Nick Sloane Email & Phone Number

Philadelphia, Pennsylvania, United States

Philadelphia, Pennsylvania, United States

• Worked in the Member Services department within the flagship Center City location
• Called at least 40 warm/cold leads a day in order to bolster the company’s sales pipeline
• Lead facility tours, answer membership questions, sell memberships to prospects, and acquire referrals
• Provided assistance with accounts, billing, and customer service for current club members
• Created, updated, and maintained multiple Excel spreadsheets to analyze critical departmental metrics

Philadelphia, Pennsylvania

• Worked in the Mergers & Acquisitions department within the Deals practice
• Performed due diligence on potential acquisitions for clients
• Created reports and step plans to outline effects of transactions
• Analyzed and recommended effective tax strategies to minimize tax liabilities for clients
• Stayed current on evolving tax codes and regulations pertinent to M&A strategies

Philadelphia, Pennsylvania

• Worked in the Wealth Management Tax Services division during busy season
• Prepared various tax documents, forms, and returns
• Gained technical knowledge in the field of tax
• Assisted full time associates with multiple tasks and processes

Remote

• Worked in the Anti-Money Laundering department
• Screened alerts automatically generated by certain thresholds for potential money laundering activity
• Performed due diligence and generated reports on alerting customer’s financial history, background, and transactions
• If escalation was necessary, created Suspicious Activity Report and referred to FinCEN for further review

Charleston, South Carolina

• Served as a point of contact for The Hershey Company in multiple retail locations across the territory
• Executed directives and initiatives created by home office
• Sold various programs and promotions to key decision makers
• Collaborated and worked with store managers to drive sales of Hershey products

Wichita, Kansas

• Worked in the Business Process Control & Compliance department
• Created a Power BI visual analytics tool to display key business statistics to management
• Ensured that multiple business entities across the organization adhered to Sarbanes-Oxley requirements
• Regularly updated the company cash log with incoming checks

Master'S Degree, Accountancy

Bachelor'S Degree, Accounting