Summary
Overview
Work History
Education
Skills
Timeline
Generic

JOHNATHAN IAN PIERSALL

CINCINNATI

Summary

Detail-oriented and analytical accounting graduate with hands-on experience in financial analysis, margin trading, and client relationship management. Eager to apply accounting principles and financial expertise in a full-time accounting role. Possess strong problem-solving abilities, proficiency in financial software, and excellent communication skills.

Overview

10
10
years of professional experience

Work History

Carpenter/Woodworker

Freelance
Cincinnati
08.2023 - Current
  • Managed all aspects of custom carpentry projects—from client consultations and budgeting to final delivery—demonstrating strong financial planning and project management skills.
  • Built custom furniture and completed residential remodels with high attention to detail, consistently meeting deadlines and client specifications while tracking expenses and materials to maintain profitability.

Customer Relationship Advocate

Fidelity Investments
Covington
08.2021 - 01.2023
  • Earned Series 7 and 63 licenses, demonstrating a strong understanding of financial products and regulations.
  • Acted as the primary point of contact for clients, providing comprehensive support and education on margin trading, option trading, and other investment strategies.
  • Delivered exceptional service, consistently exceeding performance metrics, including customer satisfaction scores, response times, and issue resolution rates.
  • Developed expertise in financial tools and software, leveraging LinkedIn Learning to enhance proficiency in QuickBooks, Excel, and accounting practices.

Customer Service Representative

LarRosa’s Guest Service Center
Cincinnati
05.2019 - 01.2020
  • Provided excellent customer service while processing orders, resolving issues, and ensuring satisfaction through effective communication.
  • Managed cash transactions and processed payments, helping improve order accuracy and financial reporting within the service center.
  • Collaborated with team members to streamline order fulfillment processes, reducing errors and improving operational efficiency.

Dietary Aide - Bayley

Sisters of Charity - Bayley
Cincinnati
03.2016 - 04.2019
  • Assisted with the creation of meal plans, ensuring compliance with nutritional guidelines and dietary restrictions for residents.
  • Maintained accurate records of food preparation and inventory, ensuring proper documentation and adherence to health regulations.
  • Ensured proper handling and delivery of meals to residents, contributing to the accurate tracking of meal costs.

Education

Bachelor of Science - Accounting

Mount Saint Joseph University
Cincinnati, OH
01.2023

Skills

  • Proficient in MS Office
  • Support resolution skills
  • Punctual project execution
  • Knowledge of fundamental accounting principles
  • Project management proficiency
  • Financial accounting systems
  • General ledger accounting
  • Solution-oriented approach
  • Detail-oriented
  • Collaborative teamwork

Timeline

Carpenter/Woodworker

Freelance
08.2023 - Current

Customer Relationship Advocate

Fidelity Investments
08.2021 - 01.2023

Customer Service Representative

LarRosa’s Guest Service Center
05.2019 - 01.2020

Dietary Aide - Bayley

Sisters of Charity - Bayley
03.2016 - 04.2019

Bachelor of Science - Accounting

Mount Saint Joseph University

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