Adela E. Jiménez, Phd, Cpa, Cgma, Mba Email & Phone Number

Chandler, Arizona, United States

Advise members of senior management on the development of their strategic plan and its financial implications, as well as provide financial insights that assist in making more informed operational decisions. Review financial management reports, processes, and systems and recommend strategies to ensure financial strength and operational efficiency. Discover client’s motivation and leverage it to develop a plan to achieve career and life goals.

Phoenix, Arizona, United States

Acted in the capacity of the President & CEO during their absence, including doing speaking engagements on behalf of the organization. Partnered in the development of strategies in support of the Board of Directors’ vision, goals, and objectives for the Society. Provided inspirational leadership to staff in the areas of accounting, customer experience, marketing, member recruitment and retention, and continuing professional education. Served as point of contact for the regulatory agency and legislature to promote the interest of CPAs.

Chandler, Arizona, United States

Conducted financial audits that examined and verified accounting, statistical and operational records, ensuring alignment with SOX and GAAP requirements ($500M budget). Evaluated the design and development of processes to mitigate risk. Tested employees' readiness and knowledge against written policies and procedures.

Phoenix, Arizona, United States

Partnered with CFO and Vice-Presidents to ensure efficient operation and attainment of unit goals (120 FTEs worldwide and a $1.2B budget). Led employee satisfaction initiatives. Strategic and tactical change management skills including the development of internal control processes.

Phoenix, Arizona, United States

Led global functions team and established key business partnerships to provide seamless coordination between Finance, Technologies, and Business Units. Finance Lead in support of the Year 2000 project ($437M budget and 80K employees) and COBOL 370 conversion project ($24M budget).

Doctor Of Philosophy - Phd, Business Administration

Certificate, Executive Leadership

Master Of Business Administration - Mba

Bachelor Of Science - Bs, Accounting

Associate Of Arts And Sciences - Aas, Computer Programming/Programmer, General