Robert Deems
@robertdeems
Finance specialist with expertise in budget management and compliance.
What I'm looking for
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
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
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
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.
Supervisor
Starbucks
May 2014 - Mar 2021 (6 years 10 months)
Provided excellent customer service while forming meaningful connections, promptly responding to complaints and emergencies with a calm, friendly demeanor. Managed store inventory, cash, and deposits while coordinating staff deployment and identifying training opportunities.
Education
Degrees, certifications, and relevant coursework
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.
Availability
Location
Authorized to work in
Job categories
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