Summary
Overview
Work History
Education
Skills
Additional Information
Timeline
Generic

JUAN BAEZ

Philadelphia,PA

Summary

Highly-motivated employee with desire to take on new challenges. Strong worth ethic, adaptability and exceptional interpersonal skills. Adept at working effectively unsupervised and quickly mastering new skills.

Overview

4
4
years of professional experience

Work History

Senior Accountant

WithumSmithBrown
Philadelphia, PA
05.2023 - Current
  • Conducted fieldwork to gather evidence and support findings.
  • Completed risk-based audits of key business processes to keep internal controls operating effectively.
  • Evaluated financial records for compliance and accuracy.
  • Prepared detailed audit reports for management review.
  • Assisted in the preparation of quarterly SEC filings including Form 10-Qs and Form 10-Ks.
  • Managed and trained team members to enhance audit department performance and increase operational efficiency.

Associate

Holt McNally & Associates
Medford, NJ
06.2022 - 05.2023
  • Monitored and tracked expenses to keep business on track with financial targets.
  • Analyzed employee expenditures and company budgets to develop strategies to optimize spending.
  • Assessed accuracy, completeness and integrity of corporate financial records.
  • Adhered to audit standards and requirements by monitoring and improving accounting procedures.

INTERN

NATIONAL INTEGRITY TITLE AGENCY
Marlton, NJ
03.2022 - 05.2022
  • Assisted in the development of marketing materials, such as brochures, flyers, and promotional items.
  • Collaborated with team members to create a comprehensive social media strategy.
  • Created content for website pages, blog posts, and other online platforms.

Education

Bachelor of Science - ACCOUNTING

ROWAN UNIVERSITY
08.2022

Bachelor of Arts - ADVERTISING

ROWAN UNIVERSITY
08.2022

Skills

  • Problem-Solving
  • Verbal and Written Communication
  • Critical Thinking and Analysis
  • Data Gathering
  • Team Collaboration
  • Organizational Skills

Additional Information

  • Pi Kappa Alpha Fraternity
  • Social chair: Being in this position, I had to schedule a working event sheet for the week with other sororities and fraternities.
  • Finance Committee: Being in this position, I had weekly and monthly meetings discussing dues/events/ payment plans/ and other financial needs.
  • Risk Management: Being in this position, I had to make sure every event the fraternity does is safe and kept us out of any legal risk.

Timeline

Senior Accountant

WithumSmithBrown
05.2023 - Current

Associate

Holt McNally & Associates
06.2022 - 05.2023

INTERN

NATIONAL INTEGRITY TITLE AGENCY
03.2022 - 05.2022

Bachelor of Science - ACCOUNTING

ROWAN UNIVERSITY

Bachelor of Arts - ADVERTISING

ROWAN UNIVERSITY