Summary
Work Preference
Work History
Education
Skills
Languages
Timeline
Joseph Macias

Joseph Macias

Downey,CA
Judge a man by his questions rather than his answers.
Voltaire

Summary

Personal Attributes

  • Technical Proficiency: Proficiency in Microsoft Excel, Word, Access, Outlook for data analysis and financial modeling.
  • Attention to Detail: The ability to spot errors and ensure accuracy in financial records.
  • Analytical Thinking: The capacity to interpret financial data, identify trends, and make informed decisions.
  • Communication Skills: Ability to clearly communicate financial information to non-accounting professionals, both in writing and verbally.
  • Ethics and Integrity: Upholding ethical standards and maintaining confidentiality in financial matters.
  • Strong Organizational Skills: Ability to manage multiple tasks and deadlines efficiently.
  • Problem-Solving Ability: Resourcefulness in identifying and solving financial discrepancies or challenges.
  • Continuous Learning: Commitment to staying updated with changes in tax laws, accounting standards (e.g., GAAP, IFRS), and financial regulations.

Professional Development

  • Mentorship: Learning from experienced professionals in the field to gain insights and career guidance.

Work Preference

Work Type

Full Time

Work Location

On-SiteRemoteHybrid

Important To Me

Career advancementCompany CultureTeam Building / Company Retreats

Work History

Accounting Assistant

Equitable Student Learning Centred
Downey, California
06.2021 - Current
  • Received and adjusted accounts payable and receivables.
  • Coordinated with other departments.
  • Maintain financial statements in accordance with GAAP.
  • Receive and review vendor billing.
  • Prepare year end reports.
  • Making adjustments to journal entries.
  • Audits

Finanical Analyst

William Kewl
Los Angeles, CA
03.2023 - Current
  • Identity client's needs and developed a plan to meet those needs.
  • Managed investment portfolio
  • Explain benefits and risks to client.
  • Educated Client on products.
  • Regularly meet with client to better fit their desire.

Education

Bachelor of Arts - Business Administration

California State University - Fullerton, Fullerton, CA
12.2023

Relevant Coursework:

  • Business Ethics
  • Marketing Strategies
  • Organizational Behavior
  • Principles of Management
  • Innovation and Operations Management
  • Financial Accounting and Business Finance

Associate of Arts - Economics

Cerritos College, Norwalk, CA
08.2019
  • 3.8 GPA
  • Honoree of Magna Cum Laude
  • Dean's List 2017, 2018 and 2019 Semesters


Relevant Coursework:

  • Principles of Microeconomics & Macroeconomics
  • Mathematics for Economics
  • Environmental Economics
  • International Economics
  • Statistics


Associate of Arts - Liberal Arts And Sciences: Behavioral Science

Cerritos College, Norwalk, CA
08.2019
  • 3.8 GPA
  • Honoree of Magna Cum Laude
  • Dean's List 2017, 2018 and 2019 Semesters


Relevant Coursework:

  • Cultural Diversity and Cultural Competence
  • Statistics for Behavioral Sciences
  • Research Methods in Behavioral Science
  • Psychology and Sociology

Skills

  • Financial Management
  • Communication
  • Employee Motivation
  • Analytical Thinking
  • Documentation And Reporting
  • Project Management
  • Business Development
  • Business Administration
  • Problem-Solving
  • Teamwork and Collaboration
  • Dependable and Responsible
  • Computer Skills

Languages

Spanish
Native or Bilingual

Timeline

Finanical Analyst - William Kewl
03.2023 - Current
Accounting Assistant - Equitable Student Learning Centred
06.2021 - Current
California State University - Fullerton - Bachelor of Arts, Business Administration
Cerritos College - Associate of Arts, Economics
Cerritos College - Associate of Arts, Liberal Arts And Sciences: Behavioral Science
Joseph Macias