Chris Jacobs, CPA, CMA, MBA
Controller at United Methodist Foundation of Indiana- Claim this Profile
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Topline Score
Bio
Ruth Parker
Working with Chris has been a breath of fresh air. He is both timely and detailed in all of his tasks. I appreciate that Chris pushes himself to learn new things, is proactive, and how quickly he is able to learn. He is always professional when dealing with staff and customers. His knowledge and understanding of finance has been invaluable.
Jessica Bruot
Chris was a great help while I worked at the Foundation, he was quick to pick up on things as he was learning and was someone I could rely on to do his work timely and accurately. His attention to detail was critical to his success in his role and he performed his job efficiently so that he was able to assist others as he had the capacity.
Ruth Parker
Working with Chris has been a breath of fresh air. He is both timely and detailed in all of his tasks. I appreciate that Chris pushes himself to learn new things, is proactive, and how quickly he is able to learn. He is always professional when dealing with staff and customers. His knowledge and understanding of finance has been invaluable.
Jessica Bruot
Chris was a great help while I worked at the Foundation, he was quick to pick up on things as he was learning and was someone I could rely on to do his work timely and accurately. His attention to detail was critical to his success in his role and he performed his job efficiently so that he was able to assist others as he had the capacity.
Ruth Parker
Working with Chris has been a breath of fresh air. He is both timely and detailed in all of his tasks. I appreciate that Chris pushes himself to learn new things, is proactive, and how quickly he is able to learn. He is always professional when dealing with staff and customers. His knowledge and understanding of finance has been invaluable.
Jessica Bruot
Chris was a great help while I worked at the Foundation, he was quick to pick up on things as he was learning and was someone I could rely on to do his work timely and accurately. His attention to detail was critical to his success in his role and he performed his job efficiently so that he was able to assist others as he had the capacity.
Ruth Parker
Working with Chris has been a breath of fresh air. He is both timely and detailed in all of his tasks. I appreciate that Chris pushes himself to learn new things, is proactive, and how quickly he is able to learn. He is always professional when dealing with staff and customers. His knowledge and understanding of finance has been invaluable.
Jessica Bruot
Chris was a great help while I worked at the Foundation, he was quick to pick up on things as he was learning and was someone I could rely on to do his work timely and accurately. His attention to detail was critical to his success in his role and he performed his job efficiently so that he was able to assist others as he had the capacity.
Credentials
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Certified Public Accountant (CPA)
-Sep, 2018- Nov, 2024 -
Certified in Strategy and Competitive Analysis (CSCA)
CSCA® (Certified in Strategy and Competitive Analysis)May, 2018- Nov, 2024 -
Certified Management Accountant
Certified Management Accountant: CMA®Jul, 2015- Nov, 2024
Experience
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United Methodist Foundation of Indiana
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United States
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Non-profit Organization Management
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1 - 100 Employee
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Controller
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Sep 2014 - Present
- Responsible for all aspects of financing reporting including monthly financial statements, annual audited financial statements, and the annual Form 990.- Lead the monthly close process including the preparation of bank, investment, and general ledger reconciliations.- Present financial reports and analysis at quarterly finance committee and board meetings.- Responsible for the design and implementation of internal controls.- Lead the annual budgeting process.- Process payroll and maintain employee payroll records and information.- Supervise two employees. Show less
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Operations Officer
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Jul 2011 - Sep 2014
- Processed and monitored for compliance all transactions in the $30,000,000+ portfolio of deposit products held by our customers- Processed loan payments and monitored past due accounts in our $26,000,000+ portfolio of loans- Assisted with preparation of Offering Circular for our 2012, 2013, & 2014 annual filing of securities- Prepared and analyzed financial, operational, regulatory, and risk reports for management- Provided excellent customer service to our 700+ current and prospective depositors- Performed daily general ledger reconciliations between accounting/sub-accounting software Show less
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Tingian Ventures
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Bloomington, Indiana Area
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Social Media Intern
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Jun 2010 - Oct 2010
- Expanded the company's Twitter following by over 3000% - Shared relevant articles and tips with potential customers through the company's Twitter account - Wrote weekly posts on the company's blog that focused on social media marketing strategies - Expanded the company's Twitter following by over 3000% - Shared relevant articles and tips with potential customers through the company's Twitter account - Wrote weekly posts on the company's blog that focused on social media marketing strategies
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Works Cited, LLC
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United States
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Retail
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1 - 100 Employee
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Finance & Marketing Intern
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Apr 2010 - Aug 2010
- Analyzed a proposed merger with the company's largest vendor - Assisted with development of the company's first marketing plan - Assisted with initial setup and merchandise pricing for opening of the company's retail location - Analyzed a proposed merger with the company's largest vendor - Assisted with development of the company's first marketing plan - Assisted with initial setup and merchandise pricing for opening of the company's retail location
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Education
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2011 - 2012
Taylor University
Master of Business Administration (MBA) -
2007 - 2010
Taylor University
Bachelor of Science (B.S.), Finance
Community
