Cade Dick
Depew,New York
Summary
Analytical finance professional with experience in payroll auditing, financial data analysis, and compliance reporting across multi-client environments. Proven ability to manage concurrent audit engagements, reconcile large datasets, and identify discrepancies that improve financial accuracy and internal controls. Advanced Excel user with hands-on experience in data cleaning, variance analysis, and financial reporting. Positioned to contribute data-driven insights and operational efficiency in Financial Analyst or Business Analyst roles.
Overview
3
3
years of professional experience
Work History
Staff Accountant - Payroll Auditor
ALES, CPAS
Williamsville, NY
01.2025 - Current
- Analyze payroll data across 50+ contractors, identifying discrepancies in wages, deductions, and benefit contributions to ensure compliance with union agreements
- Manage 40+ concurrent audit engagements, prioritizing workflows and consistently meeting reporting deadlines in a high-volume environment
- Reconcile payroll records against source documentation, improving data accuracy and strengthening audit reliability
- Prepare detailed audit workpapers and client-facing reports used to support compliance and financial decision-making
Financial Intern
Waterford Advisors
Orchard Park, NY
12.2023 - 05.2024
- Utilized financial planning and portfolio analysis tools (MoneyGuidePro, Tamarac) to analyze client financial data and support investment recommendations
- Prepared client-ready financial reports and summaries to assist advisors in strategic financial planning
- Organized and validated financial data for tax preparation, ensuring accuracy and timely filing
Financial Representative
Northwestern Mutual
Buffalo, NY
05.2023 - 08.2023
- Conducted financial needs analyses by evaluating client income, expenses, and long-term financial goals
- Led 30+ client meetings, translating financial insights into clear, actionable guidance
- Strengthened data interpretation and communication skills in a client-facing financial environment
Education
BBA - Business Administration; Concentration in Financial Analysis
University At Buffalo, The State University of New York
Buffalo, NY12-2024
Skills
- Reporting: Financial Reporting, Audit Documentation, Compliance Reporting
- Excel: Pivot Tables, VLOOKUP/XLOOKUP, Data Cleaning, Conditional Formatting
- Data Analysis: Data Reconciliation, Variance Analysis, Trend Analysis
Timeline
Staff Accountant - Payroll Auditor
ALES, CPAS
01.2025 - Current
Financial Intern
Waterford Advisors
12.2023 - 05.2024
Financial Representative
Northwestern Mutual
05.2023 - 08.2023
BBA - Business Administration; Concentration in Financial Analysis
University At Buffalo, The State University of New York