Theodore Czubakowski
Summary
● Automated 70% of bill payments, supplies orders, bookkeeping transactions, invoicing, and other processes resulting in a reduction of 15 work hours per week.
● Identified fraudulent activity through regular cash transaction reconciliations, revealing a new employee stealing from the cash register. Implemented stronger internal controls to ensure compliance with company policies and procedures.
Overview
11
11
years of professional experience
Work History
Bookkeeper
Designing Dreams
Mineola, NY
11.2014 - Current
- Manage all bookkeeping activities, including accounts payable, accounts receivable, payroll, and general ledger maintenance by using Quickbooks.
- Conduct monthly bank reconciliations to ensure accurate financial reporting.
- Prepare and process invoices, expense reports, and vendor payments in a timely manner.
- Process payroll for 10 employees on a bi-weekly basis by using ADP.
- Perform ad hoc projects for management by using Microsoft Excel by using VLOOKUP functions, Pivot Tables, CONCATENATE functions, IF Statements, Conditional Formatting, and other tools.
Financial Advisor
The WealthPlan
Roslyn, NY
11.2014 - 01.2017
- Attained Series 7 and 63 Certifications (Now Expired).
- Attended networking events regularly to make new connections and build relationships.
- Used Salesforce to log notes of phone calls with clients and prospects.
- Researched exchange traded funds and provided a detailed summary of each.
- Served as a liaison between clients and President of The WealthPlan, David Warshaw.
Financial Advisor Intern
Current Assets LPL
Latham, NY
03.2012 - 04.2014
- While I was a full-time student in college.
- Tracked and analyzed various mutual funds' performance over 20 years using Microsoft Excel.
Education
Bachelor of Science - Accounting
Siena College
Albany, NY 09.2010 - 2014.05
High School Diploma -
Chaminade High School
Mineola, NY 09.2006 - 2010.05
Skills
Pivot Tables
undefinedTimeline
Bookkeeper
Designing Dreams
11.2014 - Current
Financial Advisor
The WealthPlan
11.2014 - 01.2017
Financial Advisor Intern
Current Assets LPL
03.2012 - 04.2014
Bachelor of Science - Accounting
Siena College
09.2010 - 2014.05
High School Diploma -
Chaminade High School
09.2006 - 2010.05
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