Jennifer Cadd, Mba Email & Phone Number

Fort Worth, TX, US

Satellite Beach, Florida, US

• As a seasoned Finance Director with over 15 years of experience in delivering high-impact financial solutions, I specialize in transforming financial operations for growth-focused organizations. My expertise spans.
• Strategic Financial Planning
• Financial Analysis & Reporting
• Budgeting & Forecasting
• Risk Management
• Performance Optimization

Richardson, Texas, US

• Provide leadership and guidance to a high-performing accounting and finance team, fostering a culture of excellence, collaboration, and continuous improvement.
• Develop and execute financial strategies aligned with organizational objectives, promoting growth, resilience, and innovation through insightful analysis, informed decision-making, and effective risk management.
• Manage and direct all revenue related activities: contracts, recognition (ASC 606/ASC 842), accounting, systems, and tools for a SaaS/HaaS company with gross annual revenues of $22MM and annual contract value of $28MM.
• Partner with diverse teams across the organization, including operations, sales, marketing, and technology. Harness financial insights to drive continuous business process improvement, informed decision-making and.
• Establish and maintain policies, procedures, internal controls, and systems to ensure compliance with contractual obligations and reporting standards.

Colorado Springs, CO, US

• Lead finance and accounting operations for a franchisor with 90+ locations, network sales of $85MM+.
• Capital budgeting, forecasting, strategic financial planning, and analysis across multiple entities with double digit growth annually and total revenues of $10MM+.
• Collaborate extensively with executives and business unit leaders on margin improvement and cost savings initiatives increasing profitability.
• Streamline financial operations through automation and digitalization to ensure efficiency and accuracy.
• Develop and manage key performance indicators to create alignment horizontally and vertically.
• Manage third party entities to ensure annual reporting requirements are met to include the Franchise Disclosure Document, audited financial statements and tax returns.

• An integral part of the decision-making team for any loan exceeding $250M.
• Effectively interpret financial statement data across various industries to understand the credit worthiness of commercial borrowers.
• Risk management and mitigation of a $30M portfolio.
• Build and maintain highly effective working relationships with both internal and external stakeholders.

Denver, Colorado, US

• Analyze business customers’ cash flow to tailor solutions through the bank’s product suite
• Manage the product implementation process from inception to completion
• Build and maintain highly effective working relationships with both internal and external stakeholders to ensure great customer service throughout each transaction
• Create strategic workflow processes that improve efficiency and synergies across the organization

• Provide high quality, dependable customer service to existing and potential customers
• Complete financial and risk analysis to underwrite and administer various type of loans, including commercial, consumer and agricultural
• Effectively manage a $17M portfolio; familiarize with existing customers, maintain growth and minimize potential losses

Lakewood, CO, US

• Supervise, train, and motivate staff to drive bank revenue
• Complete financial and risk analysis to underwrite and administer loans
• Work to build meaningful relationships with clients to aid in capturing full banking relationships
• Comply with banking regulations to ensure the bank’s compatibility with government standardsSuccessful completion of Management Trainee program

• Worked as part of a team that consistently led the nation in production
• Prospected and marketed to new clients in turn acquiring new business
• Oversaw existing business including research of investment options, maintenance of client portfolios, preparation of client reviews, trade processing, and investor education
• Analyzed current business processes resulting in implementation of new and innovative means of doing business which improved service, reduced time and led to synchronization across the nation
• Charged with the reorganization and training of a restructured branch that resulted in successful operation during and after the transition period
• FINRA Series 7 General Securities Representative Examination

Colorado Springs, Colorado, US

• Led operations within the facility including: supervising, public relations, cashiering, conducting monthly staff trainings, and performing administrative operations such as payroll and scheduling
• Discovered the importance of management within an organization and how to effectively lead operations

Master Of Business Administration (M.B.A.), International Management

Bachelor'S Degree, Business Administration; Emphasis: Finance

High School