Jodie Fisher
Chief Financial Officer (CFO) / Chief Operating Officer (COO)
Dallas,NY
Summary
Strategic Leadership Profile
Performance Driver delivering year over year financial and operational improvements
Strategic Partner collaborating with management, stakeholders, and team members
Motivational Leader mentoring by example to deliver results above expectations
Relationship Builder expanding team, client, investor, and market channels
Key Influencer accelerating change between cross functional teams
Innovative Thought Leader providing vision and bold ideas for growth
Brand Champion demonstrating company value and responsibility
Product Strategist delivering new products into emerging markets
Technology Catalyst in health tech, SaaS, blockchain, AI, and IoT
Team Mentor training future leaders to take on new challenges
Overview
31
31
years of professional experience
7
7
years of post-secondary education
6
6
Certifications
Work History
Chief Financial Officer
Compass Mining, NWI
New York, NY
10.2019 - Current
- Developed strategic plan to multiply recurring revenue 4000% through SaaS, brokerage, pooling, insurance, DeFi, and Web3
- Increased return on cash investments by 12% by driving financial modeling and treasury functions for the efficient use of capital
- Accelerated product revenue by launching customer credit financing and negotiating profitable joint ventures
- Increased profitability by mentoring a 100+ cross-functional team through restructuring, efficiencies, pricing, and savings
- Drove a $100M private equity funding round while driving financial models, pitch decks, presentations, and investor relations
- Prepared an $800M company for an IPO by initiating a PCAOB compliant audit, financial statements, and SOX compliance
- Delivered financial and operational transformation of new reporting systems, KPI’s, strategic modeling, and treasury functions
Global Business Unit Executive
International Business Machines, IBM
New York, NY
08.2015 - 10.2019
- Built a several hundred million Health Tech startup division in less than 4 years in a managing director role by executing strategic growth initiatives, global go to market strategy, and an ecosystem of partners and distribution channels in 170 countries to rapidly scale
- Accelerated SaaS revenue growth by 92% by creating new revenue streams, entering emerging markets, and scaling operations
- Led a global business unit of over 125 multinational team members through sales cycle management, client engagement, complex deal support, and unit cost while managing business unit financial performance to exceed budgeted expectations
- Delivered a top 5% business unit and raised product awareness on a global stage as an innovative thought leader and speaker
Chief Financial Officer, Chief Ops Officer
Solomon Edwards, TW, TP
New York, NY
05.2012 - 08.2015
- Delivered a 9x return for private equity investors in less than a year by implementing SaaS revenue models and strategic plans
- Accelerated a SaaS company valuation by 84% in 9 months as a partner to the board driving corporate strategy, significant contract revenue, new business models, financial transformation, M&A, strategic fundraising, finance, and operations
- Led an IPO through due diligence of financials, organization, customers, employees, property, tax, and audit
- Increased profitability by 26% through a financial and operational transformation through financial restructuring, renegotiation of long-term commitments, process improvement, operational scaling, cost reduction, and digital transformation
- Secured funding in bridge loans, and AR and EB-5 financing by coordinating banks, investors, attorneys, and public officials
Controller, VP FP&A, VP Financial Ops
American International Group, AIG
New York, NY
12.2007 - 05.2012
- Led a $31B merger and IPO Fortune 50 spin-off through S-1 filing, financials, SOX, audit, and due diligence documentation
- Presented financial results to stakeholders and investors on earnings calls of a publicly traded Fortune 50
- Prepared and filed SEC 10-K’s, 10-Q’s, and annual reports managing a 226 global financial team of a $12B subsidiary
- Ran a global finance transformation to reduce expenses by $2.2 billion and improve access to data and reporting by:
- Eliminating financial operations costs 17% through shared service centers and outsourcing of business functions
- Reducing lease obligations by 14% by negotiating out of unnecessary space and adding virtual office capabilities
- Streamlining the global close by 3 weeks by replacing 32 accounting systems with a unified ERP general ledger
Director
Capgemini
Miami, FL
03.2004 - 11.2007
- Generated $22M a year in revenue through process improvement, ERP implementations, and CFO services
- Formed strategic partnerships and connected with clients to drive business development
- Spearheaded strategic planning and delivered reports to assist client with critical business decisions
CFO, Controller, Info Systems Dir/PMO, Auditor
DS, Nextel, F&W, EY
Miami, FL
06.1992 - 03.2004
Education
Bachelor of Science, Finance - Finance And Accounting
Florida State University
Tallahassee, FL 08.1987 - 05.1992
Master of Accounting - Accounting And Computer Science
Florida International University
Miami, FL 08.1996 - 12.1998
Skills
Strategic Planning
Investor Relations Board
IPO PE Capital Raise
Financial Performance KPI
Financial Modeling ROI
10-K 10-Q SEC Filings
Mergers Acquisitions
Treasury Capital Cash
Budgeting Forecasting
Risk Audit SOX
GAAP IAS IFRS
Turnaround Restructure
ERP Implementations
Business Development
Contract Negotiation
Skilled Presenter
Product Brand Strategy
Business Plans Pitch Decks
Project Management PMO
Requirements RFI RFP
Operational Scaling
Sourcing Procurement
Inventory Job Costing
HR Benefits Recruiting
Start-up Small-Mid Cap
Fortune 50
Private Equity
Certification
CPA - Certified Public Accountant
Accomplishments
- Built a several hundred million Health Tech division for IBM by pioneering SaaS models into new markets
- Delivered a 9x return and exit to Private Equity investors in a year by executing strategic plans for hyper growth
- Accelerated a tech startup valuation by 84% in 9 months by closing strategic contracts, transformation, and M&A
- Led a $31 billion merger and IPO spin-off of a Fortune 50 driving the results of a 226-member global finance team
- Accelerated SaaS revenue 92% by creating new revenue streams, distribution channels, and global market strategy
- Eliminated $2.2 billion in operating costs leading a Fortune 50 PMO through a global finance transformation
- Increased financial performance by 26% leading a transformation of finance, operations, and technology
- Increased profitability of digital products by 16% through global unit cost reevaluation and digital automation
- Saved $16 million in systems development consulting costs through right sizing, training, and global sourcing
- Cut tax obligations by more than $22 million by restructuring transfer pricing through international legal entities
Timeline
Chief Financial Officer
Compass Mining, NWI
10.2019 - Current
Global Business Unit Executive
International Business Machines, IBM
08.2015 - 10.2019
Chief Financial Officer, Chief Ops Officer
Solomon Edwards, TW, TP
05.2012 - 08.2015
Controller, VP FP&A, VP Financial Ops
American International Group, AIG
12.2007 - 05.2012
Director
Capgemini
03.2004 - 11.2007
Master of Accounting - Accounting And Computer Science
Florida International University
08.1996 - 12.1998
CFO, Controller, Info Systems Dir/PMO, Auditor
DS, Nextel, F&W, EY
06.1992 - 03.2004
Bachelor of Science, Finance - Finance And Accounting
Florida State University
08.1987 - 05.1992