Nick Cantieri Email & Phone Number

Chicago, Illinois, United States

G2 is the world’s largest tech marketplace where businesses can discover, review, and manage the technology they need to reach their potential.-H1 FY25: 259% quota attainment

Chicago, Illinois, United States

-FY25 Q1: 191% quota attainment

Chicago, Illinois, United States

-FY24: Presidents Club -FY24: 171% annual quota attainment. Finished year as #1 rep to attainment percentage in US-FY23: 103% quota attainment

Chicago, Illinois

-Fulfilled business analyst role role by obtaining business requirements from key stakeholders to outline project requirements -Assisted in initial setup, testing, and monitoring of new hedge fund services’ software applications Implemented and defined testing methodologies and standards to continuously improve results of the company -Researched technical accounting policy questions for complex client transactions and financial products-Served as a subject matter expert of Northern Trust Hedge Fund Services’ proprietary systems to improve capability and to assist with business problem solving -Managed and coordinated weekend releases with team members for report and software changes -Acted as a technical liaison between financial control managers and applications development managers-Completed company trainings to keep updated on changes to accounting policies

Chicago, Illinois

-Ensured all ASC 740 reporting requirements are properly disclosed by client-Obtained sufficient evidence to support all tax financial statement disclosures -Managed PwC budget for projects while coordinating with other department teams to determine reasonableness -Improved the budget process by finding efficiencies to simplify work flows -Assisted with the review of tax controls -Made sure all relevant tax disclosures are included in the tax footnote of the 10K-Worked on hedge funds, regulated investment companies, and fund to funds -Experience with working on 1065 returns and K-1s for investors -Provided tax consulting and compliance work for PwC clients-Generated workpapers and tax returns through use of company software-Conducted tax research to generate workpaper documents-Identified and resolved complex tax issues-Communicated with management in order to manage expectations and ensure projects are completed by required deadlines-Participated with the recruiting committee to assist in campus recruiting

Greater Chicago Area

Barrington, Il

-Used the company research database to create an allocated stock portfolio model-Organized financial statements for clients-Answered client phone calls and directed them to their advisor -Sent out single advisory contracts to clients-Job shadowed the financial advisor I worked for and witnessed two of the top ten drops in the history of the DJIA

Vernon Hills, Il

-Generated new accounts and transfer paperwork-Organized current files, separated brokerage and advisory paperwork within files-Submitted review and other material to compliance-Assisted in personal planning analysis

Master Of Accounting Science, Accounting

Tech Sales Career Track

180 hours of hands-on practice, guidance, and course material for mastering the core competencies of a Sales Development Representative.

Accounting

Activities and Societies: Student Consulting for Non-Profit Organizations, Finance Club, Goal of Learning, Business Practice and Tax Club