Jacquelyn G. Email & Phone Number

• Headed collaboration with front-office departments to research, contract, and implement lease accounting software to formally adopt ASC 842: Leases. Simultaneously ensure compliance with accounting standards while.
• Manage external auditor relationship to ensure effective and efficient communication with all parties during financial statement audits. Lead team to provide accurate and reliable reports and test items to auditors.
• Coordinated enhancement of accounting procedures related to corporate investments to ensure compliance with ASC 815: Derivatives and Hedging.
• Lead consulting engagement with external auditor to adopt ASC 606: Revenue Recognition. Continuously monitor for updates in standards and changes in procedures to ensure compliance with FASB guidelines.
• Organize and direct committee to document internal procedures encompassing all stages of the business life cycle. Identify opportunities to improve internal controls and processes. Design and implement procedure.

• Efficiently and accurately reviewed, prepared, and adjusted daily sales information for eight Jiffy Lube and 22 Big O Tires locations. Responsible for timely preparation of month end close entries and financial.
• Designed and implemented a streamlined process for posting Jiffy Lube daily sales information to reduce entry error and processing time.
• Resource point for management questions related to Retail Tire department financial information.

Columbia, MO

• Independently planned and conducted financial and operational audits. Major audits included ATMs and video teller machines, deposit account opening and closing, statement rendering, closed loans and collateral.
• Staff Auditor for annual Trust department audit, specializing in investments.
• Resource point for external auditors during confirmation of customer account balances. Developed process to generate and reconcile account listings.
• Prepared and tracked self-assessment questionnaires and responses for bank wide FDICIA program. Enhanced current process to streamline preparation, ensuring accuracy and reducing cycle time.
• Responsible for testing FDICIA controls, including user review, change management, and user access assignment testing.
• Mentored new team members to ensure accurate and efficient completion of projects according to audit plan.

Portage, MI

• Business Management Specialist (March 2014 – November 2015)
• Developed and implemented new payroll procedures, including preparation of filings and payments.
• Established procedures to ensure accurate and timely bank reconciliations.
• Responsible for Policies and Procedures Manual updates, which included verifying compliance with latest regulatory changes.
• Created internal information security policy according to SEC’s Red Flag Rules.
• Led a team to create firm’s branch management policy. Retirement Plan Service Representative (May 2012 – February 2014)

Kalamazoo, Michigan Area

• Prepared sales reconciliation reports to verify sales totals were accurate and acceptable.
• Modified run sizes to meet demand, including assigning correct cost to proper materials and plants.
• Prepared, verified, and distributed daily backlog reports for US and Canadian plants.
• Identified and categorized cost variances. Recorded transactions in Oracle journal entry system and allocated the variance using PRMS database software.

Richland, MI

• Managed accounts payable procedures, prepared and processed payroll, and reconciled bank accounts using Peachtree accounting software.
• Developed and implemented procedures to improve internal controls, including managerial review of payables, payroll checks and filings, and financial statements.

Kalamazoo, MI

• Responsible for labor reports and billing of WMU’s Little Theatre.
• Accurately and promptly recorded cash receipts, disbursements, and journal entries to allocate funds to profit centers for theatrical productions held at Miller Auditorium.
• Prepared vouchers, invoices, and year-end profit and loss statements.

Munith, MI

• Politely and promptly assisted customers with banking transactions in person or via telephone.
• Responsible for daily branch balancing, including vaults, ATM, and individual cash drawer.

Master'S Degree, Accounting

Bachelor'S Degree, Accounting