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JC
Jessica Claire
, , 100 Montgomery St. 10th Floor (555) 432-1000, resumesample@example.com
Executive Profile

Highly accomplished finance and accounting executive experienced in leading teams to drive efficiency and productivity. Extensive experience in merger and acquisition due diligence, credit facility maintenance and compliance, and insurance program coordination. Experienced in preparing and reviewing SEC filings, coordinating external/internal audit and tax preparation activities, and providing financial analysis and strategic recommendations to executive and board leaders.

Professional Experience
10/2020 to Current Franchise Resource, LLC Chief Financial Officer | City, STATE,

Franchise Resource provides outsourced bookkeeping and accounting services to franchise owner operators across the country.

  • Partner with co-owners as the management team responsible for strategic decision making for the company
  • Supervise and direct team of 9 direct and 10 indirect reports with responsibility for all aspects of client service delivery of on-boarded clients
  • Hired all new team members as the company grew from 17 to 26 employees
  • Implemented employee review process to improve employee communication, evaluation, and retention in conjunction with de facto HR responsibilities
  • Resolve higher level accounting issues for clients as the company grew from 150 to 500 clients
10/2017 to 02/2020 Jim Hawk Truck Trailers, Inc. Corporate Controller | City, STATE,

Jim Hawk Truck Trailers is a family owned dealership with 7 locations across the Midwest focusing on truck trailer sales, service, and parts distribution

  • Implemented S-Corp tax conversion and subsidiary/related party reorganization to help owners realize efficient tax structure
  • Reorganized employee responsibilities and internal processes to reduce month end close and reporting by five business days
  • Provide financial information and analysis to ownership and branch managers to help them understand and make informed decisions for their businesses
  • Responsible for maintaining banking and treasury relationships including compliance reporting, renewal, and expansion for $25 million floor plan facility and $15 million revolving line of credit
  • Coordinate all commercial, property casualty, and workers compensation insurance programs with owners and insurance carriers
  • Led financial and due diligence support for any potential merger and acquisition activity
  • Supervised team of 11 employees covering accounting, finance, HR, and payroll functions
01/2015 to 09/2017 Ballantyne Strong, Inc. Portfolio Company Controller | City, STATE,

Interim Chief Financial Officer and Treasurer 09/2016 to 03/2017

Ballantyne is a publicly traded holding company with businesses focused in cinema manufacturing and distribution, digital advertising, and other minority interest investments

  • Shortened month end close processing by approximately four business days while reducing overall accounting team from 11 to 9 team members
  • Coordinate with external auditors, worked with audit team to reorganize timing of audit work to increase efficiency of year-end close and audit completion
  • Provide financial analysis and support to business unit leadership to help them achieve their business objectives
  • Prepare and lead presentations to Board of Directors and Audit Committee and direct all investor relation activities
  • Supervise and direct financial planning and analysis functions of 3 team members with responsibility for budgeting, forecasting, financial analysis and cash flow projections
  • Responsible for all treasury functions including cash management and maintaining banking relationships with multiple banks
  • Coordinate ERP system implementation post-conversion activities between cross functional and executive teams with focus on realizing system efficiencies
  • Responsible for preparation and filing of SEC documents including 10-K, 10-Q, 8-K, and proxy filings
  • Plan and coordinate efforts with outside tax consultants for tax compliance and tax planning strategies
11/2008 to 12/2014 Tenaska Capital Management, LLC Audit Manager | City, STATE,

Tenaska Capital Management is a privately held private equity fund manager with investment focus in the energy industry

  • Direct responsibility for all financial reporting, control environment, and process improvement functions of multiple portfolio companies including 4 natural gas-fired power plants totaling 3,000 megawatts of generation
  • Support pre-close asset purchase transaction activities and manage integration of financial reporting for portfolio companies into portfolio management structure
  • Coordinate financial reporting activities to meet the needs of multiple user groups including asset/portfolio management, financial analysis, capital markets, transaction origination, and senior management team
  • Develop, implement, and track budgets and forecasts to analyze performance against actual financial and operational results and ensure credit agreement compliance for portfolio companies
  • Responsible for pre-close support, post-close administration, and compliance with separate $165 million acquisition financing, $350 million cross collateralized financing, and $1.6 billion cross collateralized, recapitalization financing agreements
  • Manage credit support requirements for counterparts and portfolio companies and letter of credit management to support commercial activities
10/2002 to 10/2008 KPMG, LLP Company Name | City, State,

KPMG is an international Big 5 public accounting firm

  • Coordinate and manage the day to day activities of audit engagements for public companies, a Fortune 500 non-public company, and other non-public companies in the construction, telecommunications, commodities trading, and manufacturing industries
  • Prepare, analyze, and evaluate financial statements for clients including Peter Kiewit Sons', Inc., Lindsay Corporation, J.D Heiskell Holdings, LLC, The Scoular Company, and FairPoint Communications, Inc.
  • Research, analyze, and present findings and conclusions on complex accounting and financial reporting issues and transactions
Education
Expected in 05/2002 BSBA | Creighton University, Omaha, NE, GPA:

Accounting and Finance major, cum laude

Professional Affiliations

Licensed Certified Public Accountant (inactive) - State of Nebraska

Member of the American Institute of Certified Public Accountants

Member of the Nebraska Society of Certified Public Accountants

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Resume Overview

School Attended

  • Creighton University

Job Titles Held:

  • Franchise Resource, LLC
  • Jim Hawk Truck Trailers, Inc.
  • Ballantyne Strong, Inc.
  • Tenaska Capital Management, LLC
  • KPMG, LLP

Degrees

  • BSBA

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