Jonathan Lamb Email and Phone Number
Controller with 22 years of experience with start-ups, PE and portfolio companies. Successful in strategic and operational accounting roles. Ability to take initiative, be resourceful and proactively solve problems. at
@
Calico
Exton, PA, US
Jonathan Lamb's Location
Exton, Pennsylvania, United States, United States
Jonathan Lamb's Contact Details
Jonathan Lamb work email
- Valid
- Valid
- Valid
Jonathan Lamb personal email
n/a
Jonathan Lamb phone numbers
About Jonathan Lamb
Controller with over 22 years of experience in overseeing, planning, and coordinating the financial operations of organizations, including start-up, PE backed and portfolio companies. Have a proven ability to take initiative, be resourceful and proactively solve problems. Successful at monitoring and analyzing financial data to provide financial strategy to stakeholders to drive growth and profitability. Experience developing external and internal financial statements and coordinating with auditors to ensure a smooth audit process. Skilled at creating a company budget and monitoring business performance metrics as well as hiring and developing a team.
Jonathan Lamb's Current Company Details
Calico
View
Controller with 22 years of experience with start-ups, PE and portfolio companies. Successful in strategic and operational accounting roles. Ability to take initiative, be resourceful and proactively solve problems.
Exton, PA, US
- Website:
- calicocorners.com
- Employees:
- 38
Jonathan Lamb Work Experience Details
-
CalicoExton, Pa, Us
-
ControllerCalico Nov 2024 - PresentKennett Square, Pa, Us -
Senior Financial ControllerRobert Half Feb 2023 - Nov 2024Menlo Park, Ca, UsProvide senior-level financial consulting services to clients through short- and long-term engagements that aid companies through transition. Help businesses achieve their goals, from strategy and implementation to operations. • Expertise in monthly and annual financial close, year end audit and tax management. • Experience with systems and acquisition integration for both small and large organizations.• Mature, standardize and automate accounting and business processes.• Implement advanced modeling and analytics for reporting and financial planning and analysis. -
ControllerRobert Half Jun 2024 - Sep 2024Menlo Park, Ca, UsCMC Energy Services, Inc.Controller and financial advisor to a leading provider of energy efficiency program management organization.• Led comprehensive financial reconciliation, overseeing inventory, receivables, and fixed assets. Managed tax audit and directed accounting team of 6.• Spearheaded critical Q1 and Q2 financial reviews, ensuring accuracy in inventory balances and unbilled accounts. Streamlined processes for enhanced efficiency.
-
Interim ControllerRobert Half Jan 2024 - May 2024Menlo Park, Ca, UsMEDICAL GUARDIAN, Philadelphia, PA, Controller, Interim Medical Guardian is a leading provider of Personal Emergency Response Systems (PERS), dedicated to enhancing the safety and well-being of individuals through innovative technology. • Responsible for the monthly close process and execution, preparation of consolidated financial statements • Quarterbacked the 2023 financial statement audit, year-end close, and tax audit for multiple entities.
-
Director Of FinanceRobert Half Jul 2023 - Jan 2024Menlo Park, Ca, UsPROCLINICAL, PART OF ACACIUM GROUP, Philadelphia, PAProclinical is a global growth partner in Life Sciences executive search, workforce solutions, and staffing services. I provided financial consulting as the interim U.S. Director of Finance for Proclinical’s U.S. operations. • Managed a team of 5 finance professionals and reported to the parent company based out of the UK. • Managed month-end close process, financial statement reviews, cash and treasury management and international intercompany cash and equity transactions. • Completed 2024 budget process in collaboration with parent organization and multiple international entities.
