Jeremy Berkman
Richmond
Summary
Professional finance leader with extensive expertise in financial management, reporting, and strategic planning. Exceptional at fostering team collaboration and driving organizational success through effective budgeting, forecasting, and compliance. Highly adaptable, with strong analytical skills and deep understanding of corporate finance principles. Known for reliability, integrity, and results-driven approach in dynamic environments.
Overview
25
25
years of professional experience
1
1
Certification
Work History
Controller
Chamberlain Hrdlicka White Williams & Aughtry
Houston, TX
02.2005 - Current
- Managed a team of finance professionals, providing guidance, support, and ongoing training to ensure continued growth and development.
- Oversaw all aspects of the month-end and year-end close process, ensuring timely completion of accurate financial statements for executive review.
- Completed journal entries, reconciliations, and account analysis to prepare monthly and year end financial documents and general account management.
- Provided treasury and cash management by overseeing reconciliation of banking activity, credit card processing, and sales tax returns.
- Planned budgets, authorized expenditures, monitored accounting processes, established service rates and coordinated financial reporting to oversee all fiscal procedures.
- Collaborated closely with department heads to establish accurate budgets and monitor performance against targets.
- Conducted regular variance analyses between actual results and budget projections to identify trends or issues requiring further investigation or action by management staff.
- Assisted in the preparation of annual tax filings, ensuring full compliance with local, state, and federal regulations while minimizing tax liabilities where possible.
Staff Accountant
Melton & Melton LLP
Houston, Texa
06.2001 - 02.2005
- Prepared federal and state income tax returns for individuals, businesses, trusts, estates and non-profits.
- Examined accounts and records and computed tax returns according to prescribed rates, laws and regulations.
- Recorded, classified and summarized financial transactions and events in accordance with accounting principles.
Education
Masters of Professional Accountancy -
Stephen F Austin State University
Nacogdoches, TX05-2001
Skills
- Team collaboration
- Month-end and year-end closings
- Tax compliance
- Budget preparation
- Internal controls
- Process improvement
- Compliance enforcement
- AP/AR invoicing
- Expense control
- Processing payments
- Financial statements expertise
Affiliations
Texas Society of Certified Public Accountants
Certification
- CPA - Certified Public Accountant
Timeline
Controller
Chamberlain Hrdlicka White Williams & Aughtry
02.2005 - Current
Staff Accountant
Melton & Melton LLP
06.2001 - 02.2005
Masters of Professional Accountancy -
Stephen F Austin State University