Jeff Lance

Jeff Lance Email and Phone Number

Senior Finance, Accounting and Operations Professional, BS/MBA - Finance
Jeff Lance's Location
Cerritos, California, United States, United States
Jeff Lance's Contact Details
About Jeff Lance

SENIOR LEVEL FINANCE, ACCOUNTING AND OPERATIONS PROFESSIONAL15+ year’s hands on experience providing fiscal, strategic, and operational leadershipProven ability to improve operations, impact business growth and maximize profits through demonstrated focus in financial management, revenue maximization, cost containment, internal controls/processes and productivity and efficiency improvements. Perform a broad range of functions quickly and in high paced/stress environments. My background includes direct hands on financial, accounting and operational leadership roles within both large ($750M+) and small ($20M) public/private firms. Prior senior management roles with direct oversight and expertise related to the following functional and operational areas:•C-Level, executive management team, board and equity partner reporting and presentations.•Budgeting and forecasting of revenues, expenses, margins/EBITDA, cash flows, all financial ratios and KPI’s with complex financial/Excel modeling; detailed variance analysis reporting and narratives.•Full cycle accounting, GAAP compliance with financial statement preparation including P&L; Balance Sheet; Income and Cash Flows.•Sarbanes Oxley, IFRS, revenue recognition including fixed price and estimate to complete project accounting with related modeling; all internal/external financial and operational auditing related activities.•Month; Quarter and Year End close cycles; executable schedules to ensure compliance to internal/external deadlines and accounting standards.•General Ledger; A/R; A/P; Invoicing; Journal Entries; Accruals; Deferrals; Foreign Currency; Fixed & Capital Asset management along with inventory tracking•Finance; Accounting; HR/Benefits; Payroll; I.T.; Corporate Insurances; Facilities; Banking Relationships; Taxes; and Logistics. •Headcount, labor and capacity planning, resource utilization, salary and bonus plan management•Product and service pricing with detailed modeling; market benchmark analysis •Staff Development; Team Building; Mentoring; Coaching; Performance Improvement Plans (PIPs)•Proficient with Microsoft Office Suite; advanced Excel user (ex: pivot tables; vLookups; sumifs; etc)•Recent system/platforms include MicroSoft Dynamics AX; Financial Force/SalesForce; Oracle Hyperion Planning; SharepointMBA ● Finance ● Cal State Long Beach ● Long Beach, CABS ● Finance ● Cal State Long Beach ● Long Beach, CA

