Jennifer Williams Email and Phone Number
Dynamic and seasoned finance leader with over 15 years of leadership excellence across financial services, healthcare, and life sciences. Specializing in steering complex projects and transactions within global capital markets, I leverage my MBA, Lean Six Sigma Green Belt, Strategic Organizational Leadership (Villanova University), and Project Management (University of Virginia) certifications to drive transformative change, mitigate risks, and optimize performance.Throughout my career, I have successfully originated and executed a broad array of financial transactions, significantly boosting profitability and market expansion through innovative management and financing strategies. My bilingual proficiency in Spanish, coupled with exceptional communication, analytical, and presentation skills, complements my technical expertise and strategic insight.My career is distinguished by a profound ability to manage diverse teams, ensure stakeholder alignment, and foster an inclusive culture conducive to strategic planning and risk management. My expertise spans the full spectrum of financial operations, from capital management and FP&A to leading high-stakes negotiations and ensuring regulatory compliance. Adept at bridging operational and technical divides, I enhance project success and scalability through meticulous process optimization and team empowerment.A lifelong learner, I thrive in dynamic environments, consistently seeking out opportunities for growth and improvement. My approach is characterized by a unique blend of resourcefulness, perseverance, and strategic thinking, allowing me to drive projects to completion and achieve organizational goals. With a strong foundation in financial modeling, transaction structuring, and cross-functional collaboration, I excel in crafting specialized financing solutions and operational efficiencies, particularly in highly regulated industries.I am passionate about leveraging my comprehensive financial and project management skills to create lasting value and transformative impact for businesses. My leadership is grounded in a commitment to continuous improvement, teamwork, and achieving excellence through an execution-oriented mindset and coach approach.
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Vice President Client RelationsClinical AiWellington, Fl, Us -
Chief Of StaffCasexglobal Sep 2024 - PresentFlorida, United StatesEnsures that the executive leadership team operates efficiently and that thecompany’s strategic objectives are achieved. Act as a keyadvisor and support to the CEO while also overseeing operational functions, managing finances, and executing new business partnerships and business expansions for the organization. -
Strategic Operations & Global Development DirectorCasexglobal Jul 2024 - Oct 2024Florida, United StatesDrive innovation and efficiency across the firm's global research organization, working directly for the CEO. Provide executive advisory, strategic planning, fundraising and operational excellence to lead cross-functional initiatives and optimize research results. Oversee forecasting and financial analysis for research programs. Optimize capital management and resource allocation. Identify and lead cost-saving initiatives. Identify and cultivate strategic partnerships with research… Show more Drive innovation and efficiency across the firm's global research organization, working directly for the CEO. Provide executive advisory, strategic planning, fundraising and operational excellence to lead cross-functional initiatives and optimize research results. Oversee forecasting and financial analysis for research programs. Optimize capital management and resource allocation. Identify and lead cost-saving initiatives. Identify and cultivate strategic partnerships with research institutions, industry players, and fundings entities. Oversee project management for key organizational initiatives. Show less
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Director Of Special ProjectsOra, Inc. Nov 2020 - Jun 2023RemoteDrove new business development and operational excellence initiatives for a family-owned life sciences company in close collaboration with the CEO.• Guided a 3-person team in managing all strategic, financial, and operational aspects of growth and problem-solving initiatives. • Under CFO direction, created data-driven financial and business cases for strategic growth projects, including crafting executive-level storyboards and decks to secure financial… Show more Drove new business development and operational excellence initiatives for a family-owned life sciences company in close collaboration with the CEO.• Guided a 3-person team in managing all strategic, financial, and operational aspects of growth and problem-solving initiatives. • Under CFO direction, created data-driven financial and business cases for strategic growth projects, including crafting executive-level storyboards and decks to secure financial commitments.• Sourced a buyer for a business unit divestiture, reducing annual expenses by $1.2M.• Diversified clinical study patients by tapping into Latin America and North African markets, generating $2.3M in new revenue. • Established the company’s CSR platform with 3 pillars focusing on DEI, community outreach, and sustainability, aligning with the company's new mission, vision, and values statement.• Conducted due diligence for M&As and JVs and performed feasibility analyses, legal reviews, real estate acquisition, and negotiations to consolidate clinical research and drug trial shipping, labeling, and logistics. Show less -
