Jonathan Goldmann Email & Phone Number

Hillsboro, Or, Us

Portland, Oregon, United States

Financial Accounting:• Prepare and enter journal entries for multiple divisions as needed and for monthly financial close.• Reconcile balance sheet general ledger accounts for accuracy noting reconciling items. • Publish project and fixed asset reporting and comments in monthly financial statement package.• Provide required audit documentation and schedules to ensure a timely and smooth audit process.Budgeting and Analysis:• Collaborate with managers and directors to assemble the annual budget to meet BOD meeting timeline.• Monthly actual vs budget expense variance analysis by cost center.• Communicate variances to stakeholders and implement corrective action. Fixed Assets:• Management of $39M+ fixed assets with transactions including capitalization, transfers, and disposals.• Lead periodical physical asset count to maintain accuracy and meet corporate practice.• Submit annual property tax schedules and monthly reconciliation of TQI to uphold control.Capital Projects:• Manage $10M+ annual capital project budget cycle including BOD communications.• Maintain multiple key data points including budget, timing, and scope for increased project performance.• Implement improvements in processes Power App tools for more robust and transparent management. • Monthly detailed review with stakeholders and financial statement project summary.Current Projects and Additional Responsibilities• Revising reports with Power BI to increase inter-department visibility and reduce workload.• Royalty Management: Built Excel tool to accurately calculate and track royalty rates and liabilities.• IFS ERP implementation team, VENA implementation team, and finance group lead of the SharePoint roll-out.

Hillsboro, Or

Financial Statements, Closing, and General Ledger:• Create Journal Entries as necessary for adjusting entries, payroll, and other various transactions.• Ensure that all accounts and accounting cycles are returning accurate information. Including: Cash, A/R, Depreciation, Fixed Assets, Prepaid Expenses, A/P, Long Term Debt, and Progress Billing.• Create A/R, A/P, Sales, and ad-hoc reports as needed.• Execute month-end and year-end close.• Prepare financial statements for management and CPA firm.Global Shop ERP Implementation Manager and ERP Administrator:• Designed framework from the ground up for our processes to mesh within Global Shop’s structure.• Developed implementation strategy to meet urgent needs and ensure long term success.• Tracked progress and guided implementation through a dynamic environment.• Continually improve system functionality to maximize benefits• Educating myself to ensure we are getting the most from GSS• Provide solutions for GSS errors

Hillsboro, Or

Accounts Payable and Accounts Receivable:• Accounted for complex sales contracts ensuring the integrity of revenue recognition, customer accounts, and future billings.• Verbal and written communication with sales, deployment, customers, and leasing companies.• Frequently negotiated customer payment terms to ensure continuance of on time renewals.• Blended cash levels and internal policy with customer satisfaction to achieve 97% collection rate.• Managed the life cycle of a web-based credit card processing software program which solved consistency issues, allowing customers to view transactions via their online account. • Managed full A/P cycle with checking and credit accounts totaling 1.5M annually.• Accounted for sensitive cash needs through negotiation of payment terms and payment method.Financial Management and Analysis, Reporting, and Account Tracking:• Aggregated, compared and shared support and billing information from multiple internal accounting and CRM systems in order for company decision makers to consider pricing model revisions.• Maintained accurate customer licensing database through standard billing procedures, customer requests, and department management needs.• Aided account reconciliation by rooting out and troubleshooting complex anomalies.• Cash level planning based on budget and actual, revised on a daily basis to ensure accuracy.• Created model to analyze operating results and accurately forecast future needs.• Ad-hoc reporting and analysis to meet spontaneous organizational goals.

Executive Mba, Business

Bachelor Of Science, Accounting And Information Systems