Jason R. Jack, Mba 🍊

Jason R. Jack, Mba 🍊 Email and Phone Number

VP of Finance @ CSI Pharmacy
United States
Jason R. Jack, Mba 🍊's Location
Dallas-Fort Worth Metroplex, United States, United States
Jason R. Jack, Mba 🍊's Contact Details

Jason R. Jack, Mba 🍊 personal email

About Jason R. Jack, Mba 🍊

✉ jasonrjack@gmail.comWith 15+ years of global finance experience at fortune 100 and private mid-market companies across diverse industries, I'm recognized as a 𝐭𝐫𝐮𝐬𝐭𝐞𝐝 𝐛𝐮𝐬𝐢𝐧𝐞𝐬𝐬 𝐚𝐝𝐯𝐢𝐬𝐨𝐫 𝐚𝐧𝐝 𝐟𝐢𝐧𝐚𝐧𝐜𝐢𝐚𝐥 𝐬𝐭𝐨𝐫𝐲𝐭𝐞𝐥𝐥𝐞𝐫. I leverage my facility with numbers and facts to build narratives that lead to important conclusions. My colleagues regard me as an inquisitive and practical implementer, and a hands-on servant leader.My expertise spans all aspects of finance operations, including financial planning and reporting, budgeting and forecasting, financial policy and procedure design, internal controls, and audits and compliance. Leveraging a combination of analytical prowess, keen business acumen, and active implementation skills, I have effectively positioned the finance function as a critical partner to various cross-functional teams, including Corporate, Operations, Product, Procurement, Tech, and Analytics.Highlights:🔹𝑺𝒕𝒓𝒂𝒕𝒆𝒈𝒊𝒄 𝑷𝒍𝒂𝒏𝒏𝒊𝒏𝒈 - Lead FP&A team at Vizient in developing and managing the annual operating plan for $1.7B in revenue and associated OpEX and CapEx budget, as well as monthly forecasting, management reporting, and multi-year plan.🔹𝑻𝒓𝒂𝒏𝒔𝒇𝒐𝒓𝒎𝒂𝒕𝒊𝒐𝒏 - Designed a revenue/cost allocation framework at Vizient that captured inputs for Gartner benchmarking as well as competitor and internal analysis, enabling an 8% ($89M) reduction in run rate.🔹𝑷𝒓𝒐𝒄𝒆𝒔𝒔 𝑰𝒎𝒑𝒓𝒐𝒗𝒆𝒎𝒆𝒏𝒕 - Implemented automated process and tool to track $180M+ in program spend and critical program health metrics at Vizient, in addition to automating revenue forecasting to improve forecast accuracy by 15%.🔹𝑽𝒊𝒔𝒖𝒂𝒍𝒊𝒛𝒂𝒕𝒊𝒐𝒏 - Built Power BI dashboards for Vizient’s Sales and Accounting teams that improved collections on $80M worth of accounts receivables by 12%, in addition to creating Tableau dashboards that reduced third-party vendor spend by $15M.🔹𝑮𝒓𝒐𝒘𝒕𝒉 - Managed a $400M budget for PE backed Populus Financial Group’s North American ecommerce and storefront operations while implementing transaction levers for product offerings that grew same-store sales by 10%.🔹𝑴&𝑨 - Led the separation of 800+ financial processes, applications, and services for the $150M divestiture of 4 brands at Ford Motor Company while managing transition service agreements.🔹𝑪𝒐𝒍𝒍𝒂𝒃𝒐𝒓𝒂𝒕𝒊𝒐𝒏 - Partnered with Toyota Motor Corp. and provided financial leadership for General Motors Corp. $2B multi-disciplinary international joint venture programs.Lets Connect!

