Jeff Loeffert

MBA, Corporate FP&A , Investor Relations, Business Analytics, Business Development, Entrepreneur, Real Estate

Windermere, Florida, United States

About

Jeff is the founder of a small business, where he manages a portfolio of e-commerce businesses and other strategic capital projects. Prior to becoming an entrepreneur, Jeff served twelve (12) years of business and corporate financial roles spanning across IBM, Honeywell, and Dun & Bradstreet. Jeff strived to focus on the importance of proactive communications, anticipating issues, demystifying complexity and practicing transparency, while serving in roles of increasing responsibility. While at Dunn & Bradstreet (2010 - 2013) supporting investor relations initiatives, he actively managed key earnings release call preparation materials (Press Release, Script writing, Q&A support) spanning across the P&L, Balance Sheet and FCF statements. Jeff updated the 5 Year financial model that identifies strategic drivers of the P&L, Balance Sheet and Cash Flows Statement in support of key internal and external reviews. He also actively supported the monthly forecasting and annual plan process by working closely with cross functional business partners to meet key specific financial business targets in support of strategic corporate external guidance commitments. Joining Honeywell's Investor Relations team in 2008, Jeff was responsible for communicating Honeywell's $36B diverse portfolio, company’s strategy, financial results and outlook to the investment community. He prepared and presented financial earnings release materials, competitive intelligence analysis and macroeconomic analysis to C suite leadership. Jeff joined Honeywell (2006 - 2010) as a strategic finance partner supporting the business development group working across business functions to achieve global company strategies focusing on new product introductions, brand licensing and joint venture opportunities. From (2002-2007), Jeff held various business and corporate financial roles with IBM, including positions in Balance Sheet Accounting, Operational Finance, Pricing, Financial Planning and Forecasting.

Experience

  • Entrepreneur at TigerStyle
    2013 - Present · 13 yrs 7 mos

  • FP&A - Investor Relations at Dun & Bradstreet
    Apr 2010 - Jul 2013 · 3 yrs 4 mos

    While at Dunn & Bradstreet (2010 - 2013) supporting investor relations initiatives, he actively managed key earnings release call preparation materials (Press Release, Script writing, Q&A support) spanning across the P&L, Balance Sheet and FCF statements. Jeff updated the 5 Year financial model that identifies strategic drivers of the P&L, Balance Sheet and Cash Flows Statement in support of key internal and external reviews. He also actively supported the monthly forecasting and annual plan process by working closely with cross functional business partners to meet key specific financial business targets in support of strategic corporate external guidance commitments.

  • Manager, Investor Relations at Honeywell
    Aug 2008 - Apr 2010 · 1 yr 9 mos

    Joining Honeywell's Investor Relations team in 2008, Jeff was responsible for communicating Honeywell's $36B diverse portfolio, company’s strategy, financial results and outlook to the investment community. He prepared and presented financial earnings release materials, competitive intelligence analysis and macroeconomic analysis to C suite leadership.

  • Finance, Business Development at Honeywell
    Nov 2006 - Aug 2007 · 10 mos

    Jeff joined Honeywell (2006 - 2007) as a strategic finance partner supporting the business development group working across business functions to achieve global company strategies focusing on new product introductions, brand licensing and joint venture opportunities.

  • IBM Global Services (4 yrs 1 mo)
    • Finance World Wide Consolidation - Pricing
      2002 - 2006 · 4 yrs

      From (2002-2007), Jeff held various business and corporate financial roles with IBM, including positions in Balance Sheet Accounting, Operational Finance, Pricing, Financial Planning and Forecasting.

    • Financial Analyst
      2002 - 2006 · 4 yrs