Jeffrey Rooks, Mba, Cpa

Jeffrey Rooks, Mba, Cpa Email and Phone Number

Controller at Marquee Dental @ Marquee Dental Partners
Jeffrey Rooks, Mba, Cpa's Location
Nashville Metropolitan Area, United States, United States
Jeffrey Rooks, Mba, Cpa's Contact Details

Jeffrey Rooks, Mba, Cpa work email

Jeffrey Rooks, Mba, Cpa personal email

About Jeffrey Rooks, Mba, Cpa

“Working hard for something we don't care about is called stress; working hard for something we love is called passion.” -Simon Sinek

Jeffrey Rooks, Mba, Cpa's Current Company Details
Marquee Dental Partners

Marquee Dental Partners

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Controller at Marquee Dental
Jeffrey Rooks, Mba, Cpa Work Experience Details
  • Marquee Dental Partners
    Controller
    Marquee Dental Partners Aug 2024 - Present
    Brentwood, Tennessee, Us
  • Marquee Dental Partners
    Assistant Controller
    Marquee Dental Partners Nov 2023 - Aug 2024
    Brentwood, Tennessee, Us
  • Liquid Intelligence
    Advisor
    Liquid Intelligence Apr 2020 - Present
    Liquid Intelligence has created a set of algorithms that allow artificial intelligences to access internal and/or external networks of Big Data, in order to sew together fabrics of information together. The artificial intelligences are able to perceive this information through the technology of the Q Language – a language that possesses all of the complexity, structure and precision that other languages do, but now relies on the processes of human languages as well – intelligence, symbolism, and abstract speech.Uses Natural Language Processing and Understanding (NLP and NLU), “Machine Learning”, “Deep Learning”, and neutral networks.
  • Specialty Dental Brands
    Assistant Controller
    Specialty Dental Brands Oct 2022 - Nov 2023
    Nashville, Tennessee, Us
    Dental services organization with 250+ locations across the United States• Lead Corporate Accounting function for 450M organization.• Maintain oversight and control of the consolidated balance sheet with emphasis on Corporate-related accounts and activity.• Developed financial models for tracking, insight, and reporting for departmental spend.• Investigate fluctuations within Balance Sheet and Income Statement accounts and reporting findings and causes during departmental meetings.• Develop and maintain a system of policies and procedures for the SDB Corporate Accounting Department.• Assist with the development of policies and procedures for the SDB Accounting Department.• Provide primary support for external audit and tax-related activities,• Assist with preparation of external financial reports, related footnotes, and specialized memos.• Implemented ASC842 for organization with 250+ operating and capital leases.• Implemented LeaseQuery, a specialized software for ASC 842• Lead re-implementation of Sage Intacct
  • Lbmc Staffing Solutions, Llc
    Financial Planning And Analysis Consultant
    Lbmc Staffing Solutions, Llc Oct 2021 - Oct 2022
    Brentwood, Tn, Us
    Accounting Consultant, Specialty Dental Brands, Nashville, TNDental Services Organization with 250+ locations across the United States• Coordinate and assisted with completion of annual external audit.• Assist with month-end closeAccounting Consultant / Financial Analyst, Des – Case Corporation, Nashville, TNGlobal manufacturer of filtration, storage, and breather technologies to keep lubricants clean and dry.• Assist the Chief Financial Officer with financial planning, budgeting, and forecasting activities including building financial models to evaluate material price fluctuations, sales forecasting and budgeting, and transfer pricing• Assist with Month-End Close / Year-End Close• Coordinate interim and year end audit procedures with external audit firm, Baker Tilly• Evaluate lease accounting standards impact on organization and prepare calculations for financial statement restatement• Evaluate transfer pricing impact between corporate divisions
  • Richland Building Partners, Llc
    Chief Operating Officer
    Richland Building Partners, Llc Jun 2019 - Sep 2021
    Single-Family / Multi-Family developer based in Nashville, TN. Development of estimates and budgets for projects ranging from 300k – 21M.• Responsible for permitting, contracting, estimation, budgeting and forecasting for single-family and multi-family developments• Coordinated architectural and civil engineering plans to ensure smooth permitting process• Managed post-concept relationship with architect and engineers to ensure completeness of plans for accurate budgeting and forecasting.• Initially responsible for recording, approving, and initiating accounts payable activities for all subcontractors• Developed financial models for planning and predicting budget amounts as well anticipated gross margin per project• Negotiated supplier discounts and subcontractor agreements, managed vendor relationships, negotiated and drafted investor agreements.• Preparation and initial presentation of investor budgets for contracting purposes.• Preparation and presentation of periodic budget to actual results• Initial implementation of construction and project management system, Buildertrend• Reviewed architectural plans using Bluebeam Revu
  • Stryder Intelligence
    Co-Founder
    Stryder Intelligence Feb 2018 - Jun 2019
    Nashville, Tennessee, Us
    (Acquired by Liquid Intelligence) Developed resume parsing and language platform for the sole purpose of better candidate / company alignment. Through partnership with Liquid Intelligence, developed platform utilized by sourcing departments to readily review and match candidates to positions through the usage of proprietary software language developed by David Brock, Founder of Liquid Intelligence.
  • Stryder Talent Solutions
    Principal
    Stryder Talent Solutions Nov 2017 - Jun 2019
    Nashville , Tn, Us
    Stryder Talent is a recruiting firm with nationwide abilities in contract and full-time placement. We focus on our customer, learning their business and culture, providing the right talent for the opportunity.
  • Lipscomb University
    Adjunct Professor Of Accounting
    Lipscomb University Aug 2001 - Dec 2018
    Nashville, Tn, Us
    Adjunct Professor within accounting/finance department. Courses taught:Principles of Accounting I & IIQualitative Analysis and Basic Business Statistics
  • Formos Consulting
    Director, Permanent/Contract Placement
    Formos Consulting Jun 2014 - Nov 2017
    Nashville, Tn, Us
    Formos is a consulting firm delivering solutions in IT security and technology, turn-key financial and IT risk advisory, system selection and implementation, project management, and healthcare governance.DIRECTOR, PERMANENT/CONTRACT PLACEMENT (May 2015 - November 2017)• Built new division within Formos and key to generating over $2M in new business for the Resources division. Built and established a revenue base by prospecting public and private companies, recruiting qualified candidates matching and presenting prospective candidates to decision makers, and negotiating terms for each placement.DIRECTOR, INTERNAL AUDIT (June 2014 - May 2015)• Key participant in the presentation and awarding of several multi-year Sarbanes-Oxley projects for the firm.• Led and staffed Sarbanes-Oxley project of multinational mining and manufacturing client through usage of permanent and contract employees, balancing goals of firm profitability and client service.• Planned and performed compliance investigations.
  • Sitel
    Director Of Internal Audit
    Sitel Jun 2012 - Feb 2014
    Miami, Fl, Us
    Sitel is a $1.4 billion business process outsourcer (customer service call centers) employing 58,000+ agents, supporting 250+ clients, in 40+ languages across 110+ centers in 23 countries. Reported directly to the Chairman of the Audit Committee of the Board of Directors and internally to the Chief Financial Officer & Chief Operations Officer; Managed the global internal audit team• Designed and implemented a comprehensive, long-range strategic audit plan for 25,000+ annual internal audit hours, with an annual budget of $1.1 million. • Developed a quarterly, entity-wide risk assessment, and annual fraud risk assessment leading to a more focused and strategic internal audit approach. Reported results quarterly to the Audit Committee and executive management on audit scope, findings, and root causes of any issues identified.• Recruited, trained, developed, and managed a global team of 10, spanning 5 countries: France, Bulgaria, Colombia, the Philippines, and the United States. During term as Director of Internal Audit, team professional certifications increased from 6 to 22.• Created a shared-services function in Manila, Philippines that reduced internal audit cost to the organization by $275k (25%), yet increased overall audit hours by 7,300 (40%).• Planned and personally performed on-site internal fraud and compliance investigations, financial and operational audits, and special projects in the U.S., Canada, Panama, Brazil, Spain, France, Germany, Italy, Bulgaria, Morocco, India, and the Philippines.• Assessed and evaluated the reliability and integrity of financial and operational procedures and controls across 23 countries. Annually tested 600+ key Sarbanes-Oxley controls and performed 50+ onsite and remote operational audits, to measure compliance against internal policies and 250+ customer contractual agreements.• Led collaboration with PricewaterhouseCoopers LLP, provided 1,000+ hours of direct assistance.
  • Sitel
    Internal Audit Manager
    Sitel Jun 2011 - Jun 2012
    Miami, Fl, Us
  • Sitel
    Senior Internal Auditor
    Sitel Apr 2010 - Jun 2011
    Miami, Fl, Us
  • Vaco
    Partner
    Vaco Sep 2005 - Apr 2010
    Brentwood, Tennessee, Us
    Vaco Financial provides specialized contingency and retained search services for finance and accounting professionals for permanent placement. Recruiting professionals at Vaco have significant experience in both public accounting and industry along with many successful years recruiting finance and accounting professionals in the local marketplace.
  • Ernst & Young
    Assurance Senior Ii
    Ernst & Young Jan 2002 - Jul 2005
    London, Gb
  • The Southwestern Company
    Summer Internship In Direct Sales
    The Southwestern Company Jun 2000 - Aug 2000
    • Relocated to Martin, TN, prospected and approached 1500+ families door-to-door, and attained personal retail sales of $15,000+ in 8 weeks netting approximately $5,000.• Executed all sales, ordering, scheduling, accounting, and delivery of product.

