Jill O'Neal

Jill O'Neal Email and Phone Number

CFO @ Monogram Capital Partners | VCBC @ Monogram Capital Partners
Jill O'Neal's Location
Simi Valley, California, United States, United States
Jill O'Neal's Contact Details

Jill O'Neal work email

Jill O'Neal personal email

About Jill O'Neal

[Disclaimer: Jill is a not an employee or an affiliate of Monogram, but an employee of a third-party providing full-time CFO services to Monogram.]As a resourceful and driven professional, I have extensive experience in managing fiscal activities, including finance, tax, accounting, and budgeting across venture capital and investment advisory firms.Being skillful at achieving corporate objectives, I have navigated complex regulatory environments while effectively mitigating risks. I hold a proven track record of revitalizing capital structure through innovative funds management, equity analysis, and process improvement strategies.My expertise lies in transforming business requirements into scalable technology solutions. As an influential leader, I have demonstrated servant leadership by overseeing the training and development of cross-functional teams.A few of my career highlights include: • Led the fund accounting function for a global venture capital firm managing $2.4B across 40+ funds, 4 SPVs, and various AngelList funds in multiple regions, such as the US, MENA, LATAM, and Southeast Asia, with more than 2,800+ investments in startups worldwide.• Prepared and executed a virtual team offsite with less than two weeks’ notice, including developing a slide deck, selecting an engaging interactive activity (working genius assessment), and facilitating a 3-hour Zoom meeting at 500 Global.• Managed quarterly collection of KPIs and financials for 70+ portfolio companies while governing fund financial and accounting operations, such as budgeting, forecasting, cash flow management, GL processes, tax, and audit.• Mitigated risk as Controller to maintain a management company overseeing 3 funds, 2 parallel funds, and 11 SPVs, totaling $400M AUM.“Jill was lauded for her expertise, her responsiveness, and her unfailing organization, accuracy, and thoroughness. She is someone who is always on the front foot, proactively looking ahead, consistently managing deadlines, and communicating with transparency when potential issues are spotted.” - Angela S., Former COO, Alpha Edison

Jill O'Neal's Current Company Details
Monogram Capital Partners

Monogram Capital Partners

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CFO @ Monogram Capital Partners | VCBC
Jill O'Neal Work Experience Details
  • Monogram Capital Partners
    Chief Financial Officer
    Monogram Capital Partners Jul 2024 - Present
    Beverly Hills, Ca, Us
    Jill is a not an employee or an affiliate of Monogram, but an employee of a third-party providing full-time CFO services to Monogram.
  • Iq-Eq
    Managing Director
    Iq-Eq Jul 2024 - Present
    Luxembourg, Lu
  • 500 Global
    Lead Fund Controller
    500 Global 2021 - 2024
    San Francisco, California, Us
    Optimize operational efficiency and resource utilization while supervising a team of four controllers, a manager, and four fund accountants. Achieve seamless investor communication and compliance through accurate review of capital calls, cash/stock distributions, quarterly financial statements, and K-1s. Handle transaction bookkeeping and financial statement formulation as well as facilitate auditor interactions while adhering to regulatory standards. Uphold rigorous protocols in maintaining detailed quarterly records, completing them within a 45-day timeframe.Highlights:• Led the fund accounting function for a global venture capital firm managing $2.4B across 40+ funds, 4 SPVs, and various AngelList funds in multiple regions, such as the US, MENA, LATAM, and Southeast Asia, with more than 2,800+ investments in startups worldwide.• Improved fund accounting and operations of six venture capital funds across three regions (US, MENA, Japan) with an aggregate of 500+ active portfolio companies.• Established a Trello board for team coordination, transforming communication and project performance.• Drove automation of quarterly valuation process, reducing redundancy in data entry across 40+ funds.
  • Alpha Edison
    Controller
    Alpha Edison 2016 - 2021
    Los Angeles, California, Us
    Streamlined business operations involving capital calls, reporting, subscriptions, and GP carry grants. Steered onboarding procedures, drafted offer letters, processed H-1B petitions, and supervised payroll and benefits administration for 20 employees. Employed cloud-based document repository system, orchestrated setup of chart of accounts, designed payroll processes, and introduced the company's inaugural benefits package, encompassing healthcare and 401k options.Highlights:• Increased transparency and reduced costs by 40% while transitioning to the new fund administrator.• Mitigated risk to maintain a management company overseeing 3 funds, 2 parallel funds, and 11 SPVs, totaling $400M AUM.• Managed quarterly collection of KPIs and financials for 70+ portfolio companies while governing fund financial and accounting operations, such as budgeting, forecasting, cash flow management, GL processes, tax, and audit. ✅ Warranted accurate ASC 820 valuations and timely completion of the annual tax and audit process.
  • Rustic Canyon Partners
    Finance | Accounting | Operations
    Rustic Canyon Partners 2008 - 2021
    Conceived and launched a boutique accounting services firm offering general accounting services and back office support for VC management companies and their general partners.
  • Blackline Systems
    Implementation Consultant/Implementation Team Partner
    Blackline Systems 2011 - 2013
    Woodland Hills, Ca, Us
    Evaluated clients' processes, optimizing performance and workflow to meet best practice standards. Conducted post-implementation reviews to gather feedback and determine areas for improvement.Highlights:• Spearheaded employment of SaaS accounting add-on solutions and offered personalized services to clients of Ernst & Young and PricewaterhouseCoopers.• Piloted 24 innovative projects for various Fortune 500 clients, such as Roche Pharmaceuticals, Teva Pharmaceuticals, and Mars Chocolate.• Produced the first user guide and effective training materials, enhancing user experience and comprehension.
  • Sirius Advisors Llc
    Operations Manager
    Sirius Advisors Llc 2006 - 2008
    Administered annual budgets and fixed assets depreciation schedule, monitoring financial statements preparation on a monthly, quarterly, and annual basis. Sustained financial accuracy, reconciling G/L and handling A/P, A/R, and payroll operations. Pioneered the development and employment of the firm's inaugural business continuity strategy.Highlights:• Led investment, accounting, and HR operations for an SEC and California registered investment advisory firm regulating $500M in healthcare equities for the Bill and Melinda Gates Foundation. • Managed trade settlement and recording, paving the way for insightful analysis.• Conducted performance and NAV calculations monthly using live Bloomberg data, facilitating decision-making.• Enhanced understanding of stock market investing and ensured compliance with SEC regulations.

Jill O'Neal Skills

Accounting Finance Management Budgets Due Diligence Business Strategy Payroll Investments Equities Team Building Business Development Direct Sales Team Leadership Team Management Social Networking Social Media Business Process Improvement Cash Flow Start Ups Microsoft Excel Excel Pivot U.s. Generally Accepted Accounting Principles Software As A Service Accounts Payable Financial Reporting

Jill O'Neal Education Details

  • University Of Nebraska-Lincoln
    University Of Nebraska-Lincoln
    Mathematics (Minor: Business)

Frequently Asked Questions about Jill O'Neal

What company does Jill O'Neal work for?

Jill O'Neal works for Monogram Capital Partners

What is Jill O'Neal's role at the current company?

Jill O'Neal's current role is CFO @ Monogram Capital Partners | VCBC.

What is Jill O'Neal's email address?

Jill O'Neal's email address is ji****@****ail.com

What schools did Jill O'Neal attend?

Jill O'Neal attended University Of Nebraska-Lincoln.

What skills is Jill O'Neal known for?

Jill O'Neal has skills like Accounting, Finance, Management, Budgets, Due Diligence, Business Strategy, Payroll, Investments, Equities, Team Building, Business Development, Direct Sales.

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