Jacob Estep
Keizer,OR
Summary
Results-driven accounting professional with experience in audit engagements, financial analysis, account reconciliations, and internal control testing. Proven ability to manage multiple priorities in fast-paced environments while maintaining accuracy and attention to detail. Adept at interpreting financial information, improving processes, and building strong working relationships with clients and stakeholders. Seeking an accounting position where audit experience can contribute to financial reporting, compliance, and business decision-making.
Overview
5
5
years of professional experience
Work History
Staff Accountant
Ernst & Young
09.2025 - Current
- Assisted in financial statement audits for clients in manufacturing.
- Performed substantive testing and analytical procedures on balance sheet and income statement accounts.
- Prepared and reviewed audit workpapers in accordance with Generally Accepted Accounting Principles (GAAP) and Generally Accepted Auditing Standards (GAAS).
- Examined supporting documentation for cash, accounts receivable, inventory, accounts payable, and revenue transactions.
Staff Accountant
Samaritan Health Services
04.2025 - 09.2025
- Assisted in evaluating processes related to Medicare, Medicaid, commercial insurance, and patient payments.
- Utilized data analytics and Excel-based tools to analyze large volumes of financial and operational data.
- Assisted in the preparation of management comments and communicated audit findings to senior team members.
Project Coordinator
Site Services Now
11.2024 - 04.2025
- Help create scheduled and timelines to make sure tasks are completed on time
- Identify potential problems before the happen and work with the team to find solutions
- Adjusted plans when unexpected challenges arises
Sales Associate
Xfinity
02.2024 - 11.2024
- Respond to customer inquiries
- Resolve customer complaints and issues in a timely and professional manner
- Process orders, returns, and exchanges
- Provide product information and recommendations to customers
Floor Coach
Shoot 360
08.2021 - 08.2023
- Mentored/Coached young kids through basketball
- Identify/respond to members behavioral issues, and report concerns to leadership
- Provided leadership to members and parents in all areas and acted as a role model in all areas of coaching. activities, including deadlines, punctuality, chores, rules, and sportsmanship
Bookkeeper
Parker Furniture
07.2021 - 09.2022
- Assisted in the accounting department: reconciled and filed sales reports
- Balanced customer orders
- Customer service: greeted customers entering the store
Education
Bachelor of Science - Accounting
Portland State University
Portland, OR06.2024
Skills
- Accounts receivable
- Income statements
- Generally accepted accounting principles
- GAAP accounting
- Intercompany transactions
- Inventory assessment
- Balance sheets
- Microsoft
- MS word, excel, and outlook
AWARDS/ACOLADES
Oregon 6A High School Basketball Beaverton High School:, 2018 – 1st Team All-State, Metro League Player of the Year, 1st Team All-Metro, McDonald’s All-American Nominee, MVP NW Shootout All Star Game, Single Season Scoring Record & Single Game Scoring Record at Beaverton High School, 2017 – 1st Team All Tournament, 2nd Team All-State, 1st Team All-Metro
Timeline
Staff Accountant
Ernst & Young
09.2025 - Current
Staff Accountant
Samaritan Health Services
04.2025 - 09.2025
Project Coordinator
Site Services Now
11.2024 - 04.2025
Sales Associate
Xfinity
02.2024 - 11.2024
Floor Coach
Shoot 360
08.2021 - 08.2023
Bookkeeper
Parker Furniture
07.2021 - 09.2022
Bachelor of Science - Accounting
Portland State University