Nick Conterno Email & Phone Number

Los Angeles, CA, US

Orange County, CA, US

• Boarded loans to servicer and capital partners ensuring accuracy and compliance with financial reporting
• Assisted with month end close by posting journal entries to close revenue, reconcile bank accounts, and enter accounts payable
• Collaborate with external auditors during yearly audits providing the necessary documentation to complete their selections to facilitate a smooth audit process
• Promptly resolved any loan issues the borrower has within the PatientFi system to ensure data accuracy and integrity
• Managed PFIFT loan portfolio overseeing disbursements, repayments, and financial reporting
• Took charge of PRIVI loan portfolio reconciling practice fundings and borrower payments ensuring precision in financial transactions and reporting

• Prepare and analyze weekly key performance indicator reports to assist upper management on improving production
• Develop templates to streamline the calculation of monthly broker commissions and quarterly sales commissions
• Assist CFO with month end financial close by recording journal entries allocating payroll and expensing prepaid liabilities
• Member of the implementation team that trained employees company wide on a new ERP system, Acumatica

Torrance, CA, US

• Research federal, state, and local income tax laws, as it applies to corporate and individual taxes, to complete 15+ tax returns
• Record clients tax information on forms 1040 and 1065 using the Lacerte software to process corporate and individual tax returns
• Effectively communicate with partners to resolve client issues to ensure that tax documents were inputted in an accurate manner

San Francisco, California, US

• Greet and check in all members and their guests
• Take care of customers service inquiries which included; answering phone calls, processing transactions, and filling out membership forms, open and close the gym
• Became the go-to employee to train new hires during the closing shift
• Promote and sell tickets to various club events: Paint and Pinot, The Genesis Open, Havana Nights

• Reviewed and finalized 20 tax returns per week, to provide recommendations for clients’ on their short term financial objectives
• Accurately inputted tax information and updated account statuses for various individual, corporate, and fiduciary clients
• Assisted in posting monthly journal entries, reconciling bank statements, and classifying accounts for monthly accounting clients

San Pedro, California, US

• Looked up past invoices in Oracle to identify any outstanding payments and properly file within stated board agreements
• Created a strategic, organizational method to file past onsite payment vouchers for fiscal years 15/16 and 16/17
• Worked directly with numerous auditors to find past payment vouchers and invoices used in their audits

Plan and conduct, biweekly, 1 to 2-hour review sessions for 15 or more students aimed to improve their skills in a managerial and financial accounting class. Work closely with the professor to prepare weekly instruction plans, creat extensive worksheets and mock exams, and design biweekly advertisements to encourage students to attend sessions

Bachelor'S Degree, Business Administration- Accountancy

Business Administration And Management, General

Associate'S Degree, Business Administration And Management, General