Summary
Overview
Work History
Education
Skills
Certification
Timeline
Generic

Jonathan Cavalli

Linden,NJ

Summary

Flexible and motivated worker excited about leveraging my bookkeeping and financial skills to help Electronic Marine Systems maintain fiscal discipline as they grow. My internship with Accounting Analytics has cultivated my high-quality bookkeeping practices, and now I am eager to hone and grow those practices for a larger company.

Overview

12
12
years of professional experience
1
1
Certification

Work History

Bookkeeping Intern

Accounting Analytics LLC
Farmington, UT
02.2024 - 02.2024
  • Performed historical bookkeeping for assigned client for calender year 2021.
  • Properly categorized all imported transactions in Quickbooks, ensuring accuracy at the end of each month.
  • Prepared and sent accurate monthly reports (balance sheet, statement of cash flows, and profit & loss) to supervisor.

Investment Fulfillment Analyst/Investor Deficiency Associate

Homebridge Financial Services
Iselin, NJ
06.2012 - 06.2023
  • Performed internal review of closed mortgage loans for possible underwriting issues; if necessary, added corrections to be made and any additional documentation requirements into internal underwriting system
  • Prepared accurate and reliable daily reports to be distributed to underwriting teams, department managers, and executive management detailing all outstanding file corrections
  • Prepared and reviewed all files requested for audit by Fannie Mae and Freddie Mac per their documentation requirements
  • Prepared, reviewed, and delivered loans to their assigned investor for purchase per their documentation requirements
  • Eagerly assisted department manager and co-workers on miscellaneous tasks as needed.

Education

Bachelor's degree - Accounting

Kean University
12.2010

Skills

  • Microsoft Office
  • Journal Entries
  • General Ledger Accounting
  • Accounts Payable
  • Double entry bookkeeping
  • Accounts receivable
  • QuickBooks

Certification

  • NACPB - Bookkeeper Certification, 06/01/2023, Present
  • NACPB - Fundamental Payroll Certification, 07/01/2023, Present
  • NACPB - Quickbooks Online Certification, 08/01/2023, Present
  • NACPB - Accounting Principles, 09/01/2023, Present

Timeline

Bookkeeping Intern

Accounting Analytics LLC
02.2024 - 02.2024

Investment Fulfillment Analyst/Investor Deficiency Associate

Homebridge Financial Services
06.2012 - 06.2023

Bachelor's degree - Accounting

Kean University
Jonathan Cavalli