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Olivia Jensen Email & Phone Number

Financial Controller at K&L Wine Merchants
Location: Cardiff-By-The-Sea, California, United States 6 work roles 2 schools
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✓ Verified July 2026 3 data sources Profile completeness 86%

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Current company
Role
Financial Controller
Location
Cardiff-By-The-Sea, California, United States
Company size

Who is Olivia Jensen? Overview

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Olivia Jensen is listed as Financial Controller at K&L Wine Merchants, a with 129 employees, based in Cardiff-By-The-Sea, California, United States. AeroLeads shows a matched LinkedIn profile for Olivia Jensen.

Olivia Jensen previously worked as Controller at Hpi Architecture and Owner, Controller/Fractional CFO at Delta Accounting Services. Olivia Jensen holds Bachelor Of Science (Bs) from University Of California, Santa Cruz.

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K&L Wine Merchants

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Profile bio

About Olivia Jensen

🎯 FINANCIALLY ASTUTE CONTROLLER WITH 20+ YEARS OF EXPERIENCEWith over two decades of experience, I have consistently driven profitability and growth across diverse industries. My expertise encompasses all aspects of accounting, budgeting, and financial reporting, ensuring compliance with regulatory standards. My strong analytical skills enable me to provide actionable insights to leadership, fostering informed decision-making and strategic planning.📈 EXPERTISE IN ACCOUNTING AND FINANCIAL MANAGEMENT• Accounting & Budgeting: Comprehensive experience in managing accounting functions, including general ledger, accounts payable, accounts receivable, and budgeting processes.• Financial Reporting: Skilled in preparing and analyzing financial statements, ensuring accuracy and compliance with GAAP and other regulatory requirements.• Compliance: Ensuring adherence to financial regulations and standards, maintaining the highest level of integrity and transparency.👥 LEADERSHIP & TEAM BUILDING• High-Performing Teams: Proven ability to lead, mentor, and develop high-performing financial teams, fostering a collaborative and results-driven environment.• Process Optimization: Implementing effective procedures and best practices to enhance operational efficiency and financial performance.• Technology Integration: Leveraging advanced financial software and technology to streamline operations, improve accuracy, and drive productivity.🚀 STRATEGIC INSIGHTS & DECISION SUPPORT• Analytical Skills: Strong analytical capabilities to dissect complex financial data and provide actionable insights for leadership.• Strategic Planning: Partnering with senior management to develop and execute strategic plans, aligning financial goals with organizational objectives.• Performance Improvement: Identifying opportunities for cost savings and process improvements, driving continuous improvement initiatives.Throughout my career, I have demonstrated exceptional leadership and financial management capabilities, contributing to the success and growth of the organizations I've worked with. My dedication to financial excellence and strategic vision makes me a valuable asset to any team or organization. Let's connect and explore how my expertise can support your organization's financial goals and strategic vision.

Current workplace

Olivia Jensen's current company

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K&L Wine Merchants
K&L Wine Merchants
Financial Controller
Encinitas, CA, US
Website
Employees
129
AeroLeads page
6 roles · 20 years

Olivia Jensen work experience

A career timeline built from the work history available for this profile.

Controller

San Diego, Newport Beach

As a senior-level executive, I am responsible for overseeing the accounting and financial operations of our architectural firm. My primary duties include ensuring accurate and timely financial reporting, which involves the preparation of monthly, quarterly, and annual financial statements. Additionally, I conduct financial analysis to support strategic decision-making, identify cost-saving opportunities, and improve our financial performance. I also implement internal controls to safeguard the company's assets and ensure the integrity of our financial records.Select Achievements:• Stepped into an underperforming team and successfully replaced, hired, and onboarded a completely new team, resulting in a significant increase in productivity and performance.• Sourced and secured three separate funding rounds to cover payroll expenses, safeguarding the company's workforce and maintained employee morale, contributing to overall business continuity and success.• Effectively and efficiently developed and implemented a new invoicing process that successfully coded 1,000 previously uncoded AP invoices, achieving 100% accuracy within 60 days.• Successfully collected $2.5 million in revenue from multiple clients previously believed to have paid their invoices, recovering 15% of the company's annual income and ensuring financial accuracy.• Conducted comprehensive historical research on all client projects to identify and correct invoicing errors, uncovering $2 million in unbilled revenue and ensuring accurate future billing.• Performed an in-depth analysis of HPI’s labor efficiency, revealing a 50% inefficiency and identifying monthly losses of $300k to $400k due to unnecessary labor costs, leading to strategic recommendations for improvement.

