Scott Haller Email & Phone Number

Portland, Or, Us

Milpitas, California, United States

Las Vegas, Nevada, United States

Portland, Oregon Metropolitan Area

- Provide Finance, Sales, and Strategic planning support for a startup PE boutique finance company that focuses on the cashflow needs for pubic schools in the K-12 education space. - Designed and implemented proprietary credit scoring model.

- Provide business service support for rapidly growing school network (4 schools and 2000 students to 14 schools and 35,000 students). $350 million in annual revenues. - Successfully negotiated more favorable financing arrangements with vendors. - Obtained $2.5 million credit card line, replacing prefunded debit cards. - Reduced other short term financing costs from capital providers by over 60%. - Designed and presented medium to long-term strategic growth scenarios, weighing growth vs financing capacity. - Consult with various school boards, school authorizers, and school executives, explaining and educating them on business strategic planning

• Support sales function by analyzing client budgets and cashflows for underwriting review. Create cash-flow funding plans for individual clients as required. Occasional direct interaction with client’s finance group and/or CFO as required. • Approve clients for funding. Also recommend not approving funding when credit criteria supports that decision. Successfully underwrote $1 billion of business.• Create and maintain in-house analytical tools to price receivables to purchase. Support new market expansion to that effect.• Designed and implemented risk-based pricing matrix.• Work in conjunction with VP of Client Services to resolve client collections issues.• Evaluate Information Technology needs and make appropriate enhancement recommendations.• Recruit, train, and mentor Finance staff.Manager of Financial Reporting • Overall responsibility for day to day finance and accounting operations. • As this was a startup PE company, built out the finance organization from the ground up.• Establish and maintain General Ledger systems. Oversight of daily accounting activities, and the preparation of corporate financial statements. Set accounting policies and procedures. Oversight of the annual audit process.• Management of accounts payable process and procedures.• Oversight of monthly receivables database and reconciliation to the General Ledger.• Preparation of corporate annual budget and multi-year financial plan. Monitor and analyze company monthly results vs. plan, and monthly corporate performance metrics. • Recruit, train, and mentor Finance staff.

Create annual multi-billion dollar capital expenditure budgets for a multinational energy company.Prepare annual/quarterly Balance Sheet budgets/forecasts, which then feed relevant cashflow reports.Maintain Hyperion Planning budgeting software, creating and updating customized code as needed.Track budget to actual variances for the Balance Sheet.Assist with the creation of the total budget package submission to Spanish parent company.

 Created budgeting and forecasting software solutions for client companies using customized Excel functionality.  Led client system design sessions. Conducted comprehensive requirements interviews that analyzed client budgeting and reporting processes and determined best practices for client’s organizational design. Provided weekly project status and time tracking reports to client and internal managers. Traveled to client’s corporate headquarters to install system and provided multi-day, classroom training to users.

 Administered all accounting functions for a 350 employee, $700 million asset credit union. Maintained general ledger system. Managed, motivated, and developed a staff of 14 accounting professionals. Performed month-end close and prepared monthly financial reports with variance analysis to prior month and budget for senior management and board of directors. Oversaw quarterly regulatory reporting. Improved month-end closing process, cutting time to close by 20%.  Prepared $25 million annual operating expense budget. Tracked monthly expense spending vs. approved budgets. Tracked Capital Asset spending vs. approved budgets.

 Four years of direct, hands-on project management, leading the evaluation of over 100 potential merger opportunities. Seven deals were consummated, effectively tripling the size of the company. Frequently interacted with the CFO, members of executive management, and Investor Relations. Created five-year strategic planning model for use in both the parent company and individual business segments. Model includes balance sheet, income statement, and cash flow analysis, all integrated for dynamic modeling purposes.

Mba, Business Administration

Bachelor'S Degree, Finance With Math Minor

Education record