Jeff Lerman

Jeff Lerman Email and Phone Number

Director of Financial Planning and Analysis @ Enzymedica
Sarasota, FL, US
Jeff Lerman's Location
Sarasota, Florida, United States, United States
Jeff Lerman's Contact Details
About Jeff Lerman

Controllership/Finance and Accounting Leadership Financial Planning & Analysis Leadership Private EquityTreasury ManagementBudgeting Planning and Forecasting developmentBusiness Partner/Financial LiaisonAdvanced Pricing and MarginsStrategic Advisory Sales Planning & AnalysisBusiness Process Automation SQL Server Database Reporting/Data management Advanced Financial Modeling and Tool BuildingAdvanced analytics and insights Cost Accounting (Standard Cost)ASQ Certified Six Sigma Black Belt

Jeff Lerman's Current Company Details
Enzymedica

Enzymedica

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Director of Financial Planning and Analysis
Sarasota, FL, US
Website:
enzymedica.com
Employees:
102
Jeff Lerman Work Experience Details
  • Enzymedica
    Director Of Financial Planning And Analysis
    Enzymedica
    Sarasota, Fl, Us
    View
  • Certified Collectibles Group (Ccg)
    Vice President Of Fp&A And Treasury
    Certified Collectibles Group (Ccg) Sep 2024 - Present
    Sarasota, Florida, Us
    Responsible for all strategic FP&A, Treasury functions, Accounts Payable, and Supply Chain. I lead and empower teams to cultivate financial discipline and accountability in a high-powered PE environment, ensuring that every dollar spent aligns with our strategic plan and serves a defined purpose.
    View
  • Certified Collectibles Group (Ccg)
    Director Of Strategic Finance And Corporate Development
    Certified Collectibles Group (Ccg) Mar 2024 - Sep 2024
    Sarasota, Florida, Us
    View
  • Enzymedica
    Fp&A Director And Controller
    Enzymedica Jan 2023 - Mar 2024
    Venice, Florida, Us
    View
  • Enzymedica
    Director Of Financial Planning And Analysis
    Enzymedica Dec 2021 - Dec 2022
    Venice, Florida, Us
    Strategic role heading up financial business insights and analytics, periodical report development, and automation through SQL and FP&A software solutions
    View
  • Enzymedica
    Financial Planning And Analysis Manager
    Enzymedica Aug 2019 - Dec 2021
    Venice, Florida, Us
    Passionately lifting the business to new heights of analytics through financial transformation and partnerships.
    View
  • Direct Energy
    Sr. Analyst, Pricing And Financial Reporting
    Direct Energy Feb 2017 - Aug 2019
    Houston, Texas, Us
    Responsible for making a pricing recommendation that enabled the business to achieve the Business Plan strategic objectives and targetsDeveloping comprehensive financial modeling and reporting for margin, sales, and COGs, pricing/claims analytics, variance analysis, and data-driven strategic support to functional and senior leaders for collective decision-making.Reporting product margin insights and analytics with strategic analysis and recommendations for enhancing product margin performance, sales productivity, and overall profitabilityLifted the business to new heights of analytic capabilities while eliminating manual data processing by 100% through the deployment of SQL Server and SSRS report development and semi-automationResponsible for SQL Server report development for pricing, product margin, sales, customer count, and customer portfolio metrics (customer retention) for the home protection business
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  • Direct Energy
    Senior Financial Analyst, Commercial Decision Support
    Direct Energy Sep 2014 - Feb 2017
    Houston, Texas, Us
    Responsible for FP&A modeling: financial planning, budgeting and forecasting, contribution margin, and balance sheet activity for high growth businesses: sales, volume, pricing, mix, customer product portfolio, COGs (estimating claims), and monthly business reviews Created a bottom budgeting platform for home protection businesses with built-in sensitivities for leading indicators (KPI’s) for the Financial Planning and Analysis team.Developed robust data analytics and financial reporting structure for fast-growing protection plan based businesses still in use by Financial Planning and Analysis for month-end reporting
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  • Valpak
    Franchise Financial Consultant
    Valpak Jun 2011 - Sep 2014
    St Petersburg, Florida, Us
    Provided financial and business consulting to Franchisees mainly in the South region. Specializing in all areas of finance and business analytics with hands-on business and operational support to help drive and wholesale/retail revenue, profitability, free cash flow, and increase liquidity.
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  • Valpak
    Senior Cost Analyst, Operations-Finance
    Valpak Mar 2009 - Jun 2011
    St Petersburg, Florida, Us
    Responsibilities included Cost of Good Reporting and monthly rollup of the Cost of Goods Sold portion. A heavy emphasis on Fixed and Variable variances to budget or forecast line items as related to changes in: volume, rate, usage /efficiency. Other ownership consisted of: inventory management /control and reconciliations, ERP (SAP) operational transaction integrity, budgeting and forecasting (short and long range), and creating cost models as needed
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  • Oldcastle Lawn & Garden
    Assistant Controller
    Oldcastle Lawn & Garden Mar 2008 - Feb 2009
    Dublin, Ie
    Main responsibilities included daily accounting functions and controls, weekly forecast, financial statement (BS & P&L) preparation, balance sheet reconciliations, bank reconciliations, weekly and monthly journal entries, daily/weekly financial and production reports, variance analysis, BOM and raw / FG inventory control, month end adjustment and closing entries, AP analysis and posting, operational performance tracking for remote sites, and process improvement initiates
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  • Wellcraft Marine Corp
    Senior Cost Analyst, Operations
    Wellcraft Marine Corp Feb 2006 - Feb 2008
    Primary job functions consisted of weekly/monthly metric/financial analysis, daily control of plant spending and variable overhead cost reduction initiatives, financial benchmarking operations performance: labor, overhead versus remote facility locations, annual budget preparation, and analyzing variances (material usage, labor versus standard while developing / recommending plans of action for improvement
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Jeff Lerman Skills

Forecasting Analysis Process Improvement Budgets Analytics Six Sigma Finance Financial Modeling Accounting Strategic Planning Variance Analysis Cost Accounting Business Development Financial Reporting Business Strategy Marketing Strategy Consulting Gross Profit Analysis Pricing Strategy Consolidated Financial Statements Free Cash Flow Ebitda Turnaround Strategy Gross Margin Deferred Revenue Corporate Fp&a Data Warehousing Data Mining Lead Generation Microsoft Sql Server Financial Metrics Kpi Dashboards Direct Marketing Kpi Implementation Annuity Sales

Jeff Lerman Education Details

  • Hodges University
    Hodges University
    Business Management

Frequently Asked Questions about Jeff Lerman

What company does Jeff Lerman work for?

Jeff Lerman works for Enzymedica

What is Jeff Lerman's role at the current company?

Jeff Lerman's current role is Director of Financial Planning and Analysis.

What is Jeff Lerman's email address?

Jeff Lerman's email address is jl****@****.rr.com

What is Jeff Lerman's direct phone number?

Jeff Lerman's direct phone number is +172754*****

What schools did Jeff Lerman attend?

Jeff Lerman attended Hodges University.

What skills is Jeff Lerman known for?

Jeff Lerman has skills like Forecasting, Analysis, Process Improvement, Budgets, Analytics, Six Sigma, Finance, Financial Modeling, Accounting, Strategic Planning, Variance Analysis, Cost Accounting.

Who are Jeff Lerman's colleagues?

Jeff Lerman's colleagues are Samantha Schnell, Sarah Hart, Gary Feraci, Kristen Riley, Carolyn Colontonio, Cindy Schwinn (Tomek), Greg Dechow.

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