Jackson Landis
Audit and Assurance Senior
Talent
North Knoxville, KnoxMember since March 7, 2023
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About
- Manage and organize team of staff members to coordinate projects with clients
- Researched industry trends and performance to establish benchmarks
- Prepared Pro forma financial statements of income, expenses, and cash flows
- Utilize Power BI to analyze variants for clients
- Prepare financial statement audits for clients in the manufacturing, non-profit, and financial services industries with the use of Engagement and Idea softwares Assist in training and mentoring new staff members
- Use advanced Excel skills (Macros, VBA, Pivot Tables, Index Match, Waterfall Analysis, Linking Pivot Tables, sumif) to prepare financial statement audits
Experience
Coulter & Justus, Knoxville, TN— Audit and Assurance Senior
July 2020 - PRESENT
- Manage and organize team of staff members to coordinate projects with clients
- Researched industry trends and performance to establish benchmarks
- Prepared Pro forma financial statements of income, expenses, and cash flows
- Utilize Power BI to analyze variants for clients
- Prepare financial statement audits for clients in the manufacturing, non-profit, and financial services industries with the use of Engagement and Idea softwares Assist in training and mentoring new staff members
- Use advanced Excel skills (Macros, VBA, Pivot Tables, Index Match, Waterfall Analysis, Linking Pivot Tables, sumif) to prepare financial statement audits
Volunteers for Christ, Knoxville, TN— Staff Intern
August 2017 - May 2019
- Organized and led students in weekly bible studies, mentoring meetings, and large group events each week on the University of Tennessee’s campus
- Assisting in organizing and leading events throughout the school year
- Assisted and oversaw day-to-day financial operations for the organization
21st Mortgage, Knoxville, TN— Land & Home Intern
May 2018 - August 2018
- Worked directly with Title Agents to initiate property surveys and conduct review of files
Pugh CPA’s, Knoxville, TN— Tax Intern
January 2017 - May 2017
- Applied various extensive tax softwares to complete
- Worked with individual, corporate, and partnership returns
- Consistently performed various detailed operations
Gradient Financial, Minneapolis, MN— Investment Analyst Intern
May 2016 - August 2016
- Assisted in client portfolio analysis
- Constructed quarterly investment reports
- Reconciled monthly reports with Stovall & Associates, LTD
Education
The University of Tennessee, Knoxville, TN
Master’s Degree in Accounting
August 2019 - July 2020
- Concentration: Information Management
- Member of the first doctoral interest course of the program
- GPA: 3.5
The University of Tennessee, Knoxville, TN
Bachelor of Science in Business Administration
August 2014 - May 2017
- Major: Accounting
- Collateral: Finance
- GPA: 3.6
