Jeffrey Hauser Email & Phone Number

Strategic & Financial Planning | Budgeting and Forecasting | Accounting | Working Capital Management | Financial Reporting & Analysis | Accounting System Implementations | Process ImprovementAccomplishments• Reengineered accounting and reporting for $200m social services provider, $100m logistics company, and $30m consumer products distributor• Designed and automated financial, sales, and operational dashboards with key performance indicators• Managed $15m health care company to profitability - revenues increasing by 60% while holding costs to 15%• Decreased monthly accounting closing cycle time from 20+ days to 5 days in just 3 cycles• Decreased DSO by 18 days through new credit policies and efficient customer-focused invoicing practices• Procured $10 million revolving line of credit and a $6 million term loan• Successfully renegotiated rent and terms on leases of corporate headquarters and a warehouse• Outsourced record retrieval processing for a health care provider increasing profit margins by 24%• Led M&A efforts, due diligence, closing, and post-closing integration of a health care services provider, a consumer products distributor, and 10 regional staffing companies• Provided financial support for 2 successful exit transactions by private equity sponsors• Facilitated data consolidation involving 3 separate operating systems and an accounting system• Led 3 successful new accounting system conversion and implementation projectsKey Skills• Strategy and Planning – identification and execution of short-term and long-term strategic initiatives• Budgeting and Forecasting – budgeting, periodic flash reporting, operational and sales dashboards, key performance metric (KPI) measurement, short-term and long-term financial forecasts• Accounting – implementation of accounting systems, internal controls, oversight of monthly accounting close and financial statement preparation, point of contact for auditors• Working Capital Management – cash flow planning, monitoring and improvement of collections, credit policies, planning disbursements based on capital availability, maintenance of vendor relationships• Financial Reporting and Analysis – MD&A, business segment profitability, new investment opportunity analysis• Banking – term and revolver loan management, borrowing base certificates, covenant compliance• Finance Team Development – recruitment, training, work allocation, evaluation• Stakeholder Relationships – CEO’s, shareholders, Board of Directors, Private Equity sponsors, bankers• NetSuite, GP, Sage Intaact, Quickbooks, Xero

Listed skills include Mathematics, Financial Systems, Development, Accounting Systems, and 38 others.