Accounting Self Employed

Jennifer Jones, CPA

**** ********* ******, ******** *******, CO 80922

(H) 719-***-**** E-Mail: ************@*****.***

PROFILE

Accounting Manager with over 18 years experience in diverse aspects of financial operations. Demonstrated proficiency in:

Operations Management

Budgeting and Strategic Planning

Financial Analysis/Forecasting

General Accounting and Audit

Taxation

Finance/Eligibility Systems Admin/Programming in Access and Crystal Reports to insure

Database accuracy and integrity

Strong Communication and Computer Skills

Self Management

EDUCATION

B.A. in Accounting, 1994, University of West Florida

Certified Public Accountant (CPA), CO

MBA at UCCS is currently in process

EXPERIENCE

Self Employed CPA (01/2010 - Present)

I started taking courses towards my MBA at the University of Colorado here in Colorado Springs. Assisted some past clients with financial situations as they encountered them. Worked via internet for another CPA out of state with collecting, printing and mailing out payroll checks for her clients. The job market was tight when applying for positions. Had time to assist my uncle during his recovery from a major ankle surgery. I am pro-active in obtaining a position outside of the home so I can make a difference by become a valuable team member again with a company that shares the same goals. I am dedicated and experienced in a vast amount of areas that, I feel, would be valuable for all. I enjoy my work and take pride in the results that are produced.

Sr. Financial Accountant, General Ledger Accountant, (07/2007 - 08/09)

RMB Products, Inc., Fountain, CO

Reconciled accounts for two companies. In addition, performed bank reconciliations, intercompany transactions, personal property tax returns for El Paso and Ventura, CA, fixed assets were booked and depreciated in two systems: Visual Accounting and FAS. Was a participant in the monthly close. Gained knowledge in the manufacturing environment, which was a challenge and adventure. My previous accounting experience was quite different from this environment. I designed reports via Crystal Reports to ensure data integrity. My creativity has saved significant time in the reconciliation and journal entry processes that were required.

Self Employed CPA (7/2003-7/2007)

Prepared 1040’s, extensions, compilations, and various financial tasks as needed by clients. I worked with the IRS in resolving issues. I saved a client over $50k due to IRS error on tax notice. Input financial data into Quickbooks and Quicken to provide reports as needed. Keep up with CPE to stay current in my skills.

All Three Positions below were at the same location. There were changes in ownership, but same personnel.

Med3000 (Prior SeaView IPA)

Oxnard, CA

Consultant (11/02-03/2003)

Moved from California to New Orleans area via Coast Guard move. Med3000 (SeaView IPA) still needed my services. Worked in New Orleans from home continuing working the programs I designed for each Health Plan to maintain data integrity for the eligibility data of over 78K lives.

Med3000/ SeaView IPA (Independent Physicians Association)

Oxnard, CA

Accounting Manager (06/00-05/02)

Ensured that the financial reporting was accurate and timely. Supervised the functions of the accounting, cash management, budget, and eligibility and ensured that the productivity of staff was accurate, timely, and of sufficient quantity. Improved and streamlined many processes including automation of the eligibility reconciliation process through implementation of customized Access programs. Participated on the managed care system conversion team.

Med3000/SeaView IPA (Independent Physicians Association)

Financial Analyst (12/98-06/00)

Prepared and analyzed financial data, variances, and expenditures for Health Services. Created and designed reports to generate detailed financial information in a form that would assist management in making informed decisions to strengthen SeaView. Designed and maintained customized programs to fulfill management’s objectives.

Wellpoint Health Networks, Inc.

Thousand Oaks, CA (9/98-12/98)

Senior Financial Analyst

Prepared and analyzed monthly financial data, budget variances and direct

administrative expenses. Monthly analysis of financial information used for month-end close meetings between directors and/or officers. Prepared schedules for analysis purposes. Variance analysis between actual, plan and forecasted data. Performed special projects and interfaced with business units within the company.

District 1 Community Health Purchasing Alliance, Inc. (CHPA)

Pensacola, Florida (12/96-6/98)

Financial Controller

Directed the establishment and maintenance of the organization’s accounting principles, practices, and procedures for the maintenance of its fiscal records and the preparation of its financial reports for a 34 county district. Directed general, cost, and property accounting, and budgetary control. Appraised operating results in terms of costs, budgets, operating policies, trends and increased profit opportunities. Duties include, but limited to:

Analyzed financial data and made projections/recommendations to CEO and Board of Directors

Prepared all financial statements

Maintained all accounting records

Prepared annual budget and reported on variances

Prepared Payroll and Payroll Returns

Prepared schedules that assisted in annual audit.

Patton Thornton, LLP CPA’s

Pensacola, Florida (9/94-12/96)

Semi-Senior

Provided Accounting, Audit and Tax services to several of the firm’s major clients. Prepared financial statements, as well as corporate, personal and exempt income tax returns. Studied and evaluated various client’s accounting systems to form a basis for recommendation for electronic data processing systems. Responsible for client write-up, general ledgers, bank reconciliations, payroll and other misc. accounting functions. Conducted and lead field work on audit engagements.

Naval Security Group Activity

Pensacola, FL (1/92-4/94)

Budget Analyst Coop

Maintained records for $2 Million appropriated funds. Assisted Budget Analyst in preparing annual budget that is submitted to Congress every April. Input payroll, obligated funds for contracts, tracked billing process for payment. Reconciled 30+ cost centers on a weekly basis. This position required a SCI Security Clearance.

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