Jeffrey Harmon Email & Phone Number

North Mankato, Mn, Us

I drive data-driven decisions at Taylor Communications, Inc. by leading financial analysis and forecasting efforts. Collaborating closely with business and finance leaders, I ensure accurate margin analysis, identify profitability drivers, and support strategic initiatives. My role includes developing financial analysts, participating in leadership teams, and improving financial planning processes for enhanced predictability.Key Responsibilities:• Lead financial analysis and forecasting efforts, ensuring accurate margin analysis and profitability insights.• Develop financial analysts into effective business partners.• Actively participate in business unit leadership teams.• Provide decision support for strategic initiatives.•Drive continuous process improvements in financial planning.

Cincinnati, Oh, Us

Partnered with division CEO to drive margin expansion through above market revenue growth and cost control. Created driver-based revenue and sales reporting resulting in more insightful and reliable forecasts.Primary Responsibilities:• Prepared monthly and quarterly Board of Director and Executive Committee meeting decks• Created standardized KPI reporting for business unit to be referenced in the monthly President meetings• Provided detailed variance analysis, including key driver indicator identification, and present findings and recommendations to Senior Management• Analyzed SG&A trends to identify opportunities for cost mitigation achieving a 3% savings versus budget

New York, Ny, Us

Reported to the VP of Finance in a leadership and operational finance role responsible for partnering with the Region President on Finance needs across the four markets, 24 business units comprising the Ohio region. Responsible for steering the financial planning and analysis process in order make the best short-term and long-term business decisions, while driving process improvement by optimizing operations which affect regional profitability.Primary Responsibilities:• Formulated and controlled annual operating budget for two regions with a value of $71M and $38M (EBITDA)• Prepared various cost analysis and facilitated changes in procedures to increase efficiency, one of which saved $60K the first year• Led process to develop and publish standard reporting packages for the various levels of management reporting, including reporting dashboards for executive management• Improved budget development and reporting process for the line managers leading to greater ownership of expenses• Performed customer margin analysis and worked with terrestrial and digital sales staff to maximize ROI• Supported accounting on monthly/quarterly close processes, including GL entry preparation and reasonability checks resulting in a reduction of post-month adjusting and reversing entries

Rosemont, Illinois, Us

Key member of the Division Finance and Accounting management team that supported 10 North American Manufacturing locations with combined revenues over $450M, and several global locations. Also managed two employees who performed the Accounts Receivable, Fixed Assets tracking, Master Data functions, and month end accounting entries for the Division.Primary Responsibilities:Financial Analysis: Partnered with division leaders to provide analysis that helped achieve Division objectives. This included analysis in areas such as P&L performance, customer margins, working capital, and operational metrics. Correspondingly, identified performance issues, highlighted trends, and quantified improvement opportunities to drive change and increase value to the organization.Forecasting & Budgeting: Significantly involved with the quarterly forecasting (Earnings and CapEx) and annual budgeting activities. This involvement included preparation, review, and analysis of forecasts and budgets.Compliance: Responsible for internal controls, policy and procedure development, and working with plants to ensure compliance objectives were met. This included identifying areas for improvement, standardizing practices across plants, and assisting in centralization.

Cincinnati, Oh, Us

• Managed a team of financial analysts in providing support to the Long-Term Care business segment across the 220+ pharmacy locations; train new analyst and performed all aspects of performance review process• Responsible for planning, reporting, forecasting, and budgeting of the Long-Term Care business segment annualized operating expenses and cost of sales of $500 million• Built a delivery expense forecasting model achieving a variance of less than 1% to actual spend on a $140 million annual budget• Created a daily weight factor model for delivery expense which is used in forecasting, budgeting and ad-hoc analysis• Driving and monitoring cost savings initiatives of $15 million on various non-drug purchasing items• Partnered with project leads and department heads in accounting, tax, treasury, and other key departments to streamline communications and develop and deploy methods for tracking and report financial wins/losses

Cincinnati, Oh, Us

Provided assistance to the Senior Finance Manager with items I took over when promoted to Lead Senior Financial Analyst (listed above).

Cincinnati, Oh, Us

Co-lead and developed the revenue accounting team consisting of eight staff accountants for the Long-Term Care business segment consisting of approximately 220 active pharmacies, 20+ retail pharmacies and several specialty business lines, with$4.6 billion in sales and 112 million prescriptions dispensed.• Built and streamlined month end revenue accounting models cutting close period from four days to three by: standardizing models, automating data inputting, incorporating checks and balances, and creating summary reporting for managers• Calculated and allocated general ledger entries for 40+ pharmacy revenue streams to appropriate business units• Performed month end close to reconcile accounts, make closing entries, and prepare monthly financial statements• Performed revenue trend analysis to check for accuracy and reasonableness• Mentored, trained, and reviewed the work of 3+ staff accountants; provided performance feedback to managers

Cincinnati, Ohio, Us

Developed and maintained accurate and detailed accounting records within Capital Markets Operations pertaining to commercial derivatives with market values in excess of $800 million.• Coordinated month end accounting activities with other departments, lines of business and affiliates• Reconciled and resolution of outages from complex accounts• Identified opportunities to improve the accounting processes and played a key role in the integration of new accounting systems• Ensured compliance with Bancorp accounting policies and Generally Accepted Accounting Principles

New York, Ny, Us

Responsible for all aspects of day-to-day accounting for mutual funds and institutional funds.• Daily processing and accounting for mutual funds including equity, bond and money market funds• Prepared timely and accurate Net Assets Values, yields, distributions, and other fund accounting output for internal use, custodial banks and/or third-party administrators• Reconciled accounts and researched securities in Fund portfolios for the purpose of ensuring proper accounting treatment and compliance with SEC, tax, and prospectus restrictions and limitations