Lexi James, Cpa work email
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Lexi James, Cpa personal email
Lexi James, Cpa phone numbers
Lexi James, Cpa is a Senior Managing Consultant at FORVIS. They possess expertise in microsoft excel, salesforce.com, teamwork, data analysis, management and 14 more skills. Colleagues describe them as "I enjoyed the opportunity to work with Alexis at LinkedIn during her time as an Intern for the sales organization. Alexis was given a market research project that I expected to take several weeks. Alexis' diligence, smarts, and creativity led to the original project being completed early. I found Alexis easy to manage, self disciplined, and focused. Her success in the role led to the project being expanded and her internship being extended multiple times. Alexis has my unqualified recommendation."
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Senior Managing ConsultantForvisDenver, Co, Us
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Senior ManagerForvis Mazars Us Jun 2024 - Present -
Senior Managing ConsultantForvis Oct 2022 - Jun 2024Us, Us
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Managing ConsultantForvis Jun 2022 - Oct 2022Us, Us
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Managing Consultant - Transaction ServicesBkd Cpas & Advisors Apr 2021 - Jun 2022Springfield, Missouri, Us -
Senior Consultant I/Ii - Transaction ServicesBkd Cpas & Advisors Sep 2019 - Mar 2021Springfield, Missouri, Us
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Transaction Advisory ServicesRsm Us Llp Nov 2018 - Aug 2019Chicago, Illinois, Us -
Senior Technical AccountantMarketo Jun 2018 - Nov 2018San Jose, California, Us -
Senior Audit AssociateKpmg Us Jul 2017 - May 2018New York, Ny, Us -
Audit AssociateKpmg Us Aug 2015 - Jul 2017New York, Ny, Us
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Audit InternDeloitte Jun 2014 - Aug 2014Worldwide, OoCompleted and end-to-end tie-out of 10-Q to supporting financials for a public graphics technology companyConducted random sample testing of product revenue documentation including invoices, purchase orders, and shipping documents to validate data for the auditCreated excel work paper for client engagement team billable hours tracking -
Financial Reporting InternUniversity Of The Pacific Sep 2013 - May 2014Stockton, California, UsMaintained the system of internal control over transactionsPrepared journal entries associated with assigned general ledger accountsAssisted Financial Reporting Accountants with the preparation of other journal entires as neededOrganized general ledger reconciliations for various campus departments -
Data Quality Intern - Team LeadLinkedin Jun 2013 - Aug 2013Sunnyvale, Ca, UsTrained and managed a team of Data Quality interns within the Global Sales OrganizationAnalyzed proposals and opportunities using Doubleclick: Dart Sales Manager and Salesforce.com to bridge the gap between the two systems for the Linkedin marketing solutions teamCollaborated with a team of 12 Data Quality interns to review and verify ~40k sales accounts, generating a total of $3.2 million in sales revenueLearned the basics of SQL and how to effectively pull data from Linkedin’s extensive data warehouse -
Data Quality AnalystLinkedin May 2012 - Aug 2012Sunnyvale, Ca, UsOrganized account data in Salesforce (CRM) using Linkedin, Hoovers, and Guidestar to maintain data integrityDesignated Salesforce accounts using Microsoft Excel to mass assign accounts based on global territory mappingUtilized Salesforce.com connector tool to mass update and mass transfer accountsCreated and presented on specialized account techniques to the sales operations team for the benefit of Linkedin, underlined goal to increase the sales process
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Research InternLinkedin May 2011 - Aug 2011Sunnyvale, Ca, UsResearched sales leads and geographic regions for unprospected territories in prior/ existing databaseCalculated efficiency and potential for SMB account executive teamsStrategized future prospects and goals for SMB teamsProspected potential clients for Linkedin resulting in gross sales of 300k+
Lexi James, Cpa Skills
Lexi James, Cpa Education Details
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University Of The Pacific - Eberhardt School Of BusinessAccounting -
University Of The Pacific - Eberhardt School Of BusinessAccounting
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Acalanes High School
Frequently Asked Questions about Lexi James, Cpa
What company does Lexi James, Cpa work for?
Lexi James, Cpa works for Forvis
What is Lexi James, Cpa's role at the current company?
Lexi James, Cpa's current role is Senior Managing Consultant.
What is Lexi James, Cpa's email address?
Lexi James, Cpa's email address is lj****@****bkd.com
What is Lexi James, Cpa's direct phone number?
Lexi James, Cpa's direct phone number is +192538*****
What schools did Lexi James, Cpa attend?
Lexi James, Cpa attended University Of The Pacific - Eberhardt School Of Business, University Of The Pacific - Eberhardt School Of Business, Acalanes High School.
What skills is Lexi James, Cpa known for?
Lexi James, Cpa has skills like Microsoft Excel, Salesforce.com, Teamwork, Data Analysis, Management, Time Management, Social Media, Hoovers, Content Management, Crm, Online Research, Market Research.
Who are Lexi James, Cpa's colleagues?
Lexi James, Cpa's colleagues are Brian Gallagher, Julie Naunas, Bobby Bradshaw, Tim Klassen, Annabelle Wieter, Aneez Alwani, Cia, Mba, Kelli Olean.
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