Jordan Walling
Esko,MN
Summary
Collaborative and direct Director of Finance and Operations adept at preparing clear, concise, and comprehensive financial reporting for all involved stakeholders. Flexible and capable of adapting seamlessly to constantly evolving processes and technologies. Challenge-driven leveraging strong business acumen to transform complex problems into focused, organized solutions by spearheading system design and implementations, as well as improving financial controls and processes.
Overview
13
13
years of professional experience
Work History
Director of Finance & Operations
Wheeler Associates
01.2019 - Current
- Develop and manage 3-million-dollar budget.
- Maintaining of accurate financial records, including monthly, quarterly, and annual reporting, budget forecasting, and ad-hoc financial analysis.
- Analyzing budgets, financial reporting, and projections for accurate reporting of current and future financial standing of business.
- Management of all cash flow and cash reserves, accounts receivable and payable, payroll, tax filing and payments, and managed annual audit process.
- Project management of IT systems due to specialized knowledge base and experience with subject matter at hand.
- On quarterly basis review financials to find areas of cost savings and identify areas that may require more expenditures than forecasted.
- Vendor management and vendor evaluation to ensure that business is utilizing services in most efficient way and fiscally responsible way while still maintaining full compliance requirements.
- Executed trades, managed internal systems, and writing of financial plans on behalf of clients and prospects.
Director of Finance & Operations
DeGraaf Financial
05.2019 - Current
- Develop and manage 1.5-million-dollar budget.
- Maintaining of accurate financial records, including monthly, quarterly, and annual reporting, budget forecasting, and ad-hoc financial analysis.
- Analyzing budgets, financial reporting, and projections for accurate reporting of current and future financial standing of business.
- Management of all cash flow and cash reserves, accounts receivable and payable, payroll, tax filing and payments, and managed annual audit process.
- Project management of IT systems due to specialized knowledge base and experience with subject matter at hand.
- On quarterly basis review financials to find areas of cost savings and identify areas that may require more expenditures than forecasted.
- Vendor management and vendor evaluation to ensure that business is utilizing services in most efficient way and fiscally responsible way while still maintaining full compliance requirements.
- Executed trades, managed internal systems, and writing of financial plans on behalf of clients and prospects.
Information Management Support Specialist
Enbridge
06.2013 - 12.2018
- Responsible for onboarding, off-boarding, application permissions, and data management of approximately 175 employee and contractor accounts to accomplish needs of business.
- Generated and fulfilled both new training plans and further training plans for end users.
- Developed highly detailed user guide for end users of Enbridge's proprietary database known as 'Land Services'.
- Ensured end user and customer's concerns were met in timely manner by providing Tier II support for 'Land Services' application, account management, and device management.
- Assisted in creating enhancements for future releases as well as testing said enhancements on database's UAT environment before deploying to production.
- Responsible for creating business process documents and rolling out document as directed by management.
Retail/Small Business Sales Consultant
AT&T
05.2010 - 06.2013
- Maintained client list through timely and relevant communications by phone, email, and in person.
- Grew client list by utilizing combinationsof cold calling and follow up with in person sales presentations.
- Created successful working document providing consumers with visual representation of their current services versus proposed services. Document was rolled out and utilized throughout Duluth market.
Education
Bachelor of Arts - Management
The College of Saint Scholastica
Duluth, MNAssociate of Arts - Generals
Mesabi Range Community & Technical College
Virginia, MNSkills
- Budgeting
- Financial Management
- Financial Reporting
- Auditing
- Financial Analysis
- Fiscal Management
- Cost Savings and Reduction
- Stakeholder Relations
- Operational Oversight
- Change Management
- Business Controls
- Advanced Computer Proficiency
- Quickbooks
- SalesForce
Timeline
Director of Finance & Operations
DeGraaf Financial
05.2019 - Current
Director of Finance & Operations
Wheeler Associates
01.2019 - Current
Information Management Support Specialist
Enbridge
06.2013 - 12.2018
Retail/Small Business Sales Consultant
AT&T
05.2010 - 06.2013
Bachelor of Arts - Management
The College of Saint Scholastica
Associate of Arts - Generals
Mesabi Range Community & Technical College
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