Katie Joles

As an emerging accounting professional with a strong interest in developing a career and grow my business knowledge in Finance and Accounting, seeking opportunities to contribute significantly to the growth of the company that employs me. Possessing the ability to quickly learn new information and resources, while capable of working independently or as a member of a diverse team. A natural leader with a talent for identifying when to support and step up when necessary. Experienced in client relationships, customer support, and client satisfaction gained from the service industry. Combining a Finance education with a service background provides foundational technical, business accounting, marketing, and economics skills. Proficient in advanced Microsoft Excel, Accounting Information Systems, and cash flow applications, enabling flexibility with other tools.

Operations and Project manager at Advanced Building 4 U where I utilized QuickBooks and similar applications to organize and manage invoices, project status, and Financial Statements, while preparing weekly and quarterly financial reviews. Organized material shipment while assisting the management of construction crews to supervise progress for on-site residential and commercial projects. Met and organized client meetings to estimate future project needs and costs per their specific requests of residential renovations.

Server and Bartender at Bottle Cap Group where I exceeded expectations and continuously advanced in progress within the business due to work ethic, engaging personality, and ability to increase revenue and clientele; received promotions quickly. Effectively handled cash flow of $1500+ daily in sales, while managing multiple POS systems accurately. Worked within the team in various roles by not only serving guests, but handling restocking of bar and table materials, and keeping the kitchen, bar, and dining room at exceptional clean and stocked standards. Memorized and recited hundreds of wine descriptions to meet customers’ needs, while collaborating with the management team to project the success of sales regarding upcoming menu specials.

University Of North Carolina at Charlotte, Bachelors of Finance, Concentration in Accounting

Queen's University of Charlotte, Bachelors of Science, Concentration in Political Science