Jacob Bickley
Altoona,PA
Summary
Experienced finance and accounting professional, with a diverse professional resume. With a broad and well-rounded skill set, I excel at managing all aspects of corporate finance, including a comprehensive knowledge of the healthcare sector. I am actively seeking a challenging position with an exceptional organization to help achieve and exceed financial objectives. Authorized to work in the US for any employer.
Overview
10
10
years of professional experience
Work History
VP of Finance
PHI Medicine
04.2019 - Current
- Managed corporate tax compliance and reporting activities, formulated and executed tax strategies to maximize corporate tax efficiency
- Administered daily cash flow operations, including cash position monitoring and liquidity management
- Directed budgeting and expense management activities to align with organizational objectives
- Developed monthly, quarterly, and annual budgets and financial projections
- Coordinated with department leaders and key stakeholders to gather input for budget creation
- Operated month end close process, ensuring all financial data was properly recorded and reconciled
- Prepared and presented monthly financials to senior management, communicated financial trends, variances, and KPI’s
- Cultivated and maintained strong banking relationships with key financial institutions
- Conducted comprehensive financial analysis to support decision making and business planning
- Managed end-to-end payroll processing, overseeing all aspects of payroll including data entry, calculations, and disbursements
- Led the successful implementation of Quickbooks accounting software to streamline financial processes
- Successfully managed the end-to-end accounts receivable and accounts payable processes.
Finance Manager
Notal Vision, Inc
09.2016 - 03.2019
- Analyzed internal and external data elements to identify variances, monitor trends and provide financial insight to the executive management regarding key operational procedures
- Maintained budgetary control procedures and analyze variances to provide feedback to executive management
- Conducted revenue analysis, detailed reports providing AR breakdowns, and trends and variances occurring on a month- to-month, or annual time period
- Managed a third-party billing vendor and oversaw the entire billing and collection process from invoice generation to payment collection
- Reviewed, analysis, and presentation of financial statements for executive management team
- Collaborated with budget Owners to manage their departmental spending and provide insight into planning and forecasting
- Responsible for payroll submission as well as overseeing the employee benefit plan and monitoring human resource policies
- Oversaw the implementation and integration of Revenue Cycle Management software
- Managed and reviewed employee expense reports and provided analysis as well as implementation of cost saving measure.
Staff Accountant
Cundiff & Associates
07.2014 - 09.2016
- Created, prepared, and presented financial statements, as well as evaluating financial data for accuracy
- Participated in internal and external audit processes to establish accurate financial records and comply with Generally Accepted Accounting Principles and regulatory requirements.
- Led and assisted in corporate and non-profit audit clients ranging from $5K-$70M in annual revenue
- Performed monthly bank reconciliations
- Responsible for end of year filings including 1099-M, personal property taxes, and corporate licensing
- Experience with a wide range of individual, partnership, and corporate tax returns
- Preparation of quarterly and annual payroll returns
Treasurer (Volunteer)
Habitat For Humanity
10.2014 - 09.2015
- Preparation of monthly financial statements, and presentation to the board of directors
- Created and evaluated fiscal policy
- Created sound budgetary procedures, processes with CompanyBoard of Directors to
Financial Analyst Intern
Sheetz, Inc
05.2013 - 09.2013
- Completed accounting for cash disbursements daily
- Conducted calculatiion of gasoline inventories for individual stores and used this information to assist in the logistical efficiency of gasoline deliveries
- Responsible for management of several accounts payable accounts, along with monitoring gasoline related fees
- Analyzed and interpreted financial statements.
Education
B.S - Accounting
Indiana University of Pennsylvania
Skills
- Microsoft Office software (Powerpoint, Word, and Excel)
- Cost and Revenue Analysis
- Finance and Accounting Operations
- Closing Procedures
- Preparing Financial Statements
- Accounts Payable and Accounts Receivable
- Monthly Reconciliations
- Corporate Tax Preparation
- Internal and External Audit Support
- Cash Flow and Reconciliation
- Financial Performance Analysis
- Variance Analysis
Timeline
VP of Finance
PHI Medicine
04.2019 - Current
Finance Manager
Notal Vision, Inc
09.2016 - 03.2019
Treasurer (Volunteer)
Habitat For Humanity
10.2014 - 09.2015
Staff Accountant
Cundiff & Associates
07.2014 - 09.2016
Financial Analyst Intern
Sheetz, Inc
05.2013 - 09.2013
B.S - Accounting
Indiana University of Pennsylvania
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