Jonathan Baker
Moorhead,MN
Summary
Detail-oriented finance and accounting professional with extensive working experience in the manufacturing, healthcare, and retail industries. Possesses strong attention to detail with the ability to adapt in a variety of workplace environments, and utilizes methods to further the agenda of any organization.
Overview
13
13
years of professional experience
Work History
Sales Support Specialist
Dakota Airparts
10.2025 - Current
- Processes shipments through the operations queue, ensuring all order details are accurate and complete
- Works closely with export compliance and sales team to ensure that all domestic and international shipments meet regulatory documentation requirements
- Coordinates with logistics partners to determine the best shipping options and timelines
- Improved quality and usability of existing spreadsheets in Google Docs by utilizing basic formula functions.
Sr. Financial Analyst
Brenton/Orion Engineering
12.2024 - 05.2025
- Created financial dashboard using MS Excel to provide updates regarding revenues, EBITDA, gross profit, and other KPI’s
- Used Microsoft Excel formulas and spotlight to ensure automation of data from monthly and YTD perspectives
- Streamlined quartile analysis to identify customers that generated the largest revenues and orders for the company
- Monitored revenues, cost adjustments, and forecasts for all new and existing projects
- Performed regular analysis of running margins and costs for machines in WIP statuses
- Provided operations leaders and project managers with weekly forecast and labor reports
- Completed journal entries and account reconciliations pertaining to accruals, research and development, shipments, subcontract labor, and marketing
- Partnered with leaders to ensure that the manufacturing facility was operating efficiently from a headcount perspective
- Completed weekly revenue analysis to ensure that actuals aligned with forecast projections
- Assisted with R&D tax audit requests and other adhoc projects as needed
Management Trainee
Enterprise Holdings
07.2024 - 11.2024
- Assisted with tasks pertaining to strategic planning, financial management, and coordination of over two-hundred rental vehicles
- Performed revenue and expense analysis
- Partnered with other Enterprise locations to prevent inventory shortages
- Managed detailing staff and conducted clean car audits to ensure consistency of product and service
- Reviewed customer data and implemented strategies to minimize the frequency of poor customer service experiences
- Onboarded and trained new staff
- Performed financial reviews to improve cash collection and minimize the risk of bad debt expense
Automotive Detailer
Enterprise Holdings
01.2023 - 05.2024
- Maintained goal of cleaning at least four rental vehicles within an hour and adhered to the organization’s cleaning standards
- Assisted team with achieving a service quality index (SQI) that exceeded corporate standards on numerous occasions
- Provided excellent customer services pertaining to vehicle returns, rental vehicle locations, and maintenance inspections
- Completed pre-delivery inspections (PDI) for newly acquired vehicles
- Transported vehicles to dealerships and repair locations
- Inspected vehicles for damages, personal belongings, and dangerous objects
Sr. Financial Analyst
CNH Industrial
12.2020 - 06.2023
- Assisted with completion of the month-end close process
- Reported monthly expenditures and evaluated variances between actuals and budgeted expenses
- Performed monthly account reconciliations regarding intercompany inventory
- Prepared annual budget for plant expenditures
- Weekly productivity and KPI reporting
- Calculated and validated cost savings of various Kaizen events to improve organizational processes
- Performed cost tracking activities to identify Bill of Material (BOM) changes for agricultural units
Compensation Analyst II
Essentia Health
05.2018 - 05.2020
- Followed compensation guidelines to hire and retain employees across Minnesota and North Dakota
- Managed compensation activities of Revenue Services, Marketing, and Radiology
- Project manager for the annual market review which required creation of a project plan, designing and updating financial reporting methods, pricing of all positions across the organization, and presenting recommendations for compensation adjustments
- Responsible for compensation audits related to extra salary, employee annual increases, market pricing, and market adjustments
- Prepared job offers, created job descriptions for new positions, and participated in annual compensation surveys
Provider Compensation Analyst
Sanford Health
03.2016 - 04.2018
- Managed extra compensation for advanced practice providers and social workers in the Fargo and Bismarck regions
- Provided compensation reports regarding quarterly production incentives
- Provided recommendations to medical providers to ensure that they met their quarterly incentive goals
- Bi-monthly payroll preparation for additional medical duties such as teaching, directorships, and moonlighting
- Primary contact person for questions regarding compensation statements and production incentives
- Communicated with health care providers and the leave management team to plan medical leaves on a semi-monthly basis
Specialist 1, Trades Payable
Sports Authority Corporate
01.2013 - 02.2016
- Responsible for the management of 117 key vendor accounts
- Account statement audits, variance analysis and reporting, discrepancy resolution specialist
- Directly worked with vendor contacts in accounts receivable to monitor and resolve outstanding accounts
- Researched and analyzed inventory documents to resolve product shortages and pricing issues
- Resolved open invoices and payables in a timely manner
- Worked with inventory control to resolve issues pertaining to not received inventory
- Ordered office supplies and billed to correct accounting unit when needed
Education
Bachelor of Science - Business Administration-Finance
Colorado State University
CO12.2012
Master of Business Administration - undefined
University of Phoenix
AZ03.2016
Skills
- Advanced Analytical Skills/Financial Statement Analysis
- SAP Accounting System
- Syteline Accounting System
- Salesforce
- Budgeting
- Forecasting
- Data Analysis
- Project Management
- Workday
- Floqast
- Spotlight
- Concur
- CMS
- AS400
- Microsoft Office (Excel, Word, Access, PowerPoint)
- Google Docs
- CRM software proficiency
- Customer relationship management
- Microsoft office expertise
- Budgeting and planning
- Variance reporting
- Account reconciliation
- Annual budgets
- Financial modeling
- KPI management
- Financial statements expertise
- Forecasting techniques
- Revenue trend analysis
- Financial model creation
- Capital budgeting
- Bookkeeping and accounting
- Accounting principles understanding
- Cost accounting
- Accounting principles proficiency
Affiliations
- Delta Mu Delta Honorary Business Fraternity, University of Phoenix
- Membership awarded for superior academic achievement
Timeline
Sales Support Specialist
Dakota Airparts
10.2025 - Current
Sr. Financial Analyst
Brenton/Orion Engineering
12.2024 - 05.2025
Management Trainee
Enterprise Holdings
07.2024 - 11.2024
Automotive Detailer
Enterprise Holdings
01.2023 - 05.2024
Sr. Financial Analyst
CNH Industrial
12.2020 - 06.2023
Compensation Analyst II
Essentia Health
05.2018 - 05.2020
Provider Compensation Analyst
Sanford Health
03.2016 - 04.2018
Specialist 1, Trades Payable
Sports Authority Corporate
01.2013 - 02.2016
Master of Business Administration - undefined
University of Phoenix
Bachelor of Science - Business Administration-Finance
Colorado State University