Jessica Claire
, , 100 Montgomery St. 10th Floor (555) 432-1000,
Professional Summary

Dedicated Finance Director with proven record within the areas of financial decision making and company-wide policy development. Talent for overcoming operational issues and driving proactive improvements. Offering 15+ years' experience in financial leadership, financial reporting and stakeholder support.

  • As Finance Director for Stockton East Water District completed the refunding of existing certificates of participation which resulted in expected savings over the life of the debt of more than $3 Million. Recently lead and executed a rate reset with the current debt holder to further extend those savings in excess of an additional $1 Million.

  • As Finance Director for Stockton East Water District initiated a “Fresh Start” of CalPERS' amortization of the bases for the District's Unfunded Accrued Liability (UAL). The Fresh Start along with an additional discretionary payment will yield estimated savings over $2 Million. Since the initial transactions I have analyzed budget opportunities and recommended additional discretionary payments via board approval which have led to additional estimated savings of more than $1 Million.

  • As Finance Director of Stockton East Water District produced analysis and led the charge in moving services away from County provided options to alternative options which will yield projected annual savings of $20,000.

  • As Accountant for Stockton East Water District, lead financial software database re-design and re-implementation which reduced budgeted application development line-item costs from $500,000 to $50,000.

  • As Accountant for San Joaquin Regional Transit District, resolved ongoing issues with its Fixed Assets module which involved extracting, organizing, and analyzing thousands of lines of transactions accumulated from an 8-month backlog and reconciling the data to the general ledger. Due to the recession and budgetary constraints, was called to take on duties of a full-time Accounts Receivable staff member, serve as the backup to our Grants specialist and lead a fledgling operational analysis team in reviewing and presenting operational factors and corresponding analysis to the CFO and other key stakeholders.

  • As an Accountant for first employer, led the transition from a rudimentary record-keeping system to a formal Quickbooks-based accounting system which led to the preparation of the company’s first formal financial statements which were used to seek bank and investor support for the company's multi-year projects.

  • Financial Management
  • Operational Analysis
  • Budget Planning
  • Judgement and Decision Making
  • Complex Problem Solving
  • Relationship and Team Building
  • Policy Development
  • Strategic Planning and Execution
  • Effective Communicator and Public Speaker
  • Versed in various professional and financial software packages and adept at mastering new packages
Work History
09/2013 to Current Finance Director Calhoun Intermediate School District | Marshall, MI,

  • Verified compliance of financial policies and accounting procedures against federal regulations.
  • Monitored budget, revenue, and variance trends for $30+ million budget, regularly apprising General Manager of District's financial standing.
  • Managed day-to-day operations within 4-person finance department for Special District.
  • Produced reports outlining financial data to assist management with making strategic plans and operational decisions.
  • Used governmental financial software to prepare monthly reconciliation of bank accounts and take corrective actions on deviations.
  • Performed routine closings, maintained clean, accurate and accessible records, and kept close eye on transaction updates throughout each quarter.
  • Oversaw budgets, payroll, and accounts payable and receivable.
  • Directed budget development, creation of budgetary controls and recordkeeping systems and investment management.
  • Authored, evaluated, and reviewed analytical, ad-hoc, and memorandums to highlight company actions and issues to key stakeholders including staff, management, and District Board of Directors.
  • Identified and investigated variances to financial plans and forecasts.
  • Prepared monthly journal entries and reconciliations.
  • Handled month-end and year-end end finances by managing and reporting fixed assets and other data.
07/2011 to 09/2013 Trust Accountant Caliber Home Loans, Inc. | Remote, FL,

Handled full accounting duties for 7 different trusts including for each:

  • Wrote financial statements and consolidations after reconciling general ledger accounts and preparing and posting journal entries
  • Performed Accounts Payable, Accounts Receivable and Cash Receipts
  • Performed bank reconciliations
  • Prepared tax forms and tax withholding payments for both state and federal taxes
  • Completed year-end closing processes with controllers and external auditors
  • Prepared yearly 1099's
12/2008 to 07/2011 Accountant I Marshfield Clinic | Minocqua, WI,
  • Updated and maintained fixed (capital) assets module
  • Organized annual physical inventory of capital assets per FTA regulations
  • Recorded depreciation and disposal of capital assets as well as related equity journal entries
  • Reconciled assets module information with general ledger and job ledger
  • Prepared necessary journal entries and monthly reconciliation reports
  • Prepared reports for auditors for use in external reporting (CAFR)
  • Prepared invoices for trade, consignment, advertising, grants, and miscellaneous accounts
  • Reconciled A/R and G/L accounts
  • Prepared journal entries for trade and capital receivables and revenue accounts
  • Reviewed aging, prepared statements and made collection calls
  • Acted as back-up grants specialist assisting with capital budgets, project management and acting as reporting agent for Transit District.
09/2006 to 12/2008 Accountant Autozone, Inc. | Long Beach, CA,
  • Performed full-cycle Accounts Payable and Accounts Receivable
  • Performed monthly bank reconciliations
  • Prepared bi-weekly payroll
  • Prepared tax forms and tax withholding payments for both state and federal taxes
  • Prepared yearly 1099's
  • Maintained worker's compensation records and submitted worker compensation reports
  • Maintained human resources and client files
  • Filed and maintained lien paperwork

Expected in MBA | Accounting Emphasis Bellevue University, Bellevue, NE GPA:
Expected in BA | Economics, English Minor University of California - Davis, Davis, GPA:

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School Attended

  • Bellevue University
  • University of California - Davis

Job Titles Held:

  • Finance Director
  • Trust Accountant
  • Accountant I
  • Accountant


  • MBA
  • BA

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