Jordan Chavez

Analysed financial data to identify trends, perform variance analysis, and recommend corrective actions. Conducted in-depth analysis of financial discrepancies, recommending effective resolutions to enhance profitability. Offered recommendations on loans, investments, and new projects. Developed financial risk mitigation strategies to safeguard resources. Monitored changes in tax laws and accounting standards, updating internal policies to ensure compliance. Achieved 30% ERE cost savings by converting licenses to industry standard. Managed cash flow to optimize working capital. Developed financial forecasts for managers to determine budgets, expenses and funds required. Oversaw and evaluated the preparation of periodic financial statements, ensuring alignment with GAAP/IFRS. Mentored employees in training and career development. Directed successful execution of incomplete ERP system. Led completion of audits for financial statements in 2021, 2022, and 2023.

Managed monthly financial reporting, including analysis of variances and summarising key financial data for the three Companies (REDTAG, TWENTY4, and SAVERS) Led annual budgeting process, collaborating with department heads to align financial plans with organisational goals. Conducted comprehensive variance analysis to explain deviations from budget and forecast. Managed financial operations, including budgeting, forecasting, and financial reporting, to support business objectives. Developed financial models and scenarios to support strategic decision-making on optimising profitability Trained and supervised 14 finance team members, promoting a culture of continuous improvement and professional development. Managed cash flow to ensure financial stability for 160+ stores. Collaborated with external auditors to guarantee punctual audit and tax filing processes. Ensured integrity and accuracy of financial data through robust control measures. Led efforts to develop financial control for e-Commerce Concepts. Transitioned AP/AR system from manual to automated review and control. Achieved consistent cost savings of up to 20% over a 12-year period. Completed tenure from September 2008 to October 2018.

• Prepare monthly, quarterly, and annual financial statements in compliance with accounting standards (GAAP/IFRS) and regulatory requirements for three Concepts REDTAG, Twenty4, Savers.
• Lead the companys financial planning, budgeting, forecasting, and reporting activities.
• Conduct variance analysis to identify trends, explain financial results, and provide actionable recommendations to senior management and heads of departments.
• Develop financial models and scenarios to support strategic decision-making on optimizing profitability.
• Monitor and manage financial performance against budget and financial KPIs.
• Manage a team of 14 accountants and financial analysts, overseeing day-to-day financial operations and ensuring accuracy and efficiency in all financial processes.
• Oversee cash flow management, including forecasting and optimizing working capital for more than 160 stores.
• Coordinate with external auditors to ensure timely annual audits and tax filings are completed.
• Implement and maintain internal controls to safeguard company assets and ensure the integrity of financial data.
• Achievements:
o Spearheaded the development of financial control for e-Commerce Concepts.
o Streamlined the AP/AR system at the regional/country level from manual to automated review & control by developing a financial model.
o Successfully reduced costs by 15%-20% through effective budget management for 12 years.

• Launched the branch accounting system; Lead & managed the full cycle of accounting operations with 2 team members; Prepared an interim & year-end consolidated report to the Management; Successfully the enabled Stock Card system for better inventory control; Strategized the cash flow concern.

Conducted thorough tax audit processes. Clients: Real Estate & Manufacturing Companies

• Restructured the chart of accounts and launched the Peachtree accounting system.