Jason C. Pearce
Spokane
Summary
I believe that hard work and dedication is a quality trait that keeps me honest and gives me the edge to succeed.
I am Experienced with financial analysis, including budgeting and forecasting. Utilizes advanced financial modeling techniques to support strategic decisions. Track record of providing actionable insights and driving financial performance improvements.
Overview
26
26
years of professional experience
Work History
Sr. Financial Analyst
Engie Impact
01.2018 - Current
- Responsible for monthly closing review, presentation and analysis of profit and cost center variance analysis
- Provided visibility on quarterly, and annual financial statement results on revenue, cost of sales, margin
- Lead responsibilities in annual budget creation, recurring monthly forecasting performance
- Directed workforce transition of 500 employees to Asia Pacific, in efforts to increase goals to EBIT
- Worked directly with sales, operations, digital, marketing, and delivery teams to meet annual goals
- Directed an increase in sales through pipeline analysis and helped reduce time to revenue recognition
- Created and managed all revenue models including predictive velocity, run rates, and estimated project volumes
Director of Financial Planning and Analysis
Stay Alfred, Inc
01.2017 - 01.2018
Director of Financial Planning and Analysis
etailz (DBA Kaspien) Inc
01.2012 - 01.2017
- Reported directly to CFO on Daily, Weekly and Monthly Amazon Retail financials, metrics, and trending
- Oversight of 4 Teams Amazon Pricing, Inventory Management, Forecasting and Reporting
- Design the Partnered Amazon Forecasting Model utilizing regression and historic pattern analysis
- Lead training of employees in data analytic and extraction tools like VBA, SQL, R, excel, and Power BI
- Conceptualized numerous metric driven tools which helped to mitigate inventory loss
- Developed enterprise level process for data integrity and accuracy across multiple layers of software
- Managed efforts responsible for 'at risk' inventory, reducing overhead costs, and increasing turnover
- 2016 and 2017 U Conference Speaker 'Your Guide to Inventory Management and Risk Mitigation'
Controller / HR Manager
CU*Northwest
01.2010 - 01.2012
- Managed all daily GAAP Accrual accounting procedures and HR Responsibilities including payroll
- Created Monthly financial statements, Bank Reconciliations, (and Quarterly Financials)
- Managed QuickBooks Enterprise and all Reporting functions within
- Performed Bi-Monthly Payroll, Monthly, Quarterly, and Annual Regulatory reporting and payments, including 401k payments
- Created Annual Budget and mid-year Re-casts along with monthly variance analysis reports for business partners
- Developed all cost accounting projects for customer conversions and related time allocations
Bank of America / CFC
01.2003 - 10.2009
Charles Schwab and Co. Inc
01.1999 - 04.2003
Education
BAB - Accounting
Eastern Washington University
01.2010
Bachelor - Interdisciplinary Studies (Business and Communication)
Arizona State University
01.1999
Skills And Associations
Expert in Microsoft Suite, including Excel utilizing VBA, Access, Power BI and SQL, Experienced in QuickBooks Enterprise, Sugar, Netsuite, Microsoft Dynamics, Sage, SAP and Adaptive, Member of WSPCA, Beta Alpha Psi, Ride ‘Em Don’t Hide ‘Em Motorcycles, Spokane Oldtimers Hockey Club, Fly Fishing, Fly Tying, Camping, Dog Training, Guitar, Helping Others
Timeline
Sr. Financial Analyst
Engie Impact
01.2018 - Current
Director of Financial Planning and Analysis
Stay Alfred, Inc
01.2017 - 01.2018
Director of Financial Planning and Analysis
etailz (DBA Kaspien) Inc
01.2012 - 01.2017
Controller / HR Manager
CU*Northwest
01.2010 - 01.2012
Bank of America / CFC
01.2003 - 10.2009
Charles Schwab and Co. Inc
01.1999 - 04.2003
Bachelor - Interdisciplinary Studies (Business and Communication)
Arizona State University
BAB - Accounting
Eastern Washington University
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