Jacob S. Email & Phone Number

Richmond, Va, Us

Richmond, Virginia, United States

Richmond, Virginia, United States

Richmond, Virginia, United States

- Efficiently managed collections operations across a diverse geographic range, including states such as Arizona, Colorado, Indiana, Missouri, South Carolina, Wyoming, and New Jersey, ensuring the timely and effective recovery of outstanding receivables. - Leveraged a comprehensive suite of accounting software tools, including Salesforce, Excel, Intacct, and Avalara, to optimize and streamline collections processes and enhance financial reporting accuracy. - Demonstrated proficiency in providing personalized customer service by closely collaborating with clients to understand their needs and facilitate prompt payment of outstanding invoices. - Played a pivotal role in supporting the Accounts Receivable Manager, working alongside the cash application team to resolve discrepancies related to checks, credit card payments, and wire transfers. - Maintained a thorough understanding of various payment methods, including cash, checks, and credit cards, to ensure accurate processing and reconciliation of transactions. - Engaged in a credit analytics project aimed at evaluating how various educational institutions can optimize credit offerings for the upcoming school year, enhancing financial planning and resource allocation. - Exhibited a comprehensive grasp of the diverse curricula associated with our operations, along with insights into how different states manage payment processes for goods and services procured from the company. - Collaborated cross-functionally with multiple departments to address a wide range of customer issues, collectively developing solutions to enhance operational efficiency and customer satisfaction.

Stafford, Virginia, United States

- Analyzed and managed large datasets to provide actionable insights for decision-making within the financial system, utilizing advanced data analytics techniques. - Developed SQL queries to extract and manipulate relevant financial data from databases, enhancing the accuracy and efficiency of financial reporting and analysis. - Collaborated with a network of over 200 real estate agents to identify and capitalize on potential financing opportunities for clients through Tanner Mulville’s mortgage services. - Assisted mortgage loan officers in conducting comprehensive credit analyses and financial evaluations of loan applications, ensuring compliance with lending guidelines and regulatory requirements. - Utilized data visualization tools to present financial trends and key metrics, facilitating informed discussions with stakeholders. - Implemented data quality checks and validation processes to ensure the integrity and reliability of financial datasets. - Participated in forecasting and modeling activities to assess potential market trends and their impact on loan performance. - Supported the development of automated reporting systems, improving efficiency and accuracy in tracking loan processing metrics.

Fredericksburg, Virginia, United States

- Analyzed financial data and prepared financial statements by applying GAAP and relevant accounting principles. - Conducted reconciliations, processed journal entries, and maintained the general ledger using accounting software, ensuring compliance with regulatory standards. - Produced detailed financial reports, including balance sheets, income statements, and cash flow statements, supporting month-end and year-end closing processes for accurate financial reporting and analysis. - Assisted in budgeting and forecasting activities, providing insights for financial planning and decision-making. - Analyzed costs, expenses, and revenue streams to identify opportunities for cost reduction, efficiency improvements, and revenue enhancement. - Evaluated internal controls and accounting processes to ensure the integrity and reliability of financial data. - Gained insights into departments such as sports insurance, membership and collections, accounting, and sports safety, enhancing cross-departmental financial understanding. - Coordinated the Rock the River event, managing approximately 40 vendors and overseeing financial transactions to ensure adherence to budget constraints.

Masters Of Science, Finance, General

Bachelor Of Business Administration - Bba, Business Management With A Concentration On Accounting And Finance

Activities and Societies: Activities : Alpha Kappa Psi, Latino Student Alliance, Dena’s List Student and National Society of Collegiate.

High School Diploma

Activities and Societies: Cross Country