Jonathan Moore Email & Phone Number

Fossil, Or

•Sole Business/Finance Administrator for entire District which included an elementary school, High School, and a Distance Learning program, with total enrollment of 417 students and a total staff of 31 regular employees and 4 substitutes. •Completed and executed all functions related to Humans Resources and Payroll management for the district.•Human Resource Duties Included: managing new employee orientation and hiring procedures; ensuring new employee trainings; placing new employees on salary schedule and writing related contracts; initial set up in PERS, OEBB, and other related supplemental benefit plans including section 125 plans and ensured related compliance requirements; set up and maintained employee leave records, continuing education plans, and state experience for ODE reporting; Monitored teacher’s licenses for renewal dates; maintained and reviewed district employee files for review by district auditors. •Payroll Management duties included: Initial payroll set up for employees in district accounting software (Infinite Visions); Monthly set up of employees benefit and salary changes; calculated monthly payroll and associated payroll costs for all district employees for timely upload of direct deposit file before payroll deadline; responsible for the completion and filing of Quarterly and annual reports including IRS 941, OR state Form OQ and 132, IRS W-2, and OR WR; complete monthly, quarterly, and annual reconciliation reports for salary and benefits as a means of quality control of payroll files and for submission to district auditors.•Manage, record, and account for all district financial transactions•Use Business analysis and knowledge of State School Fund Grant to make recommendation to superintendent for budgetary ideas and policy.•Create annual estimates of payroll for use in annual district budget•Draft and recommend annual district budget to Superintendent and district budget committee.

Lincoln City, Or

-Planned, Prepared, and reviewed individual, corporate, and partnership tax returns.-Prepared Income tax basis compiled financial statement.-Participated in client Reviewed Financial statement planning and financial analysis.-Extensive use of Quickbooks for bank reconciliations, general ledger adjustments, and financial statement preparation-Reconciled General Ledger Accounts and determined and posted adjusting journal entries to General Ledger Accounts.-Worked closely with assigned clients to meet very tight deadlines and advised clients of needed internal controls, and other financial needs. -Responsible for daily maintenance of server back up process and updating and downloading new software to each work station in small office.-Key member of team for implementing paperless filling system using digital storage software and scanning software. -Helped charitable and not-for-profit entities with budgeting and bookkeeping issues.

Bachelor Of Science (B.S.), Accounting And Finance

Completed BS in Accounting and Finance

Master Of Business Administration (Mba), Business Administration And Management, General

Completed MBA in Leadership and Strategy