Jake Musser, CPA
Philadelphia,PA
Summary
Committed and enthusiastic CPA-certified accountant with more than 7 years of experience in public and corporate accounting. An organized and hard-working team player with strong communication, problem solving, and analytical skills. Knowledgeable in accounting, auditing, and tax concepts with IT related training and financial system implementation experience. Maintain a high level of professionalism and ethics while handling sensitive accounting data.
Overview
8
8
years of professional experience
1
1
Certification
Work History
Financial System Implementation Lead
PECO, An Exelon Company
10.2024 - Current
- Led Project Apollo conversion, cutover, and remediation activities on behalf of all PECO stakeholders, and worked with subject matter experts across Exelon to learn beginning-to-end Oracle financial system processes to understand changes and educate end users across Accounting, Finance and Operations.
- Led and prioritized PECO Controllership team workloads in preparation of new financial system implementation, including training, coaching, engagement and change management.
- Performed over 100 system integration tests to support the design and execution of Exelon's financial systems transformation.
- Completed Exelon's Emerging Leaders program which focused on future management and leadership skill development, and presented Capstone Project to Exelon Controllership team leaders.
- Led and coached another Implementation Lead team member and served as their informal manager.
Senior Accountant
PECO, An Exelon Company
05.2023 - 10.2024
- Led meetings with Project Managers and Business department leads to understand planned future work scopes and determine how work should be treated for financial statement reporting based on FERC Code of Regulations and Exelon's capitalization policy.
- Worked with Business and Investment Strategy to identify project closeout roadblocks and decrease PECO's In-Service Aging Balance from over $1B to $750M in less than 6 months.
- Prepared In-Service Aging Reports and presented month-over-month results to various Business stakeholders of increasing levels, including PECO's Accounting Director, CFO, and VPs.
- Led plant and project accounting trainings for Project Governance team members and other departments such as Finance and Project Management.
- Interviewed, onboarded, trained and managed two Drexel Co-Ops.
- Organized PECO Controllership team events.
Staff Accountant
PECO, An Exelon Company
01.2022 - 05.2023
- Perform day-to-day activities associated with monthly financial statement close process of Fortune 200 transmission and distribution utility subsidiary grossing $3B revenue annually.
- Ensure financial transactions are recorded accurately and timely in accordance with US GAAP and in compliance with SEC and Federal Energy Regulatory Commission reporting requirements.
- Prepare, review and analyze account reconciliations and monthly reporting packages.
- Exercise judgement, initiative, and ingenuity to identify, make decisions on, and resolve financial reporting issues impacting earnings and resource allocation.
- Serve on Finance & Controllership All-Hands committee and organize department meetings focused on safety, diversity, equity, and inclusion.
Senior Accountant
Santora CPA Group
08.2018 - 12.2021
- Responsible for leading and performing accounting, auditing, and tax engagements with business clients grossing $25M revenue annually in various industries including Construction, Engineering, IT, Real Estate, and Service.
- Prepared tax returns and planning services for high-net-worth individuals with complex portfolios.
- Established time budgets and job task responsibilities while coordinating and maintaining client communication and relationships.
- Recorded book and tax adjusting entries, prepared financial statements, researched accounting and tax principles, and made decisions on related matters.
- Served on internal IT committee to help perform on site IT troubleshooting and facilitate technical issues with third-party service provider.
Accounting Intern
Santora CPA Group
06.2017 - 08.2017
- Prepared individual, corporate, partnership, trust, and not-for-profit tax returns.
- Participated in numerous 401(k) audits.
- Researched and presented on various tax, accounting, and audit topics to management.
Education
Bachelor of Science - Accounting And Management Information Systems
University of Delaware
Newark, DE05.2018
Skills
- Oracle Cloud Financial Systems
- Generally Accepted Accounting Principles (GAAP)
- Oracle Hyperion Financial Management
- Financial Statement Preparation and Variance Analysis
- General Ledger and Project Accounting
- CCH ProSystem FX Tax Software
- Microsoft Office Professional Suite
- PWC and RSM Audit Methodology and Accounting
Volunteer Work
Delta Sigma Pi Professional Fraternity - Omicron Omega Chapter
VP of Finance, 02/2017 to 02/2018
- Provided general bookkeeping and financial reports to the board.
- Generated budget projections to determine our yearly expenditures for the year.
Certification
- CPA - Certified Public Accountant, State of Delaware
Timeline
Financial System Implementation Lead
PECO, An Exelon Company
10.2024 - Current
Senior Accountant
PECO, An Exelon Company
05.2023 - 10.2024
Staff Accountant
PECO, An Exelon Company
01.2022 - 05.2023
Senior Accountant
Santora CPA Group
08.2018 - 12.2021
Accounting Intern
Santora CPA Group
06.2017 - 08.2017
Bachelor of Science - Accounting And Management Information Systems
University of Delaware