Work Preference
Summary
Overview
Work History
Education
Skills
Contact
Timeline
Generic
Open To Work

Josiah Davies

San Diego,CA

Work Preference

Job Search Status

Open to work
Desired start date: Immediately

Desired Job Title

Cash Management SpecialistAccountant

Work Type

Full TimePart TimeContract WorkSeasonal WorkGig Work

Location Preference

RemoteHybridOn-Site
Location: San Diego, CA, USValley Center, CASan Marcos, CA
Open to relocation: Yes

Salary Range

$52000/yr - $200000/yr

Summary

I am not afraid of hard work. I have worked since I was a child, shoveling manure, stacking hay bales, and weed whacking every summer. No job is beneath me! I love computer work, I am very knowledgeable with computers, I have built two computers and worked for four years with TD Ameritrade/Charles Schwab doing computer work.

Overview

5
5
years of professional experience

Work History

Tour Guide/Construction Worker

A Simpler Time Alpacas & Mill
San Diego, CA
12.2025 - Current
  • Conducted engaging tours of up to 16 people on tours of the alpacas, petting zoo and fiber mill.
  • Constructed fences, put in retaining walls and built structures for the petting zoo.

Cash Management Specialist

TD Ameritrade/Charles Schwab
San Diego, CA
08.2021 - 04.2025
  • Processed Checks, Outgoing Domestic/International Wires, ACH’s, Management Fees, Management Fee Reversals, Roth Conversions, Internal Transfers, Cancel Rebills, Simple IRA funding and disbursing, and Incoming Wires for clients.
  • Made outbound phone calls to clients and financial advisors to inform them that their work is not in good order and assist them with fixing the issue that is preventing us from processing their work.
  • Managers would consistently ask me to process an escalation because they could count on me to process it quickly and accurately.
  • Mentored multiple individuals. Answering their questions and teaching them how to process the difficult work items.

Education

Bachelor of Science - Finance

Grand Canyon University
Phoenix, AZ
01-2021

Associate of Arts - Spanish

Cuyamaca College
El Cajon, CA
01-2019

Associate of Science - Business Economics

Cuyamaca College
El Cajon, CA
01-2019

Skills

  • Microsoft Suite proficiency
  • Budgeting
  • Organization
  • Time management
  • Exceptional communication
  • Critical Thinking
  • Problem-Solving
  • Teamwork
  • Excellent with Computers
  • Presentation skills
  • Public speaking

Contact

  • Address: San Diego, CA, 92021
  • Phone: (619) 340-8189
  • E-mail: josiahdavies1999@gmail.com
  • LinkedIn: linkedin.com/in/josiah-davies-217007147

Timeline

Tour Guide/Construction Worker

A Simpler Time Alpacas & Mill
12.2025 - Current

Cash Management Specialist

TD Ameritrade/Charles Schwab
08.2021 - 04.2025

Associate of Arts - Spanish

Cuyamaca College

Associate of Science - Business Economics

Cuyamaca College

Bachelor of Science - Finance

Grand Canyon University

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Josiah Davies