Nick Kubera Email & Phone Number

Malvern, Pennsylvania, United States

Prepares financial statements, performs analysis, and interacts with clients and management:Financial statements: Prepares financial statements, footnotes, and partner capital statements. Analyzes financial statements to verify accuracy.Regulatory reports: Compiles and advises on regulatory reports, such as Form PF and Form SLT.General ledger: Maintains and controls the general ledger and sub-ledgers.Bookkeeping: Processes bookkeeping entries, including standard and complex entries.Client interactions: Reviews client partnership agreements, PPMs, and other materials. Interacts with clients and management.Compliance: Monitors compliance of agreements with clients, including the Service Level.Cash reconciliations: Maintains and reviews cash reconciliations between the general ledger and bank account activity.Fund structures: Participates in the implementation of fund structures onto the accounting system.

King Of Prussia, Pennsylvania, United States

• Promoted insurance and the insurance industry to customers who need insurance• Network with potential clients• Educate customers on each type of insurance coverage and make recommendations based on their needs• Evaluate current insurance policies and make recommendations when needed• Maintain all insurance documents and confidentiality

Glen Mills, Pennsylvania, United States

• Assembled complex orders for contracting companies, which involved locating each individual product throughout the warehouse• Arranged an average of thirty individual online orders a day, and packaged each one, ensuring that it would be safe in transit through a third-party shipping service to places all across the country• Fulfilled every online order, which involved calculating the weight, dimensions, and ultimately the freight cost for each product• Interacted with about five customers a week, while fulfilling their orders in which they would come to the warehouse to receive• Received new purchases of product into the cloud ERP system it, and placing in their assigned location• Delivered contractor orders to various locations throughout the tri-state area while insuring product safety

1 Norwood House Rd, Downingtown Pa

• Responsible for sales and finance, burial operations, landscaping, office property and equipment maintenance. • Accountable for $62,000 in sales as well as collecting $83,500 in burial expenses, arraigning over 60 funerals with various funeral homes.• Met with board members weekly and setup regulations and restrictions for activities allowed on property grounds.• Helped navigate the company through a management switch during the start of the pandemic, adapting to new regulations and operations throughout the height of it.

699 Rice Blvd Exton Pa

Parks and Recreation Groundskeeper •Responsible for maintaining the government-owned parks and properties of Uwchlan Township. •Cleaned and maintained the grounds of the township parks, as well as the roads and trails in the jurisdiction.