Jonathan J. R. Dodd
Oak Park,Illinois
Summary
Entrepreneurial corporate finance executive and Chartered Accountant with strong leadership skills offering more than 30 years professional post qualification experience, including 16 years in the climate-action afforestation sector and 17 years in the reinsurance market. Areas of knowledge and expertise include: Effective in negotiating and structuring capital markets transactions including common, preferred and debt capital raising and repurchase. Leadership of Voluntary Carbon Market (carbon credit) program development Extensive and successful experience with rating, banking, regulatory and investment communities. Deep experience in establishment and management of finance and treasury functions, infrastructure, policies and procedures of publicly listed entities. Proven proficiency in real asset and financial services financial modelling, business analysis, capital management, and investment accounting. In-depth knowledge of structured property & casualty and life reinsurance and alternative risk transfer solutions. Excellent practical and theoretical foundation in accounting and reporting under U.S. and International GAAP and Sarbanes-Oxley compliance.
Finance professional with extensive experience in financial strategy and corporate governance. Known for driving fiscal efficiency and implementing robust financial controls. Proven ability to collaborate with diverse teams and adapt to dynamic business environments, while excelling in financial reporting and strategic planning.
Financial leader with strong track record in strategic planning, risk management, and financial analysis. Adept at driving financial growth through effective team collaboration and adaptive strategies. Known for reliability, flexibility, and results-driven approach. Skilled in budgeting, forecasting, and regulatory compliance, ensuring fiscal health and organizational success.
Overview
39
39
years of professional experience
Work History
Chief Financial Officer / Co-Founder
Forest First Colombia S.A.S.
01.2008 - Current
- Partner in the formation and initial capitalization of Forest First, a private equity company designed to address global forestry demand while balancing positive and transformational social and environmental benefits with sound investment returns.
- Develop offering memoranda and sourced equity and debt financing from long-term strategic investors including the DFIs, “green funds”, sovereign wealth funds and strategic private equity. Secured over $100 million in total capital raised to-date.
- Design and manage financial and strategic business plans, financial and carbon models and budgets.
- Develop capital raising strategies necessary for creation of a world-class forestry and wood-products group.
- Responsible for carbon development programs and successfully guided Forest First to generation of first issuance of over 500,000 tons of verified carbon credits under the Verra methodology.
- Oversee group finance, capital, carbon and enterprise risk management activities overseeing finance, procurement and carbon teams of 21 people.
Chief Financial Officer
Spencer Capital Holdings Ltd
01.2011 - 01.2013
- Broad scope of authority including executive guidance and responsibility for corporate finance, investment management, accounting, financial reporting, collateral management, capital modelling, risk management, audit, and investor relations.
- Built and optimized corporate capital management models that project the most effective use of collateral and capital and assist in generating highest returns for investors.
- Prepared company for Rule 144A offering. Managed capital raise and diligence processes including authoring offering documents, negotiated with investment banks and liaised with securities counsel.
- Coordinated investment and hedging strategies with the company’s asset managers with focus on long value-oriented equity strategies.
- Spearheaded conversion of operating subsidiary GAAP from IFRS to US GAAP. Established stronger financial reporting, enhanced critical accounting policies and designed key controls in readiness for Sarbanes-Oxley 404 compliance.
- Bermuda
Chief Financial Officer; Principal Accounting Officer
Quanta Capital Holdings Ltd
01.2003 - 01.2008
- Member of executive management team with comprehensive oversight of the company’s financial management, including the implementation of all guidelines, policies and procedures for finance, accounting, treasury and capital planning functions in Bermuda, the United States and Europe (Lloyd’s).
- Coordinated development of the company’s S-1 Prospectus and led the financial team in the initial $550 million public offering on NASDAQ in 2004.
- Successfully completed $140 million follow-on public capital raise including common and preferred securities, as well as repurchase of senior debt.
- Responsible for corporate strategy, business planning and capital and financial modelling designed to support the company’s shift from ongoing business to a complex organization in run-off and ultimately coordinated the successful sale of Quanta in 2008.
- Lead liaison with the investment community responsible for maintaining relationships with a broad range of institutional and retail investors and sell-side analysts.
- Managed relationships with rating agencies including AM Best and Standard and Poors, including maintenance of capital adequacy models and risk evaluation.
- Bermuda
Vice President & Director – Head of Finance and Operations, North America
Allianz Risk Transfer Group
01.2000 - 01.2003
- Responsible for the design, implementation and monitoring of the guidelines, procedures and processes for the investment, finance, accounting, tax and operational functions.
- Assisted in structured risk transfer product development and finalization and providing ongoing deal maintenance and monitoring.
