Julia Jones
Yucca Valley,CA
Summary
With over 20 years of experience in operations and finance, I have a proven track record of providing fiscal and strong leadership to both profit and non-profit organizations. Throughout my career, I collaborated with all members of an organization to successfully resolve complex business issues, drive growth, and optimize resources to achieve strategic business objectives.
Overview
30
30
years of professional experience
1
1
Certification
Work History
Financial Technician
Marine Corps Community Services, MCCS
09.2024 - Current
- Ensure compliance with a variety of Federal MCCS and NAFI regulations, laws, codes, and procedural requirements relating to supported departments
- Prepare and reconcile various monthly and quarterly budget projections
Classified Substitute-Instructional Assistant & Office (part-time)
Morongo Unified School District
05.2024 - Current
- Assisting teachers with instructing general & special education students on academic and behavior goals
- Assisting office staff with clerical/bookkeeping duties as needed
Consultant-Owner (part-time)
We Got This Consulting
01.2023 - Current
- Providing individual and company consulting services in accounting, state compliance, and project management for small businesses
Special Education Services Support (SELPA) – Accounting Specialist
Tehama County Dept. of Education
11.2021 - 04.2023
- Ensured compliance with a variety of state regulations, laws, codes, timelines, and procedural requirements relating to supported departments
- Prepared and reconciled various monthly and quarterly budget documentation
Consultant-Owner
Galaxy Unlimited Corp.
07.2017 - 10.2021
- Provided consulting services in accounting, state compliance, and project management to startups and small businesses
Administrator of Operations
Channing House
01.2012 - 07.2017
- Company Overview: 240-unit non-profit Continuing Care Retirement Community (CCRC)
- Managed operation functions and continuous process improvement initiatives for a non-profit retirement community
- Responsible for an $8M operating budget in the areas of Housekeeping, Food Services, Nursing, and Fitness departments
- Opened innovative health center facility in December 2014; successfully transitioned fifty skilled nursing and Assisted Living residents into new apartments
- Designed and implemented staff training models focused on person-centered culture change
- 240-unit non-profit Continuing Care Retirement Community (CCRC)
Director of Finance & IT
Channing House
05.2006 - 01.2011
- Company Overview: 240-unit non-profit Continuing Care Retirement Community (CCRC)
- Responsible for a $4M budget that included IT and Finance functions in the areas of audit, general ledger, investments, accounts receivable, accounts payable, fixed asset management, human resources, and budget/cost management
- Performed risk management and financial modeling as directed by the organization’s Strategic Plan; added $500K in investment/revenue income
- Closed a $64 million bond financing with the State of California Cal-Mortgage program
- 240-unit non-profit Continuing Care Retirement Community (CCRC)
Director of Finance & Operations
Sequoia Benefits, LLC
03.2004 - 03.2006
Corporate Controller
Broad Daylight, Inc.
02.2000 - 12.2003
Senior Project Manager
Exclaim Technologies, Inc.
10.1999 - 02.2000
Senior Finance/IT Manager
Lucent – Enterprise Systems Division
01.1995 - 05.1999
Education
MBA - Master of Business Administration -
Golden Gate University
San Francisco, CABS - Accounting
San Jose State University
San Jose, CARCFE - Administrator No. 7004632740
California
NHA - Nursing Home Administrator License No. 7800
.
Skills
- Compliance-Focused Financial Reporting
- Team-Oriented Leadership
- Risk Assessment
- Efficiency Enhancement
- Workforce Development
- Financial Forecasting
- Project Execution
- Strategic Resource Coordination
- Long-Term Planning
- Financial Analysis Skills
Certification
- RCFE - Residential Care Facility for the Elderly, California, 7004632740
- NHA – Nursing Home Administrator License, 7800
Application Skills
- Oracle Finance/Mfg. & Oracle Fusion Cloud Modules
- SAP FI/CO
- Hyperion Enterprise
- Escape 5
- SEIS
- Frontline
- MS Office
- Excel Macros
- CYMA
- Financial Edge
- QuickBooks Pro
- Worxhub
Timeline
Financial Technician
Marine Corps Community Services, MCCS
09.2024 - Current
Classified Substitute-Instructional Assistant & Office (part-time)
Morongo Unified School District
05.2024 - Current
Consultant-Owner (part-time)
We Got This Consulting
01.2023 - Current
Special Education Services Support (SELPA) – Accounting Specialist
Tehama County Dept. of Education
11.2021 - 04.2023
Consultant-Owner
Galaxy Unlimited Corp.
07.2017 - 10.2021
Administrator of Operations
Channing House
01.2012 - 07.2017
Director of Finance & IT
Channing House
05.2006 - 01.2011
Director of Finance & Operations
Sequoia Benefits, LLC
03.2004 - 03.2006
Corporate Controller
Broad Daylight, Inc.
02.2000 - 12.2003
Senior Project Manager
Exclaim Technologies, Inc.
10.1999 - 02.2000
Senior Finance/IT Manager
Lucent – Enterprise Systems Division
01.1995 - 05.1999
RCFE - Administrator No. 7004632740
California
- RCFE - Residential Care Facility for the Elderly, California, 7004632740
- NHA – Nursing Home Administrator License, 7800
MBA - Master of Business Administration -
Golden Gate University
BS - Accounting
San Jose State University
NHA - Nursing Home Administrator License No. 7800
.
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