Joan Rodgers Email and Phone Number
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Business professional with a unique blend of accounting and auditing functional expertise coupled with operations management. Experience includes over 20 years of diverse accounting and financial experience with both private and public companies encompassing professional experience in auditing, financial reporting and SEC compliance in addition to experience in areas of investor relations, debt financing and management, equity awards, equity offerings, acquisitions, banking and other financial relationships, corporate governance and operational management. Core Competencies:• Financial Reporting, Forecasting & Analysis• Investor & Bank Relationship Management• IPO• M&A Integration• GAAP/SEC Reporting & Regulatory Compliance• Accounting Policies & Procedures Development • Senior Level Operations Management• Internal Audit • Risk Assessment & Management• Team Leadership, Mentoring & CoachingNotable Accomplishments:Led successful completion of initial public offering. Coordinated all processes necessary for completion of IPO such as selecting and coordinating stock transfer agent, processing documents for listing, coordinating D&O insurance, development and management of IR site and all other aspects revolving around an initial public offering. Re-structured and developed a public company accounting department and established financial reporting function and internal control function as well as implement a more robust ERP software package. Established the Chief Audit Executive function. Increased the department’s responsibility to include determining areas for process improvements, cost savings and revenue enhancement. Redesigned the department’s risk assessment and audit reporting processes in order to provide more relevant and useful audit reports and to engage department heads and executive management in the audit process. Please contact me at (813) 610-8713 with any accounting or finance executive opportunities.
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Faculty Instructor - AccountingWestern Governors UniversityDunnellon, Fl, Us -
Faculty Instructor - AccountingWestern Governors University May 2019 - PresentSalt Lake City, Ut -
Independent ConsultantJrc Aug 2015 - PresentTennesseeConsulting practice specializing in project management for IPOs and follow on offerings, finance and accounting operations, SEC reporting and internal audit. Noteable long-term projects include:Fitzgerald USA: Managed accounting function for parent company's Country Farm and Home Centers' retail operation, developed Epicor Compass reports and transitioned new accounting manager into role.Coached existing accounting staff for design build construction firm on process and reporting improvements; interviewed candidates for controller role and assisted with selection of candidate, transitioned new controller into role.
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Finance Director Of Project ManagementFitzgerald Usa Sep 2017 - Sep 2018TennesseeProject lead for concurrent companywide (total revenue of $450 milliom) implementations: a major Oracle Cloud ERP and SCM implementation, a separate inventory management/scanning tool implementation and a HCM platform implementation.
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Chief Accounting OfficerSequel Youth And Family Services Oct 2016 - Jun 2017Jamestown TnHired as Chief Accounting Officer by client company for a contractual term to coordinate transition of financial reporting function from private company to GAAP/SEC compliant reporting and processes. -
Chief Accounting OfficerHealth Insurance Innovations Inc (Hiiq) Nov 2012 - Apr 2015Tampa, FloridaHealth Insurance Innovations, Inc. (HII) - (NASDAQ: HIIQ), is a leading developer and administrator of web-based individual health insurance plans and ancillary products. Reported revenue of $88.8M in 2014. Completed an initial public offering in February 2013.
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Director Of Internal AuditQuality Distribution, Inc Mar 2011 - Nov 2012Tampa/St. Petersburg, Florida AreaQuality Distribution (NASDAQ: QLTY) operates the largest chemical bulk tank truck network in North America and is the largest North American provider of intermodal tank container and depot services. Reported revenue of $746M in 2011 with over 850 employees and over 2700 independent drivers. As Director of Internal Audit, established the Chief Audit Executive function and further developed the department’s responsibility beyond financial and operational compliance monitoring by broadening its focus to encompass risk management, core business drivers and opportunities to add value. Increased the department’s responsibility to include determining areas for process improvements, cost savings and revenue enhancement. Led company-wide initiative to review and improve all corporate processes. Redesigned the department’s risk assessment and audit reporting processes in order to provide more relevant and useful audit reports and to engage department heads and executive management in the audit process. Developed, trained and mentored audit staff so that they were empowered to perform the new directives of the department. Established processes and procedures for company expansions, both organic and acquisitions.
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Director Of Investor RelationsQuality Distribution, Inc. Apr 2008 - Mar 2011As Director Investor Relations, established a formal investor relations function and drove efforts to achieve fair valuation of company securities and expanded analyst coverage. Established one-on-one relationships with our analysts and doubled our analyst coverage. Managed relationships with NASDAQ representatives, SEC Counsel and proxy service providers. Developed content for investor and bank meetings, one-on-one briefings, presentations and earnings conferences. Compiled and coordinated data included in investor relations section of company website and annual reports.
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Director Of Financial Reporting And Investor RelationsQuality Distribution, Inc. Nov 2007 - Oct 2010As Director of Financial Reporting & Assistant Corporate Secretary, along with many of the responsibilities included in the investor relations role, oversaw all internal control and audit activities. Monitored alignment with GAAP accounting standards and SOX regulatory requirements. Managed accounting and finance professionals in delivery of all SEC filings and financial reporting which included: 10-K, 10-Q and Earnings Releases (Form 8-K). Ensured the proper application of GAAP to all company transactions (acquisitions, accounting changes, restructurings, stock-based compensation, debt refinancing (modifications and extinguishments) and financial reports. Regarded as direct contact for outside SEC counsel. Coordinated as well as moderated Quarterly Disclosure Committee Meetings comprised of the company's senior level executives and financial reporting staff. As Assistant Corporate Secretary, coordinated all aspects of Proxy preparation, filing and mailing and organized the annual meeting.
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Accounting ManagerSyniverse Technologies, Inc. May 2005 - Nov 2007Financial Reporting
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AdjunctUniversity Of South Florida Jun 1998 - May 2005Instructed courses in Principles of Financial Accounting, Managerial Accounting and Federal Individual Income Tax as part of the required curriculum for the College of Business Administration and School of Accountancy.
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V.P.Communications Equity Associates, Llc Jun 1998 - Apr 2005 -
AssociatePricewaterhousecoopers Llp 1996 - 1998
Joan Rodgers Skills
Joan Rodgers Education Details
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University Of South Florida, Tampa, FlAccounting
Frequently Asked Questions about Joan Rodgers
What company does Joan Rodgers work for?
Joan Rodgers works for Western Governors University
What is Joan Rodgers's role at the current company?
Joan Rodgers's current role is Faculty Instructor - Accounting.
What is Joan Rodgers's email address?
Joan Rodgers's email address is jo****@****gci.net
What is Joan Rodgers's direct phone number?
Joan Rodgers's direct phone number is +181361*****
What schools did Joan Rodgers attend?
Joan Rodgers attended University Of South Florida, Tampa, Fl, Berkeley Preparatory School.
What skills is Joan Rodgers known for?
Joan Rodgers has skills like Internal Audit, Cpa, Internal Controls, Auditing, Finance, Us Gaap, Sarbanes Oxley Act, Gaap, General Ledger, Risk Management, Management Accounting, Due Diligence.
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