Liam Zoli
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Liam Zoli Email & Phone Number

Financial Analyst Intern at UHY LLP, Certified Public Accountants
Location: Kalamazoo, Michigan, United States 7 work roles 2 schools
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Role
Financial Analyst Intern
Location
Kalamazoo, Michigan, United States
Company size

Who is Liam Zoli? Overview

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Quick answer

Liam Zoli is listed as Financial Analyst Intern at UHY LLP, Certified Public Accountants, a company with 1038 employees, based in Kalamazoo, Michigan, United States. AeroLeads shows a matched LinkedIn profile for Liam Zoli.

Liam Zoli previously worked as Financial Analyst at Uhy Llp, Certified Public Accountants and National Finance Intern at Uhy Llp, Certified Public Accountants. Liam Zoli holds Bachelor'S Degree, Financial Planning And Services, Junior from Western Michigan University.

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UHY LLP, Certified Public Accountants

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Profile bio

About Liam Zoli

Currently a Junior at Western Michigan University majoring in Finance with a minor in Economics. Strongly interested in pursuing a career within wealth management.I am a a dedicated financemajor at Western Michigan University, maintaining a 4.0 GPA and earning Dean’s List honors. My passion for finance is reflected in my leadership roles, including Scholarship Chair and Assistant Treasurer for Pi Kappa Alpha, and as a VP within Delta Sigma Pi, where I drive initiatives in diversity, equity, and inclusion.I’ve gained hands-on experience through interning with UHY Advisors and my current position as financial analyst, enhancing my financial analysis and professional skills. As a member of the Financial Services Association and a competitive DECA participant, I am committed to growing my expertise in the finance industry.

Current workplace

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UHY LLP, Certified Public Accountants
Uhy Llp, Certified Public Accountants
Financial Analyst Intern
Kalamazoo, MI, US
Website
Employees
1038
AeroLeads page
7 roles

Liam Zoli work experience

A career timeline built from the work history available for this profile.

Financial Analyst

Current

Kalamazoo, Michigan, United States

Conduct detailed analyses of financial statements to identify trends, variances, and key metrics.Provide insights and recommendations for process improvements.Prepare clear and concise reports and presentations for internal and external stakeholders.Assist in managing client expectations and delivering exceptional service.

Sep 2024 - Present

National Finance Intern

Farmington Hills, Michigan, United States

  • Reconciled daily cash application of 2 separate entities through ERP software to ensure bank deposits and general ledger entries are balanced, gaining experience in research analysis and Excel.
  • Managed remote & lockbox deposits, credit card payments, 1099 forms, tax documents, and check allocation of the national and regional finance departments, portraying effective communication skills and thorough.
Jun 2024 - Sep 2024

Server

Current

Kalamazoo, Michigan, United States

  • Provide attentive and personalized service to senior residents in a dining setting, fostering positive relationships with residents by engaging in friendly conversation and providing excellent customer service.
  • Recipient of the 2024 Friendship Village Employee Scholarship.
Jan 2024 - Present

Extern

Southfield, Michigan, United States

  • Selected to represent Western Michigan University for a two-day Expo at Plante Moran.
  • Obtained thorough knowledge of the wealth management industry by speaking with organization leaders about the specifications of the company's culture, professional services, and career opportunities.
May 2023 - May 2024

Pro Shop Attendant

Plymouth, Michigan, United States

  • Managed cash transactions with precision, maintaining accurate records, and showcasing a string commitment to financial integrity and responsibility.
  • Collaborated effectively with cross-functional teams, demonstrating strong interpersonal skills and contributing to a work environment emphasizing productivity.
  • Demonstrated exceptional customer service skills by efficiently handling inquiries, addressing concerns, and ensuring client satisfaction.
May 2023 - Aug 2023

Lead Barista

Canton, Michigan, United States

  • Quickly adapted to fast-paced, high-pressure situations, ensuring quality of beverages were up to company guidelines.
  • Independently managed cash and online transactions while adhering to the necessary requirements to run a food-related organization in completeness.
  • Successfully managed multiple tasks, including taking orders, preparing drinks, and maintaining a clean and organized workspace.
May 2021 - Aug 2022
Team & coworkers

Colleagues at UHY LLP, Certified Public Accountants

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2 education records

Liam Zoli education

Bachelor'S Degree, Financial Planning And Services, Junior

Activities and Societies: Pi Kappa Alpha, Delta Sigma Pi, DECA, Financial Services Association

FAQ

Frequently asked questions about Liam Zoli

Quick answers generated from the profile data available on this page.

What company does Liam Zoli work for?

Liam Zoli works for UHY LLP, Certified Public Accountants.

What is Liam Zoli's role at UHY LLP, Certified Public Accountants?

Liam Zoli is listed as Financial Analyst Intern at UHY LLP, Certified Public Accountants.

Where is Liam Zoli based?

Liam Zoli is based in Kalamazoo, Michigan, United States while working with UHY LLP, Certified Public Accountants.

What companies has Liam Zoli worked for?

Liam Zoli has worked for Uhy Llp, Certified Public Accountants, Friendship Village Kalamazoo, Plante Moran Wealth Management, Fox Hills Golf & Banquet Center, and Bambu Desserts & Drinks.

Who are Liam Zoli's colleagues at UHY LLP, Certified Public Accountants?

Liam Zoli's colleagues at UHY LLP, Certified Public Accountants include George Mavrommatis, Brett Delano, Dara Rodriguez, Kurt Cunningham, and Aabid Sabnam.

How can I contact Liam Zoli?

You can use AeroLeads to view verified contact signals for Liam Zoli at UHY LLP, Certified Public Accountants, including work email, phone, and LinkedIn data when available.

What schools did Liam Zoli attend?

Liam Zoli holds Bachelor'S Degree, Financial Planning And Services, Junior from Western Michigan University.

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