Summary
Overview
Work History
Education
Skills
Certification
References
Timeline
Generic

Jaime Kelley

Elkhart,IN

Summary

Seasoned Director of Finance with a proven track record at Inovatus Solar, adept in leveraging financial management tools and Excel to drive organizational growth. Expert in GAAP standards and financial analysis, I excel in strategic planning and fostering professional development within teams. Demonstrates robust analytical skills and a commitment to achieving financial excellence.

Overview

9
9
years of professional experience
1
1
Certification

Work History

Director of Finance

Inovatus Solar
South Bend, IN
08.2024 - Current
  • Invested funds and recommended appropriate dividend issuances based on historical dividend patterns and expected cash flows.
  • Oversaw annual budgeting process, ensuring alignment with organizational goals and financial sustainability.
  • Championed the adoption of new technologies and financial systems to streamline processes and improve data accuracy.
  • Conducted research on potential investments and acquisitions to determine their potential profitability.
  • Assisted senior management in developing strategies for improving overall financial performance of the organization.
  • Managed and developed finance department staff, fostering a culture of continuous improvement and professional growth.
  • Advised executive team on financial implications of business activities, strategic initiatives, and operational changes.
  • Prepared monthly, quarterly, and annual financial statements including balance sheets, income statements, cash flow statements.
  • Managed relationships with tax authorities, bankers and auditors.
  • Coordinated preparation of external audit materials and external financial reporting.
  • Managed treasury functions, including cash management, investments, and liquidity strategies to optimize financial resources.
  • Analyzed complex financial data sets to provide insights into business performance patterns over time.
  • Supervised accounts payable and receivable operations, improving cash flow management and reducing outstanding debts.
  • Coordinated with HR on payroll management and benefit fund allocations, ensuring accuracy and compliance.
  • Led the preparation and presentation of monthly, quarterly, and annual financial reports to board members and stakeholders.
  • Worked closely with other departments such as marketing, sales, production, providing advice on how best to achieve their goals while maintaining fiscal responsibility.

Director of Treasury

City of South Bend
South Bend, IN
08.2023 - 08.2025
  • Managed City's cash and debt positions.
  • Directed cash management strategy implementation for organization.
  • Evaluated potential for new debt issuance and restructured existing obligations.
  • Managed Accounts Payable and Payroll operations to ensure payment accuracy.
  • Manage and synchronize monthly close processes.
  • Oversaw preparation and analysis of bank reconciliations for City accounts.
  • Resolved discrepancies between General Ledger and bank statements efficiently.
  • Developed processes to optimize revenue recognition, ensuring alignment with company policies.
  • Enforced cash management internal controls with careful precision.
  • Acted as sole liaison for all bank representatives.
  • Recorded interest and investment income.

Director of Finance

Heartland Footwear Inc.
South Bend, IN
02.2023 - 08.2023
  • Directed financial strategy through performance evaluation and risk analysis.
  • Maintained consistent awareness of company's financial status, taking proactive measures to avoid issues.
  • Spearheaded establishment of company's financial IT infrastructure.
  • Directed financial planning initiatives by evaluating performance metrics and identifying risks.
  • Maintained continuous oversight of financial status to mitigate potential risks.
  • Managed implementation of robust financial IT system.
  • Established performance benchmarks for accounting and finance teams.
  • Manage complete audit operations.
  • Designed corporate fundraising strategy to align with organizational goals.
  • Completed comprehensive financial performance reports on a quarterly and annual basis.
  • Perform data analysis to generate forecasts.
  • Ensured compliance with financial regulations.
  • Demonstrated comprehensive understanding of corporate finance and accounting laws.
  • Applied comprehensive expertise in financial analysis and forecasting.
  • Leveraged MS Office and financial management tools to streamline processes.
  • Exemplified strategic thinking with robust analytical skills.
  • Exhibited outstanding abilities in coordinating and managing projects.
  • Demonstrated exceptional communication skills.

Assistant Controller

Star Fleet Trucking
Middlebury, IN
04.2020 - 02.2023
  • Supported local HR operations with corporate staff assistance.
  • Managed month-end closing procedures for public enterprises.
  • Adhered rigorously to GAAP standards in all financial processes.
  • Supported audit readiness through accurate document collection.
  • Utilized various systems, including ERP and TMS systems, on a daily basis.
  • Performed monthly close by preparing journal entries.
  • Managed AR and AP postings alongside regular accounting functions such as billing and tax documentation.
  • Evaluated collection reports to determine collections status and outstanding balance amounts.
  • Managed accounting, payroll, and financial reporting activities.
  • Conducted month-end closing activities such as accruals, amortization of prepaid expenses and other adjustments.
  • Validated systems and procedures to support program implementation and streamline auditing processes.
  • Implemented multiple software conversions, desktop setup, and staff training.
  • Facilitated and completed annual financial statement audits and reviewed results.