Jason R. Jack, Mba 🍊's Current Company Details
CSI Pharmacy

Csi Pharmacy

View
VP of Finance
United States
Website:
csipharmacy.com
Employees:
277
Jason R. Jack, Mba 🍊 Work Experience Details
  • Csi Pharmacy
    Vp Of Finance
    Csi Pharmacy
    United States
  • Vizient, Inc
    Senior Director, Fp&A
    Vizient, Inc 2020 - 2024
    Irving, Texas, Us
    • Planned, executed, and managed all finance and FP&A activities, including long-range financial planning, budgeting and resource allocation, forecasting, financial analytics and reporting, and cost reduction.• Built, trained, and managed the FP&A team, overseeing the development of the annual operating plan, multi-year strategic business plans, and all related forecasts, metrics, and goals.• Advised and supported the Presidents of high-growth Analytics and Advisory business units as well as SG&A functions as a finance business partner. • Improved financial reporting capabilities by designing and implementing new ERP and financial reporting modules, in addition to facilitating monthly P&L reviews with functional owners.• Prepared detailed forecasts covering backlog, renewals, and new sales pipeline for the GPO, SaaS Analytics, and Advisory business units while enhancing subscription revenue forecast accuracy.• Worked closely with the Corporate Strategy team to vet and conduct due diligence on M&A targets, in addition to driving seamless post-acquisition integration of financial processes, tools, and teams. • Championed process automation to improve tracking of program spend and program health metrics, enhancing visibility on key investments and enabling the prioritization and rebalancing of portfolio programs.
  • Vizient, Inc
    Director, Financial Planning & Analysis
    Vizient, Inc 2015 - 2020
    Irving, Texas, Us
    • Provided strategic direction and financial expertise to leadership teams across Operations, Data Analytics, Application Development, Strategic Sourcing, Procurement, Corporate & Product Strategy, and Legal.• Fostered strong cross-functional collaboration to facilitate process improvements across all FP&A activities and improve the accuracy and clarity of monthly/quarterly financial insights and reporting.• Assessed and evaluated new strategic alliances, in addition to playing a key role in successfully integrating 6 acquisitions into the company's operations.• Enhanced collections processes for accounts receivables by developing dynamic Power BI dashboards utilized by the Accounting and Sales teams, resulting in improved efficiency and accuracy.• Headed the technology workstream during the implementation phase of the Workday enterprise resource planning (ERP) and Adaptive Planning enterprise performance management (EPM) tools.
  • Vizient, Inc
    Operational Finance Manager
    Vizient, Inc 2013 - 2015
    Irving, Texas, Us
    • Drove all financial and operational processes, KPIs, tools, and models to improve long-range planning, budgeting and forecasting, target setting, and cost reduction initiatives.• Implemented Tableau dashboards for the Procurement team, resulting in a decrease in third-party vendor expenditure and enhancing the effectiveness of cost-saving measures.• Worked closely with Project Managers to establish comprehensive project/program standards, processes, and templates, ensuring alignment with organizational goals and adherence to industry best practices.• Enforced compliance with established standards and processes within the Technology team, fostering efficiency and consistency in project execution and delivery.
  • Populus Financial Group
    Manager, Financial Planning & Analysis
    Populus Financial Group 2012 - 2013
    Irving, Texas, Us
    • Private Equity (PE) Backed Company• Managed the loan product P&L for North American ecommerce and storefront operations, in addition to developing, allocating, and managing the annual operations budget.• Led the creation and implementation of strategies aimed at maximizing product performance, resulting in the achievement of financial targets and bolstering the overall success of the business.• Enhanced same-store sales through the development and implementation of transaction levers, optimizing product offerings and surpassing revenue, net income, and associated business objectives.
  • Ford Motor Company & The Epitec Group
    It Finance Project Manager, Business Unit Divestitures
    Ford Motor Company & The Epitec Group 2005 - 2012
    Dearborn, Michigan, Us
    • Supported IT project teams with all financial aspects of the divestiture of 2 business units and 4 brands, involving the separation of hundreds of applications and services.• Conducted monthly global sessions with release leads from North America, Europe, and the Asia-Pacific to establish physicals-based forecasts, resulting in a $30M profit release back to the company.• Oversaw all Transitional Service Agreements (TSAs) and adjusted outbound production support billings for divested units during application and service transitions.• Delivered quarterly corporate accounting guidance on reserve balance adjustments for netting against the sale of business units, ensuring accurate financial reporting.• Automated financial processes and tools for timely and precise department-level forecasts and budgets, enabling the identification of $20M in excess recovery and $2.5M in open purchase orders requiring closure.
  • Key Words Search2
    Areas Of Expertise
    Key Words Search2 2004 - 2004
