Terri Jones is a Director at Fund Services Group. She leads the team within our Outsourced CFO Services area that focuses on team member onboarding/offboarding, corporate accounting, and financial planning for our clients. This includes onboarding our new clients, mapping and training new support processes and deliverables for her team, and ensuring service delivery meets client expectations and complies with any controls or regulatory requirements.

Prior to joining FSG, Terri served as a Vice President at CAZ Investments where her responsibilities included collaborating directly with the Chief Financial Officer to manage the human resources, and financial planning and reporting processes for the firm. Terri began her career managing the accounting department of a local manufacturing company. Terri holds a Bachelor of Business Administration in Accounting from the University of Houston Downtown, and is currently pursuing her Master’s Degree in Accounting.

Terri and her husband, Andreas, focus their free time on pursuing their passions in interior decorating, music, and their daughter, Kennadie.