Jacob Weiner

Jacob Weiner Email and Phone Number

Sales Representative and Interiors Associate @ Xced Design Build
chicago, illinois, united states
Jacob Weiner's Location
Chicago, Illinois, United States, United States
Jacob Weiner's Contact Details

Jacob Weiner personal email

n/a

Jacob Weiner phone numbers

About Jacob Weiner

After working in both the accounting and finance world for over 5 years, I'm finally making the shift to an industry that I have always had a passion for, interior design. While learning many skills sets to break into this new industry, I'm taking my skills from working at Morningstar of selling investment portfolios to selling design contracts, kitchens, bathrooms, and fully transformed spaces to reflect the people who reside in them.

Jacob Weiner's Current Company Details
Xced Design Build

Xced Design Build

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Sales Representative and Interiors Associate
chicago, illinois, united states
Website:
xceddesignbuild.com
Employees:
2
Jacob Weiner Work Experience Details
  • Xced Design Build
    Sales Representative And Interiors Associate
    Xced Design Build Mar 2024 - Present
    Chicago, Illinois, United States
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  • Morningstar
    Internal Sales Consultant
    Morningstar Oct 2022 - Jul 2023
    Chicago, Illinois, United States
    View
  • Morningstar
    Senior Customer Support Representative
    Morningstar Nov 2021 - Oct 2022
    Chicago, Illinois, United States
    View
  • Hub International
    Staff Accountant
    Hub International Jan 2019 - Jul 2021
    ● 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
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  • Tsi - Transworld Systems Inc.
    Treasury Analyst
    Tsi - Transworld Systems Inc. Apr 2018 - Jan 2019
    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
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  • Alpha Kappa Psi
    Active Member
    Alpha Kappa Psi Aug 2013 - Aug 2017
    • 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
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  • Alpha Kappa Psi
    Associate Treasurer
    Alpha Kappa Psi Dec 2014 - May 2015
    • 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
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  • Medici
    Server
    Medici May 2015 - May 2017
    • 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
  • Medici
    Host
    Medici Jun 2014 - May 2015
    • 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
  • Student Acounting Society
    Active Member
    Student Acounting Society Aug 2012 - May 2017
    • Gained professionalism for the business world• Networked with professional speakers brought in by the Student Accounting Society
  • Saverone
    Business Intelligence Intern
    Saverone Jun 2016 - Aug 2016
    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
  • The National Society Of Collegiate Scholars
    President
    The National Society Of Collegiate Scholars Mar 2014 - May 2015
    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.
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  • Hewett Manchester Student Association
    Business Floor President
    Hewett Manchester Student Association Aug 2012 - May 2013
    • Cooperated with my floor mates as a united community• Attended business themed living community events

Jacob Weiner Skills

Microsoft Office Teamwork Accounting Time Management Powerpoint Strong Communication And Customer Service Skills Microsoft Word Leadership Public Speaking Effective Team Building And Problem Solving Skills Community Service Social Media Speaks Spanish Fluently Access Team Leadership Networking Customer Service Business Planning Finance Social Networking Event Planning Facebook Quickbooks

Jacob Weiner Education Details

Frequently Asked Questions about Jacob Weiner

What company does Jacob Weiner work for?

Jacob Weiner works for Xced Design Build

What is Jacob Weiner's role at the current company?

Jacob Weiner's current role is Sales Representative and Interiors Associate.

What is Jacob Weiner's email address?

Jacob Weiner's email address is ja****@****nal.com

What is Jacob Weiner's direct phone number?

Jacob Weiner's direct phone number is +184794*****

What schools did Jacob Weiner attend?

Jacob Weiner attended Illinois State University, Adlai E. Stevenson High School.

What skills is Jacob Weiner known for?

Jacob Weiner has skills like Microsoft Office, Teamwork, Accounting, Time Management, Powerpoint, Strong Communication And Customer Service Skills, Microsoft Word, Leadership, Public Speaking, Effective Team Building And Problem Solving Skills, Community Service, Social Media.

Who are Jacob Weiner's colleagues?

Jacob Weiner's colleagues are Jakub Nowak, Katie Woollin, Gary Dayan, Tony Muniz.

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