Jennifer Charles Email & Phone Number

Detroit, Mi, Us

Detroit, Mi, Us

Herndon, Virginia, Us

Herndon, Virginia, Us

• Build, update, and maintain monthly forecast model.• Develop yearly and modified budgets with State of Michigan chart of accounts. • Provide accurate and appropriate materials to meet the monthly/quarterly/annual close deadlines.• Work closely with Heads of Schools to set reconcile ESSER, Title, and other federal and state funding.• Work closely with Heads of Schools to maintain correct staffing records, organize spending per the forecast, review enrollment, and follow state accounting rules. • Present monthly financials and financial updates to school boards.• Research and prepare variance analysis and explanations.• Collaborate with finance team and business owners to gather, summarize and analyze data.• Review and reconciliation of financials.• Measure and report business unit’s operations in a concise and informative manner.• Prepare compelling presentations for Senior Management to help drive decision making and profitability.• Document key financial processes, identify and implement process improvements.• Oversees internal controls over the areas of responsibility.• Prepare ad hoc financial and business analyses.

Troy, Mi, Us

• Provide operational support for Salesforce and Workday.• Create reports and dashboards for leadership.• Build weekly flash report for Professional Services leadership and Exec team. • Support Services team with process improvement and analytics. • Transition Excel reporting into Salesforce, Workday, and Power BI.• Calculate quarterly incentive compensation.• Produce and distribute Operations reporting and KPIs.• Provide data tracking and analysis to provide leadership with insights to improve performance.• Assist in optimization projects to promote business unit efficiency.

Austin, Texas, Us

SENIOR FINANCIAL ANALYST for a SaaS company that specializes in software for non-profit organizations. (Full time position scaled back when I relocated to Michigan.)• Maintain future cash-flow analysis on a weekly basis with variance reporting.• Provide analysis toward all company financial planning and forecasting processes• Execution of monthly variance analysis between actual and budget• Prepare quarterly presentation for Board of Directors.• Professional Services revenue management.• Calculate quarterly ICP and set up new plans• Perform accounting and finance research and collect related documentation• Ad hoc analysis as requested by executive team.

Menlo Park, Ca, Us

• Recruited and interviewed finance and accounting professionals for contract and consulting engagements.• Guided clients and candidates on market-based compensation expectations.• Provided on-going communication and career guidance to candidates.• Partnered with clients to understand hiring and project needs.• Maintained high level customer service by resolving any client or candidate issues.

Austin, Texas, Us

CONTROLLER for an addiction recovery center.• Responsible for planning, implementing, and controlling all financial operations across multi-company accounts.• Oversaw accounts payable, accounts receivable, human resources, cash control, financial reporting, and IT functions. • Developed new compensation plans and developed benefits packages.• Full charge of financial issues, including budgeting, month-end reporting, internal controls, and year-end audits• Handled cash management, cash flow analysis and recommended appropriate strategies to enhance cash position.• Advised Executive Team on financial planning, budgeting, cash flow, and policy matters. • Developed financial models to support long-term business planning.• Established the month, quarter, and year-end close processes. • Prepared and presented monthly financial reports and projections to the Board of Directors.• Developed annual budget and forecasts.• Prepared and analyzed account reconciliations. Complied with local, state, and federal government reporting requirements and tax filings.• Established and maintained all banking and financing agreements and processes• Managed and maintained general ledger, chart of accounts, and financial reporting.

DIRECTOR OF FINANCE & ADMINISTRATION for the largest family-owned commercial refrigeration service company in Texas.• Established monthly accounting close schedule and procedures for all five branches.• Oversaw team of 12 accounting and administration positions.• Supervised credit approval and collections process.• Implemented and maintained payroll processing software and payroll reports.• Developed performance indicators. • Created budgeting processes.

Austin, Texas, Us

SENIOR ACCOUNTANT for a SaaS company that specializes in social media management.• Recording closing entries and assisting in the month-end close process. • Reconciling balance sheet accounts on a monthly basis. • Preparing and maintaining accurate journal entries using NetSuite. • Preparing and reconciling intercompany transactions, including foreign subsidiaries. • Compiling documents in preparation for audit related requests.• Completing ad-hoc reporting requests and special projects as assigned by the Controller.

Nashville, Tn, Us

DIRECTOR OF FINANCE for a Nashville corporation made up of a historical Restaurant and Retail Shops, an international E-commerce presence, and various hospitality services. • Responsible for controlling all financial-related activities of the company. • Developed accounts payable, accounts receivable, human resources, cash control, financial reporting, inventory, procurement, and IT functions. • Managed the month, quarter and year-end close processes. Researched variances to ensure proper reporting.• Prepared and presented monthly financial reports and projections to the COO and Executive Committee. • Developed annual budgets by establishing schedules, identifying trends, consolidating financial data and recommending plans.• Coordinated the annual audit and related annual financial reports. • Implemented Microsoft Dynamics GP software to replace MAS90.• Complied with local, state, and federal government reporting requirements and tax filings.• Established and maintained all banking and financing agreements and processes.

Encino, California, Us

• Input data into the accounting system with speed and accuracy.• Assisted in the production of financial statements.• Supported year-end preparation and procedures.• Established redundancy in the department by acting as back up for A/P and A/R.• Bank Reconciliations.• Created, maintained and distributed complex financial spreadsheets.

• Enforced all department activity followed Airworthiness Policies set by the Federal Aviation Association (FAA), Department of Defense, and DARPA.• Prepared and processed procurement requests and purchase orders.• Reviewed and resolved any discrepancies with supplier invoices, grievances, claims, conflicts, product non-conformance or quality issues.• Ensured contracts with suppliers and vendors were consistent with corporate objectives such as quality, on time delivery, cost reduction, and inventory turns.• Managed Inventory Control function to ensure the highest levels of accuracy while maximizing inventory turns.• Set up and maintained purchasing software, Parts & Vendors.

Bachelor Of Business Management, Accounting And Related Services

Associate Of Science (A.S.), Accounting

Master Of Business Administration - Mba