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Providing students of modest economic means with a college preparatory education aimed at helping young men and women develop the habits of mind and spirit that will enable them to be successful in college, in their careers, and in life.

Providing meaningful opportunities for professionals to interact with and mentor students while making a difference in their lives. Over 100 Cleveland-area businesses, firms, and non-profits have partnered with Saint Martin.

Saint Martin invites students into our school community who are committed to academic, spiritual, social, emotional, and physical growth. During the admissions process, Saint Martin reviews academic, disciplinary, and attendance records, as well as teacher recommendations.

While we are serious about preparing students for college and career success, we also believe that school should be fun! Caring for the whole student, we believe that involvement in extracurriculars is essential to continuing to form talented, well-rounded, and interesting individuals.

Accounting / Finance Student Tasks

Data, Reports, and Transactions

  • Updating client summary lead sheets for financial automated control testing reports
  • Separating and posting checks into the CRM database and transferring data
  • Reviewing bank statements and credit reports for routine account security purposes
  • Collecting historical data for compliance records
  • Generating, running, and preparing internal reports
  • Preparing mutual funds holdings account schedules
  • Reviewing revenue accounts for specified companies
  • Completing weekly acquisition screening
  • Preparing limited practice lists into Excel
  • Creating and sending purchase orders and invoices.
  • Reconcile credit card statements with receipts.
  • Match and file invoices and checks.
  • Review incoming invoices.
  • Allocate charges to appropriate expense accounts.

Banking Management

  • Organizing deposit and withdrawal slips, filing bank statement receipts
  • Scanning and indexing transaction and exit tickets
  • Creating excel sheets detailing bank statements, reviewing customer statement accounts, and extracting closed account information from CRM
  • Processing loan approval and denial letters and sending to clients
  • Scan journal entries and cash receipts

Tax Support

  • Assisting with tax return completion and filing, updating client identification numbers for tax returns, updating tax management portfolios, preparing tax depreciation import files, creating and updating tax refund spreadsheets
  • Digitalizing tax apportionment binders
  • Distributing and Mailing W-9 Taxpayer Identification Number and Certification Forms
  • Inserting NAICS (North American Industry Classification System) codes for identifying companies and businesses, verifying loan numbers

Research

  • Researching and confirming settlement dates on annuities, reviewing certificate renewals
  • Preparing stock investment summaries, researching stock values

Administrative Duties

  • Covering receptionist duties and greeting customers/clients
  • Providing customer service in person and/or over the phone
  • Take inventory of office supplies and record in an excel spreadsheet
  • Order office supplies based on recorded inventory levels
  • Stock all supply closets
  • Preparing letters and composing emails to clients; sorting, distributing, stamping, sealing, and filing mail
  • Copying documents and materials for board meetings, setting up conference
  • Sorting general partner correspondence

Companies with Saint Martin students in Accounting / Finance:

Our Partners

View All
Marshberry
Frantz Ward
CGI Federal
The Effective Leadership Academy
New Heights Research
Oatey
Applied Industrial Technologies
Shurtape Technologies, LLC
Global Ambassadors Language Academy
Kodis
Burton Bell Carr Development Corporation
Lake Health
AIM Recycling
Sherwin Williams
Cleveland Clinic
Cleveland Menu
Ashton Technology Solutions
University Settlement
Judson Services, Inc.
AVI Foodsystems, Inc.
University Hospitals
Heartland Payroll Solutions
Southwest General Hospital
Boys & Girls Clubs of Cleveland
Shoes and Clothes for Kids
Union Miles Development Corporation
Neighborhood Family Practice
Ohio Lottery Commission
CardinalCommerce
The Riverside Company
Westfield Bank
Third Federal Savings & Loan Association
Benesch
Cleveland Play House
Case Western Reserve University
St. Aloysius - St. Agatha
Dominion Energy Ohio
Kirtland Capital Partners
Cleveland Research Company
MetroHealth Medical Center
Key Bank
John Carroll University
Beachland Ballroom
Baker Hostetler
Group Management Services
ABB
Reminger Co., LPA
University Hospitals St. John Medical Center
Ohio Attorney General's Office
Federal Reserve Bank of Cleveland
CBIZ, Inc.
Insight2Profit
Cleveland Foundation
William Rainey Harper School
Aero Fluid Products
Ideastream
Bratenahl Capital Partners
University Hospitals Seidman Cancer Center
DayGlo
Cleveland City Council
Greater Cleveland Film Commission
St. Vincent Charity Medical Center
Calfee, Halter & Griswold LLP
Cleveland Public Library
Cleveland Metropolitan School District
Western Reserve Trust Company
Thompson Hine
Cleveland Leadership Center
Walker & Dunlop
Cleveland Cavaliers
AeroControlex Group
Ernst & Young
Parker Hannifin Corp
Cavitch Familo & Durkin Co. LPA
Nock & Son Company
Hyland Software
Lakeshore Intergenerational School
Avient
Synthomer Foundation
YMCA of Greater Cleveland
Partnership Schools
The City Club of Cleveland
Slavic Village Development Corporation
The Cleveland History Center
Home Instead
Expeditors International of Washington, Inc.
American Red Cross, Greater Cleveland Chapter
Jones Day
Skidmark Garage
Warner Girls Leadership Academy
Interstate McBee
Catholic Charities Health and Human Services
College Now of Greater Cleveland
Progressive Insurance
Eaton Corporation
Statue

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