Nick Jarrett, CPA
Hixson,TN
Summary
Highly motivated finance professional with experience in forecasting, budgeting, financial reporting, accounting, and auditing. I excel at diving into complex financial data, identifying trends, and presenting an easy to understand narrative of the financials. Proven ability to collaborate across the organization, communicate effectively, and deliver accurate financial information that informs strategic decision-making. Seeking a new challenge within the finance team where I can utilize my experience and skills to benefit BCBST.
Overview
9
9
years of professional experience
4
4
years of post-secondary education
1
1
Certification
Work History
Manager, Strategic Planning
BlueCross BlueShield of Tennessee
09.2022 - Current
- Led a team responsible for the financial vetting of capital project requests presented to the Corporate Planning Oversight Committee (CPOC)
- Preparation of the three-year plan and annual plan board presentations.
- Analyzed and explained variances by understanding key performance drivers and adjusted forecasts based on new information.
- Coordinated with finance teams and project owners to develop budgets that aligned with strategic priorities while maximizing available resources efficiently.
- Cross-trained team members to maximize team agility and performance.
Sr. Financial Analyst
BlueCross BlueShield of Tennessee
12.2020 - 09.2022
- Specialized in BCBST accounting and reporting
- Ensured regulatory compliance with GAAP and SSAP standards by staying current on updates and integrating changes into accounting practices as needed.
- Assisted in internal and external audits by preparing necessary documentation and responding to auditor inquiries.
- Analyzed financial statement discrepancies, identifying issues, and recommending corrective actions to prevent future occurrences.
- Trained new employees on accounting principles and company procedures.
- Established strong working relationships with stakeholders across various departments to foster collaboration on finance projects.
Financial Analyst
BlueCross BlueShield of Tennessee
03.2018 - 12.2020
- Specialized in subsidiary and foundation accounting and reporting
- Led successful provider receivable cleanup initiative, resulting in improved financial accuracy and streamlined processes.
- Reduced month-end closing time by implementing efficient reconciliation and journal entry procedures.
- Assisted in the successful accounting transition during the sale of Onlife.
External Auditor
Mauldin & Jenkins, LLC
01.2015 - 03.2018
- Provided audit and consulting services for financial institutions, governmental entities, non-profits and manufacturing companies
- Conducted thorough reviews of financial statements, ensuring compliance with GAAP and other regulatory requirements.
- Conducted asset quality reviews to ensure clients maintained adequate reserves.
- Improved financial reporting accuracy by identifying and addressing internal control deficiencies.
- Built strong relationships with clients, fostering trust and open communication to facilitate accurate audits.
- Tax preparation for small business owners, self-employed individuals, and corporations.
Education
Bachelor of Science - Accounting
The University of Tennessee - Chattanooga
09.2010 - 12.2014
Skills
Financial Modeling
Financial Reporting
GAAP and statutory reporting
Business Forecasting
Budgetary Planning
Financial statement analysis
Capital Structure Optimization
Auditing
MS Office Suite
TM1
Customer Focused
Continuous learning mindset
Certification
CPA, Active, Tennessee
Timeline
Manager, Strategic Planning
BlueCross BlueShield of Tennessee
09.2022 - Current
Sr. Financial Analyst
BlueCross BlueShield of Tennessee
12.2020 - 09.2022
Financial Analyst
BlueCross BlueShield of Tennessee
03.2018 - 12.2020
External Auditor
Mauldin & Jenkins, LLC
01.2015 - 03.2018
Bachelor of Science - Accounting
The University of Tennessee - Chattanooga
09.2010 - 12.2014