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Over 20 tutoring hours

Jesse S.

Miami, FL

$45/hour

CPA & Musician -Accounting for Right-brainers (fluent in Spanish)

4.4 average from 5 ratings
Committed tutor
— Yaniv, New York, NY on 7/20/15

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American University
Accounting

Education

American University (Accounting)

About Jesse

I am a creative Accountant (and musician) with diverse private industry experience. I'm also a rock musician (singer/songwriter, with product available on iTunes and all major music retailers & streaming sites). I'm qualified to teach all levels of Accounting; basic levels of Finance; all levels of Excel; Spanish; Music Theory.

I earned my CPA in Washington DC, as an auditor for Pannel Kerr Forster. For 22+ years I've experienced a wide variety of organizations, from closely held LLC's, to billion dollar publicly traded behemoths. I've also worked for nonprofits, from small advocacy organizations to large local and global 501(C)(3) charities (New York Public Library and Rainforest Alliance).

My sector experience includes the Music Business, Publishing, Media, Advertising, Communications, Hospitality, and professional consultancies. I have international business experience, especially with Mexico, Latin America, Africa and the UK. I'm fluent in Spanish, and I'm fluent in IFRS and GAAP.

I am a patient and perceptive teacher/coach. My teaching methods adapt to individual styles of learning, and I love employing colorful mnemonics and fun metaphors. If you are a creative individual having a tough time mastering Accounting topics by rote, I am most likely the right tutor for you! And if Accounting intimidates you "because it's math!", then relax. Accounting rarely gets more complex than very basic Algebra.

I like to adapt my teaching to a student's learning style, and can usually figure out someone's "style" with a few basic questions:

Do you know your Myers Briggs Personality Type?

How do you go about memorizing facts? How do you master concepts?

Do you prefer understanding the big picture first, before digging into the details? Or would you rather master the details, and work up to the macro-level?

Which question do you tend to ask more: the "how", or the "why"?

Do you like mnemonics? And if so, how do you go about creating mnemonics?

Can you recite the lyrics to your favorite songs?

Do you feel you have to study harder than most to master a test?

Are you more exciting when starting a new project, or when a given project is concluded?

Learning Accounting can be fun; once you understand the basic principles, you're off to the races.
I'm a musician with emotional intelligence & tend to think "outside of the box". I like to teach by asking a student questions, the very process of which becomes an effective learning tool.

"Accounting" comes with a lot of misunderstood baggage. Let's unpack!
I am a creative Accountant (and musician) with diverse private industry experience. I'm also a rock musician (singer/songwriter, with product available on iTunes and all major music retailers & streaming sites). I'm qualified to teach all levels of Read more

Policies
Cancellation
3 hours notice required
Travel Radius
Travels within 10 miles of Miami, FL 33186
Background Check: Passed

"Committed tutor"

- Yaniv, New York, NY on 7/20/15
Music:
Music Theory
Computer:
Microsoft Excel
Language:
Spanish

Approved subjects are in bold.

Approved subjects

In most cases, tutors gain approval in a subject by passing a proficiency exam. For some subject areas, like music and art, tutors submit written requests to demonstrate their proficiency to potential students. If a tutor is interested but not yet approved in a subject, the subject will appear in non-bold font. Tutors need to be approved in a subject prior to beginning lessons.

Accounting

I am a Washington, DC CPA. My degree is in Accounting; I have a "Bachelor's of Science & Business Administration" from American University in Washington, DC; my Accounting GPA was 3.9/4.0.

Most of my Accounting experience is in "private" industry (vs. the years I spent as an auditor in "public" accounting). My accounting functions as an employee for various for-profit and non-profit organizations include:

1. Controllership (from day to day functions to month-end close, culminating in the annual financial audit as the point person for the external auditors),

2. Financial analysis (e.g., gathering accounting data and creating/presenting reports to executive on PowerPoint), and

3. Compliance (e.g., ensuring foreign subsidiaries are compliant with their country's financial laws, ensuring appropriate transfer pricing, and monitoring the integration of subsidiary results within the consolidated F/S as being GAAP compliant. Compliance work often includes monitoring the timeliness and accuracy of financial filings, including tax returns, payroll filings, and other financial filings; it also involves meeting the applicable country requirements with regard to the given structure of a foreign-owned business or charitable organization.

Finance

I am a CPA, i.e., an Accountant with an initial background in public accounting as an Auditor. I am only qualified to teach beginning Finance students (college level Finance 101 students). So if you're prepping for the CFA exam, I am not qualified to be your tutor (yet).

Given Finance is not my primary field, I offer an initial free one-hour consultation/tutoring session.

My commentary below includes some of my credentials, but I've also added comments for those new to the area of "Finance" as an academic field.

Most of my Finance know-how is through my Accounting experience, having worked for companies with investment assets (anchored towards long-term assets). Two of my positions involved accounting for my employer's private debt (a company's liability in the form of loans, credit lines, or debentures).

Although I've worked for two large publicly traded corporations, equity accounting was not one of my primary focuses; however, I've assisted with SEC filings.

As Assistant Controller for a privately held LLC, I spearheaded the accounting process for a complex private debenture agreement (a "collateralized debt obligation"). It was inspired by the music industry "Bowie Bonds", innovative in that estimated future music-related income acted as the debt's primary collateral (based on successful past musical works, and "exploiting" well known music for commercials, soundtracks, etc.).

