Samuel Treece, Cpa Email & Phone Number

London, GB

London, GB

Denver, Colorado, US

• Conducted labs for undergraduates each week to reinforce managerial finance concepts learned in class
• Tutored MBA students in finance courses
• Developed presentation skills by teaching large groups

London, GB

• Learned to navigate a virtual environment, effectively collaborating to deliver a timely audit
• Reviewed companies’ financial statements before issuance, connecting line items to key testing areas and presented errors to senior members of the team to ensure accuracy and completeness
• Increased proficiency in excel, resulting in quicker and more effective data analysis

Cleveland, Ohio, US

• Assisted in the audits of several clients’ Employee Benefit Plans
• Gained exposure to the audit from start to finish, collecting and analyzing financial data
• Performed extensive testing including eligibility, payroll, contributions, and income allocation testing to ensure plan compliance
• Helped improve existing analysis procedures and taught CPE to the audit staff

• Used a CRM system to analyze, develop, and manage prospects for acquisition in the insurance space
• Called as many as 100 insurance agencies per day and illustrated the process of a sale to each owner
• Facilitated conference calls between sellers and pertinent clients

• Identified clients’ needs through an analysis of their present financial situation and recommended appropriate investment and insurance solutions
• Closed a deal in less than three months, adding to the firm’s assets under management

Master Of Science - Ms, Accounting

Bachelor'S Degree, Accounting And Finance