Cindy March

Cindy March Email and Phone Number

Senior Finance and Operations Leader | Superpower => Pathfinder. @ ROQ.US
Cindy March's Location
Portland, Oregon, United States, United States
Cindy March's Contact Details

Cindy March work email

Cindy March personal email

n/a
About Cindy March

I’m a hybrid who thrives in the intersection between finance/accounting and operations with an unwavering dedication to the people, the processes, and the numbers. I enjoy leveraging deep expertise in finance and accounting discipline, human capital development, strategy alignment, and operational execution to advance objectives and solve business challenges.As an operator with vision, I'm adept at assessing the current state of a company, the employees, and the processes to meet them where they are; working as part of the leadership team to envision and execute on the desired state; and rolling up my sleeves and asking ‘how can I help?’ at all levels of an organization to remove obstacles and barriers to performance. I’m hardwired for stewardship and showing up - I take care of the people and business resources placed in my hands. I’ll keep coming back. And, I'll do it with common sense and good manners.How can I help?------------------------------------------------------------------------------------------------Specialized experience and expertise while wearing the finance leader hat:Accounting principles and policies (GAAP informed and GAAP compliant)ForecastingThree statement integration and managementFinancial analytics: setting KPIs, OKRs, organizing data and metrics for downstream useBudgetingCash flow managementReporting and dashboards: board, exec team, lenders, and other users of statementsTax strategy and complianceF & A team build out and leadershipCMA (Certified Management Accountant) certification process: successfully completed Budget Preparation, Cost Management, Information Management, Performance Measurement and External Financial Reporting; sitting for Part 1 certification during Jan/Feb 2024 testing window.Specialized experience and expertise while wearing the operations leader hat:Strategic and business planningAdministrative leadership: vendor, consultant and supplier relationshipsRisk assessment and management (including insurance and other liability issues)Business partner to cross-functional leaders and managers for process improvementContract negotiation and managementPlatform integration (ERP systems and/or modules)Workflow assessment and designValue chain analysis for streamlined business operationsPeople operations: recruiting and retention; health and wellness considerationsCross-functional team build out and integration

