Jeffrey Helm Email & Phone Number
Chief Financial Officer
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Jeffrey Helm Location
- Blairsville, PA, US
Jeffrey Helm Work
- Chief Financial Officer @ Lesco FCU (September 2021 - Present)
- Certified Public Accountant @ Jeffrey C. Helm, CPA (June 1996 - Present)
- Tax and Accounting Manager @ Asset Planning Tax Group, LLC (January 2019 - January 2021)
- Controller @ PennTex Ventures, LLC - Commercial Real Estate Development (November 2014 - June 2018)
- Controller @ Kratsa Properties, Commercial Real Estate Developers (November 1998 - November 2014)
- Senior Accountant @ Mack Bernard, Certified Public Accountants (July 1996 - November 1998)
- Senior Accountant @ Delisi & Associates, P.C. (June 1993 - July 1996)
- Senior Tax Accountant @ Alpern Rosenthal, Certified Public Accountants (August 1992 - May 1993)
- Senior Accountant @ William S. Kaduson, Certified Public Accountants (June 1989 - August 1992)
- Audit Supervisor @ (December 1987 - June 1989)
- Petty Officer and Recruiting Officer @ (July 1978 - July 1983)
Jeffrey Helm Education
- Indiana University of Pennsylvania
Bachelor of Science (B.S.) (Accounting)
1983-1987
Jeffrey Helm Skills
- Accounting
- Auditing
- Budgeting
- CPA
- Consolidated Financial Statements
- Controllership Functions
- Develop and Maintain Computerized Accounting System
- Drake Tax Software
- Financial Analysis
- Financial Reporting
- Financial Statement Auditing
- Financial Statement Preparation and Analysis
- Financial Statements
- Fixed Asset Depreciation
- Fixed Asset Management
- General Ledger
- Generally Accepted Accounting Principles (GAAP)
- Governmental Compliance Auditing
- Implement Accounting Principles, Practices and Procedures
- Individual, Partnership and Corporate Taxation
- Insurance
- Insurance Strategies
- Intercompany Transactions
- Job Costing
- Maintaining Bank Relations
- Microsoft Excel
- Microsoft Office
- Nonprofits
- Outside Audit and Legal Counsel Interface
- QuickBooks
- Sage 300 ERP
- Sage FAS Fixed Assets
- Strategic Planning
- Strategic Planning and Budgeting
- Supervisory Experience
- Tax Preparation
Jeffrey Helm Summary
- Jeffrey Helm, based in Blairsville, PA, US, is currently a Chief Financial Officer at Lesco FCU. Jeffrey Helm brings experience from previous roles at Jeffrey C. Helm, CPA, Asset Planning Tax Group, LLC, PennTex Ventures, LLC - Commercial Real Estate Development and Kratsa Properties, Commercial Real Estate Developers. Jeffrey Helm holds a 1983 - 1987 Bachelor of Science (B.S.) in Accounting @ Indiana University of Pennsylvania. With a robust skill set that includes Accounting, Auditing, Budgeting, CPA, Consolidated Financial Statements and more. Jeffrey Helm has 1 mobile phone numbers on RocketReach.
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