Jacob Dunnwald
San Clemente,CA
Overview
3
3
years of professional experience
Work History
Bookkeeper
Hear@thePier
07.2025 - Current
- Manage financial operations for a boutique hotel, ensuring accurate and timely bookkeeping processes.
- Process and pay vendor invoices, maintaining strong vendor relationships and cost efficiency.
- Set up and manage the company’s business account through Chase to streamline financial transactions.
- Administer bi-weekly payroll, ensuring compliance with labor laws and timely employee payments.
- Record and categorize all expenses accurately in accounting software to maintain up-to-date financial statements.
Finance and Accounting Intern
MOBILEMONEY
06.2022 - 06.2024
- Reviewed financial statements of a $35M (revenue) ATM and financial services company for accuracy by performing a tie-out to appropriate reconciliations
- Performed detailed account-level reviews of Ramp card expenses, assigning transactions to proper GL codes and verifying vendor classifications
- Conducted a thorough review of monthly expenses and suggested adjustments to the CEO and Controller, such as minimizing subscriptions to reduce overhead costs
- Demonstrated proficiency in utilizing the company’s financial software (QBO) and HR/record-keeping software (Zenefits)
- Automated monthly sales team commission payments and reports to the merchant portfolio in Excel by using VLOOKUP, SUMIFS, and other formulas
- Transitioned the company to paperless by organizing files and implementing an electronic system
- Automated and created detailed profit and loss reports for various customer accounts, leveraging spreadsheet sync to transfer information from QBO to Excel
Education
Accountancy
University of Colorado At Boulder
Boulder, COBachelor of Accountancy -
University of San Diego
05.2025
Skills
- Proficient in Microsoft Word, Excel and PowerPoint
- Knowledge of QuickBooks
Affiliations
- Member, Accounting Society, University of San Diego Fall 2023 – Present
- Member, Lambda Chi Alpha Fraternity Spring 2023 – Present
Community Service
Volunteer, Youth basketball coach, Beach cleanups, Elementary school tutor.
Timeline
Bookkeeper
Hear@thePier
07.2025 - Current
Finance and Accounting Intern
MOBILEMONEY
06.2022 - 06.2024
Accountancy
University of Colorado At Boulder
Bachelor of Accountancy -
University of San Diego
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