JANICE L. RAMIREZ
Atlanta, GA ***** *******@*****.*** 404-***-**** https://www.linkedin.com/in/janiceramirez
CHIEF FINANCIAL OFFICER
Finance & Administration Executive Leadership Compliance Program Development Media & Marketing M&A
Broad experience as both a senior management team member and consultant leading finance, information technology, planning, human resources and administration in startup, turnaround, acquisition, reorganization and multi-location settings for middle-market organizations. As a strategic CFO, my career has been dedicated to helping companies build, transform and grow. Adept at building and transforming financial infrastructures, I help organizations scale, maximizing reach and impact to the constituents served.
DRIVING SUSTAINABLE GROWTH, MAXIMIZING IMPACT
Proven experience in financial strategy, planning and management with a track record in driving organizational growth and stability including a strong foundation in large and complex non-profits or mission-driven organizations.
Strong technical expertise in financial management systems, compliance and multisource revenue streams. Experience leading capital budgeting, asset management and facilities planning in a complex organization.
Demonstrated ability to collaborate effectively across departments, fostering strong relationships with program leaders, board members and other key stakeholders.
Experience leading cross-functional teams and working in partnership with operation and program leadership to align financial strategy with mission-driven priorities. Strong ability to engage and influence diverse stakeholders while fostering a culture of transparency and trust.
Ability to develop and implement change management strategies that optimize financial systems and processes while respecting organizational culture.
Exceptional interpersonal and communication skills with the ability to present financial information clearly to financial and non-financial leaders.
EXPERIENCE
Interim/Fractional Chief Financial Officer ERP and CRM Systems Consultant, Metropolitan Atlanta 2014 - Present
CFO support - Key areas include overseeing and optimizing all aspects of financial management, developing financial strategies, leading budget and forecasting efforts, maintaining investor and stakeholder relations and providing M&A support.
Systems implementation consulting - Key process, reporting and technical areas include dashboards, workflows, process improvements, database architecture, configuration, customizations and data conversions. A sample list of engagements:
Atlanta Community Food Bank ($200m revenue, 250 employees) Nonprofit Food Distribution Supply Chain
Led organization-wide budget process and audit, engaged in Board of Directors and Executive leadership team relations, ed Finance & Accounting NetSuite ERP Implementation - Discovery & Planning Phase
ClearPoint Financial Services ($27M revenue, 30+ locations) Nonprofit Housing Education Counseling
Restructured department and consolidated systems to position company for merger event
Pathways Transitions - Behavioral Health ($10M revenue, 10 locations) Healthcare
Implemented enterprise platform accounting suite and work-flow process changes increasing profit margins by 40 percent to position company for acquisition
Start-up Co-founder Co-operator Master Franchisor, JJ Metals Crazy Cuban, Metropolitan Atlanta
Consumer Retail Food & Beverage Franchise Broker Dealer 2009 - 2014
Led consumer retail start-ups from inception to exit including funding, development, operations, media & marketing and Franchisor brand development.
Expanded dealer locations to multiple sites growing revenue to $5M by second year; sold in 2013
Launched unique food franchisor concept; developed operating manuals, Franchise Disclosure Document (FDD) and pro-forma statements
Led sales and marketing efforts including creative design, ad placements, lead generation, website development
and social media
Vice President, Finance & Chief Financial Officer, Consumer Credit Counseling Services/ClearPoint Counseling (501©3), Metropolitan Atlanta Banking & Treasury Management Non-Profit Housing Education 2004 – 2009
Led all financial operations with offices across four states serving 600,000 clients nationwide. Participated as an active member of the Executive Management Team.
Responsible for all aspects of Financial Planning & Analysis (FP&A) with shared responsibilities for the legal, compliance, business development and information technology departments
Set stage for expansion with IT automation solutions resulting in board of director recognition for leveraging technology that maintained finance & accounting staffing level during 50 percent agency growth spike
Developed activity-based budget models implementing metrics and key performance indicators reducing the annual budget process from seven to three weeks
Developed financial models, reports and analytics to support key strategic business growth initiatives and improve insight for the board and executive team
Oversaw all external audits including IRS audits, annual financial audits, 403(b) retirement plan audits and bank compliance audits of client trust funds
Ensured compliance with local, federal, and state audits meeting A-133 guidelines
Oversaw, directed and organized the work of the finance and accounting team
Supervised, developed and coached direct reports
Independent Business Consultant, RGP (division of Deloitte & Touche LLP) & referrals, Metropolitan Atlanta
Consultant for $885M+ Live Entertainment Promoter
Integration partner for $250M+ National Radio Company
Lead for accounting system integration, $13M Geo-Technical Manufacturer & Distributor
System implementations lead for $10M European Furniture Manufacturer & Distributor
Interim Controller for $35M Private Educational Institution
Interim Controller for $4M Private Educational Institution
Assistant Controller, Golder Associates, Metropolitan Atlanta Environmental Services Construction Engineering
Senior Accountant, DiversiTech Corporation, Metropolitan Atlanta HVAC Consumer Services Retail Warehouse
Auditor, Lapadula & Company CPAs, Miami, Florida Manufacturing Professional Insurance Retail
AFFILIATIONS
Georgia Society of CPAs Executive Leadership, YMCA Camp Ocoee Board of Managers, American Institute of Certified Public Accountants, Georgia Society of Certified Public Accountants (GSCPA), Financial Executives Networking Group (FENG), Association for Corporate Growth (ACG)
EDUCATION & CERTIFICATES
CERTIFIED PUBLIC ACCOUNTANT, License 12021, Georgia Society of CPAs
BACHELOR OF SCIENCE (Bs), Accounting & Business Management, Barry University, Miami Florida GPA 3.4
Self-financed college tuition through full-time employment with CPA Firm
ASSOCIATES IN APPLIED SCIENCE (AAS) - Data Processing & Analytics, ECCN (SUNY), Williamsville New York