Jacalyn Zoppina
Tampa,FL
Summary
High-energy and goal-driven professional with 18 busy years of experience in the Accounting & Finance world. Eager to lead fast growing organizations and motivated teams. Obsessed with big and small process improvements that streamline operations and ease the lives of co-workers. Skilled in strategic planning, problem-solving, and communication with good understanding of business principles, project management and team leadership. Collaborative with relentless work ethic.
Overview
19
19
years of professional experience
1
1
Certification
Work History
Country Manager
Ingka Investments
08.2023 - Current
- Leads and represents the US portfolio within a global portfolio management team, actively managing Forestland and Renewable Energy investments and the US organization as a whole
- Creates and delivers a sustainable business plan to achieve the greater firm-wide financial goals and strategic direction
- Steers a diverse network of internal and external resources to meet the operational needs of the business - ranging from strategy and compliance, project development and construction, asset management, acquisitions and divestitures, financial/KPI reporting, and board reporting.
Vice President of Finance
Cirkul Inc
08.2021 - 03.2023
- Built Cirkul’s Finance Department from 1 to 11 Accounting and Finance professionals, plus supplemental consulting resources, ensuring a positive and motivated culture during a period of rapid growth
- Contributed to strategic planning through FP&A, including monthly updates to the operating model forecast, forecast vs actual analysis, margin analysis and cash forecasts
- Assisted with the closing of Series C funding, leading the completion of a QoE and 409A Valuation
- Actively managed company liquidity, reviewing weekly payment runs and determining borrowing needs to cover working capital
- Managed company credit cards and revenue share agreements
- Led the company’s first external financial statement audit (PCAOB audit), including early adoption of ASC 842, and covering ASC 410, ASC 470, ASC 606, and ASC 740 disclosures
- Established a comprehensive internal month-end close and reporting calendar, bridging communication gaps between departments and enabling predictable information flow
- Onboarded new wholesale sales channel with major customers such as QVC, Bed Bath & Beyond and Walmart, representing a major pivot from primarily Direct-to-Consumer (DTC) sales
- Completed an ERP implementation (Quickbooks to Microsoft Dynamics Business Central) including AP, AR, inventory and fixed asset sub-ledgers, plus heavy additional development and customization to support operational efficiencies
- Accomplished full remediation of sales tax non-compliance liabilities, involving Voluntary Disclosure Agreements, a full taxability study, and onboarding of Avalara for ongoing compliance
- Assisted with the opening of an ABL credit agreement, leading a full inventory appraisal and transition of operating banks
- Met all monthly borrowing base / covenant reporting requirements
- Distributed non-GAAP financial reporting packages to owners, board members, investors, banks, and suppliers as necessary
- Provided oversight of tax matters including corporate income tax, franchise tax, property tax, and sales tax, consulting with external tax professionals as needed
- Utilized Carta for equity and cap table management and stock-based compensation reporting.
Corporate Controller
Choice Logistics
06.2019 - 07.2021
- Oversaw monthly GL close, Accounts Payable, Accounts Receivable and Treasury, with a strong emphasis on harmony between departments and increasing efficiency in daily financial operations
- Coordinated the annual external financial statement audits and tax return preparation
- Actively managed company loan balance to cover ever-changing liquidity expectations, including through several corporate initiatives and COVID-19 uncertainty
- Built-out the Finance team during HQ relocation to PA, with a focus on finding high-quality finance professionals with the right combination of self-motivation, curiosity, and teamwork in order to support a dynamic and productive working environment.
