JODY MATTHEW HEYROTH, CPA 

5460 S. Quail Way
Littleton, CO  80127
303-904-9710
jheyroth@du.edu



Financial professional and entrepreneurial 
problem solver, with experience in public 
accounting, assurance services, and small business.  
Rare combination of ability to analyze detailed 
accounting transactions and processes, together 
with “big-picture” decision making, based on 
long-term financial and operational planning.  
Drawn to opportunities for providing guidance, 
encouragement, and support in achieving goals and 
success.  

Specific expertise in:
 
> Budgeting
> Activity Forecasting
> Financial and Operational Analysis 
> Financial Reporting
> Program Management
> Leadership
> Complex Problem Solving
> Coaching, Facilitating, and Consulting
 


EDUCATION AND CREDENTIALS

MBA – Corporate Finance, Daniels College of 
Business, 
University of Denver (currently in progress)
BSBA – Finance and Accounting, Colorado State 
University (1998)

Certified Public Accountant, State of Colorado 
(2000)



FINANCIAL EXPERIENCE


Great West Life Annuity & Insurance Company – 
Denver, CO 
(2001 – present)
Assistant Manager, Internal Audit

Examine, improve, and optimize financial and 
operational issues and variables, in response 
to initiatives as defined by the CFO, board of 
directors, or executive team.  

> Consult to managers and directors, to 
recommend appropriate measures, minimizing 
financial risk and maximizing operational 
efficiency
> Investigate details and global process to 
determine where financial errors and operational 
inefficiencies reside, to affect accurate 
financial reporting, profitability and business 
success
> Create detailed visual and narrative flow-
charting of client processes (using Visio), 
including monthly financial reporting, to 
document and identify best practices
> Assess financial and operational controls for 
core business products in cooperation with 
external auditors, to comply with Federal 
reporting requirements
> Supervise and mentor members of internal audit 
department, ensuring accuracy in testing 
procedures and effective client communication   
> Successfully assemble cross-functional teams 
of client groups (up to 8 members), establish 
objectives, initiate problem solving process, 
and determine and assign action items on a 
go-forward basis 
> Coach clients on error prevention and detection, 
and initiate and facilitate discussions between 
various parties within the company, relating 
effectively to people at various ranks and levels   


Grant Thornton LLP – Denver, CO (1999 – 2001)
Auditor
  
Developed and maintained relationships with 
private, non-profit, and governmental 
organizations.  Analyzed financial transactions, 
balance sheet and income statement items, and 
financial and budget variances (including ratio 
and trend analysis).  Prepared and presented 
financial statements, including footnote 
disclosures.  

> Consulted with client to recommend steps to 
increase efficiency and achieve long-term goals 
> Assimilated fragmented pieces of information, 
to conclude relevant business decisions and made 
specific, impromptu decisions regarding engagement
> Analyzed internal controls, and recommended 
improvements to reduce unnecessary business risk
> Planned and managed all aspects of client 
engagement, including needs assessment, project 
budgeting, scheduling and staffing requirements
> Managed client conflicts and eased tension 
surrounding audit, to facilitate fluid engagements
> Supervised audit staff, assigning and evaluating 
work, for adherence to professional guidelines
 

ABC Pediatric Medical Clinic, PC – Glenwood 
Springs, CO 
(1995 – 1998)
Family-owned pediatric practice of 9 full-time 
employees, primarily serving indigent Spanish 
population in a small Colorado mountain town 

Business Consultant  

Advised business owners on financing alternatives, 
marketing strategies, and management techniques, 
including corporate restructuring, utilization of 
employees to maximize efficiency and effectiveness, 
and final exit strategy.

> Transitioned to this position after one year as 
Office Manager
> Forecasting and planning through cash flow 
analysis 
> Financial planning through historical and 
trend analysis

Office Manager
  
Hired, trained, and supervised front office staff.  
Planned and forecasted daily/monthly/quarterly 
revenue and cash flows.  Quarterly and annual 
financial reporting.  Bookkeeping, including 
maintenance of check register and accounts 
receivable/payable.   

> Quickly promoted to this position, from Accounts 
Receivable Clerk, after one year
> Major role in establishing a joint satellite 
office, including market analysis, forecasting, and 
public polling
> Mediation and conflict resolution between 
personnel, clients, and insurance companies



OTHER BUSINESS EXPERIENCE


Web Site Developer, Freelance – Fort Collins, CO 
(1998) 

Assistant IT Training Coordinator, Animal and 
Plant Health Inspection Service, USDA – Fort 
Collins, CO (1998)



COMMUNITY INVOLVEMENT


Economics Consultant, Junior Achievement, Dakota 
Ridge Middle School – Littleton, CO (2001 – 2002)

Accounting Lecturer/Mentor, State of Colorado High 
School Accounting Education Initiative (2001 – 2002)



PROFESSIONAL ASSOCIATIONS


American Institute of CPAs (2000 – present)
Colorado Society of CPAs (2001 – present)
Institute of Internal Auditors (2001 – present)



SUMMARY OF FUNCTIONAL SKILLS


Finance Skills

> Analysis of risk and return, dividend policy, 
capital budgeting and capital structuring
> Financial planning of cash flows through 
historical and trend analysis
> Long-term and short-term forecasting of 
revenue and income
> Market/Security tracking and analysis for 
trends
> Using financial derivatives including futures, 
forwards 
and swaps for hedging and arbitrage
> Foreign exchange, exposure, hedging, trading 
and international 
markets

Accounting Skills

> Production of Financial statements including: 
Balance Sheet, Income Statement, Statement of 
Retained Earnings, Statement of Cash Flows
> Knowledge of Generally Accepted Accounting 
Principles (GAAP) and accounting trends
> Maintenance and reconciliation of General 
Ledger, including accrual and deferred management 
> Using accounting data for planning and 
controlling business operations
> Accounting for process costs, joint products 
and by-products
> Cost accounting analysis for budgeting and 
efficiency purposes 
> Accounting for partnerships and branches/
subsidiaries of parent 
corporations