Jon Caldwell
Denver,Colorado
Summary
Unique combination of financial expertise as a CPA, technical data and business intelligence skills, and ability to translate complex topics to easily understandable reporting. Expertise in financial analysis and reporting, data analysis, business intelligence, data visualization, contract and project management, research, and report writing.
Overview
23
23
years of professional experience
1
1
Certification
Work History
Business Intelligence, Reporting, & Analytics Manager
COLORADO DEPARTMENT OF TRANSPORTATION
Denver, USA
11.2021 - Current
- Developed and manage BI vision and strategy for all financial units
- Reviewed the built dashboards and reports while ensuring access controls, data accuracy and security measures are adhered to for review by the requester and any necessary stakeholders
- Responsible for leading the development of the Business Intelligence and Analytics products and platforms, including data visualizations and interactive reports from a technical perspective
- Applied Business Intelligence and Analytics subject matter expertise (data modeling, data discovery, BI product offering development and conceptual acumen) to support departments with the tools and data representations to meet strategic goals
- Provide guidance on all reporting requests from senior management that will be communicated outside CDOT or impact high-level decision making
- Responsible for CDOT should manage its financial data and its systems in order to maximize any present and future reporting needs and requests
- Key role in growing CDOT’s initiative for reporting and analysis in DAF, including the implementation of new business analysis and data visualization tools
- Manage staff of 4 with diverse areas on responsibility, e.g
- Project management, payroll, special projects
Business Process Expert - Financial Data, Reporting, & Analytics
COLORADO DEPARTMENT OF TRANSPORTATION
Denver, USA
09.2018 - Current
- Main highly-complex data, analysis, and analytics covering a broad spectrum of functions
- Provided expert opinions on financial topics that directly impact the direction management takes
- Expert fluency with Microsoft PowerBI, Access and Excel
- Developed and maintained a suite of approximately 15 dashboards for CDOT using PowerBI
- Ad hoc reporting and analysis for the Chief Financial Officer, media requests, open records requests, legislative requests etc
- Created seamless user experiences by taking an iterative approach to understanding data visualizations needs
- Synthesized data from disparate sources using various tools to provide useful business insights
- Created complex data analytics, developed program analyses, summarized and identified trends, and provided recommendations for measuring and tracking accomplishment of CDOT’s goals and objectives to executive management
- Evaluated and tested various data analysis, data visualization, and business intelligence tools to determine feasibility of implementation
- Led all meetings for the reporting and analysis cross-functional team
Accountant III - Projects - Financial Reporting and Analysis
COLORADO DEPARTMENT OF TRANSPORTATION
Denver, USA
12.2013 - 09.2018
- Provided financial analysis on complex data for multi-billion dollar entity, including projections and reconciliations
- Monthly reporting and trend analysis on various spending metrics
- Delivered written and oral reports to executive management in various areas, including funding availability, risk assessment, construction spending, cash projections, and cash flow
- Developed, monitored, and reconciled indirect and construction cost pool rate setting to maximize cost recovery
- Ensured organization operations were in compliance with regulatory requirements – including 2 CFR 200
- Liaison to external auditors for annual audit of federal grants
- Responsible for funding set-up, cost allocation, budget to actual reporting, and project closure for all construction projects
- Supervised staff accountants, including workflow and performance management
- Reviewed and signed contractual documents on behalf of Department as delegated by the State Controller’s Office
- Developed and implemented policies to improve consistency of operations in 5 regional offices
