Summary
Overview
Work History
Education
Skills
Timeline
Generic

Jason Millett

Schenectady,NY

Summary

Professional financial expert with solid foundation in budget preparation, budget management, and accounting management. Adept at developing and implementing budget strategies that drive organizational success. Known for collaborative approach and ability to adapt to evolving financial needs, ensuring effective team performance and achieving desired results. Key skills include financial analysis, strategic planning, excellent communication, making recommendations for future spending, and accounting operations management.

Overview

7
7
years of professional experience

Work History

Director of Budget

Excelsior University
07.2024 - Current
  • Manage a higher education budget of $85 million. Work with Unit Business Managers to determine expense budgets for the Fiscal Year based on university strategic goals and revenue projections.
  • Streamlined the budget process by reducing the number of required meetings by consolidating VP sections of responsibility.
  • Cut initial yearly budget sessions down from one month to two weeks, working with unit budget managers to deploy a more efficient process for collecting resource needs which align with strategic objectives.
  • Prepare budget related presentations for the CFO, ensuring accuracy of the different components of the yearly budget.
  • Perform monthly variance analysis in tandem with financial analyst which I supervise.
  • Assist financial analyst with quarterly forecasting and report out results. Make recommendations to reduce or increase spending for the health of the University.

Accounting Supervisor

Albany Med Health System
10.2022 - 07.2024
  • Shortened the month-end closing cycle by two days by ensuring that cash posting transactions were instantaneously recorded to the general ledger, and by ensuring that senior and staff accountants continuously collected data throughout the month for reoccurring reconciliation tasks in order to eliminate month-end bottlenecks.
  • Supervised a team of five accountants. Oversaw month-end close duties for patient revenue in excess of $100 million per month.
  • Oversaw the proper and timely recording of revenue and cash transactions to the general ledger in accordance with GAAP to ensure a timely monthly close cycle.
  • Played an integral role during the rollout of the EPIC system, ensuring functional report design for finance department usage.
  • Reported out monthly outpatient close revenue to the VP of Finance and CFO.

Deputy Comptroller

Schenectady County Glendale Home
04.2022 - 10.2022
  • Oversaw accounting operations for the county nursing home. Responsible for the proper recording of revenue, expense, and cash transactions. Managed a team of three financial analysts, and accounts payable personnel to ensure GAAP and GASB compliance.
  • Maintained required governmental log of hours worked by nursing and patient care staff to ensure accordance with CMS staffing guidelines.
  • Oversaw accounts payable and cash reconciliations. Streamlined the process by creating electronic templates to assist staff in reconciling bank accounts.

Senior Accountant

Excelsior College
01.2019 - 04.2022
  • Responsible for the recording of revenue and fixed asset transactions for month-end close, per GAAP guidelines.
  • Ad hoc projects as directed
  • Trained new accountants
  • Shortened the month-end close process from 12 days to 10 days by creating electronic bank reconciliations vs. paper format.
  • Maintained general ledger accuracy through regular account reconciliations, journal entry adjustments, and transaction reviews.
  • Participated in internal and external audit processes to establish accurate financial records and comply with Generally Accepted Accounting Principles and regulatory requirements.

Education

M.B.A. -

Excelsior College
01.2021

Skills

  • Leadership
  • GAAP
  • GASB
  • ASC 606
  • Workday ERP
  • Microsoft Office Suite
  • Agresso ERP
  • Team management
  • Budget planning
  • Cost management
  • Variance analysis
  • Financial forecasting
  • Microsoft Excel proficiency
  • Accounting management

Timeline

Director of Budget

Excelsior University
07.2024 - Current

Accounting Supervisor

Albany Med Health System
10.2022 - 07.2024

Deputy Comptroller

Schenectady County Glendale Home
04.2022 - 10.2022

Senior Accountant

Excelsior College
01.2019 - 04.2022

M.B.A. -

Excelsior College

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