Jonathan Leite Email & Phone Number

San Francisco Bay Area

• The Center - San Francisco, CANovember 2022 to Present
• Support month-end close, intercompany receivables, bank statement reconciliation,deposit recording, and account analysis
• Develop and improve daily transactions for A/P,A/R,Cash, and reconciliations usingExcel table, PVT’s, vlookups, if(error), if, hlookups, macros, statistical functionsand PVT charts to visulize and analyze trending and.
• Prepare journal entries and reconciliations for accounts receivable, revenue,factoring restricted & and unrestricted funding, and intercompany accounts.
• Support payroll, journal entries, reconciliation, benefits, 401K, sick, leaves ofabsence, vacation, tax
• Cash management operations, check runs, bank reconciliation, and support leadershipwith cash flow objectives.

Oakland, California, United States

• Produced complex Financial and Probability Reports in Excel for $500MM for 150 attorneys
• Preformed accounting analytics
• Managed online application for time and billing management system, front, and back end.
• Work with Business Intelligence tools including SQL programming and MicroStrategy to develop reports and dashboards in Tableau to provide data to stakeholders in Excel and Power BI

San Francisco, California, United States

San Francisco Bay Area

Finance Business Data Analyst/Accounting Temp Kaiser PermanenteKaiser Permanente - San Francisco, CAJanuary 2022 to January 2022Works with senior management team and operation-level managers to design and maintain finance and operations-based metrics. Expenses, Fixed AssetsForecasts for 100,500 members.Work with Business Intelligence tools including SQL.

San Francisco, California, United States

Finance Business Data Analyst/AccountingSan Francisco Health Plan - San Francisco, CAAugust 2011 to June 2018June 2015 – June 2018Works with senior management team and operation-level managers to design and maintain finance and operations based metrics. Expenses, Fixed Assets, andForecasts for 100,500 members and $200M in expenses.Work with Business.

San Francisco, California, United States

Senior Staff AccountantSan Francisco Health Plan - San Francisco, CAAugust 2011 to June 2015Manage weekly FFS Claims disbursement of 500K per month, including the costing of claims payments for multiple lines of business and revenue streams of $300M.Evaluate claims payment data for reasonableness and accuracy and hold payments to reduce costs of.

Provide accounting assistance to the accounting manager in preparing and recording firm transaction in QuickBooks, invoice and vendor managementCommunicate with tax and accounting consulting clients on key tax matters as required by PartnersAuthor detailed tax transmittal letters and prepare packages for individual and corporate clients, partnerships and.

Jasper White’sSFA Restaurant Group, LLC - Boston, MAJanuary 2008 to July 2009Post monthly consolidated journal entries for 3 entities with $25M in revenue, to Great Plains GL module; generate and maintain monthly account reconciliations identifying and documenting variances or un-reconciled amountsPost daily batch sales journal entries to Great Plains GL.

• Boston Public Health Commission June 2006 - January 2008 Boston, MA Program Coordinator II, Planning Council Support/Financial Administration
• Create financial modeling of multiple funding scenarios, based on 25% above and below level funding, and ensure proper recognition of expense categories in the administration of the $25M Title I federal grant program
• Coordinate financial qualitative and quantities reports in Excel and Word; and collect and synthesize financial data for the Mayor’s Council Services included in the Annual Federal Grant Application. Create graphs and.
• Conduct funding stream analysis based on prior year costs, including a financial needs assessment in compliance with HRSA mandates
• Draft financial proposals and service delivery data to accompany other reports for both HRSA and the Council
• Facilitate meetings and serve as staff to Boston EMA Planning Council and its’ committees sponsored by the Boston Mayor’s Office

Executed 404 Controls framework for integrated audit clients, including year of SOX implementationAudit revenue recognition for software under SOP 97.2, and bundled product/service companies that range in size from $1 million and $5 million in annual revenueAnalyze and evaluate company's performance using standard ratio analysis Prepare lead schedules and.

Manage relationships with employers who participate in the NU On Campus Recruiting programAssist in maintaining accurate and complete data in HuskyCareerLink/Experience.com the on-line recruiting management systemDevelop policy through the University President's Gay/Lesbian Advisory CommitteeAdvise finance majors on cooperative education job.

Conduct Job Search workshops for adult clients who were members of the Career Center.Manage existing employer relationships and actively conduct job development activities toincrease the Career Centers employer base resulting in increased placement opportunitiesfor qualified candidatesCreate innovative strategies to market the Career Center to employers.

Accounting Masters Certificate, Accounting, 3.5

Has an an MPA, went to works for Northeastern University and tuition remission for the 14 accounting and finance classes- hired at PWC.

Accounting Certificate - 14 Graduate Classes, Accounting, 3.5

Master Of Business Administration - Mba, Business Administration And Management, General, 3.5

Master, Public Administration

Bachelor Of Arts

Professional Program In Data Analysis, Business Intelligence With Sql Server