Financial Controller Fp A

JEREMY GRAY

Financial Controller Senior Finance Manager FP&A Analyst

Phone: 503-***-**** Email: ******@***************************.***

LinkedIn: linkedin.com/in/jeremysgray

PROFESSIONAL SUMMARY

Results-driven Financial Controller and Senior Accountant with 16+ years of progressive experience in financial management, analysis, and operations across diverse Pacific Northwest organizations. Expert in financial reporting, budgeting, forecasting, and cost optimization with demonstrated ability to reduce operational expenses by 15-25% while maintaining regulatory compliance. Proven leader in implementing financial systems and processes that drive profitability and operational efficiency. Skilled in managing multi-million dollar budgets, investor relations, and cross-functional team leadership.

PROFESSIONAL EXPERIENCE

Columbia Business Development LLC Senior Finance & Accounting Consulting 2017–Present

Client Portfolio Management

Providing financial controller and accounting consulting services to 15+ organizations including:

Elev8 Residential (PM), Cary Kopczynski & Co (Structural Engineering), Abacus Bioscience (Biotechnology), Pacific Northwest Parkour Association (Non-Profit), H-E Parts International (Industrial Manufacturing), HDT Bio, Edifects (Healthcare IT), TV2 Consulting (IPTV), Domestic Violence and Sexual Assault Services, San Gennaro Foods, Inc. (Food Production), Uli’s World Famous Sausage, Uli’s Biergarten (F&B), GeoEngineers, Treehouse, Tom Bihn LLC, Power Systems Consultants Inc (Electrical Engineering), Nia Tero, Bright Beginnings for Kittitas County, Corfini Gourmet, Triumph Expo and Events Inc, Health Alliance International, Movere, Inc.

Leaph, Auburn, WA Financial Controller 2015–2017

Managed comprehensive financial operations for growing cPMG, overseeing sales reporting, contract analysis, and investment finance management with direct accountability to executive leadership

Developed and executed cost analysis strategies that resulted in 20% reduction in operational expenses while maintaining service quality and regulatory compliance standards

Led product launch financial modeling and market projections for new product initiatives, providing critical data for strategic decision-making and resource allocation

Streamlined vendor relationship management and procurement processes, improving payment processing efficiency by 30% and strengthening supplier partnerships

Designed and implemented KPI modeling framework based on current market trends and revenue growth metrics, enabling data-driven executive decisions

Managed complete financial cycle operations including receivables, payroll processing, bank reconciliations, credit card expense reporting, and month-end close procedures

Processed and maintained onboarding systems, ensuring compliance with financial regulations and accurate compensation tracking

Maintained capitalization tables and managed investor relations communications, facilitating transparent financial reporting to stakeholders

EDUCATION

University of California at Santa Cruz – Bachelor of Arts

Professional Development:

QuickBooks ProAdvisor Certification

Advanced Financial Analysis & Modeling

GAAP & Financial Reporting Standards

Leadership & Management Training

TECHNICAL PROFICIENCIES

Financial Software: QuickBooks (ProAdvisor Certified) NetSuite Pronto ERP SAP

Advanced Analytics: Microsoft Excel (Advanced Functions, Pivot Tables, Financial Modeling) Power BI Tableau

Accounting Systems: General Ledger Management Accounts Payable/Receivable Payroll Processing Tax Preparation

Compliance & Reporting: GAAP Financial Statement Preparation Audit Management Regulatory Reporting

CORE COMPETENCIES

Financial Management

Financial Planning & Analysis (FP&A)

Budget Development & Management

Financial Forecasting & Modeling

Cost Analysis & Reduction

Cash Flow Management

Capital Investment Analysis

Operations & Leadership

Process Improvement & Optimization

Cross-Functional Team Leadership

Vendor & Supplier Management

Project Management

Change Management

Strategic Planning

Technical & Analytical

Financial Reporting & Analysis

KPI Development & Monitoring

Risk Assessment & Management

Internal Controls Implementation

Data Analysis & Visualization

Regulatory Compliance

ACHIEVEMENTS & RECOGNITION

Cost Optimization Leader: Consistently achieved 15-25% operational cost reductions across diverse client portfolios while maintaining service quality

Process Innovation: Implemented financial systems and processes that reduced month-end close time by 40% and improved reporting accuracy

Client Retention: Maintained 95% client retention rate over 8+ years of consulting services, demonstrating exceptional service delivery and results

Cross-Industry Expertise: Successfully managed financial operations across multiple industries including biotechnology, engineering, manufacturing, and non-profit sectors

Technology Integration: Advanced proficiency in several ERP systems and financial software platforms, enabling rapid system implementations and optimizations

References available upon request

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