Jacob Barrett
Staff Accountant at Opportunity Communities, LLC- Claim this Profile
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Topline Score
Bio
Credentials
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PADI Advanced Open Water SCUBA Certification
PADINov, 2022- Sep, 2024 -
SDI Open Water SCUBA Certification
SDIMar, 2013- Sep, 2024 -
Basic Life Support (First Aid, CPR and AED)
American Heart Association | American Stroke AssociationNov, 2016- Sep, 2024
Experience
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Opportunity Communities, LLC
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United States
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Housing and Community Development
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1 - 100 Employee
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Staff Accountant
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Jan 2022 - Present
Sage Intacct Administrator Role - • Project lead for financial data merge with acquired company - Mapped the chart of accounts and other unique dimension fields from the target to the legacy accounting system - Organized a series of training meetings for the incoming Intacct users - Used excel template uploads to transfer live AP and AR across systems• Companywide support for Sage Intacct system - Created custom reports and custom views to assist accounting staff with day-to-day operations - Updated and oversaw Intacct user permissions, invoice approval flows and other compliance processes - Uploaded quarterly payroll data across HR Insperity platformStaff Accountant Role - • Headed cash reconciliation process, working with bank recs and real estate requisitions to track cash levels and project spending• Oversaw the accounts payable process for a real estate development portfolio, including the delegation of responsibilities to an intern position• Assisted in the audit process for a non-profit, multi-entity community development corporation• Booked journal entries, year-end accruals and audit adjustments• Completed ad-hoc non-profit real estate accounting projects
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Junior Staff Accountant
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Jul 2020 - Dec 2021
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WinnCompanies
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United States
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Real Estate
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700 & Above Employee
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Real Estate Development Accountant Co-op
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Jan 2019 - Jun 2020
• Worked with multi-entity Yardi accounting system, brief introduction to RealPage • Organized a portfolio of real estate development sites, including budget tracking and forecasting • Booked journal entries and reconciled bank statements for development portfolio accounts • Maintained timely wire, ACH and check payments for the development portfolio accounts payable • Completed ad-hoc affordable housing and tax credit projects • Worked with multi-entity Yardi accounting system, brief introduction to RealPage • Organized a portfolio of real estate development sites, including budget tracking and forecasting • Booked journal entries and reconciled bank statements for development portfolio accounts • Maintained timely wire, ACH and check payments for the development portfolio accounts payable • Completed ad-hoc affordable housing and tax credit projects
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OnCampus Advertising
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United States
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Advertising Services
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1 - 100 Employee
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Sales/Media Intern
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Jan 2018 - Dec 2018
• Recruited student brand ambassadors to promote products using a variety of social media platforms • Created proposals for prospective clients looking to reach college students • Organized advertisement campaigns with universities and student newspapers and websites • Supplied research support to the media and sales teams • Recruited student brand ambassadors to promote products using a variety of social media platforms • Created proposals for prospective clients looking to reach college students • Organized advertisement campaigns with universities and student newspapers and websites • Supplied research support to the media and sales teams
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EF Educational Tours
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United States
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Travel Arrangements
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700 & Above Employee
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Finance/Accounting Intern
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Jan 2017 - Jun 2017
• Constructed and verified journal entries through the bank reconciliation process • Processed expense reports, customer refunds and other accounts payable • Transitioned Denver and Boston office expense report systems from manual paper reports to Expensify to better automate and track expense reporting for traveling employees • Conducted internal audit that included the tracking of payments through multiple electronic financial systems and banks • Constructed and verified journal entries through the bank reconciliation process • Processed expense reports, customer refunds and other accounts payable • Transitioned Denver and Boston office expense report systems from manual paper reports to Expensify to better automate and track expense reporting for traveling employees • Conducted internal audit that included the tracking of payments through multiple electronic financial systems and banks
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Education
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Northeastern University
Mathematics and Business Administration -
Universitat Autònoma de Barcelona
Cultural Immersion and Study Abroad Semester