Overview
Work History
Education
Skills
Timeline
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Jonathan Kroenke

Bloomington,Indiana

Overview

10
10
years of professional experience

Work History

Senior Finance Accountant

Catalent
Bloomington, IN
08.2023 - 02.2024
  • Prepared monthly and year-end closing statements, financial documents and invoices.
  • Completed budget plans for approval and submission by managerial staff.
  • Applied mathematical skills to calculate totals, check figures, and correct problems with physical and digital files.
  • Assessed data and information to check entries, calculations and billing codes for accuracy.
  • Developed and documented business processes and accounting policies to maintain and strengthen internal controls.
  • Conducted financial analysis and research to advise senior management on forecasting decisions.
  • Developed and implemented internal control procedures to ensure accuracy of financial data.
  • Reconciled general ledger accounts on a monthly basis.
  • Collaborated with PM's to ensure accurate reporting of CIP while also maintaining control over cost spending around Fixed Assets.
  • Leveraged deep understanding of ASC 842 standards to accurately analyze and record lease transactions, ensuring full compliance with new lease accounting regulations.

Senior Revenue Accountant

Salesforce
Indianapolis, IN
10.2020 - 06.2023
  • Managed revenue for acquired customers who did not renew under Salesforce's contracts, overseeing multiple ERP and Accounting systems.
  • Oversaw monthly uploads and tracked activities for various acquisitions (Vlocity, ET Brazil, Acumen, Narrative Science), comparing trial balances and posting changes.
  • Conducted quarterly bad debt reserve analysis using a bucket approach to enhance financial reporting accuracy.
  • Assisted the Business Technology team in migrating the appropriate revenue from the acquisition system to Salesforce's GL (Oracle).
  • Developed manual DR waterfalls in Excel to monitor monthly expected DR amounts and reconcile with Oracle records.
  • Conducted monthly and quarterly reconciliations for accounts receivable, deferred revenue, cash, accrued liabilities (taxes payable), contract assets, and bad debt reserves.
  • Utilized Tableau, Excel, Netsuite, Zuora, and Salesforce CRM to create reports and streamline the month-end close process.
  • Earned Tableau Creator certification and completed Salesforce's "Trailheads" ranger certification, dedicating over 100 hours to each.
  • Initiated a company-wide awareness campaign on Tableau's capabilities and explored opportunities for implementing Tableau into teams' processes.
  • Collaborated with developers and the Business Technology team to implement an in-house CPQ and billing system, reducing reliance on multiple costly ERP systems.
  • Tracked remaining performance obligations and ensured accurate monthly entries for revenue, taxes, accounts receivable, bank fees, and cash.
  • Thrived on working with system implementations to streamline month-end close procedures and reduce time and costs.

Senior Revenue Accountant – Contractor

Salesforce
Indianapolis, IN
08.2019 - 04.2020
  • Performed Journal entries for multiple acquisitions including deferred revenue run-off schedules.
  • Performed monthly and quarterly reconciliations of accounts receivable and deferred revenue accounts for acquisitions.
  • Worked on ad hoc projects as assigned by the Revenue Accounting Manager.
  • Reconciled foreign currency translation accounts.
  • Performed monthly and quarterly flux analysis on Accounts receivable, Unearned Revenue and Escheatment liability accounts.
  • Performed analysis on products that were currently under materiality threshold to apply GAAP procedures and determined if any adjustments to revenue recognized for the quarter needed to be booked.
  • Tracked Pre-bills, for consulting services, created before the services had been performed and made sure revenue was deferred and then recognized as the services were completed.
  • Tracked offline revenue and accounts receivable for acquisitions including recognizing revenue based on deferred revenue waterfalls, writing off bad debt, tracking accounts receivables moved to escheatment and applying appropriate cash payments.

