Jake Frankel, Cpa Email & Phone Number

Seattle, WA, US

Los Angeles, CA, US

Lead coordination between clients and internal personnel from project initiation, throughout the audit period, and through issuance.Perform, delegated, and reviewed audit tasks, substantive testing, and analytics-based inquiries.Prepare financial statements, related notes, supplemental schedules, and year-end audit wrap items for presentation.Specialize in.

Southfield, Michigan, US

Coordinated between clients and internal personnel on timeline, audit procedures, and strategy throughout the audit period and through issuance.Perform, delegated, and reviewed audit tasks, substantive testing, and analytics-based inquiries.Prepare financial statements, related notes, supplemental schedules, and year-end audit wrap items for.

Denver, CO, US

Conducted basic financial analytics and audit testingAssisted in day-to day audit duties and due diligence proceduresParticipated in client relationship and team building experiences

Boulder, Colorado, US

Developed complex Microsoft Excel workbooks capable of analyzing business operations and product improvement while using Quickbooks for raw dataAssisted with budgeting concerns and identifying possible improvement with all departments of the companyAssisted with product development and customer identification/targetingAssisted in supply chain management.

Boulder, CO, US

Worked with 11 in-house startups on advancing their businesses in various departmentsWorked with several out of house companies, including the Denver Broncos, on projects dedicated to specific areas of improvementWrote an article published by Flywheel Project & Black Lab Sports

Conducted feasibility analyses on potential new real estate projectsMade recommendations on volume of low-income & middle-income units to include in projects to the CEO and upper managementDeveloped Microsoft Excel models in order to better analyze and track building expenses and budgets

Deerfield, IL, US

Acted as main cashierRan the photo department simultaneously with cashier responsibilitiesHandled customer service issues including defusing tense situations

New Canaan, Connecticut, US

Raised brand awarenessDesigned and operated on-campus eventsCollected and organized data

Gathered information on Greek houses at CU BoulderOrganized focus group Assisted campus director in business expansion

Organized and ran birthday partiesWatched children while their parents worked outCustomer service functionsOrganized supplies

Organized supplies and lecture materialsCustomer service functions with students and parentsDirected and lectured classes

Master'S Degree, Accounting

Bachelor'S Degree, Accounting