Jeff Carlsen, Cpa, Fmva Email & Phone Number

Salt Lake City, Ut, Us

Jersey City, Nj, Us

** Quotient acquired by Neptune Retail Solutions in September 2023.-- Oversee global accounting, GL, consolidation, SEC reporting, revenue, A/R and billings, AP, payroll and SOX.-- Lead a multi-national accounting and finance team of up to 45 people, located in the U.S., India, France, UK, and Israel. Five direct reports: US Controller, Int'l Controller, Revenue Director, SEC Reporting Director, SOX Senior Manager. Reporting to the CFO.-- Oversee technical accounting and establish accounting policies.-- Lead finance transformation initiatives for controllership org improving team structure, documentation, reconciliations, and close process. -- Meet quarterly with Audit Committee to review financial results.-- Engage with audit team leadership on an ongoing basis.-- Participated in transactions including due diligence for debt issuance and M&A.-- Promoted to VP level in Jan 2023.

Lehi, Ut, Us

-- Oversee accounting, GL, consolidation, AP, procurement, fixed assets, corporate card, corporate insurance. Team of nine people.-- Manage daily treasury operations and admin (no separate Treasury function at the time).-- Provide ad-hoc financial analysis to executive team (no separate FP&A function at the time).-- Establish and enhanced reporting process, controls, and month-end close procedures-- Write or review technical accounting memos, including ASC 606 (revenue recognition) implementation. -- Evaluated potential M&A deal, presenting findings and recommendations to leadership-- Participated in company's first significant debt issuance and early stages of prep for brining in VC funding.

Lehi, Utah, Us

Hired into this newly created role in anticipation of DigiCert completing a $1.1 billion acquisition of a business from Symantec, Inc (one of the largest tech acquisitions in Utah in recent years) – went from being a small domestic company to the global leader. Explosive growth gave rise to urgent need for an int'l controller to build out international reporting and teams, and ensure accurate US GAAP and statutory reporting compliance across globe. PE backed (Thoma Bravo, TA Associates, Clearlake).-- Build/train/manage the international accounting and reporting teams in EMEA and APJ regions and international team located in the US.-- Established new teams in Dublin and Tokyo to handle global compliance (28 legal entities across 16 countries).-- Partner with tax to support international tax filings. Liaise with legal teams to support corporate secretarial requirements.-- Identify qualified third-party providers and negotiate terms to support our foreign business in complying with local accounting and reporting requirements. Set up and manage all statutory audits and support by local CPA in numerous locations (e.g., Australia, India, Japan, UK, Ireland, China, South Africa and others). -- Run the international month-end close meetings, including review of journal entries and all accounts. -- Work with US GL teams to build consolidated reporting under US GAAP.-- Responsible for major improvements in the month-end financial close process and key control activities around month-end.-- Lead role in acquisition accounting for $1.1B purchase from Symantec and another acquisition of a European competitor (QuoVadis), incl. technical research, creating purchase accounting models, working with valuation firms.-- Performed research and built modeling for complicated debt modification of nearly $2 billion in syndicated financing from over 100 lenders.-- Have traveled to India, South Africa, Ireland, Netherlands, and Japan in support of international finance objectives.

Lehi, Ut, Us

PE-backed by Permira, Spectrum, Silver Lake, and GIC during my time at Ancestry.-- Managed and developed staff and senior accountants on the corporate GL team-- Carry out month-end close on aggressive close schedule, including review and approval of 125+ entries, preparing consolidated reporting, reviewing and understand movement to provide insight on drivers, reviewing approx 350 account reconciliations each month, and holding team accountable to key deadlines. -- Managed accounting for Ancestry’s high-growth DNA business-- Liaised with FP&A in preparing analysis of key metrics and activities in the DNA business-- Prepared monthly Statement of Cash Flows and related variance analysis-- Assist in preparation of senior management monthly close deck. Contributed to monthly financial statement review with CFO and other executives-- Provided direction on accounting policies and procedures, and prepared technical accounting memos-- Developed internal reports utilizing Oracle, Hyperion Essbase, Tableau and other reporting tools

