Jeffrey C. Helm

Jeffrey C. Helm Email and Phone Number

Certified Public Accountant @
Jeffrey C. Helm's Location
Blairsville, Pennsylvania, United States, United States
Jeffrey C. Helm's Contact Details

Jeffrey C. Helm work email

Jeffrey C. Helm personal email

n/a

Jeffrey C. Helm phone numbers

About Jeffrey C. Helm

A professional with tax and financial management experience with public and corporate accounting. Looking to secure a position where my leadership abilities, educational background and experience will be rewarded with further growth and responsibilities.

Jeffrey C. Helm's Current Company Details
Lesco FCU

Lesco Fcu

Certified Public Accountant
Jeffrey C. Helm Work Experience Details
  • Lesco Fcu
    Chief Financial Officer
    Lesco Fcu Sep 2021 - Present
    Latrobe, Pa
    Responsible for managing and leading the financial initiatives of the company. Assist in the overall management and administration of the accounting department. Manage this department in accordance with accounting procedures set forth by the NCUA and GAAP. Responsible for financial statement and report preparation. Prepare financial reports for monthly board meetings. Responsible (either directly or via staff) for cash management, investments, financial reporting and help drive the company's financial strategy. Coordinate development of the annual budgets. Coordinate and prepare for financial audits from Federal Examiners. Prepare and/or review required tax returns. Recommend changes in financial policies and procedures, as necessary.
  • Jeffrey C. Helm, Cpa
    Certified Public Accountant
    Jeffrey C. Helm, Cpa Jun 1996 - Present
  • Asset Planning Tax Group, Llc
    Tax & Accounting Manager
    Asset Planning Tax Group, Llc Jan 2019 - Jan 2021
    Johnstown, Pa
    Perform tax planning and consulting. Prepare and review tax returns for individuals, partnerships, corporations and fiduciaries. Perform monthly, quarterly and annual accounting services for profit and non-profit organizations. Develop and maintain accounting system. Implement accounting principles, practices and procedures.
  • Penntex Ventures, Llc - Commercial Real Estate Development
    Controller
    Penntex Ventures, Llc - Commercial Real Estate Development Nov 2014 - Jun 2018
    Greensburg, Pa 15601
    Supervise the accounting department. Prepare, review and analyze financial statements and budgets for 80 entities. Prepare consolidated financial statements. Prepared intercompany transactions. Review and analyze insurance, depreciation and fixed asset strategies. Perform and record corporate liquidations. Assist in the creation of corporate syndications. Job Costing for construction projects. Develop and maintain the accounting system and the depreciation system. Implement accounting principles, practices and procedures. Liaison for outside audit, legal counsel and financial institutions. Perform financial ratio analysis. Lease administration and CAM calculations for commercial real estate rental properties.
  • Kratsa Properties, Commercial Real Estate Developers
    Controller
    Kratsa Properties, Commercial Real Estate Developers Nov 1998 - Nov 2014
    Pittsburgh, Pa
    Supervise the accounting department. Prepare, review and analyze financial statements and budgets of 30 entities. Prepare consolidated financial statements. Prepared intercompany transactions. Review and analyze insurance, fixed asset and depreciation strategies. Job Costing for construction projects. Develop and maintain accounting system. Implement accounting principles, practices and procedures. Liaison for outside audit/legal counsel. Lease administration and CAM calculations for commercial real estate rental properties.
  • Mack Bernard, Certified Public Accountants
    Senior Accountant
    Mack Bernard, Certified Public Accountants Jul 1996 - Nov 1998
    Indiana, Pa
    Performed business analysis, tax planning, consulting and tax research services. Supervised compilation, review and audit engagements. Performed monthly, quarterly and annual accounting services for profit and non-profit organizations. Prepared and reviewed tax returns for individuals, partnerships, corporations and fiduciaries.
  • Delisi & Associates, P.C.
    Senior Accountant
    Delisi & Associates, P.C. Jun 1993 - Jul 1996
    Greensburg, Pa
    Performed consulting, tax planning, business analysis services. Prepared and reviewed tax returns for individuals, partnerships, corporations and fiduciaries. Supervised compilation, review and audit engagements. Performed monthly, quarterly and annual accounting services for non-profit and profit organizations.
  • Alpern Rosenthal, Certified Public Accountants
    Senior Tax Accountant
    Alpern Rosenthal, Certified Public Accountants Aug 1992 - May 1993
    Pittsburgh, Pa
    Supervised and performed tax planning and tax research engagements. Prepared and reviewed tax returns for individuals, partnerships, corporations and fiduciaries.
  • William S. Kaduson, Certified Public Accountants
    Senior Accountant
    William S. Kaduson, Certified Public Accountants Jun 1989 - Aug 1992
    Trenton, Nj
    Prepared compiled, reviewed and audited financial statements. Performed consulting and tax planning services. Prepared tax returns for individuals, partnerships, corporations and fiduciaries. Performed monthly, quarterly and annual accounting services for profit and non-profit organizations.
  • Cotton & Company Llp
    Audit Supervisor
    Cotton & Company Llp Dec 1987 - Jun 1989
    Princeton, Nj
    Supervised compliance, cost incurred, single, pre-award and cost distribution audits. Supervised indirect rate reviews. Supervised and coordinated audit staff.
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  • U.S. Coast Guard
    Petty Officer And Recruiting Officer
    U.S. Coast Guard Jul 1978 - Jul 1983
    Miami/Fort Lauderdale Area
    Supervised personnel. Performed search and rescue missions. Performed law enforcement operations. Conducted personal interviews. Performed public presentations.
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Jeffrey C. Helm Skills

Controllership Functions Outside Audit And Legal Counsel Interface Financial Statement Preparation And Analysis Consolidated Financial Statements Insurance Strategies Fixed Asset Management Fixed Asset Depreciation Financial Statement Auditing Governmental Compliance Auditing Strategic Planning And Budgeting Maintaining Bank Relations Supervisory Experience Cpa Develop And Maintain Computerized Accounting System Job Costing Nonprofits Insurance General Ledger

Jeffrey C. Helm Education Details

Frequently Asked Questions about Jeffrey C. Helm

What company does Jeffrey C. Helm work for?

Jeffrey C. Helm works for Lesco Fcu

What is Jeffrey C. Helm's role at the current company?

Jeffrey C. Helm's current role is Certified Public Accountant.

What is Jeffrey C. Helm's email address?

Jeffrey C. Helm's email address is je****@****res.com

What is Jeffrey C. Helm's direct phone number?

Jeffrey C. Helm's direct phone number is +172442*****

What schools did Jeffrey C. Helm attend?

Jeffrey C. Helm attended Indiana University Of Pennsylvania.

What skills is Jeffrey C. Helm known for?

Jeffrey C. Helm has skills like Controllership Functions, Outside Audit And Legal Counsel Interface, Financial Statement Preparation And Analysis, Consolidated Financial Statements, Insurance Strategies, Fixed Asset Management, Fixed Asset Depreciation, Financial Statement Auditing, Governmental Compliance Auditing, Strategic Planning And Budgeting, Maintaining Bank Relations, Supervisory Experience.

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