Open To Work
Jason Southerland
Finance
Clinton Township,MI
Summary
Dynamic financial leader with extensive experience at Packaging Concepts & Design, excelling in financial management and reporting. Proven track record in audit coordination and ERP system implementations, driving operational efficiencies and enhancing profitability. Adept at strategic planning and corporate leadership, fostering team development while achieving significant cost savings through process improvements.
Overview
27
27
years of professional experience
Work History
Divisional Controller
Packaging Concepts & Design
Troy, Michigan
01.2025 - 06.2025
- Supported budgeting processes and monitored departmental expenditures.
- Assisted in preparing monthly financial statements and forecasts.
- Conducted variance analysis to ensure budget adherence across divisions.
- Maintained accurate records of financial transactions and documentation.
- Participated in special projects such as mergers and acquisitions due diligence reviews, operational reorganizations.
- Performed detailed analyses of revenue and expense trends in order to identify opportunities for improvement or cost savings initiatives.
- Assisted auditors during annual audits by providing necessary documentation in a timely manner.
- Evaluated existing processes for accuracy and efficiency; developed new processes as needed.
- Analyzed monthly financial results and provided reports to senior management on current performance versus budget.
- Managed the annual budgeting process for the division, including preparation of budgets, forecasts, variance analysis, and cost control measures.
- Monitored cash flow forecasting activities for the division and reported any discrepancies or shortfalls to executive leadership.
- Reviewed contracts related to the division's operations to ensure compliance with applicable laws and regulations.
- Prepared periodic balance sheet reconciliations between general ledger accounts and external sources.
- Identified areas where efficiencies could be gained through automation of manual processes; implemented solutions accordingly.
- Coached and mentored junior staff members while developing their professional skillsets.
- Maintained general ledger and chart of accounts, performed complex accounting functions such as journal entry preparation, account analysis, balance sheet reconciliation and preparation of monthly financial statements.
- Oversaw financial reporting, accounts payable and receivable, asset coordination, account management and budgets.
- Oversaw month-end closing process, prepared financial statements and managed advanced reconciliations.
- Coordinated timely collections with appropriate project managers and customers to manage cash flow.
- Improved billing and month-end reporting processes.
General Manager of Operations
Packaging Concepts & Design
Troy, MI
01.2024 - 12.2024
- Facilitated regular team meetings to address issues and promote engagement.
- Analyzed operational data to identify areas for process enhancement.
- Oversaw daily operations of multiple departments, ensuring compliance with established protocols.
- Negotiated contracts with vendors for goods or services needed by the organization.
- Conducted regular meetings with department heads to review progress against goals and objectives.
- Evaluated current systems and processes and developed plans for updating them as needed.
- Reviewed reports on operational performance metrics and identified areas of improvement.
- Managed scheduling, training and inventory control.
- Built strong operational teams to meet process and production demands.
Divisional Controller
Packaging Concepts & Design
Troy, Michigan
11.2021 - 12.2023
- See above (may not put in chronological order)
Chief Financial Officer
Packaging Concepts & Design
Troy, Michigan
05.2009 - 11.2021
- Managed relationships with external auditors, bankers and investors to ensure compliance with all regulations.
- Created annual budgets and monitored performance against them to ensure objectives were achieved.
- Analyzed operational processes and implemented continuous improvement initiatives to promote profitability and efficiency.
- Coordinated financial statement reviews to coordinate variance reporting, analysis of year-to-date and forecast performance against expectations.
- Analyzed business operations, trends, costs, revenues, financial commitments and obligations to project future revenues and expenses.
- Directed the preparation of timely and accurate financial statements in accordance with Generally Accepted Accounting Principles.
- Prepared accounts and conducted audits according to regulatory requirements.
- Negotiated favorable payment terms with vendors while maintaining a positive working relationship with suppliers.
- Established policies related to internal controls over accounting systems as well as financial processes within the organization.
- Evaluated new business opportunities from a financial standpoint in order to determine viability of projects.
- Prepared financial forecasts to support fiscal planning and management.
- Provided strategic advice on capital structure, debt financing, investments, acquisitions, divestitures and other corporate finance matters.
- Identified cost saving measures through analysis of existing operational procedures.
- Collaborated with IT department on implementation of software solutions that streamline financial processes.
