Jonathan Patton Email & Phone Number

Lawrence, KS, US

Lincoln, Nebraska, United States

• Budgeted and allocated nearly $350,000 in chapter funds towards programming and operations.
• Organized the collection of dues from fraternity members and negotiated equitable payment plans for members in need of financial assistance.
• Utilized effective communication with active members to settle $17,000 of overdue balances.
• Maintained accurate and up-to-date records of income and expenses to provide the executive council with financial advice and data to make decisions.
• Prepared and filed IRS Form 990, accurately reporting income, expenses, and charitable activities.

Kansas, United States

• Utilized extensive knowledge of the firework industry to manage all aspects of the business
• Ordered and monitored a $40,000 inventory by adhering to a budget and developing an organized system to track sales performance in Excel to increase customer retention
• Achieved $100,000+ in sales in four years as general manager, setting sales records in consecutive years through effectively preparing inventory and leveraging strong customer service skills
• Promoted products to customers through listening to their individualized needs and adapting sales strategies to deliver customer satisfaction
• Assisted in building a website for the stand using WooCommerce, ensuring customers had a positive buying experience

Lincoln, Nebraska

• Assisted in the review of financial statements and employee benefit plans by conducting audits for multiple clients across various industries, ensuring compliance with GAAP and firm standards.
• Performed detailed testing of financial records, including cash, investments, long-term debt, and revenue recognition, identifying discrepancies and recommending corrective actions.
• Collaborated with audit teams to gather and analyze client data and documentation in order to prepare work papers supporting audit findings and conclusions.
• Communicated directly with client personnel to clarify audit queries and obtain necessary documentation, contributing to the timely completion of audits.

Omaha, Nebraska, United States

• Prepared and filed individual tax returns for various clients, ensuring accuracy and completeness.
• Analyzed financial documents and identified applicable tax deductions and credits.
• Calculated tax liabilities and maximized client refunds through legal optimization strategies.
• Maintained detailed client files and ensured confidentiality of information.

Lincoln, Nebraska, United States

• Created detailed data visualizations using SQL and Tableau to improve the efficiency of a high-volume purchasing department.
• Communicated with hundreds of vendors to update inventory delivery projections and refine stock and turnover projections.
• Performed a large-scale data cleanup operation of the company’s SOP software to improve the functionality of warehouse operations and the purchasing department.

Lawrence, Kansas, United States

• Trained and managed a team of up to 15 employees at each athletic event by demonstrating each task and assigning responsibilities to ensure service was fast and efficient during gametime rushes
• Verified cash and inventory counts before and after each event to ensure the accuracy of the event sales report
• Maximized stand performance through effective communication to make sales of $5,000 to $10,000 in each game