Jacob Davies, Cpa Email & Phone Number

Schaumburg, Illinois, US

Chicago, Illinois, US

Milwaukee, WI, US

London, GB

• Lead senior on clients within the healthcare and manufacturing industries with sales ranging from $1billion-$5.5 billion, including a publicly-traded Fortune 500 company.
• Supervised and developed up to 5 junior engagement team members by effectively delegating audit tasks for their development and providing on the job coaching.
• Performed audit procedures in complex areas while building technical competence and functioning as the primary day to day contact for the audit client. Complex areas included restructuring, warranty, recall, leases.
• Tested the design and operating effectiveness of internal controls through the performance of business process walkthroughs and tests of control procedures.
• Communicated proactively with clients, engagement leaders, and peers regarding open items, testing exceptions, and other important matters in a timely fashion.
• Coached team members on the use of and enhancement of substantive data analytics.

London, GB

• Audited publicly-traded companies under SOX 404 and J-SOX, in addition to privately-held companies.
• Challenged procedures used in the past and enhanced audit techniques and efficiency.
• Identified potential audit issues and unusual relationships through the use of substantive data analytics.
• Maintained a strong client focus and developed productive working relationships with team members and the client.
• Served as a liaison between EY U.S. and EY Global Delivery Service engagement teams.
• Delegated tasks and oversaw the work of first-year staff and interns.

Milwaukee, WI, US

• Researched and collected data on the firms and individuals sanctioned by the Public Company Accounting Oversight Board.
• Analyzed the response letters that the Accounting Standards Board received concerning their proposed changes and additions to existing accounting standards.

London, GB

• Underwent extensive training to increase my leadership and technical auditing skills.
• Worked efficiently in a teaming environment.
• Improved my professional communication skills by continuously interacting with clients.
• Greatly increased my proficiency in Microsoft Excel.

Milwaukee, WI, US

• Monitored and updated the main revenue and expense accounts to ensure validity, completeness, and accuracy.
• Managed data and Excel projects for advisers.
• Assisted clients by scheduling appointments and referring them to the proper resources.

Milwaukee, WI, US

• Demonstrated effective leadership, conflict management and assisted residents with problem solving.
• Responded quickly and calmly while remaining professional during stressful situations.
• Planned, coordinated and led educational programs for 60 residents.

Menomonee Falls, WI, US

• Reviewed important financial information and projected savings based on cutting production time.
• Researched and compared competitors’ financial information using SEC filings and key financial ratios.
• Developed graphical presentations of key performance indicators for management.
• Analyzed unit sales and prepared data to be presented to 70 suppliers at the 2014 supplier conference.

Master’S Degree, Professional Accounting

Bachelor’S Degree, Accounting And Finance