Jay Perry Email & Phone Number

Hayward, CA, US

• Provided leadership, created overall strategy, and managed the implementation of initiatives designed to build Davis Street’s long-term financial stability. Responsible for overall management of Accounting, Information.
• Ensured UDS (Uniform Data System), FFR (Federal Financial Report), OSHPD (Financial disclosure report) and BPR (Budget Performance Report) compliance.
• Satisfied NOA (Notice of Action) for fiscal items related to the HRSA Operational Site Visit Compliance Audit.
• Improved compliance rating with State of California to transition agency from conditional status to normal status caused by prior compliance issues for over $8 million in contract revenues.
• Cash flow forecasting and sourcing of funds.

Concord, CA, US

• Oversaw the accounting, cash management, technological and administration functions of one of the larger non-profit organization in Northern California supervising a staff of 10. Developed, produced and presented.
• Recruited and developed Board members for oversight and governance.
• Oversaw annual Single Audit.
• Supported and engaged Board Finance and Audit Committee.
• Guided Budgets and Planning.
• Created Strategic Plan including cascading goals.

• Developed corporate retail platform and business, finance and operational practices for new store program. Performed financial modeling and reporting including strategic analysis, budgeting and planning. Developed.
• Developed business in conjunction with the VP of Retail to expand sales and control costs leading to expanded, national responsibilities.
• Outsourced services generating over $500 thousand in annual savings and the variable cost structure.
• Initiated VOIP phones for Thomasville Stores with a net savings of over $75 thousand per year.
• Instituted the controls necessary to comply with Sarbanes Oxley requirements for computer user control and consistent application usage.
• Increased rate of flow of inbound cash (and lowering cost) by consolidating banking, automating cash sweeps and controlling electronic funds transfers.

• Managed accounting, information technologies and human resources departments. Oversaw month end close, created and presented management reports. Prepared taxes reports and forms including State Board of Equalization.
• Redesigned monthly inter-company transfer system utilizing serialized Excel spreadsheets for better controls.
• Redesigned key reporting systems leading to timelier decision-making.

• Assisted the controller with the management of the accounting, information technologies and human resources departments. Prepared month end journal entries and month end, reconciled accounts and provided reporting..
• Designed and implemented bar code manufacturing tracking system that reduced data entry by 75% and expanded real time reporting capability and customer service.

Financial activities of start-up company included incorporation and required reporting. Directed all aspects of accounting including financial reporting, general ledger, sub-system interfaces, credit, collections, accounts payable, cash, banking, product costing, fixed assets, budgeting and forecasting. Assessed and implemented company development and.

Managed accounting for a retail service company. Provided management with monthly reporting and variance analysis including cash forecasting yearly business plan and budget.

Wrote and posted journal entries, reconcile bank accounts, and analyze balance sheet and expense accounts. Reviewed and distributed internal financial reports. Maintained chart of accounts and financial statement formats.

Prepared financial reports for corporate and external distribution of yearly operating budgets, capital budget and five-year plan. Worked with district offices in preparation of all plans and variance information.

Stanford Innovation And Entrepreneurship Certificate

Innovation Masters Series, Design And Innovation

Mba, Business Administration And Management, General

Bs, Finance