Summary
Work History
Education
Skills
TECHNOLOGY
Timeline
Generic

Jason Montagna, CPA

Toms River

Summary

Results-driven Controller with expertise in financial systems implementation, budget development, and GAAP compliance. Proven track record of enhancing financial accuracy and optimizing cash flow across diverse business environments.

Work History

U.S. Controller

M3 Medical Research
Fort Washington, PA
2024 - 2026
  • Manage day-to-day processes of a combined $145M annual revenue for 4 separate legal entities with team of five.
  • Generate timely monthly, quarterly, and annual financial statements in line with U.S. GAAP within 3 days of month end.
  • Spearhead formulation and execution of annual budget plans, as well as develop and implement departmental goals to drive long-term growth.
  • Lead global project to align departments for uniform reporting.
  • Identified and corrected inaccurate financial reporting through detailed reconciliations, root-cause analysis, and alignment with U.S. GAAP, improving reporting accuracy and reliability.
  • Implemented a new commissions software calculator.
  • Successfully integrated newly acquired company onto the parent company accounting platform.

Controller

MG Security Services LLC
New York, NY
2023 - 2024
  • Manage day-to-day processes of a $55M annual revenue PE backed Accounting Operations Department with team of four, ensuring billing efficiency and accuracy, as well as effective collections.
  • Oversee processing of weekly and bi-weekly payroll across various divisions.
  • Generate timely monthly, quarterly, and annual financial statements in line with U.S. GAAP.
  • Lead several functions to execute month-end close promptly as dictated by private equity schedules, while articulating monthly financial outcomes to private equity stakeholders.
  • Spearhead formulation and execution of annual budget plans, as well as develop and implement departmental goals to drive long-term growth.
  • Reduced over 90-day accounts receivable balance from $2.5M to $1.3M, improving company's cash flow and financial stability.
  • Successfully managed two payroll system transitions and implemented new time, attendance, and billing systems.
  • Contributed to financial health and efficiency of department by pioneering financial strategies and operational improvements.
  • Transformed $2.9M payable to PE firm into $5.3M receivable, as well as expanded team from 2 to 4 staff members to enhance operational capacity and performance.

Chief Financial Officer

Sundance Kids LLC
Shrewsbury, NJ
2022 - 2023
  • ·Led comprehensive accounting operations across 14-day care centers (Franchise called The Learning Experience), ensuring effective cash management and credit card oversight.
  • ·Oversaw development and implementation of new commission structure to boost profitability and financial accountability at each center.
  • Spearheaded cultural transformation by elevating financial awareness among center managers.
  • Consolidated accounting duties and restructured systems, cutting month-end close time from 25 days to 10 days.
  • Enhanced overall cash flow by negotiating with vendors to achieve $200K in cost savings.
  • Successfully managed cash flow for 14 schools and reduced credit card spending by $100K monthly.
  • Increased monthly billing from $1.7M to $2.0M+ by preparing and administering annual budgets for all locations.

Controller

Pro-Tech Energy Solutions
Moorestown, NJ
2019 - 2022
  • Oversaw comprehensive accounting operations, including journal entries, reconciliations, and account analysis for accurate quarterly financial reporting.
  • Led accounts payable and receivable for construction business, ensuring effective management of $6M in monthly expenses.
  • Managed fiscal planning and business strategy formulation to optimize business operations and strengthen financial controls.
  • Provided expert treasury and cash management by meticulously reconciling banking activities and managing sales tax returns.
  • Prepared financial reporting for multiple projects to deliver detailed analysis and insights for executive decision-making.
  • Enhanced financial reporting processes, ensuring accuracy and timeliness in financial packages.
  • Enabled proactive financial decision-making and budget optimization by projecting monthly cash flow with precision.
  • Formulated and executed corporate fiscal plans, significantly contributing to strategic direction and operational control.
  • Streamlined workflow and increased operational efficiency by implementing new accounting and job management system.
  • Maintained robust financial health for operations to generate $95M+ in annual revenue by supervising budgeting, asset management, and general financial reporting.

Controller

St. Mary Rehabilitation Hospital
Langhorne, PA
2017 - 2019
  • Managed non-clinical department operations, including dietary, purchasing, housekeeping, facilities, and maintenance for efficient service delivery.
  • Developed and enforced policies/procedures centered around PO system to reduce errors in Accounts Payable.
  • Secured rank of 3rd highest among 19 hospitals in portfolio by maintaining consistent gross profit margin of 42%.
  • Increased gross profit by 9% from 2017 to 2018 through strategic financial management and operational improvements.
  • Analyzed staffing needs by reviewing and defining new/revised position responsibilities, leading to 25% reduction in overtime use.

Finance Manager

Cardone Industries
Philadelphia, PA
2014 - 2017
  • Managed corporate budgeting across various business units and cost centers, ensuring alignment with strategic financial objectives.
  • Trained team members in financial operations to enhance departmental proficiency and knowledge sharing.
  • Developed key financial strategies to boost business profitability and efficiency.
  • Achieved cost of $0.29 per unit by slashing Cost per Unit in core division by 30% in 2016.
  • Reconciled RM, WIP, and FG inventories monthly, handling inventory levels ranging from $450M to $500M.
  • Championed two large capital projects, resulting in 20% reduction in variable expenses and 10% decrease in headcount.
  • Generated financial reports, detailing budgets, accounts payable, accounts receivable, and expenses for stakeholder review.
  • Established accurate expense and revenue forecasts, fulfilling regular reporting requirements and supporting decision-making.

Finance Director

Therapy Source
Plymouth Meeting, PA
2013 - 2014
  • Streamlined monthly close process to reduce duration from 12 to 5 days.
  • Developed and executed company's inaugural budget process, while formulating new Key Performance Indicators (KPIs) for sales team to optimize market understanding and profit margins.
  • Monitored financial health through collection, analysis, and reporting of financial data.
  • Controlled facility's cash and investment activities by cultivating banking relationships to support future funding needs.
  • Reduced monthly overhead by 14%, leading to significant cost savings compared to previous years.
  • Implemented Customer Relationship Management (CRM) system, enhancing organizational efficiency and process organization.
  • Introduced innovative pricing strategies to increase Philadelphia market share by 25%.
  • Managed full integration of accounting operations from external service provider, achieving monthly cost reduction of $8K.
  • Applied strategic alterations in pricing to expand market presence and drive a significant uptick in regional sales volume.

Education

Bachelor of Science - Accounting

Rutgers University
Camden, NJ
01-2006

Skills

  • Financial Systems Implementation
  • Accounting Operations Management
  • Financial Controls & Governance
  • Team Leadership & Development
  • Budget Development & Administration
  • Cash Flow Management & Optimization
  • Strategic Financial Planning & Execution
  • Customer Relationship Management
  • GAAP Compliance
  • Financial Reporting & Analysis
  • Profit & Loss Management
  • Risk Assessment & Mitigation

TECHNOLOGY

  • ERP systems
  • QuickBooks
  • Great Plains Dynamics
  • Sage Intacct
  • NetSuite
  • SAP

Timeline

U.S. Controller

M3 Medical Research
2024 - 2026

Controller

MG Security Services LLC
2023 - 2024

Chief Financial Officer

Sundance Kids LLC
2022 - 2023

Controller

Pro-Tech Energy Solutions
2019 - 2022

Controller

St. Mary Rehabilitation Hospital
2017 - 2019

Finance Manager

Cardone Industries
2014 - 2017

Finance Director

Therapy Source
2013 - 2014

Bachelor of Science - Accounting

Rutgers University

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