James Robert Conlon
Medina,OH
Summary
To obtain a position where I can pair my accounting and finance skills with my strong people skills, positive attitude, and dedication to help an organization grow and reach new heights in the market in which they compete.
Overview
6
6
years of professional experience
Work History
Student Trainee
Defense Finance And Accounting Services (DFAS)
03.2022 - Current
- Provided accurate documentation in a timely manner to both internal and external customers
- Assisted other team members with their respective workload
- Collaborated with fellow interns/trainees about projects and learning elements
- Prepared various packages for recurring audit pulls and ticket requests by pulling, analyzing, and redacting key documents
- Ensured compliance standards are met and upheld during all key financial processes
- Uphold the standards of my audit support team and DFAS as a whole with my overall character and quality of work
U.S. Bank
11.2017 - 03.2022
- Provided high focused customer service- shown through customer service scores
- Assisted customers with their financial needs to the best of my knowledge and ability
- Referred customers to appropriate partners after uncovering additional financial needs
- Handled high cash flow transactions (i.e., deposits, withdrawals, payments, etc.)
- Delivered personalized recommendations to customer’s specific needs around our credit products and input applications
- Established a leadership role with the onboarding process of new hires as they begin their training
- Oversaw additional responsibilities including, but not limited to; processing overnight deposits, opening and closing the branch, preparing paperwork to be sent to proof processing and balanced all vaults and ATMs
- Coordinated with my manager to implement an operational control checklist to ensure that all daily tasks were completed daily
Education
Bachelor’s Degree - Accounting
Cleveland State University
Cleveland, OH03.2024
Associate Degree - Accounting And Finance
Cuyahoga Community College
Cleveland, OH03.2021
Padua Franciscan High School
Cleveland, OH03.2017
Skills
- Team Collaboration
- Training and Development
- Financial Management
- Customer Relations
- Effective and Professional Communication
- Critical Thinking and Analysis
- Microsoft Excel
Timeline
Student Trainee
Defense Finance And Accounting Services (DFAS)
03.2022 - Current
U.S. Bank
11.2017 - 03.2022
Bachelor’s Degree - Accounting
Cleveland State University
Associate Degree - Accounting And Finance
Cuyahoga Community College
Padua Franciscan High School
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