Joanna Oliva

About Joanna Oliva

I am a highly accomplished and incisive senior executive with 20+ years of progressive leadership experience in strategy, finance, accounting, and operations management within startups and global multi-billion dollar organizations. As a strategic and resourceful leader, I possess an innate ability to build strong balance sheets and financial strategies to support organizational objectives. I thrive as a charismatic and inspirational internal alliance builder with long-term strategy perspective utilizing individual building block approach to achieve sustainable success. I am known as an articulate communicator and well respected executive identifying risk areas and driving strategies to manage financial, operational, and organization risk briefing Executive Management on risk mitigation initiatives.Career Highlights* Led turnaround of illiquid balance sheet and non-performing investment portfolio for Northwest Federal Credit Union as CFO. Grew net income 70% in 1 year – on track for 25% YOY net income in year 2.* Identified funding and operational gaps needed to deliver organizational growth strategy for Fluor Corporation. Rebuilt Treasury, Risk, Investment, and Retirement Benefit plan structures and operations. Member of exceptional executive team that led material growth from $9B to $40B in backlog.* Nominated by CEO of Fluor Corporation to lead organization-wide Leadership Development Forum consisting of 12 VP level cross-functional leaders from across the organization. Chaired successful Leadership Development Forum including pipelines for all functions.Specialties: Leadership & Team Building • Corporate Finance & Accounting Operations • Global Treasury Controls • Employee Engagement & Mentor • Liquidity Management & Forecasting • Risk & Cash Management • People Development & Coaching • Complex Investment Portfolio Management • Tax & Credit Strategies • IT Infrastructure & Applications • Expert Analytical & Modeling Capabilities

Experience

1. President & CFO

   Cliq

   Jul 2024 — Present · Costa Mesa, CA, US

Education

• Pepperdine Graziadio Business School

  MBA, Finance

• The Wharton School

  Executive Education - Portfolio Management

• Thunderbird School of Global Management

  Executive Education

• Center for Creative Leadership

  Executive Education, Leadership at the Peak

• Stanford University

  Political Science/International Relations

• London School of Economics

  Executive Education, Strategy

Skills

• Mergers & Acquisitions
• Investor Relations
• Hedging
• Fx Options
• Bonds
• Strategy
• Management
• Talent Management
• Cash Management
• Credit Analysis
• Cash Flow Forecasting
• Investments
• Project Finance
• Executive Management
• Sarbanes-Oxley Act
• Project Management
• Asset Managment
• Banking Relationships
• Forecasting
• Contract Management
• Managerial Finance
• Business Strategy
• Treasury Management
• Cash Flow
• Energy
• Treasury
• Banking
• Structured Finance
• Risk Management
• Financial Reporting
• Foreign Exchange
• Credit
• Financial Modeling
• Portfolio Management
• Mergers
• Due Diligence
• Contract Negotiation
• Loans
• Liquidity Management
• Equities