Certified Public Accountant
Jason Morehouse, CPA
Business Manager
Tempe,AZ
Summary
Adaptive CPA with 8 years streamlining audits and optimizing tax strategies, enhancing financial operations and cost efficiency.
Overview
1
1
18
18
years of professional experience
4
4
years of post-secondary education
Work History
Business Manager
The University of Arizona
Phoenix, AZ
07.2024 - Current
- Successfully optimize FTE effort for grant funds and discretionary funds for approximately 100 faculty, staff, and graduate assistants.
- Manage and distribute Monthly, Quarterly, and Annual Financial Summary Reports for 28 faculty members at the College of Medicine.
- Head, submit, and implement fiscal year annual budgets for 28 faculty members and 7 departments.
- Regularly submit budget modification requests in order to hire an ever growing staff.
- Reconcile discretionary and grant accounts to meet needs of faculty and regulatory agencies.
- Routinely meet and collaborate with other key departments-such as Human Resources and Faculty Affairs.
Clinical Research Coordinator Site Lead
The University of Arizona
Phoenix, AZ
01.2018 - 07.2024
- Provide public relations for the All of Us Research Program-a landmark human services program funded by the National Institutes of Health to develop precision medicine and improve quality of life.
- Advocated human services—including healthcare—for populations under-represented in research.
- Positive daily interaction with under-represented populations daily to advocate representation in research; this includes Hispanic/Latino, Native American, African American, and 65 and over citizens as well as unhoused/homeless populations.
- Successfully performed in role as Site Lead for Banner Ocotillo Medical Center-requiring a focus on reaching daily and monthly goals.
- Served as Replacement Site Lead for Banner Baywood Medical Center and Banner Gateway Medical Center
- Effectively supervised clinical research staff-including the empowerment of staff members to graduate from Clinical Research Coordinator I to Clinical Research Coordinator II level.
- Collected biospecimen and performed several physical measurements on participants enrolled in the All of Us Research Program.
- Trained incoming Clinical Research Coordinators in phlebotomy as well as other biospecimen collection.
- Created models for analysis simplification used by other colleagues for engagement.
- Educated staff on organizational mission and goals to help employees achieve success.
- Managed patient recruitment, informed consent process and data entry to support trial objectives.
- Assessed patients'' eligibility criteria following strict adherence to inclusion/exclusion guidelines.
- Maintained great relationships with physicians as well as Banner nurses, care staff, and many others in hospital operations.
- Set up information tables and presentations with key community partners and Banner Health locations to create awareness and education with a diverse group of people from all walks of life.
- Scheduling individuals at Banner Health locations to complete health surveys, physical measurements, and collect biospecimen to further individualized medicine.
- Trained other clinical research staff in the process of engaging potential participants and expressing the importance of the All of Us Research Program.
- Developed numerous files to quantify and aggregate success of the All of Us Research Program staff and the added benefits to Banner Health sites.
- Volunteered and took the lead on several special projects to improve program tools and outcomes-including numerous REDCap development projects.
- Selected to present and introduce the All of Us Research Program to the former United States Surgeon General Jerome Adams.
- One of the leading enrollers of participants in the Arizona All of Us Research Program since its inception.
Senior Field Community Organizer
Arizona Democratic Party
Phoenix, AZ
07.2015 - 11.2016
- Carried out public relations for the Arizona Democratic Party.
- Point person for precincts in Arizona to get voters to the polls in the elections.
- Registered over 1,000 new Arizona voters.
- Called approximately 200 constituents a day to recruit volunteers and to confirm voters would be voting in primary and general elections.
- Recruited over 500 volunteer shifts to register new voters, call prospective voters, and canvass neighborhoods to contact voters.
- Managed two employees that provided support in all field operations for my precincts.
Staff Accountant
Arizona Financial Credit Union
Phoenix, AZ
12.2013 - 01.2015
- Compiled credit union quarterly income statement and balance sheet for presentation by the controller and CFO.
- Managed month-end closing processes, ensuring timely and accurate financial reporting.
- Reconciled general ledger accounts to maintain integrity of financial data.
