Zachary A. Schon
Tax Advisory Group
At a glance
Zach provides support services to Enterprise Resource Planning (ERP) and accounting system user clients, including the implementation and on-going support of the Sage Intacct accounting software package. Prior to joining Dopkins in 2020, he spent a multi-year career at a nationally recognized insurance company.
- Medical Practices
- Physicians / Physician Groups
- Restaurant and hotel management
Principal Areas of Practice
- Accounting and Financial Analysis
- Predictive Analytics
- Business Intelligence
- Data Visualization
- Project Management
Zach began his professional career at GEICO, where he rose to a leadership capacity in each of the departments he served.
His initial responsibilities were client-side in the property insurance department where he was able to fine-tune his customer relations skills. He later migrated to an analyst position and was instrumental in a contributing to the company’s overall growth and profitability by using predictive analytics to evaluate product offerings and the company’s competitive position through the use of various languages to analyze sales and profit data.
Zach also completed the company’s comprehensive leadership program and in a supervisory role was responsible for training staff, budgeting, monitoring sales performance and other business operations.
B.S. in Business Administration, State University of New York at Fredonia
- Property and Casualty Insurance License Holder (49 states, except Hawaii)