Lee Jones Email & Phone Number

Provo, Ut, Us

Improved 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.

Provo, Ut, Us

Financial 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.

Stabilized 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

Provo, Ut, Us

Led 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.

Led 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).

Atlanta, Ga, Us

Business unit level financial reporting, operations analysis and support.

Atlanta, Ga, Us

Business 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.

Atlanta, Georgia, Us

Recovery auditing, accounts payable, procurement, general ledger, internal controls

Mba, Accounting/Finance

Bachelor Of Science, Economics