ALISON J. JACOBS
Auburn,ME
Summary
Dynamic professional seeking a part-time position to leverage extensive expertise across various skill sets while contributing to a new organization. Proven strengths in leadership and training, combined with a strong aptitude for problem-solving, facilitate the creation of effective internal controls and streamlined processes. A commitment to fostering team collaboration and building cohesive work environments drives success in achieving organizational goals. Eager to make a meaningful impact through dedicated service and innovative solutions.
Overview
36
36
years of professional experience
1
1
Certification
Work History
Director of Finance and Operations
Berman & Simmons
Lewiston, ME
11.2009 - 02.2026
- Responsible for all Finance, IT and Facilities Management for all 4 offices. Worked closely with shareholder group and managing director regarding financial positions, and strategizing for future financial goals. Plan Sponsor for out Firm retirement account. Liaising with accountants for year end tax work. Project manager for all facilities and IT upgrades. Covered for HR Director during absences and after she resigned her position. 8-10 direct reports.
CPA - Senior Accountant
Albin Randall & Bennett
Portland, ME
01.2003 - 05.2009
- Public accounting firm as a member of the Dealer Division working closely with clients for year-end tax planning, human resource issues, general consulting, pension audits, business tax return preparation, Customer Information Safeguarding compliance, training, office reviews, and other services as needed as well as performing annual Reviews, Audits, & Compilations of their financial statements. I also performed Reviews, Audits, Compilations, Pension Audits, Agreed Upon Procedures, tax return preparations, consulting, training, and tax projections for other industries that include; non-profit organizations, credit unions, manufacturing facilities, and marinas.
Financial Aid Assistant
University of Southern Maine
11.2001 - 09.2003
- Part-time while attending college assisting students with their financial aid, entering student data, and special projects as needed to assist the Financial Aid Manager.
Office Manager
Dealership jobs
Maine, Massachusetts and Florida
11.1989 - 11.2001
- Various dealerships in Maine, Massachusetts and Florida. Most time spent as an Office Manager.
Education
Bachelors Degree - Accounting
University of Southern Maine
Portland, ME01-2003
Associates Degree - Business Management
Mid State College
Auburn, ME01-1986
Skills
- IT skills - Microsoft Office, Quickbooks Online, Adobe Acrobat, Reynolds & Reynolds (served as systems admin), Isolved HRIS, RingCentral and Sharepoint Administrator for most software programs used at the Firm
- Financial accounting - all facets
- Human Resources
- Leadership
- Team building
- Project Manager
Affiliations
- American Institute of Certified Public Accountants
- CGMA
- MECPA
- ALA
- Downeast Chapter of ALA
Certification
Maine CPA license
Timeline
Director of Finance and Operations
Berman & Simmons
11.2009 - 02.2026
CPA - Senior Accountant
Albin Randall & Bennett
01.2003 - 05.2009
Financial Aid Assistant
University of Southern Maine
11.2001 - 09.2003
Office Manager
Dealership jobs
11.1989 - 11.2001
Bachelors Degree - Accounting
University of Southern Maine
Associates Degree - Business Management
Mid State College