Simon Phillips

Accounting Support Contractor at Series Next Solutions
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Contact Information
us****@****om
(386) 825-5501
Location
US
Languages
  • English Native or bilingual proficiency
  • French Elementary proficiency

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Bio

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Credentials

  • Microsoft Excel (Microsoft 365 Apps and Office 2019)
    Microsoft
    Jun, 2021
    - Oct, 2024
  • Group 2.Social and Behavioral Research Investigators and Key Personnel.
    CITI Program
    Jul, 2022
    - Oct, 2024

Experience

    • United States
    • Business Consulting and Services
    • 1 - 100 Employee
    • Accounting Support Contractor
      • Sep 2022 - Present
    • United States
    • Non-profit Organizations
    • 1 - 100 Employee
    • Data Evaluation Intern
      • Aug 2022 - Dec 2022

      A service-oriented position where I assisted Propeller with their 2022 Impact Accelerator program by analyzing both qualitative and quantitive data from the cohort of 19 New Orleans-based entrepreneurs. In this role, I gained hard skills in refined data analysis and compiled deliverables in the form of surveys and reports based on the data gleaned from the cohort with programs such as Salesforce. I was also able to connect with the New Orleans small-business community and contribute to equitable outcomes within this community.

    • United States
    • Higher Education
    • 700 & Above Employee
    • Research Assistant
      • Jun 2022 - Oct 2022

      Part-time position assisting in the exploration of potential mortgage-lending discrimination, particularly among mortgage-seeking couples of different sexual orientations. Part-time position assisting in the exploration of potential mortgage-lending discrimination, particularly among mortgage-seeking couples of different sexual orientations.

    • United States
    • Hospitality
    • 1 - 100 Employee
    • Kitchen Expeditor | Runner
      • May 2022 - Aug 2022

      In this seasonal role, I worked in a dynamic environment with a diverse restaurant staff of well over 100 employees. In my back-house position as expeditor, I was tasked with ensuring that the every detail was correct before sending out an order. As a runner I would partially wait on tables, ensuring they had everything they needed after dropping off their meal. In this seasonal role, I worked in a dynamic environment with a diverse restaurant staff of well over 100 employees. In my back-house position as expeditor, I was tasked with ensuring that the every detail was correct before sending out an order. As a runner I would partially wait on tables, ensuring they had everything they needed after dropping off their meal.

    • Finance & Accounting Intern
      • Jan 2022 - May 2022

      In this hybrid role, I gained valuable experience in the financial services industry by working closely with a team of professionals to carry out services such as: Financial Modeling, Business Analysis, and Financial Accounting. Working primarily with Microsoft Office and Quickbooks Online, I was able to both support SNS and refine my own financial accounting knowledge. As the company's first intern, I worked closely with my superiors to define the scope of the internship and wear many different hats when needed.

    • United States
    • Music
    • 1 - 100 Employee
    • Finance & Accounting Intern
      • Sep 2021 - Dec 2021

      As a Finance & Accounting Intern at PSBM, my work primarily consisted of Financial Statement analysis, Tax analysis, and Bookkeeping. Through this position, I was able to familiarize myself with relevant office software such as the Microsoft Excel and Quickbooks. Within my role, I was given tasks pertaining to working with the financials of many musical entities, ranging from the musicians themselves to their touring accounts. As a Finance & Accounting Intern at PSBM, my work primarily consisted of Financial Statement analysis, Tax analysis, and Bookkeeping. Through this position, I was able to familiarize myself with relevant office software such as the Microsoft Excel and Quickbooks. Within my role, I was given tasks pertaining to working with the financials of many musical entities, ranging from the musicians themselves to their touring accounts.

    • United States
    • Medical Practices
    • Front Desk Receptionist
      • Mar 2020 - Aug 2020

      As the Front Desk Receptionist at Collingswood Chiropractic Center, I was tasked with a litany of responsibilities pertaining to both Reception and Office Management. In terms of reception, it was my job to schedule appointments, ensure COVID-compliance, answer questions, provide referrals, write doctor's notes, and more. In terms of Office Management, it was my responsibility to keep a tidy office space, open and close the practice, as well as foster a positive environment for nervous patients. As the Front Desk Receptionist at Collingswood Chiropractic Center, I was tasked with a litany of responsibilities pertaining to both Reception and Office Management. In terms of reception, it was my job to schedule appointments, ensure COVID-compliance, answer questions, provide referrals, write doctor's notes, and more. In terms of Office Management, it was my responsibility to keep a tidy office space, open and close the practice, as well as foster a positive environment for nervous patients.

    • Ice Cream Vendor
      • Jun 2018 - Aug 2020

      As a seasonal summer ice cream vendor working on the beaches of Stone Harbor, New Jersey, I gained valuable customer service and sales experience. Due to my commission-based wage, it was in my best interest to position myself to sell as much as possible, while also announcing my presence at the top of my lungs. Anything can happen on the beach, so it was important I was always ready to deal with a crying child or flying umbrella while working in this dynamic environment. As a seasonal summer ice cream vendor working on the beaches of Stone Harbor, New Jersey, I gained valuable customer service and sales experience. Due to my commission-based wage, it was in my best interest to position myself to sell as much as possible, while also announcing my presence at the top of my lungs. Anything can happen on the beach, so it was important I was always ready to deal with a crying child or flying umbrella while working in this dynamic environment.

    • Student Caller
      • Jan 2020 - Mar 2020

      In this alumni outreach role, I was tasked with calling about 200 numbers per shift. The purpose of these calls was to gauge prospects' interest in continued involvement with the university and ultimately inquire about making a contribution to the university. This role gave me customer service experience as well as communication skills, as people are rarely eager to pledge donations over the phone. In this alumni outreach role, I was tasked with calling about 200 numbers per shift. The purpose of these calls was to gauge prospects' interest in continued involvement with the university and ultimately inquire about making a contribution to the university. This role gave me customer service experience as well as communication skills, as people are rarely eager to pledge donations over the phone.

Education

  • Tulane University
    Master of Arts - MA, Policy Economics
    2022 - 2024
  • Tulane University
    Bachelor of Science - BS, Economics, Cognitive Studies
    2019 - 2023
  • Camden Catholic High School
    High School Diploma
    2015 - 2019

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