1. JEFF LOBEL
(949) 355-3471 ⦁ JEFFLOBEL.COM ⦁ @JEFFLOBEL ⦁ JEFFLOBEL@GMAIL.COM
EDUCATION
AND CERTIF.
Certified Public Accountant – CPA (Passed 4/4 Exams)
Certified Fraud Examiner – CFE (Expected June, 2015)
Accounting, Bachelor of Arts
History, Bachelor of Arts
University of Oregon, Eugene, OR
COURSE
HIGHLIGHTS
Excel, Cost Accounting, Auditing, Managerial Accounting, Information Technology
EXPERIENCE
Staff Accountant – Lobel Financial (January 2015-Present)
 Performs daily cash receipts, bank reconciliations, payroll, dealer relations, and
customer account reconciliation
 Maintains knowledge of all accounting positions to assist during busy seasons
 Leads in implementation of excel based workbooks that enhanced accounting
department efficiency and processing time by 25%
Finance Chair – Alpha Epsilon Pi (January 2010-December 2012)
 Developed and put into action a budget to facilitate growth of fraternity’s funds
 Collected payments from members and maintained relationship with bank
 Implemented costing saving techniques by revamping money request proposal
structure
Business Proposal - Business Administration 450 (March 2013-June 2013)
 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
SKILLS
Excel, Access, Word, PowerPoint, QuickBooks, Peachtree, Analytical Skills, Tech Savvy,
Leadership, Communication & Presentation Skills
INTERESTS
CalCPA, Journal of Accountancy, Music, Tennis, Football, History Podcasts, Longboarding