Grant Mastroine
Dover,OH
Summary
Recent graduate with a solid foundation in finance and business, supported by hands-on experience in bookkeeping, payroll, tax preparation, financial services, and client relations, along with coursework. Demonstrates strong teamwork, problem-solving, and time-management abilities. Motivated to apply financial knowledge and analytical skills to help others and deliver value to any organization.
Overview
9
9
years of professional experience
1
1
Certification
Work History
Customer Relations Representative
Richard Kobasic State Farm
08.2025 - 11.2025
- Resolved customer inquiries through effective communication and problem-solving skills.
- Managed client accounts, ensuring accurate record-keeping and timely follow-ups on outstanding issues.
- Utilized CRM systems proficiently managing key account information, tracking customer interactions, and providing valuable insights for future strategic planning.
Bookkeeper/Accountant/ Admin Assistant
Dean Craft and Co/J Craft Consulting
06.2024 - 07.2025
- Reconciled bank statements and internal accounts for consistency and accuracy.
- Completed payroll for employees and maintained detailed records of procedures
- Researched complex tax issues, providing strategic recommendations to optimize client outcomes.
- Managed multiple tax projects simultaneously, ensuring deadlines were met and clients were satisfied.
- Streamlined processes for increased efficiency in preparing and filing tax returns.
- Utilized Excel for financial modeling and reporting, enhancing data visualization.
Internship
Northwestern Mutual
12.2023 - 05.2024
- Assisted in developing financial plans tailored to client needs and goals.
- Engaged in regular training sessions to improve financial product knowledge and industry practices.
- Educated clients on financial products, enhancing overall understanding and engagement.
- Collaborated with internship leaders and other interns to learn and grow in groing our business
Cashier/Meat Counter Attendant
M&M Market
09.2016 - 01.2024
- Processed customer transactions efficiently, ensuring accuracy in cash handling and change distribution, and ensuring a positive shopping experience.
- Assisted customers with product inquiries, fostering a welcoming environment and promoting store loyalty.
- Greeted customers entering store and responded promptly to customer needs.
- Restocked and organized merchandise in front lanes.
- Provided backup support for other departments when needed, showcasing versatility within the retail environment.
Education
High School Diploma -
Dover High School
Dover, OH05.2022
Bachelor of Science - Finance and Business Administration, Sports Management
Malone University
Canton, OH12.2025
Skills
- Customer service
- Microsoft Office Suite
- CRM software
- Accounting and bookkeeping
- Tax preparation
- QuickBooks proficient
- Administrative support
- Work ethic and integrity
- Teamwork and collaboration
- Adaptability and flexibility
Certification
- Life, Accident, and Health Insurance, State of Ohio – certified to sell insurance in the State of Ohio, December 2023 - Present
Timeline
Customer Relations Representative
Richard Kobasic State Farm
08.2025 - 11.2025
Bookkeeper/Accountant/ Admin Assistant
Dean Craft and Co/J Craft Consulting
06.2024 - 07.2025
Internship
Northwestern Mutual
12.2023 - 05.2024
Cashier/Meat Counter Attendant
M&M Market
09.2016 - 01.2024
High School Diploma -
Dover High School
Bachelor of Science - Finance and Business Administration, Sports Management
Malone University