Controller/Assistant Controller4/Accounting Manager

SANDRA JACOBY, CPA

**** ***** ******, ********, ** 80501 303-***-**** *****.******@*******.***

http://www.linkedin.com/pub/sandra-jacoby/19/5b3/813

CONTROLLER / ASSISTANT CONTROLLER /

ACCOUNTING MANAGER / FINANCIAL ANALYST

PROFESSIONAL SUMMARY

Expert in: General Accounting ~ Financial Reporting ~ GAAP ~ Financial Analysis

Strong knowledge in researching, application and interpretation of GAAP. Analytical, high-energy professional who leads companies through change and challenge. Strategic problem-solver who envisions smart solutions and executes with urgency across all levels of the organization. Hands-on leader with fourteen years of progressive experience working in a fast-paced environment supporting multiple companies who is able to keep teams focused and productive.

CORE COMPETENCIES

Internal and External Financial Reporting ~ Budget Planning ~ Forecasting ~ Consolidated Financials ~ Cash Flow Statements ~ Revenue Recognition ~ ARB 45 ~ SFAS 109 ~ SFAS 141R ~ Computer Software SOP 97-2 ~ Reconciliations ~ Fixed Assets ~ MACRS & Straight Line Depreciation ~ Internal Control ~ Financial Audits ~ Accounts Receivable & Accounts Payable Management ~ Accounting Process Improvements ~ Managed Banking Relationships ~ Change Management ~ Team Development & Leadership ~ Productivity & Performance Improvement ~ Organization & Communication

PROFESSIONAL EXPERIENCE

GLOBAL EQUITY CAPITAL, Boulder, CO 1999 - 2010

Private equity firm focused on value creation through extensive operating expertise in small to middle-market transactions.

PROJECT ACCOUNTANT – National Support Services NA LLC 2009-2010

Leveraging broad competencies in business operations management and financial accounting, assisted with the acquisition of new company liaising with Ceridian for 300 employees in 35 states. Hand-selected to perform initial fair-value assessment of fixed assets (SFAS 141R) and set-up accounting books and records until permanent staff hired.

CONTROLLER – Adventa Control Technologies Inc. 1999-2009

Progressive record of positions with increasing responsibility, culminating as Controller, preparing the complete consolidated financial statement package in accordance with US GAAP. Coordinated internal and external financial audits, prepared annual budget for two companies, reconciled inter-company accounts and tracked fixed assets utilizing MACRS and straight-line. Assisted corporate tax department with quarterly and annual income tax filings. Accountable for bank reporting in accordance with loan agreement & financial covenants. Responsible for reconciling and analyzing balance sheet accounts for multiple companies. Calculated and recorded earned/deferred contract revenue for long-term projects. As Accounting Supervisor from 1999-2005, oversaw Accounts Receivable, Accounts Payable and Payroll.

KEY ACHIEVEMENTS

* Reduced annual audit fees by 20%.

* Streamlined accounting processes resulting in a 5 day close process for multiple companies simultaneously.

* Created forecasted financial statements including cash flow used for business planning.

* Wrote & implemented Internal Control manual

* Revised & executed sales order / revenue recognition policy.

OTHER PORTFOLIO COMPANIES AND SIGNIFICANT ACCOMPLISHMENTS

Avure Technologies – Interim accounting functions, Transition to newly hired staff

Connection Machines Services – Full accounting functions 3 years

Encore Real Time Computing – Full accounting functions 4 years, Transition to new staff

Humanic Design - Full accounting functions 5 years, Divestiture analysis

Humanic Solutions – Full accounting functions 5 years, Transition to new staff, Divestiture analysis

Jamis Software – Royalties Audit

NBI Services – Full accounting functions 3 years

Pierce Technology Services, Inc. – Train new hires to mandated accounting policies and procedures

Proxicom – Initial Balance Sheet audit

Revere - Controller with full accounting functions 6 years, Divesture analysis, Transition to buyer

Rochelle Center LLC – Property and lease management

Select Business Solutions – Royalties Audit

Silicon Systems and Technologies – Full accounting functions 4 years

Wire One Communications - Train new hires to mandated accounting policies and procedures

FULL-CHARGE ACCOUNTANT – Signal Graphics Printing, Boulder, CO 1998 - 1999

Full-Charge Accountant – complete accounting cycle to financial statements, payroll, cash flow analysis, operating analysis comparing to best practice metrics, software conversion from BYOB to QuickBooks

ACCOUNTING INTERN – Greenberg & Associates Inc., Boulder, CO 1997 - 1998

Accounting intern – Accounts Payable, Payroll, Analysis

RECOMMENDATIONS

“I worked with Sandra for 6 years dealing with a number of organizational and business challenges. She always dealt with everything thrown at her professionally and with a positive attitude, having the best interest of the company and investor group in mind at all times.”

Lindsay Wynter, SVP Finance, Global Equity Capital

“Sandy served as the controller and essentially filled the role of a CFO for several years at Adventa. She always conducted herself in a professional manner and fulfilled her duties well. I would welcome the opportunity to work with Sandy again. I would highly recommend Sandy.”

Dan Schell, President and COO, Adventa Control Technologies, Inc.

TECHNICAL SKILLS

Software: Net Suite, QuickBooks (all versions), Platinum Windows, SQL, FRx Reporting

Applications: MS Office; Advanced Excel, Word, PowerPoint

EDUCATION AND PROFESSIONAL DEVELOPMENT

Concurrent Bachelor of Science / Masters of Science in Accounting, cum Laude, University of Colorado, Boulder, CO • 1998 • Master’s GPA 3.455 • Bachelor’s GPA 3.850 • Dean’s List 2 semesters

Certified Public Accountant, State of Colorado Certificate #26753 • 2008

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