Summary
Overview
Work History
Education
Skills
Timeline
Generic

JACOB A. BAUMGARTNER

Highlands Ranch

Summary

Results-driven Controller with expertise in financial reporting, compliance, and team collaboration. Proven track record in streamlining processes, ensuring accuracy, meeting deadlines and enhancing operational efficiency. Hard working team player focused on the overall mission of the company and departments.

Overview

16
16
years of professional experience

Work History

Controller

Miller Global Properties, LLC
Denver
12.2023 - Current
  • Managed financial reporting processes for accurate and timely information.
  • Ensured compliance with accounting regulations and internal policies.
  • Collaborated with department heads to optimize resource allocation.
  • Led month-end close activities to finalize financial statements efficiently.
  • Served as primary contact for external auditors throughout year-end audit process.
  • Oversaw month-end closing process, prepared financial statements and managed advanced reconciliations.
  • Maintained general ledger and chart of accounts, performed complex accounting functions such as journal entry preparation, account analysis, balance sheet reconciliation and preparation of quarterly financial statements.
  • Reviewed journal entries for accuracy and completeness.
  • Created financial reports for senior management and external auditors in accordance with accounting principles.
  • Maintained general ledger integrity through review of account balances and transactions ensuring accuracy of information reported in the financial statements.
  • Managed AP and AR operations, coordinating staff workflows and reviewing completed work to reduce errors.
  • Prepared and presented operational reports to senior management and executive teams.
  • Produced financial reports and audit documentation to facilitate internal and external auditing.
  • Coordinated and finalized quarterly and annual financial reporting packages.
  • Collaborated with finance and accounting departments to deliver comprehensive financial information to facilitate decision making for management.

Accounting Manager

Miller Properties Group, LLC
Denver
06.2021 - 12.2023
  • Managed monthly financial close processes and prepared accurate financial statements for multiple consolidated funds.
  • Reviewed account reconciliations to maintain data integrity and accuracy.
  • Trained and mentored accounting staff on best practices.
  • Implemented new accounting support and reconciliations to streamline reporting processes.
  • Supervised accounting tasks, which included accounts payable and receivable, general ledger management and expense reporting oversight.
  • Collaborated with management to provide insights on financial performance trends.
  • Prepared month-end closing entries for detailed reporting and recordkeeping.
  • Ensured timely payment of invoices from vendors or suppliers according to contractual agreements.
  • Prepared monthly, quarterly, and annual financial statements.
  • Collaborated with finance and accounting departments to deliver comprehensive financial information to facilitate decision making for management, stakeholders and parent company.
  • Researched complex accounting issues and provided solutions to management team.

Real Estate Accounting, Corporate Manager

Prologis, Inc
Denver
03.2017 - 06.2021
  • USGAAP, IFRS, Financial Reporting, SOX and audit procedures.
  • Work meet and exceed all deadlines accurately and timely.
  • Complete team player, will do whatever it takes to have the team succeed.
  • Supervise staff and complete reports (internal and external) for the real estate reporting and analysis of the company and ventures managed by the company. Worked hard to ensure the financial information for the company's real estate portfolio, including operating, development and land, is accurately presented and properly accounted for at Prologis.
  • Analyze and prepare financial information and supporting schedules with staff for both internal and external reporting in conformity with USGAAP, including global real estate, land and development reporting.
  • Manage staff to record real estate acquisition, contribution and disposition transactions for all Americas activity for Fund and wholly owned properties.
  • Supervise the preparation of account reconciliations for real estate accounts to assess validity, correctness and appropriateness of balances; manage adjusting entries when required.
  • Review and calculate and prepare capitalized interest schedules for our global development and land bank, and manage the recording of related journal entries.
  • Assist peers with development project updates and verify reporting within established guidelines.
  • Provide ad-hoc analysis of real estate and development reporting when required.
  • Comprehend all policies and procedures related to real estate accounting including an understanding of internal control systems and monitoring of the related processes.
  • Supervise the preparation and entering of journal entries into PeopleSoft accounting system in accordance with USGAAP.
  • Reviewed and organized testing of internal SOX controls of the company.
  • Created multiple report improvements and efficiencies by designing new reports in the system and completing process improvements.
  • Reviewed and supervised staff activities and work products.
  • Active member and team leads for the Accounting Team Building, Communication and Retreat Subcommittees.
  • Active member of the Denver Activities Committee for the entire Denver office and employees.

Fund Reporting and Corporate Accounting Senior

Prologis, Inc
Denver
12.2013 - 03.2016
  • Supervised all reports related to external reports of the US IFRS fund in the company.
  • Supervised staff on completing entries related to quarterly internal and external reports.
  • Approved all wires related to quarterly and monthly payments for the fund.
  • I supervised the team and reviewed all monthly and quarterly financials and reports for the fund for both IFRS and US GAAP measures and ledgers for company earnings reports, Form 10-Q and Form 10-K reports.
  • Produced and maintained quarterly IFRS Financials for the fund.
  • Fostered relationships with the fund team and executive teams of the fund in order to produce timely and accurate financials and reports.
  • Worked with the external auditors from start to finish on the quarterly review of the internal and external reports and review.
  • Created multiple new nVision reports for internal and external reporting both monthly and quarterly.
  • Worked with external auditors on monthly, quarterly and yearly reports and schedules.
  • Performed internal SOX testing as parting of the accounting group.

Audit Senior

Spicer Jeffries LLP
Greenwood Village
09.2009 - 12.2013
  • Performed audits (complete initial, recurring and closing) of broker dealers, hedge funds and manufacturing companies.
  • Perform all audits in accordance with appropriate regulations including US GAAP, IFRS, PCAOB and SEC regulations.
  • Prepared and completed balance sheet only audits and performance reviews.
  • Train new professionals on US GAAP, audit theory, workpaper documentation, financial statement preparation, hedge fund audits, broker dealer audits, SEC filings, performance reviews and SOX testing.
  • Conducted and supervised multiple audits concurrently and reviews of publicly-held clients' Form 10-Q, Form 10-K and review of controls.
  • Performed audits and reviews in a timely-manner from the clients' office professionally as well as in-house.
  • Completed audits and reviews from start to finish.
  • Reviewed and supervised staff activities and work products.

Education

Bachelor of Science - Accounting, Marketing

Regis University
Denver, CO
05.2009

Skills

  • Proficient in Excel, Microsoft Applications, NVsion, Yardi, MRI, PeopleSoft, Sigma and Tableau
  • Active disclosure
  • Internal accounting software
  • Relationship building
  • Project management
  • Team collaboration
  • Financial reporting
  • Audit coordination
  • Deadline management
  • Effective communication
  • Financial document review
  • Team oversight and leadership

Timeline

Controller

Miller Global Properties, LLC
12.2023 - Current

Accounting Manager

Miller Properties Group, LLC
06.2021 - 12.2023

Real Estate Accounting, Corporate Manager

Prologis, Inc
03.2017 - 06.2021

Fund Reporting and Corporate Accounting Senior

Prologis, Inc
12.2013 - 03.2016

Audit Senior

Spicer Jeffries LLP
09.2009 - 12.2013

Bachelor of Science - Accounting, Marketing

Regis University

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JACOB A. BAUMGARTNER