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director of finance vp of finance and controller resume example with 9+ years of experience

Jessica Claire
, , 609 Johnson Ave., 49204, Tulsa, OK 100 Montgomery St. 10th Floor
Home: (555) 432-1000 - Cell: - resumesample@example.com - : - -
Professional Summary

Versatile and accomplished Finance Officer with 7 years of senior-level experience leading finance operations in non profit and for profit industry. Proven strengths in aligning finance strategies with overall business objectives.

Skills
  • Critical Thinking
  • Risk Assessment
  • Problem Anticipation and Resolution
  • Quality Assurance
  • ERP: FundEZ, SAP, Great Plains
  • Payroll: Paycom, ADP, Paychecks
  • System: MS Office, HFM Oracle
Work History
09/2017 to 09/2021
Director of Finance/VP of Finance and Controller Vix Technology Denver, CO,
  • Consistent with the agency’s mission, identify and operationalize new technologies and systems, and implement those in existence already, for all financial systems so that they operate at maximum efficiency.
  • Assure compliance with regulatory standards of funding, governmental and auditing entities to ensure agency viability.
  • Provide oversight of Facilities Operations to ensure a stable agency infrastructure and maintain the functioning of HVCS offices.
  • Supervise and provide ongoing development of Finance staff to ensure sound fiscal management of the agency.
  • Work collaboratively with other directors and program managers to ensure appropriate contract spending that is fiscally responsible and meets program needs.
  • Keep Executive Director informed of the fiscal status of the Agency and work with him/her regarding overall proactive fiscal planning for the Agency.
  • Work with the Finance Committee of the Board of Directors in order to keep them informed of the fiscal status of the Agency and to solicit their participation in fiscal oversight.
  • Develop and monitor and provide oversite of the Agency’s Annual Budget as well as the Departmental Budgets.
  • Negotiate and maintain effective banking and credit relationships.
  • Management and oversight of Agency’s Cash Flow.
  • Establish and maintain relationships with vendors and negotiate payment plans as necessary.
  • Participate in the negotiation of all rental agreements, leases, and long term commitments.
  • Establish, update and implement sound and efficient financial systems including appropriate feedback loops that are necessary for the maintenance of effective internal controls, i.e., regarding purchase orders, monitoring of departmental budgets, etc.
  • Act as the primary liaison with outside Auditors and Accounting firms.
  • Oversee facilities operations for 9 offices.
  • Supervise the Facilities Operations Manager, Sr.
  • Accountant and the Staff Accountant.
  • Supervise the overall operations of the Finance Department including payroll and accounts payable.
  • Work collaboratively with all other Directors, and other staff, as necessary, on various projects, including funding applications, special events, workgroups, and planning meetings.
  • Attend and participate in Board meetings, Directors’ meetings, management meetings, periodic all-staff meetings, and monthly Finance Committee meetings.
  • Perform other duties as assigned by the Executive Director.
  • Assessed expansion plans and presented costs to forecast trends and recommend changes.
  • Established and enforced controls on revenue and expenses to protect company assets.
  • Verified compliance of financial policies and accounting procedures against federal regulations.
  • Mitigated process gaps and managed financial operational functions.
  • Set clear departmental objectives and developed effective strategies to achieve targeted goals.
06/2017 to 09/2017
Senior Accountant Vix Technology Denver, CO,
  • Process Journal entries in a timely fashion.
  • Review all disbursement and credit card requests; forward to AP Clerk.
  • Updates general allocation % into G/L.
  • Ensures general ledger accounts are kept current.
  • Manages and maintains the Chart of Accounts; enters all new accounts and codes.
  • Regularly reviews and reconciles balance sheet accounts including Prepaid and Security Deposit accounts Contracts/Revenue.
  • Manage and oversee the preparation of monthly contract vouchers and other reports.
  • Prepare monthly Health Home revenue entries.
  • Calculate adjustments and uncollectible amounts Fixed Assets.
  • Maintain fixed asset file.
  • Calculate depreciation expenses Purchasing.
  • Ensure correct entries are made to G/L.
  • Determine whether to expense or capitalize.
  • Establish and maintain relationships with vendors and negotiate payment plans as necessary.
  • Audit.
  • Assist Finance Director in preparing for audits by independent accounting firm and government funding agencies.
  • Coordinate annual audit; is the chief liaison to the auditors.
  • Works with auditors on the annual filings of IRS Form 990 and CHAR 500 filings.
  • Prepares year-end trial balance for submission to auditors.
  • Prepare schedules for auditors.
  • Process all adjusting entries.
  • Closes year-end Systems.
  • Ensure FundEZ accounting system is kept current.
  • Act as liaison to IT consulting group (Network Synergy).
