1. JASON THOMAS, BS,MS CPA ELIGIBLE
Jthomast@gmail.com Montclaire, New Jersey (646) 263-4031
Some people dream of success…while otherswake upandwork hardat it. ~AuthorUnknown
SUMMARY
A results oriented accountable corporate and government Accountant with 5+ years of experience in
America’s largest bankinginstitutions. Managingprojectsin challenging environments, acting as an innovative
problem solver; able to see the complex business and technical sides of issues and foresee potential
bottlenecks in advance. Proven and demonstrated leadership, negotiating, decision making and
conflict/resolution abilities. Pristine communication, clear and concise, and exceptional interpersonal skills.
Areas of specialty include: general ledger (GL), journal entries, cash flow management, account
reconciliations, budgeting/monthly forecasting, variance analysis, GAAP, and accounts payable/receivable
(AP/AR).
EDUCATION
Long Island University, Brooklyn, NY
Mastersof Science in Accountancy, Dec. 2011
Oklahoma City Community College, OKC, Ok
Associate of Science in Business, May. 2002
The University of Central Oklahoma, Edmond, OK
Bachelors of Science in Finance, Dec. 2004
TECHNICAL SKILLS
QuickBooks, PeopleSoft, SAP, Peachtree, Great Plains, MS Office Suites (Word, Outlook, WordPerfect, Access,
PowerPoint),
Excel (v-lookups, macros, pivot tables)
Additional coursestaken:Anatomy, Physiology, Microbiology, Chemistry, Nutrition, GeneralPsychology,
DevelopmentalPsychology, Medicalterminology, CPRandCNA certification.
LANGUAGES
English (Native), Hebrew (Professional Proficiency), Italian (Elementary Proficiency)
PROFESSIONAL AFFILIATIONS & PHILANTHROPY
 NationalAssociationof Certified public Accountants
 American Instituteof Certified PublicAccountants
 Medical Records Technician, Departmentof Veterans Affairs, OklahomaCity
 Member of Central Jewish Synagogue, NewYork City, New York
 Member of American Jewish Committee
 Hobby – Visiting Tele Aviv Israel & SouthFlorida
https://www.linkedin.com/pub/jason-thomas/6/a07/339
EXPERIENCE
OklahomaTaxCommission Govt,ComplianceGrossProduction,OklahomaCity,OK July2015- present
Tax Auditor–Oil andGas
 Ensurescompliancewithestablishedinternalcontrol proceduresbyexaminingrecords,reports,
operatingpractices,anddocumentation.
 Verifiesassetsandliabilitiesbycomparingitemstodocumentation.
 Completesauditworkpapersbydocumentingaudittestsandfindings.
 Appraisesadequacyof internalcontrolsystemsbycompletingauditquestionnaires.
 Maintainsinternalcontrolsystemsbyupdatingauditprogramsandquestionnaires;recommendingnew
policiesandprocedures.
Medical StaffingNetwork,IntegrisBaptistMedical Center,OklahomaCity,OK September2014- June 2015

2. PersonalCareProviderFloatPool
 Coordinatepatientcare throughcollaborationwiththe patient/familyandhealthcareteam.
 Reportsignificantchangesinthe patient’sconditiontoalicensednurse.
 Documentthe care and observationinthe appropriate clientandrecordduringthe shift.
 Reportstolicensednursepertinentpatientobservationsanddeviationsinatimelyandeffectivemanner.
Mercy Hospital, OklahomaCity,OK June2014 – June 2015
PersonalCareProviderNeurology&Stroke - Rehabilitation
 Take andrecordstemperature,pulse,respirations,bloodpressure,andpatientsstatedlevelof painonall
assignedpatientsatthe beginningof eachshift.
 Obtainsweightsonpatientsasordered,performsfingerstickbloodsugars,recordedresultsinmedical
record,andreportsabnormal results(lessthan80or greaterthan120) tothe nurse.
 Recordshygieneandcomfortmeasuresongraphicrecord. Assistspatienttochairorambulance as
ordered.
 Assistspatientswithmeals,feedingif necessary. Recordtypeof dietandpercentage of foodeatenon
the graphicrecord.
