Jacob Allen, Cpa Email & Phone Number

Mesa, Arizona, US

Gilbert, AZ, US

Gilbert, AZ, US

Chicago, IL, US

• Auditing of companies of all sizes, public and private, with an emphasis in large private companies
• Performing audits in accordance with U.S. GAAP under various auditing and accounting standards including PCAOB, AICPA (including not for profit), and GASB
• Working in various industries such as consumer products and retail, real estate, financial services, government, not for profit, and manufacturing
• Experience with all areas of the audit including, but not limited to, planning and risk assessment, revenues, inventory, investments, debt, equity, accruals and operating expenses, employee compensation, capital.
• Leading and training audit engagement teams of 3-6 auditors not including managers and partners, handling all engagement logistics, and maintaining client relationships as the auditor in-charge
• Some experience with drafting financial statements

Chicago, IL, US

Birmingham, AL, US

• Used knowledge of all things financial to offer recommendations to more than 30 clients a day, including businesses, to help with issues such as cash flow, risk management, and revenue maximization
• Improved branch operational processes, internal controls, and regulatory compliance by creating effective spreadsheets and delegating responsibilities properly to ensure completion, and protect client privacy
• Managed risk by tracking employee activity, cutting branch overages and shortages in half
• Established personal relationships with at least 20 regular clients, and by recommending products, added hundreds of thousands of dollars to bank revenue stream
• Consistently surpassed referral goals

Tempe, AZ, US

Chicago, IL, US

Cleveland, Ohio, US

Scottsdale, AZ, US

• Aided 20 lawyers with diverse professional backgrounds to perform various office duties
• Learned to prioritize tasks from all lawyers and personnel in order to work on multiple assignments and manage ambiguity
• Developed self accountability individually and as a team working alongside the office professionals
• Attained professional communication and problem solving skills by devising strategies to solve day to day problems

• Assisted in store grand opening by training all new store employees to form an effective team
• Coached employees on job performance increasing overall productivity
• Oversaw employee scheduling and created custom spreadsheet and emailing system to automate the process saving upper management 10 hours a week on average
• Maintained all store supplies by budgeting and ordering all inventory saving the store 10% or more on unnecessary costs
• Reduced labor costs by assigning myself and others multiple duties, such as making the product in the store, so we did not have the need for more employees
• Assisted with promotions, advertising, and expanding product lines to increase revenue

Bs, Accountancy

Minor, Spanish