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

An experienced, strategic, dynamic financial executive of financial planning, process improvements, and corporate governance, eager to collaborate with smaller to mid-sized companies. Willing to adapt to complex environments and lead teams to be more sufficient, succinct, and successful. A firsthand professional of all things accounting, driven by discipline, decision-making, and development.

Skill Highlights
  • General and Tax accounting
  • Cost accounting & allocations
  • Financial Planning & Analysis
  • Budgeting and Forecasting
  • Financial modelling
  • Strategic Finance Business partner
  • Team building and leadership.
  • Process & operational improvements
  • Corporate governance and risk management
  • Working with various departments on process improvements and implement automated tools: Asset Under Management (AUM) reporting, Sales Commission, Revenue Billing, Cost allocations, Reporting tools (Tableau), Headcount Management.
  • Established process and methodology for the completion of budgets and forecasts.
  • Developed cost accounting allocation methodologies used in departmental and customer profitability.
  • General ledger implementation, chart of accounts design, and creating multi-purpose management reports.
  • Design, document, and implement SOX 404 internal controls.
  • Extensive experience with building financial models.
Relevant Professional Experience
Vice President, FP&A (Expense Management), 02/2018 - 01/2020
NEW YORK LIFE INSURANCE COMPANY (NYL) City, STATE, Company's expense leader(~$5.0b) responsible for annual and quarterly company-wide expense planning: developing guidelines, establishing timelines, advising budget owners, providing guidance, tools and templates to ensure accurate data collection, and preparing consolidated analysis.  
  • Finance business partner for support units to review expense base, hiring plans, and identify budget risk and opportunities. 
  • Championed Expense group as a Center of Excellence, being a key figure in setting up annual company-wide and department expense targets.
  • Worked across all levels of the organization and departments on various automated and process initiatives: budgets, allocations, headcount, investment committee development, reporting tools.
  • Responsible for the firm-wide allocation process and execution; introduced monthly allocation reports and analysis. Rewrote the allocation process to reduce complexity and identified a tool to aid in streamlining the rewrite.
  • Co-created a complete expense analytics with clear reporting deadlines; used in Board presentations for CEO and other Senior leaders.
Senior Vice President, Chief Operating Officer/Chief Financial Officer, 09/2014 - 02/2018

Chief Operating Officer (June 2015 - February 2018)

Spearheaded Executive Leadership Team with operational oversight of recruiting, technology, risk management, and marketing, reporting to the parent company CEO and responsible for strategic and operational oversight of the New York office. Member of the Company Board.

  • Filled key roles in Sales and Technology departments with outstanding senior personnel
  • Upgraded systems based on consensus across departments to boost document and automation efficiency.
  • Coordinated closing of a company division and consolidated remaining operations into an affiliate.
  • Explored options to strategically relocate the firm and reshape office space for increased employee satisfaction.
  • Stand up an Operational Risk management framework

Chief Financial Officer (September 2014 - February 2018)

Oversaw accounting, planning and analysis, budgeting, forecasting, and audits. Compiled business updates and recommendations for Board of Managers, Audit Committee, and Compensation Committee. Coordinated staff to be more efficient by building timelines and procedures for finance functions. Pinpointed issues and constructed financial models for Senior Management.

  • Joined Human Resources to review and rewrite compensation plans to meet current goals.
  • Helped Executive Management resolve and ensure proper booking of certain technical accounting transactions: goodwill impairment, deferred compensation, purchase accounting, minority interest.
  • Developed periodic management analytics and financial business insight to CEO, board, and broader NYL Corporate organization.  
Controller (Consultant), 04/2014 - 09/2014
WORLD BUSINESS LENDERS City, STATE, ​​Assured proper recording of transactions for the full books of the company and revised general ledger chart of accounts. Led budgeting and planning processes and delivery of regular reporting and insights to management and investors. Supported set-up for cost allocation process across all divisions and operational best practices for month-end close processes. Input internal controls for revenue recognition, fixed assets, and expense authorization and payment. Analyzed business risks and opportunities to make recommendations as they affect the financial results of the business. 
  • Drastically diminished time lag in the receipt and payment of invoices.
  • Enhanced functions (e.g., General Leger, process, procedures etc.) for start-up company not yet optimally organized.
First Vice President, Controller, 06/2003 - 09/2013
ARTIO GLOBAL INC (formerly Julius Baer) City, STATE,

Enabled staff involved in General and Cost Accounting, Treasury, Sales Commission, AP, Billing, Assets under Management reporting & analytics.

  • General & Cost Accounting: Monthly closing of all (9) subsidiaries; activities include but not limited to expense and revenue accruals, stock equity (current and deferred) compensation computation, Cash receipts booking/reconciliations, fixed assets, sub-ledger and balance sheet accounts reconciliations, and consolidations.
  • Worked closely with Tax department to record deferred and current tax accruals. Provided schedules and data required to assist with all tax filings and tax audits.
  • Prepare schedules and provide data used in preparation of 10Q and 10K reports.
  • Worked with SOX Leader to design, document and implement SOX 404 internal controls for Finance.
  • Key player in implementation of general ledger, chart of accounts design and creation of standardized system reports.
  • Developed cost allocation methodology used in the determination of profit center profitability & customer profitability also utilized in the annual 15C Fund profitability report and other data required by the Mutual Fund board.
  • Treasury: Prepared monthly cash flow and requirement analysis and made risk-based investment decision for effective use of company's excess cash.
  • Sales Commission: Automated sales commission computation process. Oversee and perform extensive review on computation of sales commission payments for up to 10 Sales Professional.
  • Accounts Payable: Reviewing, approving of vendor & T&E spend. Implemented Concur system.
  • Billing: Designed and implemented in-house billing module. Review invoices issued by reviewing client contracts, designing performance fee computation templates, and reviewing computations.
  • AUM: Designed and implemented in-house developed AUM tracking program to improve reporting and leveraged for billing and accrual processing. Responsible for reconciling, analyzing and producing monthly data used for public AUM release, quarterly forecasts and Senior Management reports.
  • FP&A, Budget and Forecast :
    Designed and implemented budget system (FRX-Active Planner), establish budget process and generate monthly, management financial reports detailing actual to budget analysis, product profitability and other financial measures.
MBA & BBA: General Accounting, Expected in
Pace University - New York City, NY
Graduated Magna Cum Laude
Professional Affiliations

American Institute of Certified Public Accountants

New York State Society of CPAs.

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Resume Overview

School Attended

  • Pace University

Job Titles Held:

  • Vice President, FP&A (Expense Management)
  • Senior Vice President, Chief Operating Officer/Chief Financial Officer
  • Controller (Consultant)
  • First Vice President, Controller


  • MBA & BBA

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