Jason Hoffman Email & Phone Number

Santa Clara, Ca, Us

Santa Clara, Ca, Us

Controller for a mechanical contractor in the Silicon Valley. Working to improve many processes and improve operational efficiency. Implemented a new accounting system in March 2019, which has provided better reporting and improved visibility into project financials. -Ability to work with and understand various systems, but more importantly to get data out of them to provide meaningful reports-Forecasting - both cash projections and revenue/P&L projections-Analytics including the following: standard financial statements, but more importantly customer segmentation, customer profitability, project profitability, backlog analysis and other similar reporting to allow for course correction and improvement on future jobs.-Developed an overhead allocation process to better reflect the true cost and profitability associated with a job-Leading financial integration with our new owner, Service Logic-Led the financial pre due diligence and the financial transactional due diligence as part of the sale to Service Logic

Dayton, Us

•Provide analysis for the Digital Writing portfolio, consisting of ExpeData, MyScript, XMS Penvision and an investment in Anoto.•Create a monthly snapshot of the portfolio with all relevant metrics and highlights for the month.•Create sales performance and pipeline management reports to enhance performance evaluations.•Assist in business valuations and diligence, as necessary, for potential acquisitions.

North Mankato, Mn, Us

•Provided financial analysis for a $250+ million business segment.•Created sales rep dashboards for the VP of Sales, containing data from unique systems to identify potential issues with a rep’s existing account trend and their future pipeline.•Created an interactive revenue dashboard with drill down capabilities for the healthcare leadership team.•Worked with the Healthcare President in analyzing the overall P&L and providing guidance on potential cost saving opportunities. •Assisted in various initiatives that reduced direct operating expense by 10% within the business unit.•Supported the business unit in their ongoing strategy work and modeling different scenarios for organic, partner, and acquisition opportunities.•Creatively sought out new ways of reporting to enhance decision making.

North Mankato, Mn, Us

•Provided company-wide financial reporting and analysis support to the CFO and Corporate Controller.•Accountable for the overall financial close process for the organization.•Experience with FAS123R (stock based compensation) and FAS109 (accounting for income taxes)•Assisted the Director, Corporate Accounting with SEC reporting, in particular preparing the footnotes for stock based compensation and income taxes.•Improved the close process by 20%.•Coordinated the business unit, corporate and consolidated annual budgeting cycle.•Managed the PeopleSoft financials system and oversaw all system enhancements.

Masters, Accountancy

Bachelor Of Science, Accountancy And Finance