Owner, Controller/Fractional Cfo

Delta Accounting Services

I founded a boutique accounting services firm, delivering tailored financial solutions, comprehensive accounting support, and strategic advisory services to meet the unique needs of each client. Starting from scratch, I successfully grew our client list to include 10 large corporate clients. My focus has been on providing customized financial strategies, ensuring regulatory compliance, and optimizing financial performance, which has significantly contributed to the firm's rapid growth and solid reputation in the industry.Select Achievements:• Spearheaded and led a restaurant group through the challenges of COVID-19 for two years, securing 100% of available COVID funding and employee retention credits, totaling over $3.4 million.• Guided a meditative experience company in shifting its business model from solely direct contact to a hybrid of direct contact and online services, successfully sourcing and securing $20 million in funds through R&D investments.• Revamped the financial reporting system for a restaurant group comprising five establishments, and transformed two of the five restaurants from operating at a loss to achieving multimillion-dollar profitability.

2017 - 2022 ~5 yrs

Financial Analyst

I was recruited by UC Berkeley School of Public Health to aid in their post-2008 recession recovery effort. Selected as one of three key individuals from outside the institution, I was tasked with driving strategic initiatives and achieving recovery objectives, demonstrating my exceptional ability to navigate and overcome economic challenges. Proficiently managing the General Ledger, I led to improved financial oversight and accountability. Additionally, I orchestrated and led comprehensive annual auditing and financial processes, ensuring the institution's financial stability and compliance.Select Achievements:• Performed a thorough and comprehensive review of grant funding, reallocated underutilized grants by 35%, and adjusted stringent grant parameters to enhance their usability.• Conducted a thorough analysis of existing compensation structures for adjunct professors, ensuring compliance with tenure rules, and developed a more efficient payroll system as a result.• Revamped a medical training program in partnership with UCSF and UC Berkeley School of Public Health, achieving increased profitability while reducing costs for students, ensuring sustainability and accessibility.• Improved financial accuracy and efficiency by overseeing payroll, purchasing, financial reporting, budgeting, and non-contract and grant funds administration, resulting in streamlined operations and cost savings.

2015 - 2017 ~2 yrs

Controller

Sf Bay Financial

San Francisco Bay Area

I was onboarded to deliver comprehensive accounting and financial services tailored to start-ups, for-profit, and non-profit organizations of various sizes. By collaborating closely with clients to understand their specific financial challenges and goals, I ensured tailored solutions that drove financial stability and growth. Through this personalized approach, I enabled organizations to make informed decisions and optimize their financial performance, contributing to their long-term success.Select Achievements:• Enhanced the financial appeal of companies aiming to advance to the next level, potentially preparing for an IPO, by meticulously organizing their financial records and improving their attractiveness to venture capitalists.• Expertly set up and troubleshooted accounting software, ensuring seamless financial management and collaboration with internal teams for optimal operational efficiency.

2014 - 2015 ~1 yr

Controller

Sf Bay Area

I was initially hired as an Accounting Manager and promoted to Controller within 60 days, recognizing my exceptional leadership in financial management. In this role, I managed corporate accounts for prestigious companies such as VMWare, SAP, Cisco Systems North America, Twitter, Lucas Arts, Genentech Inc. North America, and The Presidio Trust, ensuring accurate financial reporting and strategic financial oversight. I effectively managed finances for 25 operating units, each generating over $20 million annually, demonstrating my ability to handle high-stakes financial responsibilities and contribute to the success of major corporations.Select Achievements:• Tasked by the Compass Group to analyze the costs of building a café for the University of Georgia, restructured the financial records to reveal the true cost of $1.5 million, significantly lower than the initially reported $2.9 million. • Spearheaded and led the wedding event operations at the Presidio Golf Course, significantly increasing revenue and enhancing the venue's reputation as a premier wedding destination.• Spearheaded the successful launch of a 5-star restaurant in collaboration with a renowned Michelin Star chef, elevating the Presidio's culinary offerings and attracting high-profile guests.

2007 - 2014 ~7 yrs
2 education records

Olivia Jensen education

Certified Accountants Accreditation Program (Caap), Certified Public Accountant (Cpa) – In Progress

FAQ

Frequently asked questions about Olivia Jensen

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What company does Olivia Jensen work for?

Olivia Jensen works for K&L Wine Merchants.

What is Olivia Jensen's role at K&L Wine Merchants?

Olivia Jensen is listed as Financial Controller at K&L Wine Merchants.

Where is Olivia Jensen based?

Olivia Jensen is based in Cardiff-By-The-Sea, California, United States while working with K&L Wine Merchants.

What companies has Olivia Jensen worked for?

Olivia Jensen has worked for K&L Wine Merchants, Hpi Architecture, Delta Accounting Services, Uc Berkeley School Of Public Health, and Sf Bay Financial.

How can I contact Olivia Jensen?

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What schools did Olivia Jensen attend?

Olivia Jensen holds Bachelor Of Science (Bs) from University Of California, Santa Cruz.

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