Jason Opferbeck Jr
Buffalo,NY
Summary
Strategic Business Controller with a proven background in financial planning, risk management, and business strategy. Possess strong analytical skills and adept at streamlining operations to increase efficiency and profitability. Known for providing insightful financial advice that drives corporate growth and innovation. In previous roles, contributed significantly to company success by optimizing budget allocation and implementing cost-effective solutions.
Overview
3
3
years of professional experience
Work History
Business Controller
High Tide Technology
Nashville, TN
05.2024 - Current
- Assisted in the preparation of presentations to senior management regarding financial results, trends, variances.
- Analyzed monthly financial statements for accuracy and compliance with GAAP standards.
- Ensured compliance with applicable laws and regulations related to finance activities.
- Developed, tracked and reported on key financial metrics to support business decisions.
- Created reports outlining current cash flow positions, future cash needs and investment opportunities.
CFO
RAFA Systems Inc
Cattaraugus, NY
06.2022 - 05.2024
- Assessed current accounting processes and procedures; developed new policies as needed.
- Cultivated relationships with banking institutions to secure favorable terms on loans and lines of credit.
- Monitored cash flows and identified areas of risk or opportunity.
- Coordinated mergers and acquisitions activities including due diligence reviews.
- Reviewed financial statements on a regular basis to ensure accuracy of reported information.
Staff Accountant
Szymkowiak & Associates
Williamsville, NY
06.2021 - 06.2022
- Performed month-end close activities such as accruals, amortization, allocations.
- Consulted with clients regarding their individual needs and preferences.
- Assisted in the preparation of tax returns by gathering necessary information from clients and maintaining organized files with documents related to taxes.
Education
Bachelor of Science - Public Accountancy
S.U.N.Y Fredonia
Fredonia, NY05-2021
Bachelor of Science - Finance
S.U.N.Y. Fredonia
Fredonia, NY05-2021
Skills
- Month-end and year-end closings
- Management accounting
- Financial Forecasting
- Cash Flow Management
- Financial document review
- Budget Preparation
- Staff Management
- Payroll Processing
Timeline
Business Controller
High Tide Technology
05.2024 - Current
CFO
RAFA Systems Inc
06.2022 - 05.2024
Staff Accountant
Szymkowiak & Associates
06.2021 - 06.2022
Bachelor of Science - Public Accountancy
S.U.N.Y Fredonia
Bachelor of Science - Finance
S.U.N.Y. Fredonia
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