Manager Management

JAMES E. ELLIOTT IV, C.P.A.

**** ***** ******, ******, ** 80005

303-***-**** *********@*.***

Seasoned CPA and trusted advisor

Results-oriented, dedicated, innovative, self-directed professional with excellent problem solving and analytical

skills.

Financial Modeling Strategic / Long Range Planning Budgeting / Forecasting

Variance & Trend Analysis Financial Advisor Capital Planning

Management Reporting Cost Controls / Operational Efficiency Project Management

Balanced Scorecard Risks & Opportunities Incentive Compensation Management

Internal Control Development Accounting Policy Development General Accounting (AP,GL,FA,AR)

PROFESSIONAL EXPERIENCE

CROP PRODUCTION SERVICES Loveland, Colorado (April 2014 –

November 2014)

Regional Finance Manager-Canada: Managed a team of two Financial Analysts responsible for the Canadian

operations of a farm input company (seed, fertilizer, crop protection) with 2 regions, 15 districts, and 250+

branches contributing $2.2B revenue, $160MM EBITDA.

• Provide accurate, timely, and reliable financial reports to Regional, Divisional, Branch, and Corporate

management

• Interpret financial information and provide consultation on business issues

• Work directly with Branch, Divisions, and Regions to identify opportunities for increased profitability

• Lead integration efforts of newly acquired business

• Coordinate the preparation of budgets, strategic plans, quarterly presentations, forecasts, and monthly business

narratives

• Collaborate with Accounting and Finance personnel on internal allocation methodologies

• Provide support for monitoring internal controls

• Submit regulatory statistical submissions to the Canadian government

VISTAR CORPORATION Centennial, Colorado (November 2010 – April 2014)

Manager – Financial Planning & Analysis: Managed a highly effective team of three Senior Financial Analysts

that orchestrated an effective, collaborative financial planning and forecasting process with 96%+ accuracy for a

Candy, Snack, and Beverage Company with 21 distinct operating units, $2.1B revenue, $80MM EBITDA, resulting

in consistent double digit EBITDA growth.

• Complete monthly forecasts for all operating units including risk & opportunities with emphasis on continuous

improvement

• Develop detailed annual operating and capital expenditure budgets to the lowest levels of the company

• Create financial presentations for the President and CFO to present at Board of Director Meetings, executive staff

gatherings, and vendor events

• Prepare meaningful and timely analysis for Executive Management and Corporate Finance that provide keen

insights for ongoing management of the business

• Analyze selling margin performance and expense ratios which resulted in over $100K in savings

• Monitor and analyze performance of new business initiatives

• Publish monthly management reports with focus on the business by segment, customer type, and product

• Facilitate quarterly review meetings with Operating Unit presidents and senior management to review financials,

sales pipeline, current market dynamics

• Build and maintain trusting and collaborative relationships with executive management, operating unit personnel,

and corporate headquarters

• Lead a cross-functional team to increase reporting system productivity

JAMES E. ELLIOTT IV, C.P.A. Page 2

PROFESSIONAL EXPERIENCE (continued):

DEFAULT SERVICING SOLUTIONS, LLC Englewood, Colorado (January 2010 –

October 2010)

Director – Finance (Contract Position): Managed the entire finance and accounting function with a staff of five

for two partnerships with $8MM assets, $19MM revenue, $17MM expense.

• Implemented new policies and internal control procedures to bring accounting function in alignment with GAAP.

Successfully managed the partnerships’ first financial audit

• Instituted a collection procedure which reduced total receivables and delinquent accounts more than 50%

• Reduced monthly close cycle from 3 weeks to 1 week

• Initiated project to upgrade accounting system, including automation of fixed assets and purchasing modules,

which will save the company $10K over 3 years

• Developed meaningful and timely reporting and analysis for CEO and Partners

• Prepared analysis on postage expenses supporting purchases that will save the company $1MM over 3 years .

• Developed an investment strategy and new banking relationships to increase functionality and save $6K annually

in banking fees

• Developed the partnership’s first detailed line item budget and developed reporting to drive accountability

• Collaborated with operating units to understand their businesses and integrate procedures

KEYCORP Superior, Colorado (2000 –

2008)

Director – Business Planning & Analysis: Directed the financial planning and forecasting process for leasing

subsidiary with 5 distinct operating units, $13B+ managed assets, $0.6B revenue, $0.4B expense, which resulted in

consistent high double digit growth in contribution margin.

• Created intricate financial models and templates to develop 3-year strategic plans, laying the foundation for

sustained profitable growth and anticipating industry and market trends.

• Developed annual operating budgets with tactical strategies and defined measures of success .

• Provided meaningful and timely analysis for Executive Management and Corporate Finance.

• Published comprehensive monthly reporting package providing information and insightful analysis of the

Company’s financial performance including trends in key indicators and plan variances for executive team .

• Developed and maintained financial metrics critical to the Company’s success for the business scorecard.

• Built and maintained trusting relationships with executive management and peers across many departments.

• Collaborated with business unit finance partners to understand their businesses and their impact on the total line

of business.

• Managed the Total Compensation process including incentive compensation and base pay adjustments: designed

annual production and staff plans, calculated pools and payouts, integrated IC plans with financial plans, provided

policy advice to managers, and produced reports to ensure results met stated objectives.

• Influenced the development of accounting policies & methodologies to ensure proper internal controls; ensured

proper implementation.

• Researched and communicated Risks & Opportunities, along with mitigating factors and alternatives, to

Executive Management for action.

• Lead various finance-related analytical projects as directed by the CFO and Corporate Finance, including staffing

analysis, profitability analysis, overhead and support costs analysis, business case development, and

organizational transitions.

• Financial Advisor for both the operating unit’s advisory services unit with $0.9B new originations and the

centralized management center with six departments and $0.1B expenses.

• Direct supervisor of two financial analysts as well as managing the people and process for the ten member FP&A

team without having direct supervisory responsibility.

JAMES E. ELLIOTT IV, C.P.A. Page 3

PROFESSIONAL EXPERIENCE (continued):

U S WEST COMMUNICATIONS Denver, Colorado (1987 –

2000)

Financial Advisor – Business & Government Solutions (1997 – 2000)

Financial Analyst – Long Range Plan (1995 – 1997)

Manager - Multimedia Communications Accounting (1993 – 1995)

Manager - Accounts Payable (1990 – 1993)

Manager - Subsidiary Accounting (1988 – 1990)

Internal Auditor (1987 – 1988)

• Management Reporting

• Long Range Planning

• Financial Advisor

• Project Management

• General Accounting

• Internal Controls & Policy Development

PRICE WATERHOUSE Denver, Colorado (1984 – 1987)

Staff Auditor: Managed and participated in financial audits and internal control reviews for clients in a variety

of industries including manufacturing, banking, brokers & dealers in securities, managed mutual funds,

government, high technology, and publishing.

EDUCATION, CERTIFICATION, PROFESSIONAL MEMBERSHIPS

• B.S., Accounting - University of Denver (Summa Cum Laude; GPA 3.90)

• Certified Public Accountant, Active License – State of Colorado

• Colorado Society of CPAs

• American Institute of CPAs

COMPUTER SKILLS

• Advanced Microsoft Excel including database management, pivot tables, special formatting

• Microsoft Word and PowerPoint

• Forecasting & Reporting Tools (INEA, Essbase, OLAP, Hyperion)

• Accounting Systems (MSA/Dun & Bradstreet, Great Plains, MIS)

Contact this candidate