JODI COAKWELL
Summary
Highly collaborative Director of Finance with strong skills in statistical analysis and performance. Poised and sharp with skill to translate financial metrics into actionable details. Exceptional performance outlining strategic financial directions for business growth.
Overview
26
26
years of professional experience
Work History
Director of Finance/Controller
Field Law
2019.05 - Current
- · Financial Reporting : Development, preparation and presentation of financial statements, management reporting and analysis to stakeholders to ensure visibility of the firm's performance, profitability, and key performance indicators.
- · Financial and Trust Compliance : Ensuring compliance with financial accounting standards and rules in accordance with LSA and LSNWT. Includes coordination and oversight of the annual financial review and annual trust audits.
- · Financial Planning and Analysis: Development, preparation, and oversight of the financial planning process, including annual budgeting, forecasting, and financial analysis. Provides strategic guidance to the firm's partners and management team based on financial insights and trends.
- · Financial Controls: Establishing and maintaining internal controls to safeguard the firm's assets, prevent fraud, and ensure accuracy in financial reporting. This includes developing and enforcing financial policies and procedures.
- · Partnership Capital: Responsible for the valuation of Partnership Capital, distributions to Partners, and recapitalization process.
- · Cash Flow Management: Monitoring cash flow and liquidity to ensure the firm can meet its financial obligations and capital investments when needed. This includes managing draws, cash reserves, billing processes, collections, banking facilities/lending and disbursements efficiently.
- · Risk Management: Identifying financial risks and implementing strategies and recommend policy changes to mitigate them. This might involve compliance risks or identifying and addressing potential bank fraud vulnerabilities.
- · Financial Strategy and Decision Support: Collaborating with the firm's leadership team to develop and execute financial strategies aligned with the firm's overall goals. Providing financial insights and analysis to support decision-making on matters such as pricing, cost savings initiatives, billing rates, contingencies, leasing options, and changes of key processes to improve efficiencies and profitability.
- · Technology and Systems: Overseeing the implementation and optimization of financial systems and technologies to streamline processes, improve efficiency, and enhance data accuracy and reporting capabilities. Currently assigned the role of “Business Owner” of the Aderant implementation and a key member of the steering committee.
- · Strategic Partnerships and Vendor Management: Evaluating and managing relationships with external vendors, such as financial institutions (mainly TD), accounting firms (MNP), and IT service providers, to ensure cost-effective and high-quality services that support the firm's financial operations.
- · Continual Improvement and Professional Development: Staying informed about industry trends, best practices, and regulatory changes affecting the legal and financial sectors. Continuously seeking opportunities to improve financial processes and systems within the firm and fostering professional development among the finance team.
Divisional Controller
Cervus Equipment Peterbilt
2018.08 - 2019.05
Director of Finance/Financial Controller
Quanta Telecom Canada
2016.12 - 2018.02
Divisional Controller
Essential Energy Services
2013.11 - 2016.03
Controller
WoodGroup PSN
2011.12 - 2013.11
Assistant Controller
Nabors Drilling
2008.07 - 2011.12
- Ensured integrity of general ledger accounts through regular reconciliations, adjustments, and detailed documentation.
- Streamlined month-end closing procedures, reducing time spent on manual tasks and increasing efficiency.
- Facilitated cross-functional collaboration by partnering with other departments on special projects aimed at improving overall company performance.
- 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.
Accounting
Emerson Process Management LLC
1998.06 - 2008.07
Education
CPA, CMA -
Certified Professional Accountants of Canada
Calgary, Alberta05.2000
Bachelor of Commerce (Honours) - Accounting
Memorial University of Newfoundland
St John’s, NL05.1997
Skills
- Regulatory Compliance Knowledge
- Analytical and Critical Thinker
- Process Improvements
- Budget Planning and Development
- Relationship and Team Building
- Cross-Functional Collaboration
- Management Team Leadership
- Policies and Procedures
- Innovative and Visionary
- Financial Leadership
- ERP System Implementation
- Financial reporting and analysis
- Audit Coordination
- KPI Tracking
- Prioritizing and Planning
Languages
English
Timeline
Director of Finance/Controller
Field Law
2019.05 - Current
Divisional Controller
Cervus Equipment Peterbilt
2018.08 - 2019.05
Director of Finance/Financial Controller
Quanta Telecom Canada
2016.12 - 2018.02
Divisional Controller
Essential Energy Services
2013.11 - 2016.03
Controller
WoodGroup PSN
2011.12 - 2013.11
Assistant Controller
Nabors Drilling
2008.07 - 2011.12
Accounting
Emerson Process Management LLC
1998.06 - 2008.07
CPA, CMA -
Certified Professional Accountants of Canada
Bachelor of Commerce (Honours) - Accounting
Memorial University of Newfoundland
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