Eric Jenks

Senior Accountant at Annex Wealth Management
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Contact Information
us****@****om
(386) 825-5501
Location
US
Languages
  • English -

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Experience

    • United States
    • Investment Management
    • 100 - 200 Employee
    • Senior Accountant
      • Feb 2023 - Present

    • United States
    • Construction
    • 1 - 100 Employee
    • Senior Accountant
      • Sep 2022 - Feb 2023

    • United States
    • Furniture and Home Furnishings Manufacturing
    • 1 - 100 Employee
    • Cost Accountant
      • Sep 2021 - Sep 2022

    • Accountant
      • Mar 2016 - Feb 2022

      • Enter purchase order and non-purchase order accounts payable into business system, including research of discrepancies• Select and process weekly accounts payable checks • Maintain all accounts payable related records such as W9s and certificates of insurance• Enter field labor and office timecards into business system by project order• Maintain and report on weekly company-wide sales bookings & furniture and design project manager hours including related general ledger entries• Enter contract and cost updates to project orders during month end closing process • Assist in month-end preparation including reviewing select general ledger accounts• Preparation of CBI Partners LLC monthly statements and reports• Maintain petty cash• Provide backup to Accounts Receivable duties as required• Conduct monthly Sales forecasting meetings with Account Executives

  • MATTY'S BAR AND GRILLE
    • New Berlin, Wisconsin, United States
    • Bartender
      • Jun 2019 - Jun 2022

  • Coleman and Williams
    • Greater Milwaukee Area
    • Associate Auditor
      • Apr 2015 - Feb 2016

      Performed client risk assessment, substantive and compliance testing for state and local governments, not for profit organizations and employee benefit plans. Prepared tax exempt, not for profit, and individual tax returns. Created and maintained audit budget and tactical plans for audits. Prepared yearly small business financial reports. Performed client risk assessment, substantive and compliance testing for state and local governments, not for profit organizations and employee benefit plans. Prepared tax exempt, not for profit, and individual tax returns. Created and maintained audit budget and tactical plans for audits. Prepared yearly small business financial reports.

    • United States
    • Financial Services
    • 1 - 100 Employee
    • Mortgage Loan Officer
      • Mar 2014 - Nov 2014

    • United States
    • Restaurants
    • 700 & Above Employee
    • Driver/Manager
      • Aug 2006 - Apr 2014

      Inventory management. Certified Trainer. Completed performance reviews. Performed weekly sales, payroll and invoice requirements. Inventory management and ordering. Cash handling. Delivery area management. Point of sale and customers relations. Consistently the top delivery driving fundraiser for both "Camp Heartland" and "World Hunger Relief" charities. Inventory management. Certified Trainer. Completed performance reviews. Performed weekly sales, payroll and invoice requirements. Inventory management and ordering. Cash handling. Delivery area management. Point of sale and customers relations. Consistently the top delivery driving fundraiser for both "Camp Heartland" and "World Hunger Relief" charities.

    • Outdoor Ministry/Counselor
      • May 2005 - Aug 2005

      Oversight of the well-being and entertainment of 10 to 12 middle school age boys. Lesson planning. Independent bible studies. Time management. Open fire cooking. Oversight of the well-being and entertainment of 10 to 12 middle school age boys. Lesson planning. Independent bible studies. Time management. Open fire cooking.

Education

  • University of Wisconsin-Whitewater
    Bachelor’s Degree, Business Administration; Accounting
    2003 - 2013

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