Chief Financial Officer, Accounting Manager, Controller

JENNIFER P. CASE, CPA, MBA

225-***-**** · ********.*.****@*****.*** · Linkedin.com/in/jenniferpcasecpa/

Chief Financial Officer · Controller · Accountant Manager · Business Analytics Specialist

Accounting executive with 20 years of experience leading initiatives in grant expenditure management, financial reporting, SEC documentation, and policy/procedures development to ensure compliance with industry standards and applicable regulations. Held senior management positions at public and private sector agencies. Master at problem investigation, analysis, and solution development to resolve issues and prevent reoccurrence.

SOFTWARE APPLICATIONS

Accounting: LaGov (SAP) · ISIS · QuickBooks · Metastorm · Bill.com and Intacct (certification) · AS400 (MinCron) · Access · Creative Solutions · Peachtree · Oracle · NDS · Cognos · ABRA · Accuity (Best) · AccountScout · AMSI · Yardi · MRI · Quicken Asset Management: Yardi · Creative Solutions fixed asset depreciation · (CSA) AssetKeeper Payroll: SAP for Payroll Reports · LEO (Louisiana Employees Online) · Kronos Timekeeping Miscellaneous: Docusign · Business Objects · SharePoint · Client Business Solutions Essbase financial planning · Crystal · American Health Tech · Frx · Bank Reconciliation software

WORK EXPERIENCE

Department of Public Safety, Louisiana Highway Safety Commission · Baton Rouge, LA November 2023–February 2025

Accountant Administrator

Served as chief financial officer for state agency. Directed all fiscal activities including budget preparation and financial statement management. Oversaw budget development, expenditure tracking, vouchering, and other accounting functions from 13 separate federal funds administered by the National Highway Traffic Safety Administration (NHTSA). Utilized NHTSA’s grant tracking system (GTS) to report all fiscal performance activities. Supervised 1 accountant position, 1 grants/contracts reviewer, and 1 part-time staff.

Contributions & Impact:

Revolutionized method for billing individual projects for largest federal funding stream (BIL 402) by separating out program management from planning and administration expenditures by utilizing a pivot table and linking individual claims files with master fund spreadsheet.

Reduced the time needed to input project invoicing data in GTS by 10%.

Department of Transportation and Development, Fiscal Management Section · Baton Rouge, LA 2017–2023

Accountant Manager I, Cash Management Unit September 2020-November 2023

Authorized monthly Cash Management Information Act (CMIA) reporting. Updated grant master data and budget information in LaGov. Reviewed and approved monthly transfers, bank reconciliations, grant reconciliations, bi-annual payments for bond payments, and reimbursements of collected revenue to LA Department of Administration and bondholders. Reviewed and approved deposits and special revenue documents in LaGov. Executed journal vouchers as needed. Supervised 3 staff, including one Accountant 3 and one Accountant 4.

Contributions & Impact:

Designed and implemented new processes and updated policies and procedures when my unit adopted new accounting system for cash management (moved from ISIS to LaGOV)

Designed training guide utilizing screenshots and written instructions to ensure daily, weekly, monthly, and fiscal-year end tasks were completed promptly based on new accounting system.

Created and documented new processes and forms for posting cash deposits accurately in new system.

Accountant Manager 2, Grants Management Unit June 2017-September 2020

Examined and monitored multiple elements of financial reporting in Federal Highway Administration’s (FHWA) fiscal analysis system. Examined annual Schedule of Expenditures of Federal Awards (SEFA) for multiple grants. Established sub-recipient risk assessment policy and revised standard operating procedures for Federal Compliance Unit. Completed reviews and approvals of grant billing. Performed review of annual financial reports for LA Transportation Authority and other notes for DOTD, as assigned. Supervised 4 staff, including one Accountant 4, two Accountant 3s, and one Accountant Manager 1.

Contributions & Impact:

Conducted a systematic review of federally issued changes in subrecipient monitoring and documentation procedures for funded projects.

Revised existing and created new policies, procedures, checklists/forms, and protocols for back-up documentation reporting and retention based on new requirements.

Designed and implemented a SharePoint site where the most current and relevant information was stored for access by project leads and to ensure accurate and timely fiscal monitoring of projects.

Eliminated backlog of incomplete subrecipient monitorings once new policies, procedures, protocols, and document sharing site were implemented. Transitioned new system to another section more appropriately positioned to perform monitoring.

Department of Health (formerly Dept. of Health & Hospitals), Fiscal Management · Baton Rouge, LA 2014–2017

Accountant Manager I July 2015-June 2017

Updated and made corrections to LDH’s cost allocation plan for federal use annually. Completed Annual Schedule 8/Federal Financial Report (FFR). Established policies and procedures for adding and correcting reporting expectations. Served as LDH liaison with FEMA by performing quarterly reviews of open natural disaster-related within Louisiana’s public assistance system. Worked with Governor’s Office of Homeland Security (GOHSEP), LDH Office of Risk Management, and FEMA to successfully close past projects and research open projects. Supervised up to 5 accountants at one time.

Contributions & Impact:

Originated policies and procedures that dictated specific daily, weekly, and monthly tasks to be performed by each accountant and accountant manager in my section.

Designed training manual for each position’s tasks, utilizing visual screenshots and step-by-step instructions.

