Brandon Coles Email & Phone Number

Buena Park, CA, US

Conducts ABL and non-ABL surveys and collateral field examinations on both public and private companies within the middle market for regional and national banks. Industries include: Metal manufacturing, aerospace, distributors and importers of meat and produce, logistics, construction, and financing. Reviews the books and records of a Borrower to validate.

Los Alamitos, CA

• Analyze title company’s financial statements for any unexpected changes from prior periods and other conditions set by California’s Department of Insurance regulations
• Reconcile company’s accounts to bank statements and book balance; then inquire of any unusual findings
• Examine supporting documents verifying accuracy of clients’ individual account balances like cash, accounts payable, and accounts receivable
• Create Excel spreadsheets documenting audit findings and conclusions
• Review and prepare tax returns using Lacerte tax software

Westminster, California

• Applied Excel functions like VLookup, Match, Index, SumIf, and workbook design to enhance user interaction
• Provided support and research for major projects using Excel and PowerPoint
• Learned about the utility industry and compliance to Federal, California, and local regulations

Buena Park, CA

• Computed and recorded various department daily sales in the software program, Till Management Sales (TMS)
• Reconciled daily sales between the different software programs used within each department
• Adjusted variances within the daily Over/Short reports
• Inquired of any uncommon variances or unusual activity to respective department managers

Buena Park, CA

• Performed SOX testing for Cedar Fair (public parent company of Knott's Berry Farm) at Knott's Berry Farm, Knott's Soak City, and Knott's Berry Farm Hotel.
• Initiated and carried out 15+ internal compliance audits ensuring observance of Cedar Fair policies and government regulations
• Informed various departments' upper management about the audit's goals, the audit's findings, and any recommendations to improve their daily operations
• Learned about the theme park industry

Buena Park, California

• Provided courteous customer service assisting guests with Knott's merchandise
• Utilized communication and teamwork to enhance the guest's shopping experience