Jason Thomas is seeking a position as a full-time tax accountant and has over 15 years of experience in banking, accounting, and healthcare. He has extensive experience in accounting roles at various banks, the Oklahoma Tax Commission, and hospitals, and holds a Bachelor's degree in Finance, Master's degree in Accountancy, and is a CPA candidate. Thomas is looking to re-enter the financial sector utilizing his skills in accounting, financial analysis, budgeting, and ensuring regulatory compliance.

1. JASON THOMAS, CPA CANDIDATE
Jthomast@gmail.com Montclair, New Jersey (646) 263-4031
Some people dream of success…while otherswake upandwork hard at it. ~AuthorUnknown
SUMMARY
A results oriented accountable corporate and government Accountant with 4+ 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 Israel & SouthFlorida
https://www.linkedin.com/pub/jason-thomas/6/a07/339
EXPERIENCE
** Pleasenote:Since2013 to Present, I haveentered intothemedicalindustry asPersonalcareprovider, dueto a
numberofreasons rangingfromeconomicalto personal(father’s heartattack &stroke);howeveratthistime,I
wish to enterback into thefinancialsector,asa fulltimeTaxaccountant.Pleasefeelfreeto requestmy medical
backgroundand employmenthistory. **
OklahomaTax Commission, ComplianceGrossProduction, OklahomaCity,Oklahoma July2015- present
Tax Auditor–Oil andGas
 Ensurescompliancewithestablishedinternalcontrolproceduresbyexaminingrecords,reports,
operatingpractices,anddocumentation.
 Verifiesassetsandliabilitiesbycomparing itemstodocumentation.
 Completesauditworkpapersbydocumentingaudittestsandfindings.

2.  Appraisesadequacyof internalcontrolsystemsbycompletingauditquestionnaires.
 Maintainsinternalcontrolsystemsbyupdatingauditprogramsandquestionnaires; recommendingnew
policiesandprocedures.
Medical StaffingNetwork,IntegrisBaptistMedical Center,OklahomaCity,Oklahoma September2014- June
2015
Personal Care ProviderFloatPool
 Assistspatientswithpersonal hygienesuchasbathing,shaving,shampoingandoral/denture care.
 Coordinatepatientcare throughcollaborationwiththe patient/familyandhealthcareteam.
 Assistswiththe activitiesof dailyliving,whichincludedressing,ambulating,toileting,andsafe transfer
techniquesasdirected bythe nursingsupervisor.
 Reportsignificantchangesinthe patient’sconditiontoalicensednurse.
 Carriesoutthe assignmentandcare of agroupof patientsasinstructedbythe individualizedcare plans
andsupervisedbythe facilitynurse.
 Documentthe care andobservationinthe appropriate clientandrecordduringthe shift.
 Identifiessafetyconcernsandmaintainasafetyenvironmentforthe patient/client.
 Providesforpatientsafetybymonitoringsafetyalarmsdirectedbylicensednurse.
 Reportstolicensednursepertinentpatientobservationsanddeviationsinatimelyandeffectivemanner.
 Assistswiththe transferof the patients,followingtheguidelinesidentifiedbythe facility.
 Complieswiththe policiesandproceduresof the facilitytoensure thatthepatient’sequipment,
supplies,andpersonalbelongingsare protected.
Mercy Hospital, Oklahoma City, Oklahoma June 2014 – present
Personal Care ProviderNeurology&Stroke - Rehabilitation
 Take andrecordstemperature,pulse,respirations,bloodpressure,andpatientsstatedlevelof painonall
assignedpatientsatthe beginningof eachshift.
 Obtainsweightsonpatientsasordered,performsfingerstickbloodsugars,recordedresultsinmedical
record,andreportsabnormal results(lessthan80or greaterthan120) tothe nurse.
 Emptieswoundsuction/drainagedevicesontimelymannerandrecordedamountongraphicrecord.
 Appliesandrefillsice packs,re-fillsk-padunits,humidifiers,andplacepatientsinthe CPM.
 Retrievespecimens,label themcorrectlyanddeliversthemtothe lab.
 Performbladderscansandrecordfindingaccordingtopolicy.
 Preparesandassists patientswithpartialbathsasordered.
 Applyandremovesrestraintsandrecordonthe restraintflowsheetall activitiesandobservations
accordingtothe restraintpolicy.
 Assistswithbedpan/urinal,bedsidecommode,ortothe bathroomasneeded.Documentsoutputin
medical record.
 Recordshygieneandcomfortmeasuresongraphicrecord. Assistspatienttochair orambulance as
ordered.
 Assistspatientswithmeals,feedingif necessary. Recordtypeof dietandpercentage of foodeatenon
the graphicrecord.
SaintAntonyHospital,OklahomaCity,Oklahoma May 2013 – June 2014
Personal Care ProviderCardiacTelemetry
 Receivedpatientcare assignmentfromthe registerednurse incharge.
 Collectedanddocumenteddataforthe admissionassessmentandreassessmentatspecifictimesfor
patientpopulation.
 Documentedand providedappropriatedatatothe RN and/orLPN foranalysisandvalidationof patient’s
responsetocare ortreatmentandwhatsignificantchange occursinthe patient’scondition.
 Informedlicensednurseof anychangesinpatientcondition/needs,orpatientcomplaints.
 Preparedpatientsfordischargeandaccompanythemupondismissal asindicated.
 Assistedwithdelegatedclerical dutiessuchasansweringtelephones,relayingmessages,transcriptionof
physicianorders.

3.  Preparingandorganizingthepatient’smedical records.
PlannedParenthoodFederationof America, Inc.,New York,NY Feb.’09– Mar. ’09
Staff Accountant (OneMonthContractwhileearningmyMaster’sDegree)
 Performedaccountreconciliationsand (GL) generalledgerentriesandimprovedprocessinrelationto
internal auditcompliance.
 Preparedmonthlyfinancialstatementsandreports(varianceanalysis)andperformedcashflow analysis.
 WorkedwithDevelopmentstaff ongrantsadministrationandmanagementof restrictedfundsincluding
the grandreportingand closeoutactivities.
JP Morgan Chase, New York,NY Feb.’07– Jan.’09
Compliance SupportAnalyst (Contract- Sept.’08– Jan. ’09)
 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 Morgan Chase, Dallas, TX
PortfolioCredit/FinancialAnalyst (Feb.’07– Jan.’08)
 Developed,analyzed,implementedandmaintainedcomplexexcelfinancial models.Analyzedprofitand
lossstatementstodisseminate trendsinconsistencyandcostsavingopportunities.
 Preparedreports inareassuchasthe monthlyre-estimates,weeklystatistical reports,andadhocfinancial
projects.
 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 Bank, Dallas, TX Jan.’07 – Feb.’07
TellerManager(One MonthContractthatresultedinan 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,Dallas,TX June ’05 – Jan. ’07
TellerManager

4.  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.
REFERENCES
 BrandonResasco,President, BBA Finance (NYU) OwnerMedical RecruitmentNY,646-484-1867
 JamesRogers, BS,MS, JD, PHD (NYU)UnitedStates PatentAttorneyWashingtonDC,646-207-7541
 GlennKonze BSInformationTechnology,CitiGroupDallasTX, 972-849-8671