Jeffrey Rooks, Mba, Cpa Skills

Accounting Financial Analysis Auditing Sarbanes Oxley Act Internal Controls Sec Filings Financial Accounting Gaap Sarbanes Oxley Internal Audit Financial Modeling Forecasting Process Improvement Corporate Finance Mergers Us Gaap Finance Cpa Mba Cia Enterprise Risk Management Acquisition Integration General Ledger Mergers And Acquisitions Strategic Financial Planning Financial Planning Management Consulting Business Process Improvement

Jeffrey Rooks, Mba, Cpa Education Details

  • Lipscomb University
    Lipscomb University
    Finance & Leadership
  • Auburn University
    Auburn University
    Finance

Frequently Asked Questions about Jeffrey Rooks, Mba, Cpa

What company does Jeffrey Rooks, Mba, Cpa work for?

Jeffrey Rooks, Mba, Cpa works for Marquee Dental Partners

What is Jeffrey Rooks, Mba, Cpa's role at the current company?

Jeffrey Rooks, Mba, Cpa's current role is Controller at Marquee Dental.

What is Jeffrey Rooks, Mba, Cpa's email address?

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What schools did Jeffrey Rooks, Mba, Cpa attend?

Jeffrey Rooks, Mba, Cpa attended Lipscomb University, Auburn University.

What are some of Jeffrey Rooks, Mba, Cpa's interests?

Jeffrey Rooks, Mba, Cpa has interest in Health.

What skills is Jeffrey Rooks, Mba, Cpa known for?

Jeffrey Rooks, Mba, Cpa has skills like Accounting, Financial Analysis, Auditing, Sarbanes Oxley Act, Internal Controls, Sec Filings, Financial Accounting, Gaap, Sarbanes Oxley, Internal Audit, Financial Modeling, Forecasting.

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