- Camping
- Volunteering
- I enjoy cooking for friends and family gatherings
- Regularly practice mindfulness and meditation for overall wellness
- Road Trips
- Strategy Games
- Animal Care
- DIY and Home Improvement
- I like looking at the stars and learning about constellations
- Personal Development and Self-Improvement
Jacob Cook
Buffalo
Summary
Analytical and meticulous Financial Analyst with a focus on cash flow management and month-end closing processes. Experienced in leveraging Excel for data analysis to enhance financial performance and reporting efficiency.
Overview
8
8
years of professional experience
Work History
Financial Analyst
Legal Aid Bureau of Buffalo
Buffalo, NY
11.2024 - Current
- Analyzed financial data to support budgeting and forecasting processes.
- Prepared detailed reports on financial performance for management review.
- Processed reimbursements for all employees Mileage, Parking, and Out of Town Travels.
- Prepared and completed Payroll Biweekly for the entire organization which currently sits at a staff total of 170 and growing.
- Complete yearly inventory reconciliation for anything purchased, replenished, and utilized by employees then make sure there was no items missing or not accounted for.
- Deposit funds to M&T received from donors, grants or clients to the Bureau.
- Create check batches for clients to pay off their legal matters.
- Utilized Excel and financial software for data analysis and reporting tasks.
- Facilitated smooth month-end close processes by efficiently reconciling accounts and addressing discrepancies promptly.
Accounting Specialist
Visions Federal Credit Union
Vestal, NY
09.2022 - 11.2024
- Processed daily transactions with accuracy and attention to detail.
- Reconciled accounts to ensure financial integrity and consistency.
- Assisted in month-end closing procedures, enhancing reporting efficiency.
- Collaborated with team members to streamline accounting workflows.
- Developed and maintained financial spreadsheets using advanced Excel functions.
- Increased efficiency in accounts payable and receivable management, reducing processing time and minimizing errors.
- Reconciled account information and reported figures in general ledger by comparing to bank account statement each month.
- Coached, trained, and delegated tasks to 3 team members to meet specific department goals.
-
Sales Associate
Kohls Department Store
Vestal, NY
04.2019 - 09.2019
- Assisted customers with product selection and inquiries to enhance shopping experience.
- Processed transactions efficiently using point-of-sale systems, ensuring accuracy in cash handling.
- Maintained visual merchandising standards to promote sales and improve store aesthetics.
- Collaborated with team members to achieve weekly sales goals through effective product promotions.
- Trained new associates on customer service protocols and operational procedures for seamless integration.
- Resolved customer complaints promptly, enhancing satisfaction and loyalty through effective problem-solving skills.
- Organized racks and shelves to maintain store visual appeal, engage customers, and promote specific merchandise.
- Handled cash transactions efficiently while adhering to company cash handling policies, ensuring accuracy in all financial exchanges.
- Built relationships with customers to encourage repeat business.
- Prepared merchandise for sales floor by pricing or tagging.
- Maintained calm demeanor and professionally managed issues in busy, high-stress situations.
- Helped customers locate products and checked store system for merchandise at other sites.
- Answered customer questions about sizing, accessories, and merchandise care.
Setup Crew Member
Traditions at the Glen Resort and Conference Center
Johnson City, NY
03.2018 - 09.2019
- Coordinated setup and breakdown of event spaces to ensure timely readiness for functions.
- Operated various equipment and tools, maintaining safety protocols during setups.
- Assisted in inventory management, ensuring availability of supplies for events.
- Collaborated with team members to execute seamless transitions between event phases.
- Identified process improvements that enhanced efficiency during event preparations.
- Communicated effectively with clients to meet specific setup requirements and preferences.
- Maintained cleanliness and organization of work areas to support operational efficiency.
- Participated in clean up of venues after events and meetings by sweeping floors and taking out trash.
- Promoted a positive work environment through teamwork, mutual support, and strong communication among crew members.
Education
Bachelors in Business Administration - Business Administration And Management
Marywood University
Scranton, PA12.2021
Skills
- Microsoft Excel
- Financial and operational reporting
- Financial statement analysis
- Data collection & research
- Research and data analysis
- Excellent attention to detail
- Flexible team player
- Documentation skills
- Expert in customer relations
- General ledger accounting
- Cash flow management
- Strategic planning
Interests
Timeline
Financial Analyst
Legal Aid Bureau of Buffalo
11.2024 - Current
Accounting Specialist
Visions Federal Credit Union
09.2022 - 11.2024
Sales Associate
Kohls Department Store
04.2019 - 09.2019
Setup Crew Member
Traditions at the Glen Resort and Conference Center
03.2018 - 09.2019
Bachelors in Business Administration - Business Administration And Management
Marywood University