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.• Absorbed responsibilities of processing all transactions regarding company bond portfolio and disseminating investment reports to other departments for use; increased productivity by 7% a month since taking over.• Developed spreadsheets containing customer information to facilitate a mail merge and make preparation of audit materials faster; able to quickly produce 40+ mail merge letters as well as any new drafts requested by auditors.

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 ensuring desk responsibilities were fulfilled.• Developed and implemented a system for reception and delivery of resident mail.• Tracked and managed building keys for 600+ students in a residence hall.• Served on a committee focused on hiring professional university staff members; tasks included resume reviewing and scoring, interviewing, and making final hiring decisions.

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 impact everyone that I had met. Part of my job as a resident advisor was to organize events for my residents that taught them about leadership, diversity, scholarship, and life skills. This allowed me to enrich the futures of my residents by guiding them to grow and learn about aspects of life beyond college which would translate into their future success.