Bellevue, Wa, Us

PACCAR is a multinational, publicly-traded company (23,000 employees) that designs and manufactures the world's best trucks: Kenworth, Peterbilt and DAF. PACCAR also provides leasing and financing services to its customers. My role involved the following:-- Oversee the global consolidation of monthly actuals and forecast (200+ reporting units, 20 currencies)-- Hire, train and develop global consolidation team, including a manager and two senior analysts-- Assist Sr. VP Controller, Corporate Controller and five Division/Operations Controllers with monthly internal management reporting and any ad-hoc projects as needed-- Act as a key corporate contact during close for dozens of accounting controllers, managers and staff at various divisions throughout the world-- Research and propose solutions for complicated, one-off reporting transactions-- Review and approve all intercompany eliminations and other consolidating entries-- Maintain integrity and control of consolidation application (SAP's BFC)-- Ensure accuracy of mapping of dozens of separate GL systems used at various divisions to a central consolidation application-- Analyze and review financial statements and internal reporting packages delivered to executive leadership and sr. management throughout the Company and used in support for our external SEC filings-- Assist external reporting with preparation and review of 10-Q and 10-K filings, including key sections within MD&A and preparation and review of sr. management, Board and Audit Committee presentation decks-- Ensure key controls are performed free of deficiencies and engage with internal control group to ensure SOX documentation is accurate and up-to-date-- Present and train leaders from around the world at PACCAR's "Controller's College" - consistently received highest marks in participant feedback

Everett, Washington, Us

** Intermec was acquired by Honeywell in 2013, eliminating the SEC reporting function at Intermec.-- Managed process of creating and reviewing quarterly and annual financial statement filings to the U.S. Securities and Exchange Commission (SEC)-- Drafted all sections of public filings and worked with internal and external resources to ensure quality -- Negotiated and established project timelines with company directors and officers-- Engaged with external audit team to ensure prompt response to all audit inquiries and requests-- Improved the consistency and quality of reporting process, organization and documentation-- Implemented WebFilings (Wdesk) to improve quality of filings and consolidate duplicate work streams-- Wrote technical memos for management and external auditors-- Consolidated financials of approx. 25 subsidiaries into monthly management reporting packages-- Calculated and monitored activities related to stock options, PSUs and RSUs-- Prepared the statement of cash flows

Seattle, Washington, Us

-- Prepared monthly, quarterly and annual SEC filings (8-K, 10-Q and 10-K ), including support and tie-out of monthly sales release, quarterly earnings releases and conference call scripts for CFO and CEO.-- GAAP technical research and drafting white papers.-- Created monthly cash flow statement and balance sheet, including variance analysis-- Performed 123R (ASC 718) responsibilities, including: forecasting, budgeting, option grant assumptions analysis, and monthly option expense; incl. ESPP issuances, PSUs and restricted (nonvested) stock awards.-- Performed monthly account reconciliations and post JEs, including analyzing one-off transactions and recommending proper accounting entries.-- Managed 401(k) reporting (11-K & Form 5500). Lead multi-party team and establish timelines for deliverables, preparation of financial statements, and review of document including by CFO and auditors. Supervised and reviewed work of sr. accountant in workpaper prep and drafting of Notes.-- Calculated weighted average shares outstanding each month and tracked all events having a shares impact on the company.-- Advanced Excel user and some baseline knowledge of Visual Basic for Applications (VBA macros). I'm always striving to make significant process improvements, especially through the use of technology and streamlining workflow. Had success using VBA macros to cut many hours from the accounting close process.-- XBRL. Evaluated and implemented XBRL solution. Created the company's first XBRL filing documents. Identified tools for doing fast and efficient review of tagging. Worked with many XBRL providers, including Rivet, RR Donnelley, and WebFilings (Wdesk) to achieve error-free XBRL compliance. Acted as subject matter expert to Nordstrom management and played a key role in training team on XBRL requirements and compliance.-- Supported numerous ad-hoc projects.

London, Gb

Performed financial statement audits. Lead day-to-day activities of audit staff on multiple clients as a Senior at Ernst & Young in Seattle. Past audit clients include: K2, Esterline (Korry Electronics), UniSea Inc., Quellos, Univar, Imperium Renewables, PACCAR, Cutter & Buck, Tommy Bahama, Mutual of Enumclaw, Trubion, Dharma Therapeutics, Xcyte Therapies, Lockdown Networks.Experience with variety of industries: biotech, CleanTech, tech, retail, aerospace, chemical distribution, manufacturing, investment mgmt., insurance.Diverse experience: -- Startups to multi-billion dollar companies-- International, including IFRS-- Public companies (SOX, 10-Q, 10-K, 8-K, 11-K, Proxy Starements)-- Benefit plans, (defined-benefit, defined-contribution, incl. 11-K)-- Statutory insurance audits (yellow book)-- Mergers-- First audits and final audits

Selected to this highly competitive campus job where I worked directly with the Controller of Brigham Young University's College of Biology and Agriculture (Bio-Ag) to carry out the daily accounting tasks and ad-hoc projects while attending BYU as a full-time accounting student. This job included tracking and reconciling the college endowment and operating funds using PeopleSoft and QuickBooks, and assisting the college's Controller with projects and improvements in the record-keeeping processes.