Joseph Bustamante: Private Accounting Solutions Intern/Associate in Los Angeles , CA
Joseph Bustamante
Private Accounting Solutions Intern/Associate
Los Angeles | United States
Skills
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Summary
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Activity
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Work experience
Andersen
Private Accounting Solutions Intern/Associate | 05/2019 - Current
? Collaborated on audit reediness and compliance files for Corporations and High Net Worth Individuals; identified discrepancies, prepared summaries, and made recommendations
? Reconcile client portfolios of 100M plus on a monthly and quarterly basis.
? Responsible for preparing fixed asset, depreciation, and amortization schedules for clients.
? Oversee and conduct timely accounts payable, accounts receivable, and payroll for clients.
? Preparation of client's financial statements, data, accounting entries, and other supporting documents for Audit readiness.
NEED Financial Services
Accounting Intern | 09/2018 - 05/2019
? Performed biweekly payroll duties for client's employee's with budget of 500k.
? Prepared financial statements for client's month, annual, and year end close.
? Prepared payroll payments of $60k-$100k by verifying documentation and requesting disbursements.
? Reconciled financial discrepancies by collecting and analyzing account information.
? Worked with Quickbooks for bookkeeping and month end close.
James Investment Partners
Analyst Intern | 05/2018 - 09/2018
? Performed due diligence for James Investment Partners resulting in positive acquisition of a $3.8M property, including gathering, organizing, and submission of data to all relevant parties.
? Collected market data on employment and multifamily investment market for investor memorandum in new acquisitions.
? Assisted in developing consistent underwriting material for JIP underwriting guidelines.
? Analyzed property rent rolls for $5M in assets and operating statements to determine a pro-forma NOI used for loan determination, to be reviewed and approved by Underwriter.
Startup/Leadership Experience
Motus Designs/Entertainment Events
? Secured funding from investors by designing pitch decks and financial models for operations and events.
? Designed and market merchandise, art, and clothing for use of sale.
? Performed due diligence on potential consumers for launch and go to market strategies.
? Managed teams of 3-5 people for marketing, product development, accounting, funding, and hospitality.
? Performed cold calls to potential Investors for funding and Venues for events.
USC Social Justice/Service Chair Los Angeles, CA
? Organized and facilitate weekly meetings for the USC Caruso Center Social Justice team.
? Planned service events for groups on campus and other ministry activities.
? Coordinated mission trips, trips to homeless shelters, speakers at the Caruso center, and other events related to Social Justice.
? Acted as a student representative for the Caruso Center in the greater USC community by attending university inter council meetings and events.
Education history
University of Southern California, Marshall School of Business
Bachelor of Science in Business Administration
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