Jolaine Lanau-Pierre
Bristow,VA
Summary
Accounting professional with over 12 years of experience in accounting and finance. Self-starter and capable of effectively functioning with minimum supervision. Strong team-working and multi-tasking skills, successfully completes projects within strict deadlines and control a number of projects at once. Collaborate effectively with Chief Operating Officer to resolve variances, refine forecasts, and identify opportunities for improvement. Fast learner with proven adaptability to new technologies and applications. Computer proficiency in Microsoft programs Excel, and Word. Sage Intacct, Microsoft Dynamics (Solomon and Great Plains) and Netsuite Accounting Software, Quick Books. AnyBill-Accounts Payable software.
Developed skills in financial management and strategic planning within fast-paced corporate environment, seeking to transition into new field. Demonstrated ability to handle complex financial reporting and budgeting tasks, along with proficiency in data analysis and accounting software. Looking to leverage these skills to drive efficiency and support organizational success in new role.
Offering foundational skills in financial management and strategic planning, eager to learn and develop in dynamic environment. Contributes solid understanding of financial principles and ability to quickly acquire new technical skills. Ready to use and develop proficiency in data analysis and accounting software in Controller role.
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.
Personable and analytical professional with strong aptitude for financial management and strategic planning. Knowledge of financial reporting and budgeting, combined with proficiency in data analysis and accounting software. Capable of driving efficiency and ensuring financial accuracy to support organizational goals.
Equipped with strong problem-solving abilities, willingness to learn, and excellent communication skills. Poised to contribute to team success and achieve positive results. Ready to tackle new challenges and advance organizational objectives with dedication and enthusiasm.
Overview
15
15
years of professional experience
Work History
Controller
AppleTree Institute/AppleTree Early Learning PC
01.2017 - Current
- Manage all finance and accounting activities for AppleTree, consisting of5 Charter Schools
- Oversee activities related to payroll, tax, account payables/ receivables, federal grant funding
- Supports leadership/ strategic decision making by ensuring informative management reports and analysis are created and distributed on a monthly basis or as needed
- Oversees and prepares monthly, quarterly, annual financial status reports for department-wide operations, indirect cost models, senior leadership and the Finance Committee
- Oversees preparation of all financial reports and analysis for all levels of management while ensuring the proper management information and analytical systems and applications are in place
- Responsible for directing the treasury services for the organizations, including weekly cash forecasting
- Creates and implements financial policies and procedures to identify, resolve and document accounting issues in addition to creating procedures to make the close and reporting process more efficient and accurate
- Process payments in Anybill to Vendors/Contractors
- Manage federal and state/local grants, including tracking of expenses, allocations, financial reporting, and reimbursement from agencies
- Work with OSSE and DCPCSB to ensure school is receiving reimbursements for federal grants billed by AppleTree
- Prepare Grant disbursement and expenditure reports and monitor grant funding
- Approve and submit payroll for450 employees on a biweekly basis in ADP workforce now
- Manage annual external independent financial and403B audits
- Supervise and train Accounts Payable/Receivable Specialist and Accounting/Payroll Specialist on new system and processes
- Coordinate the development and monitoring of AppleTree’s budget for both organizations
Accounting Manager
AppleTree Institute/AppleTree Early Learning PC
11.2015 - 01.2017
- Responsible for month end close for five Charter Schools which include journal entries, balance sheet reconciliations, Income Statements, Accruals etc
- Prepare profit and loss (P&L) statements and variance analysis with narration by location
- Responsible for monthly close process and financial statement presentation for board meetings
- Review and approve Accounts Payable Invoices in Anybill for correct coding
- Manage federal and state/local grants, including tracking of expenses, allocations, financial reporting, and reimbursement from agencies
- Work with OSSE and DCPCSB to ensure school is receiving reimbursements for federal grants billed by AppleTree.
- Obtained sales tax exemption and worked with vendors to receive credits for sales tax paid
- Prepare Grant disbursement and expenditure reports and monitor grant funding
- Process payroll for300 employees on a biweekly basis in ADP workforce now
- Prepare annual1099’s for all vendors
Senior Staff Accountant
Advancement Project
06.2014 - 11.2015
- Responsible for month end close which include journal entries, balance sheet reconciliations, Income Statements, Accruals etc
- Managed Accounts payable and Accounts receivable
- Process checks for all bills due
- Reconcile bank and credit card statements on a monthly basis
- Prepare profit and loss (P&L) statements and variance analysis with narration by location
- Prepare Monthly and Quarterly Financial statements for grant funding
- Work closely with Auditors and outside audit firms during annual financial statement audit with preparing schedules and Invoices, providing explanations of supporting materials and procedures
- Prepare Grant disbursement and expenditure reports and monitor grant funding
- Prepare annual1099’s for all vendors
Senior Staff Accountant
Charter Schools USA
06.2010 - 01.2014
- Responsible for month end close for seven Charter Schools which includes journal entries, balance sheet reconciliations, Income Statements, Accruals etc
- Prepare profit and loss (P&L) statements and variance analysis with narration by location
- Prepare Monthly and Quarterly Financial statements to submit to school District for grant funding
- Assist Auditors during annual financial statement audit with preparing schedules and Invoices, providing explanations of supporting materials and procedures
- Acting corporate liaison for School Business Administrators as well as school district
- Review and approve Accounts Payable Vouchers and Purchase Orders for correct coding
- Prepare Grant disbursement and expenditure reports and monitor grant funding
- Accomplishments:
- Designed and developed a procedure manual for Charter School Bookkeepers that significantly reduced data entry and minimized errors
- Established Process Improvement team to work on Accounting system improvements
- Assist with implementation and testing of Chase Paymentech system for Charter schools USA to reduce amount of non sufficient fund checks and increase school revenue
- Identified over $100,000 in vendor billings and Deposit errors and made refund request
Education
Master of Science - Business Administration
University of Phoenix
Phoenix, AZ12.2021
Skills
- Payroll processing
- Preparing financial statements
- Audit preparation
- Fixed asset management
- Financial forecasting
- General ledger accounting
- Budget preparation
- Internal control management
- Cash flow forecasting
- Grant administration
- Month-end and year-end closings
- Attention to detail
- Organizational skills
- Teamwork and collaboration
- Analytical thinking
- Problem-solving
- Time management
- Reliability
- Non-profit accounting
- Multitasking Abilities
Accomplishments
- Designed and developed procedure manual for Accounting team that significantly reduced data entry and minimized errors.
Timeline
Controller
AppleTree Institute/AppleTree Early Learning PC
01.2017 - Current
Accounting Manager
AppleTree Institute/AppleTree Early Learning PC
11.2015 - 01.2017
Senior Staff Accountant
Advancement Project
06.2014 - 11.2015
Senior Staff Accountant
Charter Schools USA
06.2010 - 01.2014
Master of Science - Business Administration
University of Phoenix
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