Jamie Jones
Boise,ID
Summary
Innovative and results-driven professional with a strong background in project management, treasury operations, and financial analysis. Proficient in gathering, defining, and analyzing data from multiple reporting systems to support strategic decision-making. Adept at driving project timelines and ensuring quality outcomes through strategic planning and execution. Highly collaborative, adaptable, and committed to team success and client satisfaction.
Overview
20
20
years of professional experience
1
1
Certification
Work History
Project Manager
Blue Cross of Idaho
11.2022 - Current
- Lead cross-functional project teams by gathering requirements, defining goals, and ensuring successful project execution within scope and timeline.
- Act as liaison between stakeholders and business units to ensure transparency, accountability, and alignment across deliverables.
- Oversee resource planning, risk management, and communication plans to drive timely delivery of project milestones.
- Translate business needs into functional and technical requirements; manage traceability through testing and implementation.
- Promote best practices in project management while coaching peers and contributing to process improvement efforts.
- Developed strong relationships with stakeholders through regular communication updates, fostering trust and confidence to deliver results.
- Successfully managed multiple projects simultaneously by prioritizing tasks according to urgency, resource availability, and alignment with organizational goals.
- Planned, designed, and scheduled phases for large projects.
- Developed comprehensive project plans with clear timelines, milestones, and budget requirements, ensuring timely delivery of high-quality results.
Treasury Analyst
Blue Cross of Idaho
10.2016 - 11.2022
- Managed daily cash positioning and liquidity portfolios for BCI, ICP, and the Foundation; developed detailed cash flow forecasts, including a three-year liquidity model supporting strategic initiatives.
- Oversaw corporate credit card programs; led transition to Wells Fargo Business Elite, managing implementation, cardholder onboarding, reconciliation, and issue resolution.
- Administered unclaimed property compliance, including due diligence outreach, state filings, and coordination with third-party service providers.
- Led treasury operations projects, including transitioning wire processes from Wells Fargo to Workday, enhancing Workday reporting, and integrating new investment managers and custodians.
- Maintained banking and investment relationships; coordinated quarterly and annual partner reviews; owned all account maintenance and payment processing workflows.
- Built process improvements such as first notice rules and MCC automation in Workday, reducing manual reconciliations and improving expense audit efficiency.
- Delivered key audit and regulatory documentation; created financial reports including Investment Income Analytics, NAIC Designations, and GL tie-outs.
- Developed and maintained internal control documentation and treasury procedures; supported internal and external audits with timely PBC materials.
- Trained cross-functional teams on expense reporting tools; created onboarding materials, led trainings, and supported transitions to new systems like Wells One and Workday.
Budget Analyst
Blue Cross of Idaho
07.2016 - 10.2017
- Developed and implemented processes to enhance departmental efficiency and financial accuracy.
- Built and monitored departmental budgets; performed monthly variance analysis and expense tracking.
- Collaborated with budget owners to analyze operating expenses and ensure budget alignment.
- Led month-end close processes, including journal entries, overhead allocations, accruals, and reconciliations.
- Generated accurate financial reports and reviewed administrative expense journal entries and AP batches for approval.
- Supported year-end accrual processes and managed documentation for the ICP Admin Service Agreement Settlement.
Business Analyst
Blue Cross of Idaho
07.2013 - 07.2016
- Gathering and documenting business requirements
- Analyzing requirements
- Writing business rules and desktop procedures
- Ability to adapt to changing priorities
- Monitoring MMCP project and assistance in tracking activity, resolving issues, and publishing reports
- Medicare Advantage BA for MMCP User acceptance testing (UAT)
- BA analysts team member in Scrum meetings on projects to help accomplish tasks
- Understanding of agile methodology
- Researching data
- Process improvement tasks
- Defining scope and understanding business objectives of projects
Accounting Specialist
Blue Cross of Idaho
10.2005 - 07.2013
- Managed data imports and system interfaces between Lawson and other platforms to support accounts payable operations.
- Prepared accurate AP summaries, monthly/annual reports, and financial analyses for management.
- Reconciled general ledger and trial balance accounts; resolved discrepancies and ensured accurate month-end accruals.
- Processed high volumes of invoices, vouchers, and claim payments, ensuring compliance with internal controls and tax regulations.
- Conducted monthly operating expense fluctuation analysis; reviewed and corrected TIN data across Lawson and FACETS.
- Handled vendor statements, resolved payment issues, and reviewed expense reports for accuracy and policy compliance.
- Administered year-end 1099 processing and ensured IRS and vendor reporting accuracy.
- Applied sales and use tax laws correctly to invoice payments and supported audit readiness through detailed documentation.
- Analyzed business operations and helped develop automated solutions to improve accounting workflows.
Education
Bachelor of Science - Business With Emphasis in Project Management
University of Phoenix
03.2015
Some College (No Degree) - Business And Accounting
Boise State University
Boise, IDHigh School Diploma -
Vallivue High School
Caldwell, ID01.1997
Skills
- Project management
- Project planning, scheduling, tracking and development
- Requirements gathering
- Stakeholder communications
- Risk management
- Team collaboration
- Strategic planning
- Budgeting and planning
- Relationship building
- Cash flow forecasting
Certification
- PMP - Project Management Professional
- CAPM - Certified Associate in Project Management
Timeline
Project Manager
Blue Cross of Idaho
11.2022 - Current
Treasury Analyst
Blue Cross of Idaho
10.2016 - 11.2022
Budget Analyst
Blue Cross of Idaho
07.2016 - 10.2017
Business Analyst
Blue Cross of Idaho
07.2013 - 07.2016
Accounting Specialist
Blue Cross of Idaho
10.2005 - 07.2013
Bachelor of Science - Business With Emphasis in Project Management
University of Phoenix
Some College (No Degree) - Business And Accounting
Boise State University
High School Diploma -
Vallivue High School
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