Jacqueline Jackie Wallace

WORK HISTORY

EDUCATION

SKILLS

ABOUT JACQUELINE JACKIE WALLACE

As CFO, it’s my job to ask the right questions and mitigate financial trouble spots. If I miss a beat…owners could falsely believe they’re more profitable than reality. While their focus is often on the top line, they may be blindsided by expenses. I own looking at the complete picture to safeguard assets… digging into expenses/spending, cashflow, rates, opportunities, and reviewing every monetary detail to keep businesses solvent, growing, and far away from financial pitfalls. I must be decisive, accurate, and consistent while being flexible when pivots are necessary. As CFO I create protocols for compliance with internal processes and external regulatory watchdogs, identifying areas that are loose and uncontrolled making them clear, formal, and repeatable. Being audit-ready at any given time means having all systems in check including payroll, reimbursements, financial reporting, HR policies, expense approvals, and P&L management. PROUD EXAMPLES:⊱⊰ Within 45 days in a new role, following a thorough scrutinization of the financial reports…I was able to flag in uncollected funds and negotiate retroactive reimbursements. ⊱⊰ Built scalable financial infrastructure to grow national franchisor from 8 to 80 locations in under 2 years. ⊱⊰ Repaid $120k start-up capital (within 1 quarter) and skyrocketed growth while navigating the complexities of equity partnership evaluations. ⊱⊰ ⊱⊰ ⊱⊰ ⊱⊰ ⊱⊰ ⊱⊰ ⊱⊰ ⊱⊰ ⊱⊰ ⊱⊰ ⊱⊰ ⊱⊰ ⊱⊰ ⊱⊰ A LITTLE ABOUT ME:I love having my head in a spreadsheet and being the one that the team turns to for accurate information, interpretation of data, and who ultimately influences marketing and purchasing decisions. My years of experience allow me to know what can wait. I bring a sharp eye and keen understanding of accounting cycles to help organizations time purchases just right. Accurate market timing can be just as major as revenue generation!My favorite days are when I get to solve complex and tangled puzzles. Dissecting financial statements, getting in the weeds building precise financial models, and looking ahead at 5-year projections. Then developing ways to keep the system running seamlessly and keeping all the players on track. Something like a lifeguard at the neighborhood pool, no one likes the rules, but they appreciate being kept safe. Financial security, for the organizations I serve, is my priority. I have an entrepreneurial spirit, I’m comfortable making decisions, and I’m ready to earn trust and steer organizations into profitability. Excited to connect with you. Thanks, Jackie Wallace