Jacob Gregory
Senior Auditor at Berman Hopkins CPAs & Associates, LLP- Claim this Profile
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Bio
Experience
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Berman Hopkins CPAs & Associates, LLP
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United States
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Accounting
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1 - 100 Employee
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Senior Auditor
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Jul 2022 - Present
Manage several compilations, reviews, and audit engagements for construction, manufacturing and retail industries. Integral part of planning season. In charge of employee benefit plan audits during off-busy season. Supervise, review and train staff on analyzing and testing different accounting areas. Draft financial statements for all engagements. Maintains client relationships.
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Audit Staff
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Aug 2020 - Jul 2022
Assisted in preparing testing procedures on internal controls. Performed testing in several accounting areas including accounts receivable, accounts payable, cash, notes payable, and contracts in progress. Drafted financial statements for various clients.
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Audit Intern
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Jan 2020 - Aug 2020
Complete independence, risk assessment, engagement, and materiality forms required for auditing. Use excel and Go File Room to update financial statements which include income statements, balance sheets, and statements of cash flows. Attend meetings with clients.
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Meaden & Moore
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United States
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Accounting
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100 - 200 Employee
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Investigative Accounting Intern
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Nov 2018 - Dec 2019
Using financial data given to us from many different types of businesses to help calculate business income loss due to natural disasters, theft, or any other situation that would hinder a business. Phone calls to clients to gather financial documentation to assess claims and discuss other information relevant to each analysis. Working with Microsoft Excel and Adobe Acrobat for PDFs daily to help with analyses. Using financial data given to us from many different types of businesses to help calculate business income loss due to natural disasters, theft, or any other situation that would hinder a business. Phone calls to clients to gather financial documentation to assess claims and discuss other information relevant to each analysis. Working with Microsoft Excel and Adobe Acrobat for PDFs daily to help with analyses.
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University of Central Florida
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United States
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Higher Education
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700 & Above Employee
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Lifeguard
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Feb 2017 - Mar 2019
Supervised up to 100 patrons daily to ensure their safety.Set up, patrolled, and cleaned up events that contained up to 400 guests.Complied with several audits per month to keep skills in check. Supervised up to 100 patrons daily to ensure their safety.Set up, patrolled, and cleaned up events that contained up to 400 guests.Complied with several audits per month to keep skills in check.
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Assistant Football Coach
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Aug 2017 - Oct 2018
Coach the incoming freshmen as well as the junior varsity team.Teach them the skills they need to improve their game along with respect so they become better individuals on and off the field. Coach the incoming freshmen as well as the junior varsity team.Teach them the skills they need to improve their game along with respect so they become better individuals on and off the field.
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Camp Counselor
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Jun 2012 - Jul 2016
Watched over eight campers for three weeks at an overnight camp during the summer.Responsible for campers to be on time to each session, as well as made sure they were having fun.Maintained a schedule to ensure campers received medication promptly from nurse when needed. Watched over eight campers for three weeks at an overnight camp during the summer.Responsible for campers to be on time to each session, as well as made sure they were having fun.Maintained a schedule to ensure campers received medication promptly from nurse when needed.
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Afloat Wellness Spa
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United States
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Wellness and Fitness Services
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Front Desk
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Aug 2015 - Jun 2016
Provided excellent customer service to clients on a daily basis.Knowledgeable on services provided including massages, saunas, and flotation therapy.Cleaned and maintained flotation pods between clients.Sold approximately 65 memberships and other packages to clients.Helped with designing advertisements to promote business. Provided excellent customer service to clients on a daily basis.Knowledgeable on services provided including massages, saunas, and flotation therapy.Cleaned and maintained flotation pods between clients.Sold approximately 65 memberships and other packages to clients.Helped with designing advertisements to promote business.
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Education
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University of Central Florida
Pursuing Accounting, Accounting