Finance & Operations Leader - P&L & Growth Specialist

Joanna Carrillo

Finance & Operations Executive

Boxford, MA 617-***-**** **************@*****.*** Executive Summary

Results-driven Finance and Operations executive with 20+ years of leadership across construction, development, Hospitality, Non-Profit and Educational operational finance. Proven record scaling organizations, maximizing profit margins, and leading complex, multi-million dollar projects from preconstruction through closeout. Led P&L management up to $600M and directed cross-functional teams across Senior Level and Mid-Level management, field operations, and Accounting & Finance Departments . Skilled in business turnarounds, M&A integration, process optimization, and team development. Recognized for strategic thinking, decisive leadership, and ability to transform under performing operations into high-growth, high-efficiency engines. Core Competencies

Operations Leadership, P&L Management Strategic Growth M&A, Process Redesign & Operational Turnarounds, Preconstruction Planning & Risk Management, Field Execution Oversight PM & Supervision, Surety, Legal & Contractual Negotiations, Project Accounting WIP, Cost Controls, Forecasting, Technology: Procore, Sage 300, Timberline, QuickBooks, MS Project, Fathom, MAXIO, Strety, ZohoBooks, Sage Intaact. SHRIM, Workday, BambooHR and Rippling. Professional Experience

CFO - COO & Director of Administrative Operations & Finance – JP Business Solutions Inc (2014 Present) ( various clients)

x • Grew client revenue from $325K to $14M in 3 years through operational streamlining and strategic development.

x • Directed integrated construction accounting, WIP reviews, cash flow management, and closeout procedures.

x • Implemented full-scope project management and accounting software solutions to standardize operations.

x • Oversaw team of 820 across field, PM, and back office functions; restructured training and reporting.

x • Introduced pre- and post-project analysis frameworks to improve delivery outcomes. x • Supported diverse sectors: commercial construction, retail, hospitality, and infrastructure.

x • Developed and enforced cost control measures including purchase order systems and standardized reporting.

Chief Operating Officer VP, Administration & Finance – RAM Inc (2011 2013) x • Improved project delivery methods, increasing client satisfaction and project profitability.

x • Full oversight of budgets, forecasts, and month-end close. x • Collaborated closely with superintendents and PMs to align execution with financial objectives.

CFO COO Senior Executive – CAS & CASS, Inc (2004 2011) x • Strengthened surety and bonding capacity by improving project reporting and operational transparency.

x • Led internal audits of project management and operational systems, improving execution and compliance.

x • Negotiated legal and contractual disputes, mitigating financial exposure and preserving relationships.

Education

x • Harvard University - Public Administration, Business Management x • Mt. Ida College - Business Administration, Accounting & Finance Minor Leadership & Affiliations

x • Board Member, Town of Boxford Council (2023-Present) x • Member, Associated General Contractors - MA

x • Member, Massachusetts Building Congress

x • Harvard Club of Boston - Member

x • Board Member, Rudolph, Friedman LLP

x • FENG (Financial Executives Networking Group) - NY Technical Proficiencies

x • ERP / Accounting: Sage 300, Timberline, Peachtree, QuickBooks x • Construction: Procore, CFDATA, ComputerEase, FACS Management x • CRM / Productivity: Microsoft Office, Salesforce, Yardi, Fathom, Build-Ops, Maxio, Strety

Recommendations

x • "Joannas leadership fundamentally reshaped our operations and boosted our project delivery. She gets results." - Michael Beaton, SVP Construction, TR White Co. x • "She took a struggling firm and turned it into a thriving business. Game-changing leadership." - Robert Oppenheim, President, Regional Industrial Industries

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