Derek Jackson, Mba Email & Phone Number

Springfield, Illinois Metropolitan Area

Audit and reconcile investment reports from investment managers and the master trustee; research and resolve discrepancies; communicate with the master trustee and investment managers regarding discrepancies for review by the Investment Accounting Manager.Create, maintain and enhance investment and accounting spreadsheets and reports.Utilize all web-based reporting applications in an appropriate manner to source necessary information to carry out assigned responsibilities.Communicate effectively with investment managers, third party consultants and the master trustee regarding investment performance, accounting, and reporting.Reconcile and audit master trustee statements of transactions and statements of net assets against third party information. Prepare and maintain monthly and quarterly reconciliations between the master trustee, consultants and investment managers. Coordinate resolution of discrepancies with the master trustee and third parties.Respond to inquiries regarding performance and market values from investment management firms, third party consultants and the master trustee. Monitor, prepare, and record Master Trust Fund cash transactions. Reconcile against master trustee statement of transactions and third party investment statements.Prepare preliminary investment tables and reports for the Annual Financial Report for review by the Investment Accounting Manager. Prepare manager fee payments and all related schedules.Prepare a reconciliation of the general ledger balances for investment manager fees and income and expense balances. Assist in the preparation and reporting required during internal and external audits.Perform other duties as related or assigned.

Springfield, Illinois Area

Serves as fiscal officer delegate on all surgery accounts.Administers and coordinates the financial management aspects for the Department of Surgery. Trains and supervises Departmental and Division staff on fiscal policies and procedures to assure compliance with University rules and regulations. Manage and prepare short-term and long-term budgetary planning and working documents for the Department of Surgery. Involves the management of many sources of funding from nine divisions, eight residency programs, research and program development unit and Chairman's Office. Develop and maintain department's financial management system; assemble and prepare data for financial and administrative reports on monthly, quarterly, and annual basis. Includes reports for each division, residency program grant accounts, and clinical financial data by division and individual faculty member. Directly supervises the work of three Administrative Aides who are responsible for clinical supply ordering, payroll procedures, purchase requisitions and contracts.Prepare multiple data, cost, staff effort and space utilization reports for the Department and its divisions and provide assistance to divisions in completion of these and other studies This includes responsibilities for both departmental academic and clinical activities. Manage the process of developing physician and non-physician faculty and professional administrative appointments, professional service university contracts and clinical medical service agreements. Manage the purchasing process, with responsibility for overseeing requisitioning and bidding. Serve as primary liaison between Surgery administrators and the School's departments.Assist the Assistant to the Chairman with special projects as assigned by the Department Chairman including gathering, organizing, and compiling fiscal reports as needed.Assist in the development and submission of grant proposals.

Prepares Account Balancing on a Monthly Basis, Updates Monthly A/P Stats.Propose and participate in quality improvement initiatives designed to reengineer, eliminate, or continuously improve A/P processing leading to more efficient and effective A/P processes.Serve as a resource for the A/P Department, to assist and support the A/P Manager and A/P Staff.Review and assist staff with A/P Invoice Issues.Maintain current knowledge of relevant administrative policies, department policies, government regulations, and other guidelines.Assist in year-end processing of all companies 1099’s.Responsible for reviewing Travel/Mileage/Employee Expense Reimbursements.

Springfield, Illinois Area

PayablesFixed AssetsInventoryWispak Auto Debit StatementsWispak File ProcessingFleet DatabaseSudden Service

Organized and load a high volume of packages in numeric orderHelp train new employees on load quality and package handlingSupport supervisor by taking on additional task when neededStrong mathematical reasoning and analytical/problem solving skills.Attention to detail with loading packagesTrain individuals on how to load and practice a safe work environmentLeadership skills and make decisions about the allocation of workers

Master Of Business Administration (M.B.A.)

Bachelor Of Business Administration, Accounting And Business/Management

Associate'S Degree