Jacob Stock Email & Phone Number

Greenwood, Mo, Us

Austin, Texas, Us

St Louis, Missouri, Us

- Serves as a direct manager to one senior accountant. In charge of monthly closing, reconciliations, and financial reporting; providing quality, timely, and accurate information. - Responsible for accurate reporting of revenue/cost and inventory on program-project-event level. - Demonstrate and apply strong project management skills, inspire teamwork, and build strong relationships with interactions across cross-functional teams and vendors in a remote work environment.- Implement controls and automation for month end tasks, including annual financial audits.- Assist Director of Finance in creating forecasts and budgets by collecting, analyzing, and summarizing account information and trends.- Improve the quality, efficiency, and effectiveness of processes by recommending /implementing improvements to processes, systems, procedures, and software.

Kansas City, Mo, Us

- Served as a direct manager for 2 private accountants.- In charge of monthly closing of the accounting system, monthly financial reporting, and reconciliations on trusts.- Responsible for accurate reporting, accounting, and money movement of multi-billion dollars’ worth ofmarketable and non-marketable investment assets.- Accountant of a private foundation in charge of monthly financial reporting/reconciliations, yearly audit with outside auditors, board book presentations, budgets, and analysis of grant reviews.- Member of committee in charge of analyzing and selecting a new ERP system, along with implementing the conversion to this new system.- Provided a high level of customer service for shared service groups on a daily, weekly, and monthly basis.- Analyzed policies and procedures to make recommendations for implementation and streamlining operations.- Interfaced with Client Relationship Team to provide annual client reporting.

Kansas City, Mo, Us

- Served as a direct manager for 1 staff accountant located in Monterrey, Mexico.- Created and conducted performance reviews, along with weekly goal setting initiatives.- Responsible for accurate reporting and transacting of $100 million US inventory and $50 million MXinventory.- Responsible for creating new inventory reporting structure due to a Material Master conversion.- Worked closely with IT in implementation of automated systems and reports for KCS.- Provided a high level of customer service for operation groups on a daily, weekly, and monthly basis.- Analyzed inventory drivers on a monthly basis to provide VP level management with accurate data.- Interfaced with Material Logistics to record results of monthly physical inventories.

Overland Park, Ks, Us

- Responsible for all aspects of the accounting functions for 3 plants with annual revenue totaling $45 million.- Verified physical inventory through yearly counts.- Trained operations, quality assurance, billing, and accounting teams on new procedures and controls.- Conducted ERP conversions from 3 systems down to 1.- Documented, implemented and improved controls to ensure accurate reporting of the financials.- Prepared Capital and Annual Operating Plan budget annually.- Forecasted operations weekly to gauge financial performance in set time period.- Investigated and analyzed material margin and bonus payment manipulation in excess of $2 million.- Provided data and trend analysis for multiple departments and groups.- Managed fixed assets, ensuring proper invoice documentation and classification of the assets.- Provided a high level of customer support functions daily.

Kansas City, Mo, Us

- Served as a direct manager for 3 A/P accounting clerks, 1 A/R accounting clerk, and 1 staff accountant.- Created and conducted performance reviews for 5 full time professionals and 2 interns.- Managed inventory accounting for buys and sales of tractor trailers, with an average of 2,000+ transactions monthly.- Responsible for banking functions for 4 US and Canada companies, as well as 17 branch petty cash accounts.- Accountable for Sales and Use Tax in 10 different US states, as well as 2 providences in Canada.- Prepared/Improved/Approved various account reconciliations.- Managed and assisted in month-end closing process, along with financial statement preparation anddistribution.- Prepared and filed property tax return, license applications, annual reports, government surveys and other government documentation.- Accountable for Fixed Assets for 17 branches along with Corporate and our Finance Company.- Evolved accounting procedures to coincide with ever changing technology and Volvo financial policies and procedures.

Boston, Massachusetts, Us

High-profile professional charged with controlling activities for 6 fund accountants and 2 senior associates in addition to conducting performance reviews for 8 full time professionals and 3 interns. Spearheaded execution of time studies and regression analysis for the Booz Allen bank’s Lean project. Championed advancement of a shared service team for the bank’s Business Transformation. Superintended creation of automated solutions that verified daily trading activity with over 1,500 daily transactions for a variety of clients. Preserved continuous communications with 8 insurance client teams to ensure delivery of exceptional quality product for clients. Built and nurtured profitable relationships with Investment Managers and Custodians to verify trading and cash activity is accurate and accounted for.

Boston, Massachusetts, Us

Accomplished professional promoted to operate as a point of contact in conjunction with handling 8 fund accountants that handled 20 funds representing over $10B in net assets. Contributed to creation and presentation of performance reviews for fund accountants. Verified automated and manual accounting system to track accounts exceeding $38B in net assets. Assembled an accurate ledger that helped produce precise daily pricing file used by the client to show performance for investors. Conceptualized and introduced new ideas to ensure attainment of goals and the highest quality outcomes

Boston, Massachusetts, Us

Engaging professional recruited to oversee the daily activities for 8 accounts, while monitoring corporate action, transactions, and pricing for over 100 accounts. Organized and distributed monthly asset, cash, and schedule D reconciliation reports. Originated and prepared diverse securities that included Swaps, Swaptions, Futures, Foreign Futures, Options, and F/x’s.

Master Of Business Administration (M.B.A.) Cpa Candidate, Accounting

Bachelor Of Arts (B.A.), Accounting/Business/Finance