Jerry Schulz, MBA 10198 Salida St, Commerce City, CO 80022

________________________________________________________________
js7a4b64@westpost.net a Home 303-252-4826 a Cell 303-503-2789
Summary of Qualifications
a Regular company data review and reporting to senior management.
a Accomplished in preparing variance analysis with explanations.
a Extensive experience creating and generating internal and external reports.
a Experienced in researching and documenting the entries to be posted to the Gen
eral Ledger.
a Created the annual budget.
a Three years of accounting experience.
a Four years of financial reporting experience.
a Two years of financial analyst experience.
a Advanced Excel skills.
Profile
Detail oriented senior accountant/business analyst with excellent analytical and
problem solving skills. Expertise in preparing and analyzing financial stateme
nts, ledger accounts, and financial reports. Strong background in the financial
services industry with advanced knowledge of Excel and high proficiency in data
base management. Very organized and resourceful with the ability to collect, or
ganize and assimilate large amounts of information.
Experience
TIAA CREF, Denver, CO 2010 to Present
Performance Reporting Analyst II
Automated several items to ensure time efficiency and quality of reports. Acco
mplished numerous analytical and performance reporting projects that significant
ly improved the ability to validate performance data and provide data to other d
epartments.
a Performed in-depth analysis regarding ad hoc requests from various departments
.
a Validated the accuracy of performance data including the net and gross returns
, after tax returns, fiscal year-to-date returns, GIPS Compliance, risk statisti
cs, and SEC yields.
a Worked on problems of diverse scope where analysis of data requires evaluation
of identifiable factors.
a Prepared various performance packages and reporting schedules for clients.
a Created various Crystal reports and queries to pull/organize data from Oracle
database.
Old Mutual Capital, Denver, CO 2006 to 2010
Senior Corporate Accountant & Business Analyst
Accomplished numerous analytical and financial reporting projects in conjunctio
n with the regular duties of corporate accounting. Assumed many responsibilitie
s that were previously completed by the CFO & controller - automated many items
to ensure time efficiency and quality of reports.
a Created ad hoc reports and charts for the CFO, CEO & controller which assisted
with planning future actions and reviewing historical results.
a Automated and assumed responsibility for the monthly reporting package that wa
s sent to the parent company which significantly reduced the hours required to c
omplete the report and improved accuracy.
a Wrote the monthly Executive Summary that was also supplied to the parent compa
ny which was previously completed by the CFO.
a Modified, analyzed and automated the income side of the annual budget which si
gnificantly lowered the time required to repeat this process.
a Completed various corporate accounting duties such as: month-end journal entri
es, reconciling general ledger accounts, preparing intercompany billing and prep
aring monthly allocations.
Regulatory Reporting Senior
Directed reporting team to develop and deliver superior quality reports, within
required timelines, for SEC filings and external reporting. Established procedu
res and managed performance to improve regulatory reporting.
a Supported management team through analysis of potential product offerings.
a Reviewed internal controls and created policies/procedures for SOX compliance.
a Managed and trained team to streamline reporting process.
a Liaison between various internal and external parties - legal, marketing, comp
liance, typesetter, auditors, etc.
a Designed macros, databases & spreadsheets that resulted in a great reduction i
n time spent reviewing and a decrease in the possibility of errors.
Janus Capital Group, Denver, CO 1999 to 2006
Financial Reporting Senior
Directed reporting team to develop and deliver superior quality reports within
required timelines for SEC filings and external reporting. Established procedure
s and managed performance to improve regulatory reporting.
a Designed, completed & analyzed ad hoc reports.
a Streamline the reporting process which saved over 50 hours per month.
a Trained 10 staff to utilize the new reporting process.
a Liaison between various internal and external parties - legal, marketing, comp
liance, typesetter, auditors, etc.
a Designed macros, spreadsheets & databases queries to greatly decrease the time
spent reviewing and also to lower the possibility of errors.
Fund Accountant
Administered the general ledger accounting for three mutual funds. Analyzed exp
enses and set up future accruals. Completed monthly/annual reconciliation of ac
counts and researched exception items.
Education
Metropolitan State College of Denver, Denver, CO Current
Working towards Accounting and Management Information Systems majors
Regis University, Denver, CO 2002
M.B.A., Finance & Accounting
University of Wisconsin - Eau Claire, Eau Claire, WI 1992
M.S., Psychology