- Managed the cash management process, input all cash activity for the credit union in the general ledger, ordered cash for ATM fills, and borrowed against line of credit to buy additional investments for the credit union.
- Developed and implemented streamlined accounting procedures to enhance operational efficiency.
- Mentored junior staff on accounting principles and software utilization.
- Extensive use of all Microsoft Office Suite applications-including Access for credit union account balances.
Financial Controller
10ZiG Technology
Phoenix, AZ
02.2012 - 10.2012
- Managed the accounting and finance department for the multi-million-dollar revenue technology company that manufactures thin client consoles.
- Directed financial reporting and analysis to drive strategic decision-making by head executives.
- Successfully managed accounting and accounts receivable collections staff.
- Oversaw budgeting processes, ensuring alignment with organizational objectives and resource allocation.
- Reduced day's sales outstanding by 30 days by revising the methods of contacting clients for collection.
- Closed the accounting period with accrual journal entries and produce the final month end financial statements.
- Implemented internal controls to enhance compliance and reduce financial risks throughout operations.
- Used SAP Business One accounting software.
Contract Accounting Professional
Randstad Finance and Accounting
Phoenix, AZ
05.2011 - 09.2011
- Prepared and booked month end accrual journal entries for individual profit centers.
- Reconciled balance sheet and income statement accounts and update the account reconciliations at month end.
- Converted account reconciliations from the Great Plains to the Oracle general ledger format.
- Compiled database of real property acreage, building description, and assessment value.
Children's Program After-School Teacher
Central Arizona Shelter Services
Phoenix, AZ
04.2009 - 06.2011
- Provided homeless and underprivileged children ages 6 through 17 with positive environment for homework, educational games, and activities.
- Facilitated activities that promoted teamwork and cooperation among students.
- Collaborated with parents to address student needs and support learning objectives.
- Implemented behavior management strategies to maintain a positive classroom environment.
- Chaperoned kids on field trips that promote and emphasize educational and creative awareness.
- Recipient of the 2010 Moving Life Forward Award and the 2011 Shining Star Award.
Senior Manager Joint Venture Accounting
Fresenius Medical Care NA
Tempe, AZ
03.2008 - 10.2010
- Lead accountant for the largest dialysis services joint venture in the company.
- Prepared and presented monthly financial statements for this 50-dialysis facility joint venture with average annual net revenues of $160 million.
- Analyzed opportunities for improvement to increase revenue and cash flow for joint venture.
- Managed staff for outstanding accounts receivable balance.
- Completed all revenue collections within regulation for Medicaid, Medicare, and insurance based on federal and state law.
- Formulated crucial joint venture cash flow forecast that incorporated days' sales outstanding as well as projected revenue and expenses.
- Successfully managed two annual joint venture audits by KPMG.
- Distributed final audited joint venture financial statements to the ownership group.
- Assisted the division controller with essential month end general ledger entries-including the calculation of the bad debt entry for the division.
- Used SAP accounting platform for accounting and finance preparation.
Education
Bachelor of Science - Accounting
University of Phoenix
Phoenix 06.1999 - 05.2003
Skills
- Inventory Management
- Audit Compliance
- Financial Analysis
- Budget Management
- Data Reporting
- Trend Forecasting
- Expense Reduction
- Cost Efficiency
- Strategic Planning
- Improvement Plan Knowledge
Certification
- Certified Public Accountant - American Institute of CPAs
Timeline
Business Manager
The University of Arizona
07.2024 - Current
Clinical Research Coordinator Site Lead
The University of Arizona
01.2018 - 07.2024
Senior Field Community Organizer
Arizona Democratic Party
07.2015 - 11.2016
Staff Accountant
Arizona Financial Credit Union
12.2013 - 01.2015
Financial Controller
10ZiG Technology
02.2012 - 10.2012
Contract Accounting Professional
Randstad Finance and Accounting
05.2011 - 09.2011
Children's Program After-School Teacher
Central Arizona Shelter Services
04.2009 - 06.2011
Senior Manager Joint Venture Accounting
Fresenius Medical Care NA
03.2008 - 10.2010
Bachelor of Science - Accounting
University of Phoenix
06.1999 - 05.2003