Pura Jackson
Sicklerville,NJ
Summary
Skilled financial leader as a Treasurer that successfully oversees and maintains a $3 million budget and $2.7 million surplus accounts for a labor union organization. Over 12 years of non-profit experience, knowledgeable about accounting practices, principles and requirements.
Overview
13
13
years of professional experience
Work History
Treasurer
CWA Local 1040
TRENTON, NJ
01.2011 - Current
- Perform all duties as required b the CWA Constitution and Local Bylaws.
- Receive, process and pay invoices of all bills.
- Process payroll, file and pay Federal 941 payments bi-weekly using Quickbooks.
- Pay other monthly payroll liabilities such as AFLAC, garnishments and voluntary employee deductions.
- Prepare annual employee W2s, W-3, 1099, 1096 and process employees W4 & I9 forms using Quickbooks.
- Assist CPA with the annual federal reporting requirement for non-profit company with LM2 and 990 filings.
- Prepare and file Unemployment Compensation Form 940 via online website.
- Prepare and file Quarterly NJ State Forms 927, Wr-30, & W-3 using Quickbooks and/or online website.
- Prepare and file monthly PA-W3 filings using Quickbooks and/or online website.
- Arrange and assist with information during annual audit.
- Receive, process and pay member and staff reimbursements.
- Prepare annual budget with budget Committee.
- Receive and record deposits of membership dues and other income such as donations and reimbursement due the company from employee, members and refund checks from vendors.
- Review AMEX and gas credit cards transactions for accuracy, receipts submitted and payment of bills.
- Work with insurance agency to obtain the best insurance rates for company coverage including bond, auto, liability, umbrella and cyber.
- Developed and implemented policies to ensure responsible fiscal management.
- Disburse quarterly capita to branch facilities and monitor expenditure of funds on 36 bank accounts.
- Reconcile and maintain 43 company bank accounts including operating and payroll accounts via Quickbooks.
- Report bi-monthly the financial status of the company to the Executive Board.
- Enroll new employees in health, dental, life insurance and pension benefits. Maintain employee benefits records.
- Prepare and impose car usage benefit tax to employees assigned company vehicles.
- Meet and negotiate new and renewal contract with vendors.
- Handle the posting of Labor Law requirements for employees awarness.
Education
Master of Science - Public Administration
Wilmington University
New Castle, DE05.2011
BBA - Accounting
Temple University
Philadelphia, PA05.2006
Skills
- Non-Profit Accounting
- Supervision & Leadership
- Regulatory Adherence
- Organizational and record-keeping
- Quickbooks
- Verbal and visual financial reporting
- Time management and prioritization
- Excel Proficiency
Affiliations
- Member, Temple University Alumni Association
- Member, Wilmington University Alumni Association
- Member, Coalition of Black Trade Unionist
- Member, CWA Minority Caucus
Additional Information
- Owner of ADC Tax Services, est. 2013
- Pursuing CPA license, anticipation 2025
- Register IRS Tax Preparer (2012)
- Reference: Kemetic Behavioral Health, Jenae Moore, CEO, jenae@kemeticsvs.com
- Reference: Shelley Morris, ADC client, shelleymorris43@yahoo.com
- Reference: Anthony Pontarelli, CPA, ampcpa@msn.com
Timeline
Treasurer
CWA Local 1040
01.2011 - Current
Master of Science - Public Administration
Wilmington University
BBA - Accounting
Temple University
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