I am a highly accomplished and passionate Business Professional, I excel in driving business growth and delivering exceptional client service. My expertise lies in building strong client relationships, executing complex transactions, and developing innovative financial models. I thrive in fast-paced environments, leveraging my intellectual curiosity and independent thinking to drive results.Clients and colleagues know me as a high-performing and proactive Business Professional who consistently delivers exceptional results. They appreciate my ability to manage multiple projects, meet deadlines, and provide insightful financial analysis. My advanced knowledge of accounting and finance, combined with excellent communication skills, makes me a valuable asset to any team. I am a skilled leader, adept at managing junior team members and collaborating with senior associates to drive business success.My key areas of expertise include:Accounting, Capital Raising, Data Analysis, Valuation, Transaction Execution, Supply Chain Management, Due Diligence, Client Advisory, Strategic Thinking, Forecasting, Time Management, Deal Origination, Problem-Solving, Financial Data Management, LeadershipA few of my career highlights include:✦ Developed and modeled financial statements that forecasted significant revenue growth within the first year at UnisBrands. Established efficient distribution networks and manufacturing facilities, reducing production time.✦Delivered outstanding results in client portfolio management, compliance, and customer satisfaction at New York Life Insurance, earning recognition as a top-performing agent.✦Conducted in-depth research and analysis of the U.S. and global economic environments, assessing potential impacts on client portfolios, and successfully managed $3 million in client assets at New York Life Insurance.✦Regularly reviewed the S&P 500 and Dow Jones Industrial Average, making precise investment decisions and accurately forecasting future economic trends at NYLife.✦Served as Commencement Speaker at Pennsylvania State University in 2022 and delivered a keynote speech at the Sustainability Conference in 2021.✦Sponsored the Capstone Engineering Project at Pennsylvania State University (2021-2022), promoting innovation and collaboration, and received the esteemed John Roe Sustainability Award in 2020.✦Delivered a keynote address at the Global 3D Printing Conference in Hong Kong in 2018 and was awarded a U.S. Process Patent the same year.I look forward to meeting you! You can reach me at nickunis@unisbrands.com.
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AssociateForvis Mazars UsWashington, Dc, Us -
Registered RepresentativeNylife Securities Llc Jul 2021 - Present✦ Earned 3-time Executive Council Agent status, ranking top in company performance, and maintained sensitive documents and client data with confidentiality and security.✦Summarized technical legal policies for clients, affirming total compliance with regulatory requirements, and stayed up-to-date on changes in domestic and global laws and policies.✦Drafted and reviewed Life Insurance, Annuity, and Security products, increasing client satisfaction, and analyzed clients' financial landscapes, recommending personalized plans that yielded excellent success rates.✦Investigated client accounts and statements, identifying and resolving discrepancies.Engaged with new clients, maintaining current relationships through networking, and increasing referrals. -
CeoUnisbrands Jan 2015 - PresentAliquippa, Pennsylvania, Us✦ Developed a comprehensive financial plan, website, and branding strategy that boosted brand recognition and initiated strategic partnerships with major brands, expanding revenue.✦Effectively managed and communicated with cross-functional teams, improving collaboration and productivity, and led and motivated employees to achieve an increase in productivity and satisfaction.✦Professionally managed budgets and operations for new and current products, actively reducing costs and fabricating parts to create printers and machinery.✦Researched and designed cutting-edge technology, filing Patents Pending for innovative 3D printing processes, and forecasted and modeled sales using internal data and social media trends.✦Showcased expertise in financial planning, team management, and technology innovation, driving business growth and success. -
Accounting And Financial AnalystAblak Holdings Apr 2021 - Aug 2021Pittsburgh, Pennsylvania, Us✦Managed multi-million-dollar payrolls for 28 companies, driving accuracy and timeliness.Synthesized data in enterprise resource planning systems, boosting efficiency via process automation.✦Developed financial models for different companies, improving forecasting accuracy and driving informed business decisions.✦Designed and implemented software solutions, modernizing and streamlining accounting processes for companies, reducing manual errors.✦Prepared detailed financial statements for companies, fostering compliance with regulatory requirements.Created and posted accurate Journal Entries for A/P & A/R accounts, maintaining balance sheet integrity.✦Conducted thorough audits of financial documents, identifying and correcting discrepancies, ensuring absolute efficiency and compliance. -
Sales AssociateChamps Sports Jul 2013 - Aug 2015Bradenton, Fl, Us• Sold footwear and apparel to customers as well as handled financial transactions• Trained new employees on operations and procedures• Recorded inventory monthly
Nicholas Unis Education Details
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Penn State UniversityAccounting And Finance
Frequently Asked Questions about Nicholas Unis
What company does Nicholas Unis work for?
Nicholas Unis works for Forvis Mazars Us
What is Nicholas Unis's role at the current company?
Nicholas Unis's current role is Associate.
What schools did Nicholas Unis attend?
Nicholas Unis attended Penn State University.
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