Garrett Jacobson

Financial Analyst | Kansas City, Missouri, United States

Professional Overview

Garrett Jacobson is a versatile financial professional with extensive experience in accounting, financial analysis, and treasury management. He leverages his strong analytical skills and industry expertise to drive financial performance and strategic decision-making within the healthcare and non-profit sectors.

Experience Summary

Current Roles

Financial Analyst, Kansas City Orthopaedic Institute (2023-08-01 to Present)

• Responsible for conducting in-depth financial analysis, forecasting, and reporting to support executive decision-making

• Optimizes financial processes and practices to enhance operational efficiency and profitability

• Collaborates cross-functionally to identify cost-saving opportunities and implement process improvements

Treasurer, Jamie Johnson 4 Missouri (2023-01-01 to Present)

• Oversees the organization's financial operations, including cash management, budgeting, and compliance

• Provides strategic financial guidance to the leadership team to ensure the organization's long-term sustainability

• Actively contributes to the development and execution of the organization's fundraising and donor engagement initiatives

Career Progression

Accounting Consultant, Rose Brooks Center Inc. (2023-07-01 to 2023-08-01)

• Provided interim accounting support and guidance to the non-profit organization during a period of transition

• Streamlined financial processes and implemented best practices to enhance transparency and control

Accountant, Samuel U. Rodgers Health Center (2021-11-01 to 2023-06-01)

• Managed all aspects of the organization's accounting operations, including general ledger, accounts payable/receivable, and financial reporting

• Played a key role in improving the organization's financial reporting capabilities and internal controls

Director of Accounting Operations, Cascade Health Services (2020-06-01 to 2021-11-01)

• Oversaw the accounting department and implemented strategies to optimize financial processes and reporting

• Spearheaded the implementation of a new enterprise resource planning (ERP) system to enhance operational efficiency

Staff Accounting Assistant, CURO Financial Technologies Corp (2018-02-01 to 2019-08-01)

• Assisted with various accounting functions, including account reconciliations, month-end close, and financial reporting

• Demonstrated strong attention to detail and a commitment to accurate and timely financial data

Academic Background

• Bachelor of Science in Accounting, University of Missouri-Kansas City (2018)

• Certified Public Accountant (CPA) license

Areas of Expertise

• Financial analysis and reporting

• Budget planning and forecasting

• Treasury management and cash flow optimization

• Accounting operations and internal control processes

• Financial process improvement and system implementation

• Non-profit financial management and compliance

Professional Impact

• Optimized financial reporting capabilities and internal controls to enhance transparency and accountability at Samuel U. Rodgers Health Center

• Led the successful implementation of a new ERP system at Cascade Health Services, resulting in streamlined operations and improved decision-making

• Provided critical accounting support and guidance during a period of transition at Rose Brooks Center Inc., ensuring the organization's financial stability

Conclusion

Garrett Jacobson is a driven financial professional with a proven track record of driving financial excellence and strategic impact within the healthcare and non-profit sectors. His strong analytical skills, technical expertise, and collaborative approach enable him to contribute significantly to the organizations he serves. Garrett is poised to continue his career trajectory, leveraging his diverse experience to drive sustainable growth and financial performance.