Assistant Controller

Classic Transportation
Elkhart, IN
12.2017 - 04.2020
  • Managed daily invoice processing activities.
  • Managed daily receivables transactions efficiently.
  • Managed daily transactions including driver deposits with precision.
  • Handled AP operations with focus on invoice documentation.
  • Coordinated onboarding processes to establish escrow accounts and manage paybacks.
  • Completed a wide range of additional responsibilities.
  • Reviewed sales numbers and calculated commissions.
  • Assisted Controller with implementing new software systems related to finance and accounting operations.
  • Validated systems and procedures to support program implementation and streamline auditing processes.
  • Managed AP and AR operations, coordinating staff workflows and reviewing completed work to reduce errors.
  • Monitored accounting, payroll and financial reporting activities.

Payroll Specialist/System Administrator

Gurley Leep Automotive Group
Mishawaka, IN
03.2017 - 11.2017
  • Responsible for weekly payroll for over 1300 employees in 2 different states
  • Reviewing and submitting pay for all hourly, salary, commission and flag rate employees
  • Weekly commission's calculation for over 40 employees
  • Daily system maintenance including system configuration and general ledger configuration
  • Weekly journal accounting journal entries
  • Service work in progress calculations and uploads weekly for all store locations

Plant Administration

Thor Motor Coach
Elkhart, IN
04.2016 - 07.2016
  • Responsible for daily operations of plant including weekly payroll and time entry for over 150+ employees with unit adjustments
  • Parts and vendor communications and tracking for shortages and plant usage using DAX
  • Daily reporting of yard and shipments of units to audit and quality along with transportation
  • Updating and tracking all unit entry and status in DAX along with shortages and vendor issues
  • Responsible for plant accounting, along with purchase orders for outside vendors and submitting of receipts to home office for payment
  • Quality inspection of all units for shortages to ensure consistency and sound product
  • Weekly creation of unit schedules along with creation of travelers for production

Education

Master's degree - Accounting

Indiana Institute of Technology
02.2025

Bachelor of Applied Science - Labor Studies

IUSB
South Bend, IN
06.2022

Associate's degree - Accounting

Ivy Tech Community College
Elkhart, IN
01.2020

Skills

  • CREDIT
  • ACCOUNTING
  • INVENTORY
  • FINANCE
  • WARRANTY
  • ADP Payroll Management
  • Human Resource Management
  • Accurate Data Entry
  • ADP
  • Skilled in QuickBooks Financial Management
  • Payroll
  • Bookkeeping
  • Accounts Receivable
  • Accounts Payable
  • Microsoft Excel
  • Outlook
  • Budgeting
  • Excel
  • Great Plains
  • Detailed Financial Ledger Oversight
  • Monthly Account Reconciliation
  • Expertise in Financial Documentation
  • GAAP
  • Office Management
  • Balance Sheet Reconciliation
  • General Ledger Reconciliation
  • Journal Entries
  • Microsoft Office
  • SharePoint
  • Power BI
  • Analysis skills
  • Bank Reconciliation
  • Sage
  • Financial Analysis
  • Forecasting
  • Financial Statement Preparation
  • Escrow
  • Auditing
  • Financial Management

Certification

  • Sage Accounting, 08/01/18
  • Bookkeeping, 08/01/18
  • Technical Certificate in Accounting, 08/01/18
  • Microsoft Office Specialist Excel, 09/01/18

References

References available upon request.

Timeline

Director of Finance

Inovatus Solar
08.2024 - Current

Director of Treasury

City of South Bend
08.2023 - 08.2025

Director of Finance

Heartland Footwear Inc.
02.2023 - 08.2023

Assistant Controller

Star Fleet Trucking
04.2020 - 02.2023

Assistant Controller

Classic Transportation
12.2017 - 04.2020

Payroll Specialist/System Administrator

Gurley Leep Automotive Group
03.2017 - 11.2017

Plant Administration

Thor Motor Coach
04.2016 - 07.2016

Master's degree - Accounting

Indiana Institute of Technology

Bachelor of Applied Science - Labor Studies

IUSB

Associate's degree - Accounting

Ivy Tech Community College
Jaime Kelley