Jacob Whitlock, Cpa Email & Phone Number

St. Paul, Mn, Us

Chicago, Il, Us

· Lead a team in executing financial audits for a diverse range of regional, national and international clients, including privately held and publicly traded companies in the manufacturing, distribution, life sciences and construction industries.· Collaborate with client CFO and upper management to understand and discuss key strategic business initiatives.· Develop and implement comprehensive audit plans, ensuring compliance with accounting principles, regulatory requirements and internal policies.· Review financial statements and ensure accuracy, integrity and compliance with relevant accounting standards (GAAP) and regulations (SEC and PCAOB).· Train and mentor staff members, fostering a culture of professional development and continuous improvement.· Prepare comprehensive audit reports, highlighting significant findings and recommendations for corrective action.

Chicago, Il, Us

· Conduct risk assessments and identify internal control weaknesses, recommending process improvements to enhance efficiency and mitigate risks.· Collaborate with clients’ management teams to address financial reporting issues and provide guidance on complex accounting matters. Assist clients with implementation of new accounting standards.· Utilize advanced data analysis techniques and software tools to enhance financial analysis efficiency and identify trends or anomalies.· Collaborate with cross-functional teams to develop strategies for process improvement and risk mitigation.

Brookfield, Wisconsin, Us

· Served as an integral member of client engagements for audits, reviews, compilations and employee benefit plan audits.· Conducted substantive testing of key financial statement areas, such as revenue, expense accruals, and inventory valuation. Identified and resolved discrepancies to ensure accurate financial reporting.· Assisted in coordinating external audit activities, responding to client inquiries, and facilitating the timely completion of audit deliverables.

Sussex, Wisconsin, Us

· Responsibilities included reconciling monthly and quarterly accounts, assembling documentation for quarterly and yearly financial statements, investigating and recommending improvements to current processes and ensuring compliance with SEC, GAAP and corporate policies.

Responsibilities included supporting the sales department, developing RFPs, conducting industry and new business research, planning informational events and assisting the marketing department with other various tasks.

Bachelor'S Degree, Accounting

Bachelor Of Business Administration (Bba), Marketing