Jacob Medeiros
San Diego,CA
Summary
Dynamic professional with a proven track record, adept in workflow optimization and customer service. Excelled in enhancing order processing efficiency and elevating customer satisfaction. Skilled in document management and strategic planning, consistently surpassing goals with a keen focus on quality and operational excellence.
Overview
6
6
years of professional experience
Work History
Accountant
Fides Wealth Strategies Group
08.2023 - 09.2025
- Managed month-end closing processes ensuring accuracy in financial reporting
- Prepared detailed financial statements and reports for management review
- Conducted variance analysis to identify discrepancies and support decision-making
- Collaborated with cross-functional teams to streamline budgeting and forecasting processes
- Documented cash, credit, fixed assets, accrued expenses, and line of credit transactions.
Order Entry and Production Swing
Stone Impressions
09.2021 - 05.2023
- Monitored inventory levels closely, alerting relevant departments to potential shortages or surplus stock situations.
- Maintained accurate records of all orders processed daily/weekly/monthly basis for reporting purposes and analysis of trends.
- Established best practices for order processing and documentation, ensuring a consistent approach across the team.
- Consistently met or exceeded departmental goals for order processing times, contributing to overall company success.
- Provided exceptional customer service both internally and externally by addressing concerns quickly and professionally at every stage of the ordering process.
Warehouse Associate
Foresight Sports
04.2019 - 07.2021
- Prepared orders for shipment by picking, packing, and labeling merchandise.
- Worked safely around moving machinery.
- Collaborated with team members to achieve daily targets and complete tasks efficiently.
- Performed inventory control, such as counting, and stocking merchandise.
- Displayed adaptability by taking on various roles within the warehouse as needed, including receiving, shipping, or inventory control duties.
- Operated various types of equipment such as forklifts, pallet jacks, or hand trucks safely while moving products throughout the facility.
- Supported quality control efforts by conducting inspections and identifying areas for improvement.
Education
High School Diploma -
Valhalla High School
San Diego, CA07.2018
Skills
- Customer service focus
- Workflow Optimization
- Sales Support
- Document Management
- Data Entry
- Strategic Planning
- Electronic Filing Systems
Timeline
Accountant
Fides Wealth Strategies Group
08.2023 - 09.2025
Order Entry and Production Swing
Stone Impressions
09.2021 - 05.2023
Warehouse Associate
Foresight Sports
04.2019 - 07.2021
High School Diploma -
Valhalla High School