Aaron Shepherd

Role
Financial Analyst at Certus Accounting & Tax Services
Location
Springville, UT, US
LinkedIn followers
500 followers
Finance & AccountingView LinkedIn profile

Experience

  1. Financial Analyst

    Certus Accounting & Tax Services

    Aug 2025 — Present · Orem, UT, US

    Produces actionable financial reports and dashboards for 200+ clients, directly boosting client satisfaction scores by 30% through improved clarification and decision support- Perform bookkeeping activities for client accounts, including maintaining financial records, classifying transactions, and supporting accurate, timely reporting for nearly 20 clients- Utilized Microsoft Excel and Fathom to design and automate monthly financial and benchmark reports, resulting in reduced report generation time by 40% and enabled faster delivery of insight to clients.

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Aaron Shepherd — Financial Analyst at Certus Accounting & Tax Services in Springville, UT, US | Unifers