JARED COOPER
Petaluma,CA
Summary
A finance leader with over 15 years of experience in finance for technology, insurance & telecommunications industries. Demonstrated skills in building cohesive teams to meet and exceed financial goals. Excellent reporting and relationship-building abilities.
Overview
21
21
years of professional experience
Work History
Finance Director
Allianz Technology Of America
07.2022 - Current
- Lead 15-person finance team in all financial planning and analysis, financial business partnering and pricing for 400 million revenue budget under $4 billion revenue international organization
- Standardized forecast, planning, and pricing exercises and established collaborative process that led to reaching 2022 year-end forecast within 1%
- Regularly coordinate and collaborate with all company business owners
- In 2023 saved approximately $16mn through cost optimization activities
- Set clear departmental objectives and developed effective strategies to achieve targeted goals
- Generated financial and operational reports to assist management with business strategy
- Partner with IT and operational leadership to develop financial business plans with detailed benchmarks then actively monitor budget and revenue trends to steer and inform decision-making
- Spearheaded expansion strategies through 4 separate mergers
- Shifted finance business partners team from operating data experts and plan evaluators to decision experts and co-pilots.
Finance Manager
Allianz Technology Of America
04.2016 - 06.2022
- Lead 5-person finance team in all financial planning, analysis, reporting & IT financial business partnering
- Developed new and improved financial reporting specific to needs of board of directors, executive team, parent company Allianz and business partners
- Developed new planning process and simplified budget control structures enabling all business owners to more easily steer their organizations financially
- Led team in supporting all IT Leaders, meeting regularly to review financial results, provide strategic guidance and steer to achieve financial targets
- Drive profit increases through market research and strategic asset management to meet dynamic industry conditions.
IT Finance Business Partner
Fireman's Fund
06.2012 - 04.2016
- Provider of Commercial and Personal Insurance
- Managed, coordinated, and presented to senior management budgeting/planning exercise end to end for IT infrastructure and customer service organizations
- Assisted in reducing expense by $7 million in 2014 by working closely with business partners, aggressively analyzing cost structures, head count and making recommendations for structural change
- Worked with CIO and IT team on expense reductions related to migration and consolidation of data centers and global IT services, resulting in millions of dollars of savings
- Developed annual IT budget and 3-year forecast, reporting results, and providing analysis on annual, quarterly, and monthly basis or as needed to CFO, CIO, and IT executives
- Drove strategic planning and dialog efforts for IT, working as a team with executive IT leadership on reporting and communications to parent company Allianz
- Provided financial leadership and analysis in IT vendor relations
- Worked closely with sourcing in vendor contract development
General Manager
X2NSAT
08.2010 - 06.2012
- Responsible for developing and managing budget to meet and/or exceed defined profit goals joining as first manager in startup of satellite communications company
- Managed operational growth and financial benefit in transferring headquarters and service infrastructure to new location
- Performed due diligence for major acquisition in 2010, modeling financial attractiveness and contractual risks of division of publicly traded company
- Led high-performing team that grew from 5 of 15 direct reports over 2 years
- Accurately forecasted within 2% of actual revenue and profit margins after first year of acquisition
- Exceeded goals for 2010 and 2011 through expense management and contract negotiation
- Created and managed key performance indicators to drive profitability
- Met personally with every new customer from acquisition and retained 95% of all acquired contracts
- Managed customer base that varied from billion-dollar oil and gas companies to full-service telecommunication companies.
President/CFO
Integrated Network Communications, INETAV
08.2006 - 06.2009
- First to join small startup as first executive manager outside of founders of network communications provider
- Leading team made up of controller, accountant, sourcing specialist, and purchasing specialist
- Focused business on most profitable and cash generating areas by developing financial models for cash flow, job costing, income statement/balance sheet forecasting, and expense management
- Grew company's annual revenue from $1.6 million to $9 million
- Grew employee head count from 14 to 40 people, while increasing gross profit targets
- Created key performance indicators for entire company, aligning employee skills with company needs
- Refocused sales team's objectives through development of strategic financial plans based on profitability versus top-line revenue
- Established lines of credit, term loans, and all other financial needs of bank creditors and managed corporate governance, union relations, and legal issues.
Manager
UNION BANK
01.2003 - 01.2006
- Led team of 8 employees in all Branch Operations
- Led transition of newly purchased bank office into fully functioning Union Bank of California office
- Achieved highest client and employee retention rate of all 14 purchased offices
- Accomplished net growth in business and consumer loans every year, including acquisition year.
Education
Master of Business Administration - Finance
University of San Francisco
San Francisco, CABachelor of Arts - Communications
Brigham Young University
Provo, UTSkills
- Financial Leadership
- Financial Budgeting and Reporting
- Strategic Planning
- Cost Control and Reduction
- Business Case Development
- Fiscal Management
- Team Building
Accomplishments
- Advanced Excel Skills, SAP, Tableau, and Hyperion
- Succeeded in Allianz Executive Assessment Center performed by Morgan Philips Talent Consulting company
- ASSOCIATIONS
- Vistage International
- CIS Advisory Committee, Santa Rosa Junior College
Timeline
Finance Director
Allianz Technology Of America
07.2022 - Current
Finance Manager
Allianz Technology Of America
04.2016 - 06.2022
IT Finance Business Partner
Fireman's Fund
06.2012 - 04.2016
General Manager
X2NSAT
08.2010 - 06.2012
President/CFO
Integrated Network Communications, INETAV
08.2006 - 06.2009
Manager
UNION BANK
01.2003 - 01.2006
Master of Business Administration - Finance
University of San Francisco
Bachelor of Arts - Communications
Brigham Young University
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