Summary
Overview
Work History
Education
Skills
Business And Accounting Skills
Business Proficiencies
References
Timeline
Generic
Jared D. Winburn

Jared D. Winburn

Accountant
Ozark,MO

Summary

Meticulous Accountant polished in reconciling invoices and expense reports. Brings advanced abilities in multiple accounting software and systems. Versatile and methodical professional with several years of vast experience supporting financial services paired with outstanding organizational and leadership abilities.

Overview

27
27
years of professional experience

Work History

Accountant

Medical Consulting Group
Springfield, MO
08.2023 - 07.2025
  • Helped the company's largest and most important client go paperless to increase productivity
  • Managed all aspects of accounts payable and paid bills for MCG's largest surgery center
  • Prepared month end journal entries, financial statements and other informational schedules
  • Managed inventory counts and adjustments
  • Acted as financial resource for surgery center managers and managing partners
  • Worked with outside auditors and provided information to them as needed

Accounting Consultant

Dexter Distribution
Springfield, MO
03.2017 - 05.2023
  • Put in charge of Accounts Payable department to advise on new procedures
  • Learned current A/P policies and procedures to help company get caught up
  • Helped craft new procedures to prepare organization for imminent acquisition
  • Trained new personnel in Accounts Payable duties

Accounting Consultant

Expedia Group
Springfield, MO
03.2017 - 05.2023
  • Learned complicated contract procedures in a first month of employment
  • Reviewed and processed incoming contracts for Expedia partners
  • Prepared and distributed monthly metrics report to Senior Management
  • Monitored sales activity for company partners who had to meet criteria for added benefits
  • Participated in month end procedures doing manual calculations for large Expedia partners

Director of Accounting - West Region

SurgCenter Development
Palm Coast, FL
11.2017 - 09.2019
  • Helped the company open 5 new surgery centers in 2 years and trained 27 business officers on shortcuts in QuickBooks
  • Audited accounting records at month end for 27 west coast surgical centers
  • Prepared month end journal entries and financial statements for west coast centers
  • Trained 27 business officers to complete and submit 1099's each year
  • Created and maintained depreciation schedules for capitalized assets in 27 centers
  • Mentored business office managers on best accounting practices
  • Acted as financial resource for business office managers and managing partners
  • (100% Remote)

Senior Financial Reporting Accountant / Accounts Payable Supervisor

University of Utah Hospitals and Clinics
Salt Lake City, UT
10.2011 - 07.2016
  • Implemented a credit card system for vendor payment that produces a financial benefit to UUHC
  • Supervised Hospital cashier's office and accounts payable staff of 9 individuals
  • Provided reports and information to internal and external auditors
  • Prepared and submitted detailed month-end reports for University Neuropsychiatric Institute
  • Prepared and distributed monthly statistical reports to Hospital management
  • Maintained excellent vendor relations
  • Managed collaboration between Accounts Payable and Purchasing / Receiving staff
  • Provided information to Patient Accounting concerning stop payments and refunds
  • Gathered and analyzed data for completion and submission of organization's 1099's

Accountant / Business Officer

Independence University
Salt Lake City, UT
08.2009 - 10.2011
  • Developed a system of tuition charging that had not existed previously, and audited and adjusted over 6,200 student accounts during my first year of employment.
  • Supervised accounting staff of 5 accounting grads
  • Managed collection efforts of inside staff and outside agencies
  • Reviewed and correcting student financial plans
  • Audited student accounts and setting up Federal financial aid
  • Billed and coordinating payments from military branches for Tuition Assistance students
  • Assisted Student Services by handling student complaints

Accountant

Bard Access Systems
Salt Lake City, UT
03.2006 - 08.2009
  • Documented complex schedules in a short period of time, and simplified processes which had been done for over nine years.
  • Prepared journal entries, including complex reclass entries for $40 Million monthly sales
  • Prepared and distributing monthly financial statements and detailed month-end reports
  • Calculated and accruing royalties each month and disbursing royalty payments each quarter
  • Performed Sarbanes-Oxley tests for A/R and A/P each quarter
  • Audited expense reports from sales personnel
  • Reconciled balance sheet accounts each month and payroll hours each week
  • Accounted for fixed assets and depreciation
  • Audited check run for subsidiary company twice a week
  • Reported sales numbers to New Jersey corporate office each day

