Finance Excel Budgeting KPI SQL

JEFF S. LONG

Phone: (***) *** - **** act6nt@r.postjobfree.com

FINANCE/ACCOUNTING PROFESSIONAL

Over seventeen years of financial analysis experience and expertise in the telecommunications, consumer goods, building materials and for profit education industries. Background in broad financial support specializing in financial modeling (discounted cash flows, EBITDA multiples, ROI), business case analysis, financial reporting and accounting support. Over three years at Reddy Ice, acted as financial project lead on all acquisitions (48 closed) for an aggregate purchase price of $78M, adding $60M of annual revenue and $16M of annual EBITDA.

Computer Skills: MS Office (advanced Excel & PowerPoint), Hyperion-Essbase, SQL, SAP, AS400, COGNOS, Microsoft Dynamics Great Plains, Microsoft FRx, Solver BI360

AREAS OF EXPERTISE

Microsoft Excel Expert

Business Case Analysis

SEC Filings (10Q, 10K, 8K, Proxies)

Financial Analysis

Strategic Planning

Budgeting/Variance Analysis

SQL

Six Sigma Green Belt

Financial Modeling

Presentations & Reports

Client Relationships

Business Valuation (M&A)

PROFESSIONAL EXPERIENCE

OGLE SCHOOLS, Arlington, TX, 2012 – Present

Controller

Manage all accounting, payroll and finance functions of the company

Manage the annual audit; develop and lead annual budget and quarterly forecast process

Preparation of all financial packages for the executives, department heads, school directors and our owners (a private equity firm)

Cash flow and balance sheet managing to adhere to debt covenant restrictions

Support the month-end close process with my team of four

Successfully integrated a new business intelligence software suite

Handle all ad hoc requests from executive team

REDDY ICE, Dallas, TX, 2010 - 2011

Acquisitions Finance Lead

Project lead on all acquisitions (27 closed) for an aggregate purchase price of $35M, adding $32M of annual revenue and $8M of annual EBITDA

Responsible for on-site financial/operational reviews and gathering/analyzing relevant legal documents

Oversaw final preparation of proforma financials and post-acquisition integration planning

Budgetary responsibility for all acquired companies

LEHIGH HANSON, Irving, TX, 2008 - 2010

Business Manager, Regional Finance Division

Responsible for month end operations/financial commentary and quarterly competitor analyses

Worked directly with the Regional Business Director and Regional President on quarterly performance presentations, bi-monthly meetings and annual budget preparation

Developed all forecasts for regional businesses, of which there are ten major operators (in cement, ready-mix concrete and aggregates), with annual sales of $800M - $1,000M

REDDY ICE, Dallas, TX, 2006 - 2008

Analyst, Acquisitions & SEC Reporting

Worked with the CFO and VP of Accounting & Treasurer on SEC filings and annual budget preparation

JEFF S. LONG

Phone: (469) 418 - 8396 act6nt@r.postjobfree.com

Updated and maintained long-term business model for CFO’s use in determining future financial position, sales and EBITDA targets, and available cash for our outstanding credit covenants and expected dividend payout ratio levels

Financial project lead on all acquisitions (21 closed) for an aggregate purchase price of $43M, adding $28M of annual revenue and $8M of annual EBITDA

MCI/VERIZON, Dallas, TX, 2004 - 2005

Sr. Financial Analyst, Corporate Finance

Created and analyzed models for acquisition and divestiture considerations in the Corporate Finance/Strategic Planning group using DCF analysis & relative comps (EV/Sales, EV/EBITDA)

Performed business case modeling to determine viability of entering new markets (geographical or new service offerings) for advanced telephony / communication purposes

BANK OF AMERICA, Dallas, TX, 2002 - 2004

Sr. Financial Analyst, Technology & Operations Finance

Managed an operating budget of $75M and assist on Tech & Ops overall budget of $700M

Interacted with Engineering, Legal, Supply Chain, and vendors to assess impact of project costs

Analyzed supplier financials for contract negotiations, including financial stability requirements (debt service coverage, debt to EBITDA minimums) to support ‘opt-out’ clauses

Performed month-end financial reporting

CITIZENS COMMUNICATIONS, Dallas, TX, 1996 - 2001

Cost Analyst, Regulatory & Corporate Finance

Supervised business case modeling for capital expenditures and market entry decisions

Lead analyst on the due diligence with respect to the Citizens/Frontier merger; performed valuation of Frontier’s network and their customers

EDUCATION

MS Finance - University of Texas, Dallas

BA Economics - University of North Texas

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