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Corporate Controller Financial Analyst

Location:
Aptos, CA
Salary:
200000
Posted:
March 18, 2023

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Resume:

Jenny Twaddle

La selva beach, CA ***** 831-***-**** *************@*****.***

CORPORATE FINANCE EXECUTIVE

Senior Financial Executive with expertise in corporate finance, financial planning and analysis, sales operations, treasury, and real estate finance. Consistently foster growth and profitability within organizations. Adept at implementing solutions to reduce costs, increase efficiency, enhance business processes, and maximize profitability. Demonstrated expertise and success in the analysis, design, and automation of business processes. Experienced at systems implementations and conversions.

PROFESSIONAL EXPERIENCE

SV Labs Corporation (2021-Present)

Vice President of Finance, Corporate Controller

Hired by Private Equity Group to provide leadership and direction for all finance, accounting, and IT functions for a contract manufacturing company. Responsible for financial planning & analysis, financial reporting, general and cost accounting, cash management, annual audit management, and performance management. Execute budgeting, forecasting, and modeling activities. Manage a team that performs all general accounting functions.

Key Achievements:

Reduced days to close by 50% after only 1 month on the job.

After acquisition merged financials from multiple systems and created streamlined consolidated financials.

Implemented new procedures to strengthen internal controls.

Changed budgeting and financial review process to include input and accountability from Executive Leadership team.

Bay Equity Home Loans (2020-2021)

Mortgage Loan Officer

My duties included all aspects of residential real estate financing, including purchase loans and refinances for conventional, FHA and VA loans.

OZ DISTRIBUTION (2018-2019)

CFO

Provided leadership and direction for finance/accounting, sales operations, and human resources. Responsible for financial planning & analysis, financial reporting, budgeting, sales compensation, benefits administration, cash management and performance management. Managed general accounting functions.

Key Achievements:

Established accounting system using Odoo and created all policies and procedures.

Helped raise startup capital through preparation and presentation of company financials.

CATBIRD NETWORKS (2013 – 2017)

CFO/Corporate Controller

Responsible for finance/accounting, sales operations, and human resources functions for a Saas start-up company. Hands on financial planning & analysis, financial reporting, accounting, compensation management, stock administration, sales targets, commission plans, annual audit management, benefits administration, and performance management. Executed budgeting, forecasting, and modeling activities. Managed general accounting functions.

Key Achievements:

Promoted to CFO after reduction in staffing.

Streamlined corporate finance functions by transitioning from QuickBooks to Sage 100.

Championed efforts to reduce costs as well as improve financial accuracy and long-term planning.

OMNIA PRODUCTS (2006 – 2013)

Founder & CEO

Managed all finance and accounting functions for an Amazon FBA company. Directed all operations including e-commerce product development for Amazon store, direct marketing, sales, and distribution.

Key Achievements:

Increased revenue by generating new business through targeted marketing and social media campaigns, sales presentations, networking, referrals.

Boosted sales by selling into local brick and mortar stores.

TARANTELLA (FORMERLY SCO) (1997 – 2005)

Vice President of Finance, Corporate Controller (2000 – 2005)

Charged with leading a team of 70 employees worldwide for a $500M publicly traded company. Managed financial planning & analysis, general accounting, compliance, sales compensation, and UK subsidiary finances. Oversaw internal financial processes for all geographic entities and external compliance with global accounting regulations. Promoted from Assistant Controller position.

Key Achievements:

Appointed as the Interim CFO after 8 months as Corporate Controller, which encompassed overseeing all Board communications and investor relations.

Navigated the company through the pre-announcement process for a shortfall in earnings, which resulted in less than 10% stock decline that was recovered in 2 days.

Increased efficiency and accuracy by reorganizing the finance department after the sell-off of divisions by implementing new processes to compensate for a large reduction of resources.

Standardized global processes for financial functions and automated global consolidation and reporting using financial data mart.

Recipient of the President’s Award for exemplary performance.

Assistant Corporate Controller (1998 – 2000)

Provided direction to a staff of 20, which included all key accounting transaction groups for US-based corporate headquarters, as well as the Americas commissions. Developed internal controls, policies, and procedures. Partnered with the sales group on contract review, revenue recognition, and non-standard transactions. Promoted from Director of Sales Operations.

Director of Sales Operations, Americas Controller (1997 – 1998)

Managed a staff of 15 while overseeing all finance and operations functions in the Americas Sales Group. Responsibility included FP&A, bid desk deal review, revenue recognition review, credit analysis, pricing, compensation plan creation and administration.

Key Achievements:

Administered a $16M development fund.

Led efforts to improve internal controls while passing the year-end audit.

Re-engineered the channel inventory process, which resulted in the removal of reportable conditions on SEC filings.

Early Career:

Information Storage Devices – Vice President of Finance/Corporate Controller

Silicon Systems – Senior Financial Analyst

Plessey – Financial Analyst

Beta Technology – Accounting Manager, Accounting Supervisor, Accountant

EDUCATION

MBA

San Jose State University, San Jose, CA

BA, Economics

University of California, Santa Cruz, CA

TECHNICAL SKILLS

Software: Excel, Word, PowerPoint, Exact Equity, Equity Edge, Encompass, Calyx Point

Accounting Systems: SAP, Sage 100 and Sage X3, QuickBooks, QAD MFG Pro, Odoo

CRM: Salesforce, Constant Contact

Social Media: LinkedIn, Facebook, Instagram, Twitter, Pinterest, YouTube, Clubhouse



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