Shalon Leimpeter Email & Phone Number

~ Services Offered ~Financial Analysis, including: • Cleanup and restructure of Chart of Accounts for improvement of financial statement structure and flux analysis • Provide insight into current financial health of business and areas of focus for improvement • Identification and analysis of KPIs (Key Performance Indicators) to measure financial performance • Trend analysis • Assessment of existing financial reporting practices • Financial reporting comprehension trainingFocus on Operational Profitability: • Expand upon areas of focus determined in initial financial analysis • Pricing margin analysis and strategies for improvement • Financial Modeling analytics for decision making • Cost-Benefit Analysis • Business Expansion, Change or Reduction • Operational efficiency strategy • Analyze and provide recommendations for inter-departmental procedures to improve financial controls • Recommend systems integrations and/or efficiency tools • Incentivization program determination and structure development • Financial Dashboard templateForecasting: • Create Forecast • Include campaign strategies for profitability improvementBudgeting: • Create Budget • Include Budget v Actual templateManaging Expenses: • Prime Costs analysis – COGS, Labor • Controllable v non-controllable expenses • Inventory and COGS accounting process analysis and redesign suggestions • Cost reduction strategy with implementation planCash Flow Management (AR & AP Management): • Review AR & AP Aging • Review terms & suggest AR controls • Determine concentrated risk • Review vendor terms and suggest changesOther custom, relevant projects to help your business succeed!

Oakland, Ca

• Analyzed financial statements for Founder and Head of Finance, suggesting areas of focus for improvement• Restructured the chart of accounts to improve financial statement structure and facilitate year-over-year analysis• Created multi-year campaign driven financial projections and related investor communication narratives• Implemented cash analysis spreadsheets and methodologies for effective financial management• Assisted with development and staffing planning for the Accounting department• Created comprehensive pricing documents for both retail and wholesale operations• Developed detailed analysis for improved financial insights including production cost of sales, labor rates for food production, fixed coffee costs, and payroll analysis resulting in a 5% total reduction in retail and production labor expense• Established streamlined COGS and inventory processes, leading to successful budgeting with a reduction of COGS and operating expenses by 10%• Enhanced the ingredients database and standardized recipes template for accuracy in recipe cost analysis• Participated in ongoing organizational improvement strategy discussions• Conducted consulting resource research and recruitment efforts for organizational improvement

San Francisco, Ca

• Developed financial analysis and actively participated in evaluating acquisition opportunities, including creating an operations budget for a restaurant and grocery store in a new region• Created comprehensive turn-around and long-term growth projections• Organized and presented data for recurring board meetings, including quarterly presentations and weekly cash management discussions• Developed training manual and glossary for financial reporting comprehension; conducted financial education sessions for owners and mid-level management• Redesigned accounting processes for inventory and COGS allocation to accommodate business growth and changing departments• Oversaw all accounting department processes and staff management• Analyzed and contributed to long-term staffing planning initiatives, including developing an incentive program for upper management• Financially managed the company through the challenges of the 2020 pandemic and shutdowns• Applied for and obtained PPP and EIDL loans to support the company during the 2020 pandemic• Designed and implemented revised incentive programs for Wholesale sales reps and account managers, adapting to economic climate changes related to the 2020 pandemic

San Francisco, Ca

• Analyzed and reported financial statements to founders on a monthly, quarterly, and annual basis• Created comprehensive financial statements, budgets, cash projections, and weekly financial dashboards for internal and investor review• Made functional changes to accounting and reporting processes for analytical improvements across all departments including transitioning the company to fiscal periods• Implemented procedures between accounting and other departments to maintain financial controls and accurate reporting for monthly financial analysis• Established financial communication protocols with founders and department heads, providing leadership and fostering collaboration• Established and led the Accounting department, developing day-to-day, month-end, quarterly, and annual closing processes, internal audit, controls, and reporting• Managed all aspects of accounting functions including GL accounting, AR, AP, payroll recording, inventory accounting, tax filing requirements, local, state, and federal government compliance reporting, and record keeping• Worked with third-party CPA for annual tax filing and managed sales tax filings and annual audits• Established high professional standards of accuracy, presentation, communication, and efficiency• Researched, implemented, and executed efficiency tools and systems integrations for the Accounting department and company, including the implementation of multiple payroll systems and co-developing a custom coffee inventory database• Assisted other departments in developing/improving financial analytics tools, including pricing and fixed cost analysis• Developed board meeting presentations with financial goals and results• Assisted in development of investor relation plan and created periodic financial updates• Participated in RFP planning, opening of three cafes and kiosk doubling revenue to $9M in five years, and assisted in lease renewal negotiations

San Rafael, Ca

• Provided day-to-day business management and accounting services to multiple clients in the music and entertainment industry including tour and royalty accounting, planning of tour budgets, monitoring income and bill pay, general ledger review, preparation of financial statements, payroll processing, and tax filing requirements• Liaised very closely and extensively with clients and their representatives, including artist management, agents, attorneys, foreign accountants, and insurance brokers• Prepared tour actual vs. budget reporting upon completion of tour cycle to present to clients and management• Supervised staff members, managed workflow, reported and presented work directly to Partners; oversaw staff management of over 15 clients• Developed procedures, review processes, tracking tools, and operating manual for business management workflow for staff and reviewing supervisors to manage high volume of tasks and deadlines for multiple clients

Oakland, Ca