Jodi T. Email & Phone Number

Plano, Texas, Us

SRFC Bio Inc is formerly known as Allied BioScience. SRFC Bio is an innovator of long-lasting antimicrobial technology with the goal of preventing infections before they occur by reducing microbes in the environment. Our next generation infection control is a science-backed prevention technology to fight infection transmission.Lead the finance team and operations to develop and execute financial strategies to drive business growth and profitability. Oversee all aspects of financial planning, budgeting, and forecasting. Ensure timely reporting of all monthly financial reporting and collaborate with executive leadership to align financial goals and objectives. Oversee treasury and private equity management including cap table reporting and shareholder relations. Drive annual audit, tax, and company valuations.● Implemented cost-saving initiatives resulting in saving the company $7M+ operating expenses.● Implemented financial models to support strategic decision-making and resource allocation.● Led multiple software implementations to automate manual tasks and improve accuracy including QuickBooks to NetSuite ERP, Carta Equity Management platform, and Exponent HRIS system.● Strengthened policies and internal controls to protect and mitigate against risks and vulnerabilities. ● Led initiatives to optimize working capital management and forecasting.● Presented financial performance and strategic initiatives to the board of directors and executive leadership.● Promoted from Controller to Vice President Finance; Served as interim Chief Financial Officer

Directed financial planning and analysis including budgeting, forecasting and reporting. Managed all aspects of accounting, financial reporting, month end close, accounts payable, accounts receivable, payroll and HR. Headed team of senior and staff accountants. Partnered with key leaders and department heads. Managed external audits. ● Streamlined A/R procedures, reducing collections and increasing faster payment rates by 100%. ● Created customized reports utilizing ODBC query data applications, to automate and streamline financial analysis.● Provided leadership and guidance to staff, promoting internal skills, accountability and continuous improvement initiatives. ● Served as a trusted advisor to senior leadership, providing strategic guidance and financial expertise.● Collaborated with cross-functional teams to align financial goals with business objectives.

Dallas, Texas, Us

Managed multiple U.S. and foreign accounts for an award-winning global tax services firm. Oversaw accounting processes and reporting including balance sheet account reconciliation and month end close. Administered monthly payroll and 401k reporting. Managed compliance with relevant tax authorities. Supported year end audit programs for U.S. and international entities. ● Mentored and trained staff to produce efficient and accurate A/P processing. ● Reviewed internal controls and identified areas of improvement; made recommendations to leadership to optimize performance and mitigate risk.● Identified inefficiencies and presented resolutions to executive leaders to reconcile differences of 1M+● Prepared monthly financial statements and variance analysis, identifying trends and areas for improvement.

Managed all accounting operations including A/R, A/P, billing, and cash flow. Steered month-end close processes. Led the budgeting and forecasting processes to determine short and long-term financial goals while monitoring expenditures. Developed and oversaw accounting policies, procedures, and internal controls. ● Spearheaded implementation of inventory and asset management system resulting in reductions of inventory loss. ● Implemented revenue reporting process providing insights to executive leaders in the decision-making processes. ● Transformed organizational structure to effectively manage 30+ staff across three locations. ● Negotiated vendor contracts resulting in company-wide cost savings

Mckinney, Tx, Us

Directed financial operations and developed processes and procedures. Managed accounting and HR staff. Executed financial analysis and reporting to monitor and improve business growth and profitability.

Au

Managed accounting department and operations. Executed financial analysis and reporting, provided insights to Australian board of directors. Ensured revenue recognition was executed in compliance with GAAP.

Houston, Texas, Us

Prepared monthly financial forecasts and statements in alignment with US GAAP and SOX compliance. Presented financials and insights to executive management.

Us

Guided balance sheet, profit & loss analysis and reconciliations. Conducted research for internal and external audits with SOX compliance. Implemented JDEdwards.

Designed and implemented accounting policies and procedures. Managed A/P, A/R and HR. Prepared budget and forecast analysis and reporting. Guided month-end close with financial statement preparation.

Executive Financial Management

Bachelor Of Science In Accounting

Business Administration And Management, General

Real Estate License