Jeff Lance Email & Phone Number

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.

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.

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.

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

Mba, Finance

Bs, Finance