Steven J. Jensen

*** **** ***** ***** ****

Milwaukee, WI 53217

414-***-****

EXPERIENCE:

**** ****** ****, *********, **

Accounting Consultant

Served for three months as Accounting Manager for Home Products distribution company. Played a key role in an accounting system conversion

Staff Accountant for local manufacturing company. With no training I assisted with month end close and multiple complicated account reconciliations. Also assisted in Warranty Accounting and Sales Tax systems conversion.

2011 to

2022 USBANK FUND SERVICES, Milwaukee, WI

Compliance Officer

Chief Compliance Officer of two Multiple Series Trusts.

Support CCOs in all aspects of the Compliance oversight of MST Trusts.

Perform on-site due diligence visits of MST advisors and Proprietary clients.

2010 to

2011 CFS BAKER TILLY, LLC, Milwaukee, Wisconsin

Consultant

Temporary assignment covering for a Financial Reporting manager while she was on

maternity leave.

Temporary assignment doing all accounting functions for company. This includes financial

Statement preparation.

2008 to JOHNSON CONTROLS INC, Milwaukee, Wisconsin

2010 FMS Field Finance Manager

Project Lead on implementing Global Data solutions. Work with team of outside consultants globally on this project.

Financial Analysis and oversight of contract for the management of all US/Canadian and Latin America physical site of Cadbury Chocolate. This includes setting up computer systems for tracking of all costs, payroll, purchasing and accounts payable.

Compile all financial statements for each of the 10 sites, review with site leads.

Travel to sites to train site staff on proper use of purchasing/payroll systems

Lead Financial Analyst

Lead a team of consultants working on reconciliation of large account balances as a result of the acquisition of York Int. Was Project Manager of a team of four to six consultants working correcting imbalances of more than $ 30 Million.

2000 to

2008 JEFFERSON WELLS, INTERNATIONAL: Milwaukee, Wisconsin

Consultant

Assignments included –

Product Line Reporting Specialist for major Life Insurance Company including major insurance systems testing and change implementation. Asked to return in same role after four-month hiatus.

Implementation of Kronos Time Keeping system for major health care provider. Included training on systems to audience of 5,000 employees in person and telephone support. Acted as Project Manager in this role.

Not for profit accounting for large medical facility and subsidiaries.

Reconciliation and staff support for major financial institution. Managed Financial Reporting department during interim period. Included reporting to corporate entity.

Temporary Payroll Manager for area manufacturing firm. Covered extended maternity leave in the middle of Payroll system conversion with no overlap.

A/R and Financing system implementation for large agricultural manufacturer. Included working with several different external vendors on system balancing issues.

1997 to 1999 FLEXBEN CORPORATION: Milwaukee, Wisconsin

Controller

Responsible for managing all finance and IS related matters of this $3M employee benefits management company.

Implemented departmentalized accounting and product line reporting.

1996 to 1997 MYRO, INC.: Milwaukee, Wisconsin

Finance Manager

Managed all accounting and MIS functions of this $ 12M manufacturing company.

Completed due diligence for $ 1M acquisition.

Developed standard costing system.

1995 to 1996 PROFESSIONAL MARKETING SERVICES: Milwaukee, Wisconsin

Chief Financial Officer

Managed operations of this organization. Included finance, IS, facilities, human resources, and general office functions.

1988 to 1995 AUTOMOTIVE INDUSTRIES (ASAA Technologies): Sheboygan, Wisconsin

Promoted to Division Controller in 1993

Managed all accounting and IS function for this $ 150M division. Directed the activities of support staff of fifteen.

Successfully implemented company wide 401(k) plan including IRS determination and acceptance.

Managed the growth of the organization from $ 60M to $ 150M in sales and related growth in the financial area.

Recruited as Manager of Accounting Operations and Manufacturing Information Systems in 1988

Consolidated three accounting departments into one. Decreased duplication of efforts and reduced personnel by one-fourth. Decreased billing time from seven days to one day. Decreased month end closing time from two weeks to four days.

Was on team to implement completely integrated manufacturing systems.

EDUCATION CARTHAGE COLLEGE: Kenosha, Wisconsin

BA of Business Administration and BS in Accounting

Contact this candidate