Management ConsultantKroisos Financial Consulting, Inc Jan 2019 - Oct 2022Hamilton, Ma And Wellington, FlProvided services in asset/capital management, project financing, budget development and management, M&A facilitation, and financial analysis and reporting for SMB firms and family offices. • Managed real estate and capital assets of 2 UHNW families (including estates, farms, boats, planes, and horses), handling accounts payable, staff, maintenance, logistics, and asset acquisition or liquidation.• Acted as interim CFO for specialty hose manufacturer Diebolt & Co., securing its… Show more Provided services in asset/capital management, project financing, budget development and management, M&A facilitation, and financial analysis and reporting for SMB firms and family offices. • Managed real estate and capital assets of 2 UHNW families (including estates, farms, boats, planes, and horses), handling accounts payable, staff, maintenance, logistics, and asset acquisition or liquidation.• Acted as interim CFO for specialty hose manufacturer Diebolt & Co., securing its first line of credit ($450K) to support manufacturing expansion and implementing health care/dental plans and a 401(k) plan.• Created a comprehensive investor/buyer presentation for Diebolt & Co. to solicit acquisition offers, in addition to driving strategic account pricing efforts to enhance margins for reseller/replacement products.• Turned around and transformed operations at the New Mexico Polo Club, creating financial forecasting models, renegotiating facility leases, and driving membership growth strategies. Show less
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Assistant CoachHarvard University Apr 2019 - Oct 2019Greater Boston Area -
Asset ManagerBozzuto'S Inc Apr 2016 - Dec 2018West Palm Beach, Florida Area And Farmington, CtDirected the development of a newly acquired 60+ acre equestrian and event facility, including leading master plan design, payroll, vendor negotiations, financial reporting, and budgeting.• Oversaw all OSHA and environmental compliance activities and reporting with town planning, zoning, and environmental resources boards, ensuring adherence to regulatory requirements. -
Financial AdvisorMorgan Stanley Wealth Management Mar 2013 - Dec 2015West Palm Beach, Florida AreaProvided a diverse range of financial products and services to individuals and small businesses, building a book of business focusing on women business owners, professional athletes, equestrians, and medical practices.• Developed and delivered financial solutions backed by rigorous financial statement analysis and disciplined investment strategies, effectively meeting client needs and achieving top-quartile sales goals (with $40M in accumulated assets). • Recruited to join a… Show more Provided a diverse range of financial products and services to individuals and small businesses, building a book of business focusing on women business owners, professional athletes, equestrians, and medical practices.• Developed and delivered financial solutions backed by rigorous financial statement analysis and disciplined investment strategies, effectively meeting client needs and achieving top-quartile sales goals (with $40M in accumulated assets). • Recruited to join a strategic partnership with a senior advisor with over $145 million under management to enhance team capabilities, diversify services and broaden client base. Show less -
Vice President FinanceHealthplan Holdings Mar 2011 - Aug 2012Tampa, FlDirected capital management, project financing, budgeting and forecasting, risk management, M&A facilitation, real estate management, and financial/business analytics and reporting with a dedicated 7 person team.• Facilitated the company’s largest-ever acquisition ($42M) in partnership with private equity owners and new lending partners, acquiring the industry leader in union benefit plan administration. • Recapitalized the company's credit profile by negotiating and securing a… Show more Directed capital management, project financing, budgeting and forecasting, risk management, M&A facilitation, real estate management, and financial/business analytics and reporting with a dedicated 7 person team.• Facilitated the company’s largest-ever acquisition ($42M) in partnership with private equity owners and new lending partners, acquiring the industry leader in union benefit plan administration. • Recapitalized the company's credit profile by negotiating and securing a new line of credit, leading debt restructuring efforts, eliminating hedging requirements, and preserving tax carry-forwards.• Reduced cost of capital by 4% ($850K) per year and implemented capital distribution policies that reduced annual capital expenses by 30%.• Integrated finance and accounting teams, systems, and processes from 2 acquisitions through process automation, ERP integration, and quality improvement, generating $2.6M in operational synergy value.• Generated $3.2M in cost savings by consolidating corporate real estate operations, including closing duplicate offices, streamlining operations, offshoring business processes, and renegotiating lease renewals. Show less -
