Supply Chain Inventory Management

JEFFREY J. HOLMES CPA MBA

***** *. **** *****

Scottsdale, AZ 85260

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

CORPORATE FINANCE & OPERATIONS LEADER

Highly experienced and accomplished Senior Finance and Operations Executive with a record of achievement improving the financial and operational performance of organizations in restaurant, engineering, mapping, software design and distribution through leadership in Sales, Finance, Accounting, Supply Chain Management, and Marketing.

I am a Certified Public Accountant in the State of Colorado, proficient in directing core finance and accounting functions including budgeting, cost accounting, cost/benefit analysis, financial analysis, expense control, internal controls, financial statements, audits, general ledger, payroll, reporting and sales forecasting.

Practiced in the effective management of supply chains through leadership in distribution, inventory management, logistics, cost reduction and process improvement.

Technically savvy with demonstrated skills driving the application of technology to enhance the effectiveness of finance, accounting, supply chain management, sales and marketing. Well versed in infrastructure design, data warehousing and IT strategy development.

CORE COMPETENCIES

P&L • Sales Driver • Project Management • Startups • Turnarounds • M&A • Strategic Planning •

Team Leadership & Motivation • Distribution • Inventory Management • Logistics • Cost Reduction • Process Improvement • Budgeting • Cost Accounting • Cost/Benefit Analysis • Financial Analysis • Expense Control • Internal Controls • Financial Statements • Audits • General Ledger • Payroll • Reporting • Sales Forecasting

PROFESSIONAL EXPERIENCE

Hi Level Logistics, llc., Scottsdale, AZ 2021 – Present

A statewide manufacturing, producing, and retail company.

CEO/CFO

Oversee all corporate communications with the public, government agencies, shareholders, staff, and other stakeholders. Established all the daily management procedures and offered directions for business choices. Execution of the business’ short- and long-term strategies. Directing the creation and implementation of the business's long-term plan to maximize shareholder value. Review of business processes and controls to clarify the course of the turnaround tactics.

Execute and oversee all accounting and financial procedures for the entirety of the organization. in charge of every facet of the startup business.

J & R Company, Inc., Scottsdale, AZ 2011 – 2021

A company specializing in mergers and acquisitions.

CEO/CFO

Manage all communications on behalf of the company to shareholders, employees, government authorities, other stakeholders and the public. Responsible for all day-to-day management decisions and for implementing the

company’s long and short-term plans. Leading the development and execution of the company’s long-term strategy with a view to creating shareholder value. Business process and control review to provide clarity on the direction of the specific turnaround strategies.

Operator

Manage full-service restaurant operations, then hand off the General Manager and continue to assist in process improvement and daily monitoring. These locations began as franchise and evolved into independent start up businesses, due to COVID impact.

Fresh Pack Produce, Inc., Denver, CO 2009 – 2011

A produce distribution company serving a 6-state region recently acquired to be turned around and listed for sale.

CFO

Take the lead in driving continuous improvement in the delivery of Finance and Accounting functions. Provide the vision and leadership enabling the planning, implementation and management of communication and information technologies. Orchestrate development and implementation of Information Technology strategic plans, policies and programs as well as delivery of computer services, network communications, transactional computing processes, information management and security.

Enabled a 40% increase in revenues by creating new efficiencies across the business.

oDeveloped multiple debt structures to assist in company growth and provide a safety net for cash flow.

oGuided selection of an ERP system strategically aligned with industry and business processes.

oNegotiated a multi-million-dollar lease for 100,000 square foot distribution facility to significantly cut overhead expenses.

oImproved delivery of accounting services. Created interim automated accounting processes by fully utilizing a partially implemented ERP legacy system.

Managed safety department and generated highest customer and regulatory audit scores in company history.

Created and implemented the company’s first annual budgeting system. Orchestrated the budget process with all departments and senior management.

JEFFREY J. HOLMES CPA PAGE TWO

Jeppesen Sanderson (a Boeing Company), Englewood, CO 2008 – 2009

The global leader in aeronautical, rail, and marine mapping with nearly $1B in sales and a 90% market share.

Western Hemisphere Controller and Sr. Manager

Directed the efforts of 31 professionals tasked with providing all accounting support for this global billion-dollar company. Ensured the execution of proper accounting across many complex ownership structures designed to minimize taxation in the United States and abroad.

Streamlined revenue recognition on major customer projects while simplifying global consolidation and reporting processes.

Ensuring the integrity of reporting around the globe. Created the global reconciliation process that enabled this achievement.

Markedly improved the timeliness and accuracy of financial reporting.

I played a key role in successful Oracle 12 implementation. Provided accounting and finance leadership in the initiative.

Shamrock Foods Company, Commerce City, CO 2001 – 2008

A regional broadline food distributor serving the 7 western states, with $3B in revenue, and 2500 employees.

Divisional CFO/Controller

Adroitly mitigated the financial risks of the corporation. Provided leadership in financial planning, record-keeping financial reporting, debt financing and budget management. Ensured the delivery of accounting services in strict compliance with Generally Accepted Accounting Principles.

Spearheaded production of periodic financial reports, maintenance of an adequate system of accounting records, and a comprehensive set of controls designed to mitigate risk and enhance the accuracy of the company's reported financial results.

Fueled a doubling of divisional sales growth in only four years.

oDeveloped a world-class staff and designed incentive-based pay plan for operations and sales team that enabled this achievement.

oReduced month end close from 14 days to 4 days with no compromise in financial integrity.

Cleaned up a $10M balance sheet adjustment over an 18-month period.

Knight Piesold Company, Denver, CO 1999 – 2001

A global engineering consulting firm that designed airports, streets and highways, airports, mining and reclamation systems in the mining industry. Revenues were $90M at the time.

CFO/Controller

Provided leadership in financial planning and record-keeping as well as in accounting including production of periodic financial reports, maintenance of an adequate system of accounting records, and development of a comprehensive set of controls designed to enhance the accuracy of the company's reported financial results.

Positioned the organization to survive any Y2K issues. Implemented project-based ERP system during 1999 in the height of the Y2K scare.

Created the controls and processes essential for global growth. Revamped the entire department.

Contributed to the generation of 65% of all company revenue. Conducted all negotiations with major customers.

JEFFREY J. HOLMES CPA PAGE THREE

Golden Star Resources Ltd., Denver, Colorado 1998 – 1999

Golden Star Resources was a fully market funded exploration company. The focus was on the exploration of gold and copper. Golden Star was in its infancy stage in the late 1990’s and did not have a revenue stream. The company owned claims and had a presence in many countries in South America.

Financial Reporting Manager

Provided SEC reporting and financial statement generation. Performed consolidations for foreign and domestic subsidiary companies as well as statutory reporting for foreign and domestic subsidiaries. Vetted foreign accounting processes and personnel in United States and various countries in South America.

Developed and maintained an internal and external financial reporting system (Frx).

Drove the centralization of the accounting processes.

BHP Mineral, Inc., Golden, CO 1996 – 1998

A global mining company exports mining opportunities throughout the world. Revenues were $18B company wide.

Controller

Held authority for all financial planning and record-keeping, as well as financial reporting to the corporate office. Guided all accounting operations of the North American exploration division including production of periodic financial reports, and maintenance of an adequate system of accounting records. Drove development and enforcement of a set of controls designed to mitigate risk and enhance the accuracy of the company's reported financial results.

EDUCATION

MBA, University of Phoenix, Denver, CO

BS, Accounting, University of Colorado, Denver, CO

Contact this candidate