Daryl (DJ) DeWindt
Concord,NC
Overview
7
7
years of professional experience
Work History
Associate Auditor
Clifton Larson Allen (CLA)
Charlotte, NC, USA
10.2022 - 03.2025
- Conducted comprehensive financial statement audits for technology industries, ensuring compliance with accounting standards
- Assessed clients' internal control environments, identifying weaknesses that could lead to misstatements in financial reporting
- Identified potential fraud risks by conducting thorough investigations and analysis of financial data
- Assisted in planning work on assigned segments of audits
Personal Banker II
FIFTH THIRD BANK
Charlotte, NC, USA
01.2022 - 06.2022
- Assisted customers with account related issues as well as advised them on different lending options including secured and unsecured credit cards, loans, and lines of credit
- Handle cash deposits and withdrawals for customers
- Audit cash drawers for myself as well as other bankers at the end of business daily
Sales Manager
AMERICAN INCOME LIFE INSURANCE COMPANY
Charlotte, NC, USA
02.2018 - 12.2021
- Handled accounting duties within the organization that includes accounts payable and accounts receivable
- Maintained detailed spreadsheets about sales, team progression, and adjustments needed
- Managed a team of 20 representatives collaborating with them to outline goals and strategies needed to achieve projected monthly, quarterly, and yearly milestones
- Trained and developed new representatives into leadership roles
- Met with 10-15 clients weekly to discuss their benefit programs
- Developed strong interpersonal relationships and client satisfaction by scheduling clients to meet with their representatives
- Recruited qualified candidates and assisted in the hiring process of new representatives
Education
MBA - Accounting
Johnson & Wales University
Charlotte, NC08.2024
Bachelors Of Arts - Sports Management
Marietta College
Marietta, OH05.2016
Skills
- Excel
- Quickbooks
- PfX Engagement
- Sales
- Accounting
- GAAP
- Accounts receivable
- Financial statements
- Accounts Payable
Timeline
Associate Auditor
Clifton Larson Allen (CLA)
10.2022 - 03.2025
Personal Banker II
FIFTH THIRD BANK
01.2022 - 06.2022
Sales Manager
AMERICAN INCOME LIFE INSURANCE COMPANY
02.2018 - 12.2021
MBA - Accounting
Johnson & Wales University
Bachelors Of Arts - Sports Management
Marietta College