Jesse Rohrs
Fort Myers,FL
Summary
Detail-oriented team player with strong organizational skills. Ability to handle multiple projects simultaneously with a high degree of accuracy.
Overview
7
7
years of professional experience
1
1
Certification
Work History
Revenue Operations Executive
IRIS
10.2023 - Current
- Maintain and develop the Salesforce environment
- Proved successful working within tight deadlines and a fast-paced atmosphere
- Set up and controlled user access levels across databases to protect important data.
- Internal training via the web and in person
- Set clear goals to monitor targets and offered real-time input on performance and motivation.
- Collaborated on operational support tasks to achieve common goal.
- Implemented security measures to protect vital business data.
Onboarding Consultant
AccountantsWorld
12.2019 - 10.2023
- Maintain and nourish customer relationships with accountants
- Perform training internally and externally
- Deliver live webinars on a bi-weekly basis
- Assist with customized integrations
- Collaborate with team members to optimize customer success
- Revamped the webinar process and created new guides to handout to attendees
- Assist the sales team on demos for more in depth discovery
Staff Accountant
Kirkiles & Kotiadis LLP
01.2019 - 11.2019
- Maintained relationships with clients focused in the restaurant business
- Collected and arranged financial information and entered details into Accounting Power.
- Monitored accounts receivable, accounts payable and other account balances to track transactions, avoid discrepancies and maintain accuracy.
- Prepared and processed journal entries to record in general ledger and maintain consistent documentation.
- Prepared tax returns to summarize transactions of calendar year and comply with laws and regulations.
Junior Accountant
S.A. Koenig & Associate CPA
01.2017 - 11.2018
- Prepared journal entries and entered into system using QuickBooks
- Assisted with preparation of monthly financial statements.
- Reconciled month-end totals for timely and accurate reporting of financial information.
- Generated and submitted invoices based upon established accounts receivable schedules and terms.
- Utilized tax software to prepare tax returns.
Education
Bachelor of Science - Accounting
SUNY College At Old Westbury
Old Westbury, NY12.2018
Skills
- Problem-Solving
- Verbal Communication
- Teamwork and Collaboration
- Data Management
- Financial Management
- Cost Analysis and Savings
Certification
Salesforce Admin Certified
Salesforce Sales Cloud
Microsoft Office Suite
Accounting Power
Payroll Relief
QuickBooks
Go-To-Webinar
Lacerte
Timeline
Revenue Operations Executive
IRIS
10.2023 - Current
Onboarding Consultant
AccountantsWorld
12.2019 - 10.2023
Staff Accountant
Kirkiles & Kotiadis LLP
01.2019 - 11.2019
Junior Accountant
S.A. Koenig & Associate CPA
01.2017 - 11.2018
Bachelor of Science - Accounting
SUNY College At Old Westbury
Salesforce Admin Certified
Salesforce Sales Cloud
Microsoft Office Suite
Accounting Power
Payroll Relief
QuickBooks
Go-To-Webinar
Lacerte
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