Jacquelyn Wright, Cba Email & Phone Number

Experienced CFO providing value add services for startups, growing businesses & project management.

• Create and manage capital investment plan, manage bank relationships, negotiate, and complete underwriting for various credit agreements and sourcing additional capital as needed
• Convert tax basis accounting to GAAP accounting and prepare and manage external audit
• Create partnerships in various verticals to increase revenues and reduce expenses
• Implement new systems and processes to achieve economies of scale to grow profitability
• Manage accounting, credit, compliance, consultants, financial reporting and back-office operations
• Implement & Develop PowerBi and ERP system for management, analysis, budgeting & forecasting

Tulsa, Oklahoma, US

• Provide fractional CFO and Controller services in transportation, oil field services, government contracts, non-profits & construction,
• Manage banking relationships, financial reporting, audits, accounting staff and budgeting & forecasting
• Review financial analysis with management for SWOT analysis and develop and operational initiatives
• Oversight and assistance with asset management, coordination of tax return preparation and planning, detailed consolidations, valuations and mergers and acquisitions

US

Berkeley, MO, US

• Plan and present syllabus and lectures for financial accounting and bookkeeping

Chicago, IL, US

• Prepared financials and supplementary reports monthly for ownership and annual board meetings
• Assisted CFO, tax director, treasurer, controller, and operational accountants with special projects
• Implemented reports in Tableau to drive and measure financial and operational KPIs
• Reviewed AP/AR staff entries for positings, month-end close reconcilations and prepared audit footnotes
• Assisted Controller with special projects, mergers and acqusitions and ERP management
• Reconciliation of domestic and international cash and payroll accounts

Chicago, IL, US

• Reviewed and approved Sales contractors for profitability, resource utilization and accurate invoicing terms
• Managed and reconciled client purchase orders and media accounts in compliance with cash controls
• Coordinated collections and account reconciliations with the account management team
• Trained and managed temporary and clerical staff, reviewing data entry and projects for accuracy
• Assisted with month-end close and special accounting and financial projects

Chicago, Illinois, US

• Assisted department head in preparing interim, quarterly and annual financial analysis and revenue forecasts
• Maintained regulatory compliance and worked with Trust and Estates to construct contracts and financing
• Managed sales tax for IL, WI, CO, FL and LA after researching and documenting official LHA tax policy
• Reviewed A/R and A/P for headquarters and regional offices, audited auctions, produced sales reports and co-managed ADP
• Oversaw capital investment plan completion resulting in the opening of five new locations

Worldwide, OO

• Preformed audit and review procedures for clients in Energy, Consumer Products, and Investment Management
• Coordinated and tested international receivables within a team for SEC Reporting entities
• Conducted “Agreed Upon Procedures” to determine pricing of assets for a multi-billion-dollar asset management firm
• Researched and assembled a general industry guide for alternative industry to facilitate growing clients in that industry

Irving, Texas, US

• Performed walkthrough of inventory system
• Documented process improvement for supply chain management
• Financial analysis and six sigma cost savings procurement project
• Implemented SOX requirements

US

• Assisted Curators with exhibition research and auction acquisition
• Developed educational programs around exhibits
• Managed docent relations
• Prepared weekly museum updates

Bachelor Of Business, Accounting, Art History

Non-Degree Seeking Masters In Accounting