Staff Accountant

Availity, LLC
Indianapolis, IN
07.2018 - 08.2019
  • Enthusiastically helped create and define new invoicing process after company switched to new accounting software (Zuora).
  • Managed the collection and creation of over 3,000 invoices a month, while working with database and system analysts to automate the process for increased speed and efficiency.
  • While working with this team we managed to cut the invoicing process down from 10 business days to 5 business days in 3 months.
  • Revised and streamlined inefficient manual processes and increased automation.
  • Created a completely new set of process documents for new accounting software.
  • Prepared and processed payment of sales tax.
  • Performed monthly account reconciliations.
  • Helped create account reconciliations that were not performed during the software transition.
  • Including Accounts receivable and Revenue Recognition reconciliation, bank reconciliation, deferred devenue (Install/Implementation/Activation Fee) and Sales Tax Liability reconciliation.
  • Performed monthly analysis of actual revenue vs budgeted revenue.
  • Created internal controls after year end audit.
  • Created and maintained Installation/Implementation Fee revenue recognition file.
  • Multiple contracts have either installation fees, implementation fees or activation fees that I helped implement the rules of how and when to recognize the revenue.
  • Created and implemented process documentation around every task or job I worked on.
  • Worked closely with Finance IT team to ensure accuracy of data imported in from data warehouse.
  • Created processes to adhere to SOX compliance testing during year-end around invoicing process.
  • Utilized new reporting system and excel to create documentation proving to Auditor’s that correct usage had been loaded into the system and billed accurately.

Tech Accountant

Schneider Geospatial - Schneider Corporation
Indianapolis, IN
01.2018 - 07.2018
  • Performed month-end billing process in order to generate client invoices.
  • This process includes:.
  • Working with project managers (PMs) to adjust any time that is allocable to a project that was originally entered as unallocated.
  • Generating preliminary bills for PM review and comments.
  • Generating draft invoices for PM review based upon preliminary billing comments.
  • Finalizing and posting invoicing to the general ledger.
  • Sending out monthly invoicing with any supplemental detail to clients.
  • Making sure sales orders were setup with the correct billing items and billing addresses.
  • Respond to client billing issues/needs as they occur.
  • Worked with PMs on collection efforts for any accounts with past due balances by contacting clients and inquiring about status of payment.
  • Prepared weekly AR analysis report for PM’s and Management.
  • Entered month-end journal entries and assisted with the creation of month-end reconciliations.
  • Generated a monthly technology financial review for revenue including recurring and non-recurring revenue – managed to cut this process down by 180 manual journal entries and 2 days of work dedicated work.
  • Implemented the change from sending out paper mail to emailing invoices to our clients to expedite cash collections.
  • Corrected errors in monthly, quarterly and annual revenue recognition.
  • Documented any collection/payment issues that occurred and how to correct these issues.
  • Helped create documentation for AR and AP processes that were lost in the restructuring.
  • Charged expenses to accounts and cost centers by analyzing invoice/expense reports; recording entries.
  • Ensured timely payment of vendors through ACH and check.
  • Conducted monthly bank reconciliation on our operating account and subscription account.
  • Created process new process to update billing addresses on the customer record, the sales order and the invoice using a CSV upload.

Staff Accountant

The Schneider Corporation
Indianapolis, IN
04.2017 - 12.2017
  • Collaborated with accounting team and engineering team to enhance the billing process.
  • Perform month-end billing process in order to generate client invoices.
  • This process includes:.
  • Working with project managers (PMs) to adjust any time that is allocable to a project that was originally entered as unallocated.
  • Generating preliminary bills for PM review and comments.
  • Generating draft invoices for PM review based upon preliminary billing comments.
  • Finalizing and posting invoicing to the general ledger.
  • Sending out monthly invoicing with any supplemental detail to clients.
  • Held oversight over the creation of invoices for the project managers in the engineering department.
  • Performed collections on aged receivables.
  • Utilized my connections with the accounting team and the engineering team to help expedite the payment of aged invoices.
  • Managed the collection of documentation from 20+ project managers to create weekly and monthly invoices.
  • Helped track the efficiency of labor on individual projects.
  • Applied cash to open invoices.
  • Entered month-end journal entries and assisted with the creation of month-end reconciliations.

