Great Plains
Juanita Mitchell, CPA MBA
Jacksonville,FL
Summary
Market-driven Chief Financial Officer adept at coordinating executive financial activity and capitalizing on market opportunities. Decisive leader and forward-thinking manager with excellent attention to detail and a hardworking mentality. Ready to apply over 25 years of progressive experience to new position with long-term potential.
Overview
18
18
years of professional experience
1
1
Certification
Work History
Fractional Chief Financial Officer
ROYALTY ACCOUNTING SERVICES
01.2012 - Current
- Prepared accurate financial statements at end of quarter to summarize financial health and business performance for multiple clients
- Directed budget development, creation of budgetary controls and recordkeeping systems and investment management.
- Oversaw deployment of strategic business plans to accomplish accounting, compliance, and revenue targets.
- Conducted detailed analysis of company financial information and oversaw preparation of related reports.
- Oversaw budgets, payroll, and accounts payable and receivable.
- Analyzed operational issues and implemented corrective action to maximize profits.
- Completed in-depth analyses of risks to control company profile, enhance systems, and track legal concerns.
- Tracked cash flow and financial planning to analyze company's financial strengths and weaknesses and propose strategic directions.
- Oversaw accounts payable and receivable to track income and expenditures, drive statutory compliance and provide quantitative financial information for 25-50 clients monthly and quarterly
- Prepared accurate financial statements at end of quarter to summarize financial health and business performance.
- Oversaw accounts payable and receivable to track income and expenditures, drive statutory compliance and provide quantitative financial information.
- Developed and oversaw yearly budgets and capital structure of company to determine best mix of debt, equity, and internal financing.
- Directed budget development, budgetary controls and recordkeeping to make informed financial decisions.
- Managed financial, operational and human resources to optimize business performance.
Not for Profit Educational K-12 Controller
KIPP Jacksonville
11.2022 - 11.2023
- Implemented and trained users on Sage and Report Writer to prepare external audit documentation and financial reports to assist management in operational planning and key decision making.
- Responsible for all reimbursements to multiple funding sources with Federal guidelines and funds - collected over 75% of aged funding from prior fiscal year and unbilled grants.
- Successfully recouped over $3M from district on unbilled claims for 15-month period for Federal Contract
- Implemented policies and procedures, with training, to align proper approval processes and workflows to align compliance, integrity, and accountability
- Implemented grant accounting for all billings and expenses to properly reconcile all data from School Board
- Maintain cash flow projections for prior COO, capital outlay expenditures reporting, and other ad-hoc reporting needed per COO
- Strategic focus initially geared towards implementing codified protocols of manager approvals, procurement processes, and removing Finance from overall approval process
- Training with management to inform of federal guidelines, expectations, and compliance needs that were not consistent or missing with goal of decreasing company's risk assessment with funding sources
- Submit all budgetary plans for Title programs for multiple MSIDs and locations
- Implemented culture in department that monthly reimbursement billings are sent to multiple funding sources per DOE guidelines
- Responsible for all compliance filings, 401K audits, external audits, federal tax filings and reconciliations with funding sources.
- Followed up with delinquent accounts to obtain funds and reduce aging balances.
- Accurately completed financial statement audits and thoroughly reviewed results.
- Completed year-end close processes through effective supervision financial functions and regular treasury transactions.
- Worked with 10 executives to create annual budget and track actual expenses against projected expenses.
- Introduced internal controls to monitor critical areas of financial control and devised immediate corrective actions to address risks or deficiencies.
- Oversaw accounts payable and receivable operations for not for profit with $550K in monthly expenses.
- Mitigated risk by implementing internal controls and safeguards for revenues and expenditures.
- Prepared and filed tax returns and generated monthly reports in compliance with regulatory and organizational standards.
- Reviewed contracts financially impacting company and counseled executive leaders on impact contracts would have on company operations.
- Verified accurate completion of corporate income tax returns and optimal use of favorable tax codes.
- Supported program managers in providing procedural training on finance and accounting.
- Reviewed processes and procedures to guide program implementation and optimize auditing.