Accountant / Credit Manager

Onyx Graphics, Inc.
Midvale, UT
08.1999 - 03.2006
  • Implementing new accounting software package, bringing 'over 90' balance down from 17% of total A/R to 2% within the first 6 weeks, keeping the 'over 60' balance to 5% thereafter, and overhauling shipping processes to double shipping capacity
  • Assist the Vice President of Finance and Operations
  • Supervising accounting clerk
  • Approving credit applications and setting up new clients
  • Implementing and overseeing accounting for second company
  • Collecting A/R accounts, most of which were outside the U.S.
  • Notifying salespersons of past due customers and placing accounts on hold
  • Overseeing daily cash receipts
  • Making month-end journal entries, including department allocations
  • Preparing and distributing monthly financial statements
  • Preparing and submitting detailed quarter-end reports to parent company in The Netherlands
  • Reconciling three bank statements
  • Issuing credits for returned product or pricing discrepancies
  • Preparing reports for sales and administrative personnel
  • Reconciling inter-company accounts and making appropriate journal entries
  • Setting up and managing on-line bank accounts for two companies
  • Initiating US dollar and foreign currency wires
  • Signing checks

Accounting Coordinator

Bonneville Worldwide Entertainment
09.1998 - 08.1999
  • Devising inventory tracking and reconciliation system, and streamlining product returns and customer crediting process
  • Creating analytical reports for the Finance Director and the Controller
  • Entering sales data into the accounting system
  • Generating royalty information, editing and sending royalty statements
  • Assisting in month-end procedures
  • Tracking capital amortization and expenses for each of 150 video projects
  • Coding all payable invoices
  • Tracking all customer product returns
  • Collecting on past due A/R accounts
  • Entering all inventory transactions and balancing account at month end

Accounting Consultant

Human Resources, Inc.
Mount Vernon, WA
  • Transitioned payroll for 28 employees from manual process to outside agency
  • Audited 5 QB companies and preparing financial statements where none had been prepared
  • Helped organize paper financial records and helped digitize
  • Analyzed financial statements to ensure compliance with industry standards.
  • Collaborated with clients to identify accounting needs and provide tailored solutions.
  • Prepared budgets and forecasts to support strategic decision-making processes.
  • Reviewed and reconciled accounts to maintain accurate financial records.
  • Assisted in the implementation of new accounting software for improved efficiency.
  • Developed reports to communicate financial performance to stakeholders effectively.
  • Trained junior staff on accounting principles and best practices for accuracy.
  • Prepared monthly, quarterly, and annual financial statements for clients.
  • Consulted with clients on how best to optimize their cash flow.
  • Created efficient workflow processes to streamline accounting operations.
  • Coached staff members on proper bookkeeping techniques and procedures.
  • Advised clients on best practices when it comes to managing finances.
  • Drafted reports that summarized financial information for stakeholders.
  • Researched complex accounting issues to ensure accuracy in reporting results.
  • Analyzed financial data to provide meaningful and accurate insights into a company's performance.
  • Conducted internal audits to identify areas of improvement in accounting processes.
  • Reviewed client accounts to identify discrepancies or errors in calculations.
  • Evaluated existing business models and provided recommendations for improvements.
  • Assisted with the development of financial policies and procedures for clients.
  • Developed detailed budget plans to help clients maximize their resources.
  • Liaised between external auditors, investors, bankers, and other stakeholders.
  • Provided guidance on day-to-day transactions such as payroll processing.
  • Maintained accurate accounts for cash, fixed assets and other transactions.
  • Analyzed balance sheets for mistakes and inaccuracies.
  • Gathered banking transactions via statements, recorded activity in Excel format and reconciled balances.
  • Oversaw full accounting cycle and prepared applicable financial statements.
  • Wrote reports, authored papers and organized supporting documentation.
  • Supported efficient accounting operations with high-quality administrative support.
  • Updated and managed accounts payable databases, employing access controls to protect data.
  • Collaborated with external partners to complete audits.
  • Investigated and resolved billing issues to maximize cash flow and minimize liabilities.
  • Delivered superior level of customer service to small business clients.
  • Liaised with auditors to complete annual audits and maintain compliance with local, state and federal requirements.
  • Developed staff expense and reimbursement tracker to reduce user errors and increase reporting accuracy.
  • Cross-trained employees, enabling completion of priority tasks during personnel absences.
  • Assisted clients in determining business strategy and achieving profitability goals.
  • Diminished financial discrepancies and accurately reconciled accounts using detailed data analysis results.
  • Researched changes in laws to maintain adherence to financial regulations.
  • Complied with Sarbanes-Oxley Act and GAAP principles to maintain complete transparency.

