Overview
Work History
Education
Skills
Websites
Timeline
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Michael Margotta

New Rochelle

Overview

5
5
years of professional experience

Work History

Accounting Intern

A. Uzzo & Company C.P.A.'s PC
Purchase
05.2025 - Current
  • Prepared and filed 1099 forms for multiple clients, ensuring compliance with IRS deadlines.
  • Reconciled bank accounts and conducted monthly bookkeeping using QuickBooks and Excel.
  • Collaborated with CPAs to provide comprehensive accounting support for small business clients.

Assistant Caddy Master

Siwanoy Country Club
Bronxville
06.2022 - 04.2025
  • Mentored new caddies by teaching club expectations, etiquette, and the course layout.
  • Resolved member service issues, and enhanced operational efficiency.
  • Built lasting relationships with club members, ensuring personalized and attentive service.

Project Manager

Dynamic Carpentry
New Rochelle
06.2020 - 08.2023
  • Managed timelines, budgets, and resources across multiple residential construction projects.
  • Allocated equipment and staff efficiently to complete jobs on time and under budget.

Education

Bachelor of Science - Finance, Accounting, Mathematics

Fairfield University
Fairfield, CT
05.2027

Skills

Leadership and Activities

  • Finance Club – Attend speaker events on mergers and acquisitions, and wealth management
  • Accounting Club – Participate in workshops on audits and tax strategy, Intramural Captain – Led co-rec teams in soccer and volleyball leagues
  • Intramural sports: captain of the co-rec soccer team, football, volleyball, softball

Volunteer

  • Math Tutor- Tutored peers in Pre-Calculus, Calculus I, Algebra, and Statistics
  • Community Projects – Assisted with cleanup at local lakes and nature preserves

Skills

  • Proficient in Microsoft Excel, Word, PowerPoint, TradingView, and QuickBooks
  • Bank reconciliation, Tax Preparation, and Financial Analysis
  • Client communication and Staff Leadership

Timeline

Accounting Intern

A. Uzzo & Company C.P.A.'s PC
05.2025 - Current

Assistant Caddy Master

Siwanoy Country Club
06.2022 - 04.2025

Project Manager

Dynamic Carpentry
06.2020 - 08.2023

Bachelor of Science - Finance, Accounting, Mathematics

Fairfield University
Michael Margotta