Samuel Nelson

Staff Auditor at Richardson & Company, LLP
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Contact Information
us****@****om
(386) 825-5501
Location
Galt, California, United States, US
Languages
  • Spanish Limited working proficiency
  • Quechua Limited working proficiency

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Experience

    • United States
    • Accounting
    • 1 - 100 Employee
    • Staff Auditor
      • Sep 2022 - Present

      As a staff auditor, I detail test components of financial systems for a wide variety of clients, including not-for-profits, local governments, banks, and local for-profit businesses. I enjoy working with clients during in-person fieldwork, discussing accounting treatments and financial disclosures. I truly learn and synthesize new audit concepts and procedures daily, which is exciting as I continue to grow into my career. As a staff auditor, I detail test components of financial systems for a wide variety of clients, including not-for-profits, local governments, banks, and local for-profit businesses. I enjoy working with clients during in-person fieldwork, discussing accounting treatments and financial disclosures. I truly learn and synthesize new audit concepts and procedures daily, which is exciting as I continue to grow into my career.

    • Administrative Services Assistant
      • Aug 2019 - Sep 2022

      Coordinated the implementation of new internal financial processes as a result of changing business environment due to COVID and COVID policies Interfaced with a high volume of customers, in-person, via email, and via telephone Transacted large amounts of cash and card payments Reconciled daily inventory, balanced daily transactions Analyzed and applied parking policy for a wide range of customer support issues Employed a thorough understanding of campus infrastructure to assist UC departments with logistical transportation questions Show less

    • United States
    • Oil and Gas
    • 1 - 100 Employee
    • Administrative Assistant
      • May 2019 - Aug 2019

      Balanced monthly Accounts Receivable ledger using accounting best practices Balanced daily margins of sales using Excel, PDS, and FTP Gathered and calculated expense reports for 10+ employees Processed incoming and outgoing mail (USPS, USPS Certified, DHL, FedEx) Kept track of office inventory, ordered supplies Greeted all incoming visitors professionally and routed all incoming calls to the proper department Balanced monthly Accounts Receivable ledger using accounting best practices Balanced daily margins of sales using Excel, PDS, and FTP Gathered and calculated expense reports for 10+ employees Processed incoming and outgoing mail (USPS, USPS Certified, DHL, FedEx) Kept track of office inventory, ordered supplies Greeted all incoming visitors professionally and routed all incoming calls to the proper department

    • United States
    • Education Management
    • 1 - 100 Employee
    • Office Administrative Assistant
      • Feb 2019 - May 2019

      Researched current California education news articles, summarizing the articles and relaying the information to all CSBA staff Managed conference room calendaring and set-up of large-scale meetings with catering Greeted all incoming visitors and staff professionally Transferred all incoming calls to the proper recipient Processed incoming and outgoing mail Walked through the building for preventative maintenance measures, noting hazards and needed repairs Researched current California education news articles, summarizing the articles and relaying the information to all CSBA staff Managed conference room calendaring and set-up of large-scale meetings with catering Greeted all incoming visitors and staff professionally Transferred all incoming calls to the proper recipient Processed incoming and outgoing mail Walked through the building for preventative maintenance measures, noting hazards and needed repairs

    • United States
    • Financial Services
    • 1 - 100 Employee
    • Client Services Coordinator
      • Jan 2019 - Feb 2019

      I managed client relations, personnel, and various administrative functions for Fountainhead Wealth. My role was very hands-on, communication-based, and fast-paced. I managed client relations, personnel, and various administrative functions for Fountainhead Wealth. My role was very hands-on, communication-based, and fast-paced.

    • Student Assistant
      • Apr 2015 - Aug 2018

      As a student assistant for Transportation and Parking Services, I worked as a cashier, customer service representative, trainer of new hires for office/administrative work, and bicycle patrol officer. At this job I helped a high volume of customers on a daily basis, both in-person and via telephone. I developed interpersonal skills, interdepartmental communication skills, diplomacy, and office professionalism. As a student assistant for Transportation and Parking Services, I worked as a cashier, customer service representative, trainer of new hires for office/administrative work, and bicycle patrol officer. At this job I helped a high volume of customers on a daily basis, both in-person and via telephone. I developed interpersonal skills, interdepartmental communication skills, diplomacy, and office professionalism.

    • English Second Language Teacher
      • Oct 2017 - Dec 2017

      I taught English 2 to Spanish-speaking parents that wanted to develop their English fluency so they could better communicate at their jobs or in day-to-day activities, such as grocery shopping, DMV, etc. I independently developed lessons based on student requests and practical needs. Importantly, I had to utilize Spanish often in order to explain complex English grammar rules. This developed my fluency in Spanish, as I had to recall certain words and sentence structures in Spanish to help my students. This position greatly developed my confidence in public speaking and my Spanish-speaking fluency. Show less

    • United States
    • 1 - 100 Employee
    • Math Teaching Assistant
      • Apr 2017 - May 2017

      As a math teaching assistant for Alyssa Okita, I assisted students in Mathematics Common Core 1 and 2. My students ranged from 9th graders up to 11th graders. I walked around the class and helped them with their class work, providing leading questions and hints so they could solidify the lessons in their memory. I also led the class in beginning-of-class warm ups where they all completed one math problem. Once they had finished after about five minutes, I went over the problem to the class, talking them through the steps. Show less

Education

  • UC Davis Continuing and Professional Education
    Accounting Principles Certificate, Accounting
    2023 - 2023
  • UC Davis Continuing and Professional Education
    Accounting Specialist Certificate, Accounting and Finance
    2021 - 2022
  • University of California, Davis
    Minor Degree, Mathematics
    2015 - 2018
  • University of California, Davis
    Bachelor of Arts - BA, History
    2014 - 2018

Community

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