Jared Bartleson
Bothell,WA
Summary
Dedicated accounting professional with over 6 years of experience. Expertise in streamlining accounting processes to enhance efficiency and accuracy. Been involved in system integrations/implementations. Quick learner with a proven ability to adapt to new environments and challenges. Possess a positive attitude and strong interpersonal skills, enabling effective collaboration with a diverse team.
Overview
5
5
years of professional experience
Work History
Senior Accountant
Providence Health Plan
2022.11 - Current
- Oversaw Trust accounting for all providers, ensuring accuracy and compliance
- Conducted bank and general ledger reconciliations to maintain financial integrity
- Generated comprehensive reports for providers, including Deposit, Deferred Revenue, Invoice, and AR Aging
- Led Sage 50 to Sage Intacct migration meetings, facilitating documentation and system transition
- Played a key role in onboarding new providers, streamlining integration processes
- Managed month-end activities by posting journal entries for Ayin Health Solutions, pulling member's premiums, and conduct audits for member premiums
- Monitored revenue and accruals, ensuring precise financial tracking
- Administered invoicing and billbacks for all providers, ensuring timely and accurate billing
- Provided support to claims and premium billing teams, enhancing operational efficiency
- Tracked and resolved unclaimed property issues by liaising with state authorities
- Acted as interim manager for a period of two months, demonstrating leadership and management skills
Accountant
Sono Bello
2021.02 - 2022.11
- Conducted reconciliations for multiple trial balance accounts, ensuring accuracy and consistency
- Processed and posted monthly credit card transactions for 75 corporate credit cards, maintaining meticulous records
- Recorded month-end expense journal entries, supporting accurate financial reporting
- Managed amortization schedules for fixed assets and facilitated the acquisition of new assets
- Collaborated with the growth team to develop and manage budgets for new construction projects
- Processed patient refunds, ensuring timely and accurate disbursements
- Provided support for Accounts Payable (AP) and Accounts Receivable (AR) functions, enhancing overall financial operations
- Handled day-to-day accounting processes to drive financial accuracy.
Accountant
Pacific Asset Advisors Inc.
2020.08 - 2021.01
- Managed bookkeeping for multiple commercial properties, ensuring accurate and up-to-date financial records
- Prepared comprehensive financial statements at month-end to provide clear financial insights
- Conducted bank reconciliations to maintain accuracy and resolve discrepancies
- Performed budget forecasting to support strategic financial planning and decision-making
- Oversaw full-cycle Accounts Payable (AP), including invoice processing and payment management
- Recorded journal entries to reflect financial transactions accurately
- Handled collections processes to ensure timely receipt of outstanding payments
AP/AR Specialist
Pivotal Commware
2020.03 - 2020.07
- Processed a high volume of invoices and company credit card transactions, ensuring accuracy and efficiency
- Resolved invoice discrepancies with vendors, maintaining strong relationships and clear communication
- Capitalized fixed assets in compliance with accounting standards and company policies
- Applied general ledger (GL) coding to financial transactions for accurate record-keeping and reporting
Revenue Accountant
NWEA (Temp)
2019.09 - 2019.12
- Recorded revenue transactions to ensure accurate financial reporting and compliance
- Updated cost sheets to reflect current expenses and support budget management
- Renewed and updated customer contracts, maintaining up-to-date agreements and client relationships
- Invoiced customers efficiently, ensuring timely and accurate billing
- Assisted Sales Operations team in contract reviews, identifying potential risks or inconsistencies related to revenue recognition.
AR Specialist
XPO Logistics
2019.04 - 2019.09
- Researched and resolved Accounts Receivable (AR) discrepancies to ensure accurate financial records
- Applied general ledger (GL) coding to transactions for precise financial reporting
- Audited client freight rates to verify accuracy and compliance with agreements
- Generated and sent client invoices, ensuring prompt and accurate billing
- Coordinated with external collections agencies when necessary, ensuring seamless handoff of delinquent accounts while protecting company interests at all times.
Education
Bachelor of Science - Accounting
Central Washington University
Ellensburg, WA08.2018
Skills
- Advanced MS Excel: Proficient in pivot tables, VLOOKUP, SUMIF, and various advanced formulas
- Software and ERP Proficiency: Experienced in navigating diverse software systems, including ERP and SAP platforms. (Oracle, Genesis, NetSuite, Acumatica, Quickbooks, etc.)
- General Ledger (GL) and Bank Reconciliations: Expertise in performing accurate reconciliations to maintain financial integrity
- Month-End Journal Entries: Skilled in posting journal entries for month-end closing processes
- Issue Identification and Resolution: Capable of promptly identifying and resolving discrepancies and issues
- Prioritization: Strong ability to prioritize tasks effectively to meet deadlines
- Critical Thinking: Demonstrates excellent problem-solving skills and quick learning ability
- Attention to Detail: Meticulous and detail-oriented approach to financial tasks and data management
Timeline
Senior Accountant
Providence Health Plan
2022.11 - Current
Accountant
Sono Bello
2021.02 - 2022.11
Accountant
Pacific Asset Advisors Inc.
2020.08 - 2021.01
AP/AR Specialist
Pivotal Commware
2020.03 - 2020.07
Revenue Accountant
NWEA (Temp)
2019.09 - 2019.12
AR Specialist
XPO Logistics
2019.04 - 2019.09
Bachelor of Science - Accounting
Central Washington University
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