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Jason Smith, CPA, is a seasoned financial professional with over 20 years of experience in accounting, financial analysis, and leadership. He has held various positions, including Controller, Director of Finance and Accounting, and Chief Financial Officer, and has worked with multiple industries, including publishing, real estate, and energy. He is a Certified Public Accountant (CPA) and holds a Bachelor of Science degree in Accounting from Oral Roberts University.

Credentials

  • Certified Public Accountant
    Oklahoma Accountancy Board

Experience

  • Stephens Media Group
    • Tulsa, Oklahoma, United States
    • Controller
      • Mar 2023 - Present
      • Tulsa, Oklahoma, United States

  • CAP Tulsa
    • Tulsa, Oklahoma Area
    • Director Of Finance And Accounting
      • May 2019 - Mar 2023
      • Tulsa, Oklahoma Area

  • Guaranteed Rate
    • Tulsa, Oklahoma Area
    • Loan Officer
      • Aug 2018 - May 2019
      • Tulsa, Oklahoma Area

      Assisting individuals with finding the right home mortgage for their needs. Contact me to get prequalified.

    • Chief Financial Officer
      • Feb 2008 - Aug 2018
      • Tulsa, OK

      • Responsible for all accounting related activities for an air ambulance and aircraft charter business.• Successfully separated the accounting records of four related but separate companies.• Accomplished significant time reduction in monthly close process resulting in better decision making.• Analyzed various aspects of businesses and communicated results to owner and lending institutions.• Worked with other departments to analyze responsibilities and work flow and improve communication.• Instrumental in successfully completing a 52% sale of the company to an out of state Indian tribe.• Managed the process that lead to a first time audit of the newly formed company after the sale.• Assisted in selling Aero Med, LLC to a competitor in April 2015.

    • Controller / Chief Financial Officer
      • Aug 2005 - Dec 2007
      • Tulsa, OK

      • Responsible for all accounting related activities for a real estate investment/management company.• Supervised Controller and a staff of 12 as member of executive management team.• Directed conversion from cash basis to accrual basis accounting. • Prepared reports and communicated results to senior management and owners.• Interacted with investors and lenders as organization’s portfolio of multi-million dollar properties grew from11 to 30 and investment funds grew from $25 million to over $75 million in less than a year. • Instrumental in maintaining operations during periods of cash flow challenges.• Developed and implemented accounting policies and recruited and trained accounting staff.• Maintained relationship with and coordinated the preparation of 50+ annual tax returns with accounting firms.

    • Director of Finance
      • Jul 2004 - Jun 2005
      • Tulsa, OK

      • Managed all accounting related activities for new start up business model for a multi-million dollar organization.• Directed conversion from cash basis to accrual basis accounting. • Developed banking relationships to establish accounts and substantiate company history to secure financing.• Prepared monthly budgets and forecasts; reported results to senior management on a monthly basis.• Implemented statistical analysis to measure departmental results and prepared cash flow analysis.

    • Various Positions within company
      • Aug 1992 - Jun 2004
      • Tulsa, OK

      Director of Finance/ Chief Financial OfficerFeb. 2002 - June 2004 * 2 yrs 5 mons• Responsible for all financial operations including the accounting, finance, credit, collections and payroll departments for a group of book publishing companies.• As member of core management team, worked closely with the President and leadership team to determine and implement business strategies and to achieve corporate goals.• Responsible for the coordination of the operating budgets of all ECI companies.• Interacted with outside investors, bankers, and lawyers during the sale of two wholly owned companies.• Instrumental in developing a plan to maintain operations during a period of severe cash flow challenges.• Reviewed monthly financial statements and performed both financial and operational analytical reviews.Senior Financial Analyst July 1998 - Feb. 2002 * 3 yrs 7 mons• Responsible for analyzing sales, cost of sales, expenses and of operations of Honor Books, Inc.• Analyzed and reviewed month-end financial statements for the corporate departments and seven sales divisions. • Responsible for coordinating and preparing annual operating budget for Honor Books and two other companies. • Promoted to Senior Financial Analyst for all seven of the ECI companies in May 2000.• Responsible for the coordination and implementation of the budgets of all ECI companies.• Worked closely with the CFO, COO, Director of Sales and the publishers on various aspects of their businesses.Accounting ManagerAugust 1992 to July 1998 * 5 yrs 11 mons• Hired as an accountant, promoted after seven months to Accounting Manager.• Supervised, trained, and evaluated accounting department staff of eight.• Responsible for managing the accounting functions for eight companies. • Promoted in July 1998 to the position of Financial Analyst for a wholly owned subsidiary, Honor Books, Inc.

    • Business Analyst
      • Oct 1989 - Aug 1992
      • Tulsa, OK

      performed calculations and recorded natural gas revenue

  • Ernst & Young
    • Tulsa, OK
    • Senior Accoutant
      • Jul 1987 - Oct 1989
      • Tulsa, OK

      responsible for the planning and daily operations of audit engagementsperformed audit engagements for various businesses including Phillips Petroleum and The Williams Companies

Education

  • 1983 - 1987
    Oral Roberts University
    Bachelor of Science (B.S.), Accounting

Suggested Services

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Industry Focus. “Accounting and Auditing”

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