Scott Partridge

Scott Partridge Email and Phone Number

Chief Financial Officer and Chief Administrative Officer @ Newport Beach, CA, US
Newport Beach, CA, US
Scott Partridge's Location
Newport Beach, California, United States, United States
Scott Partridge's Contact Details

Scott Partridge personal email

Scott Partridge phone numbers

About Scott Partridge

I am a Finance and Accounting executive who is trusted by business owners and executive managers to solve their challenges and by project team members to take action in order to help the team achieve its goals.Tangible benefits of this trait are: I can take over the budgeting process from a Chief Investment Officer, allowing him to concentrate more fully on selecting investments. Also, I can lead a cross-functional team of professionals to transition client accounts to a new trading and accounting system. Listening to the team's concerns, I will meet with upper management whenever necessary to assure that the implementation is not only completed in a timely manner, but also all affected employees are properly trained and have the tools to do their jobs, resulting in a transition that is transparent to clients.All of the world class companies I have worked for have experienced significant changes during my tenure and I have received accolades from superiors and peers for my ability to manage the dynamics.My core competencies include:• Executive Team Contributor | Leader• Strategic Planning• Team Management | Development• New Systems Implementations• Budgeting | Forecasting• Financial Reporting/Analysis • Cost Accounting • Microsoft, MAS, Macola, SAP Software • Capital Budgeting• Facility Lease Negotiation • Facility Construction | Renovation• Employee Benefits Selection | Administration • IT Dept. Oversight and Project Management• Operations Dept. Oversight and Project Mgmt. • Administration Dept. Management• Charles River, Advent, FIN Financial Systems • C Corp, LLC, LP Taxation Issues • Liaison with Internal | External Auditors• Coordination with Multiple Worksites | Teams • Activity Based CostingContact info: s3kpartridge@cox.net, cell 949-439-8385.

