Jess Bartlett
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Jess Bartlett Email & Phone Number

Licensed Financial Professional at Bartlett Financials
Location: Sanford, North Carolina, United States 5 work roles 2 schools
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✓ Verified August 2026 3 data sources Profile completeness 86%

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Current company
Role
Licensed Financial Professional
Location
Sanford, North Carolina, United States

Who is Jess Bartlett? Overview

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Jess Bartlett is listed as Licensed Financial Professional at Bartlett Financials, based in Sanford, North Carolina, United States. AeroLeads shows a matched LinkedIn profile for Jess Bartlett.

Jess Bartlett previously worked as Senior Accountant at Agilon Health and Accounting Specialist at Broadview Federal Credit Union. Jess Bartlett holds Accounting from The College Of Saint Rose.

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Bartlett Financials

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About Jess Bartlett

Successful Senior Accountant with over 5 years experience. Some areas of expertise are:Monthly GL ClosingFinancial Analysis & ReviewSoftware ImplementationLeadership & Mentorship for othersI would love to chat about my experience and how I can be an asset to your team!

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Bartlett Financials
Bartlett Financials
Licensed Financial Professional
Sanford, NC, US
AeroLeads page
5 roles

Jess Bartlett work experience

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Senior Accountant

Conduct thorough account reconciliations and develop monthly variance analyses, presenting critical financial insights to senior leadership. Drive continuous improvement in financial reporting and analysis processes, leveraging strong analytical skills to support strategic decision-making. Facilitated remote team collaboration, maintaining productivity and adherence to deadlines in a 100% remote work environment.● Prepared and posted over 75 monthly journal entries, encompassing expenses and accruals, to maintain accurate financial records.● Managed comprehensive accounting operations across seven distinct markets, ensuring meticulous execution of month-end close procedures for cash-related accounts, including balance sheet reconciliations and profit & loss statements.

Jan 2023 - Oct 2024

Accounting Specialist

Albany, Ny

Managed general ledger operations and contributed to financial reporting and analysis to support Broadview Federal Credit Union's strategic financial planning. Played a key role in forecasting and budgeting, providing actionable insights for cost management and revenue enhancement. Collaborated with cross-departmental teams to maintain financial integrity and operational efficiency.● Successfully implemented a new accounting software from inception to completion, enhancing overall financial process efficiency.● Conducted comprehensive account reconciliations and facilitated month-end close procedures, ensuring the accuracy of cash-related accounts, balance sheet reconciliations, and profit-and-loss statements.● Improved forecast accuracy by implementing advanced budgeting techniques and tools.

Mar 2022 - Jan 2023

Staff Accountant

Managed general ledger operations and financial reporting to ensure accuracy and compliance. Conducted thorough account reconciliations, including meticulous monthly bank statement analysis. Assisted in critical forecasting and budgeting activities, contributing to the development of the annual budget. Supported the finance team with month-end and year-end closing entries, facilitating timely financial closes.● Led the budget project, enhancing financial planning and analysis capabilities.● Processed accounts payable and receivable efficiently using QuickBooks, maintaining robust financial records.

Sep 2019 - Mar 2022

Assistant Branch Manager

Managed branch operations, including the hiring and training of staff, preparing weekly schedules, and evaluating employee performance to ensure high standards of customer service. Developed and implemented strategies to improve branch efficiency and customer engagement.● Assisted clients with various banking tasks, such as opening and closing accounts, providing personalized financial advice, and resolving inquiries to enhance customer satisfaction.● Conducted comprehensive monthly and yearly audits to maintain financial integrity and adherence to regulatory standards.

Jul 2017 - Sep 2019
2 education records

Jess Bartlett education

Bachelor'S Degree, Accounting

The College Of Saint Rose

Graduated with a 3.8 GPA

FAQ

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What company does Jess Bartlett work for?

Jess Bartlett works for Bartlett Financials.

What is Jess Bartlett's role at Bartlett Financials?

Jess Bartlett is listed as Licensed Financial Professional at Bartlett Financials.

Where is Jess Bartlett based?

Jess Bartlett is based in Sanford, North Carolina, United States while working with Bartlett Financials.

What companies has Jess Bartlett worked for?

Jess Bartlett has worked for Bartlett Financials, Agilon Health, Broadview Federal Credit Union, First National Bank Of Scotia, and Trustco Bank.

How can I contact Jess Bartlett?

You can use AeroLeads to view verified contact signals for Jess Bartlett at Bartlett Financials, including work email, phone, and LinkedIn data when available.

What schools did Jess Bartlett attend?

Jess Bartlett holds Accounting from The College Of Saint Rose.

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