Winston-Salem, NC CFO
29 Years of Experience
Jeanette Sullivan, C.P.A. holds an MBA from Duke University's Fuqua School of Business. Her broad and diversified career, which includes executive level financial management and IT experience, is complemented by high energy, a positive can do attitude, and a genuine enthusiasm for helping her clients succeed. She has the ability to provide exceptional guidance and support in accounting, finance, treasury, organizational management, and international matters and can assist privately-held business owners and managers with on-site chief financial officer services on an as needed basis.
Throughout her 25 year career, Jeanette has helped companies grow, improve profitability, increase cash flow, and manage dramatic changes. She has extensive experience in family owned, private equity-backed and publicly held companies in the following industries:
Jeanette's strengths include the ability to plan and execute both strategically and operationally, effectively manage change, identify future business opportunities, apply strong analytical and problem solving techniques, and enhance business processes. She prides herself on being able to effectively develop, summarize and communicate financial information to non-financial managers. Some areas of expertise include:
Experience and Key Achievements
Most recently, Jeanette was CFO of an alternative investment asset manager with managed assets of $2.2 billion US. She restructured the accounting and finance functions, recruited new team members, enhanced current IT support systems, and developed operating goals and guidelines to promote efficient and timely performance. Additionally, she incorporated acquisitions of approximately $800 million spanning 5 new countries. Jeanette also established custodial services, central administrative services, domiciliary services and daily operating procedures for a Luxembourg regulated (CSSF) fund. Both domestically and internationally, Jeanette managed quarterly investor reporting, financial reporting, financial and statutory audits, NAV and return calculations, VAT reporting, tax reporting, cash flow and management, currency exchange and management, back office service providers, tax advisors and bookkeepers. Because of the wide range of countries involved, Jeanette paid particular attention to ensure tax and legal compliance with regulations for the 95 entities in all the invested countries, including US, Brazil, Estonia, Guatemala, Hungary, Luxembourg, South Africa, Romania, Latvia, Paraguay, Uruguay, and Austria.
Over the course of 10+ years spent as a consultant, Jeanette provided her clients with IT implementation services, dispute analysis and investigative services, bankruptcy services, and insurance claims services. Significant projects include:
Jeanette has a B.S. in Accounting/Accounting Information Systems from Virginia Polytechnic Institute and State University (Virginia Tech) and an MBA from Duke University. She is a licensed CPA in North Carolina, as well as a Certified Global Management Accountant (CGMA).
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About Jeanette Sullivan
Duke University Virginia Polytechnic & State University (Virginia Tech)
Certificates & Licenses:
M.B.A. B.S. Accounting / Accounting Information Systems C.P.A. North Carolina CGMA
AICPA The Financial Executives Networking Group (FENG)