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Work Background
Finance and Netsuite Consultant
Jessica Lin ConsultingFinance and Netsuite Consultant
Feb. 2024United States, BostonJessica Lin is a finance and operational transformation consultant with deep expertise in scaling consumer brands and leading ERP migrations from QuickBooks to NetSuite. She specializes in building the financial, operational, and inventory infrastructure companies need to successfully transition from founder-led systems into scalable, data-driven organizations.
Executive Director, Finance
Sol de JaneiroExecutive Director, Finance
Jan. 2017 - Jun. 2022New York, NY■ Supported the CFO in working with the Controller, Director of FP&A, and Director of Supply Chain to provide visibility and understand fluctuations in revenues, expenses, and other key metrics on a monthly basis ■ Responsible for managing the Wholesale NA and International P&L’s including promotion strategy, marketing spend and overall profitability with General Manager, creating annual budget and monthly reporting ■ Responsible for monthly close process for Wholesale NA and International P&L’s which includes monthly and quarterly board decks ■ Responsible for managing Inventory Manager for monthly reporting and accurate COGS analysis ■ Led, managed and guided KPI analysis, including product and market analysis for the whole company ■ Project Manager for integrations of 3PL, Shopify, Amazon FBA, and Bill.com to Netsuite ■ Supported the CFO in audit and due diligence processes for sale of the company ■ Member of Executive team that led to the sale of Sol de Janeiro to L’Occitane at the end of 2021
Head of Finance
Sol de JaneiroHead of Finance
Jan. 2017 - Jul. 2020New York, NY■ As 8th employee of a rapidly grown business, stepped in to create and manage the Finance, HR, Planning (Finance and Production), Inventory and IT departments. This included developing all processes used for the company as we grew from a $3M business to $40M business in less than 3 years. ■ Developed all accounting processes and successfully migrated from Quickbooks to Netsuite for the company which included training all staff ■ Created and managed P&L, Balance Sheet, Cash Flow, Inventory and COGS including budgets, monthly close, analysis, forecasting, and driving financial results singlehandedly until creation of Finance Team in Dec 2018 ■ Created and managed internal order processing systems with 3PL ■ Led Supply Chain team which included managing New Product Development, Production Planning, and Warehouse management for 6 months while transitioning heads of departments ■ Successfully led a warehouse and 3PL move which included new system integration and inventory management ■ Led the Annual Operating plan and monthly financial planning process for the Company ■ Led the company’s 5 year strategic plan ensuring Executive and cross-functional alignment ■ Provided guidance to financial business partners and across the company ■ Created and Managed bank relations which allowed for securing a $7M bank loan ■ Managed audit and due diligence processes for first round funding ■ Created and managed Finance Team (3), Director of FP&A, HR Director, Office Manager and IT Manager
Owner & Small Business Consultant
Jessica Lin ConsultingOwner & Small Business Consultant
Feb. 2013 - Jan. 2017New York, NY■ Work with small business owners to evaluate current business practices including financial reporting, inventory management, marketing strategy, and strategic planning ■ Develop customized Excel-based tools for small businesses to improve business processes and financial reporting ■ Responsible for bookkeeping, invoice processing and financial reporting for a public relations firm and research equipment company
Strategic Planning Director, Lifestyle Cluster
Time Inc. Consumer MarketingStrategic Planning Director, Lifestyle Cluster
Oct. 2010 - Oct. 2012New York, NY■ Managed overall circulation and profits for Lifestyle Cluster magazines and digital products. The Lifestyle Cluster portfolio includes the following 8 magazines and over $72M in profit: All You, Coastal Living, Cooking Light, Health, Real Simple, Southern Living, Sunset, and This Old House magazines. ■ Managed the circulation levels, including analysis, forecasting, and communication of findings which requires collaborative relationships with brand marketers to understand the sources and dynamics of subscription and single copy generation ■ Managed communication of circulation base and financial information with senior management, including Marketing VPs/Directors, General Managers, Publishers, Ad Sales & their teams for the brands ■ Responsible for monthly accounting close process, revenue forecasting, inventory management, annual corporate budget process, and Audit Bureau of Circulation statement preparation ■ Chosen to spearhead a task force re-engineering annual corporate budget process
Finance & Retention Director, Real Simple Magazine
Time Inc. Consumer MarketingFinance & Retention Director, Real Simple Magazine
Jul. 2008 - Dec. 2008New York, NY■ Managed overall circulation and circulation profits through P&L management and strategic marketing management of subscription and newsstand generation ■ Managed and develop retention marketing strategy including premium usage and development. ■ Managed Marketing Manager and Associates on Retention, Donor and Inserts subscription generation and analysis ■ Managed Financial Manager and Associate on overseeing monthly accounting close process and revenue and net paid forecasting.
Business Manager, Real Simple
Time Inc. Consumer MarketingBusiness Manager, Real Simple
Apr. 2007 - Jun. 2008New York, NY■ Managed the magazine’s overall circulation and circulation profits through P&L management, balance sheet management, monthly accounting close process, revenue and net paid forecasting, inventory management, corporate budgeting process, and Audit Bureau of Circulation statement preparation. ■ Analyzed all marketing channels to evaluate their impact to the P&L and to net paid levels through short term and long term forecasting and planning. ■ Managed Associate by overseeing accounts receivable, deferred income, and revenue recognition.
Consultant, Strategy and Innovations Group
Time Inc. Consumer MarketingConsultant, Strategy and Innovations Group
Jun. 2005 - Jun. 2014New York, NY■ Evaluated current data, forecasting and projection tools to develop and create more efficient tools using an outsourced team in India ■ Developed two tools that have at least halved the previous working time
Project Manager, Information Management
Time Warner Retail Sales & MarketingProject Manager, Information Management
Feb. 2004 - Jun. 2005New York, NY■ Managed newly created team of five in the initiation and development of a Centralized Order & Regulation (COR) inventory management system to accurately and efficiently track wholesale/retail supply, distribution, sales and returns. ■ Responsible for managing all phases of the COR project from inception to report delivery. ■ Interacted extensively with internal/external clients, IT, and end users to ensure the appropriateness and reliability of the COR system.
Associate Research Manager, Information Management
Time Warner Retail Sales & MarketingAssociate Research Manager, Information Management
Jul. 2003 - Feb. 2004New York, NY■ Developed and reported sales projections, marketshare analysis, and competitive tracking for several weekly and monthly titles. ■ Developed methodology for competitive analysis to place client titles in optimal branding positions. ■ Managed Assistant Research Manager in analyzing and interpreting store-level data to support marketers.
Assistant Research Manager, Information Management
Time Warner Retail Sales & MarketingAssistant Research Manager, Information Management
Jul. 2002 - Jul. 2003New York, NY■ Developed and reported sales projections, marketshare analysis, and competitive tracking for several weekly and monthly titles. ■ Developed methodology for competitive analysis to place client titles in optimal branding positions. ■ Managed Assistant Research Manager in analyzing and interpreting store-level data to support marketers.
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