- Directed corporate decision-making and planning by monitoring and setting policies and procedures to optimize fiscal performance.
- Increased flow of financial information throughout company by improving communication strategies.
- Managed budgets, assets, portfolios, accounts payable, and receivable and general financial reporting procedures.
- Enhanced quality and currency of financial information by overseeing revenue collection systems.
- Projected monthly cash expenditures through efficient budgeting and detailed document reviews.
- Created and distributed reports on internal and external finances, audits, and budgets.
- Oversaw budgets, payroll, and accounts payable and receivable.
- Prepared accurate financial statements at end of quarter to summarize financial health and business performance.
- Oversaw deployment of strategic business plans to accomplish accounting, compliance, and revenue targets.
- Directed budget development, creation of budgetary controls and recordkeeping systems and investment management.
- Conducted detailed analysis of company financial information and oversaw preparation of related reports.
- Directed budget development, budgetary controls and recordkeeping to make informed financial decisions.
- Communicated business performance, forecasts and strategies to investors and shareholders.
- Cultivated company-wide culture of innovation and collaboration.
Contract Price/Cost Analyst (Temp)
DCMA, Eastern Region
10.2020 - 03.2022
- Serves as Contract Price/Cost Analyst performing comprehensive price, cost, and financial analysis for setting up negotiation goals in Procurement Office
- Conducted cost and financial analyses for variety of Procurement activities, subcontractor awarded 17M-150M contracts
- Forecasts expected changes in labor, material costs, and technology
- Performs price and cost analyses in connection with request for approval of contract awards, leases, relief, claims, price adjustment, terminations, price determinations, escalation, change orders, closeouts, etc
- Performs price/cost evaluation of cost proposals and other supporting documents related to Source Evaluation Boards and other competitive and non-competitive acquisitions
- Responsible for supporting development of cost-related sections of complex solicitation documents, analyzing cost data, and performing cost realism evaluations
- Provides guidance to contracting officers on pricing and financial issues
- Knowledge of contractor's internal accounting and management systems based on in-depth evaluations of such systems
- Responsible for review of contractors' direct and indirect cost
- Participates as member of negotiating team and handles recommending pre-negotiation pricing position and final price negotiation objectives.
- Identified opportunities and analyzed marketplace key performance indicators to diversify campaigns, expand visibility, and improve performance.
- Completed technical estimates using cost models.
- Provided accurate estimates by defining scope, timelines, potential setbacks, and limitations.
- Reviewed and approved invoices and payments, verifying accuracy of expenses.
- Conducted site visits to gather information and data on project locations, infrastructures and conditions.
- Identified opportunities and analyzed marketplace key performance indicators to diversify campaigns, expand visibility, and improve performance
- Completed technical estimates using cost models
Programming Planning and Control Sr Financial Analyst
KBR, MCMC Blount Island
08.2019 - 09.2021
- Analyze and track cost trends (labor, materials, and ODC's) to find and correct errors to provide correct estimates at completion
- Develop and control baselines, budgets and EAC's for multiple Task Orders/CLINS, exercises, and modifications
- Monitor schedule/milestones to facilitate ETC's for SLTs to stay ahead of potential over/under runs
- Create and present cost proposals following policies and procedures according to FAR and TINA
- Prepare and deliver customer report deliverables per contract terms and conditions
- Streamlined processes focusing on high quality and efficient standards - created templates for standardizing proposals and OT Request Authorizations; developed simplified reports for Navy daily deliverables
- Analyze/change cost estimates and re-baseline programs as needed
- Prepare forecasts using program resources and estimates with applied rates and factors
- Developed price/cost estimates using complex pricing concepts and applications
- Apply FAR, CAS, and GAS to multiple year contract
- Develop Work Breakdown Structure (WBS), perform maintenance and charge number control for labor, materials, and ODC's
- Daily and monthly ad-hoc reporting, forecasting, and budgeting for both internal and external customers
- Instrumental in billing and cash collections/reporting
- Works closely with Contracting Officers to ensure proper billing and contract documents are aligned with WAWF systems - able to identify 95% of pending claims due system errors to obtain funding
- Perform complex accounting and analytical tasks, including transaction processing, project reconciliations and analysis
- Track, trend, forecast and analyze subcontractor and vendor invoices
- Work closely with Navy and Marine Corps counterparts to successfully adhere to contractual requirements, analyze efficiency/effectiveness of contracts, and production, buying/procurement activities
- Implemented departmental processes - for consistency, quality, and effectiveness: Team review process for billing; team review for contract math checks to include wording and accounting data; standardized templates for proposals; various processes to confirm data provided to internal and external customers
- Key point of contact for operational management and their teams for program management compliance on policies and procedures for all Federal resources.