Education

B.S. - Accounting

Utah State University
Logan, Utah

Skills

  • Excellent Oral & Written Communication
  • Financial reporting
  • Accounts payable
  • Budget preparation
  • Auditing processes
  • Data analysis
  • Compliance adherence
  • Process improvement
  • Client consultation
  • Team leadership
  • Cross-functional collaboration
  • Training development
  • Effective communication
  • Problem resolution
  • Time management
  • Fixed asset management
  • Partnership accounting
  • Data inputting
  • Accounts payable and receivable
  • Cloud accounting
  • Quickbooks
  • Liquid asset testing
  • Funds management
  • Reporting
  • Variance analysis
  • Year-end close
  • Administrative support
  • Spreadsheet proficiency
  • Accounting recordkeeping
  • Great plains
  • Auditing
  • Bookkeeping knowledge
  • A/P and A/R
  • Budget analysis
  • Financial statements expertise
  • Cash flow management
  • General ledger management
  • Revenue recognition
  • Account reconciliation processes
  • Accounting controls
  • Budget forecasting
  • MS office suite
  • Audit support
  • Finance
  • Cashflow processes
  • Payroll liability and deductions
  • Attention to detail
  • Financial analysis
  • Financial management
  • Invoice balancing
  • Microsoft Excel
  • GAAP accounting
  • Accounting and bookkeeping
  • Bookkeeping
  • GAAP
  • Payroll processing
  • Account reconciliation
  • Full-cycle accounting
  • GAAP compliance
  • Problem Solving
  • Innovative
  • Confidentiality
  • Proactive
  • Positivity
  • Adapting to Change in Environment and Situations
  • Simultaneously Working with Multiple Clients
  • Collaboration
  • New Systems Implementation
  • Constant Striving for Operational Excellence
  • Supervising and Mentoring People
  • Professionalism
  • Organizational Support
  • Cost Consciousness
  • Judgment
  • Motivation
  • Excel (V-Lookups, Pivot Tables, Filters, Macros)
  • Word (Create, Format, Edit)
  • Epicor (Vista)
  • PeopleSoft
  • Lawson
  • Monarch
  • MFG/Pro
  • SAP Business One
  • Platinum
  • Hyperion
  • Great Plains
  • QuickBooks Enterprise
  • QBO
  • Outlook
  • Financial Force
  • Sales Force
  • ConSys
  • Looker
  • Oracle

Business And Accounting Skills

  • Years experience with month end close process and financial reporting
  • Account reconciliations including bank transactions and balance sheet accounts
  • Assisted with internal and external audits by providing accurate transaction information through data extraction
  • Prepared month-end journal entries
  • Interacted with other departments and applied company policies for accurate financial reporting
  • Prepared and tracked budget information
  • Maintained up to date chart of accounts
  • Performed miscellaneous data entry and administrative tasks such as creating reports, memos, and correspondence
  • Implemented best practices to enhance the accuracy and timeliness of financial reporting
  • Always ensured compliance with GAAP and company financial policies
  • Maintained a high level of confidentiality and security related to company information accessed
  • Represented my employers' brand(s) with pride and professionalism
  • Assisted with payroll (QBO and Commissions)
  • Performed SOX testing and royalty calculation and analysis

Business Proficiencies

  • Excellent Oral & Written Communication
  • Problem Solving
  • Innovative
  • Confidentiality
  • Proactive
  • Positivity
  • Adapting to Change in Environment and Situations
  • Simultaneously Working with Multiple Clients
  • Collaboration
  • New Systems Implementation
  • Constant Striving for Operational Excellence
  • Supervising and Mentoring People
  • Professionalism
  • Organizational Support
  • Cost Consciousness
  • Judgment
  • Motivation
  • Excel (V-Lookups, Pivot Tables, Filters, Macros)
  • Word (Create, Format, Edit)
  • Epicor (Vista)
  • PeopleSoft
  • Lawson
  • Monarch
  • MFG/Pro
  • SAP Business One
  • Platinum
  • Hyperion
  • Great Plains
  • QuickBooks Enterprise
  • QBO
  • Outlook
  • Financial Force
  • Sales Force
  • ConSys
  • Looker
  • Oracle

References

References available upon request.

Timeline

Accountant

Medical Consulting Group
08.2023 - 07.2025

Director of Accounting - West Region

SurgCenter Development
11.2017 - 09.2019

Accounting Consultant

Dexter Distribution
03.2017 - 05.2023

Accounting Consultant

Expedia Group
03.2017 - 05.2023

Senior Financial Reporting Accountant / Accounts Payable Supervisor

University of Utah Hospitals and Clinics
10.2011 - 07.2016

Accountant / Business Officer

Independence University
08.2009 - 10.2011

Accountant

Bard Access Systems
03.2006 - 08.2009

Accountant / Credit Manager

Onyx Graphics, Inc.
08.1999 - 03.2006

Accounting Coordinator

Bonneville Worldwide Entertainment
09.1998 - 08.1999

Accounting Consultant

Human Resources, Inc.

B.S. - Accounting

Utah State University

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