Jeff Poole
Chief Financial Officer at CurvaFix, Inc.- Claim this Profile
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Bio
Experience
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CurvaFix, Inc.
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United States
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Medical Equipment Manufacturing
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1 - 100 Employee
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Chief Financial Officer
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Oct 2021 - Present
Salt Lake City Utah, United States CFO for Medical Device Start-Up Company • Strategic and Technical Financial support including financial analysis and budgeting, financial audit preparation, technical accounting, and implementation of accounting best practices • General HR Support: Payroll and Benefits management
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EDGe Surgical, Inc.
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United States
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Medical Equipment Manufacturing
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1 - 100 Employee
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Chief Financial Officer
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Mar 2022 - Present
Salt Lake City, Utah, United States Part-time CFO providing support for technical accounting and financial planning and analysis.
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DiscGenics
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United States
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Biotechnology Research
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1 - 100 Employee
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Chief Financial Officer
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Aug 2020 - Jun 2021
Salt Lake City, Utah, United States CFO and Head of Human Resources • Strategic and Commercial Support: Provided strategic advice and financial due diligence to maximize the value of investments and help accelerate the pathway towards commercialization of the IDCT therapy. • Accounting and Control: Established financial policies, procedures, and governance, and collaborated with external auditors to ensure accuracy and appropriateness of financial statements • Financial Planning and Analysis: Managed the annual… Show more CFO and Head of Human Resources • Strategic and Commercial Support: Provided strategic advice and financial due diligence to maximize the value of investments and help accelerate the pathway towards commercialization of the IDCT therapy. • Accounting and Control: Established financial policies, procedures, and governance, and collaborated with external auditors to ensure accuracy and appropriateness of financial statements • Financial Planning and Analysis: Managed the annual budgeting process and improved the periodic review process with an emphasis on cash flow management • Human Resources: Established a performance management and talent development process to improve overall organizational effectiveness, implemented general HR policies and procedures, managed payroll, and conducted salary/title benchmarking Show less
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Medtronic
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United States
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Medical Equipment Manufacturing
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700 & Above Employee
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Vice President Finance: CFO for the Medtronic Spine and Biologics Business
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Dec 2018 - Aug 2020
Memphis, Tennessee CFO for Global Spine and Biologics Business Unit • Provided strategic direction and financial governance, drove stakeholder alignment and resource allocation in a highly matrixed organization, while mitigating back-office tactical barriers to success. • Collaborated with marketing and sales to improve strategic decision-making and trade-offs with respect to capital allocation, commissions, product life cycle management, and channel optimization projects • Supported growth… Show more CFO for Global Spine and Biologics Business Unit • Provided strategic direction and financial governance, drove stakeholder alignment and resource allocation in a highly matrixed organization, while mitigating back-office tactical barriers to success. • Collaborated with marketing and sales to improve strategic decision-making and trade-offs with respect to capital allocation, commissions, product life cycle management, and channel optimization projects • Supported growth acceleration through financial rationalization of organic projects and analyses to facilitate acquisitions and partnerships
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Senior Finance Director: Finance leader for Medtronic Core Spine
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Mar 2015 - Nov 2018
Greater Memphis Area • Assessed portfolio pipeline projects and spending and made recommendations for trade-offs to reduce proposed spending while maintaining strategic alignment. Analysis and recommendations include both OPEX and CAPEX allocation of resources • Enabled business model innovations through recommendation of capital lease accounting for multiple delivery multiple element bundling, and then drove financial accounting and governance processes to support successful implementation • Provided… Show more • Assessed portfolio pipeline projects and spending and made recommendations for trade-offs to reduce proposed spending while maintaining strategic alignment. Analysis and recommendations include both OPEX and CAPEX allocation of resources • Enabled business model innovations through recommendation of capital lease accounting for multiple delivery multiple element bundling, and then drove financial accounting and governance processes to support successful implementation • Provided finance leadership and guidance related to accounting and reporting gaps. Led projects to identify sources of inaccuracies and improve accuracy of quarter-end sales flashes and capital expenditure forecasting and reporting
