William Ketcham Jacobson, Cpa Email & Phone Number

Seattle, Wa, Us

Germantown, Tennessee, United States

• Strategic finance business partner, supporting 9 divisions and nearly 1,000 employees. I collaborate with cross-functional teams to develop and deliver financial and non-financial KPI scorecards, quarterly presentations and business reviews, strategic plans, annual operating plans, monthly and quarterly forecasts, detailed COGS analyses, EBITDA variances, “what if” scenario modeling, and various benchmarking efforts to efficiently measure and effectively manage the region’s overall… Show more • Strategic finance business partner, supporting 9 divisions and nearly 1,000 employees. I collaborate with cross-functional teams to develop and deliver financial and non-financial KPI scorecards, quarterly presentations and business reviews, strategic plans, annual operating plans, monthly and quarterly forecasts, detailed COGS analyses, EBITDA variances, “what if” scenario modeling, and various benchmarking efforts to efficiently measure and effectively manage the region’s overall performance.• Key driver in cross-functional Oracle EPM (Hyperion) implementation and the adoption of a new 18-month Rolling Forecast methodology across business segments; partnered with internal and external stakeholders on early-stage data validation, functional form design, user acceptance training (UAT), chart of account hierarchy organization, and ongoing change management and communications across the organization.• Pioneered an Excel-based Rolling Forecast model that integrates seamlessly with Oracle EPM and acts as a standardized, stand-alone planning tool used across the company’s largest segment, generating billions in annual revenue. This model is the foundation for P&L planning and forecasting processes.• Designed and implemented automated, self-service Power BI dashboards for a diverse range of business partners, including finance and accounting users, operations managers, and VPs. Each project was customized for unique audiences, condensing thousands of account combinations, millions of transactions, and billions in annual spend into relevant, digestible information to drive timely, actionable solutions.• Developed an Excel-based model to analyze return on investment (ROI) and EBITDA variances for select strategic capital investments reviewed by the Board. Currently designing a DCF framework to better document, measure, and assess assumed risk on the front-end and hold project managers accountable for controllable financial results and expectations. Show less

Germantown, Tennessee, United States

• Responsible for the integrity of consolidated monthly, quarterly, and annual financial reporting for multiple regions in the US South, including detailed reviews of material journal entries, monthly trial balance reviews, quarterly balance sheet reconciliations, and SOX internal controls testing.• Developed and trained six divisional controllers, each overseeing one to two direct reports. While these controllers had formal reporting lines elsewhere, I provided leadership and… Show more • Responsible for the integrity of consolidated monthly, quarterly, and annual financial reporting for multiple regions in the US South, including detailed reviews of material journal entries, monthly trial balance reviews, quarterly balance sheet reconciliations, and SOX internal controls testing.• Developed and trained six divisional controllers, each overseeing one to two direct reports. While these controllers had formal reporting lines elsewhere, I provided leadership and mentorship through a "dotted line" structure, guiding their performance and ensuring alignment with regional financial objectives. Played a key role in interviewing and recommending candidates during the hiring process, helping to identify and onboard top talent for the team.• Deployed a new forecasting model for use at all 22 locations within the segment to improve the accuracy and consistency with which divisional financial information is entered, consolidated, and communicated to senior leadership; designed an ancillary model to forecast inventory valuation changes based on prevailing market conditions.• Co-hosted a three-day business fundamentals workshop, training 50 leaders across multiple functions – including divisional controllers, operations supervisors, superintendents, and general managers – in key finance principles such as cost analysis and interpreting financial information.• Led efforts to eliminate, consolidate, and reduce frequency of superfluous accounting entries and redundant reports; collaborated with sales, payroll, and BI teams to create custom queries and standardized reports, reducing over 40 manual journal entries (half of which required multiple reviews) to just two centralized entries.• Helped design, implement, and monitor new internal controls to ensure SOX compliance, resulting in West Fraser’s first unqualified auditor opinion in its inaugural year as a publicly listed company on the NYSE. Show less

Augusta, Georgia, United States

• Oversaw timely and accurate full-cycle accounting for the division, including monthly journal entries, balance sheet reconciliations, and financial statement preparation and reporting using Oracle E-Business Suite Applications (EBS), JD Edwards (ERP), and IBM Maximo.• Managed a team with two direct reports; supervised full-time security contractors; and coached operational leaders on financial matters relating to their respective areas of responsibility.• Responsible for the… Show more • Oversaw timely and accurate full-cycle accounting for the division, including monthly journal entries, balance sheet reconciliations, and financial statement preparation and reporting using Oracle E-Business Suite Applications (EBS), JD Edwards (ERP), and IBM Maximo.• Managed a team with two direct reports; supervised full-time security contractors; and coached operational leaders on financial matters relating to their respective areas of responsibility.• Responsible for the coordination and preparation of the division’s strategic capital plans, annual operating plans, and monthly forecasting, including actuals to actuals comparisons and actuals to plan/forecast variances in addition to account-specific flux analyses.• Developed high-level KPI scorecard used to summarize and benchmark cost improvements and other key operational goals relative to other divisions, which was later standardized across the entire lumber segment following a presentation to VPs, the CEO, and the Chairman of the Board.• Provided operational and financial support and analysis for various stakeholders, including members of the division’s management team and the U.S. and Canadian corporate offices. Show less

