Accounting Management

Jerry Schulz, MBA ***** Salida St, Commerce City, CO 80022

***********@*****.*** • Home 303-***-**** • Cell 303-***-****

Summary of Qualifications

• Regular company data review and reporting to senior management.

• Accomplished in preparing variance analysis with explanations.

• Extensive experience creating and generating internal and external reports.

• Experienced in researching and documenting the entries to be posted to the General Ledger.

• Created the annual budget.

• Three years of accounting experience.

• Four years of financial reporting experience.

• Two years of financial analyst experience.

• Advanced Excel skills.

Profile

Detail oriented senior accountant/business analyst with excellent analytical and problem solving skills.

Expertise in preparing and analyzing financial statements, ledger accounts, and financial reports. Strong

background in the financial services industry with advanced knowledge of Excel and high proficiency in

database management. Very organized and resourceful with the ability to collect, organize and assimilate

large amounts of information.

Experience

TIAA CREF, Denver, CO 2010 to 2010

Performance Reporting Analyst II

Automated several items to ensure time efficiency and quality of reports. Accomplished numerous

analytical and performance reporting projects that significantly improved the ability to validate

performance data and provide data to other departments.

• Performed in-depth analysis regarding ad hoc requests from various departments.

• Validated the accuracy of performance data including the net and gross returns, after tax returns,

fiscal year-to-date returns, GIPS Compliance, risk statistics, and SEC yields.

• Worked on problems of diverse scope where analysis of data required evaluation of identifiable

factors.

• Prepared various performance packages and reporting schedules for clients.

• Created various Crystal reports and queries to pull/organize data from Oracle database.

Old Mutual Capital, Denver, CO 2006 to 2010

Senior Corporate Accountant & Business Analyst

Accomplished numerous analytical and financial reporting projects in conjunction with the regular duties

of corporate accounting. Assumed many responsibilities that were previously completed by the CFO &

controller - automated many items to ensure time efficiency and quality of reports.

• Created ad hoc reports and charts for the CFO, CEO & controller which assisted with planning future

actions and reviewing historical results.

Jerry Schulz, MBA

• Automated and assumed responsibility for the monthly reporting package that was sent to the parent

company which significantly reduced the hours required to complete the report and improved

accuracy.

• Wrote the monthly Executive Summary which was previously completed by the CFO.

• Modified, analyzed and automated the income side of the annual budget which significantly lowered

the time required to repeat this process.

• Completed various corporate accounting duties such as: month-end journal entries, reconciling

general ledger accounts, preparing intercompany billing and preparing monthly allocations.

Regulatory Reporting Senior

Directed reporting team to develop and deliver superior quality reports, within required timelines, for SEC

filings and external reporting. Established procedures and managed performance to improve regulatory

reporting.

• Supported management team through analysis of potential product offerings.

• Reviewed internal controls and created policies/procedures for SOX compliance.

• Managed and trained team to streamline reporting process.

• Liaison between various internal and external parties - legal, marketing, compliance, typesetter,

auditors, etc.

• Designed macros, databases & spreadsheets that resulted in a great reduction in time spent

reviewing and a decrease in the possibility of errors.

Janus Capital Group, Denver, CO 1999 to 2006

Financial Reporting Senior

Directed reporting team to develop and deliver superior quality reports within required timelines for SEC

filings and external reporting. Established procedures and managed performance to improve regulatory

reporting.

• Designed, completed & analyzed ad hoc reports.

• Streamline the reporting process which saved over 50 hours per month.

• Trained 10 staff to utilize the new reporting process.

• Liaison between various internal and external parties - legal, marketing, compliance, typesetter,

auditors, etc.

• Designed macros, spreadsheets & databases queries to greatly decrease the time spent reviewing

and also to lower the possibility of errors.

Fund Accountant

Administered the general ledger accounting for three mutual funds. Analyzed expenses and set up future

accruals. Completed monthly/annual reconciliation of accounts and researched exception items.

Education

Metropolitan State College of Denver, Denver, CO Current

Working towards Accounting and Management Information Systems majors

Regis University, Denver, CO 2002

M.B.A., Finance & Accounting

Jerry Schulz, MBA

University of Wisconsin - Eau Claire, Eau Claire, WI 1992

M.S., Psychology

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