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chief financial officer resume example with 20+ years of experience

Jessica
Claire
resumesample@example.com
,
Montgomery Street, San Francisco, CA 94105
:
Professional Summary
Years of diversified accounting and financial management experience with manufacturing, technology, private equity held, and privately held companies encompassing expertise in: Strategic Planning Business Startups Budgeting and Forecasting Accounting and Financial Management Financial Systems Implementation Internal Controls Mergers & Acquisitions External Financial Reporting Competitive Analysis Bank Relations / Debt Management Treasury Management Manufacturing Processes / Systems EPR Implementation Business Policies, Practices, & Procedures
Skills
  • Guest services
  • Inventory control procedures
  • Merchandising expertise
  • Loss prevention
  • Cash register operations
  • Product promotions
Education
University of Northern Iowa Cedar Falls, IA Expected in : - GPA :
University of Northern Colorado Greeley, CO Expected in Bachelor of Science : Business Administration, Accounting - GPA :
Work History
Datrose - Chief Financial Officer
Tucker, GA, 01/2019 - Current
  • Responsibilities include corporate finance, accounting, information technology, payroll, human resource management, 24/7 call center, quality control, corporate administration for the privately held company
  • The company was a result of an asset purchase of the commercial janitorial business of HB Management Group, Inc
  • Collaborated closely with Chairman and CEO to establish the new companies banking and financing relationships
  • Manage all banking and investor relationships
  • Coordinate, lead, and participate in the quarterly Board of Directors meetings
  • Manage all tax communications with CPA firm, including sales taxes, franchise taxes, gross receipt taxes, payroll taxes, and quarterly federal and state income tax estimate payments for shareholders
  • Negotiate annual benefit and insurance renewals
  • Manage all subcontractor and independent contractor agreements
  • Complete extensive budgets for all regional operating groups with quarterly forecast revisions
  • Work with Chairman and CEO to develop corporate strategy, long term vision and identify future acquisitions of janitorial companies
  • Responsible for legal matters including Collective Bargaining Agreement, grievances and, on the Minneapolis/St
  • Paul Labor Management Committee
  • Completed seven acquisitions within the last three years.
Datrose - Chief Financial Officer
Valley Forge, PA, 01/2010 - 01/2019
  • Responsibilities include corporate finance, accounting, information technology, payroll, human resource management, 24/7 call center, quality control, corporate administration for the privately held company in the home health care, federal construction, roofing construction and commercial janitorial services
  • Coordinates bids, financial analysis, and RFP pricing for potential corporate janitorial customers
  • Personally, managed all banking relationships, controlling active lines of credit and all loan arrangements
  • Improved cash flow by consolidating lines of credit and negotiating new interest rates on lines
  • Reduced overall debt from $6.0 million to debt free in 5 years
  • Manage all tax communications with CPA firm, including sales taxes, franchise taxes, gross receipt taxes, payroll taxes, and quarterly federal and state income tax estimate payments for shareholders
  • Negotiate annual benefit and insurance renewals
  • Manage all subcontractor and independent contractor agreements
  • Complete extensive budgets for all operating units with quarterly forecast revisions
  • Member of Enterprise Leadership Team, developing corporate strategy and long-term vision
  • Improved monthly closing cycle for all operating units by five days
  • Overall profitability increased by 314% over the 9 year period
  • Completed the sale of a wholly owned subsidiary and completed the final dissolution of joint venture
  • Completed the addition of a roofing company as a wholly owned subsidiary
  • Responsible for legal matters including Collective Bargaining Agreement grievances
  • Completed the sell side of a stock purchase transaction and an asset purchase transaction of two subsidiary companies in 2017 and 2019.
Datrose - Chief Financial Officer
Windsor, CO, 01/2002 - 01/2010
  • Primary responsibilities included corporate finance, accounting, information technology and human resource management for the privately held joint venture between MiTek Industries, a Berkshire Hathaway Company and Weyerhaeuser Company (see below)
  • Worked closely with CEO and Partners to start up the business in 2002
  • Responsible for coordinating corporate finance processes with bankers, legal counsel, Board of Directors, external auditors, and other stakeholders
  • Responsible for the creation of the financial accounting system, including financial reports, financial forecasts, budgets, internal controls, cash flow projections, and the management of external audit process
  • Direct involvement in the development and implementation of operating, accounting, finance, IT, and human resource policies and procedures
  • This includes software revenue recognition policy in accordance with SOP 97-2
  • Coordinated and participated in all Board of Directors meetings and served as the Corporate Secretary
  • Prior Experience With Publicly Held Fortune 500 Company in the Wood Products Industry
Affiliations
Certified Public Accountant (Inactive) American Institute of Certified Public Accountants Ohio Society of Certified Public Accountants

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Resume Overview

School Attended

  • University of Northern Iowa
  • University of Northern Colorado

Job Titles Held:

  • Chief Financial Officer
  • Chief Financial Officer
  • Chief Financial Officer

Degrees

  • Bachelor of Science

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