a jones

Personalized wine recommendations, buying advice, and private dinner party assistance.

Church of Champagne is an event and educational business which hosts events centered around the experience and enjoyment of Champagne (from Champagne, France).

Offering a wide array of financial consulting, auditing and financial analyst services for business leaders and personal investors. The goal to help people achieve financial well-being has given her experience in the insurance, investments, financial planning, mergers/acquisitions, and start-up business planning.

As an established and published author with nine books and a popular blog, she also offers ghost writing services, mentorship programs, personal coaching and speaking/seminar instruction on personal stress management and work life balance. Ms. Jones has been a featured guest speaker at multiple international holistic health seminars, local colleges and many private businesses and organizations. A complete list of her published works can be found at Amazon, Barnes & Noble and in local retailers across 12 countries or directly through her website www.MsRaeJones.com

Responsibilities included: Performing audits on 50+ privately held local businesses, performed forensic research to trace funds and identify assets for recovery, conducted forensic analysis of financial data and prepared forensic accounting reports from financial findings for CPA review. Also, providing services in areas such as basic accounting, analysis, and business valuation as well as prepared and filed quarterly tax returns and extensions.

Responsible for creating financial transactions of multiple locations and detailed financial reports for the Owner and Board of Directors. Managed the transition from a C-Corp to S-Corp and filed appropriate paperwork for that transition. Duties also included full charge bookkeeping responsibilities such as: posting information to Quickbooks from source documents, payroll for 60+ employees, and reconciliation for multiple locations and accounts.

Responsibilities included: Full Charge Financial Management. Tracking revenue and expenditures, payroll and reconciliation. Managed the establishment of the employee handbook and assisted in getting the business into compliance with all of the documentation needed to be certified as a ISO 9001:2000 approved business.

Assistant to Executive Director Mary Jubitz and Board of Directors. Managed and oversaw the completion of background checks of all volunteers to SMART program. Coordinated with grant writers and marketing department to increase the visibility of program in the school system.

Job cost accounting and responsible for compiling weekly business cash flow, projections, and profitability by job reports. Managing accounts payable, purchase orders and sub contractor billing. Contract management, risk mitigation and vendor compliance. Responsible for monthly tax reporting, payroll, reconciliation across multiple accounts, and detailed financial reporting to three owners and supervisors of projects. Full payroll and HR duties including quarterly tax filings, health/dental insurance implementation and management, and hiring/firing process and paperwork. Logistics planning for material deliveries across multiple sites.

Responsible for: Quarterly tax reporting, payroll, reconciliation across multiple accounts and detailed financial reporting to the Owner and Operations Manager.

Part-time and on-going event assistance for tasting room manager, including but not limited to: Preparing food, pouring tasting samples, answering questions, cleaning, packing orders, and other assistance as needed.

Job cost accounting while working with Fortune 100 clients. Responsible for compiling bi-monthly business cash flow, projections, and profitability by job reports, as well as weekly 'state of business' reports. Managing Statements of work and ensuring Purchase Orders are open for billing and tracking. Collecting and managing team and sub contractor billing hours for all open projects and POs. Contract management, risk mitigation and vendor compliance.

Responsibilities included: Full Charge (International) Financial Management coordinating financial reports, preparation and financial statements for IRS, 941 and DOR tax reporting. Managed all internal control, compliance and risk assessment and correction, as well as International/Domestic documentation for production and shipping and other executive administrative services, policies, procedures, and duties as assigned.

Responsible for complete Financial Management of the cooperative grocery business. Increasing net revenue by 12% through streamlining production and delivery of product. Managed internal and external compliance, vendor contract negotiation, documentation, budgeting/forecasting, etc Also charged with Co-Interim General Operations Manager duties during management structure change. Overseeing and managing a $500,000 remodel, and overhaul/upgrade to furniture, fixtures and equipment.

Owned and operated a successful seminar program called "Stress Rescue" where courses were taught internationally for businesses, colleges and individuals on work/life balance and stress management. A reference list of satisfied customers, clients and businesses are available.

Oversaw and managed a $1M, 10,000 sq ft remodel project turning an abandoned mortuary into a fully functional community center featuring martial arts, yoga and self-improvement classes. Scheduled multiple rooms and classes and hosted international events with over 400 attendees on a quarterly basis. Also conducted full Financial Management of the business, managing a retail presence negotiating contracts with vendors and tracking ROI. Managing a team of volunteers and tracked time-trade hours as well as the regular financial duties of payroll, taxes and multiple account asset management. Also oversaw marketing department and made strategic decisions in the marketing efforts of this new business. Authored and published a quarterly magazine which was distributed all over the Pacific Northwest with upcoming events and activities, monitored online presence and social networking and hosted a weekly radio show coordinating guests and questions from callers from that location.

Assisted corporate sales team by managing billing and receivables. Established customer relationships and reduced late payment/collection rates from 32% to 12%. Further assisted sales team in tracking vendor product delivery schedules and set clear expectations and accountability based on those established relationships with vendors. Covered duties and responsibilities for Corporate controller while she was on maternity leave and assisted "Excellence Team" and CFO in the acquisition of a Texas plant.

Insurance and investment information resource, assistant to Series 6 & 7 licensed stockbroker, Health insurance lead, compliance lead and client interface lead.

Activities and Societies: Volleyball scholarship