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.

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.

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.

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.

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.

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.

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.

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.

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.