Julian Coppertino
2841 South 8th Street Philadelphia,Pennsylvania
Summary
Highly motivated and ambitious Business Administration graduate from Neumann University with a minor in finance. Moderate experience in the financial services industry as well as accounting, and insurance. Tendency to be a precisionist or and detail oriented. Very tenacious, resourceful, and creative, along with ability to be learning agile or versatile. Committed to professional development, as well as the betterment of public welfare and benefiting or refining overall community.
Overview
7
7
years of professional experience
Work History
Project Accountant
South State Inc.
10.2023 - 12.2023
- Performed cost accounting and preparation for cost packages in order to submit to client
- Corresponded directly with Project Engineer for review of cost tracking and record keeping
- Performed data entry for force accounts from subcontractors
- Reviewed and audited force accounts to ensure accuracy and correction of any errors or discrepancies
- Assisted Project Engineer during weekly meetings with client
Service Representative
Sedgwick
03.2023 - 07.2023
- Successfully completed training program
- Augmented customer service skills by having to articulately converse with associates (clients) as well as multi-tasking
- Displayed adaptive versatility in an unfamiliar work environment
- Exhibited ability to work at a rapid pace in an accelerated company operation by taking consecutive phone calls from beginning to end of shift
- Filed new FMLA and Short-Term Disability claims for associates (clients) while also investigating and resolving issues for existing claims
- Expediently notated each phone call taken
- Abided by stringent call center adherence policies by following meticulously structured work schedules which varied daily
Client Relationship Associate
Vanguard
10.2022 - 02.2023
- Obtained SIE FINRA License
- Fulfilled licensing and onboarding obligations
- Worked well with others during intense daily study preparation
- Amassed bountiful knowledge of the securities industry.
Server
The Union League Golf Club At Torresdale
05.2021 - 08.2021
- Worked alongside experienced and distinguished food service members at one of the most esteemed private clubs in the Philadelphia Area
- Gained knowledge of various gourmet dishes, fine dining practices and etiquette.
Project Management Assistant Internship
SPN Companies
01.2021 - 04.2021
- Performed financial audits on company statements
- Notated daily company activities
- Assisted in the coordination of company projects and direction
- Developed and refine skills such as interpersonal, and cultivating new relationships with various parties
- Garnered experience with understanding the internal operations of a business.
Server
Caffe Valentino
04.2019 - 02.2021
- Commended by supervisor for hard work ethic and willingness to work additional shifts
- Provided excellent service at a busy restaurant and was able to multitask serving and delivering as needed
- Knowledgeable about menu items in order to provide best customer service.
Server
Chili’s Bar and Grill
11.2018 - 01.2019
- Noted for perfect attendance at work
- Depended upon to train other employees
- Maintained high level of customer service awarded by company via customer survey responses
- Problem solving for customer service.
Food Runner
Chickie’s and Pete’s
11.2016 - 02.2018
- Never missed a shift while also attending high school and maintaining high GPA
- Demonstrated leadership abilities
- Facilitated training of new staff members.
Assistant Maintenance
Sunrise of Philadelphia
06.2016 - 08.2016
- Successfully fulfilled several beautification goals on the grounds of an inner-city high school
- Assembled furniture for classrooms
- Improved the garden area and grounds of the high school.
Education
Bachelor of Science in Business Administration - Business Administration
Neumann University
Aston, PA05.2022
High School Diploma - Studio Arts
String Theory High School
Philadelphia, PA06.2018
Skills
- Well-Versed in Microsoft Word and Excel
- Experience with various applications such as QuickBooks, SAP ERP, and Workday
- General computer and software literacy
- General knowledge of the financial services/securities industry as well as financial markets principles and concepts
- General acumen of accounting principles and fundamentals for financial and cost accounting
- Experience with auditing and analysis of financial statements
- Customer service and consultation
- Excellent interpersonal and communication skills
- Creative and strategic problem solver
- Outstanding with writing and professional correspondence
- Novice in French language
Affiliations
- Member of National Society of Leadership and Success
- Member of National Italian American Foundation
Community Service
Project HOME- Philadelphia, PA
- Prepared meals for those in need
- Engaged in outreach activities that provided food and shelter for those in need
- Bolstered support for the organization via dedicated time to phone bank
Hobbies
- Piano player/musician and music enthusiast
- Creative Writing
- Cinephile and Collector
- USA Boxing member/training and physical conditioning
- Ice hockey
- Sketching
- Skating/Surf
Timeline
Project Accountant
South State Inc.
10.2023 - 12.2023
Service Representative
Sedgwick
03.2023 - 07.2023
Client Relationship Associate
Vanguard
10.2022 - 02.2023
Server
The Union League Golf Club At Torresdale
05.2021 - 08.2021
Project Management Assistant Internship
SPN Companies
01.2021 - 04.2021
Server
Caffe Valentino
04.2019 - 02.2021
Server
Chili’s Bar and Grill
11.2018 - 01.2019
Food Runner
Chickie’s and Pete’s
11.2016 - 02.2018
Assistant Maintenance
Sunrise of Philadelphia
06.2016 - 08.2016
Bachelor of Science in Business Administration - Business Administration
Neumann University
High School Diploma - Studio Arts
String Theory High School
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