Summary
Overview
Work History
Education
Skills
Timeline
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Jen Fleming

Superior,CO

Summary

Results-oriented accounting and finance leader with exceptional communication and team collaboration skills. Recognized for decisive decision-making and initiative. Proven track record of effectively managing growth across various business environments, from startups to more mature organizations. Expertise in analyzing financial data and providing strategic recommendations that consistently drive company success.

Overview

8
8
years of professional experience

Work History

Director of Finance and Accounting

FreeWave Technologies, Inc.
09.2023 - 09.2024
  • Acted as the Secretary of the Board and prepared the financial section of the quarterly board package to aid in the strategy discussions of the meetings
  • Orchestrated and managed a successful financial audit and improved relationships with the audit team after an unsuccessful prior year's audit
  • Implemented a new reporting software for better visibility into the financials and fewer manual touches of the monthly reporting package. This software shortened the close process, and the finance team's efficiencies improved
  • Reduced monthly spending by $50K by orchestrating a spending audit where contracts were canceled or renegotiated, and expenses were analyzed and curtailed based on need
  • Led a successful LOC renewal and improved relationships with the bankers by honoring reporting deadlines and enhancing communication

VP, Controller

Bard Capital Group
09.2022 - 09.2023
  • Company Overview: Denver, CO-based Private Equity Family Company Holding Company including an online retail company, an Evergreen, CO restaurant, a Tempe, AZ-based manufacturer, and a Fort Worth-based services business
  • Worked closely with and managed the Accounting staff at all businesses to prepare and present monthly financial packages accurately and timely for the executive team's monthly review
  • Responsible for all Treasury functions for all sides of Bard Capital, inclusive of 5 banking relationships and over a dozen accounts
  • Worked with the owner on investor presentations and bank reporting
  • Key Liaison for all audits amongst all the businesses and the holding company
  • Heavily involved in all budgets and forecasting for all businesses


Controller

Tifin Group
07.2021 - 08.2022
  • Company Overview: Boulder, CO based SAAS Start-Up focused on investing platforms
  • Expanded the Wealth Finance team to 3 with the addition of a Senior Accountant and Staff Accountant
  • Implemented multiple NetSuite add-ons to aid in Reporting and Reconciliations
  • Responsible for all financial statements and consolidations of the 5 Wealth entities and prepared monthly reporting packs for the management team
  • Led the Wealth Division management reviews
  • Owned and maintained the payroll function for over 8 entities
  • Implemented Concur Expense Software to aid in expense reporting

Controller

4WEB Medical, Inc.
07.2016 - 07.2021
  • Company Overview: Frisco, TX-based 3D printed Spine Implant Manufacturer Start-Up
  • Hired as the second finance professional alongside the CFO and built a successful team of 4 to manage the strong company growth.
  • Responsible for all financial statements and consolidations, including FX conversions and intercompany balancing
  • Collaborated closely with the CFO on the Company’s monthly board packet for management and investor reporting
  • Played a key role in cash management and handled all banking functions
  • Led and owned the annual financial audits and implemented many GAAP reporting procedures to keep the books compliant
  • Conceptualized, implemented, and managed accounting, purchasing, and inventory system processes to support an expanding product offering while also improving cost savings and efficiency for the company



Education

Bachelor of Science - Accounting

University of Tennessee
Knoxville, TN

Skills

  • Growth management
  • Strategic planning
  • Financial analysis
  • Cash management
  • Process improvement
  • Management reporting
  • NetSuite
  • Quickbooks
  • Fishbowl Inventory
  • Excel
  • Concur
  • Epicor

Timeline

Director of Finance and Accounting

FreeWave Technologies, Inc.
09.2023 - 09.2024

VP, Controller

Bard Capital Group
09.2022 - 09.2023

Controller

Tifin Group
07.2021 - 08.2022

Controller

4WEB Medical, Inc.
07.2016 - 07.2021

Bachelor of Science - Accounting

University of Tennessee

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Jen Fleming