Jennifer Williams Email & Phone Number

Wellington, FL, US

Florida, United States

Ensures 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.

Florida, United States

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.

Remote

• 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… Show more Drove new business.
• 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.

Hamilton, MA And Wellington, FL

• 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… Show more Provided services in asset/capital management, project financing, budget development and management, M&A facilitation, and.
• 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

Greater Boston Area

West Palm Beach, Florida Area And Farmington, CT

• Directed 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.

West Palm Beach, Florida Area

• 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.
• 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.
• 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

Tampa, FL

• 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… Show more Directed capital management, project financing, budgeting and forecasting, risk management, M&A facilitation, real estate management.
• 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.

West Palm Beach, Florida Area

• 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 &.
• 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.
• 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

New York, NY

Recruited 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.

Ft. Lauderdale

Primary duties focused on trading secondary market distressed asset backed securities (ABS) and corporate securities for institutional broker/dealer. Established new, large institutional accounts.

Guilford, CT

Recommended 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.

New York, NY

Structured 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.

New Yotk, NY

Assigned 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.

New York, NY

Ratings analyst starting in the Public Finance sector and transitioned into the Managed Funds Group. Departed to pursue MBA.

Master Of Business Administration - Mba, Finance, General

M.B.A., Finance

Activities and Societies: President - Investment Club, Student Activities Treasurer

Bachelor Of Arts - Ba, Classical Studies

Bachelor Of Arts, Classical Studies

Activities and Societies: Tulane Polo Club, Pi Beta Phi