Financial Analyst Accountant

KAREN A. JONES

Accounting/Finance Professional

513-***-**** · 114 Evergreen Ave #2 · Southgate, KY 41071 · *********@*****.***

QUALIFICATIONS

Dynamic accounting and finance expert with 30+ years of not-for-profit and academic institution accounting staff management, standards and systems mastery:

Jenzabar Student Information System

Payroll software (Ceridian, ADP’s PCPW, ReportSmith, EZLM)

BNA Fixed Asset Software

Credit card processing software: IC Verify, Authorize.net

Report generator software: Sybase InfoMaker, AS400 Teammate and Query, Crystal Reports

EXPERIENCE

Union Institute & University/1989-present

Non-profit 501(c)(3) corporation offering campus-based and on-line degree programs serving adult learners worldwide.

Controller 2013-present

Manage 5 professional staff in all Business Office functions; including cash management, accounts payable, accounts receivable, reporting, and collections.

Associate Controller 2010-2013

Responsible for creating and maintaining the University’s tuition charge tables, processing tuition and reconciling registration data with revenue. Implemented a system of Refund by ACH! including mapping from student portal to relational database, program announcement and subsequent promotion resulting in a 60% enrollment the first year; currently 80%. Responsible for the University’s Registration and Tuition policies and content of the Business Office’s website pages.

Assistant Controller 2001-2010

Have led and directed the efforts of as many as four professionals: senior accountant, staff accountant, payroll associate and accounts payable bookkeeper partnering with the Registrar’s Office, Financial Aid, Purchasing, Systems and HR departments to best serve our learner community. My team is responsible for maintaining and reconciling the general ledger, financial reporting, payroll, accounts payable, annual financial statement audit process and compliance reporting (1099-Miscs, 1098Ts, 990). Facilitated the automation of federal student loan funds processed via PowerFaids for import into AR and GL. Wrote desktop procedures for cash management, budget maintenance and accounts payable functions including several files transfer protocols from third-party software vendors, banks and other SIS modules into and out of an AS400 database thus reducing manual data entry by as much as 70%.

Budget Director 1991-2001

Authored the budget program and trained department managers and academic deans on annual budget preparation. Wrote and prepared monthly variance reports and trained users to become better stewards of University assets. Authored the Travel Policy still in effect today.

Staff Accountant 1989-1991

Responsible for monthly adjustments to the GL from all Business Office modules: AR, AP, Payroll, Purchasing and Fixed Assets. Wrote Excel macro to sort/print a multi-paged source document used for entry of daily cash receipts.

Hoxworth Blood Center/1985-87

Served as Staff Accountant for community blood bank and laboratory, conducted cost analysis of healthcare procedures: AIDS/HIV (Western Blot), apheresis, T-cell depletion, components lab testing to develop the blood bank’s pricing.

NCR/1983-84

Served as Financial Analyst responsible for maintenance and training of field engineers’ time and reporting system.

EDUCATION

University of Cincinnati, 1983 Bachelor’s of Science in Business Administration

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