Julie Jonker
Broomfield,CO
Summary
Detail oriented financial professional adept in financial reporting, project management and operations management, with strong emphasis in the monthly accounting cycle and the monthly close process, A strong desire to work in a team environment while remaining focused on individual projects and deadlines. A proven leader in mentoring and training staff. Good mathematical, communication and problem-solving abilities.
Overview
16
16
years of professional experience
Work History
Accounting Manager
Alchemer, LLC
08.2022 - Current
- Improved overall financial reporting by streamlining control processes and reporting structures.
- Analyzed and reported on financial data to support business decisions.
- Led integration of acquisition company into QBO
- Implemented new consolidated reporting for both companies
- Work closely with R&D department to ensure proper capitalization of Engineering projects
Senior Accountant
Stage Services
10.2021 - 08.2022
- Perform month, quarter, and year-end accounting closes including all journal entries, account reconciliations, intercompany accounting balancing, proper GAAP application and other necessary tasks to ensure solid financial reporting
- Prepare and manage budgets and forecasts and monitor and report on performance against these benchmarks Update forecasts to have forward-looking view of cash position six months out
- Complete all monthly balance sheet reconciliations
- Ensure proper capitalization of R&D projects
- Ran first time audit for portfolio company in preparation of them being taken to market
- Onboard new portfolio companies including setup on QBO, cash management, budgets, purchase accounting, AP & AR, reporting and all other necessary tasks
Assistant Controller
KPA Services
10.2017 - 09.2021
- Finance Employee of the Year - 2019
- Responsible for Accounting representation in multi-department team for implementation of NetSuite.
- Oversee the Contracts/Billing, Collections and AP Departments
- Provide hands on analysis, reconciliation of accounts, data management, and contract compliance and reporting
- Review, approve and process write-offs, adjustments and refunds
- Plan, coordinate and execute month-end processes including capitalization of R&D projects, balance sheet reconciliations and accurate coding of expenses.
- Complete monthly financial reporting package while resolving variances and determining trends by department
- Work closely with internal business owners and FP&A department in order to ensure proper accounting for various transactions and vendors
- Prepare and/or oversee reconciliations of balance sheet accounts
- Direct practices and procedures of accounting group
- Assist in the formulation of internal controls and policies
- Facilitate annual audit
- Introduced internal controls to monitor critical areas of financial control and devised [Type] corrective actions to address risks or deficiencies.
- Oversaw accounts payable and receivable operations forSaaS business.
Accounting Manager/Analyst
Senvion USA, Inc, REpower USA, Inc
05.2010 - 10.2017
- North America – O&M
- Responsible for financial reporting within the North American Operations and Maintenance (O&M) team
- Prepare, analyze and present consolidated North American financial statements in addition to preparation of subsidiary and site based financial information across North America
- Drive forecasting, budget, financial planning/modeling and metrics reporting for North American O&M group
- Partner with other North American accounting/finance departments to ensure overall accurate reporting to parent company in Germany
- Creation of purchase requisitions, accounts payable approval and processing, accounts receivable collections and monitoring
- Create, document and implement standard operating procedures in accordance with North American and Global standards
- Work with and provide advice to Executive Management team in the strategic planning process with analysis of existing, new and proposed business operations
- Member of North American O&M Management team
- Primary liaison between Executive Management and Site Management to ensure communication, training and execution of processes and procedures for optimal efficiency.
Lead Accountant
Gambro Renal Products
05.2007 - 05.2010
- Responsible for examination, analysis, and interpretation of accounting systems, records and reports
- Train and mentor staff on processes procedures related to IFRS accounting and reporting
- Balance Sheet reconciliations include Cash, Fixed Assets and Inventory
- Monthly analysis of Actual to Budget, Gross Margin, Sales, COGS, Direct Sales Costs, Warranty Costs, Standard Cost Variance, SG&A Expenses
- Monthly preparation of Balance Sheet, P&L and Cash Flow
- Point of contact for annual audit
- Involved in forecasting, budgeting and trending
- Responsible for all monthly internal reporting
- Identify, recommend, and implement means to continuously improve the accuracy, efficiency and quality of department systems and processes
- Member of SAP implementation team.
Education
M.S - Accounting
Regis University
B.S - Business Administration
University of Colorado
Certificate of Project Management -
Colorado State University
Skills
- Advanced skills in Microsoft Office Suite
- ERP experience with NetSuite, SAP, Sage Inacct, QuickBooks Online, MAS 90, MAS 200, BPCS
- Experience with supporting software including Tipalti, Billcom, Expensify, SalesForce
- General Ledger Accounting
- Accounts Payable and Receivable Auditing
- Monthly Reconciliations
- Coaching and mentoring teammates
Timeline
Accounting Manager
Alchemer, LLC
08.2022 - Current
Senior Accountant
Stage Services
10.2021 - 08.2022
Assistant Controller
KPA Services
10.2017 - 09.2021
Accounting Manager/Analyst
Senvion USA, Inc, REpower USA, Inc
05.2010 - 10.2017
Lead Accountant
Gambro Renal Products
05.2007 - 05.2010
M.S - Accounting
Regis University
B.S - Business Administration
University of Colorado
Certificate of Project Management -
Colorado State University
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