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Julia Jackson is listed as Business Advisor at Creative Planning at Creative Planning, a with 631 employees, based in Lees Summit, Missouri, United States. AeroLeads shows a work email signal at bergankdv.com and a matched LinkedIn profile for Julia Jackson.
Julia Jackson previously worked as Business Advisor at Creative Planning and Business Advisor at Bergankdv. Julia Jackson holds Bachelor Of Business Administration (Bba), Accounting from Drury University.
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AeroLeads found 1 current-domain work email signal for Julia Jackson. Compare company email patterns before reaching out.
Julia Jackson is a Business Advisor at Creative Planning at Creative Planning. She possess expertise in accounting, auditing, financial analysis, due diligence, analysis and 11 more skills.
Listed skills include Accounting, Auditing, Financial Analysis, Due Diligence, and 12 others.
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Kansas City, Missouri, United States
Creative Planning is an independent wealth management firm, also providing business consulting, tax and financial services to clients. Creative Planning works closely with BerganKDV, an independent and separately governed licensed CPA firm that provides audit and assurance services to its clients.
- Offer the expertise to quickly identify and quantify issues and provide meaningful solutions - Help you understand a target company’s strengths, weaknesses, potential risk areas and improvement opportunities to help in your investment decision and post-acquisition integration. - Flexible and tailored transaction management approach - Directed and led firm‐wide training for implementation of a financial dashboard and analysis system. Acted as a liaison between the system provider and firm leadership in implementation, troubleshooting, and enhancement projects.
- Audited a diverse portfolio, including manufacturing and distribution, construction, service providers, not‐for‐profit organizations, and federal award recipients.- Coordinated audit team activities to meet objective within time constraints.- Train, monitor, evaluate, and mentor staff during audit engagements.- Prepare financial statements, including drafting of statements and footnotes.- Led technical training to peers and superiors on compliance auditing.- Applied accounting guidance and research to unusual accounting transactions including lease accounting, Chapter 11 debtor‐in‐possession accounting, and purchase accounting.- Directed and led firm‐wide training for implementation of a new financial dashboard and analysis system. Acted as a liaison between the system provider and firm leadership in implementation, troubleshooting, and enhancement projects.
- Responsible for classification, processing, and posting of invoices for a $2 million insurance agency.- Processed payroll and completed related federal reporting documents.- Reconciled monthly bank statements, reviewed and approved all reimbursement requests.- Compiled all tax documentation for processing.
Kansas City, Missouri Area
- Assisted in the completion of bank examinations and enforcement.- Completed statistical analysis on the real estate market and financial institutional loans.- Attended bank director’s training.
Other employees you can reach at creativeplanning.com. View company contacts for 631 employees →
Sara Harrop
Colleague at Creative PlanningShawnee, Kansas, United States
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VK
Veranika Karnatsevich, Ea, Mst
Colleague at Creative PlanningGreater Chicago Area, United States
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Mary Milam
Colleague at Creative PlanningGreater Tucson Area, United States
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Connor Lawrence
Colleague at Creative PlanningKansas City, Missouri, United States
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Cindy Ghattas, Cfp®
Colleague at Creative PlanningCharlotte, North Carolina, United States
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Nick Hershey
Colleague at Creative PlanningGilbert, Arizona, United States
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Matias Ponce
Colleague at Creative PlanningKansas City Metropolitan Area, United States
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Paul Whitsell
Colleague at Creative PlanningKansas City Metropolitan Area, United States
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Reagan Yelick
Colleague at Creative PlanningLincoln, Nebraska, United States
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KR
Kristin Richardson
Colleague at Creative PlanningOverland Park, Kansas, United States
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Activities and Societies: Student Governmnet Association, Mortar Board - Skiff Chapter and College Bound!
Quick answers generated from the profile data available on this page.
Julia Jackson works for Creative Planning.
Julia Jackson is listed as Business Advisor at Creative Planning at Creative Planning.
AeroLeads has found 1 work email signal at @bergankdv.com for Julia Jackson at Creative Planning.
Julia Jackson is based in Lees Summit, Missouri, United States while working with Creative Planning.
Julia Jackson has worked for Creative Planning, Bergankdv, Bkd Cpas & Advisors, Moyer & Moyer Insurance Agency, Inc., and Federal Reserve Bank Of Kansas City.
Julia Jackson's colleagues at Creative Planning include Sara Harrop, Veranika Karnatsevich, Ea, Mst, Mary Milam, Connor Lawrence, and Cindy Ghattas, Cfp®.
You can use AeroLeads to view verified contact signals for Julia Jackson at Creative Planning, including work email, phone, and LinkedIn data when available.
Julia Jackson holds Bachelor Of Business Administration (Bba), Accounting from Drury University.
Julia Jackson is listed with skills including Accounting, Auditing, Financial Analysis, Due Diligence, Analysis, Risk Management, Mergers And Acquisitions, and Financial Statements.
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