Summary
Overview
Work History
Education
Skills
Certification
Timeline
Generic

Jason Fehlner, CPA

Plain City

Summary

Strategic accounting leader with strong focus on financial strategy, compliance, and operational efficiency across many industries. Adept at fostering team collaboration and adapting to changing needs to achieve impactful results. Skilled in financial analysis, budgeting, forecasting, and financial and regulatory reporting. Recognized for reliability, integrity, and results-driven approach. Proven success in accelerating close-to-report timelines, leading annual audits, managing ERP and automation implementations and enhancements, and optimizing working capital.

Overview

27
27
years of professional experience
1
1
Certification

Work History

Sr. Director of Accounting and Corporate Controller

AmplifyBio, LLC
05.2021 - Current
  • Built and led an internal accounting team of 7 accounting and finance professional, transitioning from outsourced support to reduce costs and improve financial operations.
  • Streamlined month-end closing processes, reducing timelines and improving accuracy of financial reporting, which ultimately reduced the close time from 45 to 10 days .
  • Oversaw accounting operations, ensuring compliance with regulatory requirements and internal controls.
  • Directed preparation and review of financial statements, tax filings, and regulatory reports to ensure compliance and transparency.
  • Streamlined consolidation process for multiple subsidiaries, enabling faster reporting times without compromising data integrity or accuracy.
  • Managed board and investor reporting, delivering actionable financial insights to support strategic decision-making.
  • Oversaw annual audit process, including audit requests, issue resolution, and documentation, ensuring timely and clean audit results.
  • Documented and assessed non-GAAP accounting treatments, materiality thresholds, and going concern evaluations.
  • Created financial dashboards to provide insights into key performance indicators.
  • Collaborated with finance and business units to develop, monitor, and explain budgets, forecasts, and variance analyses.
  • Developed and maintained monthly cash flow forecasts and implemented strategies to align DSO/DPO and optimize liquidity.
  • Led corporate risk management efforts including insurance, employee benefits, and treasury operations.
  • Oversaw accounts payable and receivable functions, maintaining strong cash flow management practices that ensured prompt payment from clients and timely settlements with vendors.
  • Enhanced ERP systems, implemented modules for fixed assets, leases, expense management, banking, and procurement, and built interfaces with the payroll systems.
  • Implemented advanced financial analysis to optimize data analysis and reporting capabilities with business partners.
  • Analyzed financial performance metrics, providing actionable insights for executive decision-making.
  • Strengthened internal controls and improved financial reporting systems to drive automation and operational efficiency.
  • Identified and resolved significant accounting issues, ensuring compliance and mitigating risk.
  • Evaluated and negotiated contracts to procure favorable financial terms.
  • Collaborated with cross-functional teams to identify opportunities for operational improvements, leading to increased efficiency and cost savings.
  • Performed due diligence on potential acquisitions or mergers, providing accurate valuation models that informed strategic business decisions.
  • Supported CFO with special projects and additional job duties.
  • Mentored junior accounting staff, fostering professional growth and promoting knowledge sharing within the department.

Director, Accounting

Nationwide Insurance, Columbus, Ohio
12.2014 - 05.2021
  • Led financial close and regulatory reporting processes, reducing cycle time and ensuring compliance.
  • Reviewed financial statements, regulatory filings, and significant accounting estimates (e.g., loan losses, reserves), ensuring accuracy and proper documentation.
  • Owned all non GAAP accounting conclusions, materiality assessments, and unusual item resolution.
  • Directed the annual audit process, including coordination, documentation, issue resolution, and auditor relations.
  • Developed and strengthened internal controls and financial reporting processes for efficiency and accuracy.
  • Partnered with Finance and Tax departments to support budgeting, forecasting, and tax planning.
  • Led ERP enhancements and implemented automated solutions to drive continuous improvement.
  • Served as accounting subject matter expert for banking, mortgage banking, and broker-dealer operations.
  • Successfully transitioned mortgage banking accounting in house, including hiring and training staff.
  • Assessed and implemented new accounting standards (Revenue Recognition, Leases, CECL, etc.).
  • Recognized as the primary resource for accounting guidance and operational problem solving.
  • Led strategic initiatives to enhance organizational efficiency and drive growth.
  • Developed and implemented operational policies, ensuring alignment with corporate objectives.
  • Oversaw cross-functional teams, fostering collaboration to achieve project milestones.
  • Established a culture of continuous improvement by fostering open communication channels and empowering employees to voice their ideas.

