Bobby Jackson Email & Phone Number

Portland, Or, Us

Wilsonville, Or

Wilsonville, Or

Montinore Estate Vineyards / Pacific Foods

Portland, Or

• Initiated, developed, and authored new policies and procedures for business office activities including travel policy, cash handling and deposit, petty cash, and fixed assets.• Developed and implemented new Access database to track all tuition deposits receipts and returns.• Post, bill, and collect tuition & fees payments from all students. Set up installment plans as requested by eligible students. Prepare credit balance refunds for all financial aid recipients by first day of term. Review accounts weekly and calculate additional refunds as needed.• Review and analyze delinquent accounts and initiate collection procedures as necessary.• Receive and process cash receivables, and prepare bank deposits daily for multiple University departments. • Administer over 35 corporate credit cards for all management level and sales users. Pay statements online, review for timely receipts and expense codes, and enter journal all transactions in accounting system. • Perform general ledger functions such as account reconciliation, trend analysis, and misposting research. Reconcile assigned GL accounts. Prepare and provide requested business office materials for annual outside audit. • Track capital purchases and analyze whether a purchase qualifies as a fixed asset under NUNM guidelines and enter new qualified fixed assets into MIP accounting system for all acquisitions, disposals, and depreciation schedules. • Review budget information for business office and project annual budgets for line item. Prepare ad-hoc current-to-date budget reports for departments as needed. • Review, prepare and distribute annual IRS 1098-T forms for all students, and 1099 forms for outside vendors. Submit electronic files with IRS for each. • Support accounts payable duties and perform ad-hod reports and analysis for CFO and Business Office Manager as assigned.

Portland, Oregon Area

Portland, Oregon Area

• Developed detailed requirements for business systems improvements and worked closely with Sr Programmer to create automated ordering system • Managed 340B inventory for all contract pharmacies. Configured automated ordering for all pharmacy clients and prepared manual ad-hoc reorders when necessary.• Reconciled 340B inventory with outstanding credit and debit invoices. • Collaborated with contracted entity IT personnel to identify and submit daily 340B eligible clinics, patients, and prescriber data. Presented data file requirements to meet specs and tested data for usability. • Performed quality assurance on large data sets to identify data errors from contract entities, and contacted proper personnel for fixes.• Configured new entity/pharmacy agreements in 340B application, and all related configurations for automated data imports. • Designed and executed new client simulations in test server environments to determine functionality and estimated results.• Created ad-hoc reports through SQL query and other data mining techniques from 340B application.

Portland, Oregon Area

AGMA Chorister, Various comprimario roles.

Portland, Oregon Area

• Reduced outstanding check balance by over $20,000 by designing, creating and implementing Access database tracking system. • Processed vendor invoices, including all A/P, expense reports, and check requests. Created, received and paid Purchase Orders. • Created ad hoc financial A/P and A/R reports. • Closed and exported monthly, quarterly and fiscal year financial data, complying with Sarbanes-Oxley (SOX) requirements. Compiled month-end financial reports and A/R data included with monthly President’s Report and financial statements.• Reconciled G/L and subsidiary accounts, bank statements, and vendor invoices.

Portland, Oregon Area

Portland, Oregon Area

• Developed, programmed and maintained new streamlined state-specific document creation process. Received company “Spot Award” recognition for this contribution.• Posted and journaled daily cash, wire and ACH payments.• Reconciled assigned income and expense accounts with the general ledger. • Analyzed yearly income statements, tax returns, balance sheets, rent rolls and property inspections for over 800 properties each year using ratio and variance analysis.

Portland, Oregon Area

• Reviewed, analyzed and recommended approval of long-term disability claims up to $75,000 liability.

Missoula, Mt

Bachelor Of Music, Business Minor

Music

Education record

Education record