Nicholas DeStefano
North Babylon
Summary
Dynamic Assurance Senior Associate at CBIZ with expertise in internal audits and financial statement analysis. Proven ability to enhance compliance through meticulous reporting and risk assessment. Strong teamwork and data analytics skills fostered successful collaborations, driving efficiency and accuracy in audit processes. Committed to continuous learning and professional growth in the auditing and accounting field.
Overview
8
8
years of professional experience
Work History
Assurance Senior Associate
CBIZ
10.2022 - 04.2025
- Assisted in executing audit procedures and testing controls for various clients.
- Supported staff associates in preparing detailed audit reports and documentation.
- Collaborated with team members to analyze financial statements and identify discrepancies.
- Gained proficiency in accounting software and data analysis tools for audit tasks.
- Proficient with Excel, Engagement, Smart Practice Aids, Inflo, Teams.
- Reviewed accounting documents for pertinent details needed to pursue investigations.
- Contributed to team efforts by maintaining organized audit files and records.
- Participated in client meetings to understand their operations and compliance requirements.
- Developed knowledge of regulatory standards and best practices in auditing processes.
- Completed deep analysis of financial statements and accounts.
- Performed detailed comparisons of reports and physical documents.
Warehouse Associate
Amazon
01.2020 - 12.2020
- Collaborated with team members to optimize workflow and streamline processes.
- Implemented safety protocols, reducing workplace incidents and improving compliance.
- Trained new associates on equipment operation and organizational procedures.
- Assisted in the organization of storage areas to maximize space efficiency.
Sales Associate
Staples
08.2018 - 01.2019
- Resolved customer inquiries and complaints promptly, fostering positive relationships.
- Trained new sales associates on best practices for customer engagement.
- Processed transactions efficiently, ensuring customer satisfaction and loyalty.
Office Assistant
Realty Direct NY
06.2017 - 08.2017
- Maintained confidentiality in handling sensitive information while performing administrative tasks.
- Facilitated smooth operations by efficiently handling incoming mail, phone calls, and visitor inquiries.
- Increased customer satisfaction by providing professional and courteous front desk support.
Education
Hofstra University
Hempstead, NY05-2022
Skills
- Private & Public audits
- Continuous learning mindset
- Reporting skills
- Financial statement analysis
- Data analytics
- GAAP
- Professional skepticism
- Proficient in Microsoft Word, Excel, Inflo, Engagement, Smart Practice Aids
- Risk assessment proficiency
- Teamwork
- Multitasking
- Manual testing
Timeline
Assurance Senior Associate
CBIZ
10.2022 - 04.2025
Warehouse Associate
Amazon
01.2020 - 12.2020
Sales Associate
Staples
08.2018 - 01.2019
Office Assistant
Realty Direct NY
06.2017 - 08.2017
Hofstra University
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