Scott Freeman

Experience

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  Kartchner Homes

  Jan 1998 - Jan 2000

  Staff Accountant
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  Timepiece Homes

  Jan 2000 - Jan 2001

  Accounting Manager
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  Cobalt Homes

  Jan 2001 - Jan 2003

  Accounting Manager
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  3D/International

  Jan 2003 - Jan 2004

  Financial Analyst

  Financial projections and analysis of performance targets. Trained project managers to access, interpret and apply financial project information. Assisted bond program clients with special projects. Worked with regional and corporate management team in developing strategic plan for San Francisco and Sacramento regions.

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  Lakemont Homes

  Jan 2004 - Jan 2009

  As member of the senior financial management team, oversaw day to day financial operation of multiple limited liability companies involved in development of master plan communities, commercial/industrial projects and joint ventures. Oversaw $20mil joint venture budget while improving decision making tools for new business venture by developing a set of financial modeling tools that streamlined the pro forma process. These tools allowed the team to evaluate multiple scenarios in several hours, in what used to take 1-2 days to model.Worked with internal development team, outside consultants and joint venture partners developed an operational/financial plan/forecast for a 3000+ acre mixed residential, commercial, industrial project. Compiled and analyzing development costs, revenue projections, capital requirements and returns to create financial roadmap for development. Managed multiple project budgets and cash flows during period of economic volatility, worked within funding constraints to maintain project priorities. Strengthened equity partner/lender relationships that allowed modification of equity and debt positions. Show less Supervised staff of 4 responsible for all aspects of accounting/finance for approximately 15 construction/land development entities. Partnered with operations to develop new financial models for better analysis and decision making. Led team in developing procedures and creating systems that streamlined accounting functions resulting in more responsive reporting with better accuracy using fewer resources.Collaborated with the operations groups to create cost controls and budget tracking tools which improved the transparency of costs and led to significant budget reductions. Worked with joint venture and institutional partners to keep them abreast of project developments as well as provide special financing analysis and reporting. Provided senior management with detailed analysis of various aspects of the business including income tax impact analysis of business decisions, cash flow and profitability simulations, loan proposals and other ownership requests. Show less

  • Finance Director

    Jan 2007 - Jan 2009

  • Assistant Controller

    Jan 2004 - Jan 2007
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  Wildlands, Inc.

  Jan 2009 - Jan 2010

  Forecasting/Budgeting Consultant

  Engaged on a contract basis to implement a financial statement forecasting system which allowed for the consolidation and analysis of multiple projects, regions and companies for short and long term planning. Worked with operations staff to model projects and overhead structures to produce 2010 operating budget and set up systems key to improving long-term financial decision making of the company.

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  RSF Finance & Accounting

  Jan 2010 - Jan 2012

  Controller / Financial Consultant

  Delivering results to unique client challenges for a variety of projects: Guided a client through restructuring of their accounting to provide timely and accrurate financial statements that were used to make critical business decisions. Advising ownership on financial decisions to support growth. Solved another client’s outside reporting need by constructing an Excel Macro to consolidate, filter and generate statements from two different finance systems. Prepared financial and cash flow models for multiple clients. Show less

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  DCA Capital Partners

  Jan 2010 - Jan 2010

  Summer Associate

  • Conduct company/sector research to compile company comps and transactions for various M&A clients, both buy & sell side. Perform valuations as well as identify targets for acquisition or merger.• Advised struggling retail client in winding down business by sourcing national liquidation firms, coordinated proposals, advised on selection of a firm, negotiated deal terms and finalized contracts which resulted in a substantial recovery, avoidance of bankruptcy and equity back to the owners.• Built a commercial real estate financial model with proforma financials to evaluate feasibility of an incubator project.• Conducted research and analysis into companies, products and business methods for clients and partners. Show less

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  Strategic Growth Network

  Jan 2011 - Jan 2012

  Controller / Advisor

  Providing clients from a variety of industries with Controller and financial analysis services that impact their bottom line. Advising clients on accounting issues, conducting accounting restructuring to optimize financial reporting and decision making. Development of written procedures and mentoring of accounting staff. Guiding staff through Month end closes and providing ownership with insightful analysis.

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  Direct Technology

  May 2011 - Dec 2012

  CFO/Controller Consultant

  A business unit of Direct Technology, TA Consulting Group provides outsourced Controller and CFO services.• Guided newly acquired company through transition as a portfolio company, putting in place financial systems and providing financial leadership. Leading weekly forecast updates with executive team to actively facilitate driving the business towards goals. Provide active financial management of company to ensure health and sustainability.• Provided client with multiple business lines insight into profitability and operational issues. Changes that resulted from financial modeling of their business led to reversal of cash flow constraints and return to high growth trajectory.• Led effort to gather and compile company information for R&D tax credit filing which resulted in a substantial multi-year refund to ownership.• Successfully guided a large retail client through selection of a forecasting software package which vastly improved efficiency and deepened insight into business results. Show less

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  CFO Performance Group

  Jan 2012 - now

  Partner & CFO

  We are now Junction Peak. https://www.junctionpeak.com/Same smart CFOs... different name.

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  Junction Peak

  Jan 2012 - now

  Partner & CFO

  ✯ WHAT WE DO ✯We help everyday entrepreneurs sustainably grow the value of their businesses, by making better strategic and tactical financial decisions. We work with everyday entrepreneurs to increase their personal satisfaction in, and freedom in their business.We provide clarity, by implementing a simple strategic and disciplined financial structure: learning, tools, and experienced financial advice.Let Junction Peak simplify your finances and put you on the road to maximum profitability and value. Show less