Jameson Wells work email
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Jameson Wells personal email
Jameson Wells is a FP and A Manager at Pluralsight. They possess expertise in microsoft excel, bloomberg, equity research, financial accounting, financial statement analysis and 2 more skills.
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Fp And A ManagerPluralsightLehi, Ut, Us
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Fp&A ManagerPluralsight Sep 2024 - Present
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Sr. Analyst, Fp&APluralsight Mar 2021 - Sep 2024
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Senior AccountantPluralsight May 2019 - Mar 2021
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AccountantPluralsight Sep 2017 - May 2019Farmington
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Math TeacherSt. John'S Preparatory School Sep 2016 - Sep 2017Taught Algebra 2/Trigonometry and Advanced Algebra to 100+ juniors and seniors, as well as teaching exam review sessions (New York Algebra II Regents exam) and running the school math league for gifted students.Highly rated in classroom observation for communication and explanatory skills (was complimented by several students that my class was where they finally “got math”).
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Audit StaffDeloitte Sep 2015 - Sep 2016Greater New York City AreaConducted audits for 5 companies in the advertising, technology, and manufacturing industries; communicated weekly to update the finance and audit teams with audit status.Tested financial statement line items (cash, inventory, fixed assets, AR, deferred expenses, AP, debt, revenue, cost of sales, salary and bonus expenses, operating expenses, interest expense, etc.); performed trend, vertical, industry ratio, and fraud indicator analysis on comparative financial statements.Took ownership of the consolidation analysis for aggregating financial statements for a multinational manufacturing company, which included foreign currency translation of 10+ international entities. -
Graduate StudentUniversity At Albany Aug 2013 - May 2015Albany, NyCumulative GPA: 3.94 | Beta Gamma Sigma honor society awarded for high graduate degree GPACoursework included intermediate to advanced financial accounting, auditing, tax, financial management and analysis, business strategy, Excel functionality (vlookups, pivot tables) and database queries (SQL). -
Audit Summer InternDeloitte & Touche, Llp Jun 2014 - Jul 2014New York, NyPerformed audit procedures for 2 clients in the financial services industry; assignments included testing investment disposition tax expenses, fund distribution recalculations, and cash testing procedures.
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Accounting InternLeverpoint Management, Llc Jan 2014 - May 2014Clifton Park, NyPrioritized fund accounting responsibilities for 5+ private equity clients (cash reporting, bank account reconciliations, and assisting with financial statements/capital account statements). -
Financial PlannerThe Ayco Company, L.P. May 2011 - Aug 2013Colonie, NyProvided financial education to 300+ clients including tax projections, portfolio reallocations, stock dispositions, retirement models, estate plans, and debt management strategies.Built a detailed knowledge base of client company benefits, including 401k plans, pension plans, equity awards, medical benefits, stock purchase plans, and deferred compensation plans.Worked with research team to develop and present trainings to 40+ colleagues on investing and tax issues.Instructed five new associates on pension and retirement projection models and investment allocation theory. -
Student Asset Management InternGlobal Equity Fund Jan 2011 - Apr 2011Provo, UtahManaged $700,000 of capital contributed from outside investors in a student-run equity fund (20+ students).Researched and modeled potential equity investments within assigned sector (consumer staples); voted on capital allocation decisions to be made from classmates’ research.
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Student Equity Research Analyst InternGlobal Financial Advisors Aug 2010 - Dec 2010Provo, UtahModeled financial statements, forecasted earnings, and valued my assigned company (Intuitive Surgical).Presented a formal investment recommendation to the 3 Global Financial Advisors partners including my company’s performance, industry developments, and economic outlook.
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Investment Advisor InternRaymond James Financial Services, Inc. May 2010 - Sep 2010Provo, UtahCreated reports of prior mutual fund purchases to assist in future client investment recommendations.
Jameson Wells Skills
Jameson Wells Education Details
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Cumulative Gpa: 3.94
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Business Management: Finance
Frequently Asked Questions about Jameson Wells
What company does Jameson Wells work for?
Jameson Wells works for Pluralsight
What is Jameson Wells's role at the current company?
Jameson Wells's current role is FP and A Manager.
What is Jameson Wells's email address?
Jameson Wells's email address is jw****@****tte.com
What schools did Jameson Wells attend?
Jameson Wells attended State University Of New York At Albany, Brigham Young University.
What skills is Jameson Wells known for?
Jameson Wells has skills like Microsoft Excel, Bloomberg, Equity Research, Financial Accounting, Financial Statement Analysis, Microsoft Office, Investments.
Who are Jameson Wells's colleagues?
Jameson Wells's colleagues are Marko Vlaicevic, Priyanka Beniwal (She/her), Neil Morrissey, Badri Tn, Jithu Joseph Kavalakat, Mark Evenson, Lori Boyland.
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