Not for Profit CFO
ANTELOPE VALLEY COMMUNITY CLINIC
07.2017 - 02.2019
- Oversaw budgets, payroll, and accounts payable and receivable.
- Prepared accurate financial statements at end of quarter to summarize financial health and business performance.
- Oversaw deployment of strategic business plans to accomplish accounting, compliance, and revenue targets.
- Directed budget development, creation of budgetary controls and recordkeeping systems and investment management.
- Analyzed operational issues and implemented corrective action to maximize profits. Major CAP focused on denials from insurance carriers - was able to train and recoup 85% of billings
- Oversaw accounts payable and receivable to track income and expenditures, drive statutory compliance and provide quantitative financial information.
- Directed budget development, budgetary controls and recordkeeping to make informed financial decisions.
- Conducted detailed analysis of company financial information and oversaw preparation of related reports.
- Completed in-depth analyses of risks to control company profile, enhance systems, and track legal concerns.
- Tracked cash flow and financial planning to analyze company's financial strengths and weaknesses and propose strategic directions.
- Developed and oversaw yearly budgets and capital structure of company to determine best mix of debt, equity, and internal financing.
- Led recruitment and development of strategic alliances to maximize utilization of existing talent and capabilities.
- Directed technological improvements, reducing waste and business bottlenecks.
- Established and maintained strong relationships with customers, vendors and strategic partners.
- Monitored key business risks and established risk management procedures.
- Communicated business performance, forecasts and strategies to investors and shareholders.
- Cultivated company-wide culture of innovation and collaboration.
- Maintained P&L and shouldered corporate fiscal responsibility.
- Managed financial, operational and human resources to optimize business performance.
Controller
Various Entertainment Production Companies
01.2007 - 01.2018
- Tracked funds, prepared deposits and reconciled accounts.
- Developed financial models to assess and analyze financial performance of clients.
- Compiled general ledger entries on short schedule with 100% accuracy.
- Used accounting software to issue tax returns and prepare consolidated reports.
- Identified legal tax savings and recommended ways to improve profits.
- Cooperated with senior leaders to create operating budgets and initiate financial planning.
- Collected and reported monthly expense variances and explanations.
- Kept up-to-date with tax changes and industry trends by participating in professional organizations, opportunities, and networks.
- Provided journal entries and performed accounting on accrual basis.
- Maintained integrity of general ledger and chart of accounts.
- Trained new employees on accounting principles and company procedures.
- Reviewed accounts, resolved coding areas, and tracked recurring expenses for accrual entry.
- Identified issues, analyzed information and provided solutions to problems.
- Used critical thinking to break down problems, evaluate solutions and make decisions.
- Managed time efficiently in order to complete all tasks within deadlines.
- Prepared accurate financial reports and monthly statements for accounts receivable.
- Collaborated with executive team in preparation of annual capital and operating budgets, forecasts and all financial reporting and analysis.
- Led organizational cash flow and cash flow forecasting initiatives.
- Managed payroll data entry and processing for over 250 weekly employees to comply with predetermined company guidelines.
- Accurately completed financial statement audits and thoroughly reviewed results.
- Completed journal entries, reconciliations, and account analysis to prepare quarterly financial documents and general account management.
- Supervised accurate, efficient, and compliant completion of monthly financial reporting packages.
- Completed year-end close processes through effective supervision financial functions and regular treasury transactions.
