Josiah Fuller
Norman,,OK
Summary
Undergraduate student with a focus on financial reporting and regulatory compliance, seeking to apply skills and continue accumulating hours for CPA certification.
Overview
5
5
years of professional experience
Work History
Wealth and Asset Management Launch Intern
Ernst & Young
06.2025 - 08.2025
- Prepared, organized, and tested key tax and audit documents to support for PE hedge funds and credit fund engagement workflows. AICPA checklist.
- Created and maintained Excel workbooks, including rolling forward prior-year files.
- Updated workpapers and manager comments to ensure accurate and timely documentation.
- Revised audit flowcharts, disclosures, and control narratives using prior-year information and linked to company systems to insure accuracy.
Wealth Management Intern
Overflow Wealth Management
06.2024 - 05.2025
- Gained familiarity with financial regulations and compliance requirements affecting investment management
- Conducted detailed reviews of financial statements and reports to ensure correctness and completeness
- Implemented exit strategies for clients to transition out of investments
- Managed multiple tasks and projects simultaneously, adhering to deadlines and maintaining high-quality outputs
University of Oklahoma Food Services
HteaO Tea Services
08.2022 - Current
- Located and targeted potential customers with successful cold-calling techniques.
- Tracked and measured sales activity using mobile technology, reporting sales of $3,000-$8,000 daily.
- Worked in a team environment to maintain high levels of productivity in top restaurant on campus.
- Maintained composure and work quality while under stress.
Customer Service Representative
Qdoba Mexican Eats
04.2021 - 05.2023
- Successfully managed budgets and allocated resources to maximize productivity and profitability bringing in $8,000-$13,000 daily.
- Collaborated with upper management to improve customer service processes and support structures company-wide.
- Leveraged data and analytics to make informed decisions and drive business improvements.
Education
Bachelors of Business Administration - Accounting
University of Oklahoma
Norman, OK12-2027
Timeline
Wealth and Asset Management Launch Intern
Ernst & Young
06.2025 - 08.2025
Wealth Management Intern
Overflow Wealth Management
06.2024 - 05.2025
University of Oklahoma Food Services
HteaO Tea Services
08.2022 - Current
Customer Service Representative
Qdoba Mexican Eats
04.2021 - 05.2023
Bachelors of Business Administration - Accounting
University of Oklahoma
Skills & Affiliations
- Skills: Excel & SQL Fluency, Finance & Expense Reporting, Large Language Models, Firm-Specific Workflow (Internal/External), Documentation, and Partner-Related applications, Knowledge of Systems and Organizational Controls (SOC) and Internal Control Frameworks.
- Clubs: Former Arabic club VP & Arabic Student Association, Investment & Wealth management, Beta Alpha Psi Accounting fraternity.
- Human outreach: Visited 10 countries in 3 years with Antioch Community Church
- Languages: Arabic, Spanish.