Jacob Battiest
Sam's Club
TULSA,OK
1
Certification
14
years of professional experience
Results-driven professional with expertise in client relationship building, office management, and document preparation. Experience in implementing company policies, organizational systems, and financial operations to meet the need of clients.
Work History
On-Call Branch Office Administrator
2 Months- Supported financial advisors by preparing client documentation and managing appointment schedules.
- Assisted in processing transactions, ensuring compliance with regulatory guidelines and company policies.
- Implemented office organization systems to enhance accessibility of client information and resources.
- Managed daily office operations and ensured efficient workflow within branch environment.
Freight Flow Associate
10 Months- Supported merchandising efforts by arranging product displays according to company standards.
- Assisted in maintaining inventory accuracy through regular stock checks and organization.
- Streamlined inventory management processes, reducing waste and ensuring optimal stock levels were maintained.
- Forklift operations, focusing on safety protocols.
Contracted Tax Preparer
1 Year 3 Months- Prepared individual and business tax returns using advanced tax software.
- Conducted thorough reviews of client financial documents for accuracy and completeness.
- Assisted clients in understanding tax liabilities and deductions applicable to their situations.
- Maintained up-to-date knowledge of tax laws and regulations to ensure compliance.
Class A CDL Driver
4 Years 11 Months- Operated Class A vehicles to transport waste materials safely and efficiently.
- Conducted pre-trip and post-trip vehicle inspections to ensure compliance with safety standards.
- Maintained accurate logbooks documenting hours of service and delivery schedules.
- Adhered to local, state, and federal transportation regulations for waste management operations.
Class A CDL Driver/Helper
2 Years 11 Months- Operated Class A vehicles to transport goods safely and efficiently across designated routes.
- Conducted pre-trip inspections to ensure vehicle safety and compliance with regulations.
- Maintained accurate logs of deliveries, mileage, and fuel usage as per DOT requirements.
- Collaborated with dispatchers to optimize delivery schedules and routes for increased efficiency.
Relief Assistant
6 Years 4 Months- Coordinated daily operations to ensure seamless service delivery and customer satisfaction.
- Managed inventory levels, ensuring stock availability aligned with demand forecasts.
- Streamlined communication between departments to enhance workflow efficiency.
- Assisted in training new staff on operational procedures and company policies.
- Processed customer transactions efficiently using point-of-sale systems.
- Maintained accurate cash drawer through diligent monitoring and reconciliation.
Education
High School Diploma
No Degree - Business Administration
No Degree - Accounting And Finance
No Degree - Accounting
No Degree - Financial Analysis
Skills
Document preparation
Preparing reports
Document organization
Appointment scheduling
Administrative support
Client relationship building
Customer engagement
Certification
- Certification in Accounting
- Certification in Bookkeeping
- Certification in Accounts payable/receivable
Timeline
On-Call Branch Office Administrator
Edward Jones
06.2026 - CurrentRead More
Freight Flow Associate
Sam's Club
10.2025 - CurrentRead More
Contracted Tax Preparer
APLG Taxes
02.2025 - 05.2026Read More
Class A CDL Driver
Waste Managment
07.2020 - 06.2025Read More
Class A CDL Driver/Helper
Anheuser-Busch
07.2017 - 06.2020Read More
Relief Assistant
QuikTrip Corporation
04.2012 - 08.2018Read More
Oklahoma State University
No Degree from Business Administration
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Sperry Public School's
High School Diploma
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Tulsa Community College
No Degree from Accounting And Finance
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Tulsa Tech
No Degree from Accounting
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Purdue Global
No Degree from Financial Analysis
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