- Prepared detailed reports for executive leadership regarding key performance indicators such as sales growth or expense ratios.
- Formulated and delivered financial and budget reports for investors, partners and stakeholders.
- Reviewed contracts prior to execution by the company to ensure they are financially sound decisions.
- Oversaw technological improvements, successfully reducing waste and eliminating business bottlenecks.
- Improved profitability by accurately maintaining P&L to meet prime fiscal responsibility.
Controller
Packaging Concepts & Design
Troy, Michigan
09.2004 - 04.2009
- Managed monthly financial close processes and reporting for organization.
- Supervised accounting team and provided training on best practices.
- Reviewed financial statements for accuracy and completeness regularly.
- Coordinated audits with external auditors and addressed findings promptly.
- Analyzed variances in financial performance against budgeted figures.
- Developed policies for effective cash management and financial planning.
- Oversaw daily activities of staff members including hiring, training and evaluating personnel performance.
- Monitored accounts receivable and payable activity to ensure proper reconciliation of accounts.
- Served as primary contact for external auditors throughout year-end audit process.
- Oversaw month-end closing process, prepared financial statements and managed advanced reconciliations.
- Maintained general ledger and chart of accounts, performed complex accounting functions such as journal entry preparation, account analysis, balance sheet reconciliation and preparation of quarterly financial statements.
- Reviewed journal entries for accuracy and completeness.
- Provided support during audits conducted by outside agencies or internal audit teams.
- Created financial reports for senior management, board of directors and external auditors in accordance with generally accepted accounting principles.
- Maintained general ledger integrity through review of account balances and transactions ensuring accuracy of information reported in the financial statements.
- Analyzed financial data and generated accurate financial statements on a monthly basis.
- Conducted regular reviews of fixed assets register to maintain accuracy of records.
- Monitored accounting, payroll and financial reporting activities.
- Performed detailed variance analyses between actual results versus budget and forecast estimates.
- Prepared and presented operational reports to senior management and executive teams.
- Improved billing and month-end reporting processes.
- Implemented multiple software conversions, desktop setup, and staff training.
- Developed complex P&L reports to inform stakeholders.
- Coordinated financial statement reviews to coordinate variance reporting, analysis of year-to-date and forecast performance against expectations.
- Streamlined operations to improve on-time collections and reduce invoice processing time.
- Reviewed sales numbers and calculated commissions.
Staff Accountant
Packaging Concepts & Design
Troy, Mi
03.1998 - 08.2004
- Assisted in annual audits by providing necessary documentation and reports.
- Prepared monthly account reconciliations for bank accounts, credit cards, and other balance sheet accounts.
- Compiled and prepared journal entries to ensure accurate general ledger records.
- Participated in special projects as needed.
- Prepared audit schedules as requested by external auditors.
- Created reports to track budget variances against actual results.
- Assisted in the preparation of quarterly and annual budgets.
- Reviewed accounts payable invoices for accuracy prior to payment processing.
- Assisted in the development and implementation of new accounting systems and software.
- Performed month-end close activities such as accruals, amortization, allocations.
- Posted financial data in Excel spreadsheets and managed inventory.
Education
Master of Science - Finance
Walsh College
Troy, MT12-2005
Bachelor of Science - Accountancy
Walsh College
Troy, MT06-2004
Skills
- Multiple ERP system implementations (SAGE 300, Microsoft Dynamics AX, Great Plains)
- Audit coordination
- Mergers and acquisitions experience, three company sales
- Corporate leadership
- Financial management and reporting
- Working capital management
- Excel modeling
Work Preference
Work Type
Full TimeLocation Preference
HybridTimeline
Divisional Controller
Packaging Concepts & Design
01.2025 - 06.2025
General Manager of Operations
Packaging Concepts & Design
01.2024 - 12.2024
Divisional Controller
Packaging Concepts & Design
11.2021 - 12.2023
Chief Financial Officer
Packaging Concepts & Design
05.2009 - 11.2021
Controller
Packaging Concepts & Design
09.2004 - 04.2009
Staff Accountant
Packaging Concepts & Design
03.1998 - 08.2004
Master of Science - Finance
Walsh College
Bachelor of Science - Accountancy
Walsh College
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