James Loeffler, Mba, Ctp Email & Phone Number

Greater New York City Area

• Create and track new investment techniques to prove options-based approach to retirement planning and trading activities• Generate educational programs and materials to help clients take control of their personal finances• Lead marketing efforts, including the design and creation of corporate website and branding the company across all social media platforms• Set up corporate structure to minimize company and personal tax liabilities• Prepare and file yearly corporate tax returns

Morristown, New Jersey

Looking to take a more analytical approach to Real Estate representation.

United States

-Member of Pacira's Leadership Team-•Responsible for implementing formal budgeting process and serve as FP&A liaison to commercial organization. Oversee general accounting, treasury, accounts payable, accounts receivable and payroll departments.•FP&A: Establish formal budgeting process including:-Oversee budget and LE process, including formal communications to business partners -Analyze distribution options to offer increased customer support, resulting in increased number of shipping days-Member of orthopedic leadership team evaluating initiatives to target opportunities within the orthopedic market-Develop rebate incentive programs for IHN’s to help company achieve revenue targets•General Accounting: Coordinate month-end close process and consolidate financial data for management and SEC reporting which includes:-Authoring 10-Q, 10-K documents-Authoring S-1, S-3, FWP’s which raised in excess of $110M in two secondary stock offerings-Review earnings call scripts and press releases / 8-K’s-Prepare technical accounting memo’s for the treatment of licensing transactions-Responsible for revenue accounting and establishing policies during EXPAREL product launch, including all reporting requirements (ASP calculations, etc.)-Member of shared services leadership team to enhance product offering of administrative services provided to the organization-SOX 404•Treasury: Lead cash management and insurance / risk management process-Oversee daily cash / funding decisions-Manage the investment of over $230M of stock & debt proceeds-Lead yearly insurance renewals, recommend D&O policy limits and prepare materials which are presented to Audit Committee•Accounts Payable/AR/Payroll: Project lead to move AP/AR from CA to NJ offices-Increase EFT payments from 3% to 67% of all AP transactions (7% to 87% based on $ value)-Project manager for Concur T&E reporting system implementation-ADP payroll administrator, approve bi-weekly payrolls

•Helped establish FP&A organization by providing support for 2 manufacturing plants (1 drug: 1 device), 7 specialty distribution service centers, quality, IT, facilities, device R&D, clinical manufacturing and start-up operations in Japan, Australia and Mexico-Prepared variance analysis and monthly presentations to Leadership Team and BOD-Created planning calendars to increase communication and set expectations for business clients•Assisted in building 5yr and 10yr strategic forecasts •Implemented SharePoint solution to enhance capital approval / management and reporting process to increase communication of financial information provided to business partners and ensure compliance with debt covenant•Provided support and recommendations to Leadership Team for special projects including:-Challenged distribution processes to reduce expenditures on emergency shipments - savings of over $500k annually-Influenced decisions of manufacturing & commercial teams to produce key support product in-house through a reusable rather than a disposable solution - savings of over $300k annually-Part of cross-functional device life-cycle management team - collaborated with S&M on business case and BOD presentation to support an increase in production of company’s second generation device and retire older technology at an accelerated rate-Provided scenario analysis and BOD presentations for short-term facilities plan and developed model to identify most attractive long-term solution including quantitative and qualitative aspects•Developed labor and machine standards for drug & device manufacturing based on operational plans•Assisted in completion of COGS portion of MD&A Section for S-1 filing and conduct review of entire MD&A and Summary sections•Member of cross functional Navision Advisory Group to evaluate and prioritize business enhancement requests to Navision ERP system

Pharmaceutical Research & Development LLC•Provided FP&A support for Global Operations function which included: Global Pharmaceutical Sourcing, Facilities Management and Environmental Health & Safety groups•Led budgets and LE’s for operating expense, capital expenditures and headcount•Analyzed monthly budget v. actual reports and met with business clients to identify spending trends•Initiated intercompany transactions to charge out facilities and environmental group services•Developed allocation methodology to more accurately estimate the cost to the facilities group of supporting the pharmaceutical franchise and determined which sites were being underutilized•Supported the integration of the facilities group with facilities groups from other franchises within the Pharmaceutical sector•Restructured cost center hierarchies for sourcing group to enhance analysis for business partners

•Prepared monthly G&A accrual entries (IT, legal, audit, bad debt, rent) and corresponding balance sheet reconciliations / gross-to-net entries for cash discounts & returns•Worked with 3PL partners and designed models to track inventory from raw materials to finished goods on a work-order basis: including booking transactional journal entries, maintaining variance accounts, inventory roll-forwards, balance sheet reconciliations and physical inventories•Assisted in creation of budgets and standard costs•Performed daily cash management/journal entries of all daily cash transactions, approved wire transfers and prepared bank reconciliations/credit facility accruals•Calculated borrowing capacity for revolving line of credit and accrued fees•Coordinated fixed asset impairment reviews and physical inventories•Authored fixed asset and capital expenditures policies

•Prepared monthly plant P&L’s, product profitability analysis and price/volume sales analysis•Daily cash management functions for US•Global finance reviewer for capital expenditures•Led implementation of fixed asset tracking software for $100M of assets; reported, budgeted and reconciled fixed asset additions, dispositions, depreciation and CIP

Mba, Pharmaceutical Management

GPA 3.6

Mba, Accounting

GPA 3.6

Bs, Finance

Activities and Societies: Golden Key International Honor SocietyGPA 3.5