Spencer Dean Olson, Cpa Email & Phone Number

Waltham, Massachusetts, United States

Chicago, Illinois, United States

• Collaborate with founders to develop financial statements grounded in well-reasoned assumptions, creating compelling visualizations that drive successful capital raises.Develop financial plans to back vision and help.
• Perform detailed budget-to-actual analysis, identifying variances, and providing actionable insights to optimize financial performance and ensure alignment with business goals.
• Model startup cash flows, including cash concentrations, wire transfers, account funding, and capital injections, to ensure optimal liquidity and efficient cash management.
• Conduct comprehensive financial analysis, including forecasting, variance analysis, and market research, to support strategic decision-making and drive business growth.

Chicago, Illinois, United States

• I started with EY as an intern and came back as a full-time employee in 2023.Industry: InsuranceExposure to global brokerage, risk management, life, P&C, retirement and investment services
• Prepared workpapers using Microsoft Excel and conduct audit work for clients in the insurance industry. Create materials individually and with teams that assist in the issuance of audit reports for companies with.
• Utilized Lean Six Sigma and continuous improvement curriculum training for the creation of zero based/target budgeting and project management deliverables, formation of scope and strategy initiatives, and.
• Planned and coordinated events as a core member of the Chicago Eco-Innovators Group at EY, including a composting education event with WasteNot with over 20 participants, a Sustainable Wellness event with the EY.

Bloomington, Indiana, United States

• Performed non-discriminate data verification using industry-standard research tools, submitting a comprehensive report with 2,000+ data points, resulting in a pending publication analyzing financial credibility through.
• Conducted over 20 mock client meetings with an external auditor using Deloitte assurance educational materials.
• Evaluated accounting coursework for over 500 students in the Kelley School of Business' Department of Accounting.

Chicago, Illinois, United States

Industry: InsuranceExposure to employee benefit plans

Sectorul 1, Bucharest, Romania

• Researched and developed a Microsoft PowerPoint presentation regarding American Audit Procedures delivered to eight Noerr finance professionals, facilitating a roundtable discussion of potential firm application and.
• Created a Microsoft Excel template for use in a new client’s business plan to generate 50% non-reimbursable state aid from Romanian authorities, including 23 specific locational assumptions, employee turnover.
• Investigated the global conveyor market and the European household appliances market, creating market analyses including relevant graphics, market segmentation information, regional analysis, as well as insights into.

Chicago, Illinois, United States

• Industry: ManufacturingExposure to forging industry, employee benefit plans
• Performed audit procedures for more than five employee benefit plans, including the testing of over 50 samples
• Prepared and updated three engagement letters from prior years to reflect changing environments and circumstances
• Researched and developed a presentation about a public company that contained a SWOT analysis, business model analysis, and a pitch for potential service line opportunities involving the target.

Wilmette, Illinois, United States

• Conducted in-depth analysis of financial statements to forecast future expenses and identify growth opportunities.
• Leveraged QuickBooks Desktop and Online to streamline budget planning, creating detailed expense reports and annual budget forecasts.
• Collaborated with organizational stakeholders to discuss and clarify financial statement components, ensuring accuracy and alignment with strategic goals.

Wilmette, Illinois, United States

Worked during the summers at Depot Nuevo, a Mexican restaurant and tequila bar.

Master Of Business Administration - Mba, Financial Analysis

Activities and Societies: WIUX radio show host

Bachelor Of Science In Business, Accounting And Finance

Activities and Societies: Dean's List, Pi Lambda Phi Housing Director, WIUX Finance Director for 2 terms

High School Diploma

Activities and Societies: Immovable Center (Meditation Club), Young Entrepreneur's Club