Jessica Smith, Cpa Email & Phone Number

South Lake Tahoe, CA, US

Brentwood, Tennessee, US

Interim buyer-side Corporate Development M&A consultation including diligence support, deal synopsis, valuation, financial modeling, and accounting specific and general operational integration insights.

Offering contract, fractional, project based, and interim role services in Finance, M&A, M&A Integration, Accounting, Purchase Price Accounting, Business Performance Improvement, System Implementations, Process Optimization (P2P, O2C), Technical Accounting, SOX Compliance, and other Strategic Initiatives.At Bristlecone Accounting & Advisory Solutions.

Jackson, Wyoming, US

While not core to my Accounting and Finance background, as a Stio Home Team brand ambassador, I am dedicated to the shared mindset of nature, access, and balance, and sharing the stories of mountain life and the communities I love and support through vivid imagery and storytelling.Stio was founded to inspire connection with the outdoors through beautiful.

Portland, OR, US

• Lead, motivate, and inspire 20+ high performing team members across Corporate Accounting, Continuous Improvement, and Acquisition and Integrations teams.
• Organizational restructuring and resource management to consolidate M&A accounting under corporate accounting.
• Manage and drive an efficient monthly, quarterly, and annual close process for the preparation of timely consolidated Financial Statements compiled in accordance with US GAAP.
• Road mapping and execution of cross-functional continuous improvement and integration projects.
• Manage foreign and ancillary entities to ensure appropriate accounting records and compliance with laws and regulations.
• Develop and drive compliance to financial policies, procedures, and SOX controls.

Portland, OR, US

• Developed and implemented the department organizational structure to support sustained acquisition activities over the long term through a combination of permanent FTEs and flex contractor staffing.
• Partnered with business development, legal, and operations teams in contract review and seller negotiations throughout the acquisition process.
• High touch relationships with sellers under a Transition Service Agreement ensuring accurate financial reporting and appropriate monetary settlement across transition periods.
• Developed the accounting acquisition playbook designed as a blueprint to optimize and standardize accounting integrations and TSA periods, increasing accuracy and timeliness in financial reporting and efficiency of.
• Defined accounting methodology applied across acquisitions at various levels of materiality in line with ASC 805 Business Combinations, ASC 820 Fair Value Measurements, and other applicable guidance.
• Oversaw and developed the M&A finance function including accounting due diligence, TSA month end close, valuation, purchase accounting, advance deposit reconciliation, employee onboarding, and operations accounting.

Portland, OR, US

Initially contracted interim role through Protiviti/Robert Half evolved into a full-time role (see above), which was responsible for ground up development of in-house turn key M&A function to support high volume acquisition activities (i.e. 60 acquisitions over the course of 2 years). This included a lean staffing model with the ability to flex to varying.

Bakersfield, CA, US

• Preparation and delivery of Bolthouse Farms (BHF) carve-out black line presentation financial statements in first fiscal year post transaction; including push-down accounting, financial statement preparation, and audit.
• Delivered BHF FY’20 year-end audit one month in advance of deadline; a 75% timeline reduction from the prior year.
• Crafted vision, hired key leadership, and executed upon an innovative BI & Reporting function new to BHF.
• Executive sponsorship and oversight of Essbase/SmartView/OAC implementation; delivering enterprise wide Best in Class financial reporting and analytics and 100+ hours in monthly reporting efficiencies.
• Hand-picked, developed, and stabilized Financial Accounting team previously staffed by outsourced consulting teams.
• Servant leader to organization of 30+ high performing individuals including Financial Accounting, Tax, BI & Reporting, Master Data, AP, AR, Claims & Collections, and Fixed Assets.

Delano, CA, US

• Oversaw Controllership Accounting functions including Financial Accounting, Treasury, Tax, Cooperative & Pool Accounting, AP, AR, and Claims & Collections.
• Led and inspired organization of 50+ individuals based in California, Texas, Mexico, and Florida.
• Catalyst for cross-functional continuous improvement and process optimization.
• Integral Finance partner to publish meaningful and actionable organizational results and insights to drive cost savings and performance.
• Partner with The Wonderful Company corporate team to consolidate financial results and share learnings and synergies across the business.
• Developed and monitored KPIs through intelligent dashboards and BI reporting.

Sacramento, CA, US

• Acted as an integral Finance partner to Global Supply Chain business unit; driving actionable financial forecasts, providing business insights, facilitating smart investments, and developing innovative solutions that.
• Oversaw $60MM budget, including forecasting, tracking intra-year performance, and providing business intelligence to drive cost optimization.
• Managed deliverables and timelines for the Blue Diamond FP&A planning cycles and managed corporate consolidation.Selected Accomplishments: Supply Chain network optimization and redesign
• Development of new FP&A function within Blue Diamond and integration into the Supply Chain function
• Established first bottom’s-up AOP for Supply Chain
• Design and implementation of Supply Chain BI reporting and KPIs

Sacramento, CA, US

• Monitored, evaluated, and innovated to increase the effectiveness of the Finance functions to leverage SAP ERP.
• Oversaw Financial Accounting and Accounts Payable to ensure accurate accounting records and management reporting, risk management and balance sheet oversight, and appropriate internal controls.
• Assisted with updates and monitoring adherence to corporate policies.
• Proactively engaged operations management to facilitate open dialog and provide Finance support for initiatives in alignment with company strategic plans, with an emphasized focus on supply chain and logistics.
• Managed foreign and ancillary entities to ensure appropriate accounting records and compliance with laws and regulations.
• Prepared and reviewed Financial Statements in accordance with U.S. GAAP and other applicable regulations.Selected Accomplishments: Design & implementation of systematic freight recognition and settlement

Sacramento, CA, US

• Oversaw and facilitated Accounting Operations to ensure seamless member service, accurate Accounting records, comprehensive general ledger structure, and appropriate internal controls.
• Facilitated and reviewed compilation of internal and external reporting for the purpose of reporting historical and current financial performance on a standalone basis or in tandem to the Credit Union’s peers.
• Assisted in the preparation and review of Financial Statements in accordance with U.S. GAAP and other applicable regulations.
• Continuously evaluated efficiency of departmental policies, processes, and procedures; assisted in policy updates, developed and implemented new processes, and ensured procedures were accurate and in compliance with.
• Implementation of Concur Expense platform

New York, NY, US

Development and execution of audit approach based upon Financial Statement data and understanding of entity operations and industry. Execution of concise and accurate documentation of company processes, audit approach, and findings. Representative Client Listings:Automatic Bar Controls, Blue Diamond Growers, Bolthouse Farms, Foster Dairy Farms, Moark.

New York, NY, US

Nashville, TN, US

• Recruited, trained, managed, and supervised 40+ employees across 10‐15 college campuses throughout the United States to establish effective grassroots marketing campaigns and grow the user base of the Uloop online.
• Built team of 40+ marketing reps across the US from the ground up.

B.A., Economics - Accounting

Business - Finance