Seattle, Washington, United States

• Managed consulting and compliance engagements with teams across two continents, overseeing project budgeting, billing, scheduling, and prioritization of deadlines to ensure seamless coordination and delivery of customer-focused services.• Mentored new staff, provided and solicited feedback, helped set development goals, and conducted detailed reviews and signoffs of junior staff work prior to client delivery.• Drafted presentations, memoranda, charts, and tables for various… Show more • Managed consulting and compliance engagements with teams across two continents, overseeing project budgeting, billing, scheduling, and prioritization of deadlines to ensure seamless coordination and delivery of customer-focused services.• Mentored new staff, provided and solicited feedback, helped set development goals, and conducted detailed reviews and signoffs of junior staff work prior to client delivery.• Drafted presentations, memoranda, charts, and tables for various engagements, simplifying complex tax concepts into digestible, actionable solutions for clients.• Developed an Excel-based valuation model for a leading telecommunication company to account for differences between GAAP and IFRS treatment of stock-based compensation and legacy grants following a major acquisition. Delivered a virtual workshop to teach these concepts to 30+ client participants, providing CPA continuing education credits to attendees.• Prepared and reviewed quarterly and annual income tax provisions in accordance with both GAAP (ASC 740) and IFRS (IAS 12), including carve-out provisions and other complex tax issues related to mergers and acquisitions.• Served as a tax subject matter specialist on multiple audit engagements under GAAS and AICPA standards. Show less

Seattle, Washington, United States

• Developed a forecasting methodology used to quantify a client’s expected capital investment and employment activities in California, resulting in a successful application and award of several million dollars in state income tax credits over multiple years.• Planned and executed state and local indirect tax consulting services, including sales & use tax, gross receipts tax, overpayment reviews, reverse audits, taxability matrices, audit defense services, apportionment analysis, nexus… Show more • Developed a forecasting methodology used to quantify a client’s expected capital investment and employment activities in California, resulting in a successful application and award of several million dollars in state income tax credits over multiple years.• Planned and executed state and local indirect tax consulting services, including sales & use tax, gross receipts tax, overpayment reviews, reverse audits, taxability matrices, audit defense services, apportionment analysis, nexus planning, merger and acquisition due diligence, and voluntary disclosure agreements.• Researched and wrote client-facing memoranda on topics such as sales and use tax exposure and contingent losses under ASC 450, state income and franchise tax nexus considerations, and implications of federal tax reform following the 2017 TCJA. Show less

Santa Clara, California, United States

Prepared quarterly and end-of-year financial reports and performed periodic trial balance review; assisted professors by proof-reading and editing draft submissions for major global publishing houses; and trained/on-boarded two new staff members, prompting the preparation of a new how-to guidebook that documented best practices for existing and future employees.

Santa Clara, California, United States

Served as business school liaison, specializing in business reports, memorandum, case studies, and other written assignments for those enrolled in the Leavey School of Business; met in-person with five to seven clients each week to assess assignment objectives, workshop ideas and arguments, and ultimately develop their written communication skills; helped organize and participated in two workshops to improve tutor-client relations and implement effective pedagogy; helped recruit, train, and… Show more Served as business school liaison, specializing in business reports, memorandum, case studies, and other written assignments for those enrolled in the Leavey School of Business; met in-person with five to seven clients each week to assess assignment objectives, workshop ideas and arguments, and ultimately develop their written communication skills; helped organize and participated in two workshops to improve tutor-client relations and implement effective pedagogy; helped recruit, train, and onboard over ten new staff members. Show less

Santa Clara, California, United States

Interviewed and published biography on an award-winning Professor of Economics for the Business School biography page and school newspaper; drafted and published several exhibit labels, written highlights, and artist introductions for the de Saisset Museum at Santa Clara University; copyedited official guidelines promulgated by the Santa Clara University Transportation Services.

Santa Clara, California, United States

Led core team of three student employees at Santa Clara's KSCU Radio to coordinate and promote all on-campus musical events; acted as relations officer and intermediary between artist and venue; assisted with and supervised the distribution of promotional artwork and flyers; most notably, when faced with a no-show opening act a few hours before doors opened at a relatively large event we were sponsoring (i.e., a very high stress, panic-inducing moment for most of our team), a colleague and I… Show more Led core team of three student employees at Santa Clara's KSCU Radio to coordinate and promote all on-campus musical events; acted as relations officer and intermediary between artist and venue; assisted with and supervised the distribution of promotional artwork and flyers; most notably, when faced with a no-show opening act a few hours before doors opened at a relatively large event we were sponsoring (i.e., a very high stress, panic-inducing moment for most of our team), a colleague and I agreed to step on stage and improvise a few silly songs of our own to assuage the crowd, thus performing an opening set for the Neon Trees, the band headlining the event that evening. Show less

Bachelor Of Commerce (B.Com.), Finance, Economics

Master Of Professional Accounting (Mpacc), Taxation

Certificate In Accounting

Education record

Associate Certificate, Industrial Wood Processing