Summary
Overview
Work History
Education
Skills
Campus Community Involvement
Languages
Timeline
Generic

David Blakes

Jacksonville,FL

Summary

I have nearly 2 years of professional work experience in the finance and accounting sectors. Immediately after completing a BBA in Finance from the University of Georgia, I worked for Deloitte in Atlanta, Georgia. While at Deloitte, I was employed as an Engagement Financial Analyst within the G200 special intel sector where I managed a portfolio of government contracts nearing $9 million. My new role in Neptune Beach was as an accounting analyst for a small CFO services company called NAVIGATE. My primary task was providing support to senior management on aiding a client in the construction sector who lost over 50% of sales prior to my hire in Q3 of 2023. I helped this client integrate a sales tax SAAS software, provided a 2024 financial budget, weekly cash reports for business allocation, a monthly financial reporting packages, and correcting invoices.

Overview

7
7
years of professional experience

Work History

Accounting Analyst

NAVIGATE CFO Services
09.2023 - 03.2024
  • Primary client was Harbinger Sign within the construction industry who lost over 50% of sales in Q3 2023. I was tasked to aid senior management in getting Harbinger sign back to obtaining net profits greater than $0.00 for FY 2024. Also provided bank reconciliation aid for another client in construction: Avant Construction.
  • Used QuickBooks Online ,designed for small to medium sized businesses to perform accounting operations, FP&A, invoicing, and tax returns.
  • Constructed cash forecasting report to give senior management 5 week forecast on where to best allocate cash. Forecast was based off of week-end cash amounts and set company expenses
  • Constructed and helped present Monthly Financial reporting package to both NAVIGATE and Harbinger senior management
  • Constructed a Month-end Financial & Accounting checklist to review with clients VP of Finance and NAVIGATE senior management before financial review.
  • Along with senior management, implemented Avalara, a sales tax SAAS that automates sales tax filings and provides in-depth tax details on invoices. Coordinated with customer support for implementation and ad hoc issues

GPS Engagement Financial Analyst

Deloitte, LLP
07.2022 - 07.2023
  • Supported G200 Special Intel account under Defense, Security and Justice portfolio, which totaled $90 million and recorded highest DNP percentage in enabling areas at 9%
  • Managed a total of 6 engagements over course of Deloitte's 2023 fiscal calendar, which totaled almost $9 million in total contract value
  • Supported and collaborated with the GPS Contract Financial Team on different ad hoc engagement issues under the DS&J Portfolio
  • Performed routine revenue and cost forecasting processes, confirmed labor certifications, and conducted data analyses with assistance from IBM Cognos BI programs: FLEX, Costpoint and LEO Financial dashboard
  • Led initiative alongside senior management to instruct and implement an antiquated at-risk reporting process to faster identify revenue recognition issues within G200 account
  • Wrote news article for TEACH Times Newsletter hypothesizing correlation between crime levels and environmental revitalization in the following major US cities: Atlanta, Cincinnati and Philadelphia.

Front Desk Sales Associate

Palm Beach Sports Club
  • Worked the5:00-9:30 a.m opening shift with 0 absences or late showings
  • Handled routine member service tasks such as updating credit cards, collecting past due balances, and managing reservations
  • Provided high level of customer service and attentiveness to member and guest needs
  • Addressed any maintenance or equipment issues presented by members
  • Assisted management in administrative tasks such as billing calls and selling memberships
  • Sold close to 10 annual memberships and over 20 weekly passes to new members over course of summer.

Lifeguard

City of Palm Beach Gardens Recreation Center
01.2017 - 01.2020
  • Worked 6-1 opening duty shift which was reserved for only most trusted and experienced Lifeguards
  • Performed daily maintenance around pool such as cleaning, fixing equipment, landscaping, scheduling and general upkeep of city property
  • Respected highly by management and city officials for consistent excellence
  • Provided emergency rescue on 8-year-old child and received award by City
  • Red Cross training through CPR, Oxygen and AED certification courses.

Education

Bachelor of Business Administration - Finance

University of Georgia
Athens, Georgia
05.2022

Skills

  • Proficiency in Microsoft Excel, Word, and PowerPoint
  • Proficiency in QuickBooks Online knowledge
  • Financial planning & analysis, Accounting, Consulting
  • Avalara Sales tax SAAS ,
  • Advanced Contracts knowledge,
  • IBM Cognos Dashboard Services
  • Problem Solving and Team collaboration within Fortune 500 and a small-sized company

Campus Community Involvement

  • University of Georgia Club Water Polo, 2018, 2020, Represented UGA club water polo as a freshman and sophomore, Voted Freshman of the Year by team captains in 2018, Finished 1st in SEC regular season standings freshman year
  • Harper Archer Elementary School via Deloitte, Atlanta, Georgia, 01/2023, 05/2023, Helped instruct and implement a model Shark Tank competition for Ms. Warrens 3rd grade class at Harper Archer Elementary School in Atlanta, Georgia. Throughout the course of the year, my colleagues and I helped the kids learn the basics of starting a business and the principles of entrepreneurship. This concluded with a mock shark tank presentation with the kids pitching a lemonade business to a group of senior managers at Deloitte.

Languages

Spanish
Limited Working

Timeline

Accounting Analyst

NAVIGATE CFO Services
09.2023 - 03.2024

GPS Engagement Financial Analyst

Deloitte, LLP
07.2022 - 07.2023

Lifeguard

City of Palm Beach Gardens Recreation Center
01.2017 - 01.2020

Front Desk Sales Associate

Palm Beach Sports Club

Bachelor of Business Administration - Finance

University of Georgia
David Blakes