- Developed ART NA reinsurance business, including client liaison, deal assessment, negotiation and binding in capacity as lead underwriter.
- Bermuda
Assistant Vice President – Accounting/Finance
The Centre Group of Companies
01.1997 - 01.2000
- Controlled several of Centre’s significant underwriting and investment entities including the Life Reinsurance and Investment companies.
- Chaired the Technical Accounting Committee, addressing new GAAP pronouncements and the accounting and reporting issues associated with non-traditional investment and risk-transfer contracts.
- Liaised with the group tax, underwriting, actuarial, treasury and risk management functions in assessing group liquidity, capital, corporate ratings and other group wide exposures.
- Evaluated and assessed the Centre Group internal corporate valuation and provided detailed return on valuation equity analyses to the Executive Board.
- Prepared the Group’s quarterly analysis of results and capital for presentation to the Executive Board.
- Bermuda
Insurance Group Audit Manager and Professional Development Manager
KPMG Peat Marwick
01.1994 - 01.1997
- Controlled a varied portfolio of numerous audit engagements, predominantly insurance related, including three SEC registrants.
- Co-ordinated Initial Public Offering of a large Bermuda-based insurer and managing general underwriter.
- Appraised clients’ internal control systems and drafted reports to client management recommending improvements thereto.
- Designed and delivered presentations and seminars to both clients and professional staff covering technical accounting matters and general professional skills.
- Hamilton, Bermuda
Assistant Manager, Training Tutor and University Liaison Officer
Price Waterhouse
01.1990 - 01.1994
- Planned, controlled and performed variety of audit engagements, predominantly in the manufacturing and retail industries.
- Designed and presented orientation programs to graduates joining the firm and financial accounting seminars to university undergraduates.
- Manchester, England
Intern
British Aerospace PLC - University Scholarship
01.1987 - 01.1990
- Earned a three-year undergraduate scholarship program offered by British Aerospace Dynamics Division. Gained experience in the procurement and defense contracts departments.
Education
Fellow Member of ICAEW - Institute of Chartered Accountants in England and Wales (ICAEW)
Price Waterhouse & Co.
Manchester, England07.1993
B.Eng. - Mechanical Engineering
University of Leeds
Leeds, England06.1990
4 ‘A’ Levels - Mathematics, Physics, Chemistry, General Studies
Merchant Taylors’ School For Boys
Liverpool, England07.1987
Skills
- Strategic financial planning
- Financial management
- Financial reporting
- Financial policy creation
- Quantitative analysis
- Financial strategy development
- Corporate leadership
- Operational decision making
- Business forecasting
- Business valuation techniques
- Strategic planning
- Investor relations management
- Corporate governance
- Accounting principles
- Capital raising
- Financial analysis expertise
- Executive leadership
- Budget planning
- Financial leadership
- Planning and coordination
- Staff management
- Strategic business planning
- Policies and procedures
- Articulate communication
- Contract negotiation
- Leadership and people development
- Board collaboration
- Relationship and team building
- Business planning
Personal Information
Nationality: British; U.S. Green Card holder
Qualifications And Education
- 1993, Price Waterhouse & Co., Manchester, England, Fellow Member, Institute of Chartered Accountants in England and Wales (ICAEW)
- 1990, University of Leeds, England, B.Eng. Mechanical Engineering - First Class with Honours
- 1987, Merchant Taylors’ School For Boys, Liverpool, England, 4 ‘A’ Levels - Mathematics, Physics, Chemistry, General Studies; 10 ‘O’ Levels
Timeline
Chief Financial Officer
Spencer Capital Holdings Ltd
01.2011 - 01.2013
Chief Financial Officer / Co-Founder
Forest First Colombia S.A.S.
01.2008 - Current
Chief Financial Officer; Principal Accounting Officer
Quanta Capital Holdings Ltd
01.2003 - 01.2008
Vice President & Director – Head of Finance and Operations, North America
Allianz Risk Transfer Group
01.2000 - 01.2003
Assistant Vice President – Accounting/Finance
The Centre Group of Companies
01.1997 - 01.2000
Insurance Group Audit Manager and Professional Development Manager
KPMG Peat Marwick
01.1994 - 01.1997
Assistant Manager, Training Tutor and University Liaison Officer
Price Waterhouse
01.1990 - 01.1994
Intern
British Aerospace PLC - University Scholarship
01.1987 - 01.1990
Fellow Member of ICAEW - Institute of Chartered Accountants in England and Wales (ICAEW)
Price Waterhouse & Co.
B.Eng. - Mechanical Engineering
University of Leeds
4 ‘A’ Levels - Mathematics, Physics, Chemistry, General Studies
Merchant Taylors’ School For Boys