Connor Balint, Cpa Email & Phone Number

I am an organized and self-driven individual. I am currently a Financial Operations Associate at Bespoke Financial. I perform the following functions in my current role:• Underwriting new prospective borrowers after performing financial statement reviews and due diligence procedures.• Critically reviewing financial statements of existing borrowers, requesting supporting documentation, and inquiring about irregularities.• Summarizing and presenting findings to Bespoke’s internal credit committee for financing approval.• Performing ongoing cannabis market research to contribute to quarterly market risk assessment discussions with Bespoke’s Finance team.• Helping streamline and automate the underwriting process on an ongoing basis.• Performing other finance and accounting tasks, as needed.I have 3 busy seasons of public accounting experience in my previous position with Baker Tilly US, where I worked in the capacity of Senior Audit Associate. I was responsible for testing all financial statement line items (including Cash, Accounts Receivable, Accounts Payable and journal entry testing), performing financial statement analytics, and coaching interns and associates. During my time at Baker Tilly, I gained a strong understanding of GAAP accounting, excellent technical and communication skills (especially in Microsoft Excel), and the ability to learn quickly.As a Certified Public Accountant, I am an accomplished communicator, with excellent organizational, decision making, and time management skills and have a proven track record of consistently meeting demanding performance goals.

Listed skills include Microsoft Excel, Powerpoint, Teamwork, English, and 13 others.

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  University Of Florida

  Accounting