Jordan Phippen
Director of Financial Planning and Analysis at Smarsh | Portland, Oregon, United States
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Jordan Phippen serves as the Director of Financial Planning and Analysis at Smarsh, where he leverages his extensive experience as a Financial Business Partner to drive strategic financial initiatives and enhance organizational performance. In this pivotal role, Jordan leads a dedicated team responsible for revenue forecasting and Annual Recurring Revenue (ARR) analysis, ensuring that Smarsh's financial strategies align with its growth objectives. His expertise in corporate modeling using Workday Adaptive Planning allows him to create robust financial models that inform decision-making at the executive level.
Jordan’s intuitive understanding of financial and accounting software is complemented by his proficiency in tools such as Adaptive Insights, NetSuite, and PowerBI. This technical acumen enables him to implement and train teams on these platforms effectively, fostering a culture of financial literacy and data-driven decision-making across the organization. His collaborative approach to finance business partnership with General and Administrative (G&A) leaders ensures that financial insights are integrated into operational strategies, enhancing overall efficiency and effectiveness.
In addition to his technical skills, Jordan excels in time management and project coordination, ensuring that financial analyses are delivered timely and accurately. His ability to communicate complex financial concepts to non-financial stakeholders has made him a trusted advisor to executives and department leaders alike. As Smarsh continues to navigate the evolving landscape of compliance and data governance, Jordan's leadership in financial planning and analysis will be instrumental in driving sustainable growth and operational excellence.
Director of Financial Planning and Analysis at Smarsh in September 2022 to Present
Technology Controller - Finance Director at Smarsh in December 2021 to September 2022
Finance Manager at Smarsh in December 2019 to December 2021
Sr. Financial Analyst at Smarsh in October 2018 to December 2019
Financial Analyst at Smarsh in June 2017 to October 2018
Financial Analyst at Umpqua Bank in April 2015 to June 2017
Accountant II - General Ledgers at Umpqua Bank in May 2013 to April 2015
Tax Specialist (Loan Support Services) at Umpqua Bank in November 2011 to May 2013
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Microsoft Office
Microsoft Excel
Microsoft Word
Property Tax
Internet Explorer
Microsoft Access
Accounting
Loan Servicing
Escrow
General Ledger
Loans
Account Reconciliation
Visio
Journal Entries
PowerPoint
Outlook
Insurance
Time Management
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Discover more about SmarshWhat is Jordan Phippen email address?
Email Jordan Phippen at [email protected] and [email protected]. This email is the most updated Jordan Phippen email found in 2026.
What is Jordan Phippen phone number?
Jordan Phippen phone number is +15416801488 and +19712423338.
How to contact Jordan Phippen?
To contact Jordan Phippen send an email to [email protected] or [email protected]. If you want to call Jordan Phippen try calling on +15416801488 and +19712423338. (updated on October 29, 2024)
What company does Jordan Phippen work for?
Jordan Phippen works for Smarsh
What is Jordan Phippen's role at Smarsh?
Jordan Phippen is Director of Financial Planning and Analysis
What industry does Jordan Phippen work in?
Jordan Phippen works in the Hospitals And Health Care industry.
Jordan Phippen Email Addresses
Jordan Phippen Phone Numbers
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