Robert Petrelli

Auditor at Suplee, Clooney & Company
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Contact Information
us****@****om
(386) 825-5501
Location
JE

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Credentials

  • OSHA 30 General Industry
    osha
    May, 2019
    - Nov, 2024
  • BMC (Bloomberg Market Concepts)
    Bloomberg LP
    Nov, 2018
    - Nov, 2024
  • CERT
    Somerset County
    Apr, 2015
    - Nov, 2024

Experience

    • United States
    • Accounting
    • 1 - 100 Employee
    • Auditor
      • Jan 2021 - Present

    • United States
    • Financial Services
    • 700 & Above Employee
    • Customer Centricity Intern
      • May 2019 - Aug 2019

      • Completed a cost-benefit analysis of Customer Relationship Management (CRM), Customer Database Platform (CDP), and Data Management Platform (DMP) and their feasibility for the business and presented findings to Executives who elected to move forward with their purchase • Created comprehensive white paper on effective elements in culture change to focus on rewarding preferred customers with a preferred experience and presented to CEO • Co-led the creation of a Customer Lifetime Value (CLV) formula to better target and serve select groups of customers • Established new metric system to better quantify and value agile method projects that improve the customer experience, but do not easily lend themselves to a bottom dollar amount

    • United States
    • Advertising Services
    • 500 - 600 Employee
    • Associate
      • Jun 2016 - Aug 2018

      iQuanti, Associate Jersey City, NJ (Summer 2016; Summer 2017; Summer 2018) • Designed and delivered a worldwide expense database tool to more efficiently reflect employee T&E accounts totaling more than $3.5 Million • Participated in and managed the collection of materials for a company-wide audit by EisnerAmper • Created and implemented improved cost controls for employee and office spending • Onboarded two new employees, managed company device set-up, updated onboarding materials, assisted in payroll set-up, and timesheet procedure training • Engaged in strategy and sales meetings with the CEO, CFO, and Sr. Accountant to reform expensing database following company audit

    • United States
    • Financial Services
    • 700 & Above Employee
    • Summer Observer
      • Jun 2015 - Aug 2015

      • Interned with SEO, Social Media, and Creative Teams, as well as Sales Managers and top executives to gain insight into business operations • Assisted in developing social media marketing plans and designs, specifically Facebook and Twitter, that increased web traffic to a recent product launch page. • Participated in creative team brainstorming and design new collateral for an upcoming product launch. • Interned with SEO, Social Media, and Creative Teams, as well as Sales Managers and top executives to gain insight into business operations • Assisted in developing social media marketing plans and designs, specifically Facebook and Twitter, that increased web traffic to a recent product launch page. • Participated in creative team brainstorming and design new collateral for an upcoming product launch.

    • Owner
      • Jun 2010 - Jun 2015

      Continuous • Recognized business opportunity and established local pet business in 2008 • Started with dog walking and expanded to recurring pet sitting and other home care in 2010 • Provided marketing, invoicing, money management • Total revenues to date are over $11K Continuous • Recognized business opportunity and established local pet business in 2008 • Started with dog walking and expanded to recurring pet sitting and other home care in 2010 • Provided marketing, invoicing, money management • Total revenues to date are over $11K

Education

  • Marist College
    Bachelor of Science (B.S.), Dual Major: Finance/Accounting, with a secondary concentration in Computer Information Systems
    2016 - 2020
  • Rutgers Preparatory School
    High School Diploma, General Studies
    2012 - 2016

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