    Cost control, risk management, financial compliance, financial process improvement, internal controls, mergers and acquisitions (M&A), financial modelling techniques, financial decision-making models, financial data compilation techniques, financial compliance standards, financial control standards, financial process optimization techniques, financial reporting systems implementation, financial automation tools, financial data management techniques, financial performance management systems, financial strategy development processes, financial negotiation strategies, financial leadership techniques, financial management skills, financial risk assessment processes, financial control assessments, financial reporting system development, financial data management solutions, financial performance analysis techniques, financial strategy implementation plans, financial communication strategies, Generally Accepted Accounting Principles (GAAP), account reconciliation, closing procedures, financial modelling and forecasting, budget planning and variance analysis, scenario planning and sensitivity analysis, cost analysis and management
  • Key Words Search1
    Areas Of Expertise
    Key Words Search1 2004 - 2004
    Executive Leadership, Strategic Planning, Corporate Finance Strategy, Financial Management, Financial Planning & Analysis (FP&A), Operations Management, M&A Integrations, Capital Planning, Project Accounting, Vendor Partnerships, Financial Policy & Process Design, Financial Modeling & Reporting, Budget & P&L Management, KPI Development, Process Improvement, Risk Management, Regulatory Compliance, Dashboard Development, Budgeting & Forecasting, Expenditure Control, Team ManagementFinancial strategy, financial decision making, financial forecasting models, financial governance, financial trend analysis, financial performance metrics, financial trend analysis, financial projection, financial statement preparation, financial policy development, financial decision analysis, financial strategy development, financial leadership, financial management, financial risk management strategies, financial compliance regulations, financial reporting standards, financial strategy implementation, financial communication skills, financial presentation skills, financial negotiation skills, financial leadership, financial management, financial risk management strategies, financial compliance audits, financial strategy implementation, financial leadership skills, financial management techniques, financial compliance procedures, financial control procedures, financial reporting guidelines, financial data analysis techniques, financial projection tools
  • Key Words Search4
    Areas Of Expertise
    Key Words Search4 2004 - 2004
    Financial risk assessment, financial analytics, financial leadership skills, financial management techniques, financial compliance procedures, financial control procedures, financial reporting guidelines, financial data analysis techniques, financial projection tools, financial management skills, financial risk assessment techniques, financial compliance procedures, financial control procedures, financial reporting guidelines, financial decision analysis, financial statement analysis methods, financial data compilation, financial compliance management, financial process management, financial reporting procedures
  • Key Words Search3
    Areas Of Expertise
    Key Words Search3 2004 - 2004
    Business Performance Analysis, Capital Budgeting, Profitability Analysis, Financial Compliance, Financial Systems Implementation, Financial Process Improvement, Internal Controls, Strategic Partnerships, Financial Modelling Techniques, Financial Decision-Making Models, Financial Data Compilation Techniques, Financial Process Optimization Techniques, Financial Reporting Systems Implementation, Financial Automation Tools, Financial Data Management Techniques, Financial Performance Analysis Tools, Financial Strategy Development Processes, Financial Negotiation Strategies, Financial Leadership Techniques, Financial Management Skills, Financial Risk Assessment Techniques, Financial Compliance Procedures, Financial Control Procedures, Financial Reporting Guidelines, Financial Decision Analysis, Financial Statement Analysis Methods, Financial Data Compilation, Financial Compliance Management, Financial Process Management, Financial Reporting Procedures, Financial Automation Systems, Financial Data Management Systems, Financial Performance Analysis Tools, Financial Strategy Planning)(Financial Process Improvement, Internal Controls, Financial Ratio Analysis, Break-Even Analysis, Return on Investment (ROI) Analysis, Driver-Based Budgeting, Financial Statement Preparation (Income Statement, Balance Sheet, Cash Flow Statement), Consolidation & Reporting for Multiple Entities, Management Reporting & KPIs, Data Visualization & Storytelling, Budgeting, Forecasting & Reporting Automation, Mergers & Acquisitions (M&A), Financial Automation Systems, Financial Data Management Systems, Financial Performance Analysis Tools, Financial Strategy Planning, Financial Automation Systems, Financial Data Management Systems, Financial Performance Analysis Tools, Financial Strategy Planning
  • Search_1
    Tools & Technology
    Search_1 2004 - 2004
    SharePoint • Lawson • Essbase • PeopleSoft • JD Edwards • Hyperion • Workday • Tableau • Adaptive Planning • SAP BPC • Smartsheet • Excel • Word • Access • PowerPoint • Google Suite • Power BI • Microsoft Office Suite