-
Interim ControllerRobert Half Feb 2023 - Jun 2023Menlo Park, Ca, UsKEYSTONE DEVELOPMENT + INVESTMENT, Conshohocken, PA Keystone develops and invests in commercial properties that inspire and unlock potential to succeed. They focus on dynamic buildings that attract dynamic people. And when dynamic people work together, companies thrive. • Lead a team and was responsible for accounting activities, financial reporting, reviewed and approved monthly financial statements and managed the operating budget and audit process. • Reviewed monthly, quarterly, and year-end work-papers and corresponding financial statements for property entities to ensure compliance with financial statement distribution to partners and lenders. • Verified recording of acquisitions, dispositions, refinancings and recapitalizations.
-
ControllerProfessional Health Services, Inc. Dec 2020 - Feb 2023Broomall, Pennsylvania, UsFinancial executive of a $7.5M mobile medical screening company that oversees the finance and accounting function of the business. This included month end close, financial reporting, audit management, insurance, and human resources management. Managed the integration of new financial and operating systems to increase efficiency. Collaborated with the CEO to evaluate cost structure, sales, and finance strategy. • Increased revenue by 22.4% for FY2022 compared to FY2021. • Worked with external accountants for year-end reporting and tax compliance. • Managed cash management procedures, implemented cash flow reporting, and provided cash forecasting to the CEO. -
ControllerRecord Reproduction Services, Inc Jul 2018 - Jun 2020Executive team member of a medical records technology organization. I was responsible for all aspects of finance, accounting, treasury, risk management and compliance functions for the healthcare technology firm. • A key business partner to the CEO that provided guidance on financial strategy to include M&A analysis and transactions, audit, board communication and operational oversight.• Created financial reporting for executives and board members to include MD&A for quarterly board/investor meetings.• Created process for monthly financial statement review, accounting policies and procedures and internal controls.• Integrated business system databases to provide business analytics and dashboards for leadership team.• Led due diligence, financial modeling, analysis, and projections for business acquisition - closed in March 2020 -
Vice President Of FinanceGoliath Technologies Aug 2017 - Jan 2018La Paz, La Paz, Bo• Directed financing strategies, analysis, forecasting and budget management • Oversaw monthly financial close, financial statement preparation and prepare consolidated financial statements • Lead all aspects of accounting operations such as receivables, payables, payroll and financial reporting• Oversaw all financial related matters including new account reviews, compliance and regulatory matters• Created financial plans as defined by the CEO• Developed HR and accounting policies -
Consulting CfoBricata, Llc. Feb 2016 - Jul 2017Columbia, Maryland, UsAdvisor and consultant to executive team regarding financial reporting, accounting policies, banking relationships, start-up strategy and funding opportunities. Provide tax and compliance support. Create accounting policies, financial reporting structure and metrics, and evaluate current financial strategies.• Created accounting policies and financial statement review procedures• Provided state nexus audit review to determine liability in states depending on sales and employee location• Developed chart of accounts and reporting metrics to better align with the business• Reviewed and created leadership dashboard for executive team to provide real-time reporting and better insight into company metrics• Provided leadership around due diligence requests from venture capital firms• Worked with state and local governments to identify tax and employee incentives which resulted in over $1M in grants from local governments -
Chief Financial OfficerNew Signature 2012 - 2015Washington, Dc, UsExecutive team member responsible for all aspects of finance, accounting, treasury, risk management and compliance functions for information technology professional services firm. A key business partner to the CEO that provided guidance on financial strategy. Unique ability to create synergies across various lines of business within an organization and foster a high level of internal and external customer service. • Collaborated with VP of Sales to develop market strategy; Annual revenue growth 50% in 2013 and 35% in 2014. • Created borrowing strategy to fund expansion into four new markets; Expanded the business from one market in 2012 to 6 markets in 2014• Microsoft US Partner of the Year 2014 and 2015• Created financial statement process and monthly review procedures• Established working capital line of credit and developed borrowing strategy to include both equity and debt financing• Initiated audit relationship with top accounting firm and managed relationship • Established accountability of financial results to practice managers and trained them on how operational decisions integrate with financial results. -
ControllerEnterprise Holdings Jun 2002 - Apr 2011St. Louis, Missouri, UsOverall management of administrative operation for $50M division. Oversaw budget preparation / administration, internal and external financial reporting, risk assessment and credit underwriting, monthly closing of general ledger and tax reporting and analysis. Managed human resources function and payroll process. Led business operations to include information technology, procurement of all equipment and services, and confidential records management. Worked closely with Sales and Marketing to develop, implement and follow through with strategic business plans. Partnered with management and senior executive team to drive sound financial decision making and profitability. Ensured GAAP compliance and internal controls management. Provided high-level financial analysis to corporate officers. Financial system support and implementation. Hired, trained, and developed administrative staff of 12. -
Accounting SupervisorEnterprise Holdings 2004 - 2006St. Louis, Missouri, UsManaged all accounting functions for fleet management division including month-end close, staff supervision, prepared and analyzed monthly operating statements and internal financial reports. Directed management of month end close process to include general ledger reconciliation, journal entry review and approval, internal and external reporting. Led day-to-day operations of accounting team. Completed actual vs. forecast analysis and presented monthly to senior management team.
