Summary
Overview
Work History
Education
Skills
Timeline
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Jared Oyola

Montebello,CA

Summary

Analytical and problem-solving skilled employee with a background in Public Accounting as well as Wealth Management. Seeking to transition my technical skills and professional personality into a new company.

Overview

3
3
years of professional experience

Work History

Associate Accountant

Clifton Larson Allen (CPAs, Consultants Wealth Advisors)
06.2024 - Current
  • Prepare complex real estate returns and make Adjusting Journal Entries as needed
  • Prioritized crucial tasks to meet efficiency and budget expectations
  • Prepare LLC, LLPs, Trusts, and Individual 1040 tax returns for large real estate ventures
  • Organize weekly projects and returns to prepare all within budgeted hours
  • Reconcile retained earnings/capital account for complex real estate rental returns

Financial Planning Assistant

Spach and Associates Ameriprise Franchise
08.2023 - 12.2023
  • Assist team Financial Advisors with several tasks and projects from data entry to tax analysis
  • Create financial plans and analysis for prospective and current clients
  • Input financial data to our planning software and assist advisors with the analysis for our clients
  • Upload client files used to create financial plans in secure site

Financial Analyst

Goldman Sachs
07.2022 - 03.2023
  • Complete training modules for client-based scenarios
  • Complete practice and test calls regarding topics under the finance umbrella
  • Obtain Finra Series 7 and SIE during training period
  • Attend and participate in various department meetings to help streamline internal operations

Staff Accountant

Ellis, Bristol, Harmon, and Marsh CPAs
02.2022 - 05.2022
  • Assist the firms CPAs with tax return duties and responsibilities
  • Overlook and check tax forms such as LLCs, Trusts, and Individual returns after being prepared by the firms CPAs and other staff accountants
  • Input data from our clients to excel files to have on company record

Education

Bachelor of Science - Business Administration Option in Accounting

California State University, Los Angeles
Los Angeles
12.2021

Skills

  • Tax Preparation
  • Journal Entries
  • Data Input
  • Time Management
  • Journal Entry Preparation
  • Project Accounting
  • Financial Planning
  • Microsoft Excel, Word, and PowerPoint

Timeline

Associate Accountant

Clifton Larson Allen (CPAs, Consultants Wealth Advisors)
06.2024 - Current

Financial Planning Assistant

Spach and Associates Ameriprise Franchise
08.2023 - 12.2023

Financial Analyst

Goldman Sachs
07.2022 - 03.2023

Staff Accountant

Ellis, Bristol, Harmon, and Marsh CPAs
02.2022 - 05.2022

Bachelor of Science - Business Administration Option in Accounting

California State University, Los Angeles

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