senior financial executive resume example with 20+ years of experience

Jessica Claire
  • Montgomery Street, San Francisco, CA 94105 609 Johnson Ave., 49204, Tulsa, OK
  • H: (555) 432-1000
  • C:
  • Date of Birth:
  • India:
  • :
  • single:
  • :
Professional Summary

Highly accomplished financial executive with extensive experience in leading companies during periods of revenue growth as well the ability to provide management focus in a high leveraged and high street environment. Proven success in establishing and executing an effective business partner relationship between Finance, Sales Management, and Operations. Experience in managing the finance function in both service and manufacturing companies. Results-driven financial executive offering over 30 years' success in leading financial management activities at various organizations. Exceptionally talented in creating robust internal controls, guidelines, and procedures to support accounting functions, including budget administration. Prepared to bring talent and leadership to growing organization in rewarding executive-level role.

  • Preparing financial statements, Financial data assessments
  • Accounting and Human Resource teams
  • Financial GAAP reporting and operations performance analysis
  • Lead multi-million dollar cost reduction and process improvement initiatives
  • Organize and lead budgeting and forecasting process
  • Accounting and costing systems development, conversion and management
  • Oral and written financial presentations to Management Team and Board of Directors
  • Strategic plan development experience
  • Capital asset expenditure planning and funding management
  • Banking, insurance, leases and contracts management
  • Company acquisition and integration experience
  • Multiple manufacturing facilities financial management and new facility start-up experience
  • Real Estate planning, Benefit plan evaluations including Health, 401K, etc
  • Corporate valuations, Corporate Insurance, Corporate finance
  • Contract Management, Financial reporting, Strategic planning
Work History
Chief Financial Officer, 04/1997 - Current
Bsd Business Consulting Palo Alto, CA,
  • Led the company in participation in the NJ Grows program. Obtained $33 million in tax credits over a ten year period beginning with the 2017 tax year. Negotiated funding/financing totaling $9.6 million as part of the capital spend requirement. The Hibbert Group was the first participant in Trenton, N.J
  • Participated in the Urban Enterprise Zone - Trenton, reducing annual tax expense by $200K
  • Led an acquisition of former vendor partner/competitor (The Red Shark Group)
  • Obtained new bank borrowing agreement in 2013 which maintained loan limits of $5 million and reduced borrowing interest rates by 10%
  • Prepared budgets, monthly financial reporting packages (borrowing base certificates) for bank loan requirements
  • Directed fair value appraisal work for intangible assets including goodwill
  • Responsible for execution of annual financial audit
  • Performed job / product line costing breakeven analyses for pricing decisions
  • Led two integration teams handling Finance and Billing function transition for planned plant relocation and consolidation into another existing facility
  • Performed cost reduction reviews on equipment leases generating $130,000 in annual savings and ROI reviews on proposed equipment investments
  • Manage / Direct 401K plan
  • Manage / implement all Real Estate plans including purchases and leases
  • Planned /coordinated risk mitigation strategies to protect company assets
  • Optimized staff productivity by managing inter-team conflict resolution, yearly performance reviews, hiring / terminating processes, training initiatives, scheduling, time / attendance / payroll
  • Prepared operational / risk reports detailing financial metrics to help management make proactive decisions
  • Worked with regulatory representatives to complete accurate filings and maintain compliance
Controller, Financial Reporting Manager, 04/1991 - 03/1997
Roller Bearing Company Of America City, STATE,
  • Directed and managed financial reporting systems conversion from Great Plains Software to American Software including writing of new financial statement specifications
  • Assisted in identifying and executing integration cost reductions and restructuring savings totaling $1 million annually
  • Shortened monthly financial closing process from twelve to five business days
  • Performed acquisition due diligence related to three acquisitions along with post integration work thereby, eliminating multiple systems and staff. This resulted in labor savings exceeding $1 million annually
  • Established new cash flow and bank covenant reporting procedures to facilitate proper tracking for borrowing and loan covenant compliance
  • Facilitated and completed annual financial statement audits and reviewed results
  • Coordinated and finalized quarterly and annual financial reporting packages
  • Prepared operational and risk reports detailing financial metrics to help management make proactive decisions
  • Updated billing procedures to improve overall efficiency and reduce accounts receivable
  • Administered payroll for employees and oversaw corporate payroll reconciliation and tax activities
  • Prepared and presented annual fiscal and business plans
  • Executed periodic budgeting and modeling to project monthly cash requirements
  • Supervised accounting and financial functions, including month-end close processes, and reconciled treasury transactions; worked with Chief Financial Officer and external auditors to complete year-end close process
  • Prepared financial statements and activity reports and completed company's annual audits within expected timeframes
  • Oversaw month-end closing process, prepared financial statements and managed advanced reconciliations
  • Followed up with delinquent accounts to obtain funds and reduce aging balances
Accounting Manager, Staff Accountant, 01/1985 - 03/1991
Princeton Computer Group, Inc. City, STATE,

Wrote and presented a bi-monthly financial and operational performance report to the private equity partners that owned CC3 Company.

Developed and assisted in implementing a variety of operational financial cost savings and process improvement programs.

Managed the capital equipment spending planning including asset financing and funding.

Developed a financial system conversion plan and implemented all phases of an automated accounting system.

Managed and processed payroll through ADP.

Master of Science: Accounting, Expected in 1985
Rider University - Lawrence, NJ,
Status -

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Resume Overview

School Attended

  • Rider University

Job Titles Held:

  • Chief Financial Officer
  • Controller, Financial Reporting Manager
  • Accounting Manager, Staff Accountant


  • Master of Science

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