Jason Cunningham Email & Phone Number

Indianapolis, Indiana, US

• Assistant Controller - May 2021 - Oct 2022
• Performed month-end close, including journal entries and monthly financials and review of deferred revenues schedules and cash reconciliations.
• Prepared financial reports for yearly external auditors.

Indianapolis, IN, US

• Created yearly budgets based on program and personnel needs.
• Reviewed payables and verified coding according to funding sources.

Daytona Beach, Florida, US

• Performed monthly close, completed SOX Control Self-Assessments, and cash receipts functions.
• Created monthly reconciliations for account receivable, account payable, and bank accounts.
• Reviewed and submitted state compliance documentation on behalf of the profit center.

Daytona Beach, Florida, US

• Completed month-end close including reconciliations for account receivable, account payable, and bank accounts.
• Assisted the Accounting Leader with compliance documentation.

Daytona Beach, Florida, US

• Prepared select sections of the audit program, including cash and account receivables reconciliations.
• Drafted internal audit's preliminary and final reports for profit center's reviews.

Daytona Beach, Florida, US

• Documented workbook with audit observations.
• Analyzed audit data and performed walkthroughs to verify information from interviews.

Westlake, Texas, US

• Broker Trainee - August 2013 - May 2014
• Discussed stocks and other financial instruments, including annuities, ETFs, mutual funds and options with clients who desired to make an informed financial decision.
• Probed clients to discover additional financial needs that could be met with various financial instruments.
• Evaluated clients’ prior and subsequent risk involving tradeable securities.

Pittsburgh, PA, US

• Reviewed sponsored grant proposals for accuracy and compliance and processed approved grants for faculty and staff remuneration.
• Contacted government agencies such as NASA and the Office of Naval Research to check the status of pending proposals and to seek clarification regarding proposal requirements.

• Provided monthly profitability comparison of sales branches and edited management’s written monthly financial reports.
• Completed profit and loss analysis to identify monthly changes in both product mix sales and cost of goods sold across product lines.
• Evaluated the company’s labor costs as a percent of sales versus budget and last year’s results to determine trends in process improvements.

Carmel, Indiana, US

• Audited third party monthly claims process to verify that auditors and examiners had been meeting financial accuracy goals.
• Led monthly claims error trending meeting to direct third party vendor in the development of an ongoing action improvement plan.
• Consulted with external auditors to create claims audit documentation.
• Conducted onsite interviews with management and analyzed systems capabilities of an affiliate company.
• Prepared written opinions concerning high-risk claims for risk management personnel.Dates in positions:
• Long Term Claims Auditor/ Control and Oversight Auditor – Conseco (SHIP) – September 2006 – July 2011

New York, NY, US

Also worked in the same capacity from December 2001 to August 2002.

Toronto, Ontario, CA

Hicksville, NY, US

Westlake, Texas, US

Mba, Accounting And Finance

B.A., Psychology And Classics

Education record