Jordan Char

About Jordan Char

I\'m the type of person you bring on board when you want someone that cares about the business and its vision. I\'m not all knowing but I love learning and teaching. I\'m big on passing knowledge and mentoring others. Attitude and perspective is everything but they\'re some of the difficult things you can\'t train someone to have. I live by the \"no job is too small\" and \"first principles\" thinking. I approach my work with the humility knowledge and learning deserves to achieve excellence. My philosophy is to seek knowledge by asking deep, well-researched questions.\"To be conscious that you are ignorant is a great step to knowledge.\"- Benjamin DisraeliMy decade of work experience spread across multiple industries and a well-exercised Bachelor\'s Degree in Accounting offer a unique, experienced, but fresh perspective in leading accounting practices in accordance with SOX and GAAP. I offer excellent problem solving skills in the form of a self-driven, resourceful, and inquisitive team member and mentor.If you think our values align and I have something to offer to your company, please reach out to me on LinkedIn!

Experience

1. Senior Accountant

   Omega Accounting Solutions

   Mar 2024 — Present

   Highly skilled in deconstructing processes and redesigning workflows around reporting to achieve an ~80% increase in productivity and efficiency allowing for expedited and accurate reporting.• Performed year-over-year (YoY) and month-over-month (MoM) trend analytics on P&L and balance sheet accounts to identify financial trends and support strategic planning.• Prepared monthly Loan Balance reports, Liquidity Certificate reports, Interim Financial Statements, and Referral Partner packages for accurate financial reporting and compliance.• Developed custom reports to summarize, categorize, and compare actual financial data, enabling senior management to make informed business decisions.• Led weekly budgets and daily/weekly cash flow operations, check cutting/deposits, outstanding tracking, and ACH returns recognition in QBO.• Managed client loan payoff calculations, third-party payment technology reconciliations, bank downloads, check deposits, and weekly AP reports/processing.• Maintained QBO templates, sites, customer reviews/fixes, product/service/GL account/class creation, and performed bank transaction postings, bill entering, and invoice/bill payment postings daily.• Managed accounting/admin emails, file management, retainer refunds/doc management, and OFS Liquid Logics updates weekly/monthly for efficient operations.• Identified, reassigned, and reviewed tasks/departments annually/monthly to streamline workflows and enhance team productivity.• Provided weekly training on new projects and managed sales commissions statements.

Education

• California State University-Long Beach - College of Business

  Bachelor of Science - BS, Accounting

  2013 — 2018

Skills

• Problem Solving
• Resourceful in the Completion of Projects
• Time Management
• Organizational Effectiveness
• Computer Proficiency