Summary
Overview
Work History
Education
Skills
References
Timeline
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Nicholas Stefanelli

Montville,NJ

Summary

I have a strong background in finance, accounting, risk management, trading, and running my own insurance brokerage. I am an expert in using programs such as Microsoft Word, Excel, Powerpoint. I also have proficient knowledge in using Quickbooks, and TurboTax. Equipped with knowledge of using risk management techniques in financial, insurance, and accounting sectors.

Overview

9
9
years of professional experience

Work History

Regulatory Auditor

Missouri Department Of Revenue
12.2022 - Current
  • Auditing
  • CAMS
  • Data analysis
  • Accounting
  • Revenue analysis
  • Communication
  • Customer service
  • Microsoft Excel

Owner/ Broker

Stefanelli Financial LLC DBA Stefanelli Insurance
04.2019 - Current
  • P&C license holder
  • Life, Health & Accident license holder
  • Client and appointment management
  • Organizing client information
  • Hands-on experience in managing business risks and developing plans to identify risks
  • Client risk management
  • Tax consulting and preparation
  • Estate planning
  • Real estate

Bookkeeper

Community Title Services LLC
04.2015 - Current
  • Bookkeeping utilizing QuickBooks
  • Bank Reconciliations – Business Account and Trust Account
  • Monitoring emails regarding acceptance of payments
  • Sending weekly statements and invoices to customers
  • Formatting spreadsheets in Microsoft Excel for payments
  • Communication with banks, e.g. bank deposits, credit card verification
  • Federal & State Tax support preparation for Turbo Tax
  • Investment Banking Management for Working Capital
  • Marketing development strategies

Bookkeeper

Classic Title Services LLC
06.2018 - 08.2018
  • Bookkeeping utilizing QuickBooks
  • Bank reconciliations
  • Federal & State Tax support preparation for Turbo Tax
  • Communication with banks, e.g. bank deposits, credit card verification


Maître D'

Lenny's Pizza & Italian Grill
06.2014 - 08.2018
  • 830-1500
  • Maître D', managing the dining room
  • Waiting on & bussing tables
  • Marketing & business development
  • Making deliveries and setting up home party events

Education

Seton Hall University - Accounting & Finance (B.S.)

Stillman School of Business
South Orange, NJ
06.2021

American School of Business -

Essex
Fairfield, NJ
08.2019

Skills

  • Proficient and functional knowledge of: QuickBooks, Turbo Tax, Quicken, Excel, Word, PowerPoint and Title Desktop
  • Licensed Notary Public
  • Project management and collaboration methodologies
  • Sound knowledge of risk analysis and management techniques
  • Expert knowledge of Excel VBA
  • Strong verbal and written communication skills, including public speaking
  • Critical thinker,m problem solver, attention to detail

References

Todd M. Galante, Esq. (Lawyer/Adj. Prof. / Cert. Mediator and Arbitrator)

tgalante@pirozinnalaw  (201)-315-6444


Bruce Dostal (Ret. Pro Baseball Player, President of True North Title Services, Community Title Services and Classic Title Services)

bruce@northtitle.com  (973)-868-0012


Additional references and writing samples available upon request

Timeline

Regulatory Auditor

Missouri Department Of Revenue
12.2022 - Current

Owner/ Broker

Stefanelli Financial LLC DBA Stefanelli Insurance
04.2019 - Current

Bookkeeper

Classic Title Services LLC
06.2018 - 08.2018

Bookkeeper

Community Title Services LLC
04.2015 - Current

Maître D'

Lenny's Pizza & Italian Grill
06.2014 - 08.2018

Seton Hall University - Accounting & Finance (B.S.)

Stillman School of Business

American School of Business -

Essex

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