Aaron Liss
Burleson,TX
Summary
Detail-oriented accounting professional with a Bachelor’s in Accounting, and experience in bank and credit card reconciliations, journal entries, and financial reporting. Demonstrates a strong commitment to data accuracy and compliance while optimizing workflows. Aiming to leverage expertise in payroll processing and financial controls as a Payroll Associate in a dynamic environment.
Overview
4
4
years of professional experience
Work History
Customer Lead
KPMG Spark
Salt Lake City, UT
02.2022 - 09.2022
- Performed all reconciliations of bank statements and credit card statements across 24 business units
- Implemented rule-making process of checking business transactions for accuracy, saving 15 hours of manual work each week and reducing error rate by 24%
- Entered key journal entries into the general ledger with minimal oversight
- Assisted in performing quarterly quality assurance for clients to provide accurate financial statements
- Consulted with outside parties to resolve discrepancies and create effective solutions
- Cultivated customer loyalty, promoted repeat customers, and improved sales
Intern
BANDER Wealth Management
Idaho Falls, ID
04.2021 - 09.2021
- Constructed real-time performance tracking spreadsheets to track model performances in excel
- Researched potential ETF’s and implemented financial models using Riskalyze to optimize risk-reward metric
- Managed record-keeping of current and prospective Financial Planning clientele
- Wrote, edited, and shared content on all brand’s company social media profiles and partner channels
- Increased social media traffic by 92%
- Disseminated information from the bottom of the company up to the top management
Senior Consultant
ViewShift Partners
Provo, UT
10.2020 - 03.2021
- Held an integral leadership role in providing consulting services for impact focused start-ups across a range of industries
- Performed general due diligence for client projects including market research, impact analysis, and supply chain logistics
- Oversaw environmental research of the client’s product, quantifying the impact on carbon footprint and ecosystem health
Team Leader, Intern
InstructMe
Provo, UT
12.2018 - 04.2019
- Led a team of five business students to understand an Airbnb-esque market and saved 30+ hours of research weekly
- Created and designed online wireframe mockups with UxPin and applied basic coding
- Collected and analyzed potential consumer data in to create the best user interface
- Led bi-weekly team meetings, presented new information and opportunities
- Coached and trained team members ensuring the team was within their performance metrics
Education
Bachelor of Science - Accounting
Brigham Young University – Marriott School of Business
Provo, UT12.2022
Student Participant -
Institute for International Students, Nanjing University
Provo, UT12.2019
Skills
- Payroll reconciliations and compliance
- Financial reporting and compliance (GAAP, SOX)
- Employee inquiries and workflow management
- Data accuracy and discrepancy resolution
- Advanced Excel (PivotTables, VLOOKUP)
- Payroll software familiarity
- Leadership and Analytical Skills
- Mandarin Language Skills
- Tennis
- Golf
Leadership Experience
The Church of Jesus Christ of Latter-day Saints, Leeds, England, Full-Time Volunteer Representative, 09/15-08/17, Instructed 25+ volunteers for 14 months on time management and communication skills., Analyzed weekly key statistics for 32 people; constructed and delivered weekly reports to the organization president., Implemented a training program that yielded a 210% increase in humanitarian outreach., Served and integrated with people from over 50 nations learning about many different cultures.
References
References available upon request.
Timeline
Customer Lead
KPMG Spark
02.2022 - 09.2022
Intern
BANDER Wealth Management
04.2021 - 09.2021
Senior Consultant
ViewShift Partners
10.2020 - 03.2021
Team Leader, Intern
InstructMe
12.2018 - 04.2019
Bachelor of Science - Accounting
Brigham Young University – Marriott School of Business
Student Participant -
Institute for International Students, Nanjing University
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