Jason Rockafellow, Cpa Email & Phone Number

Kent, Wa, Us

Tacoma, Wa, Us

Business lead for revenue and customer operations, creating and advising on processes and procedures within the county's financial DBMS (Workday)Supports the chief accountant by serving as the subject matter expert on accounting treatment for Pierce County's long term debts, investments, revenue, fiduciary activity, and much else.Participates in the preparation of the County's Annual Comprehensive Financial Report (ACFR).Assists in the facilitation of new operational and accounting practices across the County in order to maintain compliance with GASB codification.Serves as an internal control by Reviewing and approving transactions and accounting activity submitted from all departments.Works with key financial and administrative managers of each department to remedy ad hoc accounting situations. This often entails performing audit procedures, or completing big data analysis in order to produce decision worthy information used to present to management.Exercises "as needed" direct oversight for non-finance related division accounting operations in instances where a higher level of scrutiny is required than can be provided by the department.continually improving the County's overall financial framework in order to enhance transparency and accountability.

At Clarke Whitney, I was engaged year-round in audits of varying entities, primarily nonprofit organizations. This entails interviewing client staff, beginning and ending meetings with their board of directors/management, along with substantive and analytical testing. Throughout the year, I am also preparing 1040's, 990's, 1120S', and 1065 tax returns, along with the occasional bookkeeping as requested of me.

At 4 Seasons, I continually honed my skills in managing payroll, full cycle A/P & A/R, month and year end closing processes, financial statement preparation in accordance with IFRS for SMEs, general ledger maintenance, credit card/bank reconciliations, and much else for my assigned clients.

I strengthened my diverse skill sets in preparing various tax forms including federal and state fiduciary, individual, and business taxes. I assisted clients by successfully generating payroll documentation, P&L reports, and reconciliations while incorporating the use of QuickBooks. I promoted top organization and handled sensitive information with care to safeguard confidentiality. I submitted immaculate W2s and 1099s for clients. I gained recognition for top-tier performance and came back to the organization as a returning intern from 2019. I facilitated open lines of communication and took direction from superiors to advance results and quality.

Salem, Oregon, Us

I was a key contributor to the reduction of expenses and solid cost-saving measures by collaborating with the Executive Director on budgets for the whole facility. I aided superiors in strengthening teams by processing all contracts for newly-hired associates and completing intake. I overhauled organizational systems and databases to improve workflows. I audited payroll, invoice, and quality assurance reporting. Handled money proficiently, completing cash transactions efficiently. I increased overall outcomes by providing comprehensive training for the kitchen staff, offering constructive feedback. Prior to securing this position, I served as a Dining Room Manager (2016) at this company, managing complex internal kitchen operations.

Bachelor Of Science, Accounting

Bachelor Of Science, Information Technology Management