Jon Larson Email & Phone Number

Greater Minneapolis-St. Paul Area

Leading Finance and Accounting for all of SSA acquired companies. SSA is a rollup of service companies in the controlled environments, scientific equipment testing, and certification industries.

Greater Minneapolis-St. Paul Area

Intandem Capital Partners created portfolio company.Nationwide pediatric dentistry & orthodontics practice DSO.

Greater Minneapolis-St. Paul Area

Sold and integrated Navegate into Radiant LogisticsLed finance/accounting for new division - Radiant World Trade Services

Greater Minneapolis-St. Paul Area

Lead accounting and finance efforts at Logic PD along with assisting in all the Private Equity owned companies under the Compass Electronics Group umbrella.https://www.cgep.com/our-portfolio/

• Led and developed the budgeting, forecasting, and monthly board report processes
• Provided robust financial modeling to facilitate executive decision making: o Key performance indicators, product and customer profitability, human capital planning all of which were linked together to create the.
• Strategically integrated Drip Inc. Acquisition operationally and financially through PPA model
• Successfully transitioned GLs from Quickbooks to Netsuite
• Negotiated Line of Credit and transitioned our treasury function to new bank
• Brought Outsourced HR functions including payroll (Insperity PEO) in-house to new HRIS Namely

• Key financial, accounting, and operational resource for newly formed division which was comprised of 5 separate companies that were purchased and merged together (1 public company 4 bolt-ons)
• Built product profitability and excel calculators for our Sales team to present to potential customers on the value proposition of our services
• Analyzed and created financial models/reports to evaluate products, pricing, value propositions, and recently acquired businesses
• Responsible for the 5 year financial model with embedded key metrics, operational drivers and toggle’s to run scenario analysis
• Created, prepared, and delivered the monthly financial results of the division (30+ page executive report)
• Sat on UHS’s Project Prioritization Team as the Surgical Services delegate

• Prepared and filed SEC reports including annual and quarterly financial statements
• Spearheaded the reconstruction of Agiliti’s financial statement model used for external reporting
• Supervised multiple accounting staff and groomed them to be key contributors on our team
• Was the key resource when accounting for M&A activity and for integrating purchased companies into our systems and processes
• Compiled comprehensive monthly executive reporting package for our executive management team and board of directors
• General ledger and financial reporting resource for 84 district offices and corporate office departments in a multiple company structure

• Analyzed and prepared financial statements
• Served as in-charge accountant for numerous engagements
• Provided audit services for a variety of industries, including SEC, manufacturing, financial institutions, insurance, construction, health care, and employee benefit plans
• Served a wide range of clients from $1M to $1B in revenue
• Demonstrated ability to prioritize between multiple engagements
• Communicated audit issues and recommendations to clients

Master Of Business Administration (Mba)

Accounting