Jeanette Sullivan - Cpa, Cgma, Mba Email and Phone Number
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JMSullivan@alumni.duke.edu | CPA MBA CGMA | +1 336 745 0478 | Citizen of USA and Republic of Ireland
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Chief Financial Officer | Chief Operating OfficerRackn Sep 2019 - PresentAustin, Tx, UsRackN is a growing technology company that provides revolutionary software to help manage the infrastructure layer - both physical and virtual. Built from the bare metal up, Digital Rebar Platform (DRP), provides bare-metal provisioning a zero-touch experience from the bios and firmware up thru the application and virtual layer. With its multi-site management capabilities, DRP provides a true single pane of glass experience for all managed infrastructure resources in the enterprise. -
Cfo | Financial Transformation Executive | Consulting ExecutiveJsullivan Consulting 2013 - 2019ClarkPowell - Full-service audiovisual provider – Winston-Salem, NC (2014 – present)- Developed and executed transition plans for business ownership transfer and owner retirement- Improved product/service margins by 10% via review of pricing guidelines and expense analysis- Secured over $5 million in critical investment financing- Created and implemented business process improvements which dramatically improved inter-department collaboration, enhanced the monthly close process, and facilitated staffing initiatives- Developed cash flow forecasting models and budgets for optimal cash management and strengthened executive decisions- Remodeled ERP (SAGE Systems, MAS 90, Microsoft Dynamics) configurations, management reporting, executive dash boards, executive team reporting packages, and performance metrics- Fostered third party administration, including banking, audit/review, customer, and vendor managementRackN – Technology startup redefining infrastructure automation – Austin, TX (2014 – present)- Revised initial budget and cash flow forecast to reflect total initial costs of starting the business- Revised pitch deck to present to venture capitalists to raise $1 million- Engaged in critical marketing strategy sessions to focus company in the immediate and short term for survivalCedar Hill, LLC– Natural Resource Investment Management – Atlanta, GA (2014 – 2016)- Partnered with the founders in architecting business model to attract investors and manage the timber and timberland investmentsMulti-store/multi-state skincare and cosmetic retailer – Charlotte, NC (2016)- Identified cause of margin fluctuations and evaluated inventory management solutionsImporter of building supplies to capital improvement projects – Winston-Salem, NC (2016)- Analyzed current operating environment and provided specific solutions to improve inventory management thru dynamic inventory system and organize project management via digitization of contracts and communications
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Cfo | Svp Finance | Financial Operations And Fund AdministrationRegions Bank 2008 - 2012Birmingham, Alabama, UsResponsible for financial operations, governance, compliance, tax, treasury, and IT of an investment manager (Regions Timberland Group) with $2.5 billion of assets under managementBuilt high performance team during a period of extreme growth; stabilized problems, recruited new team members, reorganized department, enhanced IT support systems, and developed operating goals and guidelines to promote efficient and timely performance.Increased financial commitments from investors by $750 million.Completed and incorporated acquisitions of approximately $800 million spanning 5 new countries.Established custodial, central administrative and domiciliary services, daily operating procedures, and risk management guidelines for a Luxembourg regulated (CSSF) fund to manage total assets of $600 million.Managed quarterly investor reporting, financial reporting, financial audit, statutory audit, VAT reporting, tax reporting and compliance (GIPS), including the management of back office service providers, external audit teams, and tax advisors both domestic and abroad.Ensured tax and legal compliance with regulations for 95 entities in all invested countries, including US, Brazil, Estonia, Guatemala, Hungary, Luxembourg, South Africa, Romania, Latvia, Paraguay, and Austria.Managed local and international accounting and finance teams following US GAAP, IFRS and various local GAAP in invested countries. -
Experienced Manager | Crisis Management Services : Sec Investigation, Litigation Support, BankruptcyPwc 2000 - 2007GbProvided consulting services for companies in crisis:- Dispute Analysis & Investigations - Business Recovery Services - Insurance Claims Services -Acted as CFO of a financially troubled furniture manufacturer by managing production operations (including cost standards) / accounting operations(including A/P, A/R, billing, G/L fixed assets, payroll, insurance, financial statement production and analysis, banking relationships) and negotiating with the secured lender, unsecured creditors, and bankruptcy trustee, eliminating the secured debt facility of approximately $15M.Directed dispute team to analyze and review accounting analyses, external audit work papers, and accounting guidance in support of, and to prepare an expert report, reducing the shareholder lawsuit claim of $600M against the external auditors to the court award of $50K.Represented a top three US Bank in assessing, preparing, and submitting property damage and business interruption insurance claim for the events of September 11, 2001, increasing financial recovery by over $70M. Arbitrated merger/acquisition disputes between two companies, where operations, cash management, accounting guidance, or net working capital were in dispute. Net awarded decisions ranged from several hundred thousand to ten million US dollars.Presented “Global Trends in the Apparel Industry” to the American Association of Textile Colorists and Chemists (AATCC).Expanded team through recruiting activities, such as candidate identification, interviews, and evaluations.Evaluated staff on a continual basis throughout the year using the performance appraisal framework, which included metrics for people, quality, and profitable growth. -