Jason R. Jack, Mba 🍊 Skills

Forecasting Process Improvement Financial Analysis Leadership Budgets Strategic Planning Analysis Financial Modeling Project Management Cross Functional Team Leadership Business Process Improvement Variance Analysis Business Analysis Analytics Program Management Essbase Microsoft Office Financial Reporting Access Financial Forecasting Accounting Account Reconciliation Peoplesoft Project Planning Pricing Corporate Finance Rfp Rfq Cost Control Operational Streamlining Vendor Partnerships C Level Engagements Resource Optimization Profitable Jd Edwards Sarbanes Oxley Act Negotiation Hyperion Enterprise Acquisition Integration Business Planning Revenue Growth Networking And Relationship Building Compliance Pricing Negotiations Process Standardization Initiatives Productivity Improvement Problem Resolution And Decision Making Multi Tasking In Fast Paced Enviornments Lawson General Ledger Tableau

Jason R. Jack, Mba 🍊 Education Details

  • Syracuse University
    Syracuse University
    Finance
  • Syracuse University - Martin J. Whitman School Of Management
    Syracuse University - Martin J. Whitman School Of Management
    Business
  • Archbishop Molloy High School
    Archbishop Molloy High School
    Ny

Frequently Asked Questions about Jason R. Jack, Mba 🍊

What company does Jason R. Jack, Mba 🍊 work for?

Jason R. Jack, Mba 🍊 works for Csi Pharmacy

What is Jason R. Jack, Mba 🍊's role at the current company?

Jason R. Jack, Mba 🍊's current role is VP of Finance.

What is Jason R. Jack, Mba 🍊's email address?

Jason R. Jack, Mba 🍊's email address is ja****@****inc.com

What is Jason R. Jack, Mba 🍊's direct phone number?

Jason R. Jack, Mba 🍊's direct phone number is +197283*****

What schools did Jason R. Jack, Mba 🍊 attend?

Jason R. Jack, Mba 🍊 attended Syracuse University, Syracuse University - Martin J. Whitman School Of Management, Archbishop Molloy High School.

What are some of Jason R. Jack, Mba 🍊's interests?

Jason R. Jack, Mba 🍊 has interest in Social Services, Children, Economic Empowerment, Civil Rights And Social Action, Education, Poverty Alleviation, Human Rights, Health.

What skills is Jason R. Jack, Mba 🍊 known for?

Jason R. Jack, Mba 🍊 has skills like Forecasting, Process Improvement, Financial Analysis, Leadership, Budgets, Strategic Planning, Analysis, Financial Modeling, Project Management, Cross Functional Team Leadership, Business Process Improvement, Variance Analysis.

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