Jordan Char
Irvine,CA
Summary
I'm the type of person you bring on board when you want someone that cares about the business and its vision. I'm not all knowing but I love learning and teaching. I'm big on passing knowledge and mentoring others. Attitude and perspective is everything but they're things you can't train someone to have. I live by the "no job is too small" and "first principles" thinking. I approach my work with the humility knowledge and learning deserves to achieve excellence. My philosophy is to seek knowledge by asking deep, well-researched questions. "To be conscious that you are ignorant is a great step to knowledge." - Benjamin Disraeli
Overview
10
10
years of professional experience
Work History
Senior Accountant
Omega Accounting Solutions
Irvine, CA
03.2024 - Current
- Highly skilled in deconstructing processes and redesigning workflows around reporting to achieve an ~80% increase in productivity and efficiency allowing for expedited and accurate reporting
- Performed year-over-year (YoY) and month-over-month (MoM) trend analytics on P&L and balance sheet accounts to identify financial trends and support strategic planning
- Prepared monthly Loan Balance reports, Liquidity Certificate reports, Interim Financial Statements, and Referral Partner packages for accurate financial reporting and compliance
- Developed custom reports to summarize, categorize, and compare actual financial data, enabling senior management to make informed business decisions
- Led weekly budgets and daily/weekly cash flow operations, check cutting/deposits, outstanding tracking, and ACH returns recognition in QBO
- Managed client loan payoff calculations, third-party payment technology reconciliations, bank downloads, AR management, and weekly AP reports/processing
- Maintained QBO templates, sites, customer reviews/fixes, product/service/GL account/class creation, and performed bank transaction postings, bill recording, and invoice/bill payment postings daily
- Managed multiple emails, file management, subsidiary accounting, and Liquid Logics updates weekly/monthly for efficient operations
- Identified, reassigned, and reviewed tasks/departments annually/monthly to streamline workflows and enhance team productivity
- Provided weekly training on new projects and managed sales commissions statements
Senior Accountant - Cash and Accounts Receivable
iHerb LLC
Irvine, CA
04.2020 - 03.2024
- Designed and implemented over 50 templates and standard operating procedures
- Integrated SOX compliant standards in accordance with U.S. GAAP and SEC public filing requirements while working closely with internal audit
- Perform monthly account reconciliations, journal entry preparation and review, and financial statement review
- Analyze revenue trend reports for over $2B+ in sales annually on a monthly, quarterly, and annual basis for management
- Foster a collaborative and inquisitive work environment and onboarded over 10 new team members
- Provide assistance with external financial audits in the form of documentation and well-supported explanations
- Supervise the Accounts Receivable reconciliation of over 30+ million orders annually in over 80 currencies
- Work cross-functionally with the Information Technology and Business Intelligence teams to identify breakages and develop long term resolutions
- Collaborated in the transition of ERP systems from Netsuite to SAP and the launch and testing of Blackline software
Salaried Professional - Financial Consultant
Robert Half - Accountemps
Orange County, CA
06.2018 - 04.2020
- Consulted on seven projects with responsibilities ranging from accounts payable, payroll, accounts receivable, general accounting, purchasing, and treasury.
- Oversaw cash disbursement, reconciled vendor statements and general ledger accounts, three-way matching, and invoice coding to appropriate department and accounts
- Provided excellent customer service regarding payment inquiries and past due invoices and prioritized the accuracy and good-standing of customer accounts
Tax Intern
Hansen & Franklin CPAs
Rolling Hills, CA
01.2018 - 04.2018
- Prepared income tax returns for high net worth individuals and maintained bookkeeping for small businesses
- Interviewed clients to obtain additional information on taxable income and deductible expenses and allowances
- Furnished taxpayers with sufficient information and advice to ensure correct tax form completion
Constructions Payable
LA Fitness
Irvine, CA
02.2016 - 01.2018
- Assisted in the management of vendors and subcontractor accounts
- Researched club codes utilizing corporate databases to pinpoint issues and process invoices
- Detected invoice errors and resolved issues by working with supervisors and contacting vendors
Education
Bachelor of Science - Accounting
California State University of Long Beach
Long Beach, CA05.2018
Skills
- Excel proficiency: macros, pivot tables, nested if statements, sumifs, lookups, index, match, let, filter, search etc
- General ledger accounting
- Financial reporting
- Audit support
- Bank reconciliation
- Excellent written and oral communication
- Analytical, inquisitive, and resourceful
- Team player
- Innovator
- Database experience: Blackline, Netsuite, SAP, SQL, Fishbowl, Great Plains, Quickbooks Online, Sage MAS200, Lacerte, Biznet
Timeline
Senior Accountant
Omega Accounting Solutions
03.2024 - Current
Senior Accountant - Cash and Accounts Receivable
iHerb LLC
04.2020 - 03.2024
Salaried Professional - Financial Consultant
Robert Half - Accountemps
06.2018 - 04.2020
Tax Intern
Hansen & Franklin CPAs
01.2018 - 04.2018
Constructions Payable
LA Fitness
02.2016 - 01.2018
Bachelor of Science - Accounting
California State University of Long Beach