Jon Baker, CPA

Jon Baker, CPA

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location of Jon Baker, CPAAtlanta, Georgia, United States

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  • Timeline

  • About me

    Founder & CEO at Evolve Association Management

  • Education

    • The University of Georgia

      2011 - 2015
      Bachelor of Business Administration (B.B.A.), Accounting Accounting

      Activities and Societies: Sigma Pi Fraternity, Athen's Campus Lions Club, UGA Heros, Freshman Greek Leaders, Sophomore Leaders Circle, Inter-Fraternity Council, Order of Omega

    • The University of Georgia

      2015 - 2016
      Masters of Accounting, Emphasis in Audit Accounting
  • Experience

    • Sigma Pi -Alpha Phi Chapter

      Jan 2012 - Jan 2015

      • Elected position by 80+ members; serve as financial advisor to the President• Operate a semester budget of $180,000 and serve as landlord to a 20+ occupant house• Oversee and manage all monetary expenditures and create and manage numerous budgets• Reduced back debt by 46% in the first term • Supervise study hours and monitor grade point averages of 80+ members• Design and implement a system for the collection of notes and study materials available for members• Design and implement a mentoring system for chapter members • Planned numerous social functions for chapter members • Contacted local businesses to receive necessary food and equipment

      • Treasurer

        Jan 2013 - Jan 2015
      • Scholarship Chairperson

        Aug 2012 - Apr 2013
      • Special Events Coordinator

        Jan 2012 - Aug 2012
    • Sigma Pi- Alpha Phi Chapter

      Jan 2013 - Aug 2013
      Events Coordinator for Recruitment

      • Organize and coordinate fraternity recruitment events and activities• Direct committee members in planning activities with an emphasis on increasing the quality and quantity of new candidates for membership

    • UGA Interfraternity Council

      Jan 2014 - Dec 2014
      Scholarship Committee Chairman

      • Selected by the IFC Executive Council to serve as chairman of Scholarship Committee• Host interviews to select recipients of eight IFC $1,000 scholarships• Meet with chapter presidents and scholarship chairs to aid with their respective scholarship plans

    • Cherry Bekaert LLP

      May 2014 - Aug 2014
      Audit Intern

      • Performed independent on-site work as well as team on-site audits• Acquired the skills to understand client needs and implement processes to reach desired goals• Further developed efficient time management skills to meet deadlines and billable hours• Effectively presented client and audit information to leaders within the firm

    • Order of Omega

      Apr 2015 - May 2016
      V.P. of Finance

      • Manage organization's budget• Oversee collection of dues from the organization's hundreds of members• Manage financial obligations of the organization in a timely and efficient manner

    • Dixon Hughes Goodman LLP

      Jun 2015 - Jul 2015
      Audit Intern

      • Performed audit work in numerous industries such as dealerships, banking, and healthcare• Participated in a team process of beginning a first year audit on and off-site • Managed multiple projects simultaneously to meet all deadlines for different superiors

    • Dixon Hughes Goodman LLP

      Oct 2016 - Jan 2019
      Senior Audit Associate

      • Responsible for managing all phases of an engagement; led an entire audit of a $1B+ company• Develop and adjust audit objectives based on risk assessment of client/audit areas• Review and re-create client financial models in Excel based on our own financial assumptions • Evaluate performance and work efforts of staff; participate in performance appraisals process • Provide oral and written reports to audit partners regarding status of the audit and findings

    • Adventures In Missions

      Jan 2019 - Dec 2019
      Squad Leader

      • Selected to be one of three members to lead a squad of 40 people all over the globe • Conduct self-created teachings and presentations relevant to the success of the squad • Travel between 6 teams to guide members through difficult conversations and situations• Participate in weekly leadership calls concerning the health, direction, and logistics of the squad

    • Tigris Fulfillment Partners

      Jan 2020 - Mar 2023

      • Created, recruited, and hired an entirely new team for account support and management• Perform and oversee complex analyses from large data sets to drive decision making• Lead a team that supports management of Tigris’ largest account, growing revenue by 43% in 2021• Lead Tigris’ company culture development initiative and oversee planning of all four annual events• Partner with our warehouses, vendors, and customers to ensure 100% same-day shipments• Develop and manage key relationships to facilitate success of business development initiatives• Spearheaded growth into new line of business with monumental growth potential• Manage cross-functional projects to ensure optimal efficiency through automation and technology Show less

      • Business Development Manager

        Feb 2021 - Mar 2023
      • Senior Business Analyst

        Jan 2020 - Feb 2021
    • Evolve Association Management

      Nov 2022 - now
      Founder & CEO
  • Licenses & Certifications

    • Business Professionalism Certificate

    • Certified Management Accountant

      IMA | Institute of Management Accountants
      Jul 2015
      View certificate certificate
    • CPA

      NASBA
      Jan 2018
  • Volunteer Experience

    • Young Alumni Board Member

      Issued by University of Georgia - Terry College of Business on Jul 2022
      University of Georgia - Terry College of BusinessAssociated with Jon Baker, CPA