Manager of Aduit & Accounting Services, Pershing Yoakley & Associates
Jeremy conducts financial statement audits for a number of organizations including hospitals and other healthcare providers, investment companies, and retail clients. He also is experienced in performing employee benefit plan audits.
- Performed financial statement audits and internal control examinations for companies in a variety of industries
- Provided outsourced accounting services to a small business which included recording monthly journal entries, bank reconciliations, and payroll
- Managed teams on multiple concurrent projects
- Partnered with the Entrepreneurial Center’s Preflight class for entrepreneurs
- Provided accounting services for entrepreneurs and small and medium-sized business
- Reviewed internal controls at various companies and provided feedback to improve internal controls to protect assets and ensure accurate financial reporting
- Worked closely with individuals at all levels of clients’ accounting and finance functions, from staff accountants to controllers to CFOs
- Performed analytical reviews on year-over-year financial statements to determine areas in which clients could improve financial position
- Reviewed financial statements and underlying support to ensure companies recorded their financial transactions in accordance with generally accepted accounting principles
- Assessed internal controls of clients to develop an audit plan effectively covering all audit areas
- Assisted clients with design and implementation of new internal control policies and procedures
Q. What excites you most about the Wond’ry?
A. The opportunities that the Wond’ry provides for the students at Vanderbilt is great and gives them ways to act on ideas that they have and want to explore further. As seen in recent history, a lot of the newest and greatest companies have been started by students or recent graduates. The Wond’ry gives these students a place that they can learn more about starting a business venture right in their back yard. Also, I like that the Wond’ry connects the Vanderbilt students and faculty with people in the Nashville business community.
Q. What do you feel are the most important skills you have to offer in your role as a mentor?
A. My expertise in accounting and tax can provide those at the Wond’ry with insight into an area that most entrepreneurs do not pay much attention to at the beginning. I want to help those who have a new business idea get started off on the right foot when it comes to having organized financial records and being able to use financial metrics to better understand their business.
Q. What has been your proudest moment in your career?
A. The proudest moment was when I passed all four parts of the CPA exam before finishing school. Not only was it great to just pass the exam, but it was really nice to not have to worry about that exam once I began my career working full-time.
Q. What has surprised you most about your job?
A. The value of a good accounting and tax service provider. As a tax accountant, we can be more than just someone who fills out a tax form. We can provide tax advice throughout the year, on a personal or business level, that maximizes income while staying within the tax laws.
Q. If you could do everything over again, would you make the same career choices?
A. Yes, I think I would make the same career choices. I have worked for one of the world’s largest accounting firms and now work for a regional accounting firm, so both of those opportunities have provided me with different experiences that have been helpful in expanding my knowledge of accounting as well as providing quality client service.
Q. In your opinion, what is the most important quality for success?
A. There are a lot of qualities that are needed to be a successful entrepreneur or to be successful in any endeavor. One that I think is important is knowing when to ask for help and advice from others. A single person cannot do everything – creativity, production, marketing, accounting, human resources – so it’s important to find those other people who excel in those other areas that are not your expertise. You always need other people around you to help you become successful.
Q. When you were a child, what did you want to be when you grew up?
A. I wanted to work in the crosshairs between business and sports. I didn’t really know what that meant early on, but now I’m working to provide accounting and tax services to professional athletes. That’s my way of combining my expertise in financial matters along with my desire to be involved in the sports world.