QuickBooks Online
Jonathan Hawn
Meridian,ID
Summary
Experienced Financial Specialist with 8+ years of expertise in finance and banking services. Skilled in identifying effective solutions for complex situations and delivering exceptional service for various requests. Strong time management and attention to detail for high-quality work. Proficient in building meaningful connections with clients and consistently exceeding expectations. Committed to regulatory compliance and prioritizing client's best interests.
Overview
9
9
Years of professional experience
3
3
Certifications
Work History
Enterprise Case Management
Wells Fargo
02.2023 - 12.2024
- Served as case coordinator, assuming responsibility for complex, high-volume assignments and guiding endeavors to successful completion.
- Formally mentored new case managers and service coordinators, answering questions, offering opportunities to shadow and observe and explaining information about company procedures and financial practices.
- Made appropriate referrals, monitored client services in appropriate time frames, and documented services provided.
- Investigated and resolved accounting, service and delivery concerns.
Board Member and Treasury Specialist
Satellite Gaming, Inc
02.2022 - 09.2024
- Build volunteer position as company establishes itself as Christian non-profit organization.
- Formulate recommendations and data analysis to help make informed decisions.
- Collaborated with other board members to develop and execute programs and initiatives to advance organizational mission.
- Assisted with development of organizational budgets and resource allocation plans.
- Prepared and presented reports to inform board on organizational progress and goals.
Premier Banking Customer Success Specialist
Wells Fargo Bank
01.2016 - 01.2016
- Service clients to solve and answer complex situations with high value and premier relationships and products involving empathy, customer experience, and rapport.
- Facilitated training of representatives between departments and conducted meetings and training in place of leadership.
- Perform maintenance on large varieties of products to better suit clients’ needs and help clients to better achieve financial success among an ever-changing environment.
- Responded to customer requests for products, services, and financial information.
- Cultivated and maintained strong relationships with customers to ensure a positive customer experience.
- Contribute and creating ideas involving risk management to fulfill the need of keeping clients and the business secure.
Education
Associate of Arts - Business Management And Accounting
05-2024
- Dean's List Spring 2021 through Spring 2024
- 4.0 GPA
Skills
- Accurate and detail-oriented
- Critical thinking
- Verbal and written communication
- Problem solving
- Independent accountability
- Multitasker
- Project management
- Organization
- Teamwork
- Case assessment
- Regulatory Compliance
Why I Want to Be Here
I am seeking the opportunity to expand my knowledge as I continue to advance in my accounting career. Having achieved my Associate's Degree for and continuing to a Bachelor's Degree, I am working to gain direct accounting experience. I recognize how Alturas CPA provides peace of mind and quality experiences to clients, while maintaining high standards of ethics and values. Recognizing this, I would like to be a part of that while earning experience for my accounting career.
Websites
Certification
- Intuit QuickBooks Online Certified User
- Microsoft Office Specialist Word Certification 2019
- Microsoft Office Specialist Excel Certification 2019
Work Availability
monday
tuesday
wednesday
thursday
friday
saturday
sunday
morning
afternoon
evening
swipe to browse
Work Preference
Work Type
Full TimeImportant To Me
Career advancementSoftware
Timeline
Enterprise Case Management - Wells Fargo
02.2023 - 12.2024
Board Member and Treasury Specialist - Satellite Gaming, Inc
02.2022 - 09.2024
Premier Banking Customer Success Specialist - Wells Fargo Bank
01.2016 - 01.2016
College of Western Idaho - Associate of Arts, Business Management And Accounting