Summary
Overview
Work History
Education
Skills
Personal Accolades
Timeline
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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, NY
05.2023

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