Jacob Kirsch Email & Phone Number

Frisco, TX, US

Plano, Texas, US

Honolulu, Hawaii, US

• Operate spreadsheets to consolidate and organize financial statement data into sophisticated reports on financial status for delivery to Board of Directors for use in strategic decision-making.
• Track and determine financial status by analyzing actual results in comparison with forecasts to ensure meeting of periodical financial goals.
• Design and construct spreadsheets that organize datasets into information that is easier and more practical to use.
• Utilize a variety of financial data models daily to conduct studies for reconciling transactions by comparing and correcting data to ensure integrity of financial information.
• Effectively communicate with four other departments to correct any variances in General Ledger accounts and maintain integrity of Ledger balances.
• Handle requests from Controller, Assistant Controller, and Accounting Manager for ad hoc projects and reports related to various departmental goals and initiatives.

Pullman/Spokane/Tri-Cities/Vancouver/Everett/Global, Washington, US

• Prepared daily market updates and weekly equity research reports for analyst team and professor to ensure team was well-informed and on track to meet performance goals.
• Assisted in increasing portfolio market value by 9.82% (Added value of $289,000) over a period of three months; surpassed previous period by nearly 4%.
• Developed and maintained detailed spreadsheets to track performance of portfolio valued at $3.2M.
• Analyzed financial statements and price action trends of companies to identify possible investment avenues.
• Automated stock quote updating on spreadsheet to make market value update reports faster to update and disseminate, and more accurate for analysts to base decisions on.

US

• Supervised staff of 16 student employees including preparing work schedules, organizing and facilitating meetings, and oversight of daily desk operations.
• Hired and trained new student employees, as well as supervised and managed their responsibilities at the front desk.
• Responsible for payroll timesheet verification and approving work hours.
• Served as a manager for Resident Advisor responsibilities including ensuring reports were properly filled out and submitted on time, ensuring incidents with resident conduct violations were properly taken care of, and.
• Developed and implemented a system for reception and delivery of resident mail.
• Tracked and managed building keys for 600+ students in a residence hall.

US

As a resident advisor, I created an environment for learning and enrichment for over 100 individuals over a course of two years. I worked on two separate teams of over 10 people in two years, and learned a lot about teamwork and communication in this time. I provided counseling and acted as a leader for my residents in this time, and worked to positively.