1. Jacob Loyst
loystjacob@gmail.com • (916) 396-3126 • Greenville, SC
EDUCATION / ASSOCIATIONS
California State University Sacramento – Sacramento, CA
B.S. in Accountancy
• GPA – 3.0 // CPA eligible with 155 units
• CalCPA, People to People Sports Ambassador, Beta Alpha Psi, CTEC Certified, Life and Health
Agent, RTRP Registered
WORK EXPERIENCE
Leverpoint Management, LLC – Clifton Park, NY February 2014-January 2016
Staff Accountant
• Prepared quarterly workbooks, financial statements, and capital account statements by using cross
utility functions in Excel, Word, and Adobe.
• Utilized Investran reporting software to book partnership and investment transactions.
• Coordinated communications between the client, audit, legal, financial, tax, management
company, and investor services teams to complete investor requests and projects efficiently.
• Managed accounting processes of a private equity fund with $1.2 billion in capital commitments
by utilizing complex fund and investment structures containing various legal entities.
• Informed investors of quarterly documents with Sungard DX software as well as prepared
contribution and distribution work-papers for the receipt and disbursement of funds for 150
investors.
H&R Block – Sacramento, CA November 2009-April
2013
Tax Specialist 1/Office Manager
• Trained and coached 24 employees in use, application, and launch of virtual pilot tax prep system
during the 2012 tax season
• Recently improved my Sacramento office market share by 8.3% while also meeting Peace of
Mind sales expectations of 35% for the office
• Proficient in the use of H&R Block’s TPS software and myblock online operational applications
• Ensured that all employees operated within IRS and H&R Block internal guidelines to ensure
operational and legal compliance through effective communication practices
• Managed to increase market share and revenue during 2013 tax season while using a staff half the
size of the previous year and keeping labor expenses for the season under budget
Northwestern Mutual Investment Services June 2011-February 2012
Life and Health Agent
• Achieved “Power of 10” sales milestone by selling at least 10 insurance policies during internship
• Conducted financial planning client interviews to assess and recommend products to fit their
lifestyle needs
• Processed client policies using NMIS actuarial software developed by Oracle
SKILLS
• Bookkeeping, Financial Product Sales, Financial Planning, Personnel Management, Tax
Accounting, Group Presentations, Compliance Assurance, General Ledger, Financial Statements,
Partnership Accounting, Fund Structure, Waterfall Models, Capital Account Statements, SSAE
16, SAS 70, OFAC and AML Compliance

2. • Used QuickBooks, UltraTax, and prepared S-Corp and C-Corp returns for various jobs with CPA
firms in Sacramento, CA and Queensbury, NY such as Boyd & Associates P.C.