Robert DeemsRD
Open to opportunities

Robert Deems

@robertdeems

Finance specialist with expertise in budget management and compliance.

Zimbabwe
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What I'm looking for

I seek a role that offers growth opportunities and values collaboration.

As a Finance Specialist at Case Western Reserve University, I manage grant-funded budgets totaling approximately $22 million, ensuring compliance with university and sponsor requirements. My role involves monitoring expenses, processing invoices, and preparing complex financial reports, which has honed my ability to communicate effectively with various stakeholders.

Previously, I served as a Cash Accounting Specialist at the Jewish Federation of Cleveland, where I processed over $35 million in community donations. My experience in using accounting systems like Financial Edge and Blackbaud CRM has equipped me with the skills to handle complex financial transactions and maintain accurate records.

With a background in customer service as a Supervisor at Starbucks, I developed strong interpersonal skills that enhance my ability to collaborate with colleagues and clients. I am committed to continuous learning, as evidenced by my recent certifications in Excel and Accounting Foundations.

Experience

Work history, roles, and key accomplishments

CU
Current

Finance Specialist

Case Western Reserve University

Sep 2024 - Present (9 months)

Managed 120-140 grant-funded budgets and expense accounts totaling approximately $22 million, monitoring expenses and advising department leadership to ensure projects stayed within budget and adhered to university and sponsor requirements. Prepared complex financial reports and forecasts for committee meetings and for submission to sponsoring agencies; managed and updated file system to ensure au

JC

Cash Accounting Specialist

Jewish Federation of Cleveland

Oct 2022 - Aug 2024 (1 year 10 months)

Completed initial processing of the majority of incoming liquid assets, including checks, credit card payments, wires, and stocks, for the Jewish Federation of Cleveland, which received upwards of $35 million in community member donations. Utilized Financial Edge for recording revenue and expenses on the general ledger and Blackbaud CRM for recording payments on pledges for billing and donor corre

RM

Mortgage Banker

Rocket Mortgage

Apr 2021 - May 2022 (1 year 1 month)

Completed comprehensive training to pass the SAFE exam and obtained MLO licensure in 14 states, staying updated on changing regulations and market conditions. Coordinated with clients, underwriters, and loan processors to ensure successful execution of forms and processes in accordance with state regulations.

Education

Degrees, certifications, and relevant coursework

OC

Oberlin College

Bachelor of Arts, English

Grade: 3.50 GPA

Studied English at Oberlin College, focusing on literature and critical analysis. Achieved a GPA of 3.50.

Tech stack

Software and tools used professionally

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Robert Deems - Finance Specialist - Case Western Reserve University | Himalayas