Cindy March's Current Company Details
ROQ.US

Roq.Us

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Senior Finance and Operations Leader | Superpower => Pathfinder.
Cindy March Work Experience Details
  • Roq.Us
    Vp Finance And Administration
    Roq.Us Oct 2023 - Present
    Clermont, Florida, Us
  • March Resources, Llc
    Finance, Accounting, And Business Operations
    March Resources, Llc 2015 - Present
    Following the intentional wind down of my senior level role at Bookbyte after a significant change in the operating environment, I have stepped back in to this entity created to manage projects of interest and asks from my network. Examples include: Financial forecasts and reporting for startup ventures, organizational pivots and restructuring, Business Plan creation and/or review, interim Finance and Accounting roles to lend a hand where needed.I love to roll up the sleeves and can quickly get up to speed (finance and accounting records are the best forms of artifacts to understand context quickly!). Happy to provide an assist!Vision Statement: To be a versatile and impactful finance and business operations leader crafting sustainable back-office operations and financial landscapes, all while leading with integrity and an unwavering commitment to excellence.How I Get There: Enhance company effectiveness through a focus on Operational ExcellenceCollaborate cross-functionally to provide partnership and Strategic Financial LeadershipCultivate a culture of learning and Team EmpowermentEstablish industry Expertise & InfluencePractice Ethical Leadership and consider legacy
  • Bookbyte
    Vice President, Accounting And Administration
    Bookbyte Oct 2022 - Jun 2023
    Salem, Oregon, Us
    *Update* I have completed the rationalization of the finance and accounting function and the wind down of my senior level role, specifically. What a great group of smart people on a terrific run that ended way too soon!eCommerce company ($50mm revenue, 35 FTE) providing rental and retail sales of textbooks on major platforms such as Amazon, Walmart, and eBay. Recruited in by CEO, initially, to assist in executive team member and ownership transition. Currently focusing on business model pivot for near to mid-term handoff as a legacy family operation. Select highlights:• Optimizing accounting and administration functions to simplify monthly close process including streamlining cumbersome inventory reconciliation (~500,000 units). Evaluation of team member skills and capabilities and rationalization and consolidation of roles and responsibilities including Controllership, GL & Staff Accountants, and A/R & A/P resources.• Coordinating with external accounting consultants to evaluate Balance Sheet and tax strategies given material change in business economics and operating environment.• Absorbing responsibilities from 2 FTE in FP&A and 1 FTE in HR functions due to rapid staffing ramp down. • Assessing and managing other legal and business obligations and commitments in preparation for wind down of active duties.• Project managing downgrade from current ERP system (Acumatica) to a simplified finance and accounting platform for ease of use (Quickbooks).
  • Ruby Jewel Ice Cream Sandwiches
    Vice President Of Finance And Administration
    Ruby Jewel Ice Cream Sandwiches Dec 2020 - Sep 2022
    Portland, Oregon, Us
    Premium frozen novelty CPG company in the early to mid-stages of pivot from retail focus to wholesale distribution scaling strategy. Recruited in by current investor and board member to build out finance and admin functions as well as lead Customer Service, HR, and Catering and Events channel. Select highlights:• Creating finance and accounting infrastructure to include transition away from part-time staff to FTE bandwidth and capabilities to accelerate monthly close, channel reporting, and data analysis allowing for more timely decision-making. Developing board and executive team dashboard to articulate narrowed business focus and performance insights.• Elevating Customer Service function by creating FTE duties and responsibilities to professionalize communications with distributor partners. Designing and leading cross-functional allocation process to include sales and production team members during increased wholesale demand and constrained production capacity.• Streamlining and professionalizing Human Resource function to include reduced time to input and increased accuracy on payroll functions. Professionalizing overall Human Resource strategy to include a human capital mindset as business scales and recruiting and retention needs grow in sophistication.• Implementing EDI capabilities with distributor partners to reduce redundant software integrations and manual entries and speed up Accounts Receivable submissions and accuracy
  • Career Break
    Professional Development
    Career Break Feb 2020 - Nov 2020
    During the pandemic, and after the wind down of Food & Beverage Innovations, I took time to recharge and consider my next opportunities while working on a variety of interesting business projects within my network. One project of note included assisting an established artisanal office coffee service company quickly pivot to WFH products during a critical time. I was brought in to reinvent legacy operations and strategy during a business crisis. Select highlights:• Reconfiguring org chart, roles, and functions including position briefs and communications within team for four Director level positions. Providing HR policy updates and payroll provider transition.• Executing on product and business model pivot to include infrastructure considerations of accounting, fulfillment, people operations, and marketing strategies.
  • Food + Beverage Innovations
    Director Of Finance And Operations
    Food + Beverage Innovations Mar 2017 - Jan 2020
    Portland, Or, Us
    After failing to secure a critical round of funding, a decision was made to wind down this CPG startup. Prior to becoming a startup statistic, I led finance and accounting, business operations, and HR functions for this company that invented the world’s first automated gelatin machine. 47 employee headcount at peak. Select highlights:• Creating full finance and accounting infrastructure including monthly close, leadership and board reporting, revenue recognition, GAAP standards, controls, and policies. Recruiting, training, and growing team for A/R and A/P processes. Pre-revenue at hire, 280% revenue growth during first full year.• Standing up Technical Services and Customer Success departments including department charters, hiring, roles & responsibilities creation, workflows, and cross-department integrations. Hiring department heads and managing institutional knowledge transition to assist in their eventual takeover of management duties.• Leading HR/people operations function including recruiting, onboarding, and retaining talent (176% HC growth in first 8 months). Developing professional learning opportunities for managers and staff through ‘Learn at Lunch,’ Book Club (multi-media), and other engagement activities.• Managing IT rollout and system and platform integration projects, building out order fulfillment processes (eCommerce and inventory) utilizing existing tech stack as well as rolling out new team tools and software.• Overall, setting standards and driving engagement on sound business practices, policies, processes and internal controls while allowing space for coaching and employee empowerment.
  • March Resources/Stafford Business Group
    Coo/Cfo
    March Resources/Stafford Business Group Mar 2015 - Mar 2017
    Holding company with business interests and investments in Quick Service Restaurants; High Net Worth family office; commercial, residential, and multi-family real estate development; and angel investing. I was brought in, initially, to evaluate and rationalize eight entities, many without a current business purpose, to simplify operations and focus direction. Select highlights:• Managed day-to-day functions through transition of company President and Real Estate Director, including operational oversight, tightening HR policies and procedures, analyzing and rationalizing staff and functions, and providing leadership on appropriate steps to manage culture and process change. Acted in an Interim Real Estate Director capacity during staff reorganization. • Positioned and negotiated sale of primary operating division at 6x initial investment and performed operational and profitability analyses on seven other portfolio companies. Sold real estate holdings of two related entities (over $2mm), subsequently closing both companies to meet position goals. Negotiated and managed transactions on commercial office building sale (over $3mm).• Created processes for long-term direction of family office/wealth management including appropriate resource alignment and support for on-going, and future, investments.
  • Esci
    Chief Operating Officer
    Esci 2011 - Aug 2015
    With eight employees and 40 geographically dispersed consultants, ESCI is a boutique professional services firm providing strategic and operational planning, financial analysis, and technical consulting products to public safety organizations throughout the United States and Canada. Originally hired as the GM in 2011 and promoted to the COO position in 2013. While providing operational, financial, and administrative oversight of the company, I also acted in a specialty consulting capacity to clients and partner organizations (including a year-long assignment as the Interim CFO of a related 501(c)(3), while keeping my day job as COO). Select highlights:• Reorganized operational processes, organizational structure, and finance and accounting functions to reinvigorate company practices, quality control, profit margin growth, and employee (and sub-contractor) capabilities. Grew revenue over 19% during the first year.• Created new products to broaden overall business mix – professional development consulting, risk management and online learning delivery platform - to reposition company as ‘experts’ and trusted advisors.• Complete restructuring of 501(c)(3) financial controls and management of accounting function, full (all executive and staff) roles and responsibilities analysis and reorganization, staff and management team mentoring, internal recruitment for a newly created General Manager position, and on-the-ground executive management presence. Led a focus on understanding mission, budget, and financial performance to help management team rebound from a loss to an addition to Net Assets (profit in the private sector) within one operating quarter.• Completed initiatives outside COO role including participation as a project lead for majority shareholder Strategic Plan Update and lead financial consultant for a Cost of Services Study for the City of Irvine, CA.
  • Transdevelopment Group
    Chief Financial Officer
    Transdevelopment Group 2007 - 2010
    With peak revenues of $25mm, and employee headcount of 35, TDG is a world-class developer of specialized transportation facilities for shippers and carriers in the rail, highway, and marine cargo industries. I essentially grew up in this company as I worked my way through undergraduate and graduate school(s). We experienced the usual developer cycles of boom and bust which created many opportunities for me to move through the chairs, wear many hats, and grow my capabilities in a highly entrepreneurial and fast-moving environment. Select highlights:• Developed and implemented accounting infrastructure and reporting, standardizing financial statements in conformance with GAAP requirements and industry practices including percent completion revenue recognition. Actively safeguarded over $100mm in Client Trust funds throughout the years, reinforcing company’s position as a trusted advisor.• Authored a Strategic Business Plan used by the Port of Richmond, CA, to gain City Council and political approval for a $37mm infrastructure development constructed for Honda Motor America.• Initiated a structure for technical design operations including staff and resource allocation, departmental technology needs, internal and external file sharing and remote backup solutions. Acted as change agent for geographic restructuring of design department improving quality of design deliverables.• Directed corporate reorganization effort including corporate structure and organizational leadership change, executive transition, and complete rebranding initiative: logo design and rollout, web site redesign, collateral materials.
  • Transdevelopment Group
    Director Of Finance
    Transdevelopment Group 2003 - 2007
    All Finance and Accounting functions including external reporting, financial statements and reviews, audit coordination.

