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 TimeLocation Preference
On-SiteRemoteHybridImportant To Me
Career advancementCompany CultureTeam Building / Company RetreatsWork History
Accounting Assistant
Equitable Student Learning Centred
Downey, CA
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
Fullerton, 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
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
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
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