Jonathan Dix
Liberty Township
Summary
Financial and accounting professional with extensive experience in financial planning, budgeting, and variance analysis. Developed analytical models and financial reports that enhance executive decision-making and improve reporting accuracy. Advanced proficiency in financial systems and business partnering drives process improvements and effective communication with leadership.
Overview
12
12
years of professional experience
Work History
Senior Accountant I
Fifth Third Bank
Cincinnati
12.2019 - Current
- Perform financial analyses for capital expenditures, fixed assets, and operating expenses to support management decision-making and policy development.
- Develop and maintain financial reports, reconciliations, and analytical models used for quarterly reporting and executive review.
- Analyze accounting and finance processes and implement improvements that enhance reporting accuracy and efficiency.
- Review monthly and quarterly financial statements with operations and leadership teams, identifying variances and recommending corrective actions.
- Calculate and monitor expense accruals and rebate programs, ensuring accurate forecasting and financial reporting.
- Track and reconcile private equity investments, including capital calls, cash distributions, and quarterly NAV adjustments.
- Partner with business leaders to provide financial guidance, data analysis, and ad hoc reporting for strategic initiatives.
- Compile quarterly SOX reports and research financial reporting discrepancies, resolving data issues across reporting systems.
Lead Accountant / Staff Accountant
Atrium Hospitality Services
Cincinnati
12.2016 - 12.2019
- Managed month-end close and financial reporting activities for three hotels, including accrual analysis, expense allocations, and P&L reviews.
- Prepared and communicated monthly financial results, forecasts, and variance analyses to General Managers and Regional Finance leadership.
- Developed and monitored budgets and depreciation forecasts for fixed assets across a portfolio of 50 hotels.
- Tracked construction-in-progress projects, analyzing budget-to-actual spending and preparing project status reports for senior management.
- Reconciled balance sheet and income statement accounts, researched discrepancies, and resolved reporting errors.
- Produced analytical reports to support capital planning, project prioritization, and operational decision-making.
Revenue Recovery Supervisor / Operations Supervisor
United Parcel Service (UPS)
Columbus
04.2014 - 12.2016
- Managed auditing systems and analyzed billing trends to identify exceptions and improve revenue recovery processes.
- Compiled and analyzed operational and revenue reports for daily, weekly, and monthly review by district management to enhance performance monitoring.
- Prepared management reporting packages and communicated key performance metrics to leadership teams, facilitating informed decision-making.
- Led and developed teams while managing payroll, resource planning, and operational performance reporting to optimize team effectiveness.
Education
MBA -
Xavier University
Cincinnati, OH05-2024
Bachelor of Science - Accounting
The Ohio State University
Columbus, OH05-2016
Skills
- Financial Planning & Analysis (FP&A)
- Budgeting & Forecasting
- Financial Modeling
- Variance Analysis
- Expense Allocation
- Capital Expenditure Analysis
- Ad Hoc Analysis
- Account Reconciliation
- Cost Accounting
- Financial Auditing
- Tax Accounting
- Financial Compliance
- Regulatory Reporting
- Data Analysis & Reporting Tools
- Data visualization
- Executive reporting
- Management presentations
- Business Case Development
- Process Improvement
- Advanced Microsoft Excel
- Microsoft Access
- PowerPoint
- Workday
- ERP Systems
- Accounting Software
- Fixed Asset Accounting
- Asset Management
- Legacy Systems
- Reporting systems
Timeline
Senior Accountant I
Fifth Third Bank
12.2019 - Current
Lead Accountant / Staff Accountant
Atrium Hospitality Services
12.2016 - 12.2019
Revenue Recovery Supervisor / Operations Supervisor
United Parcel Service (UPS)
04.2014 - 12.2016
MBA -
Xavier University
Bachelor of Science - Accounting
The Ohio State University