Sam Herbert

BYU School of Accountancy | RIS Intern @ Principal Financial Group

Role
Ris Accounting Intern at Principal Financial Group
Location
Provo, UT, US
LinkedIn followers
500 followers
Finance & AccountingView LinkedIn profile

About Sam Herbert

I am a Senior BYU accounting student planning to pursue my MAcc and CPA. I am actively…

Experience

  1. Ris Accounting Intern

    Principal Financial Group

    May 2025 — Present · Des Moines, IA, US

    Automated 5 research and forecast templates using Excel and AI technology, streamlining monthly reporting processes and improving operational efficiency• Conducted monthly forecast analysis, comparing actuals to goals and providing insights for future projections while investigating and resolving variances• Contributed to enterprise-wide stability project by migrating financial reports from legacy data cubes to cloud-based Oracle system, enhancing data accessibility and reporting capabilities• Performed detailed month-end analysis and collaborated with team members to identify trends and optimize forecast accuracy

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Sam Herbert — Ris Accounting Intern at Principal Financial Group in Provo, UT, US | Unifers