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Results-driven finance executive with 15+ years’ experience driving financial strategy, overseeing operations and leading high-performing teams. Strong strategic thinker with expertise in financial analysis, forecasting, system implementation and risk management.
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Vice President FinanceSrfc Bio, Inc. Jul 2016 - PresentPlano, Texas, UsSRFC 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 -
Director Of FinanceEwing Engineered Solutions Aug 2014 - Feb 2016Directed 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.
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Sr. Manager, FinanceRyan Jul 2013 - Aug 2014Dallas, Texas, UsManaged 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. -
ControllerWylie Childrens Dentistry Nov 2010 - Jul 2013Managed 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
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Cfo/ControllerPremier Auto Glass 2008 - 2011Mckinney, Tx, UsDirected 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. -
Controller - Us RegionSupply Chain Consulting Jan 2008 - Dec 2008AuManaged 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. -
Sr Financial AnalystNabors Industries Dec 2006 - Jun 2007Houston, Texas, UsPrepared monthly financial forecasts and statements in alignment with US GAAP and SOX compliance. Presented financials and insights to executive management. -
Senior AccountantTexas Genco Oct 2005 - Nov 2006UsGuided balance sheet, profit & loss analysis and reconciliations. Conducted research for internal and external audits with SOX compliance. Implemented JDEdwards. -
Accounting ManagerLentz Aviation Dec 2000 - Sep 2005Designed 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.
Jodi T. Skills
Jodi T. Education Details
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Cornell UniversityExecutive Financial Management -
Hartford UniversityBachelor Of Science In Accounting -
Midwestern State UniversityGeneral -
Lone Star College-TomballReal Estate License
Frequently Asked Questions about Jodi T.
What company does Jodi T. work for?
Jodi T. works for Srfc Bio, Inc.
What is Jodi T.'s role at the current company?
Jodi T.'s current role is Vice President Finance.
What is Jodi T.'s email address?
Jodi T.'s email address is jo****@****ive.com
What is Jodi T.'s direct phone number?
Jodi T.'s direct phone number is +197278*****
What schools did Jodi T. attend?
Jodi T. attended Cornell University, Hartford University, Midwestern State University, Lone Star College-Tomball.
What are some of Jodi T.'s interests?
Jodi T. has interest in Children, Environment, Science And Technology, Animal Welfare, Arts And Culture, Health.
What skills is Jodi T. known for?
Jodi T. has skills like Accounting, Financial Analysis, Management, Corporate Finance, Financial Accounting, Financial Modeling, Forecasting, Finance, Strategic Planning, Microsoft Excel, Executive Management, Auditing.
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