Staff Accountant

Steak ’N Shake
Indianapolis, IN
08.2015 - 12.2016
  • Collaborated with accounting team to create better internal processes and controls.
  • Created monthly journal entries and accruals for Major Marketing and International accounts.
  • Helped reconstruct financial statements through the process of a calendar change from 13 periods to 12 periods.
  • Performed quarterly Reconciliations on major Marketing and International accounts.
  • Collaborated with the marketing team to create and update the year to date budget and forecast analysis.
  • Helped update this process and create functional excel spreadsheets for the marketing team to utilize through the calendar change.
  • Held oversight over Outdoor and Print database.
  • Utilized access to make tracking the budget more efficient in these two areas.
  • Collaborated with Marketing department to help maintain an up to date and correct Marketing budget.

Accounting Specialist

Toyota Industrial Equipment Manufacturing
Indianapolis, IN
03.2015 - 05.2015
  • Collaborated with the accounting team to help create better internal controls.
  • Worked with SAP to create queries, pay invoices, keep track of payables, and reconcile the Goods Receipt Invoice Receipt account.
  • Worked through year end utilizing SAP and AS400 to help supply the team and the auditors with the correct documentation need to finish year end closing and audit procedures.
  • Collaborated with the heads of multiple departments including, production, purchasing, and sales to reconcile why invoices were not yet paid.
  • Helped team members utilize more advanced functions of excel like sharing documents, VLOOKUP’s, macros, and enabling iterative calculations to make work more efficient.
  • Created a process and documentation to standardize the collection of year end documents and audit documents as well as standardized the GRIR reconciliation process and documentation.

Audit Intern

BKD CPA's and Advisors
Indianapolis, IN
01.2014 - 04.2014
  • Investigated and resolved discrepancies in monthly bank accounts while under tight deadlines.
  • Collaborated extensively with auditors during preliminary and year-end audit processes.
  • Aligned all financial activity with the regulations of the GAAP.
  • Analyzed costs and revenues to project future trends.
  • Performed debit, credit and total accounts on computer spreadsheets/databases, using specialized accounting software.
  • Performed field audits on wide variety of clientele using Prosystems FX.
  • Created Accounting Flow Charts through excel to record the process for next year's audit.

Education

Bachelor of Science - Accounting/Finance

Indiana University, Kelley School of Business
01.2014

Skills

  • Advanced User in Zuora, Sales Force CRM, Net Suite, Excel, Tableau, Oracle, JD Edwards, Maximo, Lease Query, Office software package, Adobe PDF Reader, Blackline, FCM, Zoom, Slack, Google Drive and Smartsheet
  • Expense Tracking
  • Variance Analysis
  • Accounts Payable and Receivable
  • Continuous Improvement
  • Received Tableau certifications from Tableau E-learning
  • Budget forecasting expertise
  • GAAP Accounting
  • Financial analysis
  • General ledger entries
  • General ledger accounting

Timeline

Senior Finance Accountant

Catalent
08.2023 - 02.2024

Senior Revenue Accountant

Salesforce
10.2020 - 06.2023

Senior Revenue Accountant – Contractor

Salesforce
08.2019 - 04.2020

Staff Accountant

Availity, LLC
07.2018 - 08.2019

Tech Accountant

Schneider Geospatial - Schneider Corporation
01.2018 - 07.2018

Staff Accountant

The Schneider Corporation
04.2017 - 12.2017

Staff Accountant

Steak ’N Shake
08.2015 - 12.2016

Accounting Specialist

Toyota Industrial Equipment Manufacturing
03.2015 - 05.2015

Audit Intern

BKD CPA's and Advisors
01.2014 - 04.2014

Bachelor of Science - Accounting/Finance

Indiana University, Kelley School of Business

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