Director, Accounting Policy and Research

Nationwide Insurance
01.2009 - 12.2014
  • Gained deep expertise in insurance industry accounting, including statutory, GAAP, and IFRS standards.
  • Researched, documented, and resolved complex accounting issues; authored clear and timely accounting policies and memos.
  • Led and contributed to comment letters to NAIC, FASB, and IASB, representing both company and broader industry perspectives.
  • Assessed, implemented, and educated stakeholders on new and proposed accounting guidance.
  • Specialized in accounting for P&C insurance, investments, and corporate functions such as treasury, tax, and real estate.
  • Reviewed financial statements and disclosures, providing insights to leadership and external stakeholders.
  • Cultivated relationships with stakeholders, internal and external, to enhance collaboration and support project objectives effectively.
  • Led cross-functional teams to develop and implement strategic initiatives aligning with organizational goals.
  • Delivered high-quality work within deadlines, demonstrating strong organizational and communication skills.
  • Actively contributed to team culture through mentoring, collaboration, and community engagement.
  • Enhanced team collaboration through regular communication, goal setting, and prioritization.

Audit Senior Manager

KPMG LLP
09.2004 - 01.2009
  • Similar areas of responsibility as PricewaterhouseCoopers Audit Senior Manager position below.

Audit Senior Manager

PricewaterhouseCoopers L.L.P.
09.1998 - 09.2004
  • Progressed from Audit Associate to Senior Manager, specializing in audits for commercial banking, mortgage banking, insurance, and real estate clients.
  • Led multiple integrated audits, including testing and documentation of internal controls under SOX 404 compliance.
  • Reviewed financial statements, SEC filings (10-Ks, 10-Qs), and press releases for accuracy and compliance.
  • Managed financial statement audit from planning to reporting, serving as primary client contact and presenting findings to partners and clients.
  • Supervised, trained, and evaluated teams of 2–20 staff members; contributed to recruiting through candidate interviews.
  • Applied strong knowledge of GAAP, IFRS, and accounting theory to resolve complex technical issues.
  • Provided technical guidance and client support through complex accounting issues.
  • Delivered high-quality results within deadlines using effective project and time management skills.
  • Maintained clear communication with clients and internal teams to address issues and ensure alignment.
  • Fostered a positive team culture through mentoring, team-building, and community involvement.

Education

Bachelor's of Business Administration - Accounting

Cleveland State University
Cleveland, Ohio
06.1998

Skills

  • Strategic financial planning, budgeting, and forecasting
  • Cash flow management, optimization, and risk mitigation
  • Board, investor, and executive-level financial reporting
  • Mergers & acquisitions (M&A) support and due diligence
  • Entire financial close process, including but not limited to cash, accounts receivable, fixed assets, accounts payable, payroll management, consolidations and reporting
  • Insurance, commercial banking, mortgage banking, real estate, financial services, and life science accounting
  • GAAP, IFRS, and regulatory reporting (SEC, NAIC, FASB, IASB)
  • Audit management, tax strategy, and non-GAAP accounting
  • ERP implementation, automation, and enhancement
  • Process efficiency, cost reduction, and internal controls
  • Cross functional collaboration with business units
  • PE investments, asset valuation, and startup financing
  • Building and leading high performing accounting and finance teams
  • Talent development and mentoring

Certification

Certified Public Accountant (Ohio) - active, Series 27 License (Financial and Operations Principal) - inactive, American Institute of Certified Public Accountants

Timeline

Sr. Director of Accounting and Corporate Controller

AmplifyBio, LLC
05.2021 - Current

Director, Accounting

Nationwide Insurance, Columbus, Ohio
12.2014 - 05.2021

Director, Accounting Policy and Research

Nationwide Insurance
01.2009 - 12.2014

Audit Senior Manager

KPMG LLP
09.2004 - 01.2009

Audit Senior Manager

PricewaterhouseCoopers L.L.P.
09.1998 - 09.2004

Bachelor's of Business Administration - Accounting

Cleveland State University

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