Summary
Overview
Work History
Education
Skills
Work Availability
Quote
Timeline
Generic

Aaron Glauber

Accoutant & Investment Advisor
Monroe,NY

Summary

Accountant successful in reviewing financial statements of small to mid-size corporations, ensuring their accuracy and financial health.
Investment advisor with experience in analyzing companies, identifying their strengths and weaknesses.

Overview

3
3
years of professional experience
3
3
years of post-secondary education

Work History

Bookkeeper

SDL Group
, NY
02.2022 - 02.2024
  • Maintained and processed invoices, deposits, and money logs.
  • Completed payroll for employees and maintained detailed records of procedures.
  • Identified accounting errors when cross-referencing documents and database information.
  • Recorded deposits, reconciled monthly bank accounts and tracked expenses.
  • Handled day-to-day accounting processes to drive financial accuracy.
  • Review vendor statements to fix errors.

Accountant

Cbuam CPA
Monroe, New York
10.2023 - Current
  • Reconciled and corrected issues with financial records.
  • Completed tax forms in compliance with legal regulations.
  • Reviewing Financial Statements

Education

Bachelor of Science Accounting-Eligibility For CPA Exam - Accounting

Cope Institute
Brooklyn, NY
06.2021 - Current

Series 65 - Investment Advisor

Kaplan Financial Education

Skills

  • Finance
  • Analyzing Companies
  • Reviewing accuracy and healthiness of financial statements
  • Quickbooks
  • Financial Planning

Work Availability

monday
tuesday
wednesday
thursday
friday
saturday
sunday
morning
afternoon
evening
swipe to browse

Quote

The way to get started is to quit talking and begin doing.
Walt Disney

Timeline

Accountant

Cbuam CPA
10.2023 - Current

Bookkeeper

SDL Group
02.2022 - 02.2024

Bachelor of Science Accounting-Eligibility For CPA Exam - Accounting

Cope Institute
06.2021 - Current

Series 65 - Investment Advisor

Kaplan Financial Education
Aaron GlauberAccoutant & Investment Advisor