Scott Partridge's Current Company Details
Sapience Investments, LLC

Sapience Investments, Llc

Chief Financial Officer and Chief Administrative Officer
Newport Beach, CA, US
Scott Partridge Work Experience Details
  • Sapience Investments, Llc
    Chief Financial Officer And Chief Administrative Officer
    Sapience Investments, Llc
    Newport Beach, Ca, Us
  • Sapience Investments, Llc
    Chief Financial Officer/Chief Administrative Officer
    Sapience Investments, Llc Sep 2016 - Present
    Newport Beach, Ca
  • Provides Value-Added Services To Business Owners & Executive Managers
    Financial Management Executive
    Provides Value-Added Services To Business Owners & Executive Managers 2015 - 2016
    Orange County, California Area
    As part of the Executive Management team, generate all financial information of the company. Handle strategic planning; revenue forecasting; expense budgeting, forecasting and control; financial analysis, payroll and facilities. Manage teams of financial and administrative professionals so that they attain maximum performance. Please click on the Letter of Recommendation below for an ownership group's positive perspective on my contributions to a growing firm.
  • Metropolitan West Capital Management/Wells Capital Management
    Chief Operating Officer ** Executive Team Contributor & Leader | Operations Project Oversight
    Metropolitan West Capital Management/Wells Capital Management 2013 - 2015
    Newport Beach, Ca
    Reported to Management Committee, directly managed up to 18 employees, including 2 Senior VP’s of Operations while retaining previous SVP/Controller responsibilities and departmental management. Generated annual cost savings of $150K by leading the phased migration of all Institutional client accounts to Advent, Charles River and proprietary portfolio accounting and trading systems. One phase was the largest single migration in the history of the division. During a change in leadership, stabilized the workforce by reinforcing and developing respectful, productive relationships with management, direct staff and other areas of the company.
  • Metropolitan West Capital Management, Llc/Wells Capital Management
    Senior Vice President - Finance, Controller ** Strategic Planning | Budgeting | Forecasting
    Metropolitan West Capital Management, Llc/Wells Capital Management 2003 - 2012
    Newport Beach, Ca
    Reported to CEO and President, generated all company financial information. Managed Accounting, Administration and IT departments. Handled strategic planning; revenue forecasting; expense budgeting, forecasting and control; financial analysis and facilities. Managed up to 6 employees. $30 million expense budget. Administered employee benefits for over 50 employees. Assumed increasing responsibilities as growth occurred, allowed LLC members to concentrate on their areas of expertise. During tenure, revenues increased 600%, profits 600%, AUM 700% and employee headcount 250%. Trusted confidant of LLC members – handled their insurance, benefits, compensation, ownership and taxation issues. Also, primary due diligence contact during two sales of the firm.Reduced occupancy costs by 25% ($2.1 million) while doubling office space through 4 phases of construction/remodeling over 5 years by selecting and working with tenant representation firm. Collaborated with landlord, architects, contractors and co-workers.In conjunction with IT Manager and selected third party supplier, implemented a 24/7, real-time, offsite data replication Business Continuity Plan, resulting in 100% system availability for clients.
  • All American Racers, Inc
    Cfo And Controller ** Executive Team Contributor & Leader | Employee Benefits | Capital Budgeting
    All American Racers, Inc 1996 - 2002
    Santa Ana, Ca
    Reported to Owner and CEO, generated all company financial information. Handled strategic planning, expense budgeting, forecasting and control, payroll, financial, fixed asset and cost accounting, financial analysis and IT. Managed up to 8 employees. $27 million expense budget. Administered benefits for up to 150 employees.Helped transform sponsorship-driven motorsports team into self-sustaining company via use of collaborative budgeting and payroll administration techniques. When profitable, minimized state taxes due to expanded use of Enterprise Zone credits.Reduced property taxes by 30% over three years through inventories of fully depreciated assets.Maintained a workers comp “ex-mod” of .51 to .61 from 1999 to 2002.Implemented Macola integrated accounting, purchasing and receiving system which eliminated manual system, shortened procurement cycle and strengthened departmental relationships.Company ‘point man’ during rightsizings caused by sponsorship fluctuations that are common in racing. Personally met with all affected employees.
  • Helene Curtis
    Controller ** Executive Team Contributor & Leader | Cost Accounting | Sap Software | Budgeting
    Helene Curtis 1988 - 1996
    City Of Industry, Ca
    Responsible for expense budgeting, forecasting and control; cost, financial and fixed asset accounting; financial analysis; accounts payable and IT. Managed 5 employees. $250 million sales volume. $14.5 million expense budget.Founded accounting department. Interviewed and hired all direct reports. Managed timely salary administration and meaningful career growth for all.Facility’s volumes grew 300% and capacity doubled during tenure. Costs were lowest of all Unilever’s US facilities.Realized $800K annually in previously uncaptured discounts by implementing SAP/R3 integrated procurement and payment systemEliminated costly facility shutdowns for physical inventories by improving perpetual record accuracy through implementation of Radio Frequency stock locator in manufacturing and finished goods cycle counting program in Distribution Center.__________________________________________________________________________________Additional Relevant ExperienceHELENE CURTIS, Chicago, IL 1985-1988Sr. Inventory Control Analyst and Sr. Internal AuditorPEAT MARWICK, New York, NY 1982 -1985International Big 4 Accounting firm, now KPMGSupervising Senior Accountant, Cincinnati, OH and Chicago, IL

Scott Partridge Skills

Executive Management Strategic Planning Financial Modeling Financial Analysis Accounting Financial Reporting Finance Budgets Management Forecasting Systems Implementation Microsoft Excel Cost Accounting Capital Budgeting Facility Lease Negotiation Facility Construction And Renovation Employee Benefits It Dept. Oversight And Project Management Office Administration Executive Team Contributor And Leader Tax Business Strategy Strategic Financial Planning Gaap Investments Consolidation Us Gaap Sarbanes Oxley Act Internal Controls Sec Filings Cpa Financial Planning Leadership Budgeting

Scott Partridge Education Details

Frequently Asked Questions about Scott Partridge

What company does Scott Partridge work for?

Scott Partridge works for Sapience Investments, Llc

What is Scott Partridge's role at the current company?

Scott Partridge's current role is Chief Financial Officer and Chief Administrative Officer.

What is Scott Partridge's email address?

Scott Partridge's email address is sl****@****cox.net

What is Scott Partridge's direct phone number?

Scott Partridge's direct phone number is (949)-718*****

What schools did Scott Partridge attend?

Scott Partridge attended University Of Iowa.

What are some of Scott Partridge's interests?

Scott Partridge has interest in Facility Lease Negotiation, Executive Team Leadership, Budgeting, Forecasting, Financial Reporting, Capital Budgeting, Systems Implementation, Administration Dept, Oversight, See Less.

What skills is Scott Partridge known for?

Scott Partridge has skills like Executive Management, Strategic Planning, Financial Modeling, Financial Analysis, Accounting, Financial Reporting, Finance, Budgets, Management, Forecasting, Systems Implementation, Microsoft Excel.

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