Stephen Guidi
Rochester,USA
Summary
Dynamic and results-driven associate recognized for thriving in fast-paced, challenging environments. Demonstrates a strong eagerness to learn and a proven ability to quickly apply new knowledge effectively. Committed to delivering high-quality results while adapting to evolving demands and contributing positively to team objectives. A proactive approach ensures continuous improvement and operational excellence in all tasks.
Overview
4
4
years of professional experience
Work History
Outsourced Accounting Services Associate
Dejoy & Co.
08.2023 - Current
- Prepare full cycle accounting accounting for multiple clients including AR/AP, General Ledger maintenance, Bank Reconciliations, and Government Reporting.
- Support external audit requests for clients by maintaining compiling and validating precise documentation and standards.
- Complete Business Valuation models for clients to project their cashflow for 5+ years out.
- Collaborate with CEO's and Partners to create more efficient automation enhancing workflow issues.
Finance Intern
OakWood Financial Services
02.2023 - 04.2023
- Collected client data to calculate applicable required minimum distributions.
- Reviewed and calculated client risk tolerance scores in the market.
Financial Service Associate
Cap Com Federal Credit Union (Now Broadview Federal Credit Union)
05.2022 - 08.2022
- Executed Certificates of Deposits, IRAs and other investment strategies for members.
- Built strong relationships with members and co-workers at the branch.
- Accurately maintained records of each transaction and was in compliance with company standards.
Education
Bachelor of Science - Finance
St. John Fisher University
Rochester, NY05.2023
Skills
- Proficiency in Excel
- Bloomberg Certification
- Knowledge in Access
- Data entry
- Multitasking and organization
- Preparing reports
- Multiple priorities management
- Data collection and analysis
Personal Accolades
- Elected to Leadership Council for my collegiate soccer team
- Represent my team for my office on the Dejoy Gives Back Committee
- Organize and Assist in volunteer work for my community
Timeline
Outsourced Accounting Services Associate
Dejoy & Co.
08.2023 - Current
Finance Intern
OakWood Financial Services
02.2023 - 04.2023
Financial Service Associate
Cap Com Federal Credit Union (Now Broadview Federal Credit Union)
05.2022 - 08.2022
Bachelor of Science - Finance
St. John Fisher University