Jan Jackson Email & Phone Number

Benicia, Ca, Us

Vallejo, California, United States

• Collect and analyze data for regional, departmental, and functional budget performance.• Monitor department budgets through financial system reviews and communication with managers/chiefs.• Balance and reconcile physician timesheets in MD People. (Adjust Cost Centers)• Investigate and correct errors in financial data to ensure accuracy.• Supported the transition from PARRS legacy medical system to Epic-Health Connect.• Maintained and updated eConnect system to provide accurate information to doctors and staff.• Responsible for the accurate entry of multiple department budgets into the TM1 budget system.• Conduct ongoing user education on report usage, methodologies, and department dashboards.• Communicate and support analytical findings to relevant stakeholders.• Identify and recommend process improvements.

Benicia Ca

Responsibilities:• Analyzed and forecasted financial, economic, and other data to provide accurate and timely information for strategic and operational decisions• Assisted with the preparation of monthly, quarterly and annual reports and projections• Coordinated with other members of the finance team to review budget information and forecasts• Supported Controller with month-end and annual close of income statement and balance sheet, account reconciliations & General Ledger analysis in compliance with GAAP and SOX controls• Loaded and reconciled budgets to COGNOS & Hyperion reporting systems.• Assisted with external and SOX audits, provided balance sheet and income statement data• Ensured accuracy of SG&A, FP&A and Division spend expense accounts• Filed annual Business Personal Property Tax for 20+ counties and 1099 reporting.• Owned all accounting and reporting for capital expenditures, including additions, transfers, disposals and depreciation. Implemented process improvements to FA reconciliations.• Worked closely with operations and finance leadership to establish annual capital spending & budget plans• Performed ad hoc financial and data analysis for senior management, helping drive company decision-making

Napa, California, United States

• Coordinated the planning and purchasing of the Bill of Materials (BOM)• Maintained and improved execution of production assignments• Responsible for cross-commodity reporting and standardization of processes• Conferred with other departments to determine progress of work and completion dates• Compiled reports on cost and inventory levels

Napa, California, United States

Responsibilities:• Worked closely with Controller on month-end close procedures• Reconciled various Balance Sheet (BS) and Profit and Loss (P&L) accounts• Maintained monthly headcount for HR within COGNOS budgeting software• Helped produce yearly payroll and training budgets for Americas segment • Provided ad hoc help with yearly and quarterly projects• Prepared monthly Hyperion uploads using UpStream per close schedule• Loaded and reconciled Commercial Planning budgets to COGNOS & Hyperion• Assisted with internal and external audits• Assisted with COGNOS loading & reconciliation at monthly and yearend close• Reviewed & Validated all monthly spend against budget within S&OP business units

Napa, California, United States

Responsibilities:• Reviewed monthly financial statements with business owners and finance• Compiled all Dry Goods yearly standards for annual budget.• Analyzed monthly variances to standard costs.• Supervised and set $70m yearly dry goods budget with all Commodity Managers.• Prepared the annual budget, quarterly forecasts, and long-term plan for the dry goods ($70M), materials freight ($1.6M), and procurement overheads ($2M). • Provided volume, mix, and rate analysis on all budgets and forecasts. • Created a model for forecasting PPV (Purchase Price Variance) and tracking variance by initiatives. • Reconciled and tracked the Vendor Rework account. Provided monthly reporting which allowed the procurement team to decrease the uncollected amount to $0 in FY11. • Ensured the accurate loading of dry goods and supply standards during the annual upload.

Napa, California, United States

Responsibilities:• Owned all accounting and reporting for America’s fixed asset transactions, including additions, transfers, disposals and depreciation.• Worked closely with operations and finance leadership to establish annual capital spending plans.• Reviewed all capital payment requests• Reported actual activity against planned spend and progress against major capital initiatives.• Responsible for barrel capitalization process and allocation of related expense to products• Assisted in the financial analysis of key capital investment projects (Bottling facility, Asti Tank Farm, Meridian Winery Expansion)

Fairfield, California, United States

San Francisco Bay Area

Commodore Insurance - Emeryville, CASYAR Construction - Napa, CAThe Clorox Company - Oakland, CA

San Francisco, California, United States

San Francisco, California, United States

Walnut Creek, California, United States

Bachelor Of Science - Bs, Finance

Associate'S Degree, General Studies

Commercial Pilots License, Rotorcraft

Activities and Societies: Long Line Lifting, Instructor Rating and coursesI took various courses relating to flight instruction.

Bachelor'S Degree, Business Administration And Management, General