chief financial officer chief technology officer resume example with 5+ years of experience

Jessica Claire
, , 609 Johnson Ave., 49204, Tulsa, OK 100 Montgomery St. 10th Floor
Home: (555) 432-1000 - Cell: - - : - -

CHIEF FINANCIAL OFFICER Financial Planning & Analysis | Cash Flow & Asset Management | P&L Oversight | Complex Financial Modeling Challenge-driven and strategic finance executive with 15+ years of experience spearheading scalable, financial initiatives that transform businesses. Adept at leading high-performance teams and developing and directing strategic programs and solving business problems through innovative solutions. Expertise in driving fiscal management and turning data into actionable insights that facilitate executive decision-making. Strong ability to identify and produce cost savings and migrate processes to new technical systems. Talented at forging partnerships with community leaders to catalyze impact. Financial Performance: Proven success in developing and executing successful strategic and operational solutions that drive improved financial performance, process efficiencies and valuable business intelligence. Technical Expertise: Adept at connecting with people and bringing a unique perspective to integrating finance, operations, and information technology by linking operational details to business drivers and developing comprehensive financial reporting. Process Improvement & Automation: Solid understanding of tools, and practices to streamline operations, drive organizational efficiencies, and automate internal processes. Team Building: Visionary, dedicated, and natural leader with proven expertise in building and directing high-performing, cross-functional teams through an inspiring and inclusive culture to accomplish organizational objectives and drive bottom-line results.

  • Operations Management
  • People Leadership
  • Due Diligence
  • Regulatory Compliance
  • P&L Management & Budgeting
  • Mergers & Acquisitions
  • Financial Management & Strategy
  • Cash Flow Analysis & Reporting
  • Investment Management
  • Key Performance Indicators
  • Financial Reporting & Analysis
  • Cost Reduction & Containment
  • Capital & Asset Management
  • Complex Negotiations
  • ERP Implementations
  • Staff Training & Development
  • Policy & Procedure Development
  • Forecasting & Financial Analysis
12/2020 to Current
Chief Financial Officer, Chief Technology Officer Critical Path Institute (C-Path) Tucson, AZ,
  • Built and maintained productive relationships with customers and internal partners.
  • Sourced new opportunities to introduce products and services to potential customers.
  • Renewed existing accounts by cementing trusting relationships with clients.
  • Oversaw multiple accounts and worked diligently to meet and exceed performance goals.
12/2019 to 12/2020
Chief Financial Officer The Kessler Collection Asheville, NC,
  • Directed all financial, accounting, audit, and IT operations through foundation’s growth from $620M to $1.3B in net assets while transforming the finance function
  • Led team in identifying key metrics and building an automated key performance indicator dashboard utilizing Power BI, improving insights and decision-making efforts
  • Formulated and delivered internal controls and policies in compliance with regulations, best practices, and National Standards
  • Created risk management model to help assess organizational risk vulnerabilities, then worked with lay committees and internal teams to remediate and reduce risks
  • Boosted CFGM by highlighting initiatives and serving as an ambassador on industry group boards with other leading community and private foundation funders
  • Released an Investment Consultant RFP and led a subcommittee through an eight-month process of vetting firms and verifying diversity, equity, and inclusion commitment, then onboarded selected firm
  • Worked with Audit Committee to release an audit services RFP, then on boarded firm
  • Built model to optimize cash utilization and ensure liquidity for $175M annual grants and operating budget
  • Revamped investment policy statement and established goal for hiring BIPOC investment managers, then met that goal
  • Improved organizational culture, inclusion, and awareness, with the entire finance team leading the way for the organization
  • Led third party CIS assessment to test cybersecurity practices, assess overall technology vulnerabilities, and ensure managed service provider was adhering to all policies
  • Modernized finance and technology functions, brought in new audit firm, reviewed all key relationships and contract, renegotiating to save costs and build relationships
  • Uncovered significant fraud which occurred prior to tenure and restructured gift and investment strategy that propelled revenue from $630M to $1.3B.
12/2016 to 12/2019
  • Prepared internal and regulatory financial reports, balance sheets and income statements
  • Analyzed actual financial results to budget, preparing variance reporting to functional groups
  • Coordinated preparation of external audit materials and external financial reporting
  • Trained and directed finance team in developing financial models to allocate resources, forecast cash and investment needs and make capital budgeting decisions
  • Streamlined annual budget process and created / automated, monthly financial package consisting of financial statements, department budgets, and key metrics dashboard
  • Managed hedge funds, due diligence, and M&A, and created strategic technology and finance roadmap, leading to significant investments to develop a donor portal accessed by clients
  • Developed and expanded new lines of business, driving revenue growth, and launching GCF group
  • Evaluated and analyzed all major organizational expenses and recurring contracts leading to 14% savings in combined one-time and ongoing non-personnel expenses
  • Created and managed IT strategy including developing software that fully integrated GCF’s ERP (accounting system), Donor Portal, Grants Management System, and website, increasing data access, utilization, and analysis companywide and achieving major internal efficiencies and enhancing the donor experience
  • Empowered team to challenge status quo and equipped with tools for success, facilitating the implementation of ACH reducing check-run time and paper check/mailing fees, launch of new expense management system and policies and creation of an internal/external YP group that grew membership to >150 in 14 months and maintained zero turnover
  • Managed traditional investment portfolio with guidance from Investment Committee and Investment Consultants
  • Updated and formalized impact investment policy while serving as liaison to donors, the Impact Investment Committee, and consultants
  • Identified new revenue opportunities and pitched to executive leadership with supporting models and scenario analysis.
Education and Training
Expected in to to
Master of Business Administration (MBA): Finance
Miami University - , OH
Expected in to to
Bachelor of Business Administration (BBA): Finance
University of Cincinnati - , OH
Activities and Honors
Membership Chair – Finance, Administration, and Operations Group for Community Foundations Board Liaison – Technology Association of Grantmakers

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Resume Overview

School Attended

  • Miami University
  • University of Cincinnati

Job Titles Held:

  • Chief Financial Officer, Chief Technology Officer
  • Chief Financial Officer
  • Director of Finance


  • Master of Business Administration (MBA)
  • Bachelor of Business Administration (BBA)

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