Jeramia (Mia) Jones
Controller / Executive Business Partner
Aurora,CO
Summary
Controller and Executive Business Partner with fast-growing entrepreneurial experience amplifying and enhancing products and services to deliver solutions to internal and external client and agency partners. Combines broad financial knowledge, communication, analytical abilities and project management skills to grow products and services. Bringing 8 year executive background developing and executing strategies to deliver business results.
Overview
12
12
years of professional experience
4
4
years of post-secondary education
3
3
Certifications
Work History
Controller / Executive Business Partner
Lotus Concepts Management
Denver, CO
10.2015 - Current
- Managed President / Owners personal and professional calendar, personal finance and acted as liaison between President and other Corporate staff.
- Preparing investor decks and presentations.
- Preparing applications / presentations for variety of license.
- Spearhead software rollouts
- Property acquisitions, including property research, market comps, contract negotiation, due diligence work, inspections, financing and facilitating closing.
- Acting as project manager for constriction from architecture / engineering phase through Certificate of Occupancy.
- Communicating with Vendors, architects, engineers, licensing authorities on daily basis.
- Managed daily financial functions in collaboration with accounting payroll, HR, and Property Management, and Construction personnel for 8 high volume restaurants and 30 real estate properties.
- Hiring and training of all Accounting, Payroll, HR and Property Management personnel.
- Provided treasury and cash management by overseeing reconciliation of banking activity, credit card processing, and sales tax returns. Over site of all loan applications and refinancing.
- Supervised accurate, efficient, and compliant completion of monthly financial reporting packages.
- Managed budgets, assets, portfolios, accounts payable, and receivable and general financial reporting procedures.
- Created and distributed reports on internal and external finances, audits, and budgets.
- Completed journal entries, reconciliations, and account analysis to prepare quarterly financial documents and general account management.
- Accurately completed financial statement audits and thoroughly reviewed results.
- Reviewed documents and data to give accurate presentations and forecasts to upper management.
- Prepared and filed tax returns and generated monthly reports in compliance with regulatory and organizational standards.
- Prepared balance sheets, cash flow reports and income statements.
- Formulated strategic plans and supported tactical initiatives to execute cost-savings deliverables.
- Completed year-end close processes through effective supervision financial functions and regular treasury transactions.
- Introduced internal controls to monitor critical areas of financial control and devise corrective actions to address risks or deficiencies.
- Directed corporate decision-making and planning by monitoring and setting policies and procedures to optimize fiscal performance.
- Reviewed contracts financially impacting company and counseled executive leaders on impact contracts would have on company operations.
- Directly handled all insurance and legal related items.
Senior Staff Accountant
Town And Town AZ
Denver, CO
09.2014 - 09.2015
- Prepared accounts for industry audits and supported audit process.
- Reviewed documents and accounts for discrepancies and resolved variances.
- Updated general ledger with latest entries.
- Gathered, analyzed and reported financial information.
- Prepared monthly journal entries and reconciliations.
- Handled month-end and year-end end finances by managing and reporting fixed assets and other data.
- Reconciled balance sheets and streamlined best practices for balance sheet processes.
- Reconciled accounts and created documents for monthly closure procedures.
- Expedited payroll and invoicing by streamlining billing systems.
- Assisted team members in transitioning to new system through extensive training and one-on-one support.
Credit Risk Analyst
ASF Payment Solutions
Highlands Ranch , Colorado
03.2011 - 08.2014
- Reviewed and verified income, credit reports and employment histories for each borrower.
- Recommended approval or disapproval of commercial, real estate or credit loans.
- Performed semi-annual account credit limit reviews and credit increase review requests from financial service and sales teams.
- Organized and finalized loan applications for underwriter review.
- Obtained and reviewed credit reports, credit references, credit insurance and financial statements to establish credit limits for new accounts.
- Obtained and interpreted financial statements to assist in credit limit reviews.
- Adhered to banking standards and government lending guidelines for loan services.
- Devised collection recovery strategies to resolve customer issues and delinquent cases.
- Conducted financial review of customer lines of credit by assessing company financials and initiating credit application reviews.
- Made decisions and recommendations about extending lines of credit.
- Analyzed customer data such as financial statements to determine level of risk involved for extending credit.
- Monitored credit accounts routinely to identify and mitigate issues and prevent losses.
- Participated in loan committee meetings to provide input on lending processes.
- Gathered loan documentation for underwriting.
Education
Bachelor of Science - Finance
08.2003 - 02.2007
- 3.7 GPA
Skills
Financial Management
Budget development and administration
Staff Management
Internal control management
Project Management
Training and Development
Executive Support
Certification
Certified Scum Master
Timeline
PSM I
02-2023
PSM II
02-2023
Certified Scum Master
01-2023
Controller / Executive Business Partner - Lotus Concepts Management
10.2015 - Current
Senior Staff Accountant - Town And Town AZ
09.2014 - 09.2015
Credit Risk Analyst - ASF Payment Solutions
03.2011 - 08.2014
University of Arizona - Bachelor of Science, Finance
08.2003 - 02.2007