Jamie L. Brodnax
Terre Haute,IN
Summary
Analytical and strategic Assistant Controller known for high productivity and efficiency in task completion. Possess specialized skills in financial reporting, budget management, and regulatory compliance. Excel in communication, leadership, and problem-solving, ensuring smooth financial operations and team collaboration.
Overview
27
27
years of professional experience
Work History
Assistant Controller
TEAM Services Group
03.2020 - Current
- Prepared multiple companies' financial reports and ancillary documentation in accordance with established policies and procedures.
- Reviewed and analyzed financial reports, accounts payable and receivable, and payroll records to identify discrepancies.
- Analyzed monthly financial results against budget and forecast; investigated variances when necessary.
- Monitored daily cash flow, prepared journal entries, bank reconciliations and maintained general ledger.
- Oversaw month-end closing process, prepared financial statements and managed advanced reconciliations.
- Reviewed accounting and operating procedures, and advised clients regarding improvements in business practices, controls, and finance.
- Assisted in the development of annual budgets and forecasts.
- Identified opportunities to improve processes through automation or improved controls over data accuracy.
- Provided technical guidance to staff on accounting issues related to revenue recognition, fixed assets management, cost allocation methods.
- Provided quality training, coaching, and mentoring to staff to assist them in fully developing their potential.
Director of Accounting and Finance
Personal Assistance Services of Colorado
01.2015 - 03.2020
- Completed month-end and year-end closings, kept records audit-ready and monitored timely recording of accounting transactions.
- Analyzed actual financial results to budget, preparing variance reporting to functional groups.
- Developed and implemented financial policies, procedures, and controls.
- Identified areas for improvement in existing processes related to accounting and finance operations.
- Managed the overall accounting functions of the organization including accounts payable and receivable, payroll, and general ledger.
- Coordinated preparation of external audit materials and external financial reporting.
- Reviewed company's budgeting process to identify cost savings opportunities.
- Monitored cash flow management activities to ensure liquidity needs are met.
Executive Director of Client Accounting
FirstService Residential
02.2012 - 12.2014
- Oversee all client accounting operations, including the monthly or quarterly close cycle for over 300 clients, cash management, accounts payable, accounts receivable, internal controls, and policy development.
- Responsible for staff administration for all accounting staff (31) through two direct reports.
- Actively participated in recruiting events, the interviewing, and hiring process.
- Actively participated in new client proposal preparation and presentations.
- Provided quality training, coaching, and mentoring to staff to assist them in fully developing their potential.
- Reviewed accounting and operating procedures, and advised clients regarding improvements in business practices, controls, and finance.
Audit Manager
Goldklang Group CPAs, P.C.
10.2007 - 02.2012
- Oversaw and supervised financial statement audits of a wide variety of Common Interest Reality Properties (Condominiums, Cooperatives and Homeowners Associations)
- Managed multiple audits concurrently for clients
- Managed complete audit engagements, which included: Drafting of engagement letters, Planning risk assessment processes, Scheduling of senior / staff personnel, Conducting planning meetings internally and with client personnel, Actively monitor actual hours performed and reconciling them to budget and actively pursue additional billings, Directed and supervised the work of engagement team as it progressed, Reviewing documentation of audit procedures prepared by senior / staff personnel, Performing and preparing documentation of audit procedures, Preparing and reviewing engagement deliverables to client, Analyzing performance against budget and adjusting as necessary to achieve budget, Coaching / instructing and evaluating performance of senior / staff personnel, and Preparing / presenting audit results to audit committees and those charged with governance
- Provided quality training, coaching and mentoring to staff to assist them in fully developing their potential
- Liaised with other engagement team members from tax and information resource management to provide cohesive audit service to clients
- Actively participated in recruiting events, interviewing and hiring process
- Reviewed accounting and operating procedures and advised clients regarding improvements in business practices, controls and finance
Audit Supervisor
Goldklang Group CPAs, P.C.
10.2002 - 09.2007
Senior Accountant
Goldklang Group CPAs, P.C.
10.2000 - 09.2002
In-Charge Accountant
Goldklang Group CPAs, P.C.
10.1999 - 09.2000
Staff Accountant
Goldklang Group CPAs, P.C.
06.1998 - 09.1999
Education
Bachelor of Science - Accounting
Virginia Tech
05.1998
Skills
- Financial statement preparation and review
- Internal controls
- Audit coordination
- Staff oversight
- General ledger management
- Oracle NetSuite
Otherskillsandreferences
AICPA, VSCPA, Available upon request
Activities
- Community Associations Institute, Washington Metropolitan Chapter, Board of Directors, 11/01/03, 10/31/11, Chapter Treasurer, 01/01/07, 12/31/09, Chapter Budget Committee Member, 01/01/07, 12/31/09, Chapter Budget Committee Member, 01/01/11, 12/31/11
- North Springfield Elementary School, PTA, Board of Directors, 06/01/11, 06/30/13, Treasurer
Timeline
Assistant Controller
TEAM Services Group
03.2020 - Current
Director of Accounting and Finance
Personal Assistance Services of Colorado
01.2015 - 03.2020
Executive Director of Client Accounting
FirstService Residential
02.2012 - 12.2014
Audit Manager
Goldklang Group CPAs, P.C.
10.2007 - 02.2012
Audit Supervisor
Goldklang Group CPAs, P.C.
10.2002 - 09.2007
Senior Accountant
Goldklang Group CPAs, P.C.
10.2000 - 09.2002
In-Charge Accountant
Goldklang Group CPAs, P.C.
10.1999 - 09.2000
Staff Accountant
Goldklang Group CPAs, P.C.
06.1998 - 09.1999
Bachelor of Science - Accounting
Virginia Tech
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