Lee Jones Email and Phone Number
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►WHAT I DOAs a dedicated finance leader, I have earned a reputation as someone who is strategic, accurate, dependable and timely. Focused on results, I am adept in GAAP accounting and procedures for diverse sectors. Being analytical, I excel in driving key decisions through the interpretation of analyzed data. The results and reporting I am able to produce through in-depth review has aided corporations in making sound positive financial decisions for business startup, expansion and exit strategies. I work closely with internal and external customers as well as cross-functional alliances and board members. An expert in developing and implementing FP&A methodologies for systems, forecasting, reporting, and calendars, I am proficient in creating and executing long-range plans and current fiscal year strategies using key drivers and KPIs. As a leader, I am able to scale teams through process and systems management, mentoring and oversight. ►SELECTED RESULTS • Generated ~$100k in additional profit by uncovering contract underpayments. Analyzed Accounts Receivable against products delivered, identified discrepancies, and recouped shortfalls from customers. • Led two successful strategic acquisitions, and launched three ancillary companies. • Advanced company acquisition via development of detailed, multi-year financial plan showing rapid growth trajectory. Modeled revenue growth including anticipated revenue streams.►AREAS OF EXPERTISEBudgeting & Forecasting ▪ Accounting ▪ Banking & Credit Management ▪ Standard Operating Procedures (SOP) Development ▪ CRM Setup ▪ Technology Upgrades ▪ Human Resources Leadership ▪ Business Insurance ▪ Working Capital Sourcing ▪ Operating Budgets ▪ Financial Projections ▪ Metrics ▪ Long-term Growth Plans ▪ Stabilization Tactics ▪ Exit Strategy Development ▪ Mergers & Acquisitions (M&A) ▪ Financial Reporting ▪ Audit, Banking, Treasury, Compliance Management ▪ P&L Management ▪ Merchandising & Licensing►INDUSTRY EXPERIENCEReal Estate, Construction, Software, Solar Energy, E-Commerce, Wholesale Consumer Products, Media. ►TECHNOLOGY SKILLSExcel ▪ PowerPoint ▪ Word ▪ Microsoft Power BI ▪ Sage 100 ▪ Mas 500 ▪ FRx ▪ Crystal Reports ▪ Quickbooks Enterprise ▪ IBM Planning Analytics powered by TM1
Vigilant Management Inc
View- Website:
- vigilantmanagement.ca
- Employees:
- 23
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Vigilant Management IncProvo, Ut, Us
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Director | Consultant: Financial Planning & AnalysisVigilant Management Inc Jun 2015 - PresentImproved Financial Results for Mortgage, Real Estate, Construction, Property Management Organizations.Consult on, direct, and execute financial planning and analysis for small- and mid-sized entities. Institute and improve business processes and procedures, CRM set up, accounting, budgeting and forecasting, SOP’s, banking and credit, human resources policies, and insurance for startup and established businesses.
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CfoVision Solar Feb 2014 - Jun 2015Provo, Ut, UsFinancial Management of Rapid Growth Startup Generating Revenues of $18 Million in Year 1.Tasked with full financial management of rapid-growth startup. Created operating budgets, capex plans, financial projections, and capital model. Implemented weekly operating metrics, cash flow forecasting dashboards, monthly accounting close procedures, and budget variance analysis review process. Sourced working capital after seed investment.Selected Achievements: • Provided operational and financial leadership for organization attaining $18+ million in sales and 2 million watts installed in first year of operation. • Led initiatives to reduce cost of sales per installed watt by 30%. • Created 2014 & 2015 operating budgets and capital expenditure plan. -
Cfo & Vp OperationsThrive Llc Dec 2009 - Oct 2013Stabilized Finances and Processes for Startup Operating in Complex, Volatile Industry.Provided financial and operations leadership for fast-growth software company. Defined plans for near-term stabilization and architected long-term expansion and eventual exit strategy. Led monthly Board financial discussions and analyses. Secured working capital financing. Established weekly metrics report outlining performance in key areas of the business.Selected Achievements:• Delivered 104% EBITDA growth 2010-2011 as key member of turnaround team.• Reduced COGS by 13% via vertical integration of vendors, vendor replacement, and pricing negotiations. • Improved gross profit margin by 22% through pricing and product mix changes
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Vp FinanceSeastone Lc Oct 2007 - Dec 2009Provo, Ut, UsLed Financial Operations for Rapid Growth Startup, Successful M&A ExitLed M&A, financial analysis and reporting, and exit strategy for rapid-growth Inc. 500 business. Directed financial reporting, audit, banking, treasury, and compliance activities. Developed multi-year expansion plan targeting launch of new product lines. Executed business development initiatives to establish new distribution channels. Implemented monthly financial reporting and full accounting close process. Introduced rolling forecasts and monthly variance analysis.Selected Achievements:• Led sale of business to large public strategic buyer (CSS Industries).• Launched key-account performance reporting analyzing volumes and margins by channel, multi-year trends, and detailed sell-through rates. This led to subsequent year over year revenue growth of approximately 10% across existing accounts with a year over year gross margin improvement of 6%.• Doubled bank line of credit and negotiated attractive terms of collateralization. -
Financial Planning & Analysis ManagerCk Media Ltd Aug 2006 - Oct 2007Led Aggressive Expansion of Multiple Business LinesProvided financial and operational supervision to manage business while achieving aggressive expansion of multiple business lines. Managed P&L’s for 11 publications along with ancillary merchandising, events, and licensing. Collaborated across departments to prepare annual budgets and quarterly forecasts for executive review. Compiled Board-level monthly variance analysis and discussion narrative. Remediated budget discrepancies through P/L accountability and department-head reviews.Selected Achievements:• Attained $1 million annual realized savings via participation in cost-reduction task force.• Improved gross profit margins by 8% through product development cost controls.• Served as key member of team (Primedia) spun out and acquired by private equity (CK Media). -
Senior AccountantSimmons Bedding Company Feb 2006 - Aug 2006Atlanta, Ga, UsBusiness unit level financial reporting, operations analysis and support. -
Business Analyst / Business ManagerPrimedia Jun 2004 - Feb 2006Atlanta, Ga, UsBusiness unit level analyst, budgeting, forecasting, operations analysis, sales and accounting support.Division was spun out and acquired by Sandler Capital and re-branded as CK Media. -
AuditorPrg Schultz Mar 2003 - Jun 2004Atlanta, Georgia, UsRecovery auditing, accounts payable, procurement, general ledger, internal controls
Lee Jones Skills
Lee Jones Education Details
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University Of Utah - David Eccles School Of BusinessAccounting/Finance -
Brigham Young UniversityEconomics
Frequently Asked Questions about Lee Jones
What company does Lee Jones work for?
Lee Jones works for Vigilant Management Inc
What is Lee Jones's role at the current company?
Lee Jones's current role is Strategic finance and operations executive. I collaborate across organizations to use financial data to manage, improve and grow businesses success..
What is Lee Jones's email address?
Lee Jones's email address is le****@****hoo.com
What schools did Lee Jones attend?
Lee Jones attended University Of Utah - David Eccles School Of Business, Brigham Young University.
What skills is Lee Jones known for?
Lee Jones has skills like Forecasting, Management, Mergers And Acquisitions, Strategic Planning, Leadership, Executive Management, Business Planning, Business Strategy, Budgets, Financial Reporting, Start Ups, Training.
Who are Lee Jones's colleagues?
Lee Jones's colleagues are Ian Duffett, Ashley Boudreau, Mba, Emma Murnaghan, Jessica Starkey, Jacob Myra, Elise Jamieson, E.i.t., Myles Russell.
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