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Português
$
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Jacob M
@jmontoya1993
Estados Unidos
Inglês
Sobre mim
Hi! I'm Jacob, a finance operations professional with 9 years of experience in bookkeeping, reconciliation, and financial reporting for growing businesses. I specialize in cleaning up messy books, catching discrepancies before they become problems, and giving business owners clear, accurate visibility into their finances.
What I Can Do for You:
Reconcile bank, credit card, and vendor accounts with precision
Set up and maintain your Chart of Accounts and QuickBooks Online
Catch data discrepancies and fix messy or disorganized books
Streamline financial systems and reduce manual data entry
Habilidades
Jacob M
offline •
Tempo médio de resposta: 1 hora
Conheça meus serviços
Contabilidade
I will reconcile your bank accounts and clean up your bookkeeping in quickbooks
Portfólio
Experiência profissional
Travel Finance Operations Lead
Pivot Travel
Aug 2020 - Aug 2024 • 4 yrs
Managed financial operations for a remote travel company, owning monthly account reconciliation, end-of-day balancing, and accounts payable through QuickBooks Online and Bill.com. Maintained 99.9% data accuracy across financial systems and built reporting dashboards that cut reporting time by 30%.
Senior Client Solutions Specialist
Marriott International
May 2015 - Apr 2020 • 4 yrs 11 mos
Supported 20+ enterprise hotel clients with financial performance analysis and reporting, building executive dashboards and leading quarterly business reviews with GMs and C-suite stakeholders on revenue and operational performance.