Cindy March Skills

Leadership Team Building E Commerce Restructuring Accounting Contract Management Generally Accepted Accounting Principles Human Resources Financial Forecasting Executive Management Corporate Finance Start Ups Stewardship Financial Modeling Data Analysis Forecasting Managerial Finance Business Development Negotiation Mentoring Team Management Finance Process Improvement System Administration Team Leadership Strategic Planning Organizational Development Management Consulting Financial Accounting Business Planning Budgeting Operations Management Program Management Risk Management Employee Relations Microsoft Excel Leadership Development Cross Functional Team Leadership Strategic Leadership Change Management Accounting Software Customer Service Financial Analysis Project Planning Quickbooks Budgets Business Strategy Management Financial Reporting Project Management Coaching Staff Development Marketing Strategy Shopify Recruiting Analysis

Cindy March Education Details

  • University Of Oregon Lundquist College Of Business
    University Of Oregon Lundquist College Of Business
    Business Administration
  • Portland State University - School Of Business
    Portland State University - School Of Business
    Finance-Law

Frequently Asked Questions about Cindy March

What company does Cindy March work for?

Cindy March works for Roq.us

What is Cindy March's role at the current company?

Cindy March's current role is Senior Finance and Operations Leader | Superpower => Pathfinder..

What is Cindy March's email address?

Cindy March's email address is he****@****rch.com

What schools did Cindy March attend?

Cindy March attended University Of Oregon Lundquist College Of Business, Portland State University - School Of Business.

What skills is Cindy March known for?

Cindy March has skills like Leadership, Team Building, E Commerce, Restructuring, Accounting, Contract Management, Generally Accepted Accounting Principles, Human Resources, Financial Forecasting, Executive Management, Corporate Finance, Start Ups.

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