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JH

Jill Heard

Chief Financial Officer at Next One Up
Intro Book
Jill Heard is a seasoned financial expert with 1 year 10 months of experience as Chief Financial Officer at Next One Up, complemented by 12 years of experience as a financial consultant and controller at various organizations.
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Location
Baltimore, Maryland, United States, US
Skills
  • Mergers
  • Financial Analysis
  • Accounting
  • Budgets
  • Financial Modeling
  • Show all
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Bio

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Jill Heard is a seasoned executive with a proven track record of driving financial growth and strategic planning. As Chief Financial Officer at Next One Up, she has spearheaded mergers and acquisitions, financial modeling, and budgeting initiatives, leveraging her expertise in corporate finance and private equity to drive business success. With a strong background in accounting and financial analysis, Heard has advised prominent clients, including CGA Capital, Belcara Health, and The Velvet Chocolatier, LLC, on responsible cash management strategies and industry regulatory compliance. Throughout her 12-year tenure at Calvert Street Capital Partners, Bravo Health, and The Shelter Group, Heard has honed her skills in financial business consulting, controller, and senior development analyst roles. Her experience has equipped her with a deep understanding of financial planning, budgeting, and investments, allowing her to navigate complex financial landscapes and drive business outcomes. Heard holds a Master of Business Administration from Fordham University and a Bachelor of Science in Accounting from Lehigh University, demonstrating her commitment to ongoing education and professional development. With expertise in mergers, financial analysis, accounting, budgets, and investments, Jill Heard is a trusted advisor and leader in the financial services industry.

Experience

  • Next One Up
    • Chief Financial Officer

  • Next One Up
    • Baltimore
    • Chief Financial Officer
      • Sep 2022 - Present
      • Baltimore

  • Self Employed
    • Financial Business Consultant
      • May 2011 - Jan 2024

      Financial consultant specializing in the planning and implementation of accounting and financial reporting functions of the organization, as well as developing responsible cash management strategies, including the appropriate use of credit and debt financing vehicles. Interfacing with Industry Regulators and external accounting, tax, benefit and financing professionals as required. Select Clients include: Next One Up CGA Capital Belcara Health Johnson Sokol Interior Design, LLC Catalyst IT Solutions, LLC The Velvet Chocolatier, LLC

  • Calvert Street Capital Partners
    • Controller
      • Mar 2007 - May 2011

  • The Shelter Group
    • Senior Development Analyst
      • Jul 2002 - May 2006

  • Bravo Health
    • VP Finance
      • Sep 1995 - Jun 2002

Education

  • Fordham University
    Master of Business Administration
  • Lehigh University - College of Business and Economics
    Bachelor of Science, Accounting

Suggested Services

This profile is unclaimed. These are suggested service rates with 0% commision upon successful connection

Industry Focus. “Financial Services”

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