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

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