Management ConsultantKroisos Financial Consulting Jan 2009 - Dec 2010West Palm Beach, Florida AreaDelivered project and financial consulting services for family offices and small companies for strategic business expansion efforts. Provided analysis and execution on mergers and acquisitions, restructurings, debt & capital raising. Scope of duties consists of financial planning, analysis, valuation and strategic appropriateness for small enterprises and high net worth individuals, providing clients with financial solutions and execution.• Sourced an Indian strategic buyer for a $35M US… Show more Delivered project and financial consulting services for family offices and small companies for strategic business expansion efforts. Provided analysis and execution on mergers and acquisitions, restructurings, debt & capital raising. Scope of duties consists of financial planning, analysis, valuation and strategic appropriateness for small enterprises and high net worth individuals, providing clients with financial solutions and execution.• Sourced an Indian strategic buyer for a $35M US environmental solutions firm and a US strategic buyer for a $26M family-owned majority stake in a public Spanish company.• Built a financial model to raise $1M in private equity funding for an equestrian industry service provider. Show less
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Managing Director - Capital MarketsGenworth Financial Sep 2004 - Nov 2008New York, NyRecruited to lead origination, structuring and execution of credit instruments, primarily in the structured finance markets. Managed six on and off-shore analysts and supervised four operations support staff. Collaborated with enterprise business leaders to brainstorm, identify and prioritize capital needs. Lead corporate level cost savings initiatives. -
Senior Vice President - Sales & TradingMesirow Financial Mar 2003 - Aug 2004Ft. LauderdalePrimary duties focused on trading secondary market distressed asset backed securities (ABS) and corporate securities for institutional broker/dealer. Established new, large institutional accounts. -
Vice President - Portfolio ManagementWhite Mountains Insurance Group Feb 2002 - Jul 2003Guilford, CtRecommended and monitored structured investments (aircraft, auto, credit card, mortgage-backed) for insurance and reinsurance company portfolios and managed the company’s $1.5 billion liquidity fund.
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Vice President - Transaction ManagerAmbac Jan 2000 - Jan 2002New York, NyStructured and underwrote asset securitization transactions: CDOs, aircraft, small/big ticket leases, mortgage products, credit cards, other esoteric receivables including intellectual property, margin accounts, and franchise loans. -
Director - International Credit RatingsFitch Ratings Jul 1997 - Jan 2000New Yotk, NyAssigned credit and market volatility ratings to US bond and money markets funds. Expanded ratings service after major acquisition to international markets, focusing on Latin America and Spain. -
Ratings AnalystStandard & Poor'S Jun 1992 - Jun 1995New York, NyRatings analyst starting in the Public Finance sector and transitioned into the Managed Funds Group. Departed to pursue MBA.
Jennifer Williams Education Details
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Finance, General -
Classical Studies -
Classical Studies
Frequently Asked Questions about Jennifer Williams
What company does Jennifer Williams work for?
Jennifer Williams works for Clinical Ai
What is Jennifer Williams's role at the current company?
Jennifer Williams's current role is Vice President Client Relations.
What schools did Jennifer Williams attend?
Jennifer Williams attended Tulane University - A.b. Freeman School Of Business, Tulane University - A.b. Freeman School Of Business, Tulane University, Tulane University.
Not the Jennifer Williams you were looking for?
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Jennifer Murphy
Washington Dc-Baltimore Area5westernasset.com, westernasset.com, lmfunds.com, leggmasoncapmgmt.com, runadigitalassets.com1 (626) 8XXXXXXX
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Jennifer Berlin
Commerial & Industrial Fuel & Lubricants Provider; President And Chief Executive Officer At Ullman Oil Company, LlcCleveland, Oh -
1cooperindustries.com
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Jennifer Williams
Clinical Talent Acquisition Partner At Nationwide Children'S HospitalColumbus, Oh2gmail.com, nationwidechildrens.org
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