Brittney Winchester
Phoenix,AZ
Summary
Seasoned finance leader focused on helping start-up companies accomplish goals, drive growth, and scale. Entrepreneurial-minded professional versed in navigating complex financial and operational challenges.
Overview
10
10
years of professional experience
Work History
Chief Financial Officer/Controller
Unblock Global
03.2023 - Current
- Managed the cap table, equity grants, employee options, and board consents in Carta.
- Conducted detailed analysis of company financial information and oversaw preparation of related reports.
- Analyzed operational issues and implemented corrective action to maximize profits.
- Oversaw budgets, payroll, and accounts payable and receivable.
- Tracked cash flow and financial planning to analyze company's financial strengths and weaknesses and propose strategic directions.
- Implemented cost reduction initiatives and process improvements to optimize efficiency and productivity.
- Developed systems and procedures to improve operational quality and team efficiency.
Chief Financial Officer/Controller
Mobius Materials
12.2022 - Current
- Oversaw budgets, payroll, and accounts payable and receivable.
- Tracked cash flow and financial planning to analyze company's financial strengths and weaknesses and propose strategic directions.
- Managed the cap table, equity grants, employee options, and board consents in Carta.
- Monthly sales tax reporting, filing, and compliance.
- Implemented cost reduction initiatives and process improvements to optimize efficiency and productivity.
- Devised benchmarks to align goals and strategies with underlying financials.
- Researched and analyzed human resources trends and best practices and drove corporate policy changes to optimize business performance.
Chief of Staff
Mylance
10.2020 - Current
- Managed the cap table, equity grants, employee options, and board consents in Carta.
- Managed 409a valuation process to ensure appropriate valuation.
- Oversaw budgets, payroll, and accounts payable and receivable.
- Prepared accurate financial statements at end of month to summarize financial health and business performance.
- Directed budget development, creation of budgetary controls and recordkeeping systems and investment management.
- Analyzed operational issues and implemented corrective action to maximize profits.
- Oversaw deployment of strategic business plans to accomplish accounting, compliance, and revenue targets.
- Supervised staff and participated in hiring, training, and performance evaluations to establish and enforce policies and procedures for business functions.
- Managed business operations while overseeing contractors and consultants to verify on-time completion of key deliverables.
- Encouraged coordination and cooperation among departments and continuous review of interdepartmental processes to support quality control and improvement.
- Developed analytical frameworks, data models, and relevant insights to support prioritization, scoping, and effective decision-making throughout the organization.
- Performed financial and managerial analyses to evaluate data and make recommendations, prepare financial reports and projections and conduct presentations.
- Hired, managed, developed and trained staff, established and monitored goals, conducted performance reviews and administered salaries for staff.
Director of Finance & Controller
Paradigm Technology
01.2018 - Current
- Identified, examined, and met employee and organizational needs by devising effective policies.
- Assessed, compared, and updated management compensations and bonus plans to ensure organizational growth.
- Developed and implemented key state-specific requirements for a multi-state entity to ensure compliance nationwide.
- Steered payroll and human resources system implementation process from start to finish while presenting consistent project management and organizational system training.
- Set clear departmental objectives and developed effective strategies to achieve targeted goals.
- Monitored budget and revenue trends, compiling reports for company leadership to inform decision-making.
- Completed filings and upheld strict compliance with regulatory agencies and supervisors.
- Established and enforced controls on revenue and expenses to protect company assets.
- Generated financial and operational reports to assist management with business strategy.
- Prepared daily reconciliation of bank accounts and took corrective actions on deviations.
- Forecasted trends and recommended improvements based on financial risk analyses.
- Managed an accounting software implementation to upgrade the reporting and dashboarding capabilities of the department.
- Supported operations management, sales, and marketing efforts to increase revenue and overall financial health.
Senior Accountant
The Lewer Agency
01.2014 - 01.2018
- Interacted with multiple departments to finalize and submit the annual Blue Book to the NAIC by calculating, recording, and validating all necessary financial information.
- Created an Excel-based quoting tool that used actuarial and organizational-specific rate tables that is still utilized company-wide to present quotes to potential customers.
- Calculated commission and created statements for insurance sales employees by following sales commission plans and monthly revenue.
- Built synergies with non-profit agencies and internal employees to plan events that helped in raising money.
- Completed year-end closing processes with controllers and external auditors.
- Prepared monthly journal entries and reconciliations.
- Reconciled accounts and created documents for monthly closure procedures.
- Reviewed documents and accounts for discrepancies and resolved variances.
Education
Doctor of Business Administration - Data Analytics
Grand Canyon University
Phoenix, AZ2022
Master of Science - Accounting
Grand Canyon University
Phoenix, AZ2017
Bachelor of Science - Accounting
Grand Canyon University
Phoenix, AZ2016
Certificate - Finance
Harvard Business School Online
Cambridge, MA10.2018
Certificate - Statistics
Harvard Business School Online
Cambridge, MA10.2018
Skills
- Financial Planning & Analysis
- Budgeting & Cost Reduction
- Financial Reporting
- Accounting Operations
- Team Leadership & Training
- Risk Management
- GAAP & IFRS Regulations
- Financial Due Diligence
- Data Analysis
- Process Improvement
- Payroll Management
- Complex Problem Resolution
Affiliations
Delta Mu Delta Honors Society Member, Grand Canyon University, Phoenix, AZ
Volunteer Experience
Leukemia & Lymphoma Society, Kansas City, MO, 2017
Autism Speaks Charity Drive, Kansas City, MO, 2016
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Timeline
Chief Financial Officer/Controller
Unblock Global
03.2023 - Current
Chief Financial Officer/Controller
Mobius Materials
12.2022 - Current
Chief of Staff
Mylance
10.2020 - Current
Director of Finance & Controller
Paradigm Technology
01.2018 - Current
Senior Accountant
The Lewer Agency
01.2014 - 01.2018
Doctor of Business Administration - Data Analytics
Grand Canyon University
Master of Science - Accounting
Grand Canyon University
Bachelor of Science - Accounting
Grand Canyon University
Certificate - Finance
Harvard Business School Online
Certificate - Statistics
Harvard Business School Online
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