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At the core of a business enterprise are its people and the culture in which it operates. What gets me out of bed in the morning is the opportunity to work with great people in a great environment, nurturing high quality, high integrity relationships that drive the business forward. My experience ranges from audit and compliance with a Big 4 accounting network to family run businesses with responsibilities spanning across budgeting, forecasting, accounting, financial systems, and reporting functions. I’ve served in critical, hands-on and high-impact roles, working with new and existing businesses, including investments, acquisitions, start-ups, early-stage companies, turnarounds and corporate alliances. Typically, I am a catalyst for change and growth with the finance organization, constantly seeking new ways to improve or modify existing processes and provides the analytical framework and business judgment necessary to evaluate various company initiatives. I lead with transparency and collaboration, using timely and meaningful reporting tools that provide practical solutions for achieving business goals, profitability and sustainable growth.
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Executive Vice President Of FinanceDiamond C Trailers Dec 2023 - PresentMt. Pleasant, Texas, Us -
ConsultantBowles Farming Company, Inc. Jan 2023 - Feb 2023Los Banos, California, Us -
Chief Financial OfficerBowles Farming Company, Inc. Apr 2020 - Jan 2023Los Banos, California, UsBowles Farming Company is a family-owned farming operation specializing in row crops, orchards and native plants. I served in a multi-dimensional role over accounting, finance and general office administration, developing and implementing overall business strategy and defining long-term business goals. I oversaw budgeting and forecasting and the month-end close, leading a staff of seven associates. I also managed the Company's banking relationships and partnered with a CPA firm to provide guidance to shareholders through K1s and distribution of profits.
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Vice President, Finance | Discount School Supply – DssExcelligence Learning Corp 2017 - 2019Monterey, California, UsExcelligence Learning Corporation is a privately held provider of early childhood supplies, equipment and services. While working with Excelligence, I built up the budgeting and forecasting process and developed a new internally sourced function within the division. I instituted zero-based budgeting across all areas of P&L to improve SG&A spend and created synergies between business units.Highlights of accomplishments in this role include:• Formed data analytics group to gain insights on pricing and promotional spend and optimize sales and EBITDA.• Established comprehensive wage projection models and headcount tracking reports to provide greater control in headcount and reallocation of resources for critical projects.• Directed the Accounts Receivable group and instituted reporting improvements on aged receivables that boosted collection efforts significantly.• Accelerated publication of monthly reporting packages by 3 – 4 days with the added benefit of more detailed KPIs and tracking measurements that offered insights for strategic decision making. -
Senior Director - Financial Planning & Analysis, Director - Supply Chain FinanceThe Nature'S Bounty Co. 2013 - 2016Ronkonkoma, Ny, UsNature’s Bounty is a $3B + manufacturer and wholesaler of vitamins, supplements and food products. During my time with the company, I was promoted from Director to Senior Director, having been brought in to build up the finance function within the supply chain role from scratch, co-managing a group of eight people and 25 manufacturing and packaging facilities across America. I rolled up global budgeting and forecasting at the enterprise level and oversaw corporate SG&A spend of $30M.Highlights of accomplishments in these roles include:• Provided senior stakeholders with visibility into the overall spending buckets and shifted the mindset to more controlled future spend. Instilled ownership with GMs and site managers.• Coordinated quarterly earnings calls with investors and managed the script-writing process for the CEO to include potential Q&As, resulting in flawless delivery of messaging. • Facilitated the pitch-book for $3B debt refinancing through collaboration with domestic and international business units which enhanced the reporting and forecasting discipline in preparation for IPO.• Leveraged EBITDA add backs which were provisioned under debt agreements for reporting to investors, allowing for the exclusion of one-time costs from reported earnings, yielding the most advantageous positioning. -
Group Leader - Global Supply Chain Finance, Senior Manager - Business PlanningThe Kraft Heinz Company 2009 - 2013Chicago, Il, UsThe H.J. Heinz Company was a $12B + manufacturer and wholesaler of food products. While working with Heinz, I progressed through roles of increasing accountability and partnered with senior leaders to develop strategic roadmaps, workflows and improve global supply chain metrics and financial performance. I managed a portfolio with $900M+ in net sales and $300M+ in income, including month-end reporting and extensive visibility in auditing procedures. Highlights of accomplishments in these roles include:• Played key role on the global transition team assisting with the 3G acquisition of Heinz. Managed the global supply chain factbook and worked closely with investor relations to deliver supply chain presentations.• Accountable for 4% COGS cost-out target YOY; standardized all global KPIs and monthly reporting. • Helped establish regional supply chain finance teams in Latin America and China. -
Plant Controller - Frozen FoodsThe Kraft Heinz Company 2007 - 2009Chicago, Il, UsSelected to facilitate integration of previously acquired Oreida potato plant with Heinz best practices, holding oversight of eight reports, $90M in conversion costs and production volume yielding $200M annual revenue. • Expanded the Controller role to include all finance and accounting functions at the facility, enhancing spend controls and instilling a culture of accountability. • Instituted more rigorous month end closes, establishing check book reviews with department heads to rein in spending, and improved predictability of monthly results with forecasting accuracy.• Worked in the trenches to ensure the sanctity of the Heinz brand permeated one of the largest plants in the company and one of the largest potato plants in the world.
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Various Roles In Internal Audit, Controls & ComplianceThe Kraft Heinz Company 2000 - 2007Chicago, Il, UsSenior Manager - Controls & Compliance, Audit Manager, Senior Auditor
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Audit & Business Advisory Services, Swiss Bank Investigation ProjectPricewaterhousecoopers 1996 - 2000GbDuring my tenure with PWC, I worked in Pittsburgh, PA and Basel, Switzerland.
Jason Mcelroy Skills
Jason Mcelroy Education Details
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Penn State UniversityAccounting And International Business
Frequently Asked Questions about Jason Mcelroy
What company does Jason Mcelroy work for?
Jason Mcelroy works for Diamond C Trailers
What is Jason Mcelroy's role at the current company?
Jason Mcelroy's current role is Finance Executive.
What is Jason Mcelroy's email address?
Jason Mcelroy's email address is ja****@****ast.net
What is Jason Mcelroy's direct phone number?
Jason Mcelroy's direct phone number is +141226*****
What schools did Jason Mcelroy attend?
Jason Mcelroy attended Penn State University.
What skills is Jason Mcelroy known for?
Jason Mcelroy has skills like Cross Functional Team Leadership, Supply Chain Management, Forecasting, Financial Analysis, Consumer Products, Process Improvement, Continuous Improvement, Sap, Pricing, Supply Chain, Fmcg, Strategic Sourcing.
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