Initiated a section-wide cross training program to improve efficiency when current staff where on leave and accelerated new employee learning when turnover occurred.

Accountant 4 July 2014-July 2015

Liaised with external agencies to collect necessary data for LDH quarterly reporting and updated spreadsheets. Completed weekly check writing duties, issued warrant vouchers for federal and state funding, initiated payments, reviewed bi-weekly payroll, and completed assigned payment draws. Reviewed and updated portions of the Annual Financial Reports for two LDH departments assigned to supervise. Accepted checks, downloaded bank reports, prepared monthly appropriation reports, managed monthly drug rebate spreadsheets, and approved cash receipts in accounting system.

Contributions & Impact:

Improved security of accounting system by delineating levels of appropriate access based on position roles and responsibilities.

Implemented forms and processes to request new access or change current access levels to maintain highest level of security.

Implemented a training session to introduce new forms and processes to staff.

Ensured LDH was receiving maximum indirect costs (IDC) owed by recognizing that IDC Reports were outdated.

Initiated a system review of most current report; updated and added sections as needed with accurate percentages aligned with current agreements.

Implemented budget revisions for all contracts to adjust indirect costs to align with current levels.

Maier Consulting and Management Services · Baton Rouge, LA October 2013–July 2014

Federal Funds Manager

Reviewed and approved daily draw requests for Small Rental Property Program and Neighborhood Stabilization Project. Reconciled monthly postings for two assigned projects between State of Louisiana and U.S. Housing and Urban Development. Recorded parish level expenditures based on budgets and actuals for monthly reporting. Conducted special projects as needed.

Faulk & Winkler, LLC · Baton Rouge, LA November 2012–April 2013

Contractor assigned as Senior Accountant to Client Accounting Services

Completed monthly financial review, journal entries, and accruals for 8+ clients. Performed weekly cash projections, reviewed accounts payable, and oversaw payable process. Prepared subsequent year budget and current reforecasts for clients and grants. Completed annual 1099s and other annual close out procedures. Performed accounting functions for grants including established procedures for reimbursement requests and submissions to Federal, State and Local governments.

Robert Half Salaried Professional Services · Baton Rouge, LA March 2012–November 2012

Contractor assigned as Senior Accountant to Client (Your Other Warehouse)

Maintained accounts in AS400. Calculated, accrued, and submitted debit memos for trade, co-op, guaranteed minimum, marketing, and customer rebates. Provided support for monthly calculations for the above for vendors, merchants, sales representatives, upper management, and customers. Completed monthly financial review, journal entries, and accruals and maintained account reconciliations. Performed monthly trends for closing process and uploaded monthly financial information to the home office.

Spherion – Security National Properties · Baton Rouge, LA December 2011–March 2012

Assistant Controller

Reviewed budgets and allocated weekly forecasts for 24-week intervals. Submitted quarterly bank reporting per loan agreements and analyzed financial data monthly. Initiated and reviewed recurring journal entries for property taxes on accrual basis and reconciled between cash and accrual statements. Performed special projects.

Advance Baton Rouge, Inc. · Baton Rouge, LA May 2011–July 2011

Senior Accountant/Accounting Manager

Reviewed budgeting and made applicable changes based on grants and estimated expenses. Performed final payroll processing and uploaded payroll and revenue into QuickBooks. Completed monthly financial review and made journal entries and accruals as needed.

Dean Companies, Inc. · Baton Rouge, LA May 2007–May 2011

Controller

Completed all payroll functions for property management company. Reviewed financial statements and journal entries and recorded adjusting journal entries. Coordinated with audit firm staff on annual audits and with compliance auditor on quarterly and annual reports. Oversaw and completed evaluations of general ledgers and year-end entries to submit financials for annual taxes. Maintained fixed assets and depreciation and submitted license and tax renewals for all properties. Performed cash management tasks.

Cox Communications, Inc. · Baton Rouge, LA April 2006–April 2007

Accounting Supervisor

Reviewed and posted adjustments to customer’s accounts. Performed accounting duties such as balance sheet reconciliations, journal entries, and maintenance of bad debt, collection expenses, miscellaneous cash receipts, and EDP bank charges. Initiated policies and procedures for various Accounts Receivable functions. Supervised 5 Accounts Receivable staff.

H&E Equipment Services, Inc. · Baton Rouge, LA September 2005–March 2006

Senior Accountant for SEC Reporting

Managed quarterly and annual SEC reporting and monitored current reports for interim developments. Initiated and delivered daily sales volume reports to management and individual site managers. Utilized financial analysis to calculate and distribute weekly and monthly rental department reports to senior management. Completed and distributed facility summary reports to area managers.

PROFESSIONAL and COMMUNITY SERVICE

Member, Society of Louisiana CPAs (LCPA) - Baton Rouge Chapter · 2004-present

Member, American Institute of Certified Public Accountants (AICPA) · 2004-present

Treasurer and Board Member, Advance. Grow. Accelerate (AGA) - Baton Rouge Chapter · 2017-2020

Member, Krewe of Artemis · Since 2019

Alumna, Kappa Sigma · Since 1994

EDUCATION and LICENSURE

Certified Public Accountant (CPA) License · Certificate number: 25141

Master of Business Administration · Southeastern Louisiana University

Bachelor of Science in Accounting · Louisiana State University

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