School District Financial Analysis
Resume:
Jacob Ballard
**** ******** **. *****, ** *****
515-***-**** (cell)
***************@*****.***
FINANCE AND ACCOUNTING PROFESSIONAL
Strong analytical and computer application skills in the area of financial analysis. A professional with over 20 years’ experience in the finance and accounting field. Proven ability in Excel-based model building financial and management reporting, expense budgets preparation and monitoring. Excellent problem solving, communication and presentation skills.
MBA w/GAC (Grad Accounting Cert)
Experienced with billing and receivables
Experience in teaching and use of NPV for projects
Experience developing line-item expense budgets
Microsoft Excel Advanced skill
Operating and capital budget experience
Month- and Year-end financial reporting
Cash flow monitoring
PROFESSIONAL EXPERIENCE
Mid American Energy, Urbandale, IA 2021- current
Iowa Energy company, Remote work from home IT budgeting specialist, Assist in controlling 50 million O&M budget and 190 million capital budgets.
Sr. Budget Analyst (accounting department)
Work with IT managers and vice presidents on creating and maintaining annual budgets.
Provide oversight and monitor spend activity according to budgets.
Assist with month end validation and audit of intercompany charges
Assist with set up of capital projects.
Work with Sr. VP’s on projects and providing detail to ensure spending is with in budget constraints.
Tax Tyme & Accounting Solutions LLC, Perry, IA 2021- current
Full service Tax preparation and accounting service in Perry Iowa -Weekend job during tax season,
Accountant- Owner operator
Work with accounting clients with bookkeeping and reporting needs.
Complete annual tax filings for Individual 1040, Partnerships, S Corps, Corps and Trust and estate returns.
Estate and Trust planning - Also retirement tax planning
All aspects of running the tax business- client attraction and retention, financial operations of the business.
United Community School District, Boone, IA 2018 – 2021
K-6 School district, controlling a total budget of $7 million. Secondary students Whole Grade Share with Boone and Ames.
Business Manager/Board Secretary, CFO, SBO
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Called back by school board to restore financial integrity to the business office of the district.
Manage all levels of financial analysis for district.
Completion of Certified Budget process and working line-item budget.
Board Secretary duties include; taking minutes, giving presentation of financials, and meeting filing deadlines.
Developed financial statements for the board which are easily understood and easy to read.
Human Resources including contracts and negotiations and insurance and benefits analysis.
Prepare the Certified Annual Report and all year end reporting duties.
Complete all aspects of Accounts Payable, Payroll and Fixed Asset tracking.
Strong Understanding of Solvency, Unspent Balance, and other key financial factors affecting the finances of a school district.
Meriwether, Wilson and Co. PLLC, Perry, IA 2014 – 2018
Tax Preparation firm, servicing central Iowa area.
Staff Accountant
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Manage tax clients for personal tax, and business taxes.
Extensive knowledge regarding non-profit clients.
Completed tax returns for Partnerships, Corporations, and S-Corporations.
Work on compilation reports, review services, and preparation agreements.
Help partners meet firm objectives.
Give clients tax advice and provide Quick books consultations.
Experience with MAS90, Quick books, and Lacerte Tax Programs.
Train junior staff and seasonable help.
North Polk Community School District, Alleman, IA 2013 – 2014
K-12 School district, controlling a total budget of $26 million.
Business Manager/Board Secretary, CFO, SBO
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Manage all levels of financial analysis for district.
Completion of Certified Budget process and working line-item budget.
Board Secretary duties include; taking minutes, giving presentation of financials, and meeting filing deadlines. Ensured all government and other reporting completed by the deadlines.
Complete all aspects of Accounts Payable, Payroll and Fixed Asset tracking.
Managed 3 direct reporting staff.
United Community School District, Boone, IA 2011 – 2013
K-6 School district, controlling a total budget of $7 million. Secondary students Whole Grade Share with Boone and Ames.
Business Manager/Board Secretary, CFO, SBO
-
See above same duties.
Wells Fargo Home Mortgage, West Des Moines, IA 2004-2011
One of the top Financial Services Company in the United States.
Accountant
Reconcile principal loans, loans in progress, mortgages held for sale, accruals, receivable and payable accounts.
SEC reporting of Mortgages held for sale assets.
Worked on accounts which were having a month end opposite sign balance and worked with business partners to correct activity to report accurately.
Reconciled General Ledger cash, AP, AR, Suspense, and other random accounts.
Complied with SOX reporting requirements for each account reporting.
Ensured proper recording of activity in accounts posting to general ledger.
William Penn University CWA, West Des Moines, IA 2011-2020
One of the top Private University’s in Iowa.
Accounting and Finance Instructor –Adjunct
Instruct Principles of Accounting I and II in BA program which gives insight on the accounting process.
Instruct Intermediate Accounting I and II, Cost Accounting I and II and Taxation.
Instruct Online Business courses.
Instruct other business courses as needed.
All courses taught with real life applications for a better and complete understanding.
EDUCATION
MBA GAC (Graduate Accounting Certificate), University of Phoenix, AZ
MBA Major in Business Administration, University of Phoenix, AZ
B.A. Business Administration, William Penn University Des Moines, IA
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