SQL
Jake Filsinger
Westminster,CO
Summary
Former collegiate athlete and experienced Senior Accountant looking for a career change into Data Analytics and Data Science. Proven track record of performing work ethically while maintaining integrity of financial data. That has self educated in SQL, Python, and Tableau. While taking a boot camp from MIT for Applied Data Science.
Overview
4
4
years of professional experience
Work History
Senior Accountant
Gulftech International
07.2022 - 08.2023
- Reduced errors in financial statements through stringent review procedures and regular reconciliation of accounts.
- Generated monthly, quarterly, and yearly consolidated financial reports.
- Created weekly outstanding receivables and collections report. Created a monthly IT report for company and subsidiaries.
- Managed quarterly and annual tax filings for the company, ensuring timely submissions and compliance with regulations.
- Coordinated with various departments to gather financial data, ensuring accurate representation of each business unit''s performance.
- Analyzed financial statement discrepancies, identifying issues, and recommending corrective actions to prevent future occurrences.
- Ensured regulatory compliance with GAAP standards by staying current on updates and integrating changes into accounting practices as needed.
- Assisted in internal and external audits by preparing necessary documentation and responding to auditor inquiries.
- Partnered with auditors to track errors and add contributions to maintain accuracy.
Senior Fund Accountant
Gen II Fund Services
02.2019 - 06.2022
- Ensured compliance with regulatory requirements for funds by conducting thorough research and staying up-to-date on industry changes.
- Reduced errors in financial statements by meticulously reviewing and reconciling accounts on a regular basis.
- Supported timely completion of audits by providing accurate documentation and responding promptly to auditor inquiries.
- Maintained strong client relationships by addressing concerns promptly and providing comprehensive financial updates.
- Supervised junior accountants, providing mentorship and guidance to improve efficiency and accuracy of work.
- Developed training materials to enhance the skills of junior fund accountants, resulting in improved performance levels within the team.
- Managed daily cash reconciliation, ensuring proper handling of income distributions among investors.
Education
Bachelor of Science - Accounting And Finance
University of Nebraska Kearney
Kearney, Nebraska05.2018
Skills
- Financial Statement Review
- Expertise in Quickbooks, Alta Accounting, and Engagement
- GAAP Proficiency
- Generally Accepted Accounting Principles
Accomplishments
- Started as a walk-on worked to become a scholarship athlete and starter
- Balanced the life of being a full-time student and athlete
- Learned the importance of communication and teamwork
- Learned to dedicate long hours and work hard
- Learned the importance of self-critique and self-motivate
Collegiate Football Player - Offensive line
Software
Python
Tableau
Microsoft Office
Alta Accounting Software
Timeline
Senior Accountant
Gulftech International
07.2022 - 08.2023
Senior Fund Accountant
Gen II Fund Services
02.2019 - 06.2022
Bachelor of Science - Accounting And Finance
University of Nebraska Kearney