through Six Sigma process automation project.
• Enhanced ability to monitor promotional activity by creating a new trade funds tracking system.
• Protect profit margins by implementing trade discounting system for Sales team.
• Met KPIs by streamlining product pricing and distribution.
• Implemented and distributed new product offerings by liaising with Marketing and Sales teams.

Master Of Business Administration - Mba, Business Administration And Management

Bachelor Of Science - Bs, Business/Managerial Economics