Nicholas Seis Email & Phone Number

Miami, Florida, United States

Miami, Florida, United States

For over 35 years, Evensky & Katz / Foldes Wealth Management has specialized in financial planning and goals-based investment management services for professionals, retirees, entrepreneurs, and more. The integrity of our experienced advice and our commitment to quality client services are what set us apart from a crowd and enable us to help our clients reach their financial goals, regardless of what those might look like.

Miami, Florida, United States

•Managed case management systems for a multinational food distributor’s compliance & ethics program•Assisted with interviews of employees, business partners, and other third parties and conducted various financial analysis and risk assessments in Latin America and Africa including due diligence reviews •Designed audit programs to test compliance with established internal controls. Prepared internal audit testing results and summary reports

Miami/Fort Lauderdale Area

•Analyzed corporate compliance and financial data, evaluated large volume of AR invoices and documentation for business lines; performed accuracy testing for Dedicated Transportation and Supply Chain Solution accounting•Examined quarterly financial statements and internal reports to reconcile business billing rates, invoice quantities and recalculated totals to ensure accurate and consistent billing to customers•Performed large scale account reconciliation and prepared journal vouchers to reclassify entries to the General Ledger, prepared a final audit report to present research findings and deficiencies to senior management teams

Bachelor Of Science - Bs, Finance, General

Education record

Study Abroad Program - Spring Semester

Education record