The Resume Of:

William A. Jacobson, CPA

2810 Bald Mountain Road, Lake Aleeda
Bear Creek Township, PA 18702-9610
Phone:(570) 824-5588 Cell:(570) 709-0887 E-mail wajcpa1@gmail.com
Position Desired: Accounting/Financial/Analytical
Professional Accomplishments:
Efficient Re-organization & Restructure of Financial Operations.
Intimate understanding of all financial operations necessary to achieve
corporate objectives.
Utilized Options Market to cover commodity exposure while generating
substantial revenues.
Recovery of tens of thousands of dollars through initiation of aggressive credit
policy.
Summary:
Certified Public Accountant with significant corporate experience as Controller and Financial
Analyst.
Areas of responsibility include accounting, banking, finance, insurance, investments,
quantitative & statistical analysis, budgeting & forecasting as well as pension plan
administration and human resources.
Re-organization & restructure of Financial Operations to coincide with corporate objectives.
Directed and Managed financial operations while focusing on efficiency & productivity.
Managed commodity exposure within energy industry utilizing options & forward contracts.
Recovered significant revenues through aggressive credit policies.
Consolidated Financial Statement preparation & analysis.
Periodic forecast & budget preparation consisting of consolidated full potential plans & rolling
forecast.
Executive Presentations for monthly Operational Reviews.
Affiliate management & liaison.
Mainframe global software including proprietary & PC software installation & management.
GAAP & IFRS Compliance.
Corporation Taxes.
Part time employment with CPA, Angelo Dalla Verde performing various audit functions &
analytical reviews.
Skills:
Knowledge of Federal & State law (various areas).
Analysis of weekly reports and monthly financial statements.
Budget preparation, forecast, and analysis including roll forward adjustments.
Microsoft Word, Excel and Power Point.
Maintain UNIX and Windows based IT systems along with other globally accepted software.
Cash management & Exchange rate application.
Oversee PC hardware & software installation and upgrades.
Federal, State & Local Regulation and compliance.
Financial Statement Presentation in a variety of reporting configurations.
Various tax preparation.

Education & Certifications:

Wilkes College, Wilkes-Barre, PA; MBA: Major (Finance)
Kings College, Wilkes-Barre, PA; B.S: Major (Accounting)
Certified Public Accountant, September 7, 2001, Pennsylvania License Number: CA042969
Experience:
Self Employed:
Various contract assignments, tax preparation & other financial services.
Present
These Include:
Harper Collins Publishing: Replaced senior tax accountant for 6 months while she was on
medical leave.
Musto Tax Service: Prepared Income Taxes on a contract basis for client.
Smiths Aerospace Components, Mountaintop, PA
2005
2006
Financial Analyst: (Position reported directly to the Vice President of Finance)
Professional Accomplishments:
Provided Timely & Accurate Presentation of Financial Data for Affiliate Companies
across the Globe.
Prepared following for senior management according to IFRS, (International Financial Reporting
Standards).
Consolidation & analysis of weekly reports & monthly financial statements.
Consolidation of monthly estimated & actual variance summaries.
Operational Review Summary Data for monthly review meetings.
Consolidation of monthly performance summaries.
Periodic forecast & budget preparation consisting of consolidated full potential plans & rolling
quarterly forecasts.
Correspondence with subsidiary company controllers to communicate & establish corporate
requirements.
Input & Validation of corporate headquarters performance data into Hyperion & MPC software.
Extracted data from remote sites & respective software for input into excel format.
Other communications & tasks at the corporate level as required.
Ace Robbins, Inc. Tunkhannock, PA
1992
2005
Controller: (Position reported directly to President.)
Professional Accomplishments:
Efficient Re-organization & Restructure of Financial Operations.
Intimate understanding of all financial operations necessary to achieve corporate
objectives.
Utilized Options Market to cover commodity exposure while generating substantial
revenues.
Recovery of tens of thousands of dollars through initiation of aggressive credit policy.
Managed the financial operations of the company & Formulated standards for an automated
environment.
Administered general accounting practices & controls while directing supporting staff to
achieve desired results.
Risk management of cash, commodities & price program protection via options market.

 Cash Management including Borrowing and Financial Projections.

Financial Statement Presentation in a variety of reporting configurations along with various tax
preparations.
Insurance Administration for all General Liability, Workers Compensation & Healthcare plans.
Liaison with carriers, TPAs, actuaries and federal & state regulatory agencies.
Maintain UNIX & Windows based IT systems. Oversee PC hardware & software installation and
upgrades.
Federal, State & Local Regulation. Prepared various statistical data & census reports.
Pension Plan Administrator for defined contribution plan including Census Compliance &
Electronic Remittance.
Employee/Public Relations Communications. Interview & Recruiting of new employees.
Acquisitions and Special Projects.
King Fifth Wheel, Mountaintop, PA
1988
1990
Accountant:
(Position reported directly to VP Finance)
Generated consolidated financial statements for six affiliate companies with annual sales of
$100 million.
Produced various performance summaries, prepared consolidated budgets & rolling forecasts.
Established corporate financial reporting requirements/internal control procedures for affiliate
companies.
Prepared other financial reports for review by management and the board of directors.
Modem transmission of various financial data to overseas parent. Compliance issues for UK
stock trades.
Federal & State withholding reports for affiliates. Employed analytical skills as required.
Responsible for various financial functions at corporate level & cash management of foreign
bank accounts.
Insurance allocation, capital expenditures, inventory reduction with supporting graphs for
presentation.
Utilization of an ULTIMATE 3030 main frame On-Line operating system.
Ahnert Enterprises, Bushkill, PA
88
Mid Monroe Land Development Project

1987 19

Controller:

Established accounting procedures & controls for company with gross revenues of $315 million
over project life.
Prepared projected statements of cash flows, income statement & balance sheet.
Synchronized efforts of related departments & coordinated the development of reporting
departments.
Maintained budgets, prepared formal financial statements, created and maintained debt &
amortization schedules.
Secured state and local licensing agreements.
Obtained Letters of Credit as required.
Bridon American Corporation, Wilkes-Barre, PA
1987

Manager General Accounting:

1980

Formulated and Administered general accounting practices & controls for corporation with
gross sales of $50 million.
Managed $45 million in assets including related amortization schedules.

 Directed staff of 6 professional and clerical employees while controlling input and processing
for automated system.
Communicated and coordinated data processing requirements of the accounting system.
Prepared financial statements along with federal, state and local returns.
Managed cash flow and related controls for borrowing, investments, forward contracts and
foreign exchange.
Administrator for Defined Benefit Pension & Savings Plans for 600 employees.
Interpreted and communicated plan language to participants.
Standard cost development , inventory valuation at FIFO & LIFO, book and tax depreciation.
Coordinate, direct and assist in the preparation of audit work papers during annual audit.
Facilitate communications between employees and independent audit staff.
Consultant for affiliate company (Ashlow Corporation of Reading, PA).
Traveled to 15 different states and Canada on special assignment.