Jon Baldwin

Experience

• 

  Emeritus Senior Living

  Oct 1998 - Oct 2014

  Provided direction for all aspects of cash management including:• Fraud control• SOX compliance• Design of optimal cash structure• Cash forecasting• Customer service for 500+ locations• Cash concentration• Wire and ACH payments• Treasury fee negotiation • PCI DSS compliance (Level 4)• Execution of control agreements and letters of credit• Approved month-end journal entries • Calculated and posted allocations for workers’ compensation, professional and general liability, and property insurance • Monitored health and welfare accrual, made suggestions for rate changes, and posted true-ups• Requested withdrawals from real estate tax, insurance, and maintenance reserve accounts • Completed community-level review of occupancy versus revenue, researching disconnects and providing reports to management on findings• Facilitated corrections related to revenue recognition issues • Trained Business Office Directors in all areas of the business office including A/R, A/P, payroll, and HR• Audited business offices for compliance with company policy, GAAP, and state and federal regulations• Prepared and hosted trainings for groups of up to 20 • Processed payroll and monitored benefits for 1,500 employees• Reviewed and posted journal entries• Completed federal, state, and local withholding returns and reconciliations

  • Director of Cash Management

    Oct 2004 - Oct 2014

  • Sr. Special Projects Accountant

    Jan 2003 - Sept 2004

  • Revenue Analyst

    Aug 2001 - Dec 2002

  • Financial Trainer – Eastern U.S.

    Apr 2000 - Jul 2001

  • Payroll Coordinator

    Oct 1998 - Mar 2000
• 

  Emeritus Employee Fund

  Jan 2011 - Sept 2014

  Treasurer

  The Emeritus Employee Fund was a 501(c)(3) non-profit, providing assistance to eligible employees of Emeritus Senior Living. • Summarized contribution and grant activity for the Board• Reviewed financial statements• Oversaw the annual independent financial review

• 

  Sound Transit

  Jun 2015 - May 2017

  Assistant Treasurer