Jacob Weiner Email & Phone Number

Chicago, Illinois, United States

Chicago, Illinois, United States

Chicago, Illinois, United States

● Worked with our senior accountant and the Plante Moran auditors on the 2019 and 2020 interim and year end audit ● Built relationships with producers to maintain record keeping of revenue and other data so it was comprehensible● Helped with the onboarding of our new accountants when we hired or acquired someone● Participated in the month-end closing process and reconciled intercompany, balance sheet, and P&L accounts● Calculated our producers’ commission payments, based on their revenue, and submitted them to payroll● Assisted with the preparation of monthly, quarterly, annual reporting and the final review● Balanced and processed journal entries in the GL system that relate to revenue, expenses, and commission● Recorded all cash activity that comes through our corporate concentration accounts for the US and Canada.● Reconciled 4 different bank accounts and performed bank sweeps for 50+ of our US and 50+ CAD accounts monthly● Became proficient with the accounting program Oracle running reports, reviewing account balances, and vendor payments

Lake Forest, Illinois

● Prepared cash budgets, forecasts, track suspense, and various special projects for VP of Treasury● Participated in the month-end closing process and reconcile intercompany accounts ● Assisted with the preparation of monthly, quarterly, and annual reporting ● Balanced and process journal entries in the GL system● Helped create and enhance a database with procedures and client information● Used programs such as SAP, OpsNet, and FACS on a daily basis

• Chosen as one of twenty two in a competitive pool of 130 applicants• Worked with my pledge class to develop marketing and finance sections of a comprehensive business plan which will then be executed through a fundraise over a nine week process• Fundraised over $1,200 with my pledge class, which was executed with our business plan• Organized my own community service event, while collaborating with another student organization

• Control the bank account (checking and savings), credit card, and checkbook• Performed an internal audit on our chapter along side the audit committee• Created an online store through square to collect electronic payments for dues, apparel, and other items.• Responsible for all inflows and outflows of monies for payments to heritage, deposits, and expenses• Record all payments with thorough bookkeeping using excel

• Performed food preparation duties and side work to ensure the restaurant was ready each day• Cooperated with other departments to ensure that customers get quality service and satisfaction• Successfully multitask by being able to serve more than one customer at a time and handle multiple tasks

• Schedule reservations and expertly managed large customer crowds while paying close attention to detail • Effectively handled many customers professionally yet in a friendly manner• Trained, validated, and evaluated each host to decide whether or not he or she is well suited for the position• Collaborate and multitask with the following positions: servers, bussers, and other hosts

• Gained professionalism for the business world• Networked with professional speakers brought in by the Student Accounting Society

Tel Aviv, Israel

• Constructed a competitive analysis for possible future expansion to the United States• Completed market research and data analysis on technology trends, insurance, fleets, and texting and driving• Assisted in publishing an article about advanced driver assistance systems, autonomous cars, and other related topics• Used my proficiency in Excel to create pivot tables, charts, and used Vlookups to present information to my supervisors

My most important role as Chapter president is creating a vision and branding our organization throughout campus. I delegate tasks to other officers and members to be the most engaged and active Scholars they could possible be. I hope all members are able experience and receive the full benefits of the Society.

• Cooperated with my floor mates as a united community• Attended business themed living community events

Bachelor Of Science (B.S.), Accounting And Finance, Senior

Activities and Societies: Alpha Kappa Psi, National Society of Collegiate Scholars, running, and swimming

High School

Activities and Societies: Track and Field, Gymnastics, Volleyball