Summary
Overview
Work History
Education
Skills
Timeline
Generic

JENNIFER OTTO

Livermore,CA

Summary

Strategic and results-driven Senior Financial Controller with a proven track record of optimizing financial operations and driving business growth. Skilled in managing multi-million-dollar budgets, delivering accurate financial reporting, and enhancing cash flow efficiency. Adept at forecasting, acquisitions, payroll, and compliance, ensuring seamless business operations. Committed to implementing best practices that boost productivity and streamline financial processes. A trusted leader in financial strategy, risk management, and operational excellence.



Overview

21
21
years of professional experience

Work History

Senior Financial Controller

Sequoia Ecological Consulting, Inc.
04.2024 - Current
  • Manged integration from OpenAir/Netsuite to Vantagepoint with over 10 years of data.
  • Developed robust financial models that supported key decision-making processes at the highest level of management.
  • Increased efficiency in the finance department by identifying opportunities for process improvement, implementing new systems, and developing strong internal controls.
  • Maintained a strong cash flow position by closely monitoring receivables and payables.
  • Improved financial accuracy by streamlining and automating reporting processes.
  • Completed journal entries, reconciliations, and account analysis to prepare quarterly financial documents and general account management.
  • Prepared balance sheets, cash flow reports and income statements.
  • Oversaw accounts payable, receivable, payroll and general financial reporting procedures.
  • Mitigated risk by implementing internal controls and safeguards for revenues and expenditures.

Corporate Controller

Terraphase Engineering Inc.
01.2012 - 04.2024
  • Oversaw accounts payable and receivable operations for an environmental consulting business with $1 million in monthly expenses.
  • Handle all accounting and tax matters in multiple states, including AP, AR, GL, payroll tax, business tax, property tax, and franchise/income tax.
  • Manage company business licenses, permits and filings.
  • Responsible for cash flow, month/year end close and preparing monthly/yearend financial reports.
  • Creates corporate cashflow forecasts, budgets and location budgets.
  • Creates and analyze financial reports to help pinpoint strengths and weaknesses.
  • Establishes accounting policies and procedures.
  • Ensure that operational and design effectiveness of internal controls over accounting operations are maintained.
  • Assist with the establishment and implementation of short and long-range departmental goals, objectives, policies, and operating procedures.
  • Remain in coordination with outside auditors for both financial and tax reporting.
  • Managed payroll data entry and processing for 160 employees to comply with predetermined company guidelines.

Financial Advisor Associate

Red Envelope LLC
01.2011 - 01.2012
  • Building and researching client portfolios.
  • Organized meetings with clients to discuss and update their accounts.
  • Preparing meeting materials (quotes, hypotheticals, account paperwork, etc.)
  • Manage/maintain calendar and field phone calls.
  • Creating more efficient processes and updating current spreadsheets.

Financial Advisor

Chase Investments
01.2010 - 01.2011
  • Grew current book by more than 50% within 12 months.
  • Building new and growing existing client relations.
  • Review portfolios to make sure clients and prospective clients are on track with their goals and objectives.
  • Working with personal bankers to obtain the client’s full business relationship (investments, mortgage, business accounts, savings, checking and loans.)

Financial Advisor

Edward Jones
01.2008 - 01.2010
  • Grew Austin office by more than 50%
  • Building new and growing existing client relations
  • Opened 100+ accounts within 12 months.
  • Building and running a successful business by face-to-face prospecting, phone call sessions, sending out mailers, seminars, networking and referrals
  • Create customized financial plans to meet the various needs of clients such as retirement plans, college education, saving on taxes and estate planning.
  • Review portfolios to make sure clients and prospective clients were on track with their goals and objectives.
  • Preparing and executing presentations to clients and prospective clients.
  • Inside Sales/Outside Sale

Account Manager

PrintGlobe
01.2007 - 01.2008
  • Client relations
  • Inside sales
  • Collaborating with existing team such as marketing and the design team.
  • Seeing projects through from draft to completion.

Account Manager

Enterprise Rent-A-Car
01.2004 - 01.2007
  • Client relations
  • Consult with clients to make sure they utilize the program to the fullest.
  • Took a pro-active approach to make recommendations to improve efficiencies.
  • Collaborate with existing team such as remarketing, outside sales, traffic, accounting, business management, and DMV.
  • Prepared and executed presentations.
  • Inside sales

Education

Bachelor of Science - Advertising, Minor in Marketing

San Jose State University
08.2000

Skills

  • Cash flow management
  • Audit preparation
  • Account reconciliation
  • Attention to detail
  • Problem-solving abilities
  • Teamwork and collaboration
  • Budget development
  • Financial forecasting
  • Internal controls
  • Preparing financial statements
  • Financial statement review
  • General ledger management

Timeline

Senior Financial Controller

Sequoia Ecological Consulting, Inc.
04.2024 - Current

Corporate Controller

Terraphase Engineering Inc.
01.2012 - 04.2024

Financial Advisor Associate

Red Envelope LLC
01.2011 - 01.2012

Financial Advisor

Chase Investments
01.2010 - 01.2011

Financial Advisor

Edward Jones
01.2008 - 01.2010

Account Manager

PrintGlobe
01.2007 - 01.2008

Account Manager

Enterprise Rent-A-Car
01.2004 - 01.2007

Bachelor of Science - Advertising, Minor in Marketing

San Jose State University

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