Jacqueline Sims Cpa Email & Phone Number

Seattle, Washington, Us

Seattle, Washington, Us

Seattle, Washington, Us

Tacoma, Wa, Us

Seattle, Wa, Us

Managed the long-term equity-incentive program and sales compensation program for an employee population of 3,000 for this global company.• Administer Equity Programs for 3 plans that included a variety of awards - Restricted Stock, Stock Options (NQSO), Stock Appreciation Rights, Deferred Awards, Performance Awards• Managed and improved the compensation/pooling process to issue new grants, preparing new grant documentation, monthly accounting for participant demographics and daily activity, Puts/Exercises, processing dividend equivalents, termination payouts, tax filings (globally) and responding to participant’s and retiree’s inquiries and third party vendor management. • Managed internal controls/process improvements for all Equity, HR operations and audit requests by streamlining the requests and efficiencies.• Collaborated on the redesigned of the sales compensation program and agreements improving and tying compensation to performance.• Processed and reduced time involved with the quarterly qualitative sales payments.• Collaborated and improved the Employee Retirement Plan audit by automation, reporting and reducing time spent on the calculation/payment of the Company Match and Discretionary contribution, including saving $5k on preparing the plan’s financial statement/tax filing.

Seattle, Wa, Us

• Administer Equity Programs for 4 - 7 plans that included a variety of awards - Restricted Stock, Stock Options (NQSO), Stock Appreciation Rights, Deferred Awards, Performance Awards• Managed and improved the compensation/pooling process to issue new grants, preparing new grant documentation, monthly accounting for participant demographics and daily activity, Puts/Exercises, processing dividend equivalents, termination payouts, responding to participant’s and retiree’s inquiries and third party vendor management. • Prepared tax filings for all equity plans globally.• Review and update all Equity Incentive Plan processes, policies, controls and Agreed Upon Procedures for efficiencies.

Chicago, Illinois, Us

Manage multiple audit engagement/project teams simultaneously with each team having 2 – 5 individual members. Industries include Non-Profit, Hospitality, Medical, Real Estate, Construction and ERISA audits. • Strong presentation skills including experience with making presentations to large groups in person (Board presentation (financial statements, management letters, SAS 114 communication) and training seminars).• Advance research and analytic skills for accounting, regulatory and reporting topics that have been utilized over the years to ensure complete and accurate financial reporting including required SEC reporting. Strong knowledge about accounting theory, procedures and GAAP.• Selected as one of RSM’s designated internal control specialists. This allowed me to receive specialized internal control continuing education classes to enhance my knowledge of how various systems interrelate within an entity’s internal control structure to streamline duties. This skill set has been of added value over the past several years through the implementation of the provisions of Sarbanes/Oxley Act (SOX). • Strong knowledge about ERISA/Pension Protection Act/Internal Revenue Code/Department of Labor, defined contribution plans and health and welfare plans. This includes managing multiple audit engagements for employee benefit plans (retirement plans) including plans that file an 11-K to the Internal Revenue Service.• Mentored/Coached select individuals as part of performance advisor role within the firm helping them to succeed.• Established efficiencies while staying detailed; ability to work independently and in team environments; ability to work efficiently and accurately under pressure and meet deadlines with effective prioritization and time management; strong communication skills and the ability to interact with management, staff and external clients.