Nicholas Charles

Present West Palm Beach, United States

• Collaborate with clients to diagnose and resolve complex financial issues,delivering custom solutions to optimize performance and maintain regulatorycompliance
• Partner with leadership and cross-functional teams to provide financial management support across three companies in varying industries, gaining diverse industry insights.
• Lead monthly AR functions, including invoicing, collections, and reconciliations, ensuring the accuracy and completeness of financial records.
• Investigate and rectify discrepancies in billing and AR processes, processing a high volume of invoices, chargebacks, credit memos, and refunds across 3,000 migrated accounts
• Perform wire receipt and posting to ensure transaction accuracy, verifying details, maintaining documentation, and following internal procedures for fund transfers.

Server Shift Leader /Manager August 2021 to Current

· Training and acclimating new servers to the restaurant's culture and operations

· Creating a positive guest experience by listening to guest needs and recommending options to meet requests

· Managing tables throughout the dining room to execute service at the highest level

· Managing opening and closing duties to facilitate restaurant operations

· Welcoming guests with a personable attitude and bringing beverage orders while reviewing menu options

· Working with management to coordinate special functions and events

· Using suggestive selling techniques to entice customers with more expensive or higher-margin items and add-ons

· Collaborating with customers to offer solutions to service needs

· Adhering to customer service standards to foster satisfaction and retention

· Delegating work to staff, setting priorities and goals

· Maintaining up-to-date menu knowledge to answer guest questions accurately

Effectively multitasking within a fast-paced environment

Collaborated with tax professionals to acquire practical experience in tax preparation and compliance.

Assisted in preparing and filing individual and business tax returns, ensuring accuracy and regulatory compliance.

Conducted research on evolving tax laws to inform client filings proactively.

Engaged with clients to address queries and provide assistance promptly.

Organized and maintained client financial records, boosting office efficiency.

Developed client communication materials to enhance transparency regarding tax matters.

Participated in team meetings and training sessions to improve knowledge of tax codes and software tools.

Maintained client confidentiality while upholding ethical standards in all responsibilities.