Andrew Sale

Staff Accountant at CDC Small Business Finance
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Contact Information
us****@****om
(386) 825-5501
Location
San Diego, California, United States, US

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Credentials

  • Financial Modeling and Forecasting Financial Statements
    LinkedIn
    May, 2023
    - Nov, 2024

Experience

    • United States
    • Financial Services
    • 100 - 200 Employee
    • Staff Accountant
      • Dec 2018 - Present

      During my tenure at CDC Small Business Finance I have been responsible for maintaining financial procedures and confirming financial compliance with government agencies and private lenders. During my tenure at CDC Small Business Finance I have been responsible for maintaining financial procedures and confirming financial compliance with government agencies and private lenders.

    • United States
    • Insurance
    • 700 & Above Employee
    • Staff Accountant
      • Jan 2015 - Dec 2018

       Responsible for analyzing revenue and expenses every month end for numerous agencies, noting trends as well as researching variances to see if there were errors that needed correcting, or if there was another reason that could cause large deviations from budgeted figures. These analyses had to be thorough, while still adhering to strict deadlines to provide timely reports for management  Monitored balance sheet accounts for different agencies by creating monthly and quarterly… Show more  Responsible for analyzing revenue and expenses every month end for numerous agencies, noting trends as well as researching variances to see if there were errors that needed correcting, or if there was another reason that could cause large deviations from budgeted figures. These analyses had to be thorough, while still adhering to strict deadlines to provide timely reports for management  Monitored balance sheet accounts for different agencies by creating monthly and quarterly reports to understand the numerous entries being recorded. It was my responsibility to research, label, and clean up each entry, as well as maintain appropriate balances for balance sheet accounts that require them  Prepared monthly producer packages for over 50 producers detailing revenue, commission, open receivables, T&E account balances, and was the first point of contact to answer any questions the producers may have regarding these reports  Performed monthly consolidating entries for various agencies, compiling revenue and expenses from a number of different legacy accounting programs  In charge of allocating commission across 12 different company agencies to over 600 different producers Show less  Responsible for analyzing revenue and expenses every month end for numerous agencies, noting trends as well as researching variances to see if there were errors that needed correcting, or if there was another reason that could cause large deviations from budgeted figures. These analyses had to be thorough, while still adhering to strict deadlines to provide timely reports for management  Monitored balance sheet accounts for different agencies by creating monthly and quarterly… Show more  Responsible for analyzing revenue and expenses every month end for numerous agencies, noting trends as well as researching variances to see if there were errors that needed correcting, or if there was another reason that could cause large deviations from budgeted figures. These analyses had to be thorough, while still adhering to strict deadlines to provide timely reports for management  Monitored balance sheet accounts for different agencies by creating monthly and quarterly reports to understand the numerous entries being recorded. It was my responsibility to research, label, and clean up each entry, as well as maintain appropriate balances for balance sheet accounts that require them  Prepared monthly producer packages for over 50 producers detailing revenue, commission, open receivables, T&E account balances, and was the first point of contact to answer any questions the producers may have regarding these reports  Performed monthly consolidating entries for various agencies, compiling revenue and expenses from a number of different legacy accounting programs  In charge of allocating commission across 12 different company agencies to over 600 different producers Show less

    • Teller Coordinator
      • Jan 2011 - Jan 2015

    • Advertising Services
    • 1 - 100 Employee
    • Independent Contractor- Content Writer
      • Sep 2010 - Dec 2010

      As an independent contractor I write various pieces of content for different websites to make them optimized for search engine results. I also build blogs to increase traffic to these sites. As an independent contractor I write various pieces of content for different websites to make them optimized for search engine results. I also build blogs to increase traffic to these sites.

    • United States
    • Retail
    • 700 & Above Employee
    • Sales floor Stocker
      • Oct 2009 - Dec 2009

      Received hourly updates on what items need to be stocked on the sales floor via personal PDA, gathered the required items throughout the back stock room, and then neatly stocked them on the sales floor Helped customers with any questions they may have, including showing them where products were, or checking the back stock room for more items Received hourly updates on what items need to be stocked on the sales floor via personal PDA, gathered the required items throughout the back stock room, and then neatly stocked them on the sales floor Helped customers with any questions they may have, including showing them where products were, or checking the back stock room for more items

    • Events Services
    • 1 - 100 Employee
    • Event Manager
      • Oct 2008 - Jul 2009

      Traveled throughout numerous states delivering, setting up, and operating party supplies to various corporate events Interacted with the clients on a regular basis to ensure they received high quality service Traveled throughout numerous states delivering, setting up, and operating party supplies to various corporate events Interacted with the clients on a regular basis to ensure they received high quality service

    • Staff Writer
      • Oct 2008 - May 2009

      Wrote numerous articles weekly based on attended events and research conducted. Interviewed numerous celebrities at red carpet events, as well as personal interviews with Oscar-winning directors Wrote numerous articles weekly based on attended events and research conducted. Interviewed numerous celebrities at red carpet events, as well as personal interviews with Oscar-winning directors

    • Server
      • Sep 2008 - May 2009

      Served up to 10 tables simultaneously for long periods of time, utilizing multi-tasking and time-management skills while providing excellent customer service Served up to 10 tables simultaneously for long periods of time, utilizing multi-tasking and time-management skills while providing excellent customer service

    • Call Center Operator
      • Oct 2007 - Oct 2008

      Called San Diego State alumni asking for donations to the school After each call, data entry into the computer was required to update the alumni's status Called San Diego State alumni asking for donations to the school After each call, data entry into the computer was required to update the alumni's status

Education

  • National University
    Bachelor of Science (B.S.), Accounting
    2013 - 2014
  • San Diego State University
    B.A, Political Science
    2005 - 2009

Community

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