Joshua Minnieweather
Portland,OR
Summary
As a consultant, I’ve served my clients in increasingly responsible finance roles, from Senior Accountant to Financial Controller. I sought to further bolster my value-add by obtaining the FMVA designation. The skills and best practices I’ve learned are ready for deployment at my next opportunity.
Overview
6
6
years of professional experience
1
1
Certification
Work History
Controller (Consultant)
Ledgent Staffing
2023.08 - 2023.12
- Reduced month-end closing time by optimizing reconciliation procedures and improving collaboration between departments.
- Enhanced financial reporting accuracy by streamlining accounting processes and implementing internal controls.
- Built KPI dashboards for senior management, including an ad-hoc financial statement snapshot requiring only G/L balances to show the current health of the company and a five-year forecast.
- Developed an interactive, full-scale product and margin summary complete with a top-five customer by sales volume and top-five product by total sales to retire legacy BI reporting.
- Increased cash flow by diligently managing accounts receivable and implementing effective collection strategies. A/R improved from $1.61M in Period 9 to $1.07M in Period 12.
- Created CY2024 department non-payroll spend budgets for CFO.
- Established and managed customer credit, collections, and corporate travel policies.
Business Analyst (Consultant)
Rusty Lantern Market
2022.01 - 2023.08
- Created ASC 842-compliant lease schedules for all business lines, evaluated and corrected capital assets, and created Data Management upload matrices, system presets, and process flowcharting into the Bloomberg Tax and Accounting software.
- Streamlined business processes by identifying inefficiencies and implementing targeted solutions.
- Improved overall project management for client engagements with well-structured plans and timelines.
Accounting Supervisor (Consultant)
NVA
2022.07 - 2023.05
- Worked on team of 8 effective and competent accounting professionals after training 50% of team.
- Oversaw prepaid schedules, payroll, employee benefits, employee incentives and bonuses, employee offboarding, and nonprofit accounting while provisioning enhancements to each process.
- Accounted for $2B in annual labor costs for 1600 hospitals spanning the US and Canada, which incurred over $90M in yearly healthcare benefits costs.
- Established internal audit procedures to validate and improve accuracy of financial reporting.
- Implemented and regularly reviewed financial controls to generate accurate and reliable financial data.
- Enhanced financial reporting accuracy by closely monitoring transactions and reconciling accounts monthly.
- Received a commendation from the Chief Community Officer for instituting GAAP-compliant accounting for the NVA Cares nonprofit in March 2023, correcting an oversight spanning two fiscal years "protecting a program that supports the people of NVA."
Implementation Consultant
Allen Media Broadcasting
2022.04 - 2022.07
- Improved client satisfaction by providing tailored implementation solutions to meet their business needs.
- Managed database admin, web server configuration, data import, and transformation activities between SAP Concur and Great Plains using Excel as the subject expert in SAP Concur.
Senior Accountant (Consultant)
M Financial
2022.01 - 2022.04
- Assisted finance director in process improvement with team organization, training, and strategy.
Accountant
Platt Electric Supply
2021.06 - 2022.01
- General ledger analysis and preparation of financials for Platt’s monthly reporting to Rexel USA
- Completed company-wide fixed asset validation to dispose of impaired or depreciated assets.
- Improved financial reporting accuracy through meticulous data analysis and reconciliation efforts.
- Streamlined month-end closing processes, resulting in reduced time spent on financial reporting tasks.
Internal Audit Analyst
BBSI
2021.01 - 2021.06
- Proactively identified existing business process risks to identify gaps and facilitate remediation
- Audited and documented operational and financial internal controls, including SOX and SOC 1 audits.
General Ledger and Fixed Asset Accountant
Eclipse Senior Living
2019.03 - 2021.01
- Applied the fixed asset and capitalization policies while reviewing invoices and CIP proposals
- Enhanced company budget accuracy through thorough analysis of general ledger accounts and identification of discrepancies.
- Streamlined asset management processes by implementing an effective tagging and tracking system for all company assets.
- Administered corporate card travel and expense recognition in SAP Concur
- Created a new process for ESL that correctly stated 40.4% of all expenses dating back to 2018
- Reviewed and analyzed financial statement results and trends using Power BI.
Accounting Clerk
Carson
2018.06 - 2019.03
- Performed monthly GL account reconciliations and booked general journal entries
- Responsible for monthly schedules such as AP/AR accruals, deferred revenue, company card AP clearing, AP aging, amortization, legal, and audit fees
- Additional responsibilities included fuel inventory accounting and fuel-site audits.
Education
Bachelor of Science - Finance
Portland State University
Portland, OR03.2017
Skills
- Management Accounting
- Financial Forecasting
- Preparing Financial Statements
- Financial Modeling
- Internal Control Management
- Budgeting and Forecasting
- Technical Accounting
- Financial Statements
- Financial Analysis & Reporting
- Strategic Planning
- Advanced MS Excel
- Audit
- MS Dynamics GP
- Accounts Payable Management
- Power BI
- General Ledger Maintenance
- Corporate Finance
- Internal Controls Development
- Collections Understanding
Certification
Financial Modeling & Valuation Analyst (FMVA) — Corporate Finance Institute (CFI)
Industries
- Consulting
- Veterinary Healthcare
- Broadcasting
- Wholesale Distribution
- Senior Living
- Fuel
Timeline
Controller (Consultant)
Ledgent Staffing
2023.08 - 2023.12
Accounting Supervisor (Consultant)
NVA
2022.07 - 2023.05
Implementation Consultant
Allen Media Broadcasting
2022.04 - 2022.07
Business Analyst (Consultant)
Rusty Lantern Market
2022.01 - 2023.08
Senior Accountant (Consultant)
M Financial
2022.01 - 2022.04
Accountant
Platt Electric Supply
2021.06 - 2022.01
Internal Audit Analyst
BBSI
2021.01 - 2021.06
General Ledger and Fixed Asset Accountant
Eclipse Senior Living
2019.03 - 2021.01
Accounting Clerk
Carson
2018.06 - 2019.03
Bachelor of Science - Finance
Portland State University