Summary
Overview
Work History
Education
Skills
Timeline
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Jeannie O’Brien

Cornelius,NC

Summary

Collaborative finance executive with over 10 years of experience adept at navigating intricate financial challenges through innovative solutions, ensuring alignment with business objectives. Demonstrating a poised and sharp demeanor, excels in translating complex financial metrics into actionable insights. Proven track record showcases the ability to outline strategic financial directions that foster business growth.

Overview

22
22
years of professional experience

Work History

Director of Finance (Interim CFO)

83bar, Inc.
01.2023 - Current
  • Company Overview: Healthcare technology/marketing firm
  • Leads the strategic financial planning & analysis function for a private equity backed Healthcare technology/marketing firm
  • Provides key financial analysis, and strategic insights to support business decisions and strategy including accurate revenue forecasts and trend analysis
  • Oversees day-to-day operational functions within FP&A, ensuring financial discipline and controls throughout the company, including ASC-606 revenue recognition oversight
  • Analysis and reporting for key deliverables, including the annual operating budget, performance tracking, rolling forecast updates, and cash flow forecast and high level variance analysis
  • Develops and maintains complex financial budget models and forecasts to support decision-making on revenue growth strategy, cost structure, and capital expenditures, and M&A due diligence
  • Improved operating and sales teams' understanding of financial statements and reporting through transparent analysis and partnership
  • Enhanced efficiency of internal financial reporting processes through process improvement initiatives and implementing AI automation
  • Established, tracks, and monitors key financial metrics to drive business efficiency
  • Creates ad-hoc analyses to support business strategy, improve efficiency, and maximize ROI
  • Collaborates with sales and operations teams to provide data-driven recommendations supporting revenue growth targets and improving profitability and effectiveness through contracting
  • Manages periodic GAAP compliant reporting to private equity shareholders and lenders

Assist. Director Accounting Reporting

The Hartford
11.2021 - 01.2023
  • Company Overview: Global reinsurance division with over $600M in annual revenue
  • Led a team of nine technical accountants and analysts for financial reporting, analysis, and reconciliation of accounts in support of financial statement preparation
  • Oversaw all accounting operations
  • Responsible for development and management of accounting policies and reporting functions, including technical accounting, external reporting (SEC), and internal controls
  • Managed day-to-day accounting activities including A/R and A/P to ensure compliance with US GAAP, internal policies, SOX controls, and internal/external audits
  • Drove process improvement and AI automation efforts to streamline accounting operations and improve the quality and efficiency of period closes, and financial compliance and reporting
  • Recruited, interviewed and hired analysts, and implemented mentoring program to promote positive feedback and engagement.
  • Leveraged data and analytics to make informed decisions and drive business improvements.

Head of Finance/CFO

Charlotte Lab School
08.2020 - 11.2021
  • Developed financial models and forecasts, cash flow analysis, and in-depth budget performance analysis
  • Established finance and accounting policies, procedures, and evaluation methods directly correlated to the School’s fiscal functions and performance at all school levels to align with and support the academic initiatives and mission of the School with an annual budget of $11M
  • Presented monthly financial reports to the school Board and school community
  • Responsible for period-end closing and processes including tax fillings and oversaw annual audit process
  • Managed all aspects of non-profit fund accounting and payroll including government grant compliance
  • Ensured compliance with GAAP, SEC, SOX, and state and federal guidelines and regulations for public non-profits with government funding
  • Created a four-year budget model for long-term financial sustainability, including moving the School from a deficit to surplus budget model
  • Ended first year under budget and reduced budget deficit by 48% with a clean audit
  • Oversaw financial components of state and federal grants, including writing grant proposals and securing over $1.5 million in annual grants, monitoring grant budgets and reporting of grant funds during a start-up and high growth phase
  • Negotiated lines of credit, and other financing arrangements with lenders to secure lending
  • Managed internal and outsourced accounting team
  • Led ERP implementation

Director of Finance and Operations

The Seals, LLC
10.2015 - 06.2020
  • Company Overview: Private equity backed manufacturing company
  • Reported directly to the President/CEO, and member of the Leadership Team
  • Served as the strategic operations leader for a remote team of 20 including sales territory managers, technicians, and accounting staff
  • Oversaw and directed all day-to-day operational functions, as well as developed and implemented process improvements that sustained the company’s growth
  • Involved in all aspects of financial management, including corporate accounting and auditing, financial planning and analysis, budget and forecast preparation, and financial reporting preparation and oversight
  • Internal cost accounting for manufacturing division
  • Tax compliance and filings
  • Developed and managed internal control policies and procedures to increase profitability and decrease expenses
  • Created in depth virtual software training program for sales team and accounting administrators
  • Developed and implemented an employee evaluation program
  • Over a 12-month period, total revenue increased by 13%, gross profit increased by 17% and net operating income increased by 56% (2019)
  • Entrepreneurial Operating System (EOS) implementer
  • Salesforce Administrator/Developer

Accountant

Self Employed
09.2013 - 12.2019
  • Remote accountant and consultant to a variety of small businesses for long-term and short-term project-based work
  • Consulted on process for more efficient period end closing, prepared financial statements and trend analysis
  • Established internal controls, accounting policies, and procedures that increased efficiency, including improvement of A/R turnover rate and reduction of bad debt
  • Assisted with acquiring government and private funding and grants for small businesses
  • SalesForce and QuickBooks database consultant and administrator
  • Created virtual training program for accounting and sales teams on accounting/finance and CRM software
  • Reconciled accounts and reviewed expense data, net worth, and assets.

Executive Assistant to Head of School

SPES (K-8 School)
08.2002 - 07.2013
  • Executive Assistant, business office manager, and part-time bookkeeper/accounting assistant

Education

MBA - Business Administration & Accounting

Columbia College

Bachelor of Arts - Business Administration & Accounting

Columbia College

Associate of Arts - Business Administration

Columbia College

Skills

  • Financial Modeling & Revenue Forecasting
  • Strategic Planning
  • Risk Assessment & Management
  • Budget Management

Timeline

Director of Finance (Interim CFO)

83bar, Inc.
01.2023 - Current

Assist. Director Accounting Reporting

The Hartford
11.2021 - 01.2023

Head of Finance/CFO

Charlotte Lab School
08.2020 - 11.2021

Director of Finance and Operations

The Seals, LLC
10.2015 - 06.2020

Accountant

Self Employed
09.2013 - 12.2019

Executive Assistant to Head of School

SPES (K-8 School)
08.2002 - 07.2013

MBA - Business Administration & Accounting

Columbia College

Bachelor of Arts - Business Administration & Accounting

Columbia College

Associate of Arts - Business Administration

Columbia College

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