Jeffrey Chalmers Email & Phone Number

San Francisco, CA, US

Finance executive responsible for Finance, HR, IT and facilities. Continuously seeking to enhance the finance department, making things easier for the organization and facilitating growth, while maintaining appropriate controls and procedures as the organization grows.

San Jose, California, US

Lead accounting and finance teams to improve financial effectiveness. Help organizations create a culture of continuous improvement through training and consulting. Incorporate collective knowledge and experience into an innovative solution, which revolutionizes the way accounting teams work together.

Fairfax, VA, US

Designed weekly and monthly KPI dashboards in consultation with business unit leaders, resulting in early identification of adverse and favorable business trendsActing CFO role during CFO transition and maternity leaveDeveloped high level models to forecast Media business yields and periodic reporting against the key assumptionsRe-engineered Oracle.

US

• Implemented Softrax software revenue (97-2) accounting system
• Responsible for all external reporting, including SEC reporting on Forms 10K, 10Q and 8K
• Developed Pivot and macro-based Excel tools to track bookings, revenues and deferrals
• Prepared quarterly forward guidance forecast for CEO and CFO
• Managed worldwide finance, treasury and tax functions, in Canada, Japan and India

• Proactively determined revenue recognition models according to SOP 97-2 and SAB101
• Develop sales compensation program and reseller/referral partner program
• Created sophisticated return-on-investment models for customers

US

• Developed sophisticated business forecasting and planning models, including contribution margin analyses used to support 300% growth
• Successful negotiation, completion and integration of two mergers
• Prepared weekly forecasts of quarterly bookings and revenues under SOP 97-2
• Key partner with sales team to structure complex deals complying with revenue recognition rules

• Implemented MRP features within ERP system, including sales forecasting, product cost roll-up and MRP reporting
• Key member of Series E financing team, responsible for financial model and due diligence
• Developed sophisticated cost/benefit model which lead to multi-million dollar customer deal

• Key financial contributor to Initial Public Offering - April 1997
• Prepared SEC reporting, including 1996 and 1997 financial statements and 10Q/10K filings
• Implemented Solomon IV accounting system and Equity Edge stock option software
• Participated in merger with E&S including due diligence, SEC filings and transition

GB

• Planned worldwide engagements and directed teams for public technology clients
• Participated in initial public offerings and mergers and acquisition transactions
• Clients included Borland, Documentum (acquired by EMC), Qualcomm, General Atomics, HNC Software (acquired by Fair Isaac), ICT, NetDynamics (acquired by SUN), NexGen (acquired by AMD), Puma Technology, Sherpa.