Jon Latcham, Cpa Email and Phone Number
Jon Latcham, Cpa work email
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Jon Latcham, Cpa personal email
Experienced leader in tax, financial statement preparation, and financial reporting consulting. I possess the broad-based accounting experience and proven leadership ability necessary to achieve results in a high tempo working environment. I am a data driven, result-oriented leader that pays attention to detail and strives to continuously grow as a professional. I am also have experience in information technology. My time in the MInnesota National Guard has afforded me the opportunity to run a help desk supporting over 350 end users. This opportunity allowed me to learn about IT processes and manage personnel in a customer service setting while meeting deadlines in a hi-tempo environment.My personable approach, resourcefulness, and creativity has demonstrated confidence and professionalism to my superiors, peers, and subordinates alike. I am continually looking for growth opportunities and never stop working to improve myself and the organizations to which I belong.
Wolf River Electric
View- Website:
- wolfriverelectric.com
- Employees:
- 7
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Chief Financial OfficerWolf River Electric Sep 2023 - PresentIsanti, Minnesota, United StatesSpecializing in Solar Installation, Home construction, roofing, and more
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Financial OfficerWolf River Electric Sep 2023 - Jan 2024Isanti, Minnesota, United StatesManage financial operations for Wolf River Electric's Solar Installation, Electrical, Roofing, and Construction divisions.
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Battalion Signal OfficerMinnesota Army National Guard Aug 2018 - PresentS6 834Th Asb, 34 Ecab, 34 IdAs the senior signal officer for the 834th Aviation Support battalion, it is my duty to advise the Commander and Staff officers on all communications related issues, establish and maintain the IT network and meet all deadlines in a hi tempo environment. I also run a help desk with a team of 4 Soldiers to support over 350 end users to ensure all systems are compliant with network requirements and provide help desk support as needed to mitigate downtime. -
Knowledge Management OfficerMinnesota Army National Guard Dec 2019 - Nov 2020Camp Buehring, Kuwait• Managed a unit Sharepoint website for over 350 users by managing calendars, task trackers, and lists built to assist unit collaboration• Used the five steps of knowledge management to ease the flow of knowledge: Assess, Design, Develop, Pilot, Implement• Planned and implemented unit standard operating procedures and policies though the use of a knowledge management action plan• Created 7 apps to enhance shared understanding, learning, decision making, and movement of knowledge within the organization to boost unit performance• Created an asset and task tracker for the Non-Tactical Vehicle cell which enabled the unit to reduce the personnel requirement by 66%• Implemented user account tiers in order to control the access and permissions of over 350 users which ensured successful data management and protection
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ManagerCla (Cliftonlarsonallen) Jun 2022 - Aug 2023Minneapolis, Minnesota, United StatesManage and develop relationships with great clients.Assist clients with meeting their tax and financial planning objectives by using a range of tools (including wealth transfer and estate planning).Research and draft technical tax memoranda on various tax issues for clients.Review and sign a variety of tax returns and serve as a subject matter expert when appropriate.Be creative with staff development, mentoring, and overseeing client engagement teams. -
Tax ManagerMair & Associates Pllp Nov 2020 - Jun 2022Shoreview, Minnesota, United States● Deliver a full range of tax services in compliance with laws and regulations within industry deadlines● Build relationships and interact with clients to provide excellent planning, consulting and expertise● Provide innovative tax planning and tax projections● Review complex income tax returns● Identify and mitigate tax risks● Manage tax provision and tax compliance processes● Improve processes by developing or implementing best practices● Prepare and review federal and state income taxes for individuals, businesses, benefit funds, realestate, and exempt organizations.● Prepare internal memoranda, written correspondence● Provide guidance to the client in response to federal and state notices and other documents forsubmission to the IRS or Treasury Department.● Train staff, review and evaluate their work.● Manage multiple clients, budgets and production goals. -
Senior AccountantSchlenner Wenner & Co Jul 2017 - Nov 2020St. Cloud, Minnesota Area• Managed a team 5 – 10 employees depending on seasonal workload• Managed a book of 80 clients comprised of individual, small business tax, and non-profit organizations• Oversaw and prepared over 200 tax returns for C-Corporations, S-Corporations, partnerships, non-profit organizations, estates, trusts, and individuals• Oversaw and prepared financial statement audits, reviews, and compilations for 15 clients• Performed as the subject matter expert on multi-state C-Corporation and S-Corporation tax returns• Assigned as the project lead on three clients whose revenue grosses over $30 Million per client• Periodically met with clients to align goals and expectations using budgeting and analysis• Provided tax and financial reporting consulting as needed to help clients achieve their goals -
In-Charge AccountantSchlenner Wenner & Co Jul 2013 - Jul 2017St. Cloud, Minnesota Area• Prepared complex, multi-state tax returns for over 25 small to medium-sized businesses • Prepared over 150 tax returns for C-Corporations, S-Corporations, partnerships, non-profit organizations, estates, trusts and individuals • Prepared business valuations, projections, and budget analysis reports in a hi tempo environment• Prepared financial statement audits, reviews, and compilations for 10 clients• Managed the training program for seasonal internship personnel (typically 3-4 interns per season)• Worked directly with Staff Accountant I and II’s to groom them for higher roles and more complex projects
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Staff AccountantSchlenner Wenner & Co Jan 2012 - Jul 2013St Cloud, Minnesota, United States• Prepared tax returns for over 100 S-Corporations, partnerships, non-profit organizations, and individuals.• Prepared business valuation and budget analysis reports for clients on a quarterly basis• Prepared financial statement reviews and compilations for 7 clients• Used Microsoft Office to prepare reports and financial statements to assist management with strategic decision making
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2Nd LieutenantMinnesota Army National Guard May 2014 - Aug 2018834Th Asb C CoWarfighter Information Network-Tactical (WIN-T) Platoon Leader• Led a platoon of 38 soldiers to provide tactical network connection for over 50 users in the Brigade Headquarters element• Maintained accountability and operability of over $5 million of equipment• Filled in a position two grades higher during the 2017 annual training period (Talisman Saber) resulting in effective network connection and uninterrupted services for users• Planned and executed a two year training plan for 38 soldiers, three Satellite Transmission Terminals, one Joint Network Node, and two High Capacity Line of Sight Radios (HCLOS) which significantly impacted the platoon’s readiness to deploy• Planned and executed three retransmission missions which ensured the effective broadcast of eight tactical radio nets used by three company elements over a large training area
Jon Latcham, Cpa Education Details
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Accounting
Frequently Asked Questions about Jon Latcham, Cpa
What company does Jon Latcham, Cpa work for?
Jon Latcham, Cpa works for Wolf River Electric
What is Jon Latcham, Cpa's role at the current company?
Jon Latcham, Cpa's current role is Chief Financial OfficerWolf River Electric.
What is Jon Latcham, Cpa's email address?
Jon Latcham, Cpa's email address is jo****@****ect.com
What schools did Jon Latcham, Cpa attend?
Jon Latcham, Cpa attended St. Cloud State University.
Who are Jon Latcham, Cpa's colleagues?
Jon Latcham, Cpa's colleagues are Devante Wright, Krystal Cameron, Sarah Caviness, Noah Bogosh, Danielle Seeley, Luke Johnson, Cailyn Westberg.
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