Jason Mahn, Cpa Email & Phone Number

Appleton, Wi, Us

Appleton, Wisconsin, United States

NorthRock Partners is a wealth advisory firm (a registered investment advisor) focused on providing comprehensive, integrated wealth management services to the affluent and emerging affluent marketplace. NorthRock serves clients throughout the United States; supporting our clients with a staff of professionals fully dedicated to our clients' financial well-being. Learn more at www.northrockpartners.com

Appleton, Wisconsin

Neenah, Wi

Technical Accounting: - Led a global team of 25+ cross-functional managers to implement the new revenue recognition standard and associated controls. Presented monthly progress reports to a team of C-suite executives.- Research accounting rules and clearly communicate impacts, including writing technical accounting memos for the CFO, Corporate Controller, Audit Committee and External Auditors- Develop implementation plans when adopting new accounting standards. SEC… Show more Technical Accounting: - Led a global team of 25+ cross-functional managers to implement the new revenue recognition standard and associated controls. Presented monthly progress reports to a team of C-suite executives.- Research accounting rules and clearly communicate impacts, including writing technical accounting memos for the CFO, Corporate Controller, Audit Committee and External Auditors- Develop implementation plans when adopting new accounting standards. SEC Reporting: - Manage the company's quarterly SEC filing process (10-Qs and 10-Ks), including drafting MD&A and technical footnotes (derivatives, restructuring, stock based compensation) and reviewing the documents in their entirety.- Prepare inputs for the Disclosure Committee by assessing current quarterly activities and potential disclosure impacts.Internal Controls: - Maintained the global SOX process with a focus placed on global standardization and visibility.- Automated the monitoring and maintenance of the global SOX process by implementing a global SOX compliance software resulting in increased efficiency and reduced risk. - Performed the annual risk assessment and manage the annual drafting & updating of global process narratives.- Oversaw the accounting for the Company's stock based compensation plan, statement of cash flows and earnings per share calculation on a quarterly basis. Show less

Neenah, Wi

SEC Reporting: - Prepared various SEC reports including 8-Ks, 10-Qs and 10-Ks, including drafting the documents and collaboration with internal and external accounting and legal teams.Technical Accounting: - Researched accounting rules and communicated findings, including writing technical accounting memos for the Corporate Controller and External Auditors.- Assist in any accounting policy changes or adoptions. Internal Controls: - Monitored the internal control… Show more SEC Reporting: - Prepared various SEC reports including 8-Ks, 10-Qs and 10-Ks, including drafting the documents and collaboration with internal and external accounting and legal teams.Technical Accounting: - Researched accounting rules and communicated findings, including writing technical accounting memos for the Corporate Controller and External Auditors.- Assist in any accounting policy changes or adoptions. Internal Controls: - Monitored the internal control process and testing performed by internal audit, including performing annual risk assessment and drafting & updating process narratives. Month end close: - Review reconciliations of certain general ledger accounts and journal entries, variance analysis and other ad-hoc reporting projects.- Prepared the Company's consolidated stock based compensation, statement of cash flow and earnings per share calculations on a monthly basis. Show less

Greater Milwaukee Area

Earned a ‘Top Performer’ rating during the FY15 annual performance review (top 5% of my peers) resulting in promotion to senior associate.Earned an ‘Outstanding Performer’ rating during the FY13 and FY14 annual performance reviews (top 10% of my peers).Established a strong knowledge base of SEC and PCAOB financial statement requirements and an effective ability to research relevant accounting and reporting guidance.Built a strong understanding of my client’s end-to-end… Show more Earned a ‘Top Performer’ rating during the FY15 annual performance review (top 5% of my peers) resulting in promotion to senior associate.Earned an ‘Outstanding Performer’ rating during the FY13 and FY14 annual performance reviews (top 10% of my peers).Established a strong knowledge base of SEC and PCAOB financial statement requirements and an effective ability to research relevant accounting and reporting guidance.Built a strong understanding of my client’s end-to-end business processes, focusing on likely sources of potential misstatement to identify key controls that mitigated identified risks.Developed audit approaches and routinely monitored the team's status to ensure the engagement was on budget and would be completed on time.Coached staff on the engagement team helping them to develop skills needed for their career progression.Reviewed and performed testing of complex accounting areas such as stock based compensation, goodwill, pensions, the statement of cash flows and guarantor financial statements. Show less