Joseph Jorgensen

Joseph Jorgensen Email and Phone Number

Experienced Finance and Accounting Professional
Joseph Jorgensen's Location
Dallas-Fort Worth Metroplex, United States
Joseph Jorgensen's Contact Details

Joseph Jorgensen work email

Joseph Jorgensen personal email

n/a

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About Joseph Jorgensen

Career Achievements• Financial Analysis: Budgeting (Operating and Project Based), Trend Analysis, Break-Even Analysis, Pro-Forma’s, Data Analytics. • Accounting: Month End Close, Journal Entries, Knowledge of GAAP, CAPEX, and Project Spend Reconciliation. • Accounts Payable: Full Cycle AP including Statement Reconciliation and Vendor Negotiation, while considering Cash Flow constraints. • Scenario Analysis: Analyzed anticipated projects and purchases to determine the income and cash flow impact. • Deep dives: vendor analysis, volume analysis, and billing reconciliations.• Trend Analysis: Trend analysis of monthly financial statements vs budget. • Cash flow: Analyzed and looked for areas to improve the management of cash flow by improving the AP process and reducing DSO.Professional Experience and Skills• Financial Analysis, Full Cycle A/P and A/R, J/E, Month End Close, Management Presentations, and Document Compliance. • Experience with accounting software migrations and creating a new chart of accounts.

Joseph Jorgensen's Current Company Details

Experienced Finance and Accounting Professional
Joseph Jorgensen Work Experience Details
  • The City Of Allen
    Budget Analyst
    The City Of Allen Oct 2020 - Apr 2021
    Allen, Texas, United States
    •Created revenue scenarios for five separate sources to project the impact on current and next fiscal year.•Managed five Economic Development zones which included approximately twenty projects involving Parks and Rec, PD, Hotel and Convention Center, Water and Sewer, and Retail Centers. •Management of the above consisted of breakeven analysis, tracking and projecting revenues (Sales, Property, Mixed beverage tax), reimbursement payments, forecasting, reconciling Bond expenditures for State and Public reporting.
  • Stanford University
    Global Treasury Analyst
    Stanford University Jan 2020 - Feb 2020
    San Francisco Bay Area
    • Global Treasury Compliance Project related to FBAR reporting• Review and update data base to ensure accuracy for reporting and access requirements.
  • Stanford Children'S Health | Lucile Packard Children'S Hospital Stanford
    Financial Analyst
    Stanford Children'S Health | Lucile Packard Children'S Hospital Stanford Jun 2019 - Oct 2019
    San Francisco Bay Area
    •Operational Budgeting•Month End Close•Scenario and cash flow analysis based on the following variables volume, payer mix, staffing costs, and supply costs.•Monthly trend analysis of financial statements vs budget. Noted areas of concern and made recommendations when applicable to senior management.•Consolidate data into power point presentations for Sr. management and department heads.
  • Sutter Health
    Financial Analyst
    Sutter Health May 2015 - Jul 2018
    San Mateo, California, United States
    •Operational budgeting including a review of charges, statistical analysis, and analyzed contractual changes that would impact next year’s budget. •Completed data analysis and budget variance analysis for presentation to business stakeholders.•Month end close and analysis•Balance sheet reconciliations, bank reconciliation, trend analysis of financial statement.•Managed and Cleaned up A/P & AR referencing contracts and verifying timing.•Pro-forma and projections for new and existing product lines
  • Metlife
    Financial Services Professsional
    Metlife Apr 2012 - May 2015
    San Jose, Ca
    • Concentration on sales of financial products including, but not limited to: Life Insurance, Annuities, College Planning, and Company Retirement Plans. • Reviewed and prepared analysis and recommendations for financial objectives for corporate, small business, and personal financial recommendations.
  • Bank Of America
    Client Manager - Vp
    Bank Of America Jul 2008 - Jun 2012
    San Francisco Bay Area
    • Managed and grew a portfolio of Loan, Deposit, and Ancillary products within the Silicon Valley Area’s business banking territorial region.
  • East West Bank
    Commercial Loan Officer
    East West Bank Jul 2006 - Apr 2008
    • Underwrote and managed portfolio of commercial lines of credit and Commercial Real Estate Loans.
  • Silicon Valley Bank
    Associate
    Silicon Valley Bank 2000 - 2006
    • Managed and underwrote a portfolio of commercial lines of credit ranging from $250K-$2MM

Joseph Jorgensen Education Details

Frequently Asked Questions about Joseph Jorgensen

What is Joseph Jorgensen's role at the current company?

Joseph Jorgensen's current role is Experienced Finance and Accounting Professional.

What is Joseph Jorgensen's email address?

Joseph Jorgensen's email address is jj****@****asq.org

What is Joseph Jorgensen's direct phone number?

Joseph Jorgensen's direct phone number is (414) 272*****

What schools did Joseph Jorgensen attend?

Joseph Jorgensen attended San Jose State University.

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