Nash Monti
Finance graduate with experience in tax preparation, audit support, financial reconciliations, and data analysis
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About
Finance graduate with experience in tax preparation, audit support, financial reconciliations, and data analysis. Proficient in Excel and SQL with a track record of supporting financial reporting, compliance, and process improvement initiatives.
Seeking Financial
Analyst, FP&A, Corporate Finance, or Accounting opportunities.
Experience
Supply Chain Associate at Walmart Supply Chain (2023-12 – Present)
- Maintained productivity of 120% and accuracy in a high-volume distribution environment.
- Trained associates on operational procedures and safety requirements.
- Supported process consistency through efficiency and safety audits.
Tax Preparation and Audit Support at RML CPA's (2023-01 – 2023-08)
- Completed 10+ complex 1120-S and 1065 tax returns.
- Imported, mapped, and validated financial data during company de-merger transition.
- Analyzed prior-year tax returns and supporting documentation to identify discrepancies and maintain regulatory compliance.
Audit Support at Cushman CPA (2022-10 – 2023-01)
- Performed asset and liability testing procedures to support audit engagements and financial statement accuracy.
- Conducted SEFA testing, reconciliations, and tie-outs for government and tribal audit engagements.
- Assisted with audit proposals and revenue/expense analysis for tribal government clients.
Tax Preparation Associate at American Trucking Business Services (2021-11 – 2022-10)
- Completed 500+ tax returns for clients, supported through the entire filing process.
- Reconciled revenues, expenses, and depreciation for clients prior to filing.
- Guided clients on tax related questions to increase small business efficiency.
Financial Advisor Internship at Northwestern Mutual (2021-05 – 2021-08)
- Built customized financial plans for 20+ clients addressing retirement, insurance, and long-term financial objectives.
- Life and Long Term Care insurance licenses procured during this internship.
Education
B.S. in Finance, minor in management – University of Wyoming (2018 – 2022)
