Jordan E. Email & Phone Number

Saratoga Springs, Ut, Us

Partnered with accounting to build a new GL with all dimensions and attributes in Netsuite for streamlined reporting and analysis and migrated four regional solar companies into the new reporting platform.Owned the 2022 AOP from four existing companies growing 100% YoY top-line and managed expense and profitability targets with executive stakeholders.Owner of all external and internal financial reporting to BOD, Bank and Executive Leadership team.Treasury - Built out the daily cash flow model with driver driven assumptions for detailed analysis and forecasting.Built the reporting and forecasting model in Adaptive Insights, using driver driven assumptions for simple and standard reporting for a startup.Developed several PnL's for different service lines in the business and departments, with iterative consistent reporting with Executive leadership team.Financial contract management - built financial models to help determine contract value and derived over $900K+ in value from software contract savings.

M&A - Modeled out detailed operational plans and executed the integration of three digital cloud companies into the Cloud business line at NICE CXone.Investor Relations - owned the cloud business deck for investor relations and prepped the team on cloud Q&A for investor interactions.Delivered four distinct annual operating plans rolled up to a unified budget. Oversaw top-line YoY growth of 38% and 85% profitably increase over the same time span. Implemented headcount and tracking processes that aligned to unit economics of the business. Owned and developed the 5 year strategic operating plan. Led team of 7 analysts in overseeing entire FP&A org. for leading CCaaS company generating 800M+ in revenue a year. Developed KPI metrics for Sales, Marketing, and Ops to guide internal investment decisions.

Established strategic growth initiatives that improved margin and profitability through monthly forecast and actual variance tracking. Implemented annual and multi-year strategic business plans that exceeded Senior Management and shareholder expectations.Provided in-depth analysis and reporting on key business, with a specific focus on SaaS metrics and marketplace dynamics, by building several robust financial models.Led team of 5 analysts overseeing all FP&A functions and improving operational performance by implementing and monitoring key business and cloud metrics through milestones that connect key strategic initiatives to execution and results.Drove continuous core improvement efforts by establishing best practices between business segments that improved efficiency and leveraged capital responsibly.Improved the timeliness and accuracy of reporting for Corporate operational deliverables for monthly closes, quarterly earning release, Board Meetings, QBRs and other recurring Senior Management presentations/meeting.

Provo, Utah Area

Provo, Utah Area

Successfully implemented three major process improvements within development life cycle geared towards operational efficiency and communication.Oversaw and released bi-weekly web deployments containing enhancements and bug fixes while increasing output by 27% by utilizing six sigma methodologies. Identified and led operational initiative to standardize global KPIs, prioritize market requests, and communicate key milestones in the development and sprint life cycle.Managed over 30 market and global IT initiatives through the development life cycle using agile methodologies and the JIRA tool.Prioritized, coordinated, and aligned business technology work and IT development while co-managing global work queues for fifty four markets and twenty eight languages.Organized and coordinated project plan globally for high visibility Limited Time Offer events.

Salt Lake City, Ut

Managed business relationships with 18 departments and provided strategic web based solutions to content management based on Adobe Analytics and market best practices.Project Manager of Forms and Policy libraries, Reports dashboard, Office 365 Champion program, and software migration projects.Increased user adoption by over 40% for the enterprise document management system by coordinating with business owners and development team to deliver custom solutions. Successfully developed 12 specialized workflow solutions that resulted in over 500+ saved hours by automating business processes and improving tracking efficiency.Created and deployed 23 websites on .net framework as a result of consulting with business groups, gathering requirements, and performing QA in an agile cross functional environment.Product Manager of Intermountain Healthcare’s document management system.

Authored and developed Swire Coca-Cola SharePoint site and continue to manage and enhance site on a daily basis. SharePoint is utilized by over 400 sales personnel at the company in over 11 states and 25 distribution locations. Developed and provided training for over 400 employees on Sales Capabilities tools including SharePoint, iPads, iPhones and all relevant Apps. Administrator for all of these devices and capabilities.Month and week end reporting responsibilities including some forecasting, analysis against historical financials. Some experience in year end budgeting and forecasting.Project management experience in large and small scale implementations.Experience in creating standards and practices (governance) for SharePoint website and ensuring that such practices are adhered to company wide.

Managed and tracked cold drink capital for entire Swire system throughout entire territory of 11 states. Detailed analysis of vending equipment financials and sustainability in the market place. Processed new capital cold drink equipment purchases and provided detailed analysis of new asset placement.

Bachelor Of Arts (B.A.), International Relations And Affairs

Activities and Societies: Global Management Student Association, Cheese and Dairy ClubGlobal Management Student Association - President.

Masters Of Science In Finance - Msf, Finance, General