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
San Diego
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