Jacob Geary

Jacob Geary Email and Phone Number

President- Lead Controller at Your NonProfit Controller @ Your NonProfit Controller
Jacob Geary's Location
Dallas-Fort Worth Metroplex, United States
About Jacob Geary

Experienced Director of Finance and certified QuickBooks Pro Advisor with over 25 years of expertise in business management, financial analysis, reporting, and compliance. Proven track record in recommending and implementing improvements to accounting, operations, internal controls, and compliance policies and procedures to support best practices. Proficient in QuickBooks, general ledger management, taxation, audits, accounts receivable/payable, invoicing, payroll, and visualizing expenditure and profitability data for senior leaders. Exceptional attention to detail and ability to ensure accurate financial reporting while optimizing operational efficiency.

Jacob Geary's Current Company Details
Your NonProfit Controller

Your Nonprofit Controller

View
President- Lead Controller at Your NonProfit Controller
Jacob Geary Work Experience Details
  • Your Nonprofit Controller
    President- Lead Controller
    Your Nonprofit Controller Aug 2023 - Present
    Dallas-Fort Worth Metroplex
  • White Rock United Methodist Church
    Director Of Finance And Accounting
    White Rock United Methodist Church Jun 2020 - Present
    Dallas, Texas, United States
  • Fraternal Order Of Eagles #3108
    Controller/Cfo
    Fraternal Order Of Eagles #3108 Oct 2012 - Jun 2022
    Dallas, Tx
    Conducted account reconciliation tasks and produced financial statements through comprehensive fiscal analysis for month-end closings, tax reports, and general ledger management. Supervised a team of 15 by scrutinizing and approving timesheets, offering coaching, ensuring efficient management systems, and promptly escalating concerns to the board of directors. Leveraged extensive knowledge of accounts receivable and payable, along with the latest accounting tools, to propose procedural enhancements and automate routine tasks. Updated journal entries and financial statements, maintained IRS filings with 100% accuracy, leading to improved data analysis and a 100% enhancement in forecasting. Explored new technologies for implementing POS systems, network and server equipment, and camera devices, while overseeing 12 renovation projects.
  • Light It Up Dallas
    Independent Business Owner
    Light It Up Dallas Sep 2010 - Jan 2020
    Dallas/Fort Worth Area
    Precisely evaluates costs and formulates strategic project recommendations to optimize resource utilization and achieve cost-efficiency.Achieves substantial year-over-year growth in sales and expands the customer base through innovative sales strategies and client engagement initiatives.Regularly conducts impactful weekly sales calls with both existing customers and potential prospects, fostering robust relationships and uncovering new business opportunities.Delivers unparalleled face-to-face customer service experiences, ensuring client satisfaction and loyalty through personalized interactions and attention to their specific needs.Manages all aspects of human resources, from conducting rigorous interviews and making astute hiring decisions to creating efficient schedules and overseeing precise payroll processes, demonstrating a comprehensive and adept approach to HR management.
  • Metlife Financial Services
    Financial Planner
    Metlife Financial Services Apr 2000 - Sep 2007
    Denton, Tx
    Pioneered comprehensive client acquisition strategies by orchestrating sophisticated prospecting initiatives through diverse channels, such as active participation in the Chamber of Commerce, engagement with Young Professional Groups, and involvement in Rotary, showcasing a dynamic and strategic approach to expanding the clientele.Conducted intricate financial analyses for clients, offering nuanced insights and strategic recommendations for future investments, ensuring a tailored and results-driven approach to wealth management.Cultivated enduring relationships with existing clients by orchestrating meticulously planned quarterly meetings and reviews, demonstrating an unwavering commitment to client success and a proactive stance in optimizing financial portfolios.

Jacob Geary Education Details

Frequently Asked Questions about Jacob Geary

What company does Jacob Geary work for?

Jacob Geary works for Your Nonprofit Controller

What is Jacob Geary's role at the current company?

Jacob Geary's current role is President- Lead Controller at Your NonProfit Controller.

What schools did Jacob Geary attend?

Jacob Geary attended University Of North Texas.

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