Jeromy Kovatana Email & Phone Number

United States

Helping insurance agents implement proven systems to generate and convert more leads into sales!

Boise, Idaho, United States

Boise, Idaho, United States

Boise, Idaho Area

Yakima, Washington Area

• Improved timeline of financial close significantly, reducing from a 45 day close to a 10 day close, allowing for more effective management of financials.
• Developed financial and operational dashboard using Microsoft Power BI to assist operations in making decisions and to help drive effective work among all departments
• Performed process analyses within all major functions in the organization and assisted with developing new processes that allowed for an annual reduction in overhead by $1.2M
• Implemented a billing and collections dashboard that allowed for real-time visibility within the department which improved past-due A/R by $2.1 M and unbilled revenue by 54%

Kansas City, Missouri Area

Lead a team of 16 accounting staff in 4 different locations to provide first class back office support to the businessEffectively structured the department to enable a reduction of number of days to invoice a customer from an average of 14.7 days in 2015 to an average of 6.4 days in 2016.Created operational efficiency to decrease weekly unbilled revenue.

Lenexa, Kansas

Established a financial reporting function within the organization to provide visibility and clarityManaged the accounting system transition from Quickbooks to NetSuiteLead a team of four direct reports to effectively run accounts payable, accounts receivable, payroll, time and expense, asset management, cost accounting, and financial reporting functions.

Overland Park, KS

Coordinated a team of six from IT, Payroll, HR, and Treasury to transition over 22,000 union employees at over 170 different locations to a paperless form of pay.Serve as primary contact between the business intelligence group and the business to augment an attendance reporting tool for senior leadership and divisional and area management. Originate SQL.

Oklahoma City, Oklahoma Area

Lead an audit engagement of a publicly traded energy company with E&P and midstream operationsProvided external audit services to both public and privately held companies in multiple fields of the oil and gas industry, including upstream, midstream, downstream, transportation, and field services.Fostered positive working relationships with CFOs.

Tulsa, Oklahoma Area

Train, supervise, and review the daily fieldwork of staff on audit engagements in the oil and gas and aviation industryReview 10-K and 10-Q SEC filings in conjunction with annual audits and quarterly reviews of a Fortune 500 natural gas company Evaluate internal controls, transaction cycles, and revenue and expense recognition Demonstrate a thorough.

Tulsa, Oklahoma Area

Performed all aspects of an audit engagement for three employee benefit plansCommunicated and interacted with multiple levels of client management and staffAnalyzed overall analytical reviews of year end balances to reveal potential risk areasCarried out walkthroughs and tests of controls for clients of multiple industriesAssisted in recruitment of intern.

(50% Complete) Master Of Science, Quantitative Financial Economics

Relevant Coursework: Futures and Options, Portfolio Management, Financial Markets and Institutions, Financial Management with Excel.

Bachelor'S Degree, Accounting

Activities and Societies: Vietnamese American Student Association, Asian American Student Association

Bachelor'S Degree, Finance

Activities and Societies: President of Vietnamese American Student Association - Fall 2005; Assembled meetings with 4 other officers and.

Education record

Activities and Societies: Varsity Soccer