Jann Leonard

Consultant @JCL Management Consulting

Sport FanExecutive Coach✔️ ITBusiness Owner💼 C-level ExecutiveAccountantInvestor Relations🧨 ConsultingBanking Operations🏦 Finance🏐 SportsLife CoachingAdvisorEngagement Manager

JCL Consulting has successfully facilitated several transitions, helping businesses to adapt to new environments, technologies, and strategies. As a Transition Consultant, Jann Leonard has played a crucial role in these successes. Her expertise in change management, project management, and strategic planning has enabled clients to smoothly transition during restructuring, mergers, or acquisitions. She has consistently demonstrated her ability to manage risks, mitigate issues, and ensure that all elements of the transition process align with the client's business objectives. Her commitment to delivering high-quality, tailored solutions has been instrumental in the company's growth and reputation.

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Work Background

JCL ConsultingTransition Management Consultant

May. 2023United StatesCreative. Efficient. Effective. Transition Leadership/Animal Welfare Organization: Fundraising Infrastructure, Volunteer Program Infrastructure & Execution, and Board Committees establishment: • Organizational analysis and design • Strategic planning • Change management / implementation • Leadership coaching • Build brand and community engagement 0 to 1 Product Development/Web App: whole person wellness and personal planning integrated solution • Market research and analysis • Target group interviews • Concept development • Commercialization modeling

Farmgirl FlowersChief Of Staff

Aug. 2022 - May. 2023

Lagunitas Brewing Company+ Volunteer Role: Speak-Up Program Trusted Representative (Elected)

Sep. 2020 - Aug. 2022Elected Volunteer Role

Lagunitas Brewing CompanyProgram Management Office

Jul. 2020 - Aug. 2022Petaluma, California, United StatesBuilt local PMO. Created the Governance, Cadence, Templates, Tools and Training to support our strategic priorities, resource allocation, change management discipline and landscape transparency. Additionally, partnered with our Global Team to transform and evolve into an efficient tomorrow. Proud to be a forward moving partner of this Global Organization !

Lagunitas Brewing Company+ Volunteer Role: Spokesperson/Culture Committee (Elected)

Jul. 2020 - Aug. 2022

Lagunitas Brewing CompanyBusiness Systems Manager

Jun. 2019 - Jul. 2020Petaluma, CaliforniaManaging the business system's resources that support the company's SaaS platforms (ERP + Procurement + Expenses) as well as applying program management oversight to full project catalog.

Brown Brothers HarrimanSr. Program Manager

Apr. 2015 - Jun. 2019

Brown Brothers HarrimanVice President, Relationship Executive

Sep. 2010 - Apr. 2015

J.P. MorganProduct Manager, Institutional Financial Accounting Services

Jun. 2008 - Sep. 2010Accounting product strategy (FASB, GASB and ERISA Plan Accounting) and implementations for the Institutional clients business book, including 401(k), 403(b), 401(a), and 457's.

Investors Bank and Trust/State Street BankRelationship Management: Institutional Asset Management Products

Feb. 2004 - Jun. 2008Strategy, product development, sales support, risk management and product profitability • GAAP compliance (FASB & GASB) • Align with the Firm’s distributed operating model global strategy • Product pricing and deal team representation • Product 1/3/5 Strategy, p/l management, forecasting and budgeting • Risk oversight and acceptance through monthly committee review

AMVESCAP Retirement/Bank of America Director/Client Administration

Jun. 1999 - Feb. 2004Boston, MA and Smithfield, RI • Managed 45 Client Administrators, Accountants and Auditors responsible for 400+ clients • Products: 401(k), 403(b), 401(a), ESOPs, Defined Benefit Plans • Staff hiring, development, terminations, and reduction in force planning • Developed and implemented a mentor program for senior accountants to coach junior and/or new accountants • Vendor management • Successfully managed three platform migrations