Spencer Steele

Financial Analyst at ReadyWise
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Contact Information
us****@****om
(386) 825-5501
Location
Lehi, Utah, United States, US
Languages
  • English Native or bilingual proficiency
  • Portuguese Professional working proficiency

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Bio

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Credentials

  • Accountant/Certified Public Accountant
    Washington State Board of Accountancy
    Jan, 2021
    - Nov, 2024

Experience

    • United States
    • Food Production
    • 1 - 100 Employee
    • Financial Analyst
      • Jan 2021 - Present

      Finance expert for new Deacom ERP implementation Month-end close & Analysis Budget vs. Actual Monthly Analysis Finance expert for new Deacom ERP implementation Month-end close & Analysis Budget vs. Actual Monthly Analysis

    • United States
    • Photography
    • 1 - 100 Employee
    • Senior Accountant
      • Sep 2019 - Jan 2021

      Management reporting for decision-making Inventory management and cost analysis Month-end close Vendor relations Management reporting for decision-making Inventory management and cost analysis Month-end close Vendor relations

    • Accounting
    • 700 & Above Employee
    • Associate
      • Apr 2018 - Apr 2019

      Took ownership for assurance engagements such as financial statement reviews and compilations, primarily in the industry of agriculture. Was a contributing team member on audit engagements from January to April on a fast-paced schedule to ensure conclusion of on-site fieldwork Juggled multiple assignments owing to simultaneous preparation work, active fieldwork, and engagement wrap work. Gained a comprehensive understanding of internal controls over financial reporting through audit interim work. Show less

  • CBIZ MHM, LLC
    • Bakersfield, California Area
    • Litigation Intern
      • Aug 2017 - Mar 2018

      ● Built a document inventory reporting system using Access via data queries from an SQL server ● Use understanding of Excel VBA to automate manual data entry on new project ● Adapt quickly to new and often-changing assignments ● Utilize teamwork among interns and associates to accelerate progress on projects ● Built a document inventory reporting system using Access via data queries from an SQL server ● Use understanding of Excel VBA to automate manual data entry on new project ● Adapt quickly to new and often-changing assignments ● Utilize teamwork among interns and associates to accelerate progress on projects

    • United States
    • Higher Education
    • 700 & Above Employee
    • Student Auditor
      • Apr 2017 - Jul 2017

      ● Maintained objectivity and professional skepticism throughout a departmental audit ● Observed & recorded important details relating to substantive testing ● Was entrusted with the planning of a new high-profile executive audit ● Gained familiarity with IDEA data-analytic software ● Maintained objectivity and professional skepticism throughout a departmental audit ● Observed & recorded important details relating to substantive testing ● Was entrusted with the planning of a new high-profile executive audit ● Gained familiarity with IDEA data-analytic software

    • United States
    • Financial Services
    • 200 - 300 Employee
    • Tax Specialist
      • Jul 2016 - Sep 2016

      ● Exercised efficiency in performing duties such as Manager (sub-client) K-1 allocations, K-1 and Return processing● Supported a team a very heavy client load during fall-extension tax season● Utilized mentor feedback for consistent improvement● Learned processes quickly and created detailed instructions for future first-time interns

    • Audit Specialist
      • Jan 2016 - Jun 2016

      ● Became expert in preparing annual hedge fund audit drafts● Prepared over 50 complete audit drafts with excellent quality, which eased the burdens on other accounting staff and managers● Used personal organization and resourcefulness to prepare a comprehensive internship notebook for future interns and provide ample feedback to the manager for process improvement

Education

  • Brigham Young University - Idaho
    Bachelor's Degree, Accounting
    2011 - 2017
  • Chiawana High School, Pasco, Washington
    2009 - 2011

Community

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