Jodi Sommer, CPA
Sheboygan,WI
Summary
Experienced finance director with two decades in financial reporting and budgeting for multistate companies. Skilled in overseeing full accounting processes and establishing effective policies. In-depth understanding of US GAAP and regulatory standards. Dedicated to enhancing organizational value through comprehensive data analysis.
Overview
23
23
years of professional experience
1
1
Certification
Work History
Finance Director
Cedar Grove Warehouse, Inc.
Cedar Grove, WI
12.2015 - Current
- Reorganized accounting department to improve efficiency and cut excess spending.
- Updated billing procedures to improve overall efficiency and reduce accounts receivable.
- Creates internal controls and corrective actions to reduce risk or deficiencies.
- Manages cash flows to optimize year-end tax benefits.
- Prepares and presents the annual budget.
- Oversees financial reporting, payroll, accounts payable and receivable, asset coordination, and account management.
- Reviews account reconciliations and journal entries and resolved discrepancies to maintain record and account accuracy.
- Used US GAAP to shape technical accounting policies and procedures.
- Leads annual financial audit and preparation of support for audited financial statements.
- Modifies comprehensive financial reporting package to reflect growing organizational complexity and manages financial reporting processes to validate internal and external financial results align with GAAP.
- Manages day-to-day finance operations by working closely with accounting, accounts payable, accounts receivable and payroll staff to provide direction.
- Advises executives on contracts with significant financial implications.
Manager
Schenck SC
Sheboygan, WI
11.2002 - 12.2015
- Managed and developed relationships with great clients.
- Assisted clients with meeting their audit and financial planning objectives by using a range of tools.
- Executed and managed the day-to-day activities of audit engagements with clients from start to finish, including managing and monitoring the budget, planning, fieldwork, directing staff and completing financial statements, including related financial statement disclosures and management correspondence letters.
- Reviewed client accounting and operating procedures.
- Developed and assessed the design and implementation of internal controls.
- Utilized proactive and effective communication with staff, management, and clients to communicate technical matters to both clients and management.
- Proficiency in GAAP and GAAS rules, standards, and procedures.
Education
Bachelor of Science - Accounting
Lakeland University (Lakeland College)
Plymouth, WI05.2002
Skills
- Month-end and year-end closings
- Financial strategy management
- US GAAP proficiency
- Strong organizational skills
- Ability to prioritize and multitask in a fluid, fast-paced environment
- Ability to work well cross-functionally and influence across the organization
- Adjusts easily to change, learns quickly, and understands how internal and external factors impact decisions
- Strong problem-solving skills with ability to exercise sound judgement
- Results driven - focuses on achieving results that drive business success
- Strategic thinker- anticipates and prepares for future events and outcomes
- Budget management
- Internal controls implementation
- Regulatory compliance
Certification
- Certified Public Accountant (CPA)
- Member of AICPA
- Member of WICPA
Timeline
Finance Director
Cedar Grove Warehouse, Inc.
12.2015 - Current
Manager
Schenck SC
11.2002 - 12.2015
Bachelor of Science - Accounting
Lakeland University (Lakeland College)