Donna Jacob

A proficient and data-driven leader with expertise in driving financial excellence, team performance, and process transformation across enterprises. Skilled in leveraging ERP systems, Sage, SAP, QuickBooks, and Power BI to automate processes, enhance reporting accuracy, and deliver actionable insights to executives and Boards. Experienced in compliance, ESG reporting, and strategic business partnering, with a proven ability to align financial strategies with organizational goals.

A trusted advisor, known for fostering collaborative, high-performing teams and guiding organizations through operational change to achieve sustainable growth.

Financial Reporting Analyst - Johnson Service group - Sarasota, FL

(2025-08 - 2026-02)

Financial data analyst serving as a lead and subject matter expert for special and complex assignments including preparation of the annual financial statements. Responsible for the review/approval, documentation and analysis of complicated financial data and transactions, reports, processes and procedures as well as ensuring timely and accurate reporting of financial activities.

• Established and tested business and data requirements, and quality assurance processes for the financial system and reporting tools

Accounting Manager - Kindred Hospital - Saint Petersburg, FL and Tampa, FL

(2023-11 - 2025-04)

• Directed and developed a team of accountants, overseeing financial operations for two hospitals and driving strategic decision-making that improved departmental productivity and cross-functional alignment
• Collaborated with the CFO, providing financial analysis for strategic initiatives and partnering with cross-functional teams to develop financial strategies, resulting in noticeable gains in resource allocation and budget compliance
• Mentored and developed the team, fostering skill development and improving accounting practices, ensuring regulatory compliance, and continually reducing discrepancies in financial operations
• Streamlined reporting, monthly accruals, and daily processes, ensuring accuracy and proficiency in data-driven decisions to boost operational efficiency
• Maintained strict adherence to financial regulations, minimizing discrepancies and ensuring the integrity of financial operations
• Automated billing and scheduling systems across multiple hospital service departments, aligning with contract compliance and significantly reducing manual errors and processing times
• Partnered with HR on interviewing and hiring top talent for the team, successfully onboarding high-performing talent that elevated team capability and accelerated performance improvements swiftly after joining the team

Accounting Manager - Sloan Health Products - Tampa, FL

(2022-02 - 2023-04)

• Streamlined receipt management across three affiliated companies, enhancing accuracy, reducing reconciliation errors, and improving overall operational efficiency
• Maintained precise financial records and executed regular audits, ensuring compliance with accounting standards and enhancing operational transparency, improving billing accuracy by 20%
• Implemented weekly inventory tracking and reconciliations, safeguarding financial integrity, strengthening compliance, and ensuring audit readiness
• Maintained detailed journal entries, adhering to GAAP standards while increasing transparency and audit preparedness
• Coached and developed a team of five and the junior staff, boosting team productivity and collaboration
• Fostered a collaborative team environment, encouraging open communication, trusted knowledge sharing, clear processes, and enhancing team performance and engagement

Accounting Manager - Gulf Side Health Services - Land O' Lakes, FL

(2021-08 - 2022-01)

• Redesigned the journal entry process for Board reporting, cutting reporting time by 17% (½ day saved in a 3-day close cycle), proactively accelerating delivery of financial statements to leadership
• Supported the CFO, improving financial planning and resource allocation; also analyzed financial trends, prepared financial statements, enhancing board insights, and informing decision-making
• Managed payroll for 300+ staff, ensuring timely compensation and satisfaction; recorded journal entries, maintaining financial integrity and compliance
• Analyzed payroll discrepancies, identifying root causes and implementing solutions that improved accuracy and reduced errors
• Developed a digital tracking system for financial transactions, resulting in streamlined record-keeping and faster access to information for audits
• Partnered with HR to optimize payroll processes, strengthening interdepartmental communication and enhancing overall employee satisfaction
• Mentored junior accountants, boosting their skills and confidence in financial reporting tasks
• Coordinated cross-departmental teams to align financial strategies, fostering a culture of transparency and shared goals

Lead Accountant - AIPSO - Johnston, RI

(2019-11 - 2021-07)

• Coached and led a team of 10; implemented new software for the accounting team that increased data integrity and accuracy, and elevated operational efficiency
• Led audits and detailed financial reports, ensuring compliance and accuracy across departments, enhancing financial integrity
• Generated complex financial reports, providing insights that improved financial performance and facilitating communication between departments for seamless operations
• Provided exceptional customer service by addressing client inquiries promptly, contributing to strengthened client relationships, and increased satisfaction

Senior Financial Analyst - AIPSO

(2013-11 - 2019-11)

Senior Vice President, Finance - Brokers' Service Marketing Group (BSMG), Inc.

(2000-03 - 2013-10)

Master of Business Administration - Salve Regina University

Bachelor of Science - Accounting - University of Massachusetts, North Dartmouth

Associate - Business Administration - Bristol Community College