Jeff Lance's Current Company Details

Senior Finance, Accounting and Operations Professional, BS/MBA - Finance
Jeff Lance Work Experience Details
  • Kofax, Inc.
    Director, Professional Services Finance & Operations
    Kofax, Inc. Sep 2011 - May 2019
    Irvine, Ca
    Kofax Inc, Irvine, CA; $500M Process Automation Software ProviderAcquired by Thoma Bravo as a portfolio company in July 2017.•Annual budget, monthly/quarterly forecasting, revenue; expense; burdened costs and margin variance analysis for a Professional Services division with $48M in revenue and 185 employees•Lead Operations Support team responsible for project set up, order fulfillment booking; time entry input/accuracy, and invoicing for 1,000+ corporate accounts/projects.•Month end close cycle including all accruals, journal entries, revenue recognition/reporting. (T&M/Fixed Price); Inter-company cost transfers, FX/Foreign Currency impact, Cash Flow Forecasting, GL review/audit, SOX compliance, overall P&L/Balance Sheet management•Lead reporting responsibilities for all KPI’s including backlog, bookings, utilization, headcount, effective hourly bill rates, book/bill ratio’s and Software license/bookings attach rates.•Responsible for quarter-end Board package along with all financial/operational metric related reporting for C-Level executive management team, Board, and Equity Partner owners.•Preparation of analytical commentary to explain actual vs expected results•Drafting of all divisional variable compensation/bonus plans along with models that have improved planning, forecasting, and accrual accuracy in addition to “on time” payouts.•Improved bottom line margin %/EBITDA 2x during my tenure managing financials.•Report directly to EVP of Customer Success Operations with 7 direct reports.
  • Vision Solutions
    Director, Customer Care Business Services
    Vision Solutions Aug 2008 - Aug 2011
    Irvine, Ca
    Vision Solutions Inc, Irvine, CA; $190M High Availability, Disaster RecoveryAcquired by Centerbridge Partners, April 2017; merged with "Syncsort"; now operating as "Precisely"•Direct oversight of annual renewal process for 20,000 global support contracts with related invoicing and collections, $105M annual revenue budget.•Primary contact for all decisions and approvals related to pricing, discounts, concessions, and contract interpretations, direct interaction with C Level Executives and Senior Management for Sales and FP&A.•Reduced 60/90/120+ day A/R by approx $4M (60%) within first 90 days•Improved “On Time” renewal rates globally from 11% to 50% by end of first year•Reported directly to Senior Vice President of Customer Care with 9 direct report.
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  • Cri (Contract Recruiting Inc.)
    Vp Of Finance & Administration; Controller
    Cri (Contract Recruiting Inc.) May 2006 - Jul 2008
    Torrance, Ca
    Contract Recruiting Inc. (“CRI”), Torrance, CA; $20M; Recruitment Process Outsourcing Acquired by Manpower Business Solutions in April 2008•Direct oversight of all Corporate Accounting including Accounts Payables, Accounts Receivables, Cash Management, Invoicing, General Ledger, Balance Sheet, Income Statement, Fixed and Capital Assets and Revenue Recognition reporting.•Responsible for annual budget, monthly/quarterly forecasting, revenue; expense; burdened overhead costs and margin variance analysis for Senior Management and Board of Directors.•Management oversight of Human Resources including Payroll & Benefits, Legal affairs, Corporate Insurances, Banking relationships, Taxes, I.T., Real Estate Leases and Facilities.•Designed and developed Sales pricing models which allowed for quicker RFP/RFI turnaround times to clients, and more accurate assessment of true net margins on each deal.•Minimized risk to firm by revising employee handbook; implementing Performance Improvement Plan processes; daily monitoring of exempt vs. non-exempt classification and time reporting; clarification and redefining of job titles and functional descriptions.•Primary interface with CEO on merger/acquisition resulting in sale of firm to Manpower Inc.•Reported directly to CEO with 6 direct reports.
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  • Apx Logistics Inc.
    Sr. Manager Of Corporate Finance And Planning
    Apx Logistics Inc. Mar 2005 - Mar 2006
    Santa Fe Springs, Ca
    APX Logistics, Santa Fe Springs, CA; $700M; Small Package Shipping Consolidator/DistributorAPX filed Chapter 11 bankruptcy and ceased operations in March 2006 •Corporate budgeting, forecasting, variance analysis and management reporting for 40 warehouse operations and 1,800 employees throughout North America. •All finance & accounting closing cycles with related system entries (accruals; deferrals; journal entries; etc.) and reporting schedules (depreciation/amortization, cash flow, etc.).•Created new "per head" expense analysis to provide more accurate margin/profitability reporting and long term forecasting capability.•Streamlined and automated entire financial reporting process by providing packages electronically and via server hosted folders cutting month end close from 7 days to 4 days.•Reported directly to VP of Finance/CFO

Jeff Lance Skills

Budgeting Financial Reporting P&l Auditing Cash Flow Strategic Planning Team Building Mergers Financial Analysis Business Management Business Strategy Analysis Sap Customer Relations Sox Business Analysis Business Planning Excel Planning Process Engineering Financial Modeling Erp Operations Management Cross Functional Team Leadership Financial Management Financial Planning Change Management Team Leadership Customer Service Microsoft Office Contract Negotiation Competitive Analysis Compliance Outlook Problem Solving Integration Word Powerpoint Budgets Business Process Managerial Finance Leadership Mergers And Acquisitions Management Project Planning Strategic Financial Planning Forecasting Sarbanes Oxley Act

Jeff Lance Education Details

Frequently Asked Questions about Jeff Lance

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

Jeff Lance's current role is Senior Finance, Accounting and Operations Professional, BS/MBA - Finance.

What is Jeff Lance's email address?

Jeff Lance's email address is je****@****fax.com

What is Jeff Lance's direct phone number?

Jeff Lance's direct phone number is +156241*****

What schools did Jeff Lance attend?

Jeff Lance attended California State University-Long Beach, California State University-Long Beach.

What skills is Jeff Lance known for?

Jeff Lance has skills like Budgeting, Financial Reporting, P&l, Auditing, Cash Flow, Strategic Planning, Team Building, Mergers, Financial Analysis, Business Management, Business Strategy, Analysis.

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