Jacob Sernoff Email & Phone Number

Pittsburgh, Pennsylvania, United States

-Assisted in creating Holding's Reports following the release of Quarterly earnings.-Collaborated with other Senior Analysts in hosting weekly break-out meetings with Junior Analysts.-Presented Quarterly Holding and Adding reports to inform other Analysts of recent news. -Assisted in Senior Analyst onboarding training by making educational video modules.- Conducted financial research on Materials companies to gauge long-term profitability.

Pittsburgh, Pennsylvania, United States

-Refurbished General Journal to better track financial transactions.- Managing the fund's roughly six thousand dollar social and entertainment fund.-Converted the fund's cash basis accounting system into an accrual basis system.- Consistently communicated with business providers for purchasing matters relating to fundraisers or alumni events.- Utilized the University Event Scheduling system to schedule the fund's EOY event.

Pittsburgh, Pennsylvania, United States

-Ensured that members were notified of Black-Out dates following the purchase or sale of holdings.-Audited and Facilitated equity voting for buys, shaves, and sells.-Enforced the firm’s Title IX policies to ensure a safe workplace for all analysts.

Pittsburgh, Pennsylvania, United States

 Designed my own Discounted Cash Flow model. Learned of the basic financial ratios used for company valuation. Investigated and researched healthcare equities’ financial statements.

Pittsburgh, Pennsylvania, United States

-Prepared 990F forms using CCH Axcess software-Utilized the firm’s PowerBI system in an effort to diagnose and correct data collection errors.-Reviewed corporate and partnership state income tax returns in a timely manner ensure conformity and accuracy with PY returns and CY workbooks.-Constructed tax work plans, allocating time amongst numerous parties inside and outsides the United States. - Reviewed tax proformas to ensure proper data entry and consistency.- Used tax software like Go Systems and OneSource to efficiently construct and file state and federal income tax extensions.-Reviewed guidelines for ASC-740 to ensure the proper valuation of DTA(L)s

Pittsburgh, Pennsylvania, United States

-Serve as a student tutor specializing in Accounting and core business classes for the University of Pittsburgh's Academic Support for Student Athletes.-Provide professional development advice to underclassmen looking to pursue careers in business fields.

Pittsburgh, Pennsylvania, United States

-Learned how to use the company’s binder software in under three days. -Analyzed invoices and journal entries to prepare audit testing for Fixed Asset Rollover and R&M expense testing.- Examined worker time cards and analyzed supporting documents to prepare audit testing for payroll disbursements.-Prepared and conducted Grant Revenue testing for housing authorities with HCVP, EHV, and other section 8 programs..- Studied county meeting minutes in an effort to prepare minutes audit testing. -Conducted Cash disbursement testing for housing authorities and municipalities.-Carefully analyzed lease documentation to classify lease under GASB 87 standards. -Conducted Single Audit testing preparation.-Conducted lease consulting under GASB-96 for a large scale Housing Authority. -Conducted lease consulting under ASC-842 for a local non-profit.

New York City Metropolitan Area

 Maintained and updated the company website with new clothing and designs.  Expanded the client base to incorporate a national following.- Instituted User-Interface focused updates for customer convenience.-Oversaw sales invoices and receipts for tax-purposes

Remote

 Expanded the documentary audience to cover the 18-30 demographic.  Communicated with Digital Media providers for the film’s availability on streaming platforms Managed the studio's Social Media page, increasing its following by 75%.- Analyzed and recorded receipts and other expenses for tax purposes.

Manalapan, New Jersey, United States

-Maintained the facility's day-to-day electronic schedule.-Communicated with customers regarding available services.-Recorded end-of-the-night concession sales with the assistance of cash-recording software.-Analyzed facility rentals to detect discrepancies in receivables.-Scheduled and prepared hundreds of large-scale events, including but not limited to sports tournaments, training sessions, and dog-shows.- Communicated with upper management to ensure concession orders were filled and stocked.

Marlboro, New Jersey, United States

-Communicated with Customers on Product information.-Delivered ordered products to customers on time.-Tracked orders to ensure the store received shipments.

Freehold, New Jersey, United States

-Designed flyers to engage members-Coordinated fundraiser activities with other executive members.

New York City Metropolitan Area

-Established trust with clients by providing in-depth walkthroughs of our products.-Facilitated meetings with new customers to build stronger business connections.

Bachelor Of Business Administration - Bba, Accounting And Related Services, Year: Senior Gpa: 3.94

Activities and Societies: Panther EquityMinoring in Economics

Weighted Gpa: 3.7/4

Activities and Societies: Technology Student Association, National Honor’s Society, Stock Market Club, and Youth and GovernmentGraduated.