Summary
Overview
Work History
Education
Skills
Timeline
Generic

Jeffrey Valloric

Pickerington

Summary

Experienced with financial analysis, budgeting, and regulatory compliance. Utilizes strategic planning and leadership to optimize financial performance. Track record of driving efficiency and ensuring accurate financial reporting.

Overview

24
24
years of professional experience

Work History

Financial Controller

Ardent Property Management
03.2023 - 05.2025
  • Oversaw financial reporting, ensuring compliance with accounting standards and regulations.
  • Developed annual budgets, aligning resources with organizational goals to enhance operational efficiency.
  • Implemented cost-containment strategies, optimizing financial performance across multiple service lines.
  • Led audit preparation, collaborating with external auditors to ensure timely and accurate assessments.
  • Analyzed financial data, identifying trends and opportunities for improved resource allocation and profitability.
  • Mentored finance team members, fostering professional growth and enhancing departmental capabilities.
  • Streamlined accounting processes through automation, reducing errors and improving transactional efficiency.
  • Established internal controls to mitigate financial risks and safeguard organizational assets.
  • Oversaw all aspects of the month-end close process, ensuring timely completion of accurate financial statements for executive review.
  • Improved financial reporting accuracy by streamlining processes and implementing efficient financial controls.
  • Managed a team of finance professionals, providing guidance, support, and ongoing training to ensure continued growth and development.
  • Conducted regular variance analyses between actual results and budget projections to identify trends or issues requiring further investigation or action by management staff.
  • Spearheaded the implementation of new accounting software, resulting in increased efficiency and improved financial tracking capabilities.

Interim CFO

Wexco Senior Services
06.2019 - 03.2022
  • Oversaw deployment of strategic business plans to accomplish accounting, compliance and revenue targets.
  • Analyzed operational performance and efficiency to identify and implement cost reduction initiatives and process improvements.
  • Directed budget development, creation of budgetary controls and recordkeeping systems and investment management.
  • Analyzed operational issues and implemented corrective action plans to improve profitability and efficiency.
  • Offered advice to other executive leaders on strategies to improve financial growth.
  • Developed future financial plans to support company objectives.
  • Provided financial expertise to departments such as human resources and legal.
  • Conducted detailed analysis of company financial information and oversaw preparation of related reports.
  • Met monthly with the Board to present summation of overall financial position of the organization.

Financial Controller

Wexco Senior Services
11.2013 - 06.2019
  • Prepared accurate financial reports and monthly statements for all accounting departments.
  • Collaborated with executive team in preparation of annual capital and operating budgets, forecasts and all financial reporting and analysis.
  • Managed payroll data entry and processing for 300+ employees to comply with predetermined company guidelines.
  • Planned budgets, authorized expenditures, monitored accounting processes, established service rates and coordinated financial reporting to oversee all fiscal procedures.
  • Created and distributed reports on internal and external finances, audits and budgets.
  • Managed budgets, assets, portfolios, accounts payable and receivable and general financial reporting procedures.
  • Managed daily financial functions in collaboration with accounting and payroll personnel.
  • Supervised accurate, efficient and compliant completion of monthly financial reporting packages.
  • Reviewed documents and data to give accurate presentations and forecasts to upper management.
  • Assisted in upper-level decision making by creating comprehensive financial reports and collaborating with finance and accounting departments.

Senior Accountant

Wexco Senior Services
06.2005 - 11.2013
  • Prepared monthly journal entries and reconciliations.
  • Updated general ledger with latest entries.
  • Reconciled balance sheets and streamlined best practices for balance sheet processes.
  • Handled month-end and year-end end finances by managing and reporting fixed assets and other data.
  • Completed year-end closing processes with controllers and external auditors.
  • Wrote financial statements and consolidations after reconciling general ledger accounts.
  • Partnered with auditors on annual audits and realized compliance with governmental tax guidelines.

Accountant

Wexco Senior Services
11.2001 - 06.2005
  • Gathered financial information, prepared documents, and closed books.
  • Documented cash, credit, fixed assets, accrued expenses and line of credit transactions.
  • Completed daily cash functions like account tracking, payroll and wage allocations, budgeting, donating and cash and banking reconciliations.
  • Reconciled accounts and reviewed expense data, net worth and assets.

Education

Associate of Applied Science - Accounting And Computer Science

Belmont College
Saint Clairsville, OH
06.1985

Skills

  • Executive Leadership
  • Strategic Planning
  • Budgetary Controls
  • Board Oversight
  • Infrastructure Planning
  • Financial Leadership
  • Operational Analysis
  • Expense Reduction
  • Operational Management
  • Adaptable and Flexible
  • Internal controls
  • Cash flow management
  • Accounts payable and receivable

Timeline

Financial Controller

Ardent Property Management
03.2023 - 05.2025

Interim CFO

Wexco Senior Services
06.2019 - 03.2022

Financial Controller

Wexco Senior Services
11.2013 - 06.2019

Senior Accountant

Wexco Senior Services
06.2005 - 11.2013

Accountant

Wexco Senior Services
11.2001 - 06.2005

Associate of Applied Science - Accounting And Computer Science

Belmont College

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