SaintAntonyHospital, OklahomaCity,OK May2013 – June 2014
PersonalCareProviderCardiacTelemetry
 Documentedandprovidedappropriatedatatothe RN and/orLPN foranalysisandvalidationof patient’s
responsetocare ortreatmentandwhatsignificantchange occursinthe patient’scondition.
 Informedlicensednurseof anychangesinpatientcondition/needs,orpatientcomplaints.
 Preparedpatientsfordischargeandaccompanythemupondismissal asindicated.
 Assistedwithdelegatedclerical dutiessuchasansweringtelephones,relayingmessages,transcriptionof
physicianorders.
PlannedParenthoodFederationofAmerica Corp,Inc.,New York City,NY Feb2009 – Mar 2009
Staff Accountant(OneMonthContractwhileearningmyMaster’sDegree)
 Performedaccountreconciliationsand (GL) generalledgerentriesandimprovedprocessinrelationto
internal auditcompliance.
 Preparedmonthlyfinancialstatementsandreports(varianceanalysis)andperformedcashflow analysis.
 WorkedwithDevelopmentstaff ongrantsadministrationandmanagementof restrictedfundsincluding
the grandreportingand closeoutactivities.
JP MorganChaseCorp,NewYork City,NY Sept2008 – Jan2009
ComplianceSupportAnalyst (Contract)
 Developedandmaintainedlaw recordstoensure companysystemsremainincompliance withstateand
federal lawsandregulations.
 Compiledandanalyzedsystemreportsforexaminations,departmentreviews,auditsandother
departmentneeds. Ensuredaccuracyandcompletenessof reportstoavoidregulatoryscrutiny,finesand
penalties.
 Developed,implemented,maintainedandcommunicatedpolicesandproceduresasdirected. Identified
changesrequiredinpolicesandproceduresandcommunicatedchangesandupdatestopolicesand
procedures.
 Organizedanddisseminatedregulatorycompliance-relatedissues/materialstovariouslevelsof
management.Assistedinprovidinginterpretationsof regulatorymaterialuponrequest.
JP MorganChaseCorp,Dallas,TX Feb 2007 – Jan2008
Portfolio Credit/FinancialAnalyst
 Developed,analyzed,implementedandmaintainedcomplexexcelfinancial models.Analyzedprofitand
lossstatementstodisseminate trendsinconsistencyandcostsavingopportunities.
 Preparedreportsinareassuchasthe monthlyre-estimates,weeklystatistical reports,andadhocfinancial
projects.

3.  Reviewedandaccessedcreditapplicationsontransactionsacrossavarietyof industriesincluding
Restaurants,lodging,non-profitorganizationsandretailoperations.
 Preparedvalue-added,independentcreditanalysisidentifyingthe underlyingriskelementsof borrowers
andtransactionswithrecommendationsforapproval ordecline. Creditanalysisincludesfinancialanalysis,
cashflowprojections,financial modeling,industrycomparison,marketanalysis,transactionanalysis,
collateraladequacyanalysisanddue diligence.
 Monitoredthe portfolioof accountsthroughmonthlyreportsandalsoobtainstimelyfinancialsfrom
merchantstoevaluatethe creditworthinessvs.exposure of merchantstoensureadequate protection
againstlosseswhile alsoconsideringthe goaltomaintainrevenue.
 ConductedConferencecallswithexistingmerchantstocommunicate collateralimplementationsand
declinesorapprovaltermsandconditions. Assistmanageronaccountsinbankruptcy.
 Conductednecessaryactionitems(contracts,reserves) formergersandacquisitionof existingcompanies.
Citi BankCorp, Dallas,TX Jan2007– Feb2007
Teller Manager(OneMonthContractthatresultedinan DirectOpportunitywithJPMorganChase.)
 Responsible for the acceptance, processing, and completion of all authorized cash and non-cash
transactions in accordance with policies and procedures.
 Reviewed credit card application by gathering client’s information and other resources to determine
approval or decline.
 Acquisition of new business referrals and retention of existing customers through superior customer
service and use of excellent sales skills and managed a team to ensure quality service.
WellsFargoBank Corp, Dallas, TX June 2005– Jan2007
Teller Manager
 Processed, with accuracy, customer transactions received by all medians not limited to but including:
direct customer contact, mail, letter drop, night depository and courier bags.
 Protected bank against losses related to fraud by following policies and procedures.
 Maintained continued knowledge of bank products, vesting and insurance of accounts.