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Jeff Pratt: in Rancho Santa Margarita, CA

Jeff Pratt

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Rancho Santa Margarita | United States
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Work experience
Image The Management Trust

The Management Trust

Sr Financial Analyst | 07/2018 - 02/2020

Bank reconciliations of operating accounts for 10 divisions // (65% of my job) Tying out the bank statements to the GL with some journal entries and resolving missing/incorrect entries in the GL Payroll processing // (10% of my job) From ADP into our GL required consolidating, validating, & manipulating the data then uploading into the GL Monthly True-up of schedules(Fixed Assets, Aging, Deferred Rent, Bad Debt, Operating Leases, Capital Leases, Clearing, Sweeps, LoC) // (10% of my job) Managing our schedules for capital expenditures to tie out our GL. Some items require manual adjustments (i.e. Property Management companies are given special terms and would need adjustments in the Bad Debt schedule) FP&A Reporting: Monthly Balance Sheet and Income Statement, Annual YoY Sales Revenue, Annual Audit Reporting // (10% of my job) Once the GL has tied out to the bank reconciliations, payroll, & schedules and passes a sanity check then the monthly IS & BS is provided to the CFO and to the respective division managers Ad hoc analysis // (5% of my job) As needed, analyze and provide metrics to management. Work with annual audit team to provide data and census analysis The most recent ad-hoc analysis of oor Print Shop resulted in $40k annual savings to keep it in house rather than outsource Point person for platform integration from Sage AccPac to Intacct Backup for AP and daily deposits
Image American Public Media

American Public Media

Financial Analyst | 01/2016 - 06/2018

Financial Planning & Analysis // (60% of my job) Work with CFO & Finance Director to establish the budget for each department starting with a baseline & adjusting based on need Update forecasts in the models based on spending rates FP&A adjustments // Monthly budget review with department managers to evaluate variances & adjust the forecast accordingly // (25% of my job) Each month variances in the spending/run rates are reviewed with the department managers to determine forecast adjustments Monthly P&L reporting for each department // (10% of my job) Generate monthly sales/commissions reports, institutional revenue reports, annual schedule of spending(501c3 regulation requirement), maintain schedules, post journal entries, & ad hoc reporting Income Statements were sent each month to highlight if departments were within budget or if the forecasted spending trends were running higher than anticipated Create reports & presentation deck for the CFO to present each quarter to the Board of Directors // (3% of my job) Create annual budget with the CFO and input from departments // (2% of my job)
Image JPMorgan Chase

JPMorgan Chase

Field Examiner | 04/2015 - 07/2015

• On-site audit reviews of clients and prospects • Project planning including risk assessment based on company size, location, & collateral • Collateral valuation • Quantitative analysis and various tests • Review of managerial controls, accounting systems, and data integrity • MS Excel: pivot tables, formulas, v-lookups, charts, regression analysis, etc… • Document findings in a formal report to the deal team
Image AT&T

AT&T

Project Manager | 04/2013 - 04/2013

• Identify business requirements, direct the analysis, and develop the proposed solution • Develop detailed work plans, project estimates, status reports, project tracking, and analysis • Manage scope, quality, schedule, budget, resources, and risk from initiation through delivery • Nurture relationships between customer, vendors, and staff • Project lifecycle reporting • Ad hoc reporting • Manage multiple large projects
Image Business Technologies

Business Technologies

Business Analyst | 10/2012 - 02/2013

• Consulting on full life cycle implementations and upgrades utilizing the Oracle applications and Business Intelligence tools. • Specializing in the Finance and Business Intelligence modules of Oracle. • Oracle, SQL, A/P, A/R, GL, SCM.
Image AppVault

AppVault

Client Services Manager | 09/2006 - 04/2009

• Reporting on KPI’s to internal & external stakeholders: sales, profit, product usage, customer turnover rate, customer complaints, conversion rate, etc… • Launch new accounts including information systems integration, training of sales team, and review of best practices with management. • Coordinate high impact product training including presentations, client visits, and web meetings. • Analyze sales forecasts and create incentive budgets to motivate sales representatives. • Analyze marketing budget: Track revenue, forecasting, and manage incentive plans.
Education history
Image CSU Long Beach

CSU Long Beach

MBA | 2009 - 2011

Image Univ. of Phoenix

Univ. of Phoenix

Bachelor of Science | 2002 - 2006

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1501 Lincoln Blvd.#1014 Venice, CA. 90291