Customer Service Human Resources

Jason L. Forbord, CPA **** Briarwood Lane - Baxter, MN 56425 - 218-

***-**** - ************@*******.***

Qualifications for Accounting/Financial Management

Offers nearly 20 years of experience as a controller and CPA, contributing

to cost savings and providing timely, accurate, and useful financial data.

Comprehensive background in finance, accounting, budgeting, and expense

control is complemented by an ability to oversee both start-up and day-to-

day operations. Supports senior decision makers in ensuring quality

results by applying talents in team building, problem solving, change

management, and training. Excels in initiating and maintaining strong

relationships with banks, investors, and vendors. Knowledgeable regarding

financial regulations and reporting systems. Possesses exceptional

communication, negotiation, and customer service skills along with broad

software expertise and demonstrated abilities in process improvement.

Notable Highlights

o Sustained corporate profitability through four years of funding cuts by

training and assisting divisional administrators on budgetary oversight

tools.

o Saved companies $100,000+ and reduced payoff time by proposing and

completing the refinancing of corporate properties.

o Cut workers' compensation insurance costs by $30,000-$40,000 per year by

recommending that a new corporation be established to handle

administrative oversight of existing corporations.

o Maintained accounting department staffing levels for over 12 years-as

companies doubled in size-by streamlining processes.

o Successfully negotiated maintenance of current funding levels of client

per-diem rates, avoiding cuts.

o Consolidated 30+ bank accounts to 11 by using swing and checking accounts

to improve cash flow management and internal controls.

o Advocated for mergers of closely held corporations and completed the

consolidations.

o Set up four new corporations, including federal and state filings.

o Increased employee retention and virtually eliminated overtime by

instituting corporate staffing patterns.

Core Responsibilities

Finance, Accounting & Tax

< Managed all financial operations for eight multi-divisional corporations,

including monitoring accounting department functions, staff, and policies

as well as performing analysis, compilation, review, and audit duties.

< Analyzed, developed, and recommended long-range financial goals and

business opportunities.

< Prepared financial statements in accordance with Generally Accepted

Accounting Principles (GAAP); presented statements to the Board of

Directors.

< Reviewed and reconciled general ledger accounts to supporting

documentation, subsidiary ledgers, and inter-company accounts.

< Provided asset/liability management, including cash flow, long-term debt,

lines of credit, and internal controls.

< Assisted public accountants in preparing corporate tax returns and year-

end work papers.

< Served as in-charge accountant for multiple client accounts; supported

clients with financial analysis, business planning, consulting, and

conflict resolution.

< Prepared individual, partnership, corporate, non-profit, and fiduciary

tax returns.

Operations, Technology & Human Resources

< Negotiated county, state, and federal contracts; ensured contractual

obligations were met.

< Secured business insurance coverage, including quotes and renewals.

< Maintained IT systems, trained staff, and developed financial reporting

packages as well as import, export, and macro capabilities.

< Administered employee benefit plans.

< Developed HIPAA policies and implemented a privacy team as Security

Officer.

Career Track

Controller, Oakridge Holding Company, Inc., Brainerd, MN 09/1998 to 12/2010

Certified Public Accountant, Larson Allen, LLP, Baxter, MN 11/1996 to

09/1998

Staff Accountant, Kummet Larson Bluth & Co., LP, Brainerd, MN 09/1993 to

11/1996

Credentials

Bachelor of Science in Accounting, Minor in Business Administration -

Bemidji State University

Certified Public Accountant (actively licensed), State of Minnesota

Member: American Institute of Certified Public Accountants; Minnesota

Society of Certified Public Accountants

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