Summary
Overview
Work History
Education
Skills
Unique Experiences
Timeline
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Jordan Whisler

Denver,CO

Summary

My name is Jordan Whisler, and I am a graduate of Azusa Pacific University. I am a double-major in Finance and Humanities with a minor in Accounting. From a young age, I have been fascinated with the movements of markets, stock trading, consumer investing, and chart analysis. Through self-taught principles, experienced gained in the classroom, and advice given from colleagues and professors in finance, I have developed a comprehensive understanding into what it means to work in the industry. I am eager to learn, easily taught, and strongly passionate about the world of Finance and Accounting.

Overview

3
3
years of professional experience

Work History

Finanical Analyst and Staff Accountant

KromaTiD, Inc.
02.2023 - Current
  • Created and managed Fixed Asset and IP depreciation schedules, updated monthly to reconcile the monthly close.
  • Confirmed orders with customers when new POs were received
  • Worked in and became proficient with Microsoft Excel, Quickbooks, Sharepoint, Outlook, Bill.com, LeaseGuru, and many more.
  • Created estimates and invoices on receipt of new POs.
  • Placed weekly lab orders over the phone and online, managing all purchases with an organized PO system.
  • Reconciled company-wide credit card transactions at the end of each month.
  • Managed our AR balance by contacting customers on a weekly basis regarding past-due invoices.
  • Reconciled and ran payroll on a bi-weekly basis.
  • Posted all bills received from services & products ordered - ran a custom-built bill pay report to determine where payments should be released.


Staff Accountant

Aduro Advisors
06.2022 - 01.2023
  • Working within the industry of venture capital and private equity firms, I provided fund-related services in the areas of accounting and reporting, fund operations, and investor relations.
  • Reconciled banking transactions and prepare journal entries in accordance with US GAAP in Xero.
  • Assisted in preparing quarterly financial statements.
  • Prepare draft investor correspondence in proprietary FundPanel system including capital contribution notices, distribution notices, quarterly reporting and capital account statements.
  • Maintained investor information, investment information, and other fund metrics in FundPanel system.
  • Maintained legal documents including formation documents, investment documents, and other relevant client information in Box.
  • Prepared and obtained documents for annual audit and tax processes.

Student Investment Fund President

Azusa Pacific University
08.2021 - 01.2022
  • Informed investment decisions by analyzing financial information to forecast business, industry, or economic conditions.
  • Monitored developments in the fields of industrial technology, business, finance, and economic theory.
  • Interpreted data on price, yield, stability, future investment-risk trends, economic influences, and other factors affecting investment programs.
  • Assigned over/underweight valuations to different stocks within our portfolio, and presented before the board.

Education

Bachelor of Science - Finance, Accounting, And Humanities

Azusa Pacific University
Azusa, CA
05.2022

Skills

  • Microsoft Excel
  • Salesforce
  • GAAP
  • Quickbooks
  • AP & AR experience
  • Fixed Asset Manager
  • Tax Law Comprehension
  • Relationship Development
  • Determined Problem-Solver
  • Process Improvements

Unique Experiences

  • Worked on a team in Paradise, CA. to help clean and rebuild homes and properties after the 2019 NorCal fire disasters.
  • Instructed and lead a week-long summer camping trip for 5th grade youth in San Diego.
  • Helped run and manage several Special Needs Christmas musicals at EV Free Church of Fullerton.
  • Instructed students over the course of four years at La Serna Youth Basketball Camp for children ages 8-14.
  • Entertained the elderly with piano pieces at retirement homes during the holidays.
  • Volunteered in homeless shelters and soup kitchens on Skid Row with teams from Azusa Pacific.
  • Azusa Pacific University Investment Club.
  • Mile High Disc Golf Club.

Timeline

Finanical Analyst and Staff Accountant

KromaTiD, Inc.
02.2023 - Current

Staff Accountant

Aduro Advisors
06.2022 - 01.2023

Student Investment Fund President

Azusa Pacific University
08.2021 - 01.2022

Bachelor of Science - Finance, Accounting, And Humanities

Azusa Pacific University

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