Manager | Information Risk Management ServicesKpmg 1997 - 2000Toronto, On, CaManaged consulting projects and teams performing business process strategy alignment for client executive management, business process control assessments, finance and IT departmental performance assessments, systems implementation stabilization services, and Year 2000 project assessments for Fortune 500 clients.Developed strategic alliance with the Global Financial Services team to enhance service delivery to clients.Developed and executed marketing strategy for selling the System Integration Control Product Champion (SIC) for the Southeast Region. Directed and managed system integration controls projects, focusing on SAP, PeopleSoft, Oracle and BAAN.Lectures and Presentations:----Thin Client Computing to FiServ Users Group----Risks Associated with ERP Implementations to Financial Executives -
Senior Financial Analyst | Capital Markets Technology FinanceWells Fargo 1996 - 1997San Francisco, California, UsDesigned and built a cost allocation model, which equitably distributed $100 million of capital and expense costs for the Capital Markets Technology Finance GroupDeveloped standard costs for products and services offered by the Capital Markets Technology Finance Group, which included computer hardware / software, trader phone systems, office equipment, support team costs, resource costs, and occupancyCoordinated with budget officer to monitor the $40 million annual expense budget against actual expense outlay and allocation recovery from the business unitsCoordinated with Bank operations for monthly downloads of financial information, including fixed assets and general ledger statusPerformed cost / benefit analysis on technical projects, such as trader phone system expansion vs. replacement, UNIX vs NT desktop, and new office location evaluation -
Director Of Information SystemsDuke Energy Corporation (Crescent Resources, Inc.) 1991 - 1996Charlotte, North Carolina, UsDesigned and implemented a wide area network infrastructure to support numerous geographically separated Crescent Clubs, constructions sites, and their associated systems, such as Point of Sale(POS), inventory tracking, and accountingPlanned and implemented a company wide systems upgrade and conversion project, impacting 200 systemsDesigned and supervised the development of a Residential Lot Tracking System, which enhanced the ability of management to forecast project development and income generation by 100% through process flow re-engineeringConverted a cumbersome spreadsheet-based system to a responsive relational database driven application with managerial reporting, which reflected the extensive 260,000 acre land holdings and their corresponding $5.5 million property tax liabilityDesigned and developed a Residential Development Prospect System which increased marketing target accuracy with prospect source capturing, increasing sales by 25%Prepared monthly consolidated financial statements for an asset base of $360 millionDeveloped managerial reports, including committed cost and contract management, for individual operating units with total operating budgets averaging $34 millionSupported the use of accounting systems for loan processing, timber billing, property management, job cost and property development administration, homeowner administration, country club management, nursery retail sales, and office administration -
Consultant | Cobol Programmer | It System DesignerAccenture (Andersen Consulting) 1988 - 1991Programmer and program designer on large system integration projects (COBOL)Liaison between functional analysts and technical administrators, translating data request objectives into technical access requirements (DB2)Managed flow of data between production and 4-tier testing environment that controlled the billing cycles at PacBell (telecommunications)Designed performance, inventory tracking, and work schedule reports used by executive VPs at MCIRefined and maintained document processors in an integrated financial accounting system at the Social Security Administration (SSA)
Jeanette Sullivan - Cpa, Cgma, Mba Skills
Jeanette Sullivan - Cpa, Cgma, Mba Education Details
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Virginia TechAccounting/Accounting Information Systems -
Duke University - The Fuqua School Of BusinessGeneral
Frequently Asked Questions about Jeanette Sullivan - Cpa, Cgma, Mba
What company does Jeanette Sullivan - Cpa, Cgma, Mba work for?
Jeanette Sullivan - Cpa, Cgma, Mba works for Rackn
What is Jeanette Sullivan - Cpa, Cgma, Mba's role at the current company?
Jeanette Sullivan - Cpa, Cgma, Mba's current role is Chief Financial Officer | Chief Operating Officer at RackN.
What is Jeanette Sullivan - Cpa, Cgma, Mba's email address?
Jeanette Sullivan - Cpa, Cgma, Mba's email address is jm****@****uke.edu
What schools did Jeanette Sullivan - Cpa, Cgma, Mba attend?
Jeanette Sullivan - Cpa, Cgma, Mba attended Virginia Tech, Duke University - The Fuqua School Of Business.
What skills is Jeanette Sullivan - Cpa, Cgma, Mba known for?
Jeanette Sullivan - Cpa, Cgma, Mba has skills like Financial Analysis, Financial Reporting, Strategic Planning, Strategic Financial Planning, Financial Modeling, Accounting, Finance, Internal Controls, Mergers, Managerial Finance, Forecasting, Budgets.
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