Jonathan Judd Email & Phone Number

Salt Lake City, Ut, Us

Accomplishments:- Prepare and filed clients' tax returns for 2021 and 2022 years, including complex tax issues for retirement income and investments, LLC's, and estates.- Provided strategic advice and analysis for clients investment opportunity- Developed annual budgets and forecast, including setting up bookkeeping for monthly business cycles.- Assisted with day-to-day, ensuring timely completion of essential projects and exceeding expectations.- Established and maintained productive working relationship with the State of Utah with services in various departments to foster collaborative partnerships and achieve shared goals.

Accomplishments:- Successfully managed the full cycle accounting process and delivered accurate financial reports in compliance with US GAAP Standards. Prepared monthly financial packages and presented financial performance to the management team. Provided weekly financial updates, including key performance metrics for the month-to-date.- Effectively led, mentored, and developed a team of eight employees through providing valuable insights, ongoing training, and sideline coaching. Streamlined office workload to ensure consistent completion of day-to-day tasks and efficient month-end close. Oversaw team collaboration for business continuity during remote work arrangements amidst the pandemic.- Professionally supported external and internal audit relationships, enforced site internal controls, and implemented necessary changes to mitigate risks of fraud and financial errors.- Successfully identified and implemented cost-cutting measures that sustained the site during the uncertainty of COVID-19. On track to deliver 50% more than budgeted EBITDA for 2021.- Meticulously prepared the annual budget and quarterly business updates, engaging with multiple key stakeholders and presenting results to generate buy-in from the management team.- Diligently managed Accounts Payables, Accounts Receivables, Treasury, and Payroll. Facilitated successful conversions for A/P ACH payments and Payroll Processing.- Administered the 401k defined-contribution plan, overseeing on-boarding of direct and temporary employees to meet business needs. Managed employee benefits by providing competitive insurance options for the workforce.- Ensured uninterrupted business operations by actively managing the network system, hardware equipment, and software agreements.Direct Reports: 3

Chesterfield, Mo, Us

Accomplishments:- Proactively served as a liaison between Finance and Information Technology teams, effectively driving project management efforts to ensure timely completion and achievement of objectives. Key projects resulted in efficiency gains and improved transparency for financial data. Key Projects included: Oracle Journal Voucher Approval automation; Capital Spending Approvals: Budgeting, Forecasting, and Project Tracking; BlackLine implementation, Oracle Data Base integrations - Consistently delivered dependable ad-hoc reports and dashboards for the Executive and Operational Management teams, providing valuable insights for informed decision-making.- Deliver accurate timely Month End Close and complete financial analysis.- Assisted Costing Department with trouble shooting Standard Costing errors and addressing concerns.- Assisted all locations with Financial performance and stepped up as stand in during turn over situations.

Nanterre, Île-De-France, Fr

Accomplishments:- Provided comprehensive support to the management team in leading a Just-in-Time (JIT) Tier-1 automotive facility, by effectively illuminating financial information and key performance indicators (KPIs) for informed decision-making.- Successfully identified and capitalized on opportunities to recover profit leaks, resulting in the submission of claims that led to the recovery of over $16 million in profit leaks during the duration of the project.- Successfully trained 5 N+1 Managers to preform their job functions.- Completed financial modeling for sites, including forecasts and budgeting.- Annually updated Standard Costs, and preformed monthly Standard Analysis.- Maintained the Delegation of Authority for spending at the site, tracked spending and provided daily updates.- Professionally supported external and internal audit relationships, enforced site internal controls, and implemented necessary changes to mitigate risks of fraud and financial errors.- Successfully managed full fixed asset and physical inventories.- Managed Premium Freight and extraordinary spending.Direct Reports: 4

Accomplishments:- Delivered accurate and timely month-end close- Performed daily analytics of for 9 sites, and published to the management team- Completed Full Fixed Asset and Finished Goods/Raw Materials Physical Inventory - Successfully managed aging Open PO's to mitigate spending risks- Preformed analysis and completed, Standard Costing and Actualized Costing updates- Professionally supported external and internal audit relationships, enforced site internal controls, and implemented necessary changes to mitigate risks of fraud and financial errors.- Capital Projects management- Developed innovated Gnatt Dashboard for Production Scheduling and customer protectionDirect Reports: 1

Accomplishments:- Developed Activity Based Costing database within Oracle's Costing frame work, identified cost savings measures, cross department collaboration- Maintained Activity Based Costing and Standard Costing in Oracle- Delivered accurate and timely month-end close- Managed Payroll conversion for the site, gaining efficiencies in payroll processing- Processed daily cash deposits- Managed A/R aging report, following up with customers and successfully reduced aging by 66%- Developed employee personal finance program and effectively rolled out to multiple sites - Managed relationships with top management team and advised on company financial policy- Implemented several tracking tools for cost analysisDirect Reports: 1

Bloomington, In, Us

Accomplishments:- Completed check proofing timely, ensuring checks were submitted to clearing house daily to mitigate risk- Completed Daily Cash Reconciliations for multiple cash accounts- Processed checked adjustments with error through the Federal Reserve Check clearing system- Processed all foreign checks for members- Processed all ACH transactions for credit union, included ACH exceptions making sure NACHA standards were followed- Maintaining working knowledge of Banking Industry Standards- Managed FSA and HSA accounts for credit union employees- Developed ACH origination for the credit union to offer to members- Managed $500M in mortgage loans, applying the servicing, pipeline, and sales of loans- Managed the processing of members VISA cards and addressing processing errors- Balanced and funding the Credit Unions ATM's- Processed and managed Cashiers Checks for the Credit Union- Processed and uploaded wire transactions for members on the FedWire site- Maintained the full business cycle of the credit union service organization, which included revenue recognition, commission, accounts payables, accounts receivables, general ledger management, payroll processing- Maintained Fixed Asset Database, completed and filed the property taxes, managed spending for growth including new locations. - Processed Student loan payments- Successfully completed ERP conversion- Completed accurate and timely month-end closed, including balance sheet reconciliations- Professionally supported external and internal audit relationships, enforced site internal controls, and implemented necessary changes to mitigate risks of fraud and financial errors- Completed Payroll processing for Credit Union, managed and reported tax liabilities to respective agencies- Successfully completed check imaging implementation, converting check proofing to images- Completed cross training and business continued testing

Memphis, Tn, Us

Accomplishments:- Directed team of 20 in day-to-day job functions to completed essential offloading tasks for the nightly sort at FedEx Express hub- Organized and setup for the nightly sorts, making sure the correct tools and instruments were in place- Excel in a faced paced environment with effective communication and direction for direct reports- Maintain effective relationships and leadership skills for direct reports- Supported direct reports in their career goals and listened to there needs- Report on direct reports issues and address them accordingly- Audit freight when required to insure the tracking of freight was completed and delivered on timeDirect Reports: 20

B.S., Accounting

Associate, Accounting