Jeff is a results-oriented finance executive bringing more than 25 years experience in finance and accounting, product management, entrepreneurship, and operations in leadership roles. He has a long record of sound business judgment and successful project execution in private entities and SEC registrants across a diverse set of industries. He takes a holistic view of business problems, allowing for thoughtful evaluation and innovative, practical solutions that provide real value. Jeff has had operational and profit-center budget accountability, bringing experience and empathy to a range of business situations as a trusted advisor.
Understanding the business, strategy, goals and impact of outside market forces is critical to thoughtful planning. Here’s where cross-functional experience across the business and learnings from other businesses in different industries of varying complexity is so important. My skill in quantitative analysis allows me to look at problems from a different lens and creatively problem-solve, particularly with emerging technologies and the challenges they present.
I enjoy bringing controllership to the next level, transforming the accounting function from compliance to value-based leverages my analytical skills and experience to move accounting to become closer to the business and focused on delivering actionable insights as a trusted advisor. I have either led or been significantly involved in a number of key changes including revenue recognition, lease accounting, and cloud computing activities.
I have been involved in SOX (Sarbanes-Oxley) optimization projects, review and testing, as well as process documentation and simplification. Process improvement feels like part of my 'business DNA' and is a consideration in nearly everything I do. The value differentiator here is to how to get more out of the business process beyond pure streamlining.
I have considerable experience with systems implementations, from project manager to subject matter expert, developing a clear business case, performing due diligence, testing and production launch. With huge investments in systems, realizing value is critical, and understanding how to adapt business process, configure, and leverage dates to unleash the full potential value in systems is an important differentiator for me.
Industry Experience
Strengths
Experience
Financial Solutions Consultant/ Principal
Clifton Larson Allen
Director of Finance
UnitedHealth Group
Financial Solutions Consultant
Four Point Partners
Product Manager/ Product Marketing Manager
Retek Information Systems
Education
BS, Accounting & Mathematics
University of Minnesota- Twin Cities
Certification
CPA (inactive)
Contact
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Industrials
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Consumer & Retail
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