Summary
Overview
Work History
Education
Skills
Timeline
Generic
Jeremy Atkinson

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
Jeremy Atkinson