Summary
Overview
Work History
Education
Skills
Certification
Timeline
Generic

Josiah Gulbro

Yorkville

Summary

Detail-oriented finance professional with hands-on experience at Jack Gray CPA, skilled in QuickBooks and advanced Excel. Proven ability to enhance efficiency through meticulous financial data evaluation and exceptional customer service. Adept at multitasking and adapting to challenges, ensuring high-quality outcomes in fast-paced environments. Multiple years of experience working on long-term projects that required problem-solving and creativity. Experienced with financial reporting and reconciliation, ensuring accurate and timely financial statements. Have interest in Data Analysis and Financial Planning and Analysis .

Overview

4
4
years of professional experience
1
1
Certification

Work History

Accounting Intern

Jack Gray CPA
01.2023 - Current
  • Assisted with month-end closing and reporting duties.
  • Gained hands-on experience with various accounting software programs such as QuickBooks, Excel, Medlin, and Drake, enhancing overall efficiency in daily tasks.
  • Compiled monthly journal entries into general ledger system.
  • Demonstrated strong attention to detail when reviewing financial statements for errors or inconsistencies before submission to clients.

Wedding Server

Foxfire Restaurant
12.2022 - Current
  • Enhanced guest experience by providing attentive service and anticipating their needs during wedding events.
  • Ensured timely setup of weddings by collaborating closely with event coordinators and other staff members.
  • Displayed excellent multitasking skills while balancing various responsibilities during high-pressure wedding events.
  • Demonstrated adaptability and quick thinking when faced with unexpected challenges, ensuring minimal disruption to the event schedule.
  • Demonstrated exceptional customer service skills among hundreds of events.

Actuarial Intern

Foster & Foster Actuaries and Consultants
01.2022 - 06.2022
  • Developed proficiency in actuarial software applications, mostly Microsoft Excel increasing efficiency and reducing errors.
  • Supported the underwriting team by evaluating policyholder risks and providing recommendations based on actuarial principles.
  • Learned various actuarial concepts, which included forecasting, assumption building and modeling, as well as COLA calculations.

Financial Advising Intern

LPL Financial
08.2021 - 12.2021
  • Supported staff members in their daily tasks, reducing workload burden and allowing for increased focus on higher-priority assignments.
  • Gained valuable experience working within the financial advising role, applying learned concepts directly into relevant work situations.
  • Sorted and organized files, spreadsheets, and reports.
  • Gained hands-on experience in various software programs, increasing proficiency and expanding technical skill set.
  • Gained experience analyzing various equities

Education

Bachelor of Science - Finance, Financial Planning, Data Science

Anderson University
Anderson
05-2026

Skills

  • Skilled in Tax Software and Quick Books

  • Records Administration

  • Microsoft Excel Advanced Certification

  • Data Entry

  • Financial Data Evaluation

  • Spreadsheet Development

Certification

  • Advanced Excel Certification


Timeline

Accounting Intern

Jack Gray CPA
01.2023 - Current

Wedding Server

Foxfire Restaurant
12.2022 - Current

Actuarial Intern

Foster & Foster Actuaries and Consultants
01.2022 - 06.2022

Financial Advising Intern

LPL Financial
08.2021 - 12.2021

Bachelor of Science - Finance, Financial Planning, Data Science

Anderson University

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