Accounting and Reporting Manager
IKEA US
02.2016 - 06.2019
- Responsible for managing IKEA’s US accounting and reporting operations and the financial close process to ensure relevant, complete, accurate and timely financial and management reporting: Retail operations and distribution services - Managed a team of 12+ accountants responsible for a strong 7-day monthly close, detailed operational P&L review, bi-monthly Dutch GAAP reporting, and year-end US GAAP audited financials
- Wind farm companies - Served as the primary US contact for IKEA’s global renewable energy investments
- Recorded the acquisition of two $175m+ wind farms per US GAAP (ASC805) and Dutch GAAP
- Worked closely with the external commercial manager to ensure smooth transactions, accurate financial reporting, and insightful budgets and forecasts
- US Forestry companies - Served as the primary US contact for the establishment of the new US sustainable forestry endeavor
- Collaborated closely with the external management company to establish working routines and expectations, and led the onboarding of the first forestry co-worker in the US
- Leader of the implementation of automated reconciliation software, Blackline, constantly challenging the status-quo and encouraging streamlined processes and increased quality of work
- Served as Finance Lead for the roll-out of “Click n Collect” retail program
- Developed positive working relationships with Finance, Tax, IT, Legal and Treasury departments and maintained effective interaction with all levels of the organization.
Manager of Financial Reporting / Accounting Manager
StoneMor Partners L.P.
06.2014 - 02.2016
- Oversaw the monthly financial reporting close process to support internal reporting packages, as well as quarterly and annual financial reporting closes to support 10-Q and 10-K SEC filings
- Trained and mentored seven direct reports, including detailed review of journal entries and balance sheet reconciliations
- Successfully used previous external audit experience to improve controls and enact new processes to support cash, fixed assets, leases, inventory, various accruals, taxes and intercompany accounting within 6-12 months of start date.
Audit Senior
Deloitte & Touche, LLP
09.2012 - 06.2014
- Earned high ratings as the lead audit senior on the corporate segment of a public international manufacturing and service company with $10B in revenues
- Executed the planning and scoping of the integrated audit, requiring heavy collaboration with tax team, ERS team, non-US component auditors and client management
- Performed substantive and control testing, including the application of ASC 350, ASC 815 and ASC 820
- Worked closely with internal and external valuation specialists
- Instructed and reviewed the work of several staff auditors simultaneously, on a variety of areas, ensuring quality work within budget and tight deadlines.
Staff Accountant
O’Malley & O’Malley, LLP – CPA’s & CFP’s
12.2004 - 08.2010
- Maintained a heavy part-time to full-time schedule concurrent with college studies to progress from administrative duties to accounting and tax responsibilities
- Prepared basic individual tax returns and assisted in the preparation of complex individual tax returns, as well as corporate, partnership and fiduciary tax returns using Lacerte Tax Software
- Served as liaison between clients and federal and state taxing authorities to resolve tax issues
- Utilized QuickBooks and Creative Solutions software to generate client journals, general ledgers, bank reconciliations and other reports
- Facilitated the transition from Franklen Accounting Software to Creative Solutions Accounting Software by mapping new Chart of Accounts and developing new financial statement templates.
Education
Bachelor of Science in Accountancy -
The College of New Jersey
Ewing, NJ12.2009
Skills
- Financial Management
- Budgeting and Forecasting
- Financial Analysis and Reporting
- Process Improvement
- Policy / Internal Controls Implementation
- ERP System Expertise
- Working Capital Management
- Debt and Equity Financing
- Audit Management and Coordination
- Approachable Leader
- Cross-Functional Collaboration
Certification
Certified Public Accountant, NJ, AICPA and NJCPA, 06/01/13, 2023, Inactive
Timeline
Country Manager
Ingka Investments
08.2023 - Current
Vice President of Finance
Cirkul Inc
08.2021 - 03.2023
Corporate Controller
Choice Logistics
06.2019 - 07.2021
Accounting and Reporting Manager
IKEA US
02.2016 - 06.2019
Manager of Financial Reporting / Accounting Manager
StoneMor Partners L.P.
06.2014 - 02.2016
Audit Senior
Deloitte & Touche, LLP
09.2012 - 06.2014
Staff Accountant
O’Malley & O’Malley, LLP – CPA’s & CFP’s
12.2004 - 08.2010
Bachelor of Science in Accountancy -
The College of New Jersey
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