- Prepared balance sheets, cash flow reports and income statements.
- Verified accurate completion of corporate income tax returns and optimal use of favorable tax codes.
- Mitigated risk by implementing internal controls and safeguards for revenues and expenditures.
- Managed budgets, assets, portfolios, accounts payable, and receivable and general financial reporting procedures.
- Prepared and filed tax returns and generated monthly reports in compliance with regulatory and organizational standards.
- Worked with both internal and external users to create detailed financial reports.
- Oversaw accounts payable and receivable operations for entertainment business with $100-200K in monthly expenses.
- Reviewed contracts financially impacting company and counseled executive leaders on impact contracts would have on company operations.
- Projected monthly cash expenditures through efficient budgeting and detailed document reviews.
Auditor
DCAA
01.2014 - 01.2016
- Identified control gaps in processes, procedures and systems through in-depth research and assessment and suggested methods for improvement.
- Communicated with audit staff to obtain necessary information for audits.
- Adapted plans and schedules to meet changing priorities of work objectives, resources and workload demands.
- Interpreted state and federal laws, accepted auditing principles and procedures and program standards to audited materials and data to detect non-compliance and facilitate recommendations.
- Interviewed various staff to gather data needed to conduct audits.
- Followed established auditing processes to meet internal and regulatory requirements.
- Analyzed data and findings to prepare reports detailing financial information.
- Planned and executed follow-up audits at appropriate intervals.
- Executed audit phases and entered data into accounting software for analysis.
- Coordinated, managed and implemented auditing projects and prepared for evaluation.
- Performed observations and evaluated supporting documents to supplement audit findings.
- Tracked funds, prepared deposits and reconciled accounts.
- Compiled general ledger entries on short schedule with 100% accuracy.
- Cooperated with senior leaders to create operating budgets and initiate financial planning.
- Developed financial models to assess and analyze financial performance of clients.
- Collaborated with accounting manager to comply with governing bodies and limit regulatory risks.
- Prepared working papers, reports and supporting documentation for audit findings.
- Provided journal entries and performed accounting on accrual basis.
- Trained new employees on accounting principles and company procedures.
- Initiated comprehensive account assessments to check viability, stability, and profitability of business operations.
- Identified control gaps in processes, procedures and systems through in-depth research and assessment and suggested methods for improvement
- Planned and executed follow-up audits at appropriate intervals
- Performed observations and evaluated supporting documents to supplement audit findings
Education
Doctorate of Business Administration - General Business
Capella University
Minneapolis, MN03.2026
MBA -
Keller Graduate School of Management
California12.2004
Bachelor of Science -
University of North Florida
Jacksonville, FL08.2002
Skills
- Cash Flow Management
- Strategic financial planning
- Performance metrics analysis
- Documentation requirements
- Financial Management
- Risk Management
- Regulatory Compliance
- Business Forecasting
- Operational decision making
- Budget Development
- Operational management
- Financial Reporting
- Quantitative Analysis
- Strategic Planning
Certification
- CPA - Certified Public Accountant
- CNP - Certified Notary Public
Software
Sage
NetSuite
QuickBooks - Pro Certified
Payroll - ADP, Paychex
Timeline
Not for Profit Educational K-12 Controller
KIPP Jacksonville
11.2022 - 11.2023
Contract Price/Cost Analyst (Temp)
DCMA, Eastern Region
10.2020 - 03.2022
Programming Planning and Control Sr Financial Analyst
KBR, MCMC Blount Island
08.2019 - 09.2021
Not for Profit CFO
ANTELOPE VALLEY COMMUNITY CLINIC
07.2017 - 02.2019
Auditor
DCAA
01.2014 - 01.2016
Fractional Chief Financial Officer
ROYALTY ACCOUNTING SERVICES
01.2012 - Current
Controller
Various Entertainment Production Companies
01.2007 - 01.2018
Doctorate of Business Administration - General Business
Capella University
MBA -
Keller Graduate School of Management
Bachelor of Science -
University of North Florida
- CPA - Certified Public Accountant
- CNP - Certified Notary Public
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