Joel Learner Email & Phone Number

Reno, Nevada, United States

Reno, Nevada, United States

• Responsible for a wide range of firm management activities, with responsibilities in all phases of administration, personnel, and finance.• Oversee and monitor firm accounting processes, including accounts payable, accounts receivable, and payroll. Provide monthly reports and financial statements to partners.• Prepare annual firm budget. Report on budget progress monthly.• Oversee all payroll functions for the firm, including payroll tax returns, W-2s, bonus calculations, and 401k/Profit Sharing Plan accounting.• Provide services to clients of the firm spanning bookkeeping, tax preparation, auditing of financial statements, and CFO Outsourced Services.

Reno, Nevada Area

• Responsible for managing all financial and human resource operations of a 60-employee multi-practice dental organization.• Work directly with CEO as part of Leadership team to develop and implement short- and long-term strategies.• Develop, implement, and manage accounting controls and procedures. Review and approve transactions and postings within Sage 300 of general ledger and sub-ledger postings.• Manage and lead billing department. Responsible for transitioning from outsourced provider to internal team, which entailed hiring and developing team, creating processes, and training team members.• Responsible for daily, weekly, and monthly financial reporting, including financial and non-financial dashboards and performance metrics.• Manage relationships and reporting with external organizations, including banks, auditors, regulatory bodies, and governmental agencies.• Responsible for all treasury responsibilities, including intercompany transactions.• Administer company 401(k) and health insurance benefit plans.• Hire, train, discipline, coach, and terminate personnel across all levels of the organization.

Sparks, Nevada, United States

• Key member of Executive team, which reports directly to the President of a 100-employee contract manufacturing company. Manage department in charge of all aspects of financial and human resource activities.• Responsible for all organizational training. Motivate and mentor supervisors and employees throughout the company.• Responsible for all job costing processes and postings to ensure accurate costs of all jobs within Infor VISAUL ERP. Maintain and report WIP for all jobs on a monthly basis.• Generate and maintain daily, weekly, and monthly financial reporting, including financial and non-financial dashboards and performance metrics.• Serve as main liaison with external organizations, including banks, auditors, regulatory bodies, and governmental agencies.• Collaborate with President on short and long-term strategies.• Responsible for all treasury responsibilities, including intercompany transactions.• Administer company profit sharing, 401(k), and health insurance benefit plans.• Hire, train, discipline, coach, and terminate personnel across all levels of the organization.

• Managed daily operations of growing custom software company, including leadership, financial management, planning, project management, and customer relations.• Responsible for all customer interactions, ensuring complete customer satisfaction through consistent communication.• Initiated short- and long-term budgeting and forecasting, enabling growth to be planned.• Analyzed pricing structure and introduced new pricing model, giving more predictability to customers and increasing revenues over 130% in under three years.• Led growing shift of company focus to SaaS (Software as a Service). Managed all aspects of product development while balancing requirements of existing projects and commitments.

• Responsible for all financial aspects of a non-profit Catholic radio network with an annual budget nearly $2,000,000. Managed accounts payable and receivable (gifts, pledges, and underwriting), fixed assets, payroll, and taxes.• Produced weekly, monthly, and annual fiscal reports. Provided financial perspective in all decision making.• Initiated several special projects, including creation of a detailed budgetary process to aid in planning and decision making.• Implemented several cost-cutting and time-saving methods to save the organization thousands of dollars annually.• Responsible for planning and coordinating a complex restructuring project for the organization, which led to greater efficiencies and integration in the local communities.

Master Of Business Administration - Mba, Accounting And Finance

Accounting

Completing two remaining courses to qualify to sit for CPA Exam in 2022

Bachelor'S Degree, Civil Engineering, Minor Business Administration

Education record