Internal Controls and Compliance Analyst
NATIONAL RENEWABLE ENERGY LAB
Golden, USA
04.2013 - 12.2013
- Led effort to identify and document risks, develop solutions to internal controls problems, and implement corrective action plans under Circular A-123
- Designed and implemented effective policies and procedures to promote performance and quality throughout the organization
- Worked with software developers and financial staff to develop and integrate solutions to financial problems
- Provided guidance on technical accounting data and transactions to ensure consistency and correct treatment under accounting standards, including journal entries, account reconciliations, and financial reporting
- Researched and interpreted tax law and regulations on federal, state and local levels, not-for-profit, payroll, and sales and use tax compliance issues
- Served as liaison between external auditors and administration
- Built relationships throughout the organization to support effective internal controls
Legislative Audit Supervisor
COLORADO OFFICE OF THE STATE AUDITOR
Denver, USA
05.2010 - 04.2013
- Provided tactical leadership by overseeing individual audit projects, including developing teams, coordinating work assignments, overseeing day-to-day operations, supervising and evaluating staff
- Governmental auditing and analysis for all business cycles, i.e
- Expenditures, revenue, payroll, fixed assets, payroll, and appropriations
- Financial statement review of local governments
- Analyzed financial and program processes, products, procedures, and results
- Communicated, prepared, and presented audit issues to various audiences
- Reviewed, researched, and analyzed routine and complex accounting issues for correct treatment under accounting standards and federal requirements
- Managed all aspects of contract audits including planning, writing RFPs, coordinating the review of proposals, executing contracts, monitoring the contractor’s work, reviewing findings and report drafts, and preparing the contractor for meetings, and report distribution
- Subject matter expert on federal grant award program audits including review of financial and operational compliance and controls under OMB circulars (A-133/Uniform Guidance/2 CFR 200), e.g
- Medicaid, TANF, and Supplemental Food Assistance
- Applied knowledge of a broad range of technological tools to analyze data
Senior Legislative Auditor
COLORADO OFFICE OF THE STATE AUDITOR
Denver, USA
01.2008 - 04.2010
Legislative Auditor
COLORADO OFFICE OF THE STATE AUDITOR
Denver, USA
04.2007 - 12.2007
Tax Auditor II
COLORADO DEPARTMENT OF REVENUE
Denver, USA
08.2003 - 02.2007
- Lead auditor on tax auditing and compliance reviews
- Researched legal issues using Colorado Revised Statutes, Internal Revenue Code, and various court cases for application to individual tax accounts and/or disputes
- Calculated tax liabilities for non-compliant taxpayers using forensic methods
Tax Auditor I
COLORADO DEPARTMENT OF REVENUE
Denver, USA
02.2002 - 08.2003
Education
Bachelor of Science - Business Administration, Spanish, Accounting
COLORADO STATE UNIVERSITY
Fort Collins, Colorado05.2001
Skills
- PowerBI
- Data Quality Management
- Business Intelligence
- Financial Analysis
- SAP
- Dashboard creation
- Written Communication
Certification
- Certified Public Accountant - Colorado
Timeline
Business Intelligence, Reporting, & Analytics Manager
COLORADO DEPARTMENT OF TRANSPORTATION
11.2021 - Current
Business Process Expert - Financial Data, Reporting, & Analytics
COLORADO DEPARTMENT OF TRANSPORTATION
09.2018 - Current
Accountant III - Projects - Financial Reporting and Analysis
COLORADO DEPARTMENT OF TRANSPORTATION
12.2013 - 09.2018
Internal Controls and Compliance Analyst
NATIONAL RENEWABLE ENERGY LAB
04.2013 - 12.2013
Legislative Audit Supervisor
COLORADO OFFICE OF THE STATE AUDITOR
05.2010 - 04.2013
Senior Legislative Auditor
COLORADO OFFICE OF THE STATE AUDITOR
01.2008 - 04.2010
Legislative Auditor
COLORADO OFFICE OF THE STATE AUDITOR
04.2007 - 12.2007
Tax Auditor II
COLORADO DEPARTMENT OF REVENUE
08.2003 - 02.2007
Tax Auditor I
COLORADO DEPARTMENT OF REVENUE
02.2002 - 08.2003
Bachelor of Science - Business Administration, Spanish, Accounting
COLORADO STATE UNIVERSITY