Jared Frey Email & Phone Number

Neenah, Wi, Us

Compiles and analyzes financial information for our organizationDevelops integrated revenue/expense analyses, projections, reports, and presentationsCreates and analyzes monthly, quarterly, and annual reports and ensures financial information has been recorded accuratelyIdentifies trends and developments in competitive environments and presents findings to managementPerforms financial forecasting and reconciliation of internal accountsPrepares, reviews, and analyzes reports and data, monitoring for accuracy and completeness and making recommendations for improvementPrepares annual budget and forecasts and conducts account reconciliationsMaintains and reviews records and data to ensure compliance with all corporate policies and all GAAP, local, state and federal lawPerforms month-end closing transactions including preparation of key reportsProvides requested financial information to key stakeholdersDevelops product cost models to support management in decision makingCreates tools, models, and analyses that measure key performance indicators and report to key stakeholdersCompletes supplier audits to ensure compliance with corporate requirementsImplements proper internal controls to contain costs and increase efficienciesSupports continuous improvement initiatives for finance process and information flowDirects staffing, training, and performance management, working closely with direct reports, to develop and improve the accounting function if applicable

Livonia, Mi, Us

• The sole high-touch contact for two major corporations in PepsiCo and ConMed.• Reported cost savings of $463,664.39 in FY22.• Lead the accounting team of around 200 in invoice processing productivity.• Trained new specialists and used as a resource for multiple service locations.• Assist the Loyola, Gottlieb, Macneal finance department in reporting accurate month end numbers.

Livonia, Mi, Us

• Managing cash flow and accounts payable for a $20 billion dollar company.• Utilizing Peoplesoft functions to accurately organize invoice payments.• Actively working with vendors through customer service tickets and payment issues.• Strong communication with RHMs to teach UAPO’s business model and methods.

Brussels, Brussels, Be

• Determine research and development tax credits for over 100 clients.• Utilize Excel, Word, PowerPoint, Adobe, to calculate tax credits on over $3,000,000 in revenue • Consult with clients on the R&D process and retrieval of information. • Construct deliverable documents and files to be presented in a professional manner to clients.• Attend national tax trainings to prepare in multiple fields of tax and CPA practice.

• Participated in club tournaments as a Player’s Assistant of those 200-400 participants.• Organized 100 caddies daily in assisting their member.• Responsible for all guest service requests on club driving range in order to maintain positive relationships.• Recorded participants of driving range and charged accordingly, creating revenue of $12,000 seasonally.• Maintained and prepared golf carts; trained new cart barn team members.• Oversaw employee hours to align with the business plan set forth to stay within budget.Notable club Guest: Mike Ditka, Patrick Kane, Patrick Sharp

Masters Of Science In Finance

Bachelor Of Business Administration - Bba, Accounting And Finance

Finance