Doreen N. Jordan Email & Phone Number

United States

Cleveland, Ohio, United States

Promoted from Account Executive (2014) to Accounting Assistant (2018) to Accounting Analyst (2019): Interfaced with multiple internal and external key partners to provide financial, administrative and analytical services in order to ensure effective, efficient and accurate financial and administrative operations. Worked with management to determine areas of inefficiency, troubleshoot problems and advise on appropriate action based on AP/AR analysis, identified and provided suggestions for process improvements. Reported to Controller.•Sales Tax Administration - Daily certificate validation (44 states, 750+ certificates/month), Monthly states reporting, Ongoing compliance research and customer, state and sales tax vendor communications.•Corporate Reporting - Prepares Daily, Weekly and Month End brand-level reporting and analysis. •Accounts Payable (Generates & reviews weekly payment journals), Accounts Receivable (Chargeback Management & Representation), Financial Statements - journal entries, reconciliations and support workpapers - audit fieldwork. Fixed Assets Management, IFRS 16 Leases and Capital Expenditures.•Administered daily cash application (50K transactions/$20 million annually) & supported bank reconciliation.•Managed PayPal (600 transaction/$200K annually), worldwide courier and merchant services relationships: chargebacks, quarterly meetings, and application program interface (API) & integration support.•Audited internal processes and tracked/maintained asset returns and repairs (1K+ annually). Systems: Microsoft Dynamics NAV 2015 and Office 365 incl. Power BI and Teams, SAP, Avalara Sales Tax Suite (CertCapture & AvaTax), Bloomberg Tax & Accounting Advantage, AMANA GlobalLeaseCenter via German portal, CBIS Chase Paymentech, AMEX Merchant, Kount, Adobe Acrobat DC, Skype for Business, GoToMeeting

2900 Community College Ave, Cleveland, Ohio 44114

Designed and executed English and math curriculum for high school students to improve skills for testing and upgrading, Provided one on one tutoring and advising, participated in cultural programming. Reported to Team Leader

State certified long term substitute teacher for grades 7 - 12 for physical science fields (Physics and Chemistry).

Cleveland, Ohio

Effectively assisted with composition & distribution of donor correspondence, performed research for potential partners and supports database organization & maintenance. Reported to Chairperson, Board of Directors.

Cleveland, Ohio

Tax Preparation and Business Services - Assisted with individual & business tax returns, proofed and edited audit reports and other company documents, assisted with client relations. Performs research & analysis and designs start-up business proposals.

Cleveland/Akron, Ohio Area

• Approved and funded Commercial loans through Regional Credit Center, established workflow of loan approvals and performed collateral audits.• Fostered and maintained essential internal and external relationships with various departments, regions, clients, accountants and attorneys.

Credit Coordinator to Sr. Credit Analyst• Analyzed corporate and personal financial data: financial statements, tax returns, other industry related information for the purpose of assigning risk and designing loan structure.• Composed underwriting packages for companies in various industries including syndication deals. • Prepared credits for Senior Loan Committee and presented to regional Business Review Committee.• Represented and coordinated information for region on bank-wide projects.• Completed credits for: American Institute of Certified Public Accountants (AICPA) continuing education, Commercial Banker University, Commercial Banking Fundamental and Government Regulatory courses.• Chosen to participate in bank-wide workshop to develop upgrades for underwriting software. • Provided monthly bank reports to Regional Management complete with editorial and analysis of the results.

Cleveland/Akron, Ohio Area

• Handled existing retail accounts and referred banking, investment and insurance products.

Beachwood, Ohio

• Efficiently mastered all areas of the Night Audit and served as Relief Supervisor. Reported to Night Audit Manager.

• Originated & administered procedures for collection, disbursement and reporting of federal tax deposits.• Maintained & processed tax records and successfully negotiated IRS fees for clients.• Assisted in the development, training and quality checking of over 2500 disbursements for clients ranging from 20 to 3000 participants and $1.5 million to $54 million in assets.

• Provided audit and assurance services for clients, prepared personal tax returns.• Effectively completed audits including worldwide consolidation schedules for large international client while finishing work significantly under budget • Represented accounting firm to the 1995 United Way Loaned Executive Program.

Msacct, Masters Of Science - Accounting

• Graduate Assistantship - Data Analyst Admissions Department • Accounting Association, Kent State University (Member) 1993

Bsee, Bachelor Of Science Electrical Engineering

• Institute of Electrical and Electronics Engineering (Treasurer) 1989-1990 • Society of Black Engineers (President, Vice President.

Hs Diploma, College Preparatory

Activities and Societies: "Most Original" Senior Speech Award, 1985 Literary Editor - School Year Book, 1985 President - Black Cultural.

Mpm, Project Management, 4.0

Activities and Societies: Managing Quality, Leadership & Organizational Behavior, Managing Organizational Change