1. PROFILE
Jeff is a hardworking professional with a passion for helping businesses
succeed. His extensive knowledge of accounting enhances his decision
making abilities which makes him an asset to any firm. Whether
analytical procedures are needed or determining the value of a company,
Jeff enjoys the challenge.
EXPERIENCE
LOBEL FINANCIAL CORPORATION // JANUARY 2015 - PRESENT
Staff Accountant
 Performs daily cash receipts, bank reconciliations, monthly reports,
accounts receivable aging, dealer relations, and customer account
reconciliation for over 60,000 active accounts
 Maintains knowledge of all accounting positions to assist during
busy seasons
 Leads in implementation of excel based workbooks that enhances
accounting department efficiency and processing time by 25%
 Preserves strong relationship with the bank as the liaison to
reconcile differences in various payments systems accepted
BUSINESS PROPOSAL // MARCH 2013 – JUNE 2013
Business Administration 450
 Mediated group conflicts, resulting in a more productive work
environment, which was noted by fellow group members in
progress reports
 Utilized each member’s strengths to get proposal complete
 Increased group success by punctually attending every meeting
FINANCE CHAIR // JANUARY 2010 – DECEMBER 2012
Alpha Epsilon Pi
 Developed and put into action a budget to facilitate growth of
fraternity’s funds
 Collected payments from members and maintained relationship
with bank
 Implemented cost saving techniques by revamping money request
proposal structure
EDUCATION
BACHELOR OF ARTS,
ACCOUNTING, HISTORY
University of Oregon,
Eugene, OR
2008 - 2013
CREDENTIALS
CPA CANDIDIATE
Passed 4/4 Exams
CFE CANDIDATE
Expected August, 2015
CONTACT
SKILLS
Microsoft Excel
QuickBooks
Strategic Planning
Analytical Skills
Tech Savvy
Leadership
Relevant Laws
Communication &
Presentation Skills
Reconciliation
949 355 3471
Jefflobel@gmail.com
Jefflobel.com
JEFF LOBEL
C P A C a n d i d a t e
Linkedin.com/Jefflobel
JL