Joel Gordon Email & Phone Number

Huntington Beach, Ca, Us

Irvine, California, United States

• Working with multiple teams to identify/understand goals of clients and appropriate accounting work to be performed by the company in pursuit of those goals.• Assigning and overseeing responsibilities of Staff Accountant level team-members.• Managing timelines and deadlines and monthly closes in an efficient and effective way and review all tasks of offshore staff.

Irvine, California, United States

Executing day-to-day tasks of the assigned Audit and Assurance engagements. I.E., Procedures of Cash Assets, Liabilities, Equity, and Income Statement Accounts to help in the completion of the audit.Creation of Private companies' financial statements up to GAAP standards.Collaborating with managers and partners on client issue resolution and making recommendations for any legal, regulatory, and accounting issues that arise during an audit engagement. Reviewing all scheduled and non-scheduled general ledger accounts for accurate entries. Serving in professional development programs as a discussion leader.

Irvine, California, United States

Executing day-to-day tasks of the assigned Audit and Assurance engagements. I.E., Procedures of Cash Assets, Liabilities, Equity, and Income Statement Accounts to help in the completion of the audit.Creation of Private companies' financial statements up to GAAP standards.

Huntington Beach, California, United States

• Deliver exceptional customer experience by acting with a customer-first attitude• Demonstrate ability to make personal connections, engage and educate customers, ask open-ended questions and listen to establish trust and build lasting relationships• Adhering to policies, procedures, and regulatory banking requirements• As a Relationship Banker in our Branch Banking team, you'll take a lead role in delivering an outstanding experience to Chase customers• You'll acquire, manage, and retain meaningful relationships with our customers, using your financial knowledge to offer thoughtful solutions to help address their financial needs• Partnering with Specialists (Financial Advisors, Mortgage Bankers, and Business Relationship Managers) to connect customers to experts who can help them with specialized financial needs

Long Beach, California, United States

• Supervises a team of analysts and reports to the Executive Vice president.• Manage portfolio to underwrite equity and fixed income securities worth over 800,000.• Responsible for making analyst reports and financial modeling company projections.• Perform research through Bloomberg Terminal to recommend securities.• Actively track economic trends to adjust portfolio strategies to lower unsystematic risk.• Participate in CFAOC competition against other schools regarding portfolio strategies.• Write semi-annual reports to track and forecast performance within portfolios.