James Yannucci
Marietta,GA
Summary
Finance and Accounting double major at KSU, graduating May 2026, with a strong foundation in financial reporting, tax preparation, and auditing. Proficient in Excel, Tableau, and QuickBooks, with hands-on experience in bookkeeping, financial analysis, and internal controls through coursework and internships. Passionate about leveraging analytical skills and industry knowledge to contribute to accounting, assurance, or financial management roles in either public accounting or corporate/industry settings.
Overview
4
4
years of professional experience
Work History
Office manager
capital planning & investments
11.2023 - Current
- Manage paperwork, including documentation and forms, to facilitate efficient client service
- Evaluated financial transactions, made projections, and generated financial reports
- Communicate effectively with clients to address inquiries and provide necessary information
- Liaise with customer service representatives from brokerages and mutual funds to ensure accurate documentation
- Provide expertise and assistance in navigating trust and beneficiary issues for clients and colleagues
- Uphold the highest standards of service and efficiency through attention to detail and professionalism
- Contribute to the success of the office and client satisfaction through comprehensive support
Bookkeeper
East Cherokee Tax and Accounting
05.2024 - 08.2024
- Completed bookkeeping projects, including data entry of checking, savings, and credit card payables for multiple years
- Gained proficient knowledge of the bank reconciliation process in QuickBooks Online
- Worked directly with an Enrolled Agent/Tax Preparer to compile financial statements for income tax purposes
Construction assistant
unique remodeling Concepts
02.2024 - Current
- Assisted in construction work on multiple job sites, contributing to full home remodeling projects, additions, and custom outdoor living spaces
- Helped in the renovation of kitchens and bathrooms, gaining hands-on experience in flooring installation, painting, and overall project management
- Collaborated with the team to deliver projects on time and within scope, reinforcing a strong work ethic and commitment to excellence
Retail reset merchandiser
advantage solutions
07.2021 - 10.2023
- Maintained display cases, shelves, and aisles
- Conducted inventory of merchandise to identify items needing reordering or replenishment
- Disposed of damaged or defective items
- Packed and unpacked items to be stocked on shelves in stockrooms, warehouses, and storage yards
- Requisitioned merchandise from suppliers based on available space, customer demand, and advertising specials
- Referred to price lists to attach and change price tags on merchandise
- Examined and inspected stock items for wear and defects and reported any damage to supervisors
- Stocked shelves, racks, and cases with new or transferred merchandise
Education
Bachelor’s of Business Administration - Accounting And Finance
Kennesaw State University
05-2026
Skills
- Advanced Excel
- Market & Financial Analysis
- Tableau
- QuickBooks
- Portfolio Management
- Strong Interpersonal Skills
- Financial Planning
- Client Interaction & Relationship Building
- Investments, Stocks, & Bonds
- Financial Forecasts & Projections
- Financial Transactions & Reports
- Decision-Making
- Quickbooks
- Bank statement reconciliation
- Financial planning
- Compliance adherence
Coursework
- Financial Accounting
- Managerial Accounting
- Financial Modeling
- Corporate Finance
- Investment Analysis
- Operations Management
Timeline
Bookkeeper
East Cherokee Tax and Accounting
05.2024 - 08.2024
Construction assistant
unique remodeling Concepts
02.2024 - Current
Office manager
capital planning & investments
11.2023 - Current
Retail reset merchandiser
advantage solutions
07.2021 - 10.2023
Bachelor’s of Business Administration - Accounting And Finance
Kennesaw State University
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