Cadee Cohen

Cadee Cohen Email and Phone Number

Staff Accountant @ Newport
Orlando, FL, US
Cadee Cohen's Location
Orlando, Florida, United States, United States
Cadee Cohen's Contact Details

Cadee Cohen work email

Cadee Cohen personal email

n/a
About Cadee Cohen

Results-driven freelance accountant/independent consultant with a strong background in operational support and financial management. Demonstrated expertise in employee onboarding, payroll management, scheduling, and process improvement. Proven track record of working closely with franchise owners and company founders to streamline operations, enhance productivity, and foster positive working relationships. Adept at identifying operational inefficiencies and implementing strategic solutions. Extensive experience in transaction management, client support, and customer service within the financial industry

Cadee Cohen's Current Company Details
Newport

Newport

View
Staff Accountant
Orlando, FL, US
Website:
newportgroup.com
Employees:
7
Cadee Cohen Work Experience Details
  • Newport
    Staff Accountant
    Newport
    Orlando, Fl, Us
  • Newport
    Staff Accountant
    Newport Jun 2023 - Present
    Lake Mary, Florida, United States
  • Gojuice
    Independent Management Consultant
    Gojuice May 2022 - Present
    Greater Orlando
    Work closely with the franchise owner, providing comprehensive support in various operational areas.Leads employee onboarding processes, ensuring a seamless transition for new hires, and facilitating their integration into the team.Manages payroll activities, including accurate timekeeping, calculating wages, and processing payments in adherence to company policies and legal requirements.Developed and maintaines employee schedules, optimizing staff allocation, and ensuring adequate coverage during peak business hours.Proactively identifies operational inefficiencies and implemented process improvements to enhance productivity and streamline workflows.Demonstrated strong communication skills in liaising with employees and management, fostering positive working relationships
  • Knack
    Peer Tutor
    Knack Mar 2022 - May 2023
    Tampa, Florida, United States
    Offered to students enrolled in ACG3103 Intermediate Financial Accounting I Encourage peers to think critically and independentlyTailors tutoring style to meet the needs of different students
  • Selectfew
    Freelance Accountant/Independent Consultant
    Selectfew Mar 2022 - Feb 2023
    Managed accounts payable processes for a startup, streamlining invoicing and payment procedures.Assisted with the implementation of accounting software, resulting in improved efficiency and accuracy.Played a pivotal role in a successful $4 million fundraising round, working closely with the company founder.Conducted comprehensive web searches to identify potential investors aligned with the company's vision and goals.Developed and implemented an outreach strategy, including sending initial emails and follow-ups to engage potential investors.Scheduled and coordinated meetings with interested investors, effectively managing communication and logistics.
  • Nuview Trust Company
    Accounting Specialist
    Nuview Trust Company Jan 2020 - Apr 2021
    Longwood, Florida, United States
    Completed day-to-day bank account reconciliation Processed 100+ client financial transactions daily (twice a month 300+ transactions)Posted 200+ incoming deposits to client accounts for wires, checks, and ACH transactionsResolved client escalation referrals from the customer service teamAdministered weekly billing for fee receivables
  • Nuview Trust Company
    Transactions Associate
    Nuview Trust Company Oct 2018 - Jan 2020
    Longwood, Fl
    Utilized Salesforce to review client investments and ensure IRS guidelines were metReviewed investment real estate contracts and operating agreements for accuracyCoordinated client consultations regarding financial documents for pending investmentsManaged and delegated 250+ client cases among the Transactions department per dayProvided the highest level of customer service for client & financial advisor callsTrained new employees on company software, case management and workflow

Cadee Cohen Skills

Analytical Skills Problem Solving Management Microsoft Excel Accounting Customer Service Leadership Sales

Cadee Cohen Education Details

Frequently Asked Questions about Cadee Cohen

What company does Cadee Cohen work for?

Cadee Cohen works for Newport

What is Cadee Cohen's role at the current company?

Cadee Cohen's current role is Staff Accountant.

What is Cadee Cohen's email address?

Cadee Cohen's email address is cc****@****ira.com

What schools did Cadee Cohen attend?

Cadee Cohen attended University Of South Florida, Seminole State College Of Florida.

What skills is Cadee Cohen known for?

Cadee Cohen has skills like Analytical Skills, Problem Solving, Management, Microsoft Excel, Accounting, Customer Service, Leadership, Sales.

Who are Cadee Cohen's colleagues?

Cadee Cohen's colleagues are Leslie Fisher, Marc Farbman, Ela Sharko, Dan Callaghan, John Combes, Jill Hingtgen, Anterrio Wilson.

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