Jo Shaw Email & Phone Number

United States

Liverpool, Ny, Us

Camden, Ny, Us

Lead financial statement close process, responsible for oversight of all accounting functions including staffing, policies, procedures, AR, AP, GL, inventory management and cash management. Executed ERP implementation and consolidation of IWG's Owl Wire and Bare Wire divisions. Lead external audit process for all divisions including European locations. Calculate Cost of Sales and LIFO values for all inventory including copper, tin, silver, steel and aluminum. Work with outside CPA firms to determine valuations, purchase accounting, tax and audit work. Lead monthly meetings with COO and engineering teams to evaluate Construction in Progress projects, including budgets, cost overruns, supply chain issues and timeframes.

Rochester, Ny, Us

Led financial close process for 18 locations in 10 states. Led project financial management to ensure accurate revenue recognition. Assisted with the creation of an ideal operating structure within the public company environment, including leading the successful implementation of SOX controls for AR, AP, OTC, payroll, purchasing, revenue recognition and WIP. Increased internal understanding of how revenue calculates, cost-to-complete processes and the mechanics of fixed price and T&M WIP across the entire organization including new acquisitions. Performed project postmortems for wins and losses to apply to future projects. Worked with Project Managers on underperforming jobs to understand cost overruns, schedule delays and paths to recovery. Developed accounting staff by setting goals, managing performance, providing ongoing training, and maintaining strong employee relationships

Utica, New York, Us

Prepare federal and state tax returns for estates, trusts, corporations, partnerships, and individuals. Perform month-end and year-end reviews of client books. Experience with financial statement preparation and analysis, sales and payroll tax reports, tax planning, budgeting and fixed assets.

Utica, New York, Us

Prepare federal and state tax returns for estates, trusts, corporations, partnerships, and individuals. Perform month-end and year-end reviews of client books. Experience with financial statement preparation and analysis, sales and payroll tax reports, tax planning, budgeting and fixed assets.

Syracuse, New York, Us

Prepare extensive yearly budget and budget summary with projected funds flow statement, summary of proposed collections, operating expense, capital debt and debt retirement schedules. Analyze P&L reports for variances between proposed and actual expenses. Reconcile bank statements, complete journal entries, process payroll. Assist in month end and year end closing procedures.