Financial Reporting Planning

Jason Poschinger

Indianapolis, IN • ***********@*******.*** • 502-***-****

CONTROLLER ACCOUNTING & FINANCE LEADERSHIP

Finance and accounting professional with 12+ years of progressive experience in accounting, financial reporting, budgeting, audit management, and team leadership. Skilled in managing month-end close, financial controls, tax compliance, and ERP systems including NetSuite and SAP. Proven ability to lead accounting teams, improve financial processes, and deliver actionable insights for executive decision-making. CPA eligible and CMA candidate with strong communication skills capable of engaging both financial and non-financial stakeholders. Experienced in driving operational efficiencies and ensuring GAAP compliance in fast-paced environments.

CORE COMPETENCIES

Financial Reporting & Analysis Month-End Close & Audit Budgeting & Forecasting Sales & Commission Reporting Team Leadership & Development ERP Systems (NetSuite, SAP, SAGE, Paycom) GAAP Compliance Tax Preparation & Compliance Financial Controls & Risk Management Cross-Functional Collaboration Process Improvement FP&A

PROFESSIONAL EXPERIENCE

Head of Finance & Business Strategy (Founder) The Poschinger Group – Indianapolis, IN

Feb 2024 – Present

Deliver outsourced CFO/analytical services with a focus on financial modeling, cost analysis, and performance reporting.

Use Excel and Power BI dashboards to track key metrics and provide data-driven recommendations to clients.

Partner with leadership to forecast trends and drive strategic decisions through customized reporting tools.

Collaborate with internal teams and vendors to optimize financial operations and planning processes.

Financial Planning Consultant Cetera Investors & Prudential – Indianapolis, IN

Sep 2021 – May 2024

Supported financial planning, cost projections, and budgeting for small business and individual clients.

Created financial models to analyze trends, risk exposure, and long-term outcomes.

Used data to identify growth opportunities and inform strategy for retirement and investment planning.

Retirement Plan Advisor / Registered Investment Advisor OneAmerica – Indianapolis, IN

Oct 2017 – Nov 2021

Managed $50M+ in plan assets; conducted reporting and analysis to ensure alignment with client goals.

Collaborated across departments to resolve financial and operational challenges.

Built models to evaluate benefits costs and improve participant engagement.

Director of Investment Research / Financial Advisor / Accounting Consultant Comprehensive Retirement Solutions / CRS Tax Solutions – Carmel, IN

Apr 2016 – Oct 2017

Built forecasting tools and cost analysis reports to support strategic decision-making.

Integrated financial data across departments and automated reporting to increase visibility and efficiency.

Identified operational inefficiencies and delivered insights that improved bottom-line performance.

EDUCATION & CERTIFICATIONS

MBA, Finance – Bellarmine University – Louisville, KY

A.S., Hospitality Management – Sullivan University – Louisville, KY

Certifications & Licenses:

CPA Eligible

CMA Candidate (In Progress)

Series 7, 63, 65

Life, Health, Property & Casualty Insurance

National Social Security Advisor (NSSA)

TECHNICAL SKILLS

Data Tools: Excel (Advanced), Power BI, Business Objects, Tableau (familiar)

ERP Systems: SAP, QuickBooks, NetSuite, Avid GL, Microsoft Dynamics (familiar)

Platforms: Salesforce (familiar), Google Workspace, Microsoft Office Suite

Financial Standards: GAAP, ASC 606, ASC 842, SOX Readiness

LEADERSHIP IMPACT

Created financial reporting systems that enabled clients to better understand key metrics and make informed decisions.

Translated complex data into concise dashboards and reports for stakeholders.

Improved strategic planning processes by integrating forecasting models and cost optimization techniques.

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