Jody Taylor Email & Phone Number

Oakland, CA

San Leandro, CA

San Francisco Bay Area

• Influential business advisor to leadership team providing vital financial modeling and analysis into business effectiveness promoting operational efficiencies and revenue impacting solutions. Partnered extensively with.
• Created 1st time FP&A department. Recruited, hired, mentored and developed team of highly regarded financial analysts.
• Utilized exceptional understanding of strategic value of business metrics and analytics and how utilization would drive better decisions and improve business performance.

San Francisco Bay Area

Oversaw consolidated financial reporting, business operations, budgeting, forecasting, compensation planning, financial analysis and operating cash flows for the California Region, $200M in annual revenues.o Improved bottom line results 10% by instituting focused review and execution of expense controls.

San Francisco Bay Area

• Managed a team of 5 finance professionals in all accounting and operations functions including month end close duties, audit, A/P, A/R, financial statement preparation, credit and collections. Point person in systems.
• Voted employee of the month in the first quarter hired for putting together a creative credit card processing plan saving the company $200K a year.

• Managed the monthly close process which included significant board and executive interaction regarding the financial reporting package and related analytics/documentation.
• Implemented and maintained monthly financial reporting, graphing, quarterly research and analysis of market/economic conditions, emerging new technology relevant to the market, ratio analysis, cost/benefit analysis and.
• Designed monthly forecast & annual budget processes for a startup environment ranked 7th in Business Times 100 fastest growing private companies in the Bay Area. Accurately projected revenue growth >50%.
• Point person in the setup of international business operations which included intercompany consolidations, establishing business relationships, opening bank accounts, tax reporting and foreign currency invoicing.

Brisbane, Australia

• Prepared and reconciled financial statements for a >$100M revenue corporation covering 5 entities.
• Increased revenue stream strategies and implemented stringent cost controls and budgets within training facility, which had significant cash flow concerns. Improved bottom line by 17.5% in four months.
• Automated manual functions within the department that focused on reducing unnecessary headcount resulting in annual savings of 10%. Created efficiencies, internal controls and quality within the company.
• Acted as primary internal auditor during the annual audit process. Received first time merit of “no comments” for internal control improvements during the closing audit meeting with the board members and outside.

Sunnyvale, CA

• In-charge of month-end close, financial statements, payroll, invoicing and collections. Supervised and trained accounting personnel in accounts payable, accounts receivable, and general ledger duties. Spearheaded all.
• Reduced collection of cash receipts by 10 days by implementing daily invoicing vs. weekly invoicing.
• Reduced cycle time of closing month end books by more than 12 days by creating standardized processes.

Education record

Bachelor'S Degree