Sean F. Kavanagh
Charlestown,MA
Overview
5
5
years of professional experience
Work History
Accounting Associate
JDJ Family Office Services
02.2022 - Current
- Manage the full cycle of books and records for assigned clients including accounting for and reporting on small businesses, planes, boats, investments, real estate, and other assets. Manage bill pay process for assigned clients to ensure accuracy and completeness.
- Record journal entries for detailed P&L, capture balance sheet items and identify tax deductible expenses. Download, record, and reconcile credit card, bank account and investment activity. Assist with the preparation of monthly/quarterly financial reports.
- Assist with coordination and organization of tax information; process tax payments.
- Maintain supporting schedules, work papers, and electronic and/or paper files.
- Assist with tasks and project related to client's estate planning needs. Communicate with clients, advisors, vendors and team members to deliver exceptional service.
Finance Administrator
Dooley Pyne Landscape Corporation
05.2020 - 02.2022
- Responsible for accounts payable and accounts receivable for necessary materials needed to run off-site operations.
- Uphold relationships with other businesses, vendors, and customers.
- Manage cash flow, take payments and reconcile accounts on a daily basis.
- Oversee operations in office, answering incoming calls, training new office staff, filing company paperwork and purchase receipts.
- Helped improve company revenue by 10% through use of new marketing strategies in untapped areas, and increased communication with customers.
Mortgage Loan Processor
Salem Five Bank
07.2019 - 03.2020
- Responsible for gathering all relevant data from client’s account in order to payoff or refinance their mortgage.
- Verified information and references, investigated and solved inconsistencies, corrected mistakes.
- Act as contact between loan officers, underwriters and clients.
Finance Intern
Merrill Lynch
05.2018 - 08.2018
- Responsible for creating financial budgets, excel spreadsheets, and research reports for managers.
- Built technical skills in general portfolio areas and helped advisors review client related cash flows.
- Compiling and analyzing data in order to present strategic options to portfolio team.
Education
Bachelor of Science - Finance, Marketing
The University of Alabama, Culverhouse College of Commerce
Tuscaloosa, AL05.2019
Skills
- Proficient in Microsoft applications Excel, Power Point, Teams Outlook Additionally, Intuit Quickbooks and Fiserv
- Personal organization, conflict resolution, attention to detail, time management and data entry
Timeline
Accounting Associate
JDJ Family Office Services
02.2022 - Current
Finance Administrator
Dooley Pyne Landscape Corporation
05.2020 - 02.2022
Mortgage Loan Processor
Salem Five Bank
07.2019 - 03.2020
Finance Intern
Merrill Lynch
05.2018 - 08.2018
Bachelor of Science - Finance, Marketing
The University of Alabama, Culverhouse College of Commerce
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