Jason Hopkins Email and Phone Number

Lead finance and analysis activities for Replacement Parts Division with $160 million in annual revenue and $50 million in assets. Serve as ‘right hand’ to division vice president / general manager by establishing broad knowledge and influence in sales, marketing, operations, and purchasing.Key results:• Transformed value of finance team by utilizing robust analytics, nurturing strong internal relationships, and building comprehensive understanding of division business model. Efforts significantly contributed to the following results: o Increased annual revenue by $49 million / 44% and improved gross margin rate 6 points from 2016 – 2021. o Achieved record sales and profit in 2021 and exceeded division performance targets by 48%. o Met 99% of division performance targets during 2020 COVID-19 pandemic.• Developed plan to reduce annual outbound freight expense $900,000 by revising customer order policy and dedicating resources to collection efforts on lost/damaged shipments.• Redesigned manual customer claims process by creating web-based portal which reduced average pending claims by 75% and created streamlined customer experience.• Assumed lead role in preparing monthly operations presentations and coordinating efforts on five-year strategic planning to allow division general manager more time for executive review and decision-making.• Implemented tools to improve financial performance and warehouse operations including executive dashboards, promotional effectiveness, shipping accuracy metrics, and enhanced inventory controls.

Led analysis, forecasting and budgeting activities for $1 billion automotive business unit. Provided revenue planning, service profitability scorecards, and productivity benchmarking for all auto center locations.Key results:• Facilitated margin rate increase of 3.2% by identifying areas to reduce costs and optimize product assortment.• Successfully guided team in meeting all deliverables during period of 60% staffing reduction. • Received “Key Contributor” award in 2015 in recognition of leadership during challenging business transition.

Managed $350 million in annual IT spend for projects and support services including ROI measurement, cost control, and business unit allocations.Key results:• Contributed to SG&A savings of $28 million over two years by partnering with department leaders for expense challenges.• Recognized for outstanding effort during 2014 budget scenario planning. CEO remarked, “this is the only presentation which truly gives me options”.

Provided financial planning, tax, and audit services to a wide variety of business clients with revenues up to $2 million. Researched complex tax situations and advised clients on best strategies to minimize liabilities. Prepared over 300 tax returns annually.Key results:• Reduced audit completion time 35% by modernizing documentation systems and reducing reliance on manual processes.• Improved financial statement preparation time 50% by restructuring staff workflow processes.• Eliminated backlog of audits and brought program into compliance with current standards within first 4 months.

Managed accounting and performance reporting for several hedge funds with investments including equities, commodities, futures, foreign exchange, real estate, and debt portfolios. Calculated valuations of non-broker held assets. Supervised 3 fund accountants.Key results:• Promoted to supervisor after 9 months to manage some of the company’s most complex funds which generated $400,000 in annual revenue.• Created custom modeling to account for $300 million in alternative investment portfolios beyond scope of primary accounting system which secured important client account and generated additional business.• Led team of 6 new accountants to manage their own clients by developing company’s first investment accountant training program.

Managed all aspects of accounting and performance reporting for several hedge funds, including month-end close, fee calculations, amortization schedules, and SEC 10-Q/10-K filings for public funds.

Executed regular and ad-hoc analysis and reporting on product sales, inventory levels, and pricing for $120 million US hospital segment. Assisted demand planning team with data mining and analysis for monthly sales forecasts. Updated and maintained pricing on over 200 products in ERP system for hospital system contracts.Key results:• Designed model analyzing margin on new hospital contracts by comparing discount pricing with standard costs.• Conducted research for VP of Sales which aided in developing strategies for penetrating Latin American market.