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Senior Finance Director: Head of Finance for Medtronic Asia Pacific region
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Jun 2013 - Feb 2015
Sydney, Australia Head of Finance for Medtronic Asia Pacific region (Australia, New Zealand, South Korea, and SE Asia countries). Head of Finance and Operations for Medtronic Australasia • Managed a diverse and multi-layered team of over 60 people spanning multiple geographies and functions • Ensured local and regional strategic alignment and implementation for global finance functional initiatives, including adoption of regional Shared Services Center and implementation of global sales reporting… Show more Head of Finance for Medtronic Asia Pacific region (Australia, New Zealand, South Korea, and SE Asia countries). Head of Finance and Operations for Medtronic Australasia • Managed a diverse and multi-layered team of over 60 people spanning multiple geographies and functions • Ensured local and regional strategic alignment and implementation for global finance functional initiatives, including adoption of regional Shared Services Center and implementation of global sales reporting tools and a pricing analysis/control system • Identified P&L and balance sheet risks related to distribution model changes in Vietnam and the Philippines; advised local controllers on how to utilize reserve provisions and alternative payment terms to satisfy reporting and control requirements, while facilitating business growth opportunities • Held these responsibilities concurrently with responsibilities below as Head of Finance and Operations for ANZ
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Finance and Operations Director: CFO for Medtronic Australasia
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Mar 2011 - Jun 2013
Sydney, Australia • Directly responsible for the following functions: Financial Planning and Analysis, Accounting and Control, Pricing, Inventory Planning, Customer Service, Service and Repair, Facilities, and Administration • Executed operating leverage initiatives generating over $2M in annual savings: initiatives included 3PL outsourcing, facilities downsizing, and various finance organizational restructuring initiatives • Identified and drove critical strategic initiatives and continuous improvements… Show more • Directly responsible for the following functions: Financial Planning and Analysis, Accounting and Control, Pricing, Inventory Planning, Customer Service, Service and Repair, Facilities, and Administration • Executed operating leverage initiatives generating over $2M in annual savings: initiatives included 3PL outsourcing, facilities downsizing, and various finance organizational restructuring initiatives • Identified and drove critical strategic initiatives and continuous improvements in financial controls and statutory reporting capabilities. Improvements included: • Accounts receivable: Improved A/R days outstanding by 20% over 2 years by focusing on resolution of disputed invoices, incorporation of more aggressive payment terms on commercial rebate agreements, and direct communication with hospital executives on outstanding invoices • Revenue recognition: standardized rebate treatment and accruals, eliminated control gaps related to FOB shipping terms, and corrected revenue recognition treatment on capital leasing agreements • Pricing overrides: supported roll-out and adoption of pricing software and instituted controls to ensure pricing oversight, in-turn removing operational hindrances related to pricing disputes • Integration leader for Australia/NZ for Covidien integration activities. Responsibilities and oversight included process mapping, people and organizational assessment, and value capture proposals
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ASIA Finance Manager: Financial Planning and Analysis Mgr for Australia/NZ, S.Korea, and SE Asia
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Jul 2009 - Mar 2011
Singapore • Managed regional FP&A team, leading the P&L analysis, forecasting, and budgeting processes for all businesses, including making decisions on budget allocations between countries and functions • Streamlined and standardized the obsolescence reserve methodology for all Asia Pacific entities. Methodology was implemented across the entire region and is used by the regional Shared Services Center
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Business Analyst
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Jun 2007 - Jul 2009
Tokyo, Japan • Provided geography business insights to global business unit leaders via analysis, forecasting, and planning • Identified and reconciled gaps in intercompany profit elimination process, resulting in the elimination of out-of-balance issues in excess of $10M between the manufacturing unit and the sales entity
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Bayer
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Chemical Manufacturing
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700 & Above Employee
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Marketing Intern
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Mar 2006 - Jun 2006
Osaka, Japan Marketing Intern at Bayer Yakuhin
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Ritsumeikan Asia Pacific University
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Japan
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Higher Education
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400 - 500 Employee
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Japanese Translator
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Aug 2003 - Sep 2004
Oita, Japan
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Assistant English Teacher
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Aug 2000 - Jul 2003
Yamanashi, Japan
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Education
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University of South Carolina - The Moore School of Business
International MBA, International Business -
Clemson University
Bachelor of Science - BS, Microbiology