Jill Newman, CPA
Summary
Skilled Controller bringing over 10 years of experience working with nonprofit organizations. Proven leadership and successful in leading teams in achieving financial goals. Accomplished in working with executive leaders to develop business, financial and growth strategies.
Overview
25
25
years of professional experience
1
1
Certification
Work History
Controller
Stan Hywet Hall & Gardens
02.2022 - 05.2024
- Managed and lead nonprofit finance team of four with $6mil budget, including endowment
- Worked with team to catch up bookkeeping due to position vacancies for 8+months
- Achieved 3 unqualified audit opinions despite staffing vacancies and challenges
- Prepared bi-weekly payroll for up to 100 employees
- Managed month-end close and prepared financial reporting for management and various boards
- Analyzed financial statements against forecasts to prepare high-level analyses
- Prepared cash flow analyses and forecasting
- Prepared annual budget for 42 departments
- Developed spreadsheet to view all budgets and changes in real time, saving hundreds of management hours
- Implemented data uploads into the general ledger for revenue, expenses and payroll, saving 40+ hours of data entry time per month
- Implemented process improvements for expense and mileage tracking
- Provided grant and funder data for applications and reporting
Director of Finance
Humility of Mary Housing
02.2019 - 02.2022
- Managed and lead finance team of two with $2mil budget
- Created and managed budgets for nine housing entities
- Provided comprehensive grants management
- Prepared all financials for multiple entity boards
- Analyzed financial statements against forecasts to prepare high-level variance analyses
- Prepared for annual audit and tax submissions
- Developed comprehensive financial services team for staff/resident support
- Developed and implemented process improvements for time, expense and mileage tracking
Risk Analyst/Tax Accountant
Signet Jewelers
11.2012 - 02.2019
- Managed workers' comp claims Zales US, Canada, OH & CA
- Managed store property loss/damage claims
- Managed Canadian First Aid Certification & CERS filings, hazard training
- Managed Sterling stores' secondhand licensing
Treasurer/Controller
The First Tee of Greater Akron
01.2012 - 12.2018
- Prepared annual budget for board and First Tee National
- Prepared and submitted annual reporting for First Tee National
- Prepared and presented monthly financial statements to board
- Prepared income and expense analysis for grant writing and reporting
- Prepared financial information for annual review
- Reconciled bank and credit card accounts
- Established online registration system for participants and volunteers
CPA
Schulte & Company
11.2010 - 11.2012
- Performed compilations, reviews, audits and prepared tax returns
Staff Accountant
Lomax, Soful, & Foster, Inc
05.1999 - 05.2002
- Performed compilations, reviews, audits and prepared tax returns
Education
Master of Arts - English
Cleveland State University
Bachelor of Science - Business Administration/Accounting
Lake Erie College
Skills
Preparing Financial Statements
Proficient in Excel, QBO, Sage
Financial Analysis
Grant Writing
Account and Bank Reconciliation
Payroll Processing
Cash Flow Management
Staff Management
Audit preparation
Budget Preparation
Certification
Certified Public Accountant (CPA)
Timeline
Controller
Stan Hywet Hall & Gardens
02.2022 - 05.2024
Director of Finance
Humility of Mary Housing
02.2019 - 02.2022
Risk Analyst/Tax Accountant
Signet Jewelers
11.2012 - 02.2019
Treasurer/Controller
The First Tee of Greater Akron
01.2012 - 12.2018
CPA
Schulte & Company
11.2010 - 11.2012
Staff Accountant
Lomax, Soful, & Foster, Inc
05.1999 - 05.2002
Master of Arts - English
Cleveland State University
Bachelor of Science - Business Administration/Accounting
Lake Erie College
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