Jalen Faison
Summary
Dynamic finance professional with a proven track record in fast-paced environments, specializing in financial analysis and project management. Expertise in precise financial tracking and reporting consistently ensures effective budget management across diverse projects. Proficient in utilizing advanced accounting software to streamline processes and enhance accuracy, contributing to improved operational efficiency. Eager to apply skills in a challenging new role that demands meticulous financial oversight and strategic insight.
Overview
2
2
years of professional experience
Work History
Project Accountant
Clayco Inc
12.2024 - Current
- Collaborated with project managers to track expenses and report variances effectively.
- Set up subcontracts in the accounting system/Textura.
- Monitor subcontracts in the accounting system and Textura.
- Send out weekly Job Cost Detail reports, Non-Labor reports, and CCSR reports to project teams.
- Fill out the TPT AZ5000, AZ5005, AZ5009L, and AZ5000A tax forms.
- Provided journal entries and performed accounting on an accrual basis.
- Make sure sub-billings do not exceed the contract, and/or make sure the PM writes pending change orders.
- Request invoices from subs and vendors if necessary.
- Assist vendors and subcontractors when inquiring about invoice/payment status.
Processor, Direct Bill (Benefits)/Contract
NFP Insurance and Benefits
09.2024 - 11.2024
- Researched customer accounts and ensured timely payments were made.
- Interfaced with external vendors such as appraisers, title companies.
- Maintained accurate records of all loan transactions in database systems.
- Processed invoices, payments, and adjustments to accounts.
- Conducted research on various products and services in order to accurately calculate commissions earned.
- Processed over 500 Commission statements/Checks
Staff Accountant
Vensure Employer Service
06.2024 - 09.2024
- Reconciled intercompany accounts on a monthly basis
- Reviewed and analyzed financial statements for accuracy and compliance with standards
- Prioritized and organized tasks to efficiently accomplish service goals
- Identified needs of customers promptly and efficiently
- Demonstrated strong problem-solving skills, resolving issues efficiently and effectively
- Facilitated communication between departments or teams
- Resolved customer issues quickly while maintaining a high level of professionalism
- Answered telephone calls from customers related to billing inquiries or complaints
- Coded invoices to maintain organized and accurate records
Tax Associate/Intern
ThyssenKrupp Materials NA, Inc.
01.2024 - 06.2024
- Preparation of federal and state income tax returns, personal property tax returns and sales and use tax returns
- Preparing responses to inquiries from Government agencies
- Preparation of working papers to support the accounting for income taxes under international accounting standard 12
- Prepared AR1100CT, RCT-101 1120,1040,1041,1065,990, M-1, M-2, 20C, Municipal Net Profit Tax Returns
Billing Specialist
Rural Metro Medical Services
09.2023 - 12.2023
- Reviewed medical records to ensure accuracy of billing information and patient data.
- Calculated billing charges, prepared and submitted claims to insurance companies.
- Resolved discrepancies between customers' remittances and invoices received.
- Monitored accounts receivable activity to ensure timely payment of invoices.
- Investigated incorrect billings and processed refunds as necessary.
- Answered customer inquiries regarding billings, payments, account status.
Tax Intern
Stenson Tamaddon LLC
06.2023 - 09.2023
- Completed Tax forms (individual and business corporations)
- Reconcile bank statements for bookkeeping
- Trained in CCH software and QuickBooks
- Assisted Tax supervisors when help is needed
- Created Engagement letters
- Gathered and organized financial documents necessary for filing purposes.
- Researched tax regulations, laws, and guidelines related to specific client cases.
Education
Bachelor of Arts - Accounting
Benedictine University
AZ05-2025
Associate of Arts - Accounting
Frontier Community College
Frontier, IL01.2021
Skills
- Microsoft Office
- JDE
- Textura
- DataServ
- PaymentWorks
- PMWeb
- Excel
- Google Docs
- QuickBooks
- CCH Software
- HubSpot
- Adobe PDF
- Microsoft Teams
- Corptax
- Power BI
- Communication
- Project Management
- Commercial claims processing
- Documentation filing
- Bookkeeping
- Month-end close process
- Project accounting
- Statement Reconciliation
- Strong Organization
- Data entry experience
- Journal entries
- Accrual accounting
- Tax form preparation
Timeline
Project Accountant
Clayco Inc
12.2024 - Current
Processor, Direct Bill (Benefits)/Contract
NFP Insurance and Benefits
09.2024 - 11.2024
Staff Accountant
Vensure Employer Service
06.2024 - 09.2024
Tax Associate/Intern
ThyssenKrupp Materials NA, Inc.
01.2024 - 06.2024
Billing Specialist
Rural Metro Medical Services
09.2023 - 12.2023
Tax Intern
Stenson Tamaddon LLC
06.2023 - 09.2023
Bachelor of Arts - Accounting
Benedictine University
Associate of Arts - Accounting
Frontier Community College