Jessica Lee Burwell
Shepherdstown, WV. *****
Phone: 970-***-****
**************@***.***
Objective: I would like to contribute my specialized experience and education for this position as I get to move back to my ‘home town’. I am confident that my education, loyalty, experience and work ethic in Financial Accounting and Analysis will bring value to this team for the long term.
Computer skills: Proficient at Quick Books Pro-ALL versions, Government Access Systems for Federal and State compliance, Banner Financial Systems, FIMS/OASIS operating systems, Microsoft Xcel, Word, Access, Share Point, Lacerte Tax Software and have the ability to create reports in any manner requested.
Education: Bachelor of Science in Accounting
University of Colorado-Boulder, Dean’s List
Graduation date: 1996
Work experience:
March 2017-present: Financial Accountant for Department of Homeland Security-FEMA - Winchester, VA.
Mission Assignments for the Disaster Relief fund. Review Mission Assignments for every declared disaster. Agencies submit bills and I review them to assure they are in line with the Mission. At that time, I sign off on the payment and transfer the funds to the Agency.
Financial Accounting and Assurance division. Responsible for Disaster Relief Funds. Analysis, journal vouchers, reclassification, financial coordination between two governmental systems which 'roll-up' to the overall Federal Budget. Transfer of Disaster Relief funds as appropriated by Congress. Financial analysis in accordance with USGGL. Prepared Financial Statements and reports of general ledger accounts and quarterly and annual reports. Application of accounting theory, standards, principles and practices for complex accounting assignments.
May 2016 to March 2017: Lead Accountant for Breaux Vineyards, LTD - Purcellville, VA
Report directly to the General Manager and outside CPA. In summary, my role is to provide all financial record keeping services for the Vineyard. This includes: retail, wholesale accounts payable and receivables, banking, cash management, tax reporting and compliance. Bi-weekly payroll preparation, sales reports, forecasted sales reports after trend analysis, cash flow reporting and budgeting.
2012-May 2016: Budget Analyst and Grant Manager for Shepherd University, West Virginia. The duties that are assigned for this position are extensive and span across several areas of expertise. I provide support to the Executive Team in order to plan and finalize the following year’s budget that will be submitted to the HEPC and to the State, for approval. Upload approved budget into Banner, the campus-wide financial data system. Run system control reports to determine system checks and balances. Explain and analyze variances. Act as a liaison between the finance office, the University Community and the Computing Services to insure effective use of the Banner Finance System. Train staff on the system to help in their efforts to understand their budgets. Other duties include: Banner Control Reports, FIMS control reports, monthly expense posting, journal entries, reconciliations, analysis of expense, revenue and historical data and payroll processing
As the Grant Manager, I help the Project Manager carry their grant proposal from the beginning until the culmination, ensuring that financial requirements are met. I monitor and meet all of financial Federal and State reporting requirements per the Grant Agreement, which includes the Quarterly and Annual tax reporting requirements. Submit and invoice the Granting Agencies, with appropriate backup. These funds are monitored and always strictly adhere to the Grant Agreement. Gather information for all Student Loans and draw the funds necessary as to the Financial Awards that the student receives. Rigorous reporting is required. Provide support during the external audits in order to help ensure a favorable and finding free financial statement audit.
2010-2011: Accountant for Southwest Conservation Corps, Colorado. Responsible for invoicing all projects, completing the required paperwork to various governmental entities and ensuring collection of the funds. Prepared financial statements on a bi-monthly basis and distribute to the C.E.O with presentation to the Finance Board of Directors. Reconciled and prepared year-end schedules the financial and A133 audit while serving as the interface with the auditors. Assisted in yearly budget development for various programs, approves petty cash, managed all bank accounts and oversaw crew payroll for all regions. Verified accuracy of submitted payroll into the Evolutions system and maintains journal entries into QuickBooks regarding payroll downloads.
2009-2010: IRS licensed tax preparer at Delio & Stangby, CPAs, Colorado. Prepared individual, partnership, corporation and S-Corp returns. Prepared monthly, quarterly and yearly payroll reports. Monthly associated bookkeeping (write-up clients) for various individuals and businesses.
2000-2011: Bookkeeper/Accountant/Vice-President: Oohs & Aahs of Durango, Inc, Colorado. Responsibilities included running all daily financial activities of the retail, window coverings and design business. Calculated bi-weekly payroll, manage the employees, monthly/quarterly/yearly tax reports, managed accounts receivable and payables, and performed all reconciliations, profit and loss forecasts, inventory and cost of goods management. Currently prepare monthly sales tax calculations, reports and payments.
2008-2010: Bookkeeper/Accountant: Timberline Builders, Inc., Colorado: Responsible for all bookkeeping tasks. Prepared financials and profit/payback forecasts for potential investors in large scale development projects.
2003-2008: Bookkeeper/Accountant: W-W Framing Company, LLC/Walke Homes, Inc., Colorado. Calculated payroll for large crews, monthly/quarterly/yearly tax reporting, produced W-2’s and W-3’s at year end, managed accounts receivables and payables. Construction loan management.
February 1997-1999: Financial Analyst: !nterprise Finance-US WEST, Denver, Colorado
Business Case Analyst: Evaluation of financial impacts to various Cable and Multimedia acquisition opportunities. A complete analysis of capital, expense and revenue associated with Net Present Value. Payback analysis on multiple opportunities to provide video, high speed data, and wireless services to Multiple Dwelling Units. Developed spreadsheets to analyze joint venture opportunities.
Budget Analyst: Responsible for building a $130 million expense budget for data operations. Analyze and explain variances on a monthly basis. Researched future risks and incorporate them to create a more accurate estimate. Analyzed budgets to pinpoint where cuts can be made. Tracked invoices to determine accuracy.
Notable College experiences: University of Colorado Triathlon team, Resident Advisor.
1994-1996: Summer internships at US WEST Communications (Denver, CO.)
Financial Analyst: Budget development and management of various products and services. Analyzed financial trends, prepared financial forecasts, compared actual revenues/expenses to estimates and explained any variances to the senior team.
Hobbies: Running, mountain/road biking, swimming, skate skiing, fishing, golf.
*2000-2002: SoBe/Cannondale professional mountain bike team. Sponsored rider on the SoBe/Cannondale team. Ultimate thrill-2001 Xterra World’s: 1st
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