Jared Thompson Email & Phone Number

Portland, Or, Us

Portland, Oregon Area

Portland, Oregon Area

Provide leadership and coordination of company financial planning, debt financing, and budget management functions. Responsible for oversight of all finance, accounting, and reporting activities. Leads all day-to-day finance operations and supervise a team of staff members, including functional responsibility over accounting, accounts payable, accounts receivable, and payroll. Ensure company accounting procedures conform to generally accepted accounting principles. Managerial level involvement with employee benefit plans, workers compensation, and Human Resource responsibilities. Reports directly to the President and/or CFO.• Direct and coordinate company financial planning and budget management functions• Recommend benchmarks for measuring the financial and operating performance of divisions and departments• Monitor and analyze monthly operating results against budget and/or previous year’s results• Oversee Accounts Receivable & Accounts Payable reports in connection with the Operating Credit Line• Direct and coordinate debt financing and debt service payments with external agencies. • Manage the preparation of the official monthly & annual financial reports, including Revenue Recognition, accruals, etc.• Manage the preparation of financial outlooks and financial forecasts• Prepare financial analysis for contract negotiations and product investment decisions• Ensure compliance with local, state, and federal sales and use tax laws• Work with department managers and corporate staff to ensure proper and on-time monthly billing• Design, establish, and maintain an organizational structure and staffing to effectively accomplish the department's goals and objectives• Serve on planning and policy-making committees• Direct financial audits and provide recommendations for procedural improvements. Provide support for annual audit by outside CPA’s• Keep company current on annual state contractor & corporation licensing

Vancouver, Wa

• Provide preparation and expertise on a range of domestic small-corporation, limited liability company, partnership, not-for-profit, and individual (schedule-C) tax returns.

Lake Oswego, Or

• Manage preparation and review a range of complex tax returns including consolidated and multi-state corporation, mergers, small corporation, limited liability companies, partnership, and individual returns. • Prepare and review various domestic tax forms and disclosures for US tax return filings. • Prepare annual FAS 109 tax provisions.• Research and interpret variety of income tax issues utilizing CCH, RIA Checkpoint, BNA and other research tools. • Interview clients and furnish counseling/education for returns. Make recommendations regarding filing status and tax approaches. Filed returns electronically with ProSystems fx Tax and Lacerte tax software.

• Prepare complex C-Corp, S-Corp, Partnership and individual income tax returns. • Perform various audit sections including confirming inventory and asset accounts for various SEC registrants and private mid-cap entities.• Software utilized includes: GoSystem Tax, GoSystem Audit, Fixed Asset System, Lotus Notes, and Superforms.• Participated in community services activities and recruiting events promoting the firm’s brand.

Bachelor Of Arts, Accounting

Activities and Societies: Accounting Society Officer

Education record