Summary
Overview
Work History
Education
Skills
Certification
Affiliations
Languages
Timeline
Generic

James P. Ogan

Escalon,USA

Summary

Strategic finance leader with robust experience in corporate financial management and strategic planning. Strong focus on team collaboration, driving financial performance, and adapting to changing business needs. Expertise in financial analysis, budgeting, risk management, and compliance. Known for reliability and achieving significant results through effective leadership and strategic decision-making.

Overview

1
1
Certification

Work History

Fractional CFO / Consultant

PREFERRED CFO
  • Serving diverse industries nationwide, providing direction in business strategy, financial planning and analysis, budgeting, and cash flow management
  • Reducing operational costs by identifying areas for improvement and implementing cost-saving measures across various departments.
  • Prescribing changes to financial statements and internal controls for sound periodic and bank reporting.

Chief Financial Officer

INFINITY SPORTS, INC. DBA GUN ACCESSORY SUPPLY
  • Primary financial advisor to private ownership on strategy and planning, financial and tax preparation, bank financing, operating results and cash flow forecasting, cost structure and containment, capital investment, corporate valuation, and representing organization in professional negotiations
  • Analyzed operational issues and implemented corrective action to maximize profits. Developed weekly operational warehousing performance indicators for maximized labor efficiency.
  • Acquired building refinancing and operational lines of credit, rebuilding financial statements and reporting structures. Developed new sales commission program for increased incentivization of sales team.


Vice President, Finance and Accounting

DIAMOND FOODS HOLDINGS, LLC
  • Executive advisor to senior management on operational results, financial planning, forecasting, strategy investment and return, and representing organization in banking, leasing, and insurance negotiations
  • Led cross-functional teams for the successful completion of major projects, resulting in increased efficiency and client satisfaction.
  • Managed financial planning and budgeting processes, ensuring fiscal responsibility and maximizing return on investments.

Corporate Controller

TEASDALE FOODS, INC.
  • Tasked with building and mentoring new finance team in private equity environment, as well as automating critical processes currently spreadsheet driven.
  • Providing guidance on acquisition and intercompany transactions and establishing internal controls company wide
  • Managed external audits effectively, resulting in clean audit opinions year after year.
  • Supervised accurate, efficient, and compliant completion of monthly financial reporting packages.

Corporate Controller

FISHER NUT COMPANY
  • Partnering with ownership, engaged reengineered costing and crop models; managed all aspects of administration - including finance and taxation, human resources, and IT
  • Collaborated cross-functionally to drive process improvements throughout the organization, positively impacting overall performance metrics.
  • Oversaw treasury functions including cash management activities, optimizing working capital levels for maximum return on investment while minimizing risk exposure.

Corporate Finance / Business Analysis

HILMAR CHEESE COMPANY
  • Recruited to join Finance group and provide leadership/experience in optimizing efficiencies in accounting operations. Championed process improvement initiatives that led to streamlined workflows and increased operational efficiency
  • Participated in strategic planning and expansion, financial analysis and reporting, IT automation, and audit processes
  • Developed infrastructure (people, policies, processes, and systems) to support fiscally-sound growth operations

Divisional Controller

SUPER STORE INDUSTRIES
  • Led full-scope accounting operations and complete financial reporting for $150M dairy products business unit
  • Controlled costing and pricing for eight corporate and multiple private label product categories
  • Directed treasury functions, including EDI management and capital project budgeting
  • Managed $10M inventory and developed/presented periodic operational results and divisional budgets to executive teams
  • Charged with new product analysis and pro forma creation

Education

BS - Accounting

Arizona State University
Tempe, AZ

Certified Public Accountant (CPA) - State of California

Certified Global Management Accountant (CGMA) -

AICPA

Skills

  • Financial reporting & analysis
  • Strategic planning & risk management
  • Budgeting and audit oversite
  • Treasury & capital management
  • Project & finance team leadership
  • Product costing & margin analysis
  • Cross-functional team leadership
  • Successful staff mentoring and growth

Certification

  • Certified Public Accountant (CPA), California
  • Certified Global Management Accountant (CGMA), AICPA

Affiliations

American Institute of Certified Public Accountants

Languages

English
Native or Bilingual
Dutch
Professional Working

Timeline

Certified Public Accountant (CPA) - State of California

Certified Global Management Accountant (CGMA) -

AICPA

Fractional CFO / Consultant

PREFERRED CFO

Chief Financial Officer

INFINITY SPORTS, INC. DBA GUN ACCESSORY SUPPLY

Vice President, Finance and Accounting

DIAMOND FOODS HOLDINGS, LLC

Corporate Controller

TEASDALE FOODS, INC.

Corporate Controller

FISHER NUT COMPANY

Corporate Finance / Business Analysis

HILMAR CHEESE COMPANY

Divisional Controller

SUPER STORE INDUSTRIES

BS - Accounting

Arizona State University
James P. Ogan