More recently, on a temporary basis, I handled the accounting for a nonprofit holding over $1 billion worth of endowment funds, invested diversely, including private holdings, aggregated stock portfolios (handled by 3rd party investment managers), bonds, hedge funds, and other types of investment instruments with a relatively high level of complexity.

I have a knack for Finance math. However, over the years, financial instruments have become increasingly complex. I am currently studying investment options which didn't exist when I graduated, which involve old equations + new, interesting factors that have developed over the years.

Often people think of "Finance" and "Accounting" as if they were were virtually the same subject; this is a gross misconception. Nevertheless, Companies often refer to their Accounting Department as their "Finance Department". Aside from the fact that both subjects involve business (transactions), the difference between the two is like black vs. white, with a grey overlap. (Think of two circles, one black, and one white, intersecting slightly; that's the gray area).

The Finance Department of an organization is usually its BUDGET and FORECASTING department. Finance is about planning, managing an enterprise's FUTURE, by making assumptions and using historical financial results, which are provided by the Accounting Department. Budgetary assumptions are the key to using budgets as a metric in analyzing actual results. Budgeting and Forecasting jobs bear no resemblance (or very little resemblance) to those of Wall Street traders or experts who work for investment banks, managing client money utilizing "risk management" tools (portfolio diversification being crucial).

However, Finance courses usually do not focus much (if at all) with budgeting and variance analysis. Financiers use financial ratios (e.g., receivables turnover, current assets vs. current liabilities, etc.) to analyze the health of a company, but ratio analyses is more often studied in Accounting classes.

In college, my Finance course involving the government and federal reserve was called "Money and Banking". I am qualified to teach this subject because I've kept up with changes and have studied banking laws, before and after the most recent financial collapse.

To conclude: If you are NOT a Finance major but are struggling with your Finance classes, or you just recently chose Finance as a major and need some help, I may be the best choice for you. If I need to learn a topic to help you, I will do so in my own time.

Microsoft Excel

I have been working on Excel spreadsheets since about 1993. They've been my primary software tool in every position I've held since then.

Excel is simply 2nd nature to me at this point; however, I understand how intimidated the package is, and with every new version Microsoft puts out, the added features have expanded Excel's capabilities but also its "intimidation" factor.

I use a lot of shortcuts, tricks, and I'm very good at instantly identifying a student's level of knowledge with Excel.

Music Theory

Writing songs is my passion--I'm not a classically trained musician; my songs are generally alternative rock pieces, but with some classical progressions (I'm inspired by British rock, especially Muse, Queen, and Bowie).

I'm a rock vocalist, and I compose on keys (although I do not play well). I studied piano briefly with a teacher in NYC. I'm mostly self-taught, with some help from voice teachers who are also pianists.

I've studied voice; in college, it was an elective. My rock teachers include Melissa Cross of NYC, who is renowned for her "Zen of Screaming" approach targeted to heavy-metal rock singers. My vocal coaches incorporated music theory in their lessons.

I use protools to record my songs, and had an album professionally recorded (producers on a work-for-hire basis).

I've sung in four NYC cover pop/rock bands; played keys for one. My own project or band has one self-released CD; I wrote 90% of the songs.

I analyze my own songs in terms of music theory, for notation purposes. Although I write rock and alternative rock songs, I like to produce actual sheet music for my compositions.

I've aced entrance exams for audio production schools, but chose not to enroll. In terms of audio production, a diploma is fairly meaningless. Experience is gained through apprenticeship or on-the-job training.

Spanish

I am bilingual. I am American, and grew up in a bilingual household. My mother is from Nicaragua, where I spent a lot of time in my childhood. My dad is from Oklahoma.

I took a few Spanish classes in high school & college to improve my writing skills and explain grammatically "why" a phrase/sentence/word is correct, even though I spoke grammatically proper Spanish. For me, it was akin to taking an English class where you diagram sentences. But in Spanish classes, the added value was analyzing the best translations from English to Spanish and vice-versa, and applying the appropriate modulations in context.

MY conversational Spanish is innate, and in a way, my primary first language. I tend to speak like a Nicaraguan. However I love accents, and can speak what is commonly considered to be, for example, the Mexican accent or dialect. I am also quite familiar with European Spanish, or proper Castilian Spanish including its very different sounding dialect when compared to most of Latin America.

Business Spanish is something I've learned on the job, when working with Latin American affiliates or clients. I have experience translating documents and being the translator in meetings between English speakers and Spanish speakers.

My edge: I understand Spanish in a "cultural" sense, e.g., why certain things in a movie are funny to a Spanish-speaking audience, and not evident to an English-speaking audience relying on sub-titles.

American University
Accounting

Education

American University (Accounting)

Committed tutor — Jesse was knowledgeable, helpful and very invested in my success in class. He provided me with study materials and sent me everything we went over in our lesson together in an excel sheet. ...

— Yaniv, New York, NY on 7/20/15

Hourly rate

Standard Hourly Rate: $45.00

Cancellation: 3 hours notice required

Travel policy

Jesse will travel within 10 miles of Miami, FL 33186.