Jonathan McGrath
Port Jefferson Station,NY
Summary
Skilled accounting professional with strong background in financial reporting, reconciliations, and audits. Adept at leveraging analytical skills and accounting software to drive accuracy and efficiency. Known for effective teamwork, adaptability, and delivering consistent results. Strong communicator with focus on compliance and process improvement.
Overview
8
8
years of professional experience
Work History
Accountant and Consultant
Cerini & Associates
03.2022 - Current
- Plan, perform and lead audits
- Conduct comprehensive testing procedures for various audit sections, including cash, revenue, expenses, fixed assets, debt, accounts payable and accounts receivable.
- Collaborate with senior executives to ensure efficient execution of audit tasks by mandated deadlines.
- Train junior staff on general accounting, software applications, best practices, fostering a culture of continuous learning and professional development.
- Performed balance sheets, prepped financial statements, and drafted cost reports for clients
- Analyzed general ledger activity and journal entries. Assisted with bookkeeping and audit preps for external auditors.
Internship Sales Assistant
Atlantic Group Plans
06.2020 - 08.2021
- Increased sales by building strong customer relationships and providing excellent service.
- Collaborated with team members to achieve sales targets and improve store performance.
Sales Consultant and Data Analyst
New York Sports Club
06.2017 - 04.2020
- Collaborated with managers to recommend operational sales changes to maximize revenue.
- Acquired new customer accounts through perseverance, dedication and great customer service.
Education
MBA - Financial Management
Stony Brook University
Stony Brook, NY12-2021
Bachelors in Business - Business Management
Stony Brook University
Stony Brook, NY05-2020
Skills
- Client Financial Consulting & Analysis: Expertise in providing financial consulting and analysis for clients
- Problem-Solving & Teamwork: Strong problem-solving skills, teamwork, communication, and managerial abilities; personable and approachable
- Financial & Accounting Software: Extensive knowledge of financial and accounting software, including QuickBooks and FundEz; proficient in Microsoft products
- Technical Proficiency: Excel certified through LinkedIn Learning; skilled in financial coding with RStudio, WEKA, and Python
- Leadership & Organizational Skills: Strong leadership and organizational skills; possess a strong work ethic, critical-thinking ability, and excel in team environments
Timeline
Accountant and Consultant
Cerini & Associates
03.2022 - Current
Internship Sales Assistant
Atlantic Group Plans
06.2020 - 08.2021
Sales Consultant and Data Analyst
New York Sports Club
06.2017 - 04.2020
MBA - Financial Management
Stony Brook University
Bachelors in Business - Business Management
Stony Brook University
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