-
Senior AccountantEnterprise Holdings 2003 - 2003St. Louis, Missouri, Us
-
Staff AccountantEnterprise Holdings 2002 - 2003St. Louis, Missouri, Us
Jonathan Lamb Skills
Financial Analysis
Forecasting
Accounting
Management
Budgets
Us Gaap
Analysis
Finance
Corporate Finance
Strategic Planning
Internal Controls
Auditing
Leadership
Business Strategy
Customer Service
Executive Management
Change Management
Financial Modeling
Team Leadership
Strategy
Mergers And Acquisitions
Financial Reporting
Access
Business Planning
Risk Management
Budgeting
Business Process Improvement
Quickbooks Proadvisor
M&a Analysis
Capital Allocation
Capital Markets
Financial Management
Financial Systems
Employee Relations
Capital Budgeting
Microsoft Excel
Board Relations
Credit Analysis
Business Analysis
Cost Analysis
Budget Management
Problem Solving
Internal Reporting
Peoplesoft
Risk Assessment
Gaap
Compliance
Customer Relations
Process Improvement
Software As A Service
Jonathan Lamb Education Details
-
University Of Richmond - Robins School Of BusinessFinance
Frequently Asked Questions about Jonathan Lamb
What company does Jonathan Lamb work for?
Jonathan Lamb works for Calico
What is Jonathan Lamb's role at the current company?
Jonathan Lamb's current role is Controller with 22 years of experience with start-ups, PE and portfolio companies. Successful in strategic and operational accounting roles. Ability to take initiative, be resourceful and proactively solve problems..
What is Jonathan Lamb's email address?
Jonathan Lamb's email address is jl****@****ata.com
What is Jonathan Lamb's direct phone number?
Jonathan Lamb's direct phone number is +120245*****
What schools did Jonathan Lamb attend?
Jonathan Lamb attended University Of Richmond - Robins School Of Business.
What skills is Jonathan Lamb known for?
Jonathan Lamb has skills like Financial Analysis, Forecasting, Accounting, Management, Budgets, Us Gaap, Analysis, Finance, Corporate Finance, Strategic Planning, Internal Controls, Auditing.
Who are Jonathan Lamb's colleagues?
Jonathan Lamb's colleagues are Bonnie Buttner, Carol Didonato, Julie Paperi, Sandy Crompton, Julie Bennett, Rosanna Flynn, Reece Lyons.
Free Chrome Extension
Find emails, phones & company data instantly
Find verified emails from LinkedIn profiles
Get direct phone numbers & mobile contacts
Access company data & employee information
Works directly on LinkedIn - no copy/paste needed
Aero Online
Your AI prospecting assistant
Select data to include:
Total price:
$0.00
0 records × $0.02 per record
Download 750 million emails and 100 million phone numbers
Access emails and phone numbers of over 750 million business users. Instantly download verified profiles using 20+ filters, including location, job title, company, function, and industry.
Start your free trial