  • Coordinates w/ Director to identify fiscal department’s technical requirements.
  • Budget.
  • Lead role in compiling HVCS annual budget (w/ Director).
  • Participate in preparation and review of contract budgets and modifications Financial reporting.
  • Produce monthly financial statements – includes Balance Sheet, Statement of Activities.
  • Prepare quarterly tax reports, and other government mandated reports.
  • Paycom/Payroll.
  • Primary fiscal liaison with Paycom.
  • Ensure staff allocations are kept current.
  • Input PAF data into Paycom.
  • Maintain bi-weekly journal entries to general ledger (w/Payroll Specialist).
  • Oversees tax reporting and related journal entries.
  • Collaborates with HR on leave accruals and computations Coordinate with Human Resources department regarding Paycom and employee benefits.
  • Wrote financial statements and consolidations after reconciling general ledger accounts.
  • Drafted variance reports, regulatory filings and related schedules.
  • Set up and improved accounting systems and processes to meet business needs and maximize operational success.
  • Evaluated and improved accuracy and completeness of financial records.
01/2017 to 04/2017
Senior Staff Accountant - Temp Position Benefytt Technologies, Inc Lake Mary, FL,
  • Assist with month-end close and financial reporting.
  • Prepare and record asset, liability, revenue, and expenses entries by compiling and analyzing account information.
  • Maintain and balance subsidiary accounts by verifying, allocating, posting, reconciling transactions; resolving discrepancies.
  • Review monthly budget variance reports, research and explain variances.
  • Prepare weekly productivity and personnel budgets.
  • Assist payroll, accounts receivable and accounts payable departments.
  • Tracked and documented all expenses.
  • Reviewed documents and accounts for discrepancies and resolved variances.
  • Prepared monthly journal entries and reconciliations.
04/2014 to 01/2017
Senior Accountant Intercos America, Inc City, STATE,
  • Perform monthly reconciliation of all bank accounts.
  • Perform all intercompany activities as well as reconciliations.
  • Analyze and record royalty reports on a monthly basis and process payments quarterly.
  • Supply auditors with all information regarding royalty for audit purposes on a quarterly basis.
  • Initiate and implement best practices of internal audit procedures.
  • Execute month-end close and financial reporting.
  • Process/Post weekly payroll and fringe benefits.
  • Manage financial aspects of federal, state, and local government contracts and grants.
  • Manage assets capitalization.
  • Assist in yearly audits.
  • Prepare and record asset, liability, revenue, and expenses entries by compiling and analyzing account information.
  • Maintain and balance subsidiary accounts by verifying, allocating, posting, reconciling transactions; resolving discrepancies.
  • Perform various account analyses regarding monthly, quarterly, and annually, as well as actual and forecasted detail.
  • Interact cross-functionally with various departments to provide financial insights and relevant reporting.
  • Prepare, review, upload, and post journal entries, which include Accrued Liabilities, Deferred Rent, Deferred Revenue, Loan Payable, etc.
  • Perform the monthly closing of financial statements and reconcile the general ledger (GL).
  • Process and maintain all prepaid accounts on a monthly basis.
  • Verify, allocate, post and reconcile accounts payable and receivable.
  • Ensure compliance with GAAP principles.
  • Develop and document business processes and accounting policies to maintain and strengthen internal controls.
  • Prepare, calculate and file sales tax.
08/2012 to 04/2014
Accounts Payable Clerk Intercos America, Inc. City, STATE,
  • Ensure input and timely payment of all vendor invoices by scheduling and preparing checks/wires.
  • Resolve purchase orders, contract, invoice, and/or payment discrepancies.
  • Process and audit of Employee Expense reports.
  • Assist in Month End Closing and Year end close.
  • Coding and entering invoices into SAP.
  • Interact with other departments for price issues/quantity discrepancies.
08/2011 to 02/2012
Bookkeeper - Internship Wellness Institute City, STATE,
  • Manage expenditure account and prepare expenditure statements.
  • Prepare insurance billing.
  • Perform administrative and clerical functions.
  • Prepare invoices, collect and issue payments.
  • Account for cash in various departments.
Education
Expected in 05/2017 to to
MPA: Health Care
LONG ISLAND UNIVERSITY - ORANGEBURG, NY
GPA:
Expected in 05/2015 to to
MBA: Finance
LONG ISLAND UNIVERSITY - ,
GPA:
Expected in 05/2012 to to
Bachelor of Science: Accounting
ST. THOMAS AQUINAS COLLEGE - ,
GPA:

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Resume Overview

School Attended

  • LONG ISLAND UNIVERSITY
  • LONG ISLAND UNIVERSITY
  • ST. THOMAS AQUINAS COLLEGE

Job Titles Held:

  • Director of Finance/VP of Finance and Controller
  • Senior Accountant
  • Senior Staff Accountant - Temp Position
  • Senior Accountant
  • Accounts Payable Clerk
  • Bookkeeper - Internship

Degrees

  • MPA
  • MBA
  • Bachelor of Science

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