Work History
Education
Skills
Timeline
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Jerry Landon Weatherly

Godley,TX

Work History

Senior Accountant

Jasper Ridge Partners
Fort Worth, TX
01.2024 - Current
  • Manage complex financial statements for client entities to adhere to SEC regulations
  • Analyze clients' cash flow statements to ensure the longevity of future investments
  • Prepare weekly cash forecast schedules to guarantee the mutual fund, hedge fund, and ETF operate efficiently
  • Identify and reconcile inaccuracies in financial documents to ensure legal compliance
  • Coordinate wire transfers of over $5 million to clients
  • Collaborate with Marketable teams to achieve quarterly business objectives

Experienced Associate

PriceWaterhouseCoopers
2021 - 01.2024
  • Conducted financial audits in accordance with professional standards
  • Identified risks and assessed internal controls to ensure integrity of the audit
  • Analyzed income statements, balance sheets, and cash flow statements
  • Reviewed and tested accounting systems, policies, and procedures to ensure compliance with regulations
  • Prepared detailed audit reports to summarize findings, recommendations, and areas for improvement
  • Collaborated with management to develop action plans for addressing deficiencies
  • Assisted in the implementation of process improvements and internal control enhancements

Education

Texas Lutheran University -

Masters in Accountancy
2021

BBA - Accounting

Texas Lutheran University
Seguin, TX
05-2020

Granbury High School
2016

Skills

  • Extrovert
  • Leader
  • Self-Motivated
  • Outgoing
  • Persistence
  • Critical-thinking
  • Analysis
  • Communication
  • Growth mindset
  • Trustworthy

Timeline

Senior Accountant

Jasper Ridge Partners
01.2024 - Current

Experienced Associate

PriceWaterhouseCoopers
2021 - 01.2024

Texas Lutheran University -

Masters in Accountancy

BBA - Accounting

Texas Lutheran University

Granbury High School

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Jerry Landon Weatherly