Nicholas Falsetta
North Babylon
Summary
Highly-motivated employee with desire to take on new challenges. Strong work ethic, adaptability, and exceptional interpersonal skills. Adept at working effectively unsupervised and quickly mastering new skills.
Overview
7
7
years of professional experience
Work History
Staff Accountant
Diane Anderson CPA PC
09.2022 - Current
- Maintain monthly financial records, prepare journal entries, reconcile accounts, and support month end closing process for various companies across industries
- Prepare tax returns for individuals and businesses
- Organize and maintain financial data to support tax preparation and client reporting
- Review and analyze brokerage statements to assist in tax planning
Outside Operations
Colonial Springs Golf Club
03.2023 - Current
- Managed daily operations and customer service in a fast-paced environment.
- Coordinated events to deliver seamless service for members and guests, improving overall experience.
- Provided detailed knowledge of golf course features to effectively address guest inquiries and enhance their visit.
Busboy/Cashier
Salt Shack
06.2019 - 08.2020
- Delivered attentive service, ensuring high levels of customer satisfaction.
- Contributed to efficient table turnover, increasing capacity for customer seating.
- Contributed to efficient table turnover and customer satisfaction
- Maintained cleanliness and assisted staff to support front of house operations
Education
Bachelors - Business Administration, Finance
St. Joseph's University
Patchogue, NY05-2026
Associates - Business Administration
Suffolk Community College
Brentwood, NY05-2024
Skills
- Microsoft Excel and Google Sheets
- PowerPoint and Word
- QuickBooks and Drake Tax
- Financial statement analysis
- Technical chart analysis
Finance Investment Experience
- Independent Investment & Market Analysis, Analyze financial data from several companies to identify optimal yields and APRs across savings accounts, CDs, auto loans, mortgages and bonds, Evaluate risk, return and market trends to support investment decision making
- Active Trader (Stocks & Options), Generated five-figure monthly returns through strategic options trading, Trade securities including SPY, QQQ, SPX and AMD using technical analysis and market trends
Timeline
Outside Operations
Colonial Springs Golf Club
03.2023 - Current
Staff Accountant
Diane Anderson CPA PC
09.2022 - Current
Busboy/Cashier
Salt Shack
06.2019 - 08.2020
Bachelors - Business Administration, Finance
St. Joseph's University
Associates - Business Administration
Suffolk Community College