Spencer Steele
Financial Analyst at ReadyWise- Claim this Profile
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English Native or bilingual proficiency
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Portuguese Professional working proficiency
Topline Score
Bio
Credentials
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Accountant/Certified Public Accountant
Washington State Board of AccountancyJan, 2021- Nov, 2024
Experience
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ReadyWise
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United States
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Food Production
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1 - 100 Employee
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Financial Analyst
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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
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Really Right Stuff
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United States
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Photography
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1 - 100 Employee
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Senior Accountant
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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
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CLA (CliftonLarsonAllen)
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Accounting
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700 & Above Employee
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Associate
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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
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CBIZ MHM, LLC
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Bakersfield, California Area
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Litigation Intern
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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
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Brigham Young University - Idaho
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United States
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Higher Education
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700 & Above Employee
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Student Auditor
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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
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UMB Fund Services
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United States
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Financial Services
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200 - 300 Employee
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Tax Specialist
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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
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Audit Specialist
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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
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Education
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Brigham Young University - Idaho
Bachelor's Degree, Accounting -
Chiawana High School, Pasco, Washington