Nathan Quick
Wisconsin Rapids,WI
Summary
Results-driven professional with expertise in financial analysis, risk assessment, and data analytics. Adept at identifying cost-saving opportunities, streamlining processes, and leveraging AI for risk and impact assessments. Strong background in procurement analysis, vendor expense reviews, and efficiency improvements, with a proven ability to collaborate cross-functionally and enhance stakeholder communication. Demonstrated success in optimizing workflows, implementing task management solutions, and driving continuous improvement across business operations. Currently pursuing an MBA to further expand strategic and financial acumen.
Overview
8
8
years of professional experience
Work History
Internal Auditor
Telephone and Data Systems, Inc.
08.2022 - Current
- Performed internal audits of financial and departmental operations, developing risk assessments and conducting process reviews for compliance with documented processes.
- Assisted with both external audit and internal SOX compliance and maintained required documentation throughout testing cycle.
- Lead an enterprise wide project to review vendor contracts, spend, and policy compliance.
- Conducted the Internal Audit Quality Assurance & Improvement Program (QAIP) Review for 2024.
Internal Auditor
Sentry Insurance
01.2020 - 07.2022
- Collect and analyze data to detect deficient controls, duplicated effort, extravagance, fraud, or non-compliance with laws, regulations, and management policies.
- Report to management about team utilization and audit results, and recommend changes in operations and financial activities.
- Examine records and interview associates to ensure recording of transactions and compliance with laws and regulations.
- Performed testing related to external audit specifications and maintain progress within deadlines.
Finance Intern
Inclusa
09.2019 - 01.2020
- Rotated between the various units within the finance department at Inclusa. Including, Accounts Payable, Accounts Receivable, Payroll, Member Liabilities, Financial Reporting, and Audit.
- Developed data analysis tool to monitor invoices for appropriate management approvals.
- Worked closely with the Strategy Director to gain insight on how the organization was using Data Analysis to support business decisions.
PL Direct Sales Support Technician
Sentry Insurance
05.2017 - 11.2019
- Performed audits on sales made by the direct sales team for compliance with state and federal regulations, and adherence to Sentry's (Dairyland & Harley Davidson Insurance) sales procedures.
- Pilot new initiatives for customer retention and acquisition.
- Developed an in depth understanding of personal lines products, laws, and best practices as it relates to the sale and retention of a policy.
Education
MBA - Data Analytics
University of Wisconsin Whitewater
Whitewater, WI12-2026
Bachelor of Science - Finace
University of Wisconsin - Stevens Point
Stevens Point, WI12-2019
Skills
- Risk Assessment
- Control recommendations
- Regulations and compliance
- Data analytics
- Policy compliance
- Oral and written communications
- Proficient with Excel
- Accounting concepts
- Fraud research
Accomplishments
- Led the 2024 QAIP (Quality Assurance & Improvement Program) review, enhancing compliance with best practices and optimizing internal processes.
- Led an enterprise vendor management review, identifying cost savings, and policy adherence opportunities.
- Assisted in several other departmental projects delivering reliable results.
- Utilized data analysis tools such as Excel, and AI to drive accurate and efficient results, this included an analysis of vendor purchase order vs non-purchase order spending.
Timeline
Internal Auditor
Telephone and Data Systems, Inc.
08.2022 - Current
Internal Auditor
Sentry Insurance
01.2020 - 07.2022
Finance Intern
Inclusa
09.2019 - 01.2020
PL Direct Sales Support Technician
Sentry Insurance
05.2017 - 11.2019
MBA - Data Analytics
University of Wisconsin Whitewater
Bachelor of Science - Finace
University of Wisconsin - Stevens Point
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