Jonathan Boeck's Email Addresses & Phone Numbers

📖 Summary

Staff Auditor @ Wall, Smith, Bateman & Associates Audit and drafting of financial statements for government entities and agencies, not-for-profit entities, health care providers, and financial institutions. From May 1996 to January 1998 (1 year 9 months) VP Accounting Policy/Senior Technical Controller @ Synchrony Financial Responsible for Technical Accounting/Accounting policy pre-IPO and post-IPO in the areas of stock based compensation, employee benefits plans, related party transactions, leasing, legal contingencies, securitization activities and other areas as necessary.Review of SEC filings.Monitoring of new accounting standards progress. Greater New York City AreaSenior Manager - External Reporting @ Terex SEC and External Reporting for Terex Corporation including: -Preparation of 10-K and 10-Q -XBRL block and detail tagging -SEC SAB 99/108 analysisRetirement benefit plan accounting including: -Preparation and review of financial statements, IRS form 5500 and SEC form 11-K for 401K plan -Preparation and review of of financial statements and IRS from 5500 for U.S. pension plan -Review of actuarial reports and preparation of consolidated disclosures for approximately 40 DB and DC pension, OPEB and indemnity plans in the U.S., Europe, South America and AsiaTechnical Accounting research and documentation including: -Debt refinancing -Bill and hold requests from customers -Leases (both lessee and lessor) -Discontinued operations -Restructuring From October 2012 to June 2014 (1 year 9 months) Westport, CTDirector of Technical Accounting @ Dish Network/Echostar Review and approval of SEC filings including 10K's, 10Q's, 8-K's and others filings for 2 separate publicly traded Fortune 350 companies, as well as a third SEC registrant with publicly traded debt securitiesDrafting disclosures related to fair value of financial instruments (SFAS 157), contingencies (SFAS 5), marketable investment securities (SFAS 115), significant accounting policies, related party transactions and other disclosures in the financial statements and MDA of 10K's and 10Q's including ensuring compliance with SEC Regulations 305 and 309In addition to managing the Technical Accounting function also responsible for managing the SEC reporting team while the Director of SEC Reporting function is vacantEnsure all material transactions accounted for correctly under GAAP and SEC requirements for both DISH Network, a pay television service provider, as well as Echostar, a manufacturer of television set-top boxes for pay television providers as well as other advanced technologiesWorking with Business Development in the structuring of international joint ventures and other similar transactions in Latin America and Asia to ensure proper accounting Involved in due diligence for acquisitions both domestic and international ranging from $2.5MM to $500MM From August 2008 to November 2011 (3 years 4 months) Technical Controller @ GE Capital - Capital Solutions Technical accounting for acquisitions and deals including leases, loans and other financial structures and restructurings ranging from $1 billion to $15 billionReview and consolidation of global quarterly reporting to Corporate for SEC reporting for a $100 billion balance sheet and a $1 Billion P&L Responsible for Global accounting consistency initiative for over ten business units and international platforms to ensure the accounting policies and procedures for each business were consistent with the policies of the other businesses and with the overall General Electric accounting proceduresReview and closure of all findings of Corporate Audit Staff as well as external AuditorsImpairment reviews for loans, leases and long-lived assets under SFAS 144, 142, and 114 From November 2007 to July 2008 (9 months) Controller @ Orbian Oversee staff in the preparation of the audited Consolidated U.S. GAAP and statutory U.K. GAAP financial statements Responsible for all aspect of monthly, annual and long-term budgeting and forecasting on both a GAAP and Cash basisCoordination of Internal Control reports (SAS 70) for external publicly traded clients Sarbanes Oxley requirementsManaged preparation of tax filings by staff and external accountants for U.S. and U.K. tax and VAT returnsLiaise with audit committee and board of directors on accounting matters and approval of audited financial statementsManaging tax inquiries by the IRS, State of New York and Connecticut, HMRC, and other taxing authorities From October 2005 to November 2007 (2 years 2 months) Assistant Global Technical Controller @ GE Capital - Corpotate Financial Services Led more than 30 employees spanning several countries in the consolidation of the global quarterly reporting to Corporate for SEC reporting Working with risk management to perform impairment reviews for a portfolio of over $33 Billion of Loans and $3 Billion of equity investments and final approval all impairment related entriesPurchase accounting for domestic and international acquisitions ranging from $300 million to $1.5 billion in assetsReview and approval of all topside or late journal entries during the quarterly closeReview of new deal structures including loans, leases and derivative transactions for proper accounting recognition and disclosureTechnical accounting under various U.S. and international GAAP's including U.S., U.K, Mexico and IFRS Drafting and maintaining all critical accounting policiesProviding training to domestic and international accounting and finance staff on U.S. GAAP in areas including but not limited to Loans, leases, derivatives, revenue recognition and impairment of long lived assets From April 2003 to September 2005 (2 years 6 months) Assurance Services Manager @ Deloitte Managing the audit team for Luxottica SPA, a company traded on the Milan and New York stock exchanges, in the primary business of sunglass manufacturing and retailing, owning various trade names as well as retail outlets including Sun Glass Hut and LenscraftersResponsibilities on the Luxottica engagement included review of quarterly SEC reports and providing consent to the Italian audit teams for the U.S. wholly owned subsidiariesAudits of health care providers and payors including hospitals and HMO's with net revenues up to $500 million, including stub audits related to their issuance of debt securities From January 2000 to February 2003 (3 years 2 months) Assurance Services Supervisor @ Grant Thornton LLP Audits of private companies including wholesale distribution, heavy equipment rental, and software developmentAudits of governmental entities and agencies including the State of Colorado Judicial Branch, Colorado State University, the RTD, county and municipal governments From January 1998 to December 1999 (2 years)