Jeremy Atkinson
San Diego
Summary
PROFICIENT IN OVERSEEING ACCOUNTING OPERATIONS & EXCEEDING SET GOALS USING AN UNDERSTANDING OF GAAP, TIME MANAGEMENT, & TEAM EFFICIENCY.
Overview
10
10
years of professional experience
Work History
Controller
The Institute for Effective Education
02.2023 - Current
- OVERHAULED ACCOUNTING PROCESSES TO INCREASE EFFICIENCIES IN DAY-TO-DAY ACCOUNTING.
- PROVIDED INSIGHTFUL FINANCIAL ANALYSIS TO SUPPORT EXECUTIVES IN MAKING INFORMED BUSINESS DECISIONS.
- STREAMLINED ANNUAL AUDIT PROCESS, WORKING CLOSELY WITH EXTERNAL AUDITORS TO ENSURE ACCURATE REPRESENATION OF COMPANY'S FINANCIAL POSITION.
- ENSURED TIMELY FINANCIAL STATEMENT PREPARATION, ALLOWING FOR BETTER DECISION-MAKING.
Corporate Controller
Noble Street Advisors LLC
01.2022 - Current
- SUPERVISE & DIRECT CASH MANAGEMENT, AP, AR, & MONTHLY FINANCIAL STATEMENTS
- OVERHAULED MONTHLY BILLING PROCESS RESULTING IN REDUCED COSTS & SIGNIFICANT EFFICIENCIES
- CREATED FIRST-TIME BUDGET & IMPLEMENTED PROCESSES TO REVIEW BUDGET WHEN PROCESSING AP
Senior Accountant Manager
Louis Tommasino CPA & Associates
01.2021 - 01.2022
- PERFORMED MONTHLY RECONCILIATIONS, PROCESS PAYROLL, AND CALCULATE ACCRUALS FOR 12+ CLIENTS
- MANAGED TWO STAFF AND ASSIST WITH TECHNICAL QUESTIONS AND RESOLUTIONS FOR CLIENT ISSUES
- ANALYZED AND PREPARE FINANCIAL STATEMENTS FOR CLIENTS IN BIO-TECH, ENTERTAINMENT, LEGAL AND RESTAURANT INDUSTRIES
Assistant Controller
Team Risk Management Strategies, LLC
01.2016 - 01.2021
- SUPERVISED & FACILITATED MONTH-END CLOSE IN ADDITION TO PREPARATION OF FINANCIAL STATEMENTS
- SUPERVISED ALL ACCOUNTING OPERATIONS, INCLUDING DAILY REVIEW OF AP, AR, & GL
- PLAYED A PIVOTAL ROLE IN CONVERSION OF ACCOUNTING SYSTEM IN 2017-2018
- IMPROVED MULTIPLE PROCESSES INCLUDING BANK RECONCILIATION, AP PROCESSING, & AR CASH RECEIPTS
Senior Audit Associate
Ernst & Young
01.2015 - 01.2016
- MANAGED AUDIT PLANNING PROCEDURES INCLUDING BUDGETING, STRATEGIZING, & IDENTIFYING RISKS
- PERFORMED REVENUE RECOGNITION TESTING
- SUPERVISED & DELEGATED TO STAFF ASSOCIATES
- RESEARCHED TECHNICAL KNOWLEDGE OF GAAP TO APPLY TO VARIOUS CLIENT ISSUES
Education
MASTERS OF BUSINESS ADMINISTRATION - ACCOUNTING
CALIFORNIA BAPTIST UNIVERSITY
01.2013
BACHELOR OF SCIENCE - ACCOUNTING
CALIFORNIA BAPTIST UNIVERSITY
01.2012
Skills
- GAAP & IFRS KNOWLEDGE
- SOX & CONTROLS TESTING
- DETAIL-ORIENTED
- EXCELLENT LEADERSHIP & COMMUNICATION SKILLS
- NON-PROFIT REPORTING
- AUDIT PREPARATION
Timeline
Controller
The Institute for Effective Education
02.2023 - Current
Corporate Controller
Noble Street Advisors LLC
01.2022 - Current
Senior Accountant Manager
Louis Tommasino CPA & Associates
01.2021 - 01.2022
Assistant Controller
Team Risk Management Strategies, LLC
01.2016 - 01.2021
Senior Audit Associate
Ernst & Young
01.2015 - 01.2016
BACHELOR OF SCIENCE - ACCOUNTING
CALIFORNIA BAPTIST UNIVERSITY
MASTERS OF BUSINESS ADMINISTRATION - ACCOUNTING
CALIFORNIA BAPTIST UNIVERSITY
Similar Profiles
Aleksey CanfieldAleksey Canfield
Intern at Effective Therapeutic Teaching Learning InstituteIntern at Effective Therapeutic Teaching Learning Institute
JULIA MERLINJULIA MERLIN
Study Director (Statistician); GS-1530-13-05 at Department of Education, Institute of Education Sciences, National Center for Education Statistics (NCES)Study Director (Statistician); GS-1530-13-05 at Department of Education, Institute of Education Sciences, National Center for Education Statistics (NCES)
Vinita ChhabraVinita Chhabra
Program Officer, Literacy and Civics Education Portfolios at INSTITUTE OF EDUCATION SCIENCES, U.S. DEPARTMENT OF EDUCATIONProgram Officer, Literacy and Civics Education Portfolios at INSTITUTE OF EDUCATION SCIENCES, U.S. DEPARTMENT OF EDUCATION