Jennifer P. Email and Phone Number

At Vividly, we empower CPG companies to unlock their full potential by streamlining trade promotion management and deduction processes through innovative, technology-driven solutions. Our mission is to deliver greater visibility, operational efficiency, and profitability to our clients in a dynamic and competitive industry.Lead Vividly’s Accounting Managed Services, driving growth and transformation by optimizing trade promotion management and streamlining deduction processes for CPG clients.

BooksTime is a comprehensive accounting firm specializing in full-service bookkeeping solutions. Our dynamic approach integrates the expertise of over a hundred remote team members across the United States and globally. We cater to the needs of several hundred small and medium-sized businesses, delivering dependable and top-tier remote bookkeeping services.Results-Driven LeadershipRevenue Growth: Orchestrating significant year-over-year revenue growth in a bootstrapped startup while ensuring profitability.Operational Strategy: Pioneering daily operations for the client service team, focusing on satisfaction, retention, and sustained growth.Strategic Planning: Leading workforce development, scaling the team, and spearheading the growth to serve several hundred clients.Business Visionary: Actively contributing as an idea driver for scalable growth, operational efficiency, innovative solutions and spearheading the company's expansion across diverse industries and software.Effective Team Building and DevelopmentServant Leadership: Directly overseeing a team of 15, setting a tone of trust, collaboration, and communication.Hiring, Training, and Development: Defining roles, developing training, and conducting performance reviews for the US Client Service Team, enhancing productivity and satisfaction.Strategic Decision-Making: Managing the entire employee lifecycle, addressing staffing needs through strategic interviewing and selection.Innovative Process ImprovementsPerformance Enhancement: Proactively improving overall company performance through strategic assessments and initiatives.Budgetary Expertise: Analyzing and implementing budgetary decisions for the US client service team, optimizing resource allocation.Operational Excellence: Managing day-to-day operations, fostering a culture of continuous improvement.Long-Range Planning: Conducting comprehensive long-range planning, identifying profitable growth opportunities.

Bookkeeping Oversight: Effectively overseeing daily operations of international bookkeeping teams, ensuring top-tier quality for a diverse group of clients delivering a comprehensive suite of accounting services, including financial preparation, strategic analysis, budgeting, and forecasting.Client-Centric Collaboration: Working closely with clients, senior management, boards of directors, and CPAs, providing accurate and relevant data to empower informed decision-making.

Anchor Management Group is a management company handling the finances and human resource matters for 9 Planet Fitness franchises with over 100 employees in North Carolina, South Carolina and Georgia with additional locations in development.Financial Management and Analysis: Oversaw full-charge bookkeeping and financial analysis for 11 companies, managing reconciliation of high-volume checking and escrow accounts, journal entries, and month-end/year-end closing processes.Comprehensive Financial Reporting: Reviewed financials and generated various consolidated reports for management, investors, and lenders, offering insightful analysis on monthly, quarterly, and annual financial results.Cash Flow Management and Forecasting: Produced cash flow forecast projections to ensure adequate funds for payables.Future Business Ventures Assessments: Conducted precise financial evaluations for upcoming ventures.Accounts Payable: Devised and implemented efficient methods to process high-volume accounts payable.Compliance and Tax Administration: Managed sales and use tax, tanning tax, and annual business filings across four states, ensuring compliance with regulatory requirements and tax obligations.Asset Management: Calculated and maintained fixed asset depreciation schedules and updated loan amortization amounts.External Audit Support: Supported external auditing firm with established internal controls and comprehensive reports.Leadership and Team Guidance: Provided leadership, direction, and guidance to the Administrative Assistant, fostering a collaborative and efficient work environment.

Van Otis Chocolates is a distinguished chocolate manufacturer and retailer headquartered in Manchester, NH employing 15 administrative, production and retail staff members. In addition to the core business, they oversee a real estate portfolio.Financial Management and Bookkeeping: Managed Van Otis Chocolates and Van Otis Realty, overseeing full charge bookkeeping, including deposits, payables, receivables, journal entries, and month-end/year-end closing processes.Financial Statement Generation and Analysis: Generated monthly financial statements, reconciled balance sheets, and conducted variance analysis on profit and loss statements, presenting final drafts to the Owner.Budgeting and Cash Management: Prepared annual budgets, analyzed and explained variances, produced yearly cash forecasts, and monitored cash levels to maintain business continuity.Expense Control and Cost Analysis: Controlled and analyzed expenses, providing suggestions to reduce costs through staff planning and purchasing decisions.Cost Accounting and Pricing Strategy: Conducted cost accounting product analysis, recommended pricing, and outlined future directions accordingly.Payroll Processing and Reporting: Processed payroll and associated taxes on a weekly, quarterly, and yearly basis, tracking and reporting sales, hours, and key performance indicators.Financial Reconciliation and Retail Operations: Reconciled bank accounts, daily cash out reports, and posted revenues from the POS system, managing inventory, fixed assets, and cash on hand for retail operations.Human Resource Administration and Policy Development: Administered human resource matters including talent acquisition, talent separation, policy creation, personnel record upkeep, and conducted regular management and staff meetings.IT Support and Vendor Collaboration: Provided internal management and support for the company's business systems, and collaborated with external consultants to address complex software issues.

Wiggin & Nourie was a privately held law firm generating $8.6 million in annual revenue made up of 10 partners and 40 professionals. The shareholders voted to dissolve this corporation in January 2012.Ledger and Month-End Management: Oversaw ledger postings and executed month-end closures, handling journal entries and balance sheet reconciliations.Trial Balance and Financial Analysis: Conducted trial balance reconciliations, account analyses, and variance assessments to resolve discrepancies.Bank Reconciliation and Check Register Maintenance: Reconciled monthly bank statements and maintained the daily check register for accurate financial tracking.Year-End Audit Coordination: Coordinated year-end audits, serving as a liaison with external CPA firms for a transparent audit process.Budgeted Cash Outflows Planning: Developed schedules for budgeted cash outflows on a monthly, quarterly, and annual basis.Financial Reporting and Presentation: Presented financial information and reports to the Director of Finance and/or Board of Directors.Accounts Payable Processing: Processed accounts payable, ensuring compliance with rules and regulations.Client Trust Account Management: Managed client trust accounts, releasing funds in accordance with regulations.Vendor Information Maintenance and IRS Compliance: Maintained vendor W-9 information, produced 1099s, and ensured IRS compliance.Cash Receipts and Invoicing: Handled daily cash receipts, posting to firm and trust accounts as needed, and managed invoicing.

RiverStone Claims Management is a premier provider of insurance claims solutions, specializing in claims administration and risk management services. They help insurance carriers and organizations efficiently handle and resolve claims.Financial Reporting Expertise: Generated timely and accurate financial, inventory, and operational reports using advanced Excel functions.Operational Oversight: Compiled and distributed monthly operation reports to management, offering valuable insights into key metrics.Expense Monitoring: Monitored and reported financial expenses, contributing to a comprehensive financial overview for the finance department.Budgeting Specialist: Led the preparation of the annual budget for the litigation department, aligning budgets with organizational objectives.Business Analysis & Compliance Coordinator: Drove compliance initiatives and facilitated seamless business analysis, ensuring organizational success.

JGI Eastern, Inc. (Now Terracon) is a consulting engineering firm specializing in environmental, facilities, geotechnical, and materials services.Accounting Specialist: Managed diverse accounting functions, reducing past-due accounts through effective data entry, accounts payable, invoicing, and collections.Executive Support: Offered extensive administrative support